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Top Rated
215 Ratings

Adaptive Insights, a Workday company

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Top Rated
215 Ratings
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Score 8.7 out of 101
2 Ratings
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Score 9.1 out of 101

Likelihood to Recommend

Adaptive Insights, a Workday company

It is very helpful for budgeting and reporting. I love how easy it is to automate reports and presentations. It can be more difficult to plan specific activities. It feels more high-level than activity-level. It shows totals rather than individual transactions (either past or future transactions).
Mark McConkie profile photo

Customer Focus

Today, with a globalized competition and without truce, a company must evaluate and take into account its size, and use this to analyze which of the tools available in the market is more suited to their needs. If it is a small company, you can improve your customer service by incorporating a chat. But a company of national level must evaluate other aspects like: marketing, tastes, preferences, tendencies, etc. To achieve the effective management of relationships with our customers, this technology provides us with effective tools and easy access.
Marlon Seijas profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights, a Workday company
9.3
Customer Focus
Pixel Perfect reports
Adaptive Insights, a Workday company
9.0
Customer Focus
Customizable dashboards
Adaptive Insights, a Workday company
10.0
Customer Focus
Report Formatting Templates
Adaptive Insights, a Workday company
9.0
Customer Focus

Ad-hoc Reporting

Adaptive Insights, a Workday company
8.0
Customer Focus
Drill-down analysis
Adaptive Insights, a Workday company
9.0
Customer Focus
Formatting capabilities
Adaptive Insights, a Workday company
7.0
Customer Focus
Integration with R or other statistical packages
Adaptive Insights, a Workday company
8.0
Customer Focus
Report sharing and collaboration
Adaptive Insights, a Workday company
8.0
Customer Focus

Report Output and Scheduling

Adaptive Insights, a Workday company
8.0
Customer Focus
Publish to PDF
Adaptive Insights, a Workday company
8.0
Customer Focus
Report Versioning
Adaptive Insights, a Workday company
8.0
Customer Focus
Report Delivery Scheduling
Adaptive Insights, a Workday company
8.0
Customer Focus

Data Discovery and Visualization

Adaptive Insights, a Workday company
7.7
Customer Focus
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights, a Workday company
7.0
Customer Focus
Location Analytics / Geographic Visualization
Adaptive Insights, a Workday company
8.0
Customer Focus
Predictive Analytics
Adaptive Insights, a Workday company
8.0
Customer Focus

Access Control and Security

Adaptive Insights, a Workday company
9.0
Customer Focus
Multi-User Support (named login)
Adaptive Insights, a Workday company
9.0
Customer Focus
Role-Based Security Model
Adaptive Insights, a Workday company
9.0
Customer Focus
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights, a Workday company
9.0
Customer Focus

Mobile Capabilities

Adaptive Insights, a Workday company
8.5
Customer Focus
Responsive Design for Web Access
Adaptive Insights, a Workday company
8.0
Customer Focus
Dedicated iOS Application
Adaptive Insights, a Workday company
8.0
Customer Focus
Dedicated Android Application
Adaptive Insights, a Workday company
8.0
Customer Focus
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights, a Workday company
10.0
Customer Focus

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.5
Customer Focus
Long-term financial planning
Adaptive Insights, a Workday company
8.8
Customer Focus
Financial budgeting
Adaptive Insights, a Workday company
8.7
Customer Focus
Forecasting
Adaptive Insights, a Workday company
9.0
Customer Focus
Scenario modeling
Adaptive Insights, a Workday company
8.0
Customer Focus
Management reporting
Adaptive Insights, a Workday company
8.0
Customer Focus

Consolidation and Close

Adaptive Insights, a Workday company
7.5
Customer Focus
Financial data consolidation
Adaptive Insights, a Workday company
7.9
Customer Focus
Journal entries and reports
Adaptive Insights, a Workday company
5.7
Customer Focus
Multi-currency management
Adaptive Insights, a Workday company
7.4
Customer Focus
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
Customer Focus
Minority Ownership
Adaptive Insights, a Workday company
6.9
Customer Focus
Local and consolidated reporting
Adaptive Insights, a Workday company
8.2
Customer Focus
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
Customer Focus

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
8.1
Customer Focus
Financial Statement Reporting
Adaptive Insights, a Workday company
8.9
Customer Focus
Management Reporting
Adaptive Insights, a Workday company
8.4
Customer Focus
Excel-based Reporting
Adaptive Insights, a Workday company
8.2
Customer Focus
Automated board and financial reporting
Adaptive Insights, a Workday company
8.3
Customer Focus
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.8
Customer Focus

Analytics

Adaptive Insights, a Workday company
7.5
Customer Focus
Personalized dashboards
Adaptive Insights, a Workday company
7.3
Customer Focus
Color-coded scorecards
Adaptive Insights, a Workday company
6.8
Customer Focus
KPIs
Adaptive Insights, a Workday company
7.8
Customer Focus
Cost and profitability analysis
Adaptive Insights, a Workday company
7.9
Customer Focus
Key Performance Indicator setting
Adaptive Insights, a Workday company
7.8
Customer Focus
Benchmarking with external data
Adaptive Insights, a Workday company
7.3
Customer Focus

Integration

Adaptive Insights, a Workday company
8.4
Customer Focus
Flat file integration
Adaptive Insights, a Workday company
8.1
Customer Focus
Excel data integration
Adaptive Insights, a Workday company
8.6
Customer Focus
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.6
Customer Focus

Online Storefront

Adaptive Insights, a Workday company
Customer Focus
9.2
Product catalog & listings
Adaptive Insights, a Workday company
Customer Focus
9.0
Product management
Adaptive Insights, a Workday company
Customer Focus
9.0
Bulk product upload
Adaptive Insights, a Workday company
Customer Focus
10.0
Branding
Adaptive Insights, a Workday company
Customer Focus
9.0
Mobile storefront
Adaptive Insights, a Workday company
Customer Focus
9.0
Product variations
Adaptive Insights, a Workday company
Customer Focus
9.0
Website integration
Adaptive Insights, a Workday company
Customer Focus
10.0
Visual customization
Adaptive Insights, a Workday company
Customer Focus
9.0
CMS
Adaptive Insights, a Workday company
Customer Focus
9.0

Online Shopping Cart

Adaptive Insights, a Workday company
Customer Focus
9.0
Checkout user experience
Adaptive Insights, a Workday company
Customer Focus
9.0

eCommerce Marketing

Adaptive Insights, a Workday company
Customer Focus
8.0
Personalized recommendations
Adaptive Insights, a Workday company
Customer Focus
9.0
SEO
Adaptive Insights, a Workday company
Customer Focus
7.0

eCommerce Business Management

Adaptive Insights, a Workday company
Customer Focus
9.0
Shipping
Adaptive Insights, a Workday company
Customer Focus
9.0
Custom functionality
Adaptive Insights, a Workday company
Customer Focus
9.0

Pros

Adaptive Insights, a Workday company

  • Discovery - monitoring KPIs. The new Discovery interface is the easiest dashboard I've ever used. I can have a new report on a Dashboard in under a minute.
  • Reporting - the click and drag graphical user interface makes it easy to design reports to answer almost any financial question. It also makes it easy to adapt a single report for 100 different users.
  • Planning - having multiple versions and multiple levels allows us to compare, contrast, monitor and manage with ease.
Daniel Killpack profile photo

Customer Focus

  • Facilitates the interaction between the company and customers, through various communication channels, thanks to the storage of information of interest, such as the needs and preferences for products or services.
  • Access data of interest (about the clients, their histories, products, prices, etc.,) from any place with access to the internet
  • An extensive knowledge about the clients allows the company to present commercial offers adapted to their needs, so the income is also higher, through a lower sales cycle. The CRM allows to enhance sales and marketing functions.
Marlon Seijas profile photo

Cons

Adaptive Insights, a Workday company

  • The Adaptive Planning portion of the suite is very mature and has few short-comings. The biggest improvement I can think of is the ability for formulas to cross versions.
  • The Adaptive Discovery (dashboard) portion of the suite is much less mature. There are many chart types not available that are in Excel. For example, I would like to have an X-Y scatter chart to use. Also, some of the dial (chart) types have very little formatting options (like pie charts).
  • While the object of the web-based product is to eliminate paper printing, there are times when it is necessary to print financial statements. It would be nice to print directly to pdf with the ability to format the reports.
Jack Kersjes profile photo

Customer Focus

  • Cost is always an element to consider when purchasing a computer solution, both for the purchase of the software and for its maintenance, many forget about the ongoing support costs that come with software.
  • Many systems are backed up automatically through the cloud or through some other solution, but not all. So there is a good chance that the data will be lost. it is therefore necessary to take the safe backup forecasts in the event of any unforeseen occurrence and cause us an unpleasant surprise.
  • There is a difference between being served by a real person when making a phone call, to an automated attention system. Sometimes it is good to make the tasks more automatic, but it is also good to have a little personalized help to avoid losing the human value of relationships.
Marlon Seijas profile photo

Likelihood to Renew

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.6
Based on 32 answers
At this point we have set up our reporting to integrate with Adaptive. We have spent some non-recurring money to set up and populate the system. Switching at this point would only be an option if we were unhappy with the decision. This might seem like I am side-stepping the issue but I think an important point is being made. Whatever system you decide to go with, changing later is costly and unproductive. We chose Adaptive and have absolutely no regrets. We are currently at a crossroads here at Teachscape and are looking at several different potential options. If we were still relying on a 20 to 40 sheet Excel workbook with thousands of links and formulas, I don't think I would be able to sleep at night. Adaptive gives me a greater level of comfort.
Michael Bright profile photo

Customer Focus

No score
No answers yet
No answers on this topic

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.5
Based on 76 answers
There is a learning curve to using Adaptive but it is easily overcome with regular use. Once a user is comfortable with the tool it is easy to navigate and faster than moving between and maintaining multiple files as was required before Adaptive was implemented.
Justin Wade profile photo

Customer Focus

No score
No answers yet
No answers on this topic

Reliability and Availability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 9 answers
We can access Adaptive anytime 24/7 from any computer or laptop pc or Mac. They are committed to keep this product up to date and relevant
Harry Vasels profile photo

Customer Focus

No score
No answers yet
No answers on this topic

Performance

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg profile photo

Customer Focus

No score
No answers yet
No answers on this topic

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 6.8
Based on 11 answers
Support questions are always answered quickly.
Andrew Rosenberg profile photo

Customer Focus

No score
No answers yet
No answers on this topic

Online Training

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
Based on 6 answers
Training receives the highest rating due to the availability of Webex training from an expert at Adaptive, with several sessions tailored to specific features including personnel, capital, formulas, reporting, etc
Andrew Rosenberg profile photo

Customer Focus

No score
No answers yet
No answers on this topic

Implementation

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
Based on 13 answers
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski profile photo

Customer Focus

No score
No answers yet
No answers on this topic

Alternatives Considered

Adaptive Insights, a Workday company

Other than Excel, we did not look at other systems. Key for us was also a bridge or link to our current ERP system, Intacct. I also researched retention of customers with Adaptive. I could not find any vendors who left Adaptive. Strong retention.
Bryan Schmidt profile photo

Customer Focus

Sales management is based on the management of customer relationships and must be centralized so that its analysis is effective. The data that is collected must be available for the generation of statistics for decision making by the directory. This tool allows us to generate the necessary data to generate results, save time and production cost. The other products did not fit our objectives.
Marlon Seijas profile photo

Scalability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo

Customer Focus

No score
No answers yet
No answers on this topic

Return on Investment

Adaptive Insights, a Workday company

  • Adaptive has significantly decreased the time to generate month end financials and associate forecast.
  • Adaptive has enabled us to easily create what-if scenarios which either were not possible before or would be too time consuming to take on.
Justin Wade profile photo

Customer Focus

  • With the information available, about the clients, the company can know and segment the markets and develop effective and successful marketing campaigns.
  • With the information the employee can develop more personalized relationships with the client.
  • This customer service tool facilitated the administrative processes of sales to achieve higher performance and better results in the company.
Marlon Seijas profile photo

Screenshots

Pricing Details

Adaptive Insights, a Workday company

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
1.  per seat, per installation

Adaptive Insights, a Workday company Editions & Modules

Adaptive Insights, a Workday company
Additional Pricing Details

Customer Focus

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$249*
1.  Site setup and training

Customer Focus Editions & Modules

Customer Focus
Edition
Standard
$501
Ultimate
$991
1. # of stores and users
Additional Pricing Details

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