Adaptive Insights, a Workday company

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
211 Ratings

Microsoft BI

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
653 Ratings

Adaptive Insights, a Workday company

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
211 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.6 out of 101

Microsoft BI

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
653 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8 out of 101

Add comparison

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

Microsoft BI

Flexibility, engagement, training resources, updates, cost, implementation, ease of use, support; these are the reasons why I would recommend Power BI. Power BI is best suited for situations where collaboration is needed among several different groups who are working concurrently on different activities. Where there are multiple levels of data that need to be parsed through. It's difficult to think of a scenario where it wouldn't be beneficial other than the obvious.
Jason Leidig profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights, a Workday company
9.3
Microsoft BI
8.0
Pixel Perfect reports
Adaptive Insights, a Workday company
9.0
Microsoft BI
7.9
Customizable dashboards
Adaptive Insights, a Workday company
10.0
Microsoft BI
7.9
Report Formatting Templates
Adaptive Insights, a Workday company
9.0
Microsoft BI
8.2

Ad-hoc Reporting

Adaptive Insights, a Workday company
8.0
Microsoft BI
8.4
Drill-down analysis
Adaptive Insights, a Workday company
9.0
Microsoft BI
8.2
Formatting capabilities
Adaptive Insights, a Workday company
7.0
Microsoft BI
8.4
Integration with R or other statistical packages
Adaptive Insights, a Workday company
8.0
Microsoft BI
8.2
Report sharing and collaboration
Adaptive Insights, a Workday company
8.0
Microsoft BI
8.9

Report Output and Scheduling

Adaptive Insights, a Workday company
8.0
Microsoft BI
8.2
Publish to PDF
Adaptive Insights, a Workday company
8.0
Microsoft BI
8.8
Report Versioning
Adaptive Insights, a Workday company
8.0
Microsoft BI
8.2
Report Delivery Scheduling
Adaptive Insights, a Workday company
8.0
Microsoft BI
7.6
Publish to Web
Adaptive Insights, a Workday company
Microsoft BI
8.3
Delivery to Remote Servers
Adaptive Insights, a Workday company
Microsoft BI
8.2

Data Discovery and Visualization

Adaptive Insights, a Workday company
7.7
Microsoft BI
8.2
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights, a Workday company
7.0
Microsoft BI
8.5
Location Analytics / Geographic Visualization
Adaptive Insights, a Workday company
8.0
Microsoft BI
8.0
Predictive Analytics
Adaptive Insights, a Workday company
8.0
Microsoft BI
8.1

Access Control and Security

Adaptive Insights, a Workday company
9.0
Microsoft BI
8.4
Multi-User Support (named login)
Adaptive Insights, a Workday company
9.0
Microsoft BI
8.4
Role-Based Security Model
Adaptive Insights, a Workday company
9.0
Microsoft BI
8.1
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights, a Workday company
9.0
Microsoft BI
8.5
Single Sign-On (SSO)
Adaptive Insights, a Workday company
Microsoft BI
8.4

Mobile Capabilities

Adaptive Insights, a Workday company
8.5
Microsoft BI
8.2
Responsive Design for Web Access
Adaptive Insights, a Workday company
8.0
Microsoft BI
8.2
Dedicated iOS Application
Adaptive Insights, a Workday company
8.0
Microsoft BI
8.4
Dedicated Android Application
Adaptive Insights, a Workday company
8.0
Microsoft BI
8.1
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights, a Workday company
10.0
Microsoft BI
8.2

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.5
Microsoft BI
Long-term financial planning
Adaptive Insights, a Workday company
8.8
Microsoft BI
Financial budgeting
Adaptive Insights, a Workday company
8.8
Microsoft BI
Forecasting
Adaptive Insights, a Workday company
9.0
Microsoft BI
Scenario modeling
Adaptive Insights, a Workday company
8.1
Microsoft BI
Management reporting
Adaptive Insights, a Workday company
8.0
Microsoft BI

Consolidation and Close

Adaptive Insights, a Workday company
7.5
Microsoft BI
Financial data consolidation
Adaptive Insights, a Workday company
7.9
Microsoft BI
Journal entries and reports
Adaptive Insights, a Workday company
5.7
Microsoft BI
Multi-currency management
Adaptive Insights, a Workday company
7.5
Microsoft BI
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
Microsoft BI
Minority Ownership
Adaptive Insights, a Workday company
7.1
Microsoft BI
Local and consolidated reporting
Adaptive Insights, a Workday company
8.2
Microsoft BI
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
Microsoft BI

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
8.2
Microsoft BI
Financial Statement Reporting
Adaptive Insights, a Workday company
8.9
Microsoft BI
Management Reporting
Adaptive Insights, a Workday company
8.5
Microsoft BI
Excel-based Reporting
Adaptive Insights, a Workday company
8.3
Microsoft BI
Automated board and financial reporting
Adaptive Insights, a Workday company
8.3
Microsoft BI
XBRL support for regulatory filing
Adaptive Insights, a Workday company
7.0
Microsoft BI

Analytics

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

Integration

Adaptive Insights, a Workday company
8.5
Microsoft BI
Flat file integration
Adaptive Insights, a Workday company
8.2
Microsoft BI
Excel data integration
Adaptive Insights, a Workday company
8.6
Microsoft BI
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.6
Microsoft BI

Application Program Interfaces (APIs) / Embedding

Adaptive Insights, a Workday company
Microsoft BI
7.8
REST API
Adaptive Insights, a Workday company
Microsoft BI
7.9
Javascript API
Adaptive Insights, a Workday company
Microsoft BI
8.3
iFrames
Adaptive Insights, a Workday company
Microsoft BI
7.7
Java API
Adaptive Insights, a Workday company
Microsoft BI
7.6
Themeable User Interface (UI)
Adaptive Insights, a Workday company
Microsoft BI
7.9
Customizable Platform (Open Source)
Adaptive Insights, a Workday company
Microsoft BI
7.6

Pros

  • I love how easy it is to track software and general amortizations in Adaptive. The software has been an issue with my past employers, but it flows very easily here in Adaptive.
  • We also use Adaptive's OfficeConnect for easy reporting. It has helped us automate our reporting as we work with internal departments. We have the reports built, and the software and can refresh all of them simultaneously, reducing generation time and giving us more time for analysis.
  • We are building out more operational metrics now. We are starting to track sales opportunities across different business segments to see the correlation between spending activities and opportunity generation. This helps us set better targets in the future. This paired with OfficeConnect also makes it very easy to track and report on operational metrics in addition to financial metrics.
Mark McConkie profile photo
  • Ease of use: For end user Microsoft Power BI is incredibly easy to use. Excel is simple for most people. The presentation through SharePoint gives users with any medium the ability to instantly use the dashboards. End users are able to use mobile, local and just about anyway they would choose.
  • High Adoption Rate: We had a very high adoption rate causing many of our users to be incredibly engaged. The adoption of is due to many users already familiar with the tools they grew up on. If you grew up on Excel, then you will instantly feel at home in the tools. The new add ons are rarely a challenge even for novice users.
  • Mapping functions: The mapping functions are one of the cooler features. Power Maps automatically recognizes zip codes and other addresses much like other packages. The one item I really liked was the ability to create a movie file that would play over time showing the growth across a map through the different areas. Saved as a MP4 then blended with music made this function particularly delicious for many of our end users.
  • The Gateway: MS has provided a really cool little trick. The Gateway. I will explain this part later in my review.
Sean Warren profile photo

Cons

  • The layout of the various reporting options could be displayed in a more user-friendlier way. It's a bit difficult to locate where to find the reports.
  • I'm finding that the drill down feature from the monthly financials section is not as convenient as it should be.
  • The exporting to Excel or PDF format is a bit off - it's time consuming to manipulate the excel to a regular paper size.
Jessalyn Ka profile photo
  • Power Pivot is a very good tool to do self service BI but there is no direct way to implement row based security to the model. There has to be a mechanism where the owner of the book can lock the model within the book to be read only or hide the model so that other users will only see the reports and not the underlying data model
  • Many to many functionality is simple in multi dimensional cubes but there is no direct and efficient way available in SSAS Tabular model and Power Pivot
  • Even though Power Pivot is a easy to use and fast to implement BI solution, without proper training, end users can't utilize all the functionality of Power Pivot and common mistakes and misunderstandings will be expensive in long run
No photo available

Likelihood to Renew

Adaptive Insights, a Workday company8.6
Based on 32 answers
We have renewed this a number of times. It fits our business model and it is now an integral part of our organization.
Harry Vasels profile photo
Microsoft BI8.0
Based on 25 answers
Microsoft BI is a great tool but may require additional, expensive staff to maintain the software and keep it running on a day to day basis from an operational perspective. Other BI products are making the jump to "Self Service" Business Intelligence, empowering the end user to create and modify their data needs. However, if a company resides on a MS SQL server structure, Microsoft's BI tool is easy to integrate and can deploy an enterprise BI solution in a relative short time. Considering the initial software costs, you get a lot for your money
Bryan Simmons profile photo

Usability

Adaptive Insights, a Workday company7.6
Based on 76 answers
Building complex reports is still difficult to do when using dimension or level attributes. Formulas are still a challenge.
Daniel Killpack profile photo
Microsoft BI7.0
Based on 5 answers
Easy to use. Good User Interface and visualizations
No photo available

Reliability and Availability

Adaptive Insights, a Workday company9.1
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
Microsoft BI9.5
Based on 2 answers
The product has been reliable.
Robert Goodman profile photo

Performance

Adaptive Insights, a Workday company9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg profile photo
Microsoft BI7.0
Based on 2 answers
SQL Server Reporting Services (SSRS) can drag at times. We created two report servers and placed them under an F5 load balancer. This configuration has worked well. We have seen sluggish performance at times due to the Windows Firewall.
Robert Goodman profile photo

Support

Adaptive Insights, a Workday company6.8
Based on 11 answers
Support requests are always handled promptly and resolved favourably.Many user support requests arise during initial deployment and use and often represent questions relating to best methods or how to approach their particular situation, which we gladly assist with as we provide the appropriate skills transfer training and assistance.As clients become more knowledgeable in working with the product suite then they tend not to ask many questions.
Greg Clarke profile photo
Microsoft BI7.1
Based on 6 answers
We are not currently utilizing Microsoft's technical support.
Robert Goodman profile photo

In-Person Training

No score
No answers yet
No answers on this topic
Microsoft BI6.9
Based on 3 answers
This training was more directed toward what the product was capable of rather than actual programming.
Stephanie Grice profile photo

Online Training

Adaptive Insights, a Workday company8.2
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
Microsoft BI8.5
Based on 2 answers
I have used on-line training from Microsoft and from Pragmatic Works. I would recommend Pragmatic Works as the best way to get up to speed quickly, and then use the Microsoft on-line training to deep dive into specific features that you need to get depth with.
Sean Brady profile photo

Implementation

Adaptive Insights, a Workday company8.2
Based on 13 answers
In our experience the Adaptive Suite is quick and easy to deploy. Most implementations are facilitated in just a few weeks but may range depending on organisation complexity from say 2 to 12 weeks with only the very largest and most complex taking a little longer. When key stakeholders are properly engaged and the opportunities for skills transfer are exercised, we find that implementations proceed well and are delivered on time and to project budget
Greg Clarke profile photo
Microsoft BI9.6
Based on 7 answers
Be prepared to help business users define their data. We found that different campuses had different definitions for the same thing. This took some change management and negotiating to get each team to come to a common understanding.
Robert Goodman profile photo

Alternatives Considered

We did not go through a full-blown software selection process, nor have I used other products in the past. Previous to Adaptive, we used Management Reporter (formerly FRx, now part of Microsoft Dynamics GP) for our financial statements, and Excel for our budgeting. Adaptive is far superior to either of those.We pursued Adaptive mainly through word of mouth. When discussing the availability of products with other accounting professionals, it was clear Adaptive was becoming the industry leader for our company size. We had a demo of the product presented by them. Since we liked it so much, we decided to go with them even though we had not reviewed other products.
Jack Kersjes profile photo
Microstrategy - I went with Microsoft BI because of features, usability, integration capabilities, performance, availability of talent, cost, and end-user (self-service) capabilities.
Sean Brady profile photo

Scalability

Adaptive Insights, a Workday company9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo
No score
No answers yet
No answers on this topic

Return on Investment

  • Adaptive offers plenty of flexibility with what-if scenario modeling. It's very easy to save different versions of the plan/forecast and to control access rights to the versions. It's possible to hide versions from all users or to set them as read only.
  • Adaptive makes month end variance analysis very straightforward. Comparing actuals with budget/forecast is quite simple and efficient. It's easy to do a high-level comparison and then to do a deep dive where needed. Also, the budget managers can perform their own reviews simultaneously.
  • We've been using the software for 5 years and our budget/forecast cycles change all of the time. Adaptive offers the flexibility needed to create rolling forecasts that extend out several years. However, I wish that it was easier to roll forward historical results into future periods - there's a mix of actual/budget data that gets rolled forward and there's a lot of editing required to arrive at a baseline budget.
Jennifer Summitt profile photo
  • At the moment, the lack of use of Power BI has indered our market progression IMO
  • A large majority of customers keeps the solution once implemented, very few have switched platform
  • Once organizations implement Office 365, the potential for added business with Microsoft BI will really manifest. At this time, the slow adoption of Office 2013 or more recent is limiting the analysis and visualizations capabilities of our average client.
Charles Saulnier 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

Adaptive Insights, a Workday company More Information

Microsoft BI

General
Free Trial
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No
Microsoft BI Editions & Modules
Microsoft BI
Edition
Power BI
$0
Power BI Pro
$102
2. per user per month
Additional Pricing Details

Microsoft BI More Information