What users are saying about
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Top Rated
218 Ratings
28 Ratings

Adaptive Insights, a Workday company

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Top Rated
218 Ratings
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Score 8.6 out of 101
28 Ratings
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Score 8.6 out of 101

Likelihood to Recommend

Adaptive Insights, a Workday company

It is well suited for mid-size companies to have a budgeting, forecasting, and reporting platform. The system needs data and someone to maintain it so it would not be well suited for a small company or one without a dedicated finance team.
Brian Kyslinger profile photo

Workbooks

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Brian Walsh profile photo

Feature Rating Comparison

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

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

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.3
Workbooks
Long-term financial planning
Adaptive Insights, a Workday company
8.4
Workbooks
Financial budgeting
Adaptive Insights, a Workday company
8.7
Workbooks
Forecasting
Adaptive Insights, a Workday company
9.0
Workbooks
Scenario modeling
Adaptive Insights, a Workday company
7.1
Workbooks
Management reporting
Adaptive Insights, a Workday company
8.3
Workbooks

Consolidation and Close

Adaptive Insights, a Workday company
7.5
Workbooks
Financial data consolidation
Adaptive Insights, a Workday company
7.9
Workbooks
Journal entries and reports
Adaptive Insights, a Workday company
5.8
Workbooks
Multi-currency management
Adaptive Insights, a Workday company
7.3
Workbooks
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
Workbooks
Minority Ownership
Adaptive Insights, a Workday company
7.1
Workbooks
Local and consolidated reporting
Adaptive Insights, a Workday company
8.2
Workbooks
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
Workbooks

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
7.8
Workbooks
Financial Statement Reporting
Adaptive Insights, a Workday company
8.9
Workbooks
Management Reporting
Adaptive Insights, a Workday company
8.4
Workbooks
Excel-based Reporting
Adaptive Insights, a Workday company
7.3
Workbooks
Automated board and financial reporting
Adaptive Insights, a Workday company
7.7
Workbooks
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.7
Workbooks

Analytics

Adaptive Insights, a Workday company
7.2
Workbooks
Personalized dashboards
Adaptive Insights, a Workday company
7.4
Workbooks
Color-coded scorecards
Adaptive Insights, a Workday company
6.4
Workbooks
KPIs
Adaptive Insights, a Workday company
7.4
Workbooks
Cost and profitability analysis
Adaptive Insights, a Workday company
8.1
Workbooks
Key Performance Indicator setting
Adaptive Insights, a Workday company
8.0
Workbooks
Benchmarking with external data
Adaptive Insights, a Workday company
6.1
Workbooks

Integration

Adaptive Insights, a Workday company
8.2
Workbooks
Flat file integration
Adaptive Insights, a Workday company
8.0
Workbooks
Excel data integration
Adaptive Insights, a Workday company
8.3
Workbooks
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.3
Workbooks

Sales Force Automation

Adaptive Insights, a Workday company
Workbooks
7.7
Customer data management / contact management
Adaptive Insights, a Workday company
Workbooks
8.5
Workflow management
Adaptive Insights, a Workday company
Workbooks
8.2
Territory management
Adaptive Insights, a Workday company
Workbooks
7.7
Opportunity management
Adaptive Insights, a Workday company
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Adaptive Insights, a Workday company
Workbooks
6.4
Contract management
Adaptive Insights, a Workday company
Workbooks
7.2
Quote & order management
Adaptive Insights, a Workday company
Workbooks
7.6
Interaction tracking
Adaptive Insights, a Workday company
Workbooks
6.4
Channel / partner relationship management
Adaptive Insights, a Workday company
Workbooks
8.4

Customer Service & Support

Adaptive Insights, a Workday company
Workbooks
6.3
Case management
Adaptive Insights, a Workday company
Workbooks
6.2
Call center management
Adaptive Insights, a Workday company
Workbooks
6.8
Help desk management
Adaptive Insights, a Workday company
Workbooks
5.8

Marketing Automation

Adaptive Insights, a Workday company
Workbooks
7.3
Lead management
Adaptive Insights, a Workday company
Workbooks
8.0
Email marketing
Adaptive Insights, a Workday company
Workbooks
6.6

CRM Project Management

Adaptive Insights, a Workday company
Workbooks
7.5
Task management
Adaptive Insights, a Workday company
Workbooks
7.7
Billing and invoicing management
Adaptive Insights, a Workday company
Workbooks
6.8
Reporting
Adaptive Insights, a Workday company
Workbooks
7.8

CRM Reporting & Analytics

Adaptive Insights, a Workday company
Workbooks
8.6
Forecasting
Adaptive Insights, a Workday company
Workbooks
8.2
Pipeline visualization
Adaptive Insights, a Workday company
Workbooks
8.8
Customizable reports
Adaptive Insights, a Workday company
Workbooks
8.8

Customization

Adaptive Insights, a Workday company
Workbooks
7.8
Custom fields
Adaptive Insights, a Workday company
Workbooks
8.4
Custom objects
Adaptive Insights, a Workday company
Workbooks
7.6
Scripting environment
Adaptive Insights, a Workday company
Workbooks
7.5
API for custom integration
Adaptive Insights, a Workday company
Workbooks
7.5

Security

Adaptive Insights, a Workday company
Workbooks
7.5
Single sign-on capability
Adaptive Insights, a Workday company
Workbooks
7.0
Role-based user permissions
Adaptive Insights, a Workday company
Workbooks
8.0

Social CRM

Adaptive Insights, a Workday company
Workbooks
6.6
Social data
Adaptive Insights, a Workday company
Workbooks
6.0
Social engagement
Adaptive Insights, a Workday company
Workbooks
7.3

Integrations with 3rd-party Software

Adaptive Insights, a Workday company
Workbooks
6.8
Marketing automation
Adaptive Insights, a Workday company
Workbooks
6.7
Compensation management
Adaptive Insights, a Workday company
Workbooks
7.0

Platform

Adaptive Insights, a Workday company
Workbooks
4.3
Mobile access
Adaptive Insights, a Workday company
Workbooks
4.3

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

Workbooks

  • Automation - It allows you to create automated follow ups and reminders based on updating fields or other criteria
  • Reporting - In depth reporting and dashboards allow you to keep track of your business from following up on sales leads to what is in your pipeline. You can even automate reports so that they are created and sent in real time so you don't even have to be in the system to get your reports if you so choose.
  • Integrating with other platforms. We have integrated Workbooks with things like Quickbooks, MailChimp, HelloSign and others to make our processes more automated and streamlined.
  • High amount of Customization - No limitations on custom fields that can be created, multiple form layouts per record type, create your own relationships between people and/or organizations.
Brian Walsh profile photo

Cons

Adaptive Insights, a Workday company

  • The in-house consultants who originally set up Adaptive were poor listeners - and as a result built a model that didn't work for my organization. I had to hire an outside consulting firm with more experience with nonprofits to redo my model. I lost about 1 year of usefulness as a result.
  • Mastering attributes for reporting takes time. The system can do many things, but not without lots of time and effort. I ended up hiring a consultant to build initial reports I needed. I'm comfortable enough now to edit and update, but still have some hesitancy building new reports. One difficulty I have is not knowing the impact a single change, such as the name of a field, can have on everything else associated with that named field or dimension or attribute. It would be nice to have a map showing the links between everything.
Daniel Killpack profile photo

Workbooks

  • It would be nice to have the google calendar integration now, but it's coming in Q1 of 2015 so we're happy to have that feature.
Brian Walsh profile photo

Likelihood to Renew

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.8
Based on 33 answers
Intuitive and Easy to MaintainThe Adaptive Suite is a very reliable Corporate Performance Management Solution. The solution is very easy to.use and provides timely, quality reporting. We have used the solution continuously for six years and been very pleased with the ongoing enhancements. Beyond our own positive experience we support many clients across commerce, industry and government. Nearly all our supported customers provide very positive feedback and continue to renew their subscriptions.
Greg Clarke profile photo

Workbooks

Workbooks 8.5
Based on 7 answers
Put simply, we are happy with the product.
James Gray profile photo

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.4
Based on 77 answers
Building complex reports is still difficult to do when using dimension or level attributes. Formulas are still a challenge.
Daniel Killpack profile photo

Workbooks

Workbooks 7.3
Based on 1 answer
No answer on this topic is available.

Reliability and Availability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 9 answers
As far as I recall, it is always up and available when I need to use it, except obviously when it announced couple of hours of down time during its upgrade or maintenance.
Lenny Wu, MBA, MA, CPA, CGA profile photo

Workbooks

Workbooks 9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman profile photo

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

Workbooks

No score
No answers yet
No answers on this topic

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.6
Based on 12 answers
Their support infrastructure is world-class. Of course, they have a team that responds directly to issues/questions, but they also have an ecosystem of support (blogs, user forums) and training (in fact, they're training modules are some of the best I've seen).
Brad MacDonald profile photo

Workbooks

Workbooks 8.2
Based on 1 answer
No answer on this topic is available.

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

Workbooks

Workbooks 6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA profile photo

Implementation

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.5
Based on 14 answers
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski profile photo

Workbooks

No score
No answers yet
No answers on this topic

Alternatives Considered

Adaptive Insights, a Workday company

We previously only used Excel for budgeting and reporting. We now use Adaptive for all budgeting and use an add-on product called Office Connect to build reports that automate our data each month. We find the Office Connect reporting a little more user-friendly than the in-house reporting feature.
Amy Kee, CPA profile photo

Workbooks

We selected Workbooks because it had a more powerful reporting engine and a much slicker way of managing the sales pipeline and territories. It also gave us the ability to manage the support contracts better and ensure that the support team knew exactly who was in an active support contract and who wasn't eligible for support.
Dianne Moralee 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

Workbooks

No score
No answers yet
No answers on this topic

Return on Investment

Adaptive Insights, a Workday company

  • Significantly decreased our budget cycle time. Fewer hours dedicated to running multiple excel scenarios for the budget season and more time spent assessing the overall assumptions/inputs.
  • Reduced our month-end reporting cycle to 2 days with forecasting ready.
Meghan Gardiner, CPA, CA profile photo

Workbooks

  • I can only compare where we were before we had Workbooks and we really lacked automation which meant that we were spending valuable time doing things that could have been automated.
Dianne Moralee profile photo

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

Workbooks

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Workbooks Editions & Modules

Workbooks
Edition
Workbooks CRM Edition
$301
Workbooks Business Edition
$701
1. per user/per month
Additional Pricing Details

Add comparison