Likelihood to Recommend Board is a useful tool with a great set of features. We migrated from human apps to board and we find it relatively fast in search results and better-managed threads and forums. There are some areas, such as UI and interactions which could be improved but overall a great product. The learning section is also pretty good.
Read full review Adaptive is much more versatile than most planning software, and in most ways better than Excel for planning and analytics. It is great and bringing together data from multiple sources, especially if on the Workday platform, and really allows your team to collaborate in real time without any issues unlike trying to work in Excel workbooks at the same time or needing an adminstrator to enter data for you. Power users can even update models and reports themselves and share with others. The flexibility of designing your own models is also great in allowing you to plan however granular you need and have different methods of planning for different business units but bring it all together consolidated.The reporting is the least useful feature. Yes, OfficeConnect gives you all the power of Excel and PowerPoint and is great if you can utilize it, but for now it only works on Windows when many businesses have shifted to Apple or Google platforms. Also, OfficeConnect is not fast or easy to use, like the web reports and web dashboards, which are great for quick ad-hoc reports but not great for presentation-level reports. This creates a huge disconnect in the quickness of analytics, if you want to run and show in depth analytics you'll need OfficeConnect due to the limited functionality and limited formula capabilites of Adaptive web reports which requires someone to build and maintain and refresh the OfficeConnect reports which is slow and not easily shared with other users.Also the planning functionality of the 3 sheet types have not been updated in years. Some new features or sheet types would be greatly appreciated.
Read full review Pros The user interface is intuitive and easy to navigate You don't need programming knowledge to create dashboards which is a great flex for non-technical users You can seamlessly convert large, raw, and complex data to meaningful reports to visualize better and plan to act accordingly The financial forecasting that Board provides post-analysis is truly reliable Read full review It helps create dynamic plans for finances, operations and various functional units in an organization all under one platform It helps in scenario modeling to help analyze various business events and report by any number of business dimensions including channel, customer or product It can be integrated with any system including ERP, BI or CRM Read full review Cons Board BI tool has a steep learning curve and can be challenging for a new user to reach to board's full capacity. We have to use a windows scheduler to schedule data import tasks; it would be great if Board could provide its own scheduler. Read full review Variable Time Roll-ups. Different entities within our company look at "years" differently, but we're only able to specify one global time roll-up for aggregating data quickly, which can lead to some confusion. Administrative UI. Management of Access Rules and ordering sheets from an administrative point of view can be a bit tedious and have received less attention than other features recently. List Sheet Reporting. Any sheet that is a variable list of things (like People, Capital Projects, Marketing Programs) is somewhat constrained in how it can be reported on. Adaptive provides two kinds of reports but both leave something to be desired when reporting on this kind of data. Read full review Likelihood to Renew Board is a fantastic product for swift BI solution delivery when compared with its peers. Ease of use, support and integration with Microsoft Office Addin open a wide horizon of opportunities for further enhancements to solutions. Easy bespoke app development capabilities make it a winner for us. BOARD is just like a white canvas, it lets you explore your creative side while designing and delivering a solution
Gaurav Suri Finance Business Partner - Business Intelligence Developer
Read full review For one we're in way too deep to not move forward with Adaptive. We're integrated with Workday, we do a ton of reporting with Adaptive, and it's working very well for planning and forecasting. No reason to look back or change course.
Read full review Usability From a user perspective, Board is quite simple to use. You can evaluate the presentation of the data, the navigation, the configuration of the users, the selection of the data etc ... It would have a better rating if it were even more intuitive as regards the construction of a project, starting from the database, to the info-cubes, to entities, to data acquisition procedures from other servers.
Read full review Workday Adaptive Planning has detailed online help with both articles and videos that are comprehensive. It has a lot of similarities to Excel, which most finance people are already familiar with, plus the user interface is intuitive and easy to pick up. The online support team is quick to respond and very knowledgeable.
Read full review Reliability and Availability There haven't been any lately. The only one issue I can think of is when there was an update in Adaptive that altered our reports. Before I realized there was an issue, Adaptive reached out to let me know, so that it could be fixed.
Read full review Performance very fast and no integration problems
Read full review All aspects of Adaptive Insights perform well. One area that I wish was quicker was integration. When importing data from Intacct our accounting ERP platform, it can sometimes take 4 hours for the import to process. The earlier imports are done, the quicker they complete. My estimate for a quick upload is about two hours.
Read full review Support Rating The only time I needed assistance was due to a problem in the prints: the colors of the brochures as they were on the screen were not reproduced in the print, but a series of standard colors were reproduced. This fact made colored numbers on a colored background illegible. From the assistance they confirmed that it was a problem of version 10.2 that occurred when leaving the brochures with the default colors proposed by Board. To obtain the desired colors, they had to be personalized ... I didn't like the solution very much and the technician who recommended it didn't like me either, but they would have solved the problem with the following versions. In any case, the assistance was quick and effective even if not exactly efficient.
Read full review Whenever we have had any questions, issues, or concerns, the support has been quick and thorough. [This] allow[s] us to be able to fully resolve any issues, or be connected with the right group quickly to attain the result we were after; be it from simple formatting to adding new detailed reporting.
Read full review In-Person Training Board is fairly simple and straight forward. Advance training on workflows and procedures is a good one but the training content only touches through the interesting areas. training content needs to cover a few areas more in-depth
Gaurav Suri Finance Business Partner - Business Intelligence Developer
Read full review This was extremely helpful so that they could walk you through the model and teach you more about the complexity of various areas. It is most helpful when it is specific to your organization's model. The larger in-person trainings were helpful but they tended to be more generic and entry level. The trainings that are more tailored to your specific needs are the most helpful.
Read full review Online Training They often times tended to be way too generic or entry level. They would also become sales pitches to upgrade or get new Adaptive Planning products. The questions in the training would be very niche and specific to other organizations. They were rarely helpful to the group at large.
Read full review Implementation Rating The problem of user profiling in our context is certainly quite complex. The complexity is given by the fact that the company is divided territorially into logistic points of sale, but at the same time they are virtually divided into divisions (or specific implementation areas) and points of sale of competence. The same operator can have access to data at different logistic sales points, sales points of competence and divisions.
Read full review Trust the expertise of very strong 3rd party implementers. Having deployed Adaptive at a separate company before, I thought I knew it all (hubris, I know). Fortunately, I began to (very quickly) trust the judgment of our Carlson implementation team, and they provided invaluable insights and best-in-class processes that have benefitted me and my team greatly.
Read full review Alternatives Considered Board has been more complete when compared to
Anaplan . Although I didn't participate in the buying decision of any of those products I have used both and by far Board just has more features. It's more than a CPM, it's BI and CPM put together. If I had to make a choice now it would be Board.
Read full review Workday became our choice because it is fully web-based and easily integrates with other systems. The learning curve for Workday was shorter than that of Dynamics. The reporting tools in Workday are more user-friendly than that of Dynamics. However Workday did not have Check Printing tools which are available in Dynamics. The organization started a project to digitize all financial transactions so it was not a priority feature. When it comes to scaling up the functionalities of Workday it was much easier than Dynamics.
Read full review Contract Terms and Pricing Model Good read only seat access
Read full review Scalability We went from 2 users to 70+ users over a 2 year period of time. The application scaled wonderfully. 65 of those users were non-finance users so they were able to quickly learn the software and prepare budgets quickly and efficiently. That is the power of Adaptive and its ability to scale
Read full review Professional Services This is now available in house at Workday which is convenient.
Read full review Return on Investment Board facilitates proactive decision making - it gives all the insights of the company's needs, which includes predictive analytics and manipulation of data to make different types of reports. Easy to use for non-programmer and integration with other software is seamless. It has [the] ability to handle large amounts of data. It facilitates advanced decision-making. Read full review Adaptive Insights has had a positive impact on organizational expansion. With our break-even analysis we have created, what would once take place in a notebook or Excel, we have created templates and can run a conservative estimate on revenue and costs quite quickly. We have cut back on research and time on expansion by months this way, to mere hours. One negative impact is the costs with implementing connections between our other ERP systems with Adaptive Insights. Currently, we would like to have near real-time data, but cannot due to the costs. Currently, I am tasked with uploading from multiple systems and this can be time consuming, especially during a close. Overall, positively we have had an excellent experience. The ease of the functionality and the easy learning curve have enabled everyone on my team to have an enjoyable experience. Read full review ScreenShots Workday Adaptive Planning Screenshots