What users are saying about
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Top Rated
76 Ratings
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Top Rated
240 Ratings

Board

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Top Rated
76 Ratings
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Score 8 out of 100

Workday Adaptive Planning

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Top Rated
240 Ratings
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Score 8.3 out of 100

Likelihood to Recommend

Board

Board is well suited for the build of a sales analysis dashboard where data feeds occur daily and slicing and dicing is required. Other functionality or use of the tool is to build a robust set of financials and or other operational reports that are needed. Standardized reports can be put together here.
Carlos Artieda, MBA | TrustRadius Reviewer

Workday Adaptive Planning

Adaptive Insights is well-suited for accommodating different areas within the organization that have different cost drivers and/or have different allocation needs. The capability to design planning sheets using the lookup values offers flexibility that was difficult to produce with confidence in our other planning tool. Using dimensions and attributes within our organization's design, allows the ability to dissect data in different ways and report in more flexible formats to meet user needs. In addition, the OfficeConnect plug-in with Adaptive offers expanded Board reporting capabilities where Adaptive Reporting may come up short. The Discovery Dashboard provides quick visuals for C-Suite on demand.
Limin Kinsey, CPA, CFE | TrustRadius Reviewer

Feature Rating Comparison

BI Standard Reporting

Board
7.3
Workday Adaptive Planning
9.3
Pixel Perfect reports
Board
6.9
Workday Adaptive Planning
9.0
Customizable dashboards
Board
7.7
Workday Adaptive Planning
10.0
Report Formatting Templates
Board
7.3
Workday Adaptive Planning
9.0

Ad-hoc Reporting

Board
7.2
Workday Adaptive Planning
8.0
Drill-down analysis
Board
8.3
Workday Adaptive Planning
9.0
Formatting capabilities
Board
7.5
Workday Adaptive Planning
7.0
Integration with R or other statistical packages
Board
5.9
Workday Adaptive Planning
8.0
Report sharing and collaboration
Board
7.0
Workday Adaptive Planning
8.0

Report Output and Scheduling

Board
7.4
Workday Adaptive Planning
8.0
Publish to Web
Board
7.1
Workday Adaptive Planning
Publish to PDF
Board
7.5
Workday Adaptive Planning
8.0
Report Versioning
Board
7.4
Workday Adaptive Planning
8.0
Report Delivery Scheduling
Board
7.4
Workday Adaptive Planning
8.0

Data Discovery and Visualization

Board
6.1
Workday Adaptive Planning
7.7
Pre-built visualization formats (heatmaps, scatter plots etc.)
Board
6.3
Workday Adaptive Planning
7.0
Location Analytics / Geographic Visualization
Board
5.5
Workday Adaptive Planning
8.0
Predictive Analytics
Board
6.4
Workday Adaptive Planning
8.0

Access Control and Security

Board
7.5
Workday Adaptive Planning
9.0
Multi-User Support (named login)
Board
7.4
Workday Adaptive Planning
9.0
Role-Based Security Model
Board
7.3
Workday Adaptive Planning
9.0
Multiple Access Permission Levels (Create, Read, Delete)
Board
7.5
Workday Adaptive Planning
9.0
Single Sign-On (SSO)
Board
8.0
Workday Adaptive Planning

Mobile Capabilities

Board
6.2
Workday Adaptive Planning
8.5
Responsive Design for Web Access
Board
6.8
Workday Adaptive Planning
8.0
Dedicated iOS Application
Board
5.5
Workday Adaptive Planning
8.0
Dedicated Android Application
Board
6.0
Workday Adaptive Planning
8.0
Dashboard / Report / Visualization Interactivity on Mobile
Board
6.7
Workday Adaptive Planning
10.0

Budgeting, Planning, and Forecasting

Board
7.5
Workday Adaptive Planning
8.4
Long-term financial planning
Board
7.8
Workday Adaptive Planning
7.8
Financial budgeting
Board
7.5
Workday Adaptive Planning
8.9
Forecasting
Board
7.1
Workday Adaptive Planning
9.0
Scenario modeling
Board
7.3
Workday Adaptive Planning
7.1
Management reporting
Board
8.0
Workday Adaptive Planning
9.0

Consolidation and Close

Board
7.9
Workday Adaptive Planning
8.0
Financial data consolidation
Board
7.7
Workday Adaptive Planning
8.7
Journal entries and reports
Board
7.6
Workday Adaptive Planning
6.4
Multi-currency management
Board
7.8
Workday Adaptive Planning
7.6
Intercompany Eliminations
Board
7.7
Workday Adaptive Planning
7.9
Minority Ownership
Board
9.0
Workday Adaptive Planning
8.0
Local and consolidated reporting
Board
7.5
Workday Adaptive Planning
8.6
Detailed Audit Trails
Board
7.6
Workday Adaptive Planning
8.6

Financial Reporting and Compliance

Board
7.8
Workday Adaptive Planning
7.9
Financial Statement Reporting
Board
7.8
Workday Adaptive Planning
8.7
Management Reporting
Board
7.9
Workday Adaptive Planning
8.6
Excel-based Reporting
Board
7.0
Workday Adaptive Planning
7.4
Automated board and financial reporting
Board
7.3
Workday Adaptive Planning
7.4
XBRL support for regulatory filing
Board
9.0
Workday Adaptive Planning
7.7

Analytics

Board
7.2
Workday Adaptive Planning
6.9
Personalized dashboards
Board
7.4
Workday Adaptive Planning
7.5
Color-coded scorecards
Board
7.1
Workday Adaptive Planning
6.4
KPIs
Board
7.4
Workday Adaptive Planning
7.3
Cost and profitability analysis
Board
7.4
Workday Adaptive Planning
8.3
Key Performance Indicator setting
Board
7.0
Workday Adaptive Planning
7.9
Benchmarking with external data
Board
7.0
Workday Adaptive Planning
4.3

Integration

Board
7.3
Workday Adaptive Planning
8.3
Flat file integration
Board
7.4
Workday Adaptive Planning
8.3
Excel data integration
Board
7.2
Workday Adaptive Planning
8.4
Direct links to 3rd-party data sources
Board
7.5
Workday Adaptive Planning
8.2

Pros

Board

  • One purchase many uses - By buying BOARD once, we can use it throughout the company for a variety of purposes. As more staff become familiar with it, they are starting to use it on their own, wherever they see a fit for it.
  • No programming - There is no need to understand any programming language. Everything is visual and easy to follow.
  • Mature product - BOARD has many well-respected brands using it already. We didn't want to be the first ones to try something new.
  • Easy drilling - Drilling is an out of the box feature. I don't need to setup anything special to see the details behind a given report.
Bob Gill | TrustRadius Reviewer

Workday Adaptive Planning

  • 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 | TrustRadius Reviewer

Cons

Board

  • The definition of the time frame present in the different databases can be improved. It is not possible to move the initial year once entered, except through the intervention of a technician.
  • The display performance of the reports can be improved; in databases that have a lot of data and many dimensions of analysis (i.e. entities defined in cubes), there are significant performance decays.
  • The other parts that can be improved concern the implementation part of the cubes and entities present in the databases: they do not follow the rules of relational databases and do not have precise logic.
  • The creation of dashboards/graphics is not as immediate as some competitors (see Qlik, Infragistic Reveal, Analisys Services) in the sense that, without a course, one cannot achieve it independently.
Emiliano Monterubbianesi | TrustRadius Reviewer

Workday Adaptive Planning

  • When trying to learn about a new feature or a feature I have not used previously it is sometimes difficult to find that information on the help section.
  • Adaptive can be deployed through consultants when they do not have specialized knowledge like higher education. This sometimes makes it difficult to determine who to contact when experiencing issues with the model after implementation.
  • You are limited to one master chart of accounts. When you have multiple businesses this can cause some difficulties that can be overcome, but takes additional thought and planning and can cause issues when making changes.
Brian Kyslinger | TrustRadius Reviewer

Likelihood to Renew

Board

Board 6.6
Based on 5 answers
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 | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 9.0
Based on 34 answers
The tools is powerful for planning and reporting purposes, but also very easy to use for non-financial end-users. Team members have expressed how happy they are with the application and the ability we've given them to make their work lives more efficient.
Brad MacDonald | TrustRadius Reviewer

Usability

Board

Board 7.5
Based on 5 answers
Overall, Board is easy to use and develop for. Users can quickly get up to speed and begin using with only a small amount of training. Generally, it takes longer to explain the data structure (our customization) than it does to explain the tool itself.The most consistent challenge we run into is hierarchy management. New members have to be mapped to each level of an entity. While there is a "normalization" process, it often fails to map correctly or in rare cases can change custom mapping that was previously set up.
Jeff Lynn | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 7.4
Based on 79 answers
Menus are easy to navigate, sheets are straightforward and flexible and you can work on your budget/forecasts without being at the office. The cloud based system makes it easy for users to complete their processes offsite and without needing there work provided computer. Creating new reports using both the web based Adaptive tool and OfficeConnect is quite simple with very minimal training.
Gary Grzesiak | TrustRadius Reviewer

Reliability and Availability

Board

Board 9.1
Based on 1 answer
No answer on this topic is available.

Workday Adaptive Planning

Workday Adaptive Planning 6.9
Based on 10 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 | TrustRadius Reviewer

Performance

Board

Board 9.1
Based on 1 answer
very fast and no integration problems
Anonymous | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 9.1
Based on 5 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg | TrustRadius Reviewer

Support Rating

Board

Board 8.1
Based on 5 answers
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.
Emiliano Monterubbianesi | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 8.2
Based on 26 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 | TrustRadius Reviewer

In-Person Training

Board

Board 7.3
Based on 2 answers
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 | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 8.2
Based on 1 answer
No answer on this topic is available.

Online Training

Board

No score
No answers yet
No answers on this topic

Workday Adaptive Planning

Workday Adaptive Planning 8.9
Based on 7 answers
Online webinars provided by Adaptive Insights gave me the opportunity to explore more features in AI and perform my tasks more efficiently.
Lenny Wu, MBA, MA, CPA, CGA | TrustRadius Reviewer

Implementation Rating

Board

Board 7.6
Based on 5 answers
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.
Emiliano Monterubbianesi | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 8.9
Based on 30 answers
Be open to working up the plan in a way that leverages the power of the software.

Look to maximise the knowledge transfer early on - the software is very usable. You'll be able to maintain it yourself rather than being hooked to the partner
Lee Hawthorn | TrustRadius Reviewer

Alternatives Considered

Board

Board was generally more visually appealing when compared to many alternatives, some of which would retain the appearance of a spreadsheet and would have limited formatting or visualization capabilities. In addition, some tools were specifically a financial reporting and/or budgeting tool. Board, however, boasts a wider range of applications. This was beneficial, as while the initial goal was to implement a system to replace the existing budgeting process, there was a long term view to implementing a variety of financial and non-financial reporting within our selected product.
Joseph Camp | TrustRadius Reviewer

Workday Adaptive Planning

For us, it came down to Adaptive Insights and Host Analytics. The benefits seemed very comparable. We ultimately decided on Adaptive Insights because it cost less to implement and the time to implement was less compared to Host Analytics. We are VERY happy with our decision to go with Adaptive Insights.
Denise Lewis | TrustRadius Reviewer

Scalability

Board

Board 9.1
Based on 1 answer
No answer on this topic is available.

Workday Adaptive Planning

Workday Adaptive Planning 9.1
Based on 8 answers
Some aspects of the application are very scalable (formulae, metadata changes, adding/changing users, etc.) while others are less so (dashboards, data integration etc.)
Bob Katz, CMA, CFM, CFP® | TrustRadius Reviewer

Return on Investment

Board

  • Very positive impact on our overall business objective. We haven't formally calculated the ROI but based on user feedback, I can confidently say that the payback was 2 years for the investment me made. Happy with the decision we made for selecting BOARD.
Anonymous | TrustRadius Reviewer

Workday Adaptive Planning

  • We use Adaptive Planning as our main budgeting software. Adaptive is always releasing new features to improve the functionality, and this makes working it is much more efficient.
  • Adaptive has many resources to help you use Adaptive. However, not many answers can be found on Google.
Samantha Monastra | TrustRadius Reviewer

Screenshots

Pricing Details

Board

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Workday Adaptive Planning

General

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

* per seat, per installation

Rating Summary

Likelihood to Recommend

Board
8.1
Workday Adaptive Planning
7.4

Likelihood to Renew

Board
6.6
Workday Adaptive Planning
9.0

Usability

Board
7.5
Workday Adaptive Planning
7.4

Reliability and Availability

Board
9.1
Workday Adaptive Planning
6.9

Performance

Board
9.1
Workday Adaptive Planning
9.1

Support Rating

Board
8.1
Workday Adaptive Planning
8.2

In-Person Training

Board
7.3
Workday Adaptive Planning
8.2

Online Training

Board
Workday Adaptive Planning
8.9

Implementation Rating

Board
7.6
Workday Adaptive Planning
8.9

Scalability

Board
9.1
Workday Adaptive Planning
9.1

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