Celonis is a Process Intelligence platform that helps companies improve their operations, customer experience, and sustainability. The company’s technology provides a digital twin of a company’s processes, giving everyone in the organization a common language and the ability to identify and capture value.
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Workday Adaptive Planning
Score 8.0 out of 10
Mid-Size Companies (51-1,000 employees)
Workday Adaptive Planning(formerly Adaptive Insights) is a financial planning and reporting tool. It includes automated budgeting and forecasting, financial reporting, and other active planning capabilities, including integrations with third-party products like Salesforce.
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Pricing
Celonis
Workday Adaptive Planning
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Celonis
Workday Adaptive Planning
Free Trial
No
Yes
Free/Freemium Version
Yes
No
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
Required
Optional
Additional Details
Snap is Celonis' free-to-use, cloud-based process mining solution, with over 3500 registrants and users. It includes most major features of Celonis, including all functionality found in common process mining tools. It also includes pre-built connectors to ServiceNow and pre-built content to get users started quickly on their process mining journey.
Celonis is well suited especially for comparably big use cases due to hefty license costs. For thorough analyses, all departments should take part in the approach since there are a lot of hidden influences and effects from departments to one another. Use cases like conformance / revision are possible but will not be a big lever since this only involves checking single instances.
In a previous company, I was hired based on my experience with Workday Adaptive Planning. After being hired and reviewing the company, I quickly determined they were not large of enough of a company to need the program. Instead, we made better Excel budget templates, utilized OneDrive and created a better experience without the cost. Left the job after 9 months because I worked my way out of the position. My next role I looked for bigger companies and had better success with implementation.
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
Web reports and sheets are not great for in-depth reporting, and require the use of the OfficeConnect for Excel plugin and, therefore, the use of Excel for extensive reporting capabilities.
It has limited formula functionality in some instances, requiring again the use of OfficeConnect for Excel for extensive calculations.
I would like to see new planning sheet types or upgrades to existing sheet types; functionality has been the same for over 10 years.
We have been able to leverage Celonis [greatly] because of the commitment and support we receive from our data scientist. I strongly believe that we would not be able to accomplish this without her assistance. Moreover, when we escalate matters, the product development is engaged and commits resources to make sure our initiatives/business cases are supported.
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.
It is a great tool but also requires a lot of work to get it into a useable fashion. Part of this is on our end as we don't have the dedicated analyst function yet to really become self-sufficient with Celonis. It also uncovers a lot of data issues or at the very least, multiple rounds of development and data validation are required before getting to a position where the business users feel comfortable with the data being reflected. This is fairly normal with any data-related development effort and perhaps not unique to Celonis.
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.
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.
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.
We submit tickets to Celonis through product support. No assistance is generally provided, have to wait and the ticket is then escalated to product support in Germany. Many times we submit the ticket and the support desk asks us the same questions back where they should already have this information.
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.
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.
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.
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.
The major reason to choose Celonis is that it has enhanced decision-making in filtering the candidates. The frontend designer has nice graphics and has well-designed self-service. I particularly enjoy the visual editor, which allows you to create complicated PQL without having to write any code, as well as the numerous filtering choices, including process mining options.
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.
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
Celonis thus far (and I do not anticipate anything changing) has not had a negative impact on our business. It has challenged us to think differently about what is possible and jumpstarted process improvement aimed at saving both money and time while improving the morale of our end users. Celonis has also provided us with enough data to be to develop targeted business objectives on system usage and timeliness which without them was nearly impossible to measure let alone act upon
Better order processing (quicker, more system driven, and saves money)
Reduction in throughput time (our order fulfillment time has improved and our order processing time has decreased)
Finds and acts on automation opportunities
Can find large dollar value opportunities for process improvement
Can find data driven recommendations for executive interactions
It's facilitated a better financial literacy and management by the non-financial managers in the company, giving them a much better ability to see what they're spending, control it, and plan better in the future.
It's hard to quantify the ease of model and version management, but we could never do what we're doing now with our current staff. It would take a small army to replicate anything close to what Adaptive pulls off using Excel, if it's even possible.
