What users are saying about
Top Rated
46 Ratings
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Top Rated
246 Ratings
Top Rated
46 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.5 out of 100

Workday Adaptive Planning

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Top Rated
246 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.9 out of 100

Likelihood to Recommend

Coupa

Our main goals were to drive value by focusing on adoption by all, increased visibility in spend, and compliance. Coupa is very easy to use and does not feel like an ERP. Our end users like the easy to use, intuitive interface. A side benefit that we have experienced is that we were able to get rid of a shadow system that our IT department was using to track spending. They are able to use Coupa to track committed and actual spend and reconcile it their budgets and forecasts.
JR Miller | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning is great for both top down and bottoms up planning. We are also able to set the time level granularity as well as GL account level to which we plan and roll up actuals for comparison. We use Workday Adaptive Planning for headcount, P&L, Cash Flow, BS and Dashboards along with all monthly, quarterly and yearly reporting.
Dmitry Zaichenko, MBA | TrustRadius Reviewer

Feature Rating Comparison

BI Standard Reporting

Coupa
Workday Adaptive Planning
9.3
Pixel Perfect reports
Coupa
Workday Adaptive Planning
9.0
Customizable dashboards
Coupa
Workday Adaptive Planning
10.0
Report Formatting Templates
Coupa
Workday Adaptive Planning
9.0

Ad-hoc Reporting

Coupa
Workday Adaptive Planning
8.0
Drill-down analysis
Coupa
Workday Adaptive Planning
9.0
Formatting capabilities
Coupa
Workday Adaptive Planning
7.0
Integration with R or other statistical packages
Coupa
Workday Adaptive Planning
8.0
Report sharing and collaboration
Coupa
Workday Adaptive Planning
8.0

Report Output and Scheduling

Coupa
Workday Adaptive Planning
8.0
Publish to PDF
Coupa
Workday Adaptive Planning
8.0
Report Versioning
Coupa
Workday Adaptive Planning
8.0
Report Delivery Scheduling
Coupa
Workday Adaptive Planning
8.0

Data Discovery and Visualization

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

Access Control and Security

Coupa
Workday Adaptive Planning
9.0
Multi-User Support (named login)
Coupa
Workday Adaptive Planning
9.0
Role-Based Security Model
Coupa
Workday Adaptive Planning
9.0
Multiple Access Permission Levels (Create, Read, Delete)
Coupa
Workday Adaptive Planning
9.0

Mobile Capabilities

Coupa
Workday Adaptive Planning
8.5
Responsive Design for Web Access
Coupa
Workday Adaptive Planning
8.0
Dedicated iOS Application
Coupa
Workday Adaptive Planning
8.0
Dedicated Android Application
Coupa
Workday Adaptive Planning
8.0
Dashboard / Report / Visualization Interactivity on Mobile
Coupa
Workday Adaptive Planning
10.0

Budgeting, Planning, and Forecasting

Coupa
Workday Adaptive Planning
8.4
Long-term financial planning
Coupa
Workday Adaptive Planning
7.7
Financial budgeting
Coupa
Workday Adaptive Planning
9.0
Forecasting
Coupa
Workday Adaptive Planning
9.0
Scenario modeling
Coupa
Workday Adaptive Planning
7.3
Management reporting
Coupa
Workday Adaptive Planning
9.1

Consolidation and Close

Coupa
Workday Adaptive Planning
8.1
Financial data consolidation
Coupa
Workday Adaptive Planning
8.9
Journal entries and reports
Coupa
Workday Adaptive Planning
6.7
Multi-currency management
Coupa
Workday Adaptive Planning
7.7
Intercompany Eliminations
Coupa
Workday Adaptive Planning
8.0
Minority Ownership
Coupa
Workday Adaptive Planning
8.1
Local and consolidated reporting
Coupa
Workday Adaptive Planning
8.8
Detailed Audit Trails
Coupa
Workday Adaptive Planning
8.5

Financial Reporting and Compliance

Coupa
Workday Adaptive Planning
8.0
Financial Statement Reporting
Coupa
Workday Adaptive Planning
8.6
Management Reporting
Coupa
Workday Adaptive Planning
8.6
Excel-based Reporting
Coupa
Workday Adaptive Planning
7.6
Automated board and financial reporting
Coupa
Workday Adaptive Planning
7.4
XBRL support for regulatory filing
Coupa
Workday Adaptive Planning
7.7

Analytics

Coupa
Workday Adaptive Planning
6.8
Personalized dashboards
Coupa
Workday Adaptive Planning
7.4
Color-coded scorecards
Coupa
Workday Adaptive Planning
6.4
KPIs
Coupa
Workday Adaptive Planning
7.3
Cost and profitability analysis
Coupa
Workday Adaptive Planning
8.3
Key Performance Indicator setting
Coupa
Workday Adaptive Planning
7.8
Benchmarking with external data
Coupa
Workday Adaptive Planning
3.6

Integration

Coupa
Workday Adaptive Planning
8.4
Flat file integration
Coupa
Workday Adaptive Planning
8.4
Excel data integration
Coupa
Workday Adaptive Planning
8.5
Direct links to 3rd-party data sources
Coupa
Workday Adaptive Planning
8.3

Pros

Coupa

  • Ease of use. No IT support is needed. As the procurement manager, I'm also the Coupa administrator. I have the ability to configure, correct, manipulate, etc., the system to our needs.
  • No on-going training. The system, both P2P and Sourcing are incredibly intuitive. Many SAAS modules change dramatically with each new version and require additional training. Coupa does a great job of putting updated, searchable documents on-line to augment any additional training employees may need.
  • Rock solid stability. Coupa is never down, they far exceed the SLAs we have in place with them. I've never had a catastrophic failure or outage with them.
  • SOX compliancy. Need I say more? My internal and external audit teams have given the tool more than a passing grade.
  • Thought leadership. The tool is constantly evolving to live up to the high expectations of its user base. The Coupa Community has skin-in-the-game and Coupa listens to our needs/wants as well as adding their own cutting edge touches to the tool.
Scott Coleman CPSM, CPSD, C.P.M | TrustRadius Reviewer

Workday Adaptive Planning

  • The design of the planning sheets, flexible functioning of the assumptions/drivers, and familiar formula creation has great user appeal since it simulates the similarities with the Excel worksheet interface, so buy-in/ownership from a Finance group perspective is easily overcome even for those that have a bit of 'change-phobia'.
  • The Finance group REALLY can run this CPM product. No IT support needed which is critical from a resource standpoint.
  • User collaboration is made simple and easy with the Process Tracker functionality and further supported by offering users the ability to enter cell notes on planning items, sheet notes, line notes in analysis reporting, share reports via email, snapshot reports, and attach documents related to quotes for the planning process - just to name a few little hidden gems that serve us well in the planning process resulting in greater efficiencies.
  • The Adaptive Learning Center provides a wealth of information for users in a how-to-do well-guided format with both written and video learning mediums. In addition, the involvement in the Torchbearers Community provides a community chat portal to pose questions and gain additional information on best practices from other Adaptive users of varying levels of expertise.
Limin Kinsey, CPA, CFE | TrustRadius Reviewer

Cons

Coupa

  • Implementation using a third-party consultant was a mistake. Maybe we had the wrong consultants assigned to us but make sure you understand who is doing the implementation. Implementation is costly but extremely important.
  • We often can have small issues with approval chains and they are hard to figure out. If there was more information on how to understand approval chains without reaching out to support, it would help.
Paul Wetterholm | TrustRadius Reviewer

Workday Adaptive Planning

  • It can get cumbersome to have separate sheets for all prepaid expenses. The software works out very neatly - but creating a new sheet for each prepaid expense can be difficult. Because of this, I feel like forecasting is less based on actual plans, and more based on gut feelings, and trends rather than actual plans.
  • I wish OfficeConnect could pull individual lines rather than just aggregated data. The example that I'm trying to work on now is that I would like to pull personnel information from OfficeConnect (mainly pulling lists of employees, or open positions). I don't know how to do that currently. I can pull aggregated data and show totals - but I can't see the individual lines that make up that total within OfficeConnect.
Mark McConkie | TrustRadius Reviewer

Likelihood to Renew

Coupa

No score
No answers yet
No answers on this topic

Workday Adaptive Planning

Workday Adaptive Planning 9.1
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

Coupa

No score
No answers yet
No answers on this topic

Workday Adaptive Planning

Workday Adaptive Planning 7.7
Based on 82 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

Coupa

No score
No answers yet
No answers on this topic

Workday Adaptive Planning

Workday Adaptive Planning 6.6
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

Coupa

No score
No answers yet
No answers on this topic

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

Coupa

No score
No answers yet
No answers on this topic

Workday Adaptive Planning

Workday Adaptive Planning 8.6
Based on 29 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

Online Training

Coupa

No score
No answers yet
No answers on this topic

Workday Adaptive Planning

Workday Adaptive Planning 9.0
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

Coupa

No score
No answers yet
No answers on this topic

Workday Adaptive Planning

Workday Adaptive Planning 9.0
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

Coupa

Concur was a lot easier and more user friendly for employees doing expense reports on their phone. That is not the case with Coupa. You must use your laptop to do expenses and our managers don't always have enough time to do that while out in the field working. This has caused some issues.
Robyn Mankoski | TrustRadius Reviewer

Workday Adaptive Planning

Adaptive provided the best solution for the price given how we wanted to deploy the solution. For our size business they appear to the be best in class solution.

Host Analytics appeared to provide the same functionality, but was for a more distributed budgeting and forecasting environment than we use now or for the foreseeable future.

Hyperion was far to expensive to for us to prove out an ROI.
Brian Kyslinger | TrustRadius Reviewer

Scalability

Coupa

No score
No answers yet
No answers on this topic

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

Coupa

  • The easy internal process to find. Given this is the same for all teams, I'd guess there is a positive impact from our Finance Team as they only have one tool they have to manage, pull reporting from, etc.
  • Frustrating process, as mentioned at times this can be a frustrating tool to use, which I think causes a lot of employees (who are not on the Finance Team) to direct undue frustration towards the Finance Team, creating avoidable tensions.
Rachel Friedlander-Holm | TrustRadius Reviewer

Workday Adaptive Planning

  • Month-end reporting: It's hard to say how much time Adaptive Insights has provided, but I can say we no longer have formula errors in Excel reports and refreshing financial statements every month only takes a couple of clicks.
  • Budgeting/forecasting: We have saved a tremendous amount of time in our budgeting cycle. After importing a budget in Adaptive Insights and setting up the model with formulas, we are able to copy the most recent budget version into the next budget version and review. Being able to budget in Adaptive Insights also removes the possibility of formula and linking errors that come with Excel.
Denise Lewis | TrustRadius Reviewer

Screenshots

Pricing Details

Coupa

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
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

Coupa
7.2
Workday Adaptive Planning
7.1

Likelihood to Renew

Coupa
Workday Adaptive Planning
9.1

Usability

Coupa
Workday Adaptive Planning
7.7

Reliability and Availability

Coupa
Workday Adaptive Planning
6.6

Performance

Coupa
Workday Adaptive Planning
9.1

Support Rating

Coupa
Workday Adaptive Planning
8.6

In-Person Training

Coupa
Workday Adaptive Planning
8.2

Online Training

Coupa
Workday Adaptive Planning
9.0

Implementation Rating

Coupa
Workday Adaptive Planning
9.0

Scalability

Coupa
Workday Adaptive Planning
9.1

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