eTrigue DemandCenter is a marketing automation and channel marketing-as-a-service platform. Its key features include CRM integration, email marketing, real-time lead alerts, A/B email testing, and litmus email visualization testing.
$600
per month
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.
The platform is most scalable-- works for small and large companies alike. Key for most of our clients is the little to no IT support required to implement and run the platform. I would definitely explore this when looking at a marketing automation platform beyond the "batch and blast" solutions. We've yet to have an issue working with our clients' sales and/or marketing teams to implement. And most of our clients work in the platform independent of the programs we run; are able to set up acampaign, upload lists and/or pull for CRM, and run reports on their own in very short turn.
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.
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
I've never been too crazy about the reporting within DemandCenter. There is always a solution for any type of report I'm seeking, but it involves report designing (choosing data points dragging/dropping columns & rows) which is made difficult by the lack of descriptions & values for the data points. To their credit, they did release a new suite of simplified (and pretty) reports, dubbed "Marketing Effectiveness". Relegating the older, complicated (yet super-flexible) reports as "Business Analytics".
The UI will be a little unfamiliar at first. That is, where you think you should be clicking, you'll need to double-click or drag-and-drop. And I would say DemandCenter has always (and still does) have an issue with UI elements that are "windows within windows" or modal windows with scrolling. But, at least these UI components are consistent throughout the entire application - so once you're used to it, you can actually achieve some pretty impressive speeds.
One of DemandCenter's greatest features is being squished down to uselessness: Derived Data. As mentioned, I scrub our data on a regular basis, and this means filling/appending data, or extrapolating to fill missing data. DC released a feature called "Derived Data" that scours useful info from the prospect's IP address (mostly geographical info). Now, while you can create campaign & list conditions based on derived data, there is no easy way to simply extract that oh-so-valuable derived Country or State and have it map those values to the standard fields. Or at least let you export derived data. They have plans to fix this - but for now it's like dangling candy in front of a baby.
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.
We have tried other systems and eTrigue is the easiest to use, easiest to train new people on, and most responsive support team we have ever experienced. They ask our input on new features they are developing, and have implemented some of our suggestions in their product rollouts. We get new features almost every month. We get live support without any cost, and they return our phone calls within an hour every time. They treat us like a true partner.
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.
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.
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.
You will need to think about which users you want to have each role, and the features allowed in each role. You should watch the training videos before you get live training. It saved us several hours as they had already answered 90% of our questions.
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.
Constant Contact offered now tracking, lead alerts. Marketo wasn't as flexible-- for example not easy to schedule campaigns in advance, to launch in the future. Also liked the interface and the DemandCenter lead alert format more than Marketo.
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
We get the upper hand on follow-up with return visitors... not by reverse DNS lookup or pattern match but by direct cookie validation. Inside sales productivity is boosted by 33% easy with eTrigue.
The alerts and data are lightning fast, giving marketing immediate feedback on campaign data and prospects.
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.
