Kepion Planning vs. Workday Adaptive Planning

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Kepion Planning
Score 7.0 out of 10
Enterprise companies (1,001+ employees)
Kepion is a cloud planning & analytics software company that connects all organizations' teams under a single view of their business performance. We enable more intelligent decisions to be made by companies about their financial and operational future. Kepion global offices and partners deliver rapid solutions for mid-size and enterprise customers. We make it possible for businesses to be empowered with real-time analytics, what-if scenario modeling, and the ability to model complex…
$0
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Workday Adaptive Planning
Score 8.1 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.N/A
Pricing
Kepion PlanningWorkday Adaptive Planning
Editions & Modules
On premise Install
$0
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Cloud Planning
$0
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No answers on this topic
Offerings
Pricing Offerings
Kepion PlanningWorkday Adaptive Planning
Free Trial
YesYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeRequiredOptional
Additional DetailsPlease contact us at sales@kepion.com for more details.
More Pricing Information
Community Pulse
Kepion PlanningWorkday Adaptive Planning
Top Pros
Top Cons
Features
Kepion PlanningWorkday Adaptive Planning
Budgeting, Planning, and Forecasting
Comparison of Budgeting, Planning, and Forecasting features of Product A and Product B
Kepion Planning
7.9
2 Ratings
5% below category average
Workday Adaptive Planning
8.7
174 Ratings
5% above category average
Long-term financial planning8.92 Ratings8.5160 Ratings
Financial budgeting8.22 Ratings9.0171 Ratings
Forecasting8.22 Ratings8.7166 Ratings
Scenario modeling8.02 Ratings8.9157 Ratings
Management reporting6.12 Ratings8.4171 Ratings
Consolidation and Close
Comparison of Consolidation and Close features of Product A and Product B
Kepion Planning
7.5
2 Ratings
7% below category average
Workday Adaptive Planning
7.6
140 Ratings
6% below category average
Financial data consolidation6.52 Ratings7.8105 Ratings
Journal entries and reports6.52 Ratings7.967 Ratings
Multi-currency management8.82 Ratings6.880 Ratings
Intercompany Eliminations7.32 Ratings7.659 Ratings
Minority Ownership6.92 Ratings7.935 Ratings
Local and consolidated reporting8.02 Ratings8.593 Ratings
Detailed Audit Trails8.32 Ratings6.9116 Ratings
Financial Reporting and Compliance
Comparison of Financial Reporting and Compliance features of Product A and Product B
Kepion Planning
7.0
2 Ratings
16% below category average
Workday Adaptive Planning
8.5
162 Ratings
3% above category average
Financial Statement Reporting6.82 Ratings8.7143 Ratings
Management Reporting6.12 Ratings8.5157 Ratings
Excel-based Reporting8.92 Ratings8.1156 Ratings
Automated board and financial reporting7.12 Ratings8.6135 Ratings
XBRL support for regulatory filing6.12 Ratings8.625 Ratings
Analytics and Reporting
Comparison of Analytics and Reporting features of Product A and Product B
Kepion Planning
6.6
2 Ratings
20% below category average
Workday Adaptive Planning
7.7
132 Ratings
4% below category average
Personalized dashboards6.12 Ratings7.1114 Ratings
Color-coded scorecards6.22 Ratings7.394 Ratings
KPIs6.22 Ratings8.1107 Ratings
Cost and profitability analysis8.22 Ratings7.6111 Ratings
Key Performance Indicator setting6.22 Ratings7.995 Ratings
Benchmarking with external data6.52 Ratings8.366 Ratings
Integration
Comparison of Integration features of Product A and Product B
Kepion Planning
8.9
2 Ratings
7% above category average
Workday Adaptive Planning
8.3
152 Ratings
0% below category average
Flat file integration9.12 Ratings8.8118 Ratings
Excel data integration8.92 Ratings8.1146 Ratings
Direct links to 3rd-party data sources8.52 Ratings8.1112 Ratings
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Kepion Planning
-
Ratings
Workday Adaptive Planning
9.3
1 Ratings
14% above category average
Pixel Perfect reports00 Ratings9.01 Ratings
Customizable dashboards00 Ratings10.01 Ratings
Report Formatting Templates00 Ratings9.01 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Kepion Planning
-
Ratings
Workday Adaptive Planning
8.0
1 Ratings
3% below category average
Drill-down analysis00 Ratings9.01 Ratings
Formatting capabilities00 Ratings7.01 Ratings
Integration with R or other statistical packages00 Ratings8.01 Ratings
Report sharing and collaboration00 Ratings8.01 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Kepion Planning
-
Ratings
Workday Adaptive Planning
8.0
1 Ratings
2% below category average
Publish to PDF00 Ratings8.01 Ratings
Report Versioning00 Ratings8.01 Ratings
Report Delivery Scheduling00 Ratings8.01 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Kepion Planning
-
Ratings
Workday Adaptive Planning
7.7
1 Ratings
1% above category average
Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings7.01 Ratings
Location Analytics / Geographic Visualization00 Ratings8.01 Ratings
Predictive Analytics00 Ratings8.01 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Kepion Planning
-
Ratings
Workday Adaptive Planning
9.0
1 Ratings
3% above category average
Multi-User Support (named login)00 Ratings9.01 Ratings
Role-Based Security Model00 Ratings9.01 Ratings
Multiple Access Permission Levels (Create, Read, Delete)00 Ratings9.01 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Kepion Planning
-
Ratings
Workday Adaptive Planning
8.5
1 Ratings
6% above category average
Responsive Design for Web Access00 Ratings8.01 Ratings
Mobile Application00 Ratings8.01 Ratings
Dashboard / Report / Visualization Interactivity on Mobile00 Ratings10.01 Ratings
Best Alternatives
Kepion PlanningWorkday Adaptive Planning
Small Businesses
IBM Planning Analytics
IBM Planning Analytics
Score 8.4 out of 10
IBM Planning Analytics
IBM Planning Analytics
Score 8.4 out of 10
Medium-sized Companies
Centage
Centage
Score 9.6 out of 10
Centage
Centage
Score 9.6 out of 10
Enterprises
Oracle Fusion Cloud ERP
Oracle Fusion Cloud ERP
Score 8.2 out of 10
Oracle Fusion Cloud ERP
Oracle Fusion Cloud ERP
Score 8.2 out of 10
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User Ratings
Kepion PlanningWorkday Adaptive Planning
Likelihood to Recommend
8.3
(2 ratings)
8.9
(203 ratings)
Likelihood to Renew
-
(0 ratings)
7.7
(43 ratings)
Usability
-
(0 ratings)
9.0
(109 ratings)
Availability
-
(0 ratings)
7.3
(11 ratings)
Performance
-
(0 ratings)
9.1
(5 ratings)
Support Rating
-
(0 ratings)
8.1
(33 ratings)
In-Person Training
-
(0 ratings)
8.2
(2 ratings)
Online Training
-
(0 ratings)
7.3
(9 ratings)
Implementation Rating
-
(0 ratings)
9.4
(27 ratings)
Configurability
-
(0 ratings)
8.2
(5 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
7.3
(1 ratings)
Ease of integration
-
(0 ratings)
8.2
(8 ratings)
Product Scalability
-
(0 ratings)
8.6
(12 ratings)
Professional Services
-
(0 ratings)
8.2
(1 ratings)
Vendor post-sale
-
(0 ratings)
8.2
(4 ratings)
Vendor pre-sale
-
(0 ratings)
6.4
(4 ratings)
User Testimonials
Kepion PlanningWorkday Adaptive Planning
Likelihood to Recommend
Kepion Inc.
The solution works extremely well for companies in complicated operations or with the ambition to forecast their operations on a driver based way or wanting to have the ability to create different scenarios based on external or internal drivers. It is a perfect piece of an existing analytical infrastructure (DWH/BI) lacking a planning solution on top.
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Workday
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.
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Pros
Kepion Inc.
  • Budgeting and Forecasting: Kepion provides all budgeting, forecasting and actuals information in one, collaborative environment.
  • Analysis: It is easy to traverse across your entire budgeting and forecasting spectrum in Kepion, unearthing insights that would be hidden from you in other tools.
  • Workflow: Kepion's workflow management is simple and clear.
Read full review
Workday
  • 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
Kepion Inc.
  • Silverlight functionality is outdated which makes the front end solution a little bit old compared to latest UI. They will be tackling it in Q2 2018, but it leaves users wanting for more.
  • Reporting functionalities: Are not state of the art, we recommend users creating official reports within Kepion, but focusing on Tableau or PowerBI for reporting purposes as this is not and will never be Kepion strengths compared to the likes of Tableau.
  • Being customizable is great, however, the solution is not an out-of-the-box solution and does require a little integration to work. For smaller companies (under 5M USD) I would still recommend Excel.
Read full review
Workday
  • 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.
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Likelihood to Renew
Kepion Inc.
No answers on this topic
Workday
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
Kepion Inc.
No answers on this topic
Workday
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.
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Reliability and Availability
Kepion Inc.
No answers on this topic
Workday
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.
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Performance
Kepion Inc.
No answers on this topic
Workday
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.
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Support Rating
Kepion Inc.
No answers on this topic
Workday
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.
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In-Person Training
Kepion Inc.
No answers on this topic
Workday
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.
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Online Training
Kepion Inc.
No answers on this topic
Workday
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.
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Implementation Rating
Kepion Inc.
No answers on this topic
Workday
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.
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Alternatives Considered
Kepion Inc.
Kepion is in a unique position in that it has all of the enterprise-grade functionality and scalability of a tool like Cognos, but it is available at a lower price point, with much more engaged support.
Read full review
Workday
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.
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Contract Terms and Pricing Model
Kepion Inc.
No answers on this topic
Workday
Good read only seat access
Read full review
Scalability
Kepion Inc.
No answers on this topic
Workday
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
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Professional Services
Kepion Inc.
No answers on this topic
Workday
This is now available in house at Workday which is convenient.
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Return on Investment
Kepion Inc.
No answers on this topic
Workday
  • 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

Kepion Planning Screenshots

Screenshot of Data IntegrationScreenshot of ProcessScreenshot of ReportingScreenshot of Sales PlanningScreenshot of Scenario ModelingScreenshot of Workforce

Workday Adaptive Planning Screenshots

Screenshot of Adaptive Planning balance sheets.Screenshot of Adaptive Discovery visuals.Screenshot of Adaptive Planning expense variance analysis report.Screenshot of Adaptive Discovery visuals with drill-down capabilities.Screenshot of Adaptive Planning in-sheet visualizations (waterfall chart)Screenshot of Sparklines are used to visualize trends and make adjustments visually