What users are saying about
25 Ratings
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Top Rated
242 Ratings
25 Ratings
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Score 8.6 out of 100

Workday Adaptive Planning

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Top Rated
242 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.1 out of 100

Likelihood to Recommend

Lever

Lever is perfect for early recruiting processes and can also be utilized by more seasoned teams for internal interviews as well! It may be less appropriate for other HR processes like emails, schedules, and presenting offers when actually extending the opportunity to take a position at our company
Hayden Anderson | 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

Recruiting / ATS

Lever
8.1
Workday Adaptive Planning
Job Requisition Management
Lever
8.4
Workday Adaptive Planning
Company Website Posting
Lever
8.8
Workday Adaptive Planning
Publish to Social Media
Lever
8.6
Workday Adaptive Planning
Job Search Site Posting
Lever
7.1
Workday Adaptive Planning
Customized Application Form
Lever
7.9
Workday Adaptive Planning
Resume Management
Lever
8.0
Workday Adaptive Planning
Duplicate Candidate Prevention
Lever
8.1
Workday Adaptive Planning
Candidate Search
Lever
8.2
Workday Adaptive Planning
Applicant Tracking
Lever
8.6
Workday Adaptive Planning
Collaboration
Lever
8.8
Workday Adaptive Planning
Task Creation and Delegation
Lever
7.5
Workday Adaptive Planning
Email Templates
Lever
7.8
Workday Adaptive Planning
User Permissions
Lever
8.2
Workday Adaptive Planning
Notifications and Alerts
Lever
8.1
Workday Adaptive Planning
Reporting
Lever
8.0
Workday Adaptive Planning

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

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

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

Lever
Workday Adaptive Planning
8.4
Long-term financial planning
Lever
Workday Adaptive Planning
7.7
Financial budgeting
Lever
Workday Adaptive Planning
9.0
Forecasting
Lever
Workday Adaptive Planning
9.0
Scenario modeling
Lever
Workday Adaptive Planning
7.2
Management reporting
Lever
Workday Adaptive Planning
9.1

Consolidation and Close

Lever
Workday Adaptive Planning
8.1
Financial data consolidation
Lever
Workday Adaptive Planning
8.8
Journal entries and reports
Lever
Workday Adaptive Planning
6.6
Multi-currency management
Lever
Workday Adaptive Planning
7.7
Intercompany Eliminations
Lever
Workday Adaptive Planning
8.0
Minority Ownership
Lever
Workday Adaptive Planning
8.1
Local and consolidated reporting
Lever
Workday Adaptive Planning
8.7
Detailed Audit Trails
Lever
Workday Adaptive Planning
8.6

Financial Reporting and Compliance

Lever
Workday Adaptive Planning
8.0
Financial Statement Reporting
Lever
Workday Adaptive Planning
8.6
Management Reporting
Lever
Workday Adaptive Planning
8.6
Excel-based Reporting
Lever
Workday Adaptive Planning
7.5
Automated board and financial reporting
Lever
Workday Adaptive Planning
7.4
XBRL support for regulatory filing
Lever
Workday Adaptive Planning
7.7

Analytics

Lever
Workday Adaptive Planning
6.8
Personalized dashboards
Lever
Workday Adaptive Planning
7.5
Color-coded scorecards
Lever
Workday Adaptive Planning
6.4
KPIs
Lever
Workday Adaptive Planning
7.3
Cost and profitability analysis
Lever
Workday Adaptive Planning
8.3
Key Performance Indicator setting
Lever
Workday Adaptive Planning
7.8
Benchmarking with external data
Lever
Workday Adaptive Planning
3.7

Integration

Lever
Workday Adaptive Planning
8.3
Flat file integration
Lever
Workday Adaptive Planning
8.3
Excel data integration
Lever
Workday Adaptive Planning
8.4
Direct links to 3rd-party data sources
Lever
Workday Adaptive Planning
8.2

Pros

Lever

  • Simple to learn user interface - It is easy to learn Lever very quickly. It has a modern user interface, is straight forward and is fully cloud based. Means everyone has access to the system which underlines modern working flexibility.
  • Professional Workflow and simple in adapting companies' requirements - There are possibilities to generate email templates, feedback forms, and other templates to be much quicker in terms of reacting to candidate's communication. It helps to set up a structured workflow so that candidates flow to the next stage by defining simple events. In addition, Microsoft and Google email systems and integrations are properly available now.
  • Very good and quick support - To use the integration service from Lever is really helpful and great. Every company gets a supporter who sets up the requirements with the customer. I personally appreciated the support very much because it was very kind, quick and helpful.
  • Additional tools for searching, social network integration and structured interviewing - These are additional resources which are available in the full version package which could be good but at a much higher price point.
Thomas Wieler | 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

Lever

  • I wish there was more integration with DocuSign, such that we could set up more links (besides the offer letter) for new hire paperwork once the offer has been accepted.
  • The data migration process was intensive for me since we were not coming from an ATS before with a readily translated database. I agreed to manually enter information into a template they sent me so that I could have at least the 25% most recent candidates represented in my reporting/analytics (a little over 100 candidates). So when this information was not fully migrated (i.e.: the dates when someone entered and left the pipeline reflect the day of the migration despite inquiries about a fix), I was a little disappointed. The data migration was only necessary if it gave us more date for accurately reflecting statistics related to our hiring process. Since it not showing accurately, we could have started from scratch in some way.
  • I wish Lever came with some kind of demo account for each of the tiers of access. I found that it has been trial and error figuring out exactly what people can see at each tier, despite having the chart. For instance, I thought only certain emails would be blocked from the admins (i.e., any emails sent regarding the offer), but that other candidate info would still be available to them for purposes of discerning which director (admin access) would like the candidate on their team. I found a workaround of sending feedback and resumes manually, but I wish there were some access level between admin and super admin--that permitted candidates to be seen except for the few sleected emails that aresecret.
Ashley (Gay) Graham | 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

Lever

No score
No answers yet
No answers on this topic

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

Lever

No score
No answers yet
No answers on this topic

Workday Adaptive Planning

Workday Adaptive Planning 7.5
Based on 80 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

Lever

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

Lever

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

Lever

Lever 8.0
Based on 4 answers
I have never contacted support so far, but the knowledge base is quite extensive.
Anonymous | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 8.5
Based on 27 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

Lever

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

Lever

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

Lever

We were using a free version of Breezy before. It was clunky and difficult to use. The time spent trying to navigate the product could be better spent on candidates. I used it for a few weeks while waiting for Lever to get spun up, and the transition from one to the other was smooth thanks to Lever's implementation team.
Anonymous | 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

Lever

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

Lever

  • Lever has greatly reduced the amount of time it takes to go through candidates.
  • We have spend a lot of time messing with Lever to work with SSO and subdomains. We gave up on the subdomains and have left things more or less duct-taped together. It's working, but it's fragile.
  • The collaboration has helped get deeper views into candidates and has helped gain better quality candidates.
Chase Palmer, CISSP | 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

Lever

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

Lever
8.2
Workday Adaptive Planning
7.2

Likelihood to Renew

Lever
Workday Adaptive Planning
9.0

Usability

Lever
Workday Adaptive Planning
7.5

Reliability and Availability

Lever
Workday Adaptive Planning
6.6

Performance

Lever
Workday Adaptive Planning
9.1

Support Rating

Lever
8.0
Workday Adaptive Planning
8.5

In-Person Training

Lever
Workday Adaptive Planning
8.2

Online Training

Lever
Workday Adaptive Planning
9.0

Implementation Rating

Lever
Workday Adaptive Planning
9.0

Scalability

Lever
Workday Adaptive Planning
9.1

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