Likelihood to Recommend Quick dashboards from
Google Sheets - Easier to do the graphs than in
Google Sheets - Operational dashboards to be used in the day-to-day work - It is good both for retrospective data and to do a pulse check of the current status - Better for not giant amounts of data and not multiple data sources. - If you need a lot of graphs to be displayed on the same page, it can be a bit glitchy during configuration (then the use works fine).
Read full review 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.
Read full review Pros Filtering - you can filter across different dimensions and metrics to get a more specific "cut" of data Refreshing - data automatically ingests into Looker which allows reports to be updated and backfilled in real time Conditional Reporting - you can leverage Looker's reporting features to flag when a given metric or KPI falls below or above a specified threshold. For example, if you had a daily sales benchmark in a SAAS organization, you could use Looker to flag whenever daily sales falls above or below the benchmark Read full review 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 Looker is less graphical or pictorial which makes it less attractive Consumes a lot of memory when there are multiple rows and columns, impacts performance too At times when we download huge chunks of raw data from Looker dashbords, the time taken to prepare the file is enormous - The user fails to understand if Looker has frozen or if the data is getting prepared in the background for downloading. In turn, user ends up triggering multiple downloads Read full review 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. Read full review Likelihood to Renew We've been very happy with Looker so far, and all teams in the organization are starting to see its value, and use it on a frequent basis. It has quickly become our accessible "source of truth" for all data/metrics.
Read full review 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 Looker is relatively easy to use, even as it is set up. The customers for the front-end only have issues with the initial setup for looker ml creations. Other "looks" are relatively easy to set up, depending on the ETL and the data which is coming into Looker on a regular basis.
Read full review 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.
Read full review Reliability and Availability 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.
Read full review Performance 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.
Read full review Support Rating Never had to work with support for issues. Any questions we had, they would respond promptly and clearly. The one-time setup was easy, by reading documentation. If the feature is not supported, they will add a feature request. In this case, LDAP support was requested over OKTA. They are looking into it.
Read full review 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.
Read full review In-Person Training 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.
Read full review Online Training 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.
Read full review Implementation Rating 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.
Read full review Alternatives Considered Looker is an off-the-shelf, free tool for Google business users. Other than the internal cost of time to build, we had no costs to set up what we needed to do. Knowledge sharing internally and using templates greatly reduced this cost, making the overall cost very low.
Read full review 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.
Read full review Contract Terms and Pricing Model Good read only seat access
Read full review Scalability 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
Read full review Professional Services This is now available in house at Workday which is convenient.
Read full review Return on Investment Allowing others to self-serve their own analytics and connect it to Looker simply and easily has helped unblock the central data team so they can instead focus on validated dashboards whilst stakeholders manage their day-to-day analysis themselves. Countless engineering hours have been freed up by not having to manage every user permission for each BI tool; we have a BYOBI approach; Bring Your Own BI Creation and management of a semantic layer (LookML =Looker Modeling Language ) allows peoples sandboxes and production databases to become clutter free. Minor adjustments, conditional fields, and even some modelling can all be done in LookML which doesn't need oversight or governance from the central data team. LookML, specifying drilldown fields and their sub-queries, as well as generally creating dynamic parameters with Liquid are all great features, but can have a steep learning curve. it may take some time to understand how to create this middle layer correctly, or even pose a risk of inheriting complex code from another source which can be unmaintainable if it becomes too big. Some level of governance is recommended if Looker is used by a large number of editors. Read full review 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 Workday Adaptive Planning Screenshots