Likelihood to Recommend A large company where users have one function- for instance, where someone only receives or works in payables. That minimizes the number of windows they need. A smaller company where one user does multiple functions will require a lot more training and user knowledge to navigate, and it makes it harder to secure users. You also have to understand that GP started life as Great Plains, designed for accountants. The other modules were added on after Microsoft bought Great Plains, which means that modules like Manufacturing are red-headed step children with much smaller support ecosystems. So, if you're starting fresh, you may want to look at something built for the mobile world. D365 and Business Central are a lot more money, buggy, and hard to customize and essentially still vaporware. Microsoft is heavily investing there, leading to the previously mentioned question about the future of GP. If I was starting today I would be hard pressed to justify jumping into GP in a world where Salesforce ties in with so many programs. GP has MRP but it is limited so it's hard to justify a manufacturer starting with GP today.
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 User friendly interface Able to be extended into multiple areas of your business One feature we have been using for a few years is EFT for payables - it has significantly reduced the time spent paying vendors and reduced our check printing and mailing costs. It is very easy to setup and use. 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 With respect to the allocations, once the expense is entered into the allocation account, you lose the ability to run any detail on just the total of the expense. It would be nice if you could run a trial balance on the allocation accounts the same way you can with regular accounts. I've always thought security set up could be a bit simpler. It actually has gotten better through the years. Specifically, with eight separate entities, it would be nice to have a "master" setup where you could call up one group entity, assign the users rights, and then be finished. Currently, whenever I have a new user, I have to call up each individual entity and select all of the features I want the user to have. That means I have to do eight steps for each user. 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 Due the economic challenges that Puerto Rico is having, the company has had to merge some companies in order to be more efficient. It has been easy in GP to process those merges, even thought we had to spend days to accomplish that the process was smooth and accurate. In addition we were able to streamline the purchasing and sales process and the organization is confident to keep renewing GP for the future versions.
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 Though it is a basic accounting package, I believe some users do not find the old style menus and navigation options intuitive. There is also a great lack of training resources in the market, so users have to learn the product without guidance a lot, resulting in inefficient workflows and misuse or misunderstanding of many features.
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 The rating is directed to the thrid party serive provider that we use. I do not now how good the Microsoft direct support is.
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 Basically the challenge with this implementation was the Business Portal, too many errors and even the aplication is up and running the users are still having issues. We will start planning the migraton to GP 2015 soon.
Read full review 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 I come from a strong background of using SAP. SAP doesn't have the flexibility of GP, an example would be SAP doesn't allow core mods, if they catch you, you lose support. Microsoft doesn't really care about mods, but they will be quick to have the vendor you used support your issue if it is caused by those mods. With SAP your company adapts to the software, where with GP you adapt the software to you.
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 The functionality that GP and related ISV solutions offer and the ease of integration of GP to other systems makes it an extremely scalable solution
Read full review 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 Microsoft Dynamics GP allows my clients to move from a paper or spreadsheet based company to an integrated, electronic, streamlined business. I love being able to help clients gain efficiencies through the use of Microsoft Dynamics GP. Microsoft Dynamics GP allows for better customer service because everything is at our fingertips. If someone calls questioning an invoice, we can easily look it up. If someone calls stating they paid an invoice with a certain check number, we can quickly run a query to find that particular check number to see where it was applied. Having everything on a single platform provides ease of use for upgrades, backups and end user training. There is only one software to learn! 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