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Top Rated
239 Ratings
108 Ratings
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Score 8.1 out of 100

Workday Adaptive Planning

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Top Rated
239 Ratings
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Score 8.2 out of 100

Highlights

Planful, formerly Host Analytics, and Workday Adaptive Planning are both Corporate Performance Management software with strong focuses on budgeting and financial management. While the products historically catered to slightly different markets, they have become more directly comparable in recent years. 

Planful serves midsize companies and enterprises, and is designed with scalability across that size range in mind. Historically, Adaptive Planning, formerly Adaptive Insights, catered more to growing midsize companies that had outscaled Excel-based financial processes. However, with Workday’s acquisition of the platform, Adaptive Planning has been expanding into the enterprise market more heavily as well. 

Features

Planful and Workday Adaptive Insights both offer robust CPM features for scaling organizations. 

Planful stands out for its easy deployment and prebuilt capabilities. Reviewers highlight the platform’s out-of-the-box feature set that does not rely on heavy customization. Planful also adjusts well to mid-flight dynamic budgeting. This capability gives large organizations and enterprises more financial maneuverability. 

Workday excels in its relative user-friendliness, especially among professionals that are not used to working in CPM tools. For instance, reviewers frequently highlight Adaptive Planning’s Office Connect capability, which allows users more versed in Excel-based corporate performance management to more easily transition to the Workday platform. The user interface is also more friendly and accessible for users. 

Limitations

There also some limitations or drawbacks to Planful and Workday Adaptive Insights worth evaluating. 

Planful has been criticized for its reporting and data visualizations. While dynamic budgeting is well supported, Planful lacks equivalent dynamic and customizable reporting features. Reviewers frequently describe using 3rd party visualization tools in conjunction with Planful. 

Workday also struggles some with reporting flexibility. Reviewers specifically criticize the web-based reporting functionality, which does not feel on par with the Office Connect-enabled reporting abilities. The processes and functions in Office Connect are also not identical to Excel, which requires some lingering learning curve when transitioning to the platform. 

Pricing

Planful pricing is available by quote from the vendor. 

Workday Adaptive Planning offers two packages, each priced by quote from the vendor. The Standard package includes all the core features and capabilities, while the Enterprise package adds on unlimited storage, additional automation, and sandboxing. Workday also offers 3 license types, a Full Seat, or admins, which cost the most, Contributors, which are standard users, and Viewers, which can access data but not make changes. 

Likelihood to Recommend

Planful (formerly Host Analytics)

If you can use their provide Boomi integration, you may have a better experience because they say they'll have greater insight to data loads than we seem to have with our own Boomi integration. I also consider that we have had Host Analytics for several years and think we would benefit from a reimplementation (a somewhat common scenario with systems (or cars or girlfriends): "that system looks much more attractive, I'm ditching this... or maybe I should consider revisiting some basics")
Joshua Henke | 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

BI Standard Reporting

Planful (formerly Host Analytics)
5.0
Workday Adaptive Planning
9.3
Pixel Perfect reports
Planful (formerly Host Analytics)
5.0
Workday Adaptive Planning
9.0
Customizable dashboards
Planful (formerly Host Analytics)
5.0
Workday Adaptive Planning
10.0
Report Formatting Templates
Planful (formerly Host Analytics)
Workday Adaptive Planning
9.0

Ad-hoc Reporting

Planful (formerly Host Analytics)
7.3
Workday Adaptive Planning
8.0
Drill-down analysis
Planful (formerly Host Analytics)
10.0
Workday Adaptive Planning
9.0
Formatting capabilities
Planful (formerly Host Analytics)
6.0
Workday Adaptive Planning
7.0
Report sharing and collaboration
Planful (formerly Host Analytics)
6.0
Workday Adaptive Planning
8.0
Integration with R or other statistical packages
Planful (formerly Host Analytics)
Workday Adaptive Planning
8.0

Report Output and Scheduling

Planful (formerly Host Analytics)
8.5
Workday Adaptive Planning
8.0
Publish to PDF
Planful (formerly Host Analytics)
7.0
Workday Adaptive Planning
8.0
Report Versioning
Planful (formerly Host Analytics)
10.0
Workday Adaptive Planning
8.0
Report Delivery Scheduling
Planful (formerly Host Analytics)
Workday Adaptive Planning
8.0

Data Discovery and Visualization

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

Access Control and Security

Planful (formerly Host Analytics)
8.5
Workday Adaptive Planning
9.0
Multi-User Support (named login)
Planful (formerly Host Analytics)
9.0
Workday Adaptive Planning
9.0
Role-Based Security Model
Planful (formerly Host Analytics)
8.0
Workday Adaptive Planning
9.0
Multiple Access Permission Levels (Create, Read, Delete)
Planful (formerly Host Analytics)
9.0
Workday Adaptive Planning
9.0
Single Sign-On (SSO)
Planful (formerly Host Analytics)
8.0
Workday Adaptive Planning

Mobile Capabilities

Planful (formerly Host Analytics)
2.7
Workday Adaptive Planning
8.5
Responsive Design for Web Access
Planful (formerly Host Analytics)
3.4
Workday Adaptive Planning
8.0
Dashboard / Report / Visualization Interactivity on Mobile
Planful (formerly Host Analytics)
2.0
Workday Adaptive Planning
10.0
Dedicated iOS Application
Planful (formerly Host Analytics)
Workday Adaptive Planning
8.0
Dedicated Android Application
Planful (formerly Host Analytics)
Workday Adaptive Planning
8.0

Budgeting, Planning, and Forecasting

Planful (formerly Host Analytics)
7.5
Workday Adaptive Planning
8.4
Long-term financial planning
Planful (formerly Host Analytics)
7.0
Workday Adaptive Planning
7.8
Financial budgeting
Planful (formerly Host Analytics)
8.6
Workday Adaptive Planning
8.9
Forecasting
Planful (formerly Host Analytics)
7.0
Workday Adaptive Planning
9.0
Scenario modeling
Planful (formerly Host Analytics)
7.0
Workday Adaptive Planning
7.1
Management reporting
Planful (formerly Host Analytics)
8.1
Workday Adaptive Planning
9.0

Consolidation and Close

Planful (formerly Host Analytics)
6.9
Workday Adaptive Planning
8.0
Financial data consolidation
Planful (formerly Host Analytics)
8.6
Workday Adaptive Planning
8.7
Journal entries and reports
Planful (formerly Host Analytics)
9.9
Workday Adaptive Planning
6.4
Multi-currency management
Planful (formerly Host Analytics)
7.0
Workday Adaptive Planning
7.5
Intercompany Eliminations
Planful (formerly Host Analytics)
6.4
Workday Adaptive Planning
7.9
Minority Ownership
Planful (formerly Host Analytics)
1.0
Workday Adaptive Planning
8.0
Local and consolidated reporting
Planful (formerly Host Analytics)
10.0
Workday Adaptive Planning
8.6
Detailed Audit Trails
Planful (formerly Host Analytics)
5.6
Workday Adaptive Planning
8.6

Financial Reporting and Compliance

Planful (formerly Host Analytics)
8.1
Workday Adaptive Planning
7.9
Financial Statement Reporting
Planful (formerly Host Analytics)
10.0
Workday Adaptive Planning
8.7
Management Reporting
Planful (formerly Host Analytics)
7.0
Workday Adaptive Planning
8.6
Excel-based Reporting
Planful (formerly Host Analytics)
9.5
Workday Adaptive Planning
7.4
Automated board and financial reporting
Planful (formerly Host Analytics)
7.0
Workday Adaptive Planning
7.4
XBRL support for regulatory filing
Planful (formerly Host Analytics)
7.1
Workday Adaptive Planning
7.6

Analytics

Planful (formerly Host Analytics)
4.7
Workday Adaptive Planning
7.0
Personalized dashboards
Planful (formerly Host Analytics)
4.9
Workday Adaptive Planning
7.5
Color-coded scorecards
Planful (formerly Host Analytics)
5.0
Workday Adaptive Planning
6.4
KPIs
Planful (formerly Host Analytics)
5.0
Workday Adaptive Planning
7.3
Cost and profitability analysis
Planful (formerly Host Analytics)
5.8
Workday Adaptive Planning
8.3
Key Performance Indicator setting
Planful (formerly Host Analytics)
4.5
Workday Adaptive Planning
7.9
Benchmarking with external data
Planful (formerly Host Analytics)
3.1
Workday Adaptive Planning
4.5

Integration

Planful (formerly Host Analytics)
7.5
Workday Adaptive Planning
8.3
Flat file integration
Planful (formerly Host Analytics)
7.0
Workday Adaptive Planning
8.3
Excel data integration
Planful (formerly Host Analytics)
9.0
Workday Adaptive Planning
8.3
Direct links to 3rd-party data sources
Planful (formerly Host Analytics)
6.6
Workday Adaptive Planning
8.2

Pros

Planful (formerly Host Analytics)

  • The Host Analytics Cloud EPM Suite does a great job keeping all of our actual, forecast, and budget data together in one place. Loading new data into the application is fairly straight forward and allows us to quickly provide reports and analyses to our senior leadership team each month/quarter.
  • The Host Analytics Excel-Add In Tool is helpful for users who are more familiar with building and creating reports in Excel. While the reporting module in the core application is very easy to use and navigate, often times our team will utilize the Excel add-in tool to build more complex reports using the data from Host as we tend to have more experience with Excel based reporting.
  • Using Host has allowed us to drastically reduce the number of days it takes to close each month. We quickly load data via the data load rule, use the consolidations module to input any top side journal entries, and from there we are able to jump right into financial reporting.
Anonymous | 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

Planful (formerly Host Analytics)

  • Minor application quirks in the use functionality.
  • Updates are pushed to your application during specified maintenance windows, allowing for immediate use of the new functionality whether you were prepared or understood the changes or not. Any significant changes are clearly communicated ahead of time.
Lauren Bissell, CPA | 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

Planful (formerly Host Analytics)

Planful (formerly Host Analytics) 8.6
Based on 12 answers
We are in our 5th year using HA and have renewed our contract already. We went through a major ERP conversion last fiscal year and at that time reevaluated whether or now we would stay with Host or move to another system. Host is meeting our needs for forecast/budget/report/etc and does so at a reasonable price so we saw no need to move to another system.
Shane Riddle | TrustRadius Reviewer

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

Planful (formerly Host Analytics)

Planful (formerly Host Analytics) 7.3
Based on 6 answers
While there is still room for improvement (and I know they are working on it), I think Host Analytics is very user friendly, overall. Breaking the modules down, I give Reporting an A. It's very easy to learn, especially for those already familiar with Excel. The Budget model is a solid B as it takes a bit longer to learn.
Jarrod Lemon | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 7.4
Based on 79 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

Planful (formerly Host Analytics)

Planful (formerly Host Analytics) 8.2
Based on 2 answers
No answer on this topic is available.

Workday Adaptive Planning

Workday Adaptive Planning 7.0
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

Planful (formerly Host Analytics)

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

Planful (formerly Host Analytics)

Planful (formerly Host Analytics) 8.5
Based on 6 answers
Everyone is very responsive and is willing to jump on a call to help. We set up weekly calls with our CFL representative during the first month of Go-Live. This really helped us solve problems before they got out of hand. When using the Community, I also see representatives on there answering questions
Lee Starr | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 8.2
Based on 26 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

Planful (formerly Host Analytics)

No score
No answers yet
No answers on this topic

Workday Adaptive Planning

Workday Adaptive Planning 8.9
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

Planful (formerly Host Analytics)

Planful (formerly Host Analytics) 9.1
Based on 5 answers
Be sure you understand all the language in the initial contract as to what is included and what is not. The BRDD document although more detailed and also a signed document is not a contract and Host will not necessarily honor that document.Be sure your solutions architect has been with Host awhile and done numerous other implementations. The better qualified they are the better your implementation will go.Do you own homework, and be ready with your own documentation on process, what your proposed dimensions are and fields with the data to populate them.
Jean Dane | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 8.9
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

Planful (formerly Host Analytics)

The cloud based aspect of Host makes it easier for multiple team members to be in the system at one time and see changes in real time without a lag. in prior experience with Oracle there has been a lag in the system to view changes made my other team members
Monica Seaney, CPA | 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

Planful (formerly Host Analytics)

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

Planful (formerly Host Analytics)

  • Host has helped eliminate a lot of the issues we were experiencing with preparing our financial budgets in Excel. Ultimately, our department has become extremely efficient at producing master budgets and forecasts.
  • The reporting module has made it easier to produce ad hoc reports easily and efficiently. There have been several projects that would have taken a full day to complete before Host. With Host, these projects only took a couple hours to complete.
Mike Johnson | 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

Planful (formerly Host Analytics)

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Planful (formerly Host Analytics) Editions & Modules

Edition
Corporate1
Enterprise
  1. Per User per Month
Modules
Host Analytics Planning
Host Analytics Consolidation
Host Analytics Modeling
    Additional Pricing Details
    http://www.hostanalytics.com/about/contact-us

    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

    Workday Adaptive Planning Editions & Modules

    Additional Pricing Details

    Rating Summary

    Likelihood to Recommend

    Planful (formerly Host Analytics)
    7.6
    Workday Adaptive Planning
    7.4

    Likelihood to Renew

    Planful (formerly Host Analytics)
    8.6
    Workday Adaptive Planning
    9.0

    Usability

    Planful (formerly Host Analytics)
    7.3
    Workday Adaptive Planning
    7.4

    Reliability and Availability

    Planful (formerly Host Analytics)
    8.2
    Workday Adaptive Planning
    7.0

    Performance

    Planful (formerly Host Analytics)
    Workday Adaptive Planning
    9.1

    Support Rating

    Planful (formerly Host Analytics)
    8.5
    Workday Adaptive Planning
    8.2

    In-Person Training

    Planful (formerly Host Analytics)
    Workday Adaptive Planning
    8.2

    Online Training

    Planful (formerly Host Analytics)
    Workday Adaptive Planning
    8.9

    Implementation Rating

    Planful (formerly Host Analytics)
    9.1
    Workday Adaptive Planning
    8.9

    Scalability

    Planful (formerly Host Analytics)
    Workday Adaptive Planning
    9.1

    Add comparison