SAP Concur is a SaaS expense report management product, and handles corporate travel booking, expense report automation, reimbursement, audit, and business intelligence, and corporate card integration.
$9
per month
Workday Adaptive Planning
Score 8.0 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.
Expensify was the legacy system I first used prior to Concur. While I am big cheerleader for the price and usefulness it had for my company in its early stages, there was a definite point in which we outgrew Expensify and its limited flexibility to grow. Concur does a pretty …
I have either used Excel or budgeting tools within the accounting software packages. Excel can be tricky and error-prone due to formulas, but they are customizable, and you can adjust things on the fly. Accounting software budgeting tools are usually minimal and are not …
Sr. Manager, Taxation and Financial Planning & Analysis
Chose Workday Adaptive Planning
I do not have comparisons for this product, other than the budgeting section with Intacct. That system however, is not designed as an FP&A tool, so it is only a bare bones budgeting tool, that would work for smaller organizations, but would not be a manageable solution for the …
SAP Concur works very well to book travel. It provides several options for airlines, hotels and cars. Automatically updates the calendar. Reminds to complete relevant subsequent activities. The app allows to capture the receipts and amounts very easily. While reconciliation this becomes very easy and fast. It allows to capture tips and one can manually update the amount.
In a previous company, I was hired based on my experience with Workday Adaptive Planning. After being hired and reviewing the company, I quickly determined they were not large of enough of a company to need the program. Instead, we made better Excel budget templates, utilized OneDrive and created a better experience without the cost. Left the job after 9 months because I worked my way out of the position. My next role I looked for bigger companies and had better success with implementation.
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
For a new user of SAP Concur, it becomes difficult to file the first reimbursement as that person is new to the application and probably, one needs to to go through the instructions to get used to it. So, user interface can be improved and could be tried to make more interactive. Other than that, it's all good to go.
Web reports and sheets are not great for in-depth reporting, and require the use of the OfficeConnect for Excel plugin and, therefore, the use of Excel for extensive reporting capabilities.
It has limited formula functionality in some instances, requiring again the use of OfficeConnect for Excel for extensive calculations.
I would like to see new planning sheet types or upgrades to existing sheet types; functionality has been the same for over 10 years.
Now that we are fully on Concur, switching is not an option. Concur has become ingrained in our expense reporting process. Furthermore, Concur continues to improve its offering. Each month, they release updates and changes, many of which were client requested. Concur's constant evolution means it is adapting with my business
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.
I think it is very easy to use, especially once you are acquainted with it. I think the UX could be improved so some things, like accessing old reports, are more intuitive once you learn it though it is not difficult to replicate.
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.
In prior years I would have given them a 9.5 for availability. Unfortunately in 2015 so far this rating has dropped to a 7 overall. We have experienced far too many interruptions - from admins to employees who rely on it for day to day booking of travel and submission of expense reports. Server errors, slow system response time and spinning wheels are too common place. Those things should be a rare occurrence, not a daily interruption.
While Conur still has great product offerings overall, they are currently not offering world class or best in class product (and customer service) availability. Remaining hopeful they step up and get their A game going again soon.
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.
Pages always load quickly, reports are always completed in a quick and efficient time frame, and everything about the experience is swift. I've never had any frustrations or complexities that can't be handled easily
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.
I have never had to use customer support when using Concur Expense - the UX could be a bit nicer on the eyes or easier to understand, but there have never been any problems when using Concur Expense that I have had to ask or reach out to customer support to help me with anything.
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.
My Seniors were the ones who taught me about Concur. Concur Support team has sent me training links and answered me in their tickets too. Usually they are helpful and knows their stuff. There are times when webex meetings is conducted for reporting training. They were very patient and took down all the details from me.
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.
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.
There are different implementation teams for each module of the product you purchase, so implementation is not a 'one size fits all' environment. Also, the different implementation teams have different ways of doing things, so Concur could stand some standardization and streamlining in this area. A Project Manager can make or break an implementation so don't be scared to ask for a new one if things are rocky.
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.
Expensify and Zoho Expense work for small and mid-size businesses. Big multinationals do not receive benefits from the apps. Coupa is good as a solution for organizations with non-SAP leading systems. If you plan to use SAP ERP as the main/lending system then SAP Concur is the best solution, mainly for its native integration with SAP ecosystem.
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.
This program has been very helpful, user friendly and has been a great asset to use to assist with time management. Not only are leadership involved with using this program but all staff as well. This is also a great way to hold each accountable. Easy startup with not many means for hands on training
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
It's facilitated a better financial literacy and management by the non-financial managers in the company, giving them a much better ability to see what they're spending, control it, and plan better in the future.
It's hard to quantify the ease of model and version management, but we could never do what we're doing now with our current staff. It would take a small army to replicate anything close to what Adaptive pulls off using Excel, if it's even possible.