TapClicks vs. Adaptive from Workday

For advertising agencies and marketing departments looking to aggregate and consolidate marketing, advertising, and website analytics performance data into one centralized platform, TapClicks is a market-leading solution. TapClicks provides customizable modules, charts, and graphs to make visual sense of your data. TapClicks is designed for organizations that are trying to import reporting data across multiple marketing, advertising, and web analytics platforms. It probably does not makes sense to license TapClicks if you are just getting started with your digital marketing and are only utilizing 1 or 2 third-party platforms that TapClicks has an API connection with, it's probably premature for your organization to invest in TapClicks.

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It's well suited to any business where you have defined inputs, a layer of structured calculations and a defined output. In other words, any business situation! We use it in a law firm setting where it enables us to import staff plans, assign targets to each individual, thereby generating a revenue forecast linked to business capacity. From there, global assumptions determine staff and direct costs, with the user overlaying discretionary costs to arrive at a final P&L forecast. This is then summarised using the reporting and dashboarding layer to provide outputs to senior leaders for sign off.

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• Customizable dashboards: these are easy to set-up and manage and tell a powerful story. We appreciate that they can be exported.
• Import Wizard: it's very important that we are able to include custom data points in our reports through the Import Wizard. After a short learning curve, we are not importing data on a weekly basis for a comprehensive report that not only shows marketing trends, but the business results too.
• Groups and Clusters: The ability to manage client groups and clusters has been vital to how we report out to the client.

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• 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

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• The support team sometimes isn't very responsive, and I can go a week without hearing from the TapClicks team on an open issue.
• I would love to have the categories feature enhanced so that I could combine several services, and be able to break out reporting by the flights/adgroups/lineitems within those services.
• I would love for the custom dashboards that are created to be integrated into reporting so that, for example, I could use the Categories dashboard as the title page of an exported report.

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Invited by TrustRadius (TR) on Vendor's Behalf

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• Budgeting either isn't included or an extra fee.
• Expense reporting aspects are repetitive and hard to fully optimize.
• Finance tracking is limited to basic reports with multiple levels or drill-down...hard to fully grasp without exporting data and massaging in something else (like Excel).

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TapClicks is a must have for our agency clients

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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.

TapClicks provides an array of on-demand training videos coupled with account management support to help your organization get up and running. That being said, TapClicks integrates with hundreds of marketing, advertising, CRM, and website analytics third-party platforms, so depending on how many integrations you want to activate, it can be a steep learning curve. Overall, we like the usability of the product.

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It is an easy transition for Excel users, with more built-in analytical tools and no need to build formulas. It also has built-in reporting and integration with Microsoft Office products such as Excel and PowerPoint. For non-Finance users, there's an initial learning curve to get used to the tool.

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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.

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.

Our organization experienced a very thorough onboarding process that helped us get up and running with TapClicks. It's pretty easy to integrate or "connect" with other platforms. We have developed a long-term relationship with our Account Manager at TapClicks and we really value her support. In today's world, most technology companies change your Account Manager seemingly almost every year, but that has not been the case with TapClicks.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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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.

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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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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The companies I interviewed are either limited in the number of APIs built with the data source, especially with DFP. Some of them charge us cloud storage fees. TapClicks came in with enthusiasm and so far they have helped us jump start the building of dashboards for our clients.

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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.

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

Good read only seat access

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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

This is now available in house at Workday which is convenient.

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• Greater efficiencies in providing reports to our clients
• Great reporting features to sell when we're trying to close new business as an agency
• Ability to resell and add margin to our investment
• Automated reporting for our clients which saves our team time

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

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Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info