What users are saying about
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Top Rated
239 Ratings

Workday Adaptive Planning

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Top Rated
239 Ratings
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Score 8.2 out of 100

Likelihood to Recommend

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

Workday Adaptive Planning
9.3
Pixel Perfect reports
Workday Adaptive Planning
9.0
Customizable dashboards
Workday Adaptive Planning
10.0
Report Formatting Templates
Workday Adaptive Planning
9.0

Ad-hoc Reporting

Workday Adaptive Planning
8.0
Drill-down analysis
Workday Adaptive Planning
9.0
Formatting capabilities
Workday Adaptive Planning
7.0
Integration with R or other statistical packages
Workday Adaptive Planning
8.0
Report sharing and collaboration
Workday Adaptive Planning
8.0

Report Output and Scheduling

Workday Adaptive Planning
8.0
Publish to PDF
Workday Adaptive Planning
8.0
Report Versioning
Workday Adaptive Planning
8.0
Report Delivery Scheduling
Workday Adaptive Planning
8.0

Data Discovery and Visualization

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

Access Control and Security

Workday Adaptive Planning
9.0
Multi-User Support (named login)
Workday Adaptive Planning
9.0
Role-Based Security Model
Workday Adaptive Planning
9.0
Multiple Access Permission Levels (Create, Read, Delete)
Workday Adaptive Planning
9.0

Mobile Capabilities

Workday Adaptive Planning
8.5
Responsive Design for Web Access
Workday Adaptive Planning
8.0
Dedicated iOS Application
Workday Adaptive Planning
8.0
Dedicated Android Application
Workday Adaptive Planning
8.0
Dashboard / Report / Visualization Interactivity on Mobile
Workday Adaptive Planning
10.0

Budgeting, Planning, and Forecasting

Workday Adaptive Planning
8.4
Long-term financial planning
Workday Adaptive Planning
7.9
Financial budgeting
Workday Adaptive Planning
8.9
Forecasting
Workday Adaptive Planning
9.0
Scenario modeling
Workday Adaptive Planning
7.1
Management reporting
Workday Adaptive Planning
8.9

Consolidation and Close

Workday Adaptive Planning
7.9
Financial data consolidation
Workday Adaptive Planning
8.6
Journal entries and reports
Workday Adaptive Planning
6.3
Multi-currency management
Workday Adaptive Planning
7.5
Intercompany Eliminations
Workday Adaptive Planning
7.9
Minority Ownership
Workday Adaptive Planning
7.9
Local and consolidated reporting
Workday Adaptive Planning
8.5
Detailed Audit Trails
Workday Adaptive Planning
8.5

Financial Reporting and Compliance

Workday Adaptive Planning
7.9
Financial Statement Reporting
Workday Adaptive Planning
8.7
Management Reporting
Workday Adaptive Planning
8.6
Excel-based Reporting
Workday Adaptive Planning
7.3
Automated board and financial reporting
Workday Adaptive Planning
7.4
XBRL support for regulatory filing
Workday Adaptive Planning
7.5

Analytics

Workday Adaptive Planning
7.0
Personalized dashboards
Workday Adaptive Planning
7.5
Color-coded scorecards
Workday Adaptive Planning
6.4
KPIs
Workday Adaptive Planning
7.3
Cost and profitability analysis
Workday Adaptive Planning
8.3
Key Performance Indicator setting
Workday Adaptive Planning
7.9
Benchmarking with external data
Workday Adaptive Planning
4.8

Integration

Workday Adaptive Planning
8.3
Flat file integration
Workday Adaptive Planning
8.3
Excel data integration
Workday Adaptive Planning
8.3
Direct links to 3rd-party data sources
Workday Adaptive Planning
8.2

Pros

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

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

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

Workday Adaptive Planning

Workday Adaptive Planning 7.3
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

Workday Adaptive Planning

Workday Adaptive Planning 7.1
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

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

Workday Adaptive Planning

Workday Adaptive Planning 8.1
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

Workday Adaptive Planning

Workday Adaptive Planning 8.8
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

Workday Adaptive Planning

Workday Adaptive Planning 8.8
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

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

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

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

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

Rating Summary

Likelihood to Recommend

Workday Adaptive Planning
7.5

Likelihood to Renew

Workday Adaptive Planning
9.0

Usability

Workday Adaptive Planning
7.3

Reliability and Availability

Workday Adaptive Planning
7.1

Performance

Workday Adaptive Planning
9.1

Support Rating

Workday Adaptive Planning
8.1

In-Person Training

Workday Adaptive Planning
8.2

Online Training

Workday Adaptive Planning
8.8

Implementation Rating

Workday Adaptive Planning
8.8

Scalability

Workday Adaptive Planning
9.1

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