Workday Adaptive Planning vs Yardi Senior Living

• The design of the planning sheets, flexible functioning of the assumptions/drivers, and familiar formula creation has great user appeal since it simulates the similarities with the Excel worksheet interface, so buy-in/ownership from a Finance group perspective is easily overcome even for those that have a bit of 'change-phobia'.
• The Finance group REALLY can run this CPM product. No IT support needed which is critical from a resource standpoint.
• User collaboration is made simple and easy with the Process Tracker functionality and further supported by offering users the ability to enter cell notes on planning items, sheet notes, line notes in analysis reporting, share reports via email, snapshot reports, and attach documents related to quotes for the planning process - just to name a few little hidden gems that serve us well in the planning process resulting in greater efficiencies.
• The Adaptive Learning Center provides a wealth of information for users in a how-to-do well-guided format with both written and video learning mediums. In addition, the involvement in the Torchbearers Community provides a community chat portal to pose questions and gain additional information on best practices from other Adaptive users of varying levels of expertise.

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• Accounting.
• Billing.
• Electronic health records.

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• It can get cumbersome to have separate sheets for all prepaid expenses. The software works out very neatly - but creating a new sheet for each prepaid expense can be difficult. Because of this, I feel like forecasting is less based on actual plans, and more based on gut feelings, and trends rather than actual plans.
• I wish OfficeConnect could pull individual lines rather than just aggregated data. The example that I'm trying to work on now is that I would like to pull personnel information from OfficeConnect (mainly pulling lists of employees, or open positions). I don't know how to do that currently. I can pull aggregated data and show totals - but I can't see the individual lines that make up that total within OfficeConnect.

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• Yardi does have a tendency to release new features a bit early. I understand the drive to deliver what customers are asking for, but in some cases, further testing before release would be beneficial.
• Yardi used to allow clients to have access to a remote desktop, which came in very handy to maintain the environment and develop new reports. They replaced this with web based tools that don't work as well.
• Yardi does not handle any time sheet or payroll functions. It's the main shortcoming for our needs. As a result we have leveraged other software for this.

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• Month-end reporting: It's hard to say how much time Adaptive Insights has provided, but I can say we no longer have formula errors in Excel reports and refreshing financial statements every month only takes a couple of clicks.
• Budgeting/forecasting: We have saved a tremendous amount of time in our budgeting cycle. After importing a budget in Adaptive Insights and setting up the model with formulas, we are able to copy the most recent budget version into the next budget version and review. Being able to budget in Adaptive Insights also removes the possibility of formula and linking errors that come with Excel.

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• Yardi license costs are reasonable for the functionality of the software.
• There can be a steep learning curve for many Yardi products.
• Upgrades tend to generate a lot of end user issues despite extensive testing.

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