Adaptive Insights, a Workday company Reviews

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Score 8.6 out of 101

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Reviews (1-25 of 62)

Gary Grzesiak profile photo
Score 9 out of 10
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Verified User
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Role Impact

The biggest impact for me individually has been spending significantly less time assisting end-users with budget inputs and more time analyzing the data that has been input. Additionally, the response time of Adaptive is great as we have had no system outages. Our previous system was very slow and some times the outages would last an entire day and we would need to have a paid consultant assist with getting the system back up and running.
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Denise Lewis profile photo
Score 10 out of 10
Vetted Review
Verified User
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Role Impact

Since implementing Adaptive Insights, I have been able to spend more time on strategic analysis, creating longer-term forecasts, cash flow modeling, and capital expenditure forecasting to name a few. It saves a significant amount of time for month-end reporting.
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Jessalyn Ka profile photo
Score 8 out of 10
Vetted Review
Verified User
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Role Impact

Adaptive Insights has given more time in my position as I am no longer holding monthly meetings to review the monthly financials. I only do this quarterly as my admin does the monthly reviews and only prompts when she encounters an error.
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Victoria Ferrando profile photo
August 01, 2018

Adaptive Insights

Score 10 out of 10
Vetted Review
Verified User
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Role Impact

Yes, the import of the data to the software is much faster than other programs i used to work with leaving more time for strategic analysis
Read Victoria Ferrando's full review
No photo available
Score 10 out of 10
Vetted Review
Verified User
Review Source

Role Impact

Once we rolled out the budget process, I moved to getting the results into the system so that we could have real-time analysis. Currently, I am getting data in manually, which significantly reduces our ability to use Adaptive for real-time analytics. Once we get the automated data flow working between our various software vendors, we anticipate having significantly more time available for strategic analysis.
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September 27, 2018

Adaptive a home run product

Score 9 out of 10
Vetted Review
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Role Impact

The amount of time it has freed up for myself and the team has been invaluable. We have been able to be more strategic to the rest of the organization. It has also allowed us to be flexible and nimble.
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Jack Kersjes profile photo
Score 10 out of 10
Vetted Review
Verified User
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Role Impact

The first-year setup will take a great deal of time, as you would expect. But once the model and dashboards are setup, it takes a great deal less time to maintain them. I found the second cycle to be much more focused on tweaking the model, and understating how the business operates, and how it can be better represented in the model. After that, it becomes an exercise of discovering what data is available in the company, and how it can be presented in a meaningful way.

To summarize, it does allow for greater time to do analysis, but don't expect that the first year.

Read Jack Kersjes's full review
Samantha Monastra profile photo
Score 7 out of 10
Vetted Review
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Role Impact

Adaptive Insights has helped my role because of the quality information it provides. I believe the reports and content on Adaptive Insights have been reviewed extensively before being published, so it's unlike searching Google and being unsure of the validity of a found article.
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Andy Clifton profile photo
March 23, 2018

Ahead of the curve.

Score 10 out of 10
Vetted Review
Verified User
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Role Impact

As a key business partner to a global organisation, I have found that Adaptive has enabled me to fully immerse myself in the aspect of my job that I love the most - talking to people and truly helping them make decisions.

I no longer spend hours worrying about Excel version control or formulas breaking. I can just load up Adaptive and write a quick report and spend more time interpreting and considering the messaging for my business stakeholders.

I feel like using Adaptive I have been able to more easily explain and illustrate financial trends and outcomes that have fed directly into key business decisions.
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Amy Kee, CPA profile photo
Score 10 out of 10
Vetted Review
Verified User
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Role Impact

Adaptive has honestly made me and my role indispensable. I am generally the only one in my organization trained and comfortable enough with it to be able to make changes easily. And, management is very pleased with the quick and painless results we are able to get from Adaptive.
Read Amy Kee, CPA's full review
Martin Davila profile photo
March 21, 2018

Acquire Adaptive!

Score 10 out of 10
Vetted Review
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Role Impact

I used to use Excel worksheets before to create budget sheets and this took too much time and it was not accurate. This has all changed since using Adaptive.
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Angelique Stewart profile photo
Score 9 out of 10
Vetted Review
Verified User
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Role Impact

As the owner of SG&A for the consolidated enterprise, Adaptive has been invaluable to my role. I'm able to spend my time doing more analytics than maintaining 40 different spreadsheets. I'm able to report on the consolidated enterprise within minutes as opposed to days or even weeks.
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Zach Miles profile photo
January 30, 2018

Adaptive Admin Review

Score 9 out of 10
Vetted Review
Verified User
Review Source

Role Impact

Essentially, Adaptive has reduced the overtime spent on checking the quality of submitted data, monthly / quarterly reporting and any special requests from upper management. With Adaptive, I now have time to examine the areas where we need the most improvement. Instead of looking at our business through the rear-view mirror, we can now focus on where our business is headed.
Read Zach Miles's full review
Scott Clapton profile photo
January 18, 2018

Great tool

Score 10 out of 10
Vetted Review
Verified User
Review Source

Role Impact

More time for strategic analysis, less time on compiling month end reports, and much less time on compiling and creating annual budget spreadsheets. Has allowed us to implement monthly rolling forecasts.
Read Scott Clapton's full review

Feature Scorecard Summary

Pixel Perfect reports (1)
9
Customizable dashboards (1)
10
Report Formatting Templates (1)
9
Drill-down analysis (1)
9
Formatting capabilities (1)
7
Integration with R or other statistical packages (1)
8
Report sharing and collaboration (1)
8
Publish to PDF (1)
8
Report Versioning (1)
8
Report Delivery Scheduling (1)
8
Pre-built visualization formats (heatmaps, scatter plots etc.) (1)
7
Location Analytics / Geographic Visualization (1)
8
Predictive Analytics (1)
8
Multi-User Support (named login) (1)
9
Role-Based Security Model (1)
9
Multiple Access Permission Levels (Create, Read, Delete) (1)
9
Responsive Design for Web Access (1)
8
Dedicated iOS Application (1)
8
Dedicated Android Application (1)
8
Dashboard / Report / Visualization Interactivity on Mobile (1)
10
Long-term financial planning (120)
8.3
Financial budgeting (129)
8.7
Forecasting (124)
8.9
Scenario modeling (120)
6.7
Management reporting (128)
8.4
Financial data consolidation (73)
8.0
Journal entries and reports (44)
5.9
Multi-currency management (54)
7.2
Intercompany Eliminations (39)
7.6
Minority Ownership (18)
7.4
Local and consolidated reporting (65)
8.1
Detailed Audit Trails (82)
8.5
Financial Statement Reporting (104)
8.8
Management Reporting (116)
8.5
Excel-based Reporting (116)
6.9
Automated board and financial reporting (101)
7.5
XBRL support for regulatory filing (14)
7.0
Personalized dashboards (79)
7.5
Color-coded scorecards (63)
6.4
KPIs (74)
7.2
Cost and profitability analysis (81)
8.2
Key Performance Indicator setting (65)
8.1
Benchmarking with external data (46)
5.8
Flat file integration (82)
7.9
Excel data integration (106)
8.1
Direct links to 3rd-party data sources (78)
8.1

About Adaptive Insights, a Workday company

Adaptive Insights, a Workday company, aims to power a new generation of business planning, and drive business agility in a fast-moving world. The Adaptive Insights Business Planning Cloud offers powerful modeling for organizations of any size, and helps people in companies to collaborate, gain insights, and make smarter decisions faster.

More than 3,800 organizations across 50-plus countries use Adaptive Insights. The vendor says the product is easy, powerful and fast, and enables "active planning". Recognized for the solution's ease of use, Adaptive Insights ranks #1 in customer satisfaction in independent industry surveys from leading market analysts such as Gartner, Forrester, and BPM Partners.

According to the vendor, Adaptive Insights helps mid-size & enterprise organizations’ leaders better manage their business:
  • Adaptive Insights enables organizations to break free from static planning, to active planning
  • Active planning is collaborative, comprehensive, and continuous
  • Active planning requires a solution that’s easy, powerful, and fast
Capabilities include:
  • Automated Budgeting and Forecasting to increase productivity
  • Self-Service Financial Reporting allowing users to create, share and personalize reports
  • Seamless Integration with Salesforce.com, NetSuite, Intacct, & MS Dynamics

Adaptive Insights, a Workday company Features

Budgeting, Planning, and Forecasting Features
Has featureLong-term financial planning
Has featureFinancial budgeting
Has featureForecasting
Has featureScenario modeling
Has featureManagement reporting
Consolidation and Close Features
Has featureFinancial data consolidation
Has featureJournal entries and reports
Has featureMulti-currency management
Has featureIntercompany Eliminations
Has featureMinority Ownership
Has featureLocal and consolidated reporting
Has featureDetailed Audit Trails
FInancial Reporting and Compliance Features
Has featureFinancial Statement Reporting
Has featureManagement Reporting
Has featureExcel-based Reporting
Has featureAutomated board and financial reporting
Has featureXBRL support for regulatory filing
Analytics Features
Has featurePersonalized dashboards
Has featureColor-coded scorecards
Has featureKPIs
Has featureCost and profitability analysis
Has featureKey Performance Indicator setting
Has featureBenchmarking with external data
Integration Features
Has featureFlat file integration
Has featureExcel data integration
Has featureDirect links to 3rd-party data sources
BI Standard Reporting Features
Does not have featurePixel Perfect reports
Does not have featureCustomizable dashboards
Does not have featureReport Formatting Templates
Ad-hoc Reporting Features
Does not have featureDrill-down analysis
Does not have featureFormatting capabilities
Does not have featurePredictive modeling
Does not have featureIntegration with R or other statistical packages
Does not have featureReport sharing and collaboration
Report Output and Scheduling Features
Does not have featurePublish to Web
Does not have featurePublish to PDF
Does not have featureReport Versioning
Does not have featureReport Delivery Scheduling
Data Discovery and Visualization Features
Does not have featurePre-built visualization formats (heatmaps, scatter plots etc.)
Does not have featureLocation Analytics / Geographic Visualization
Does not have featurePredictive Analytics
Does not have featureSupport for Machine Learning models
Does not have featurePattern Recognition and Data Mining
Does not have featureIntegration with R or other statistical packages
Access Control and Security Features
Does not have featureMulti-User Support (named login)
Does not have featureRole-Based Security Model
Does not have featureMultiple Access Permission Levels (Create, Read, Delete)
Does not have featureReport-Level Access Control
Does not have featureTable-Level Access Control (BI-layer)
Does not have featureField-Level Access Control (BI-layer)
Does not have featureSingle Sign-On (SSO)
Mobile Capabilities Features
Does not have featureResponsive Design for Web Access
Does not have featureDedicated iOS Application
Does not have featureDedicated Android Application
Does not have featureDashboard / Report / Visualization Interactivity on Mobile

Adaptive Insights, a Workday company Screenshots

Adaptive Insights, a Workday company Video

Don’t settle for static plans. Get active planning with Adaptive Insights – your source for business budgeting software that is easy, powerful, and fast.

Adaptive Insights, a Workday company Integrations

Adaptive Insights, a Workday company Competitors

Vena Solutions, Host Analytics Cloud EPM Suite, Longview, Prophix, IBM Cognos, Anaplan, CCH Tagetik, Tidemark, BusinessObjects SRC (Discontinued), Oracle Hyperion, SAP

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?Optional

Adaptive Insights, a Workday company Customer Size Distribution

Consumers
0%
Small Businesses (1-50 employees)
0%
Mid-Size Companies (51-500 employees)
60%
Enterprises (> 500 employees)
40%

Adaptive Insights, a Workday company Support Options

 Free VersionPaid Version
Phone
Email
Forum/Community
FAQ/Knowledgebase
Video Tutorials / Webinar

Adaptive Insights, a Workday company Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android, Windows Phone, Mobile Web
Supported Countries:United States, Canada, United Kingdom, Ireland, Australia, New Zealand, and many more!
Supported Languages: English, Spanish, French, Japanese, Portuguese (Brazilian), Russian, Polish, Dutch