Adaptive Insights provides a unified Business Intelligence (BI) and Corporate Performance Management (CPM) suite of cloud-based software used for budgeting, forecasting, reporting, consolidation, dashboards, and business intelligence. The Adaptive Suite is designed for companies and nonprofits of all sizes to allow finance and management teams to work together to plan, monitor, report on, and analyze financial and operational performance. Solution!As a growing company, we needed to shift from Excel-based budgeting/reporting models to a much more capable (and sophisticated) model. We selected Adaptive based on the tool's capabilities, the fact that it's cloud-based (SaaS), and easily scalable. We deployed Adaptive for all budget owners within 3 months of making our decision. Using Adaptive, our budget owners and executives now have a much better (and faster) view of our financials, as well as allowing the finance team to spend time on analysis/insight.,Overall structure of the model is both powerful and simple. Accounts and levels (departments/cost centers) drive the overall data structure. Once this principle is firmly understood, the tool is quite easy to understand from an implementation and administrative perspective. Customer support is outstanding. Even though we're a small company, Adaptive doesn't recognize that (or care). I've had conversations with a variety of their team members on a number of different topics, and they are very good at supporting our company. Reporting tools are world-class. It's nice that you can have a best-in-class planning system, but without equally strong reporting tools, it really doesn't mean much. Adaptive's easy-to-build reports are both flexible and powerful. Administration is easy. Helpful tools to make your system secure.,Our biggest challenge is that more people want the tool than we (originally) budgeted for. (This really isn't a con, but be aware that if you're moving from an Excel-based manual model, people will be really hungry for this type of tool/application.),10,Positive: We are much more efficient now than previously. The time savings alone, and our ability to focus on insights/analytics using less resources has been a great strength to our company.,IBM Cognos, Host Analytics Cloud EPM Suite and Oracle Hyperion Enterprise Performance Management,Veeva Vault, Sage Intacct,,,Planning (Forecasting, Budgeting) Management and Statutory Reporting Analytics,Stock-based compensation forecasting linked with workforce planning. This was historically a very challenging calculation, given our headcount growth and manual process. Using Adaptive, we were able to generate formulas based on our overall workforce plan, along with highly "auditable" calculations (i.e., we don't have a "black box" where nobody can explain how the number is calculated).,Linking our PO system directly within Adaptive, so that business/operational leaders can see a list of all their open POs and plan accordingly.,10,Yes,Product Features Product Usability Prior Experience with the Product Vendor Reputation Existing Relationship with the Vendor,During the vendor review/selection cycle, we would attempt to identify "best-in-class" core processes, and then rack/stack the vendors accordingly. Knowing what I know now, Adaptive would still come out on top for me.,Third-party professional services,Yes,Change management was a small part of the implementation and was well-handled,Foreign currency-related issues, which the Carlson team expertly understood and resolved in a timely manner.,10,10,No,As a new administrator, I was trying to resolve an issue with my cash flow model (I thought a custom account wasn't calculating correctly). However, one adjustment that the Support team recommended I make very quickly solved my issue. Importantly, they also taught me understand the "core" principle so that I use this feature going forward for other areas of my model.,Integration with our core ERP platform. Once this is set up, scheduling data feeds from any source system is simple and fast. Workforce planning is outstanding. We have several inputs in our workforce model (including location, benefits, etc.) and the ability to have drop-down menus with appropriate selections appear is excellent. Scenario modeling: I'm particularly pleased with this aspect of Adaptive, since we do quite a bit of scenario modeling for each budget/forecast cycle. The way we've structured our model allows for many different scenarios, with the ability to easily turn each scenario on/off.,The functions themselves aren't difficult to use; like any system/tool, it does take some training to fully understand how to exploit the power of these functions and the tool's overall capabilities.,10Adaptive Insights -- a great solution for planningWe have been using Adaptive Insights for five years. We started using it for annual expense planning and have expanded to forecasting, scenario planning, and what-if analysis. Adaptive Insights is used by the entire organization. Business managers and finance use the software for budgeting, reporting, forecasting, and scenario planning.,It helps to produce a consolidated budget very quickly. Good built-in audit trails. Good reporting for variance analysis.,The software allows you to plan at a very granular level, but the reporting at a granular level between plan, actuals, and other versions can be challenging.,10,Before using Adaptive Insights, our annual budget process involved emailing spreadsheets back and forth. That's a very time-consuming and error-prone process. Adaptive Insights has made the process much more efficient for the Finance team and the business managers.,Budget Maestro, Prophix and Host Analytics Cloud EPM Suite,Sage Intacct, Concur Expense,Data input/capture. Consolidated reporting. Version Control.,Granular reporting between versions.,9Adaptive is very insightful!We use Adaptive for all of our budget development, forecasting, analysis and management reporting. Adaptive is used across the whole organization. Adaptive allowed us to move away from manual spreadsheet forecasting, develop budgets using staffing, travel, capital assumptions. Also real time KPI's and dashboards was a real business need for our association and Adaptive provides that solution. The ease of loading actual data from our transactional system gives us real time financials that we did not previously have the capability . OfficeConnect allows us to run our monthly budget reports in a timely fashion as our previous system had to be run over night due to serve issues without the amount of data.,Allows assumptions to be created for fringes, taxes, capital etc. We are now able to push these type of expenses to individual departments as opposed to a single department. Gives us true costs for each department. The flexibility in revising and creating new sheets allows our organization to modify our budget/forecast approach without much downtime. Also, we can make these modifications internally . No need to hire consultants to complete these tasks. Adaptive Insights is an easy to use/understand tool for end-users. Our users typically struggle with new systems but the Adaptive roll-out was very smooth with very little end-user angst.,The format of reports when downloaded to Excel or PowerPoint could use improvement. Would be nice if you could inactivate GL accounts when they are no longer being used. Suppress rows functionality when set by the administrator to default to suppress if not data doesn't always seem to work.,9,Budget and forecast cycles have been reduced due to the ease of data input by our end-users. We used to allow user a month to input annual budget data and we can now complete this process in two and a half weeks. Forecasts used to be completed using Excel by our 17 divisions. Adaptive has allowed for us to complete the forecast process using the Adaptive tool which allows us to consolidate our forecasts immediately versus a manual process. Month-end reporting used to take us 5 days to complete our package prior to using Adaptive. Our organization can now finalize our reporting in no more than 3 days due many of the reports coming straight from Adaptive.,Adaptive has improved our reporting and analysis ten fold due taking many manual spreadsheets and automating monthly reporting and analysis. During our budget development we have been able to utilize what-if analysis to determine the impact of eliminating programs/activities during budget discussions with management. Our budget accuracy has improved by about 10% since implementing Adaptive particularly staff allocations to programs. We were not able to come up with true costs of programs prior to using Adaptive and we now have a sheet where the end-users allocate staff time by percentage to each program.,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.,Oracle Hyperion Enterprise Performance Management,9BEST CPM software out there!!Adaptive Insights is used across our organization. It has addressed many business problems, such as more streamlined budgeting and forecasting, including income statements, balance sheets, cash flow statements, and capital expenditures. We recently completed our first 5-year forecast, which would not have been possible without Adaptive Insights. We use Adaptive Insights for all of our financial reporting. We also utilize the Dashboard capability for executives.,Financial Reporting - Building financial statements in OfficeConnect is a breeze! They are quick and easy to update on a monthly basis! The HTML reporting within Adaptive Insights is also particularly useful for department and adhoc reports! Budgeting/Forecasting - Being able to budget/forecast within Adaptive Insights has significantly cut down on the time it takes to budget by utilizing formulas and assumptions within the model! We reforecast quarterly, and with Adaptive Insights, it's painless when compared to the Excel forecasting we did previously. Cash Flow Statement - Creating this for the annual audit was painful before Adaptive Insights! Now, it's a simple export from Adaptive Insights. Dashboards - The dashboards that can be created are endless and provide valuable insight for our executives in real-time!,10,Model - It takes a little bit of time to get familiar with how the model works.,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.,Since implementing Adaptive Insights, we cut 5 days from our month-end reporting cycle! We are also able to provide intuitive dashboards in real-time to our executives. We recently created a quick what-if analysis in Adaptive Insights we otherwise would not have been able to do in Excel. Adaptive Insights also has a fantastic drill-through capability to see journal entries, which has helped tremendously when doing variance analysis.,10,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.,Adaptive Insights - Effectively manage actual data and budget dataAs an organization that represents over 230,000 classified employees, we are using Adaptive Insights to generate reports that provide transactions and more drill down reports by dept. across the entire organization. This enables all departments to review their budget at any time without waiting for the monthly reports to be distributed. In addition, this helps eliminate human errors as we are able to pull the reports and drill down to the exact transactions to review and confirm that they are coded correctly. We like that the system is web-based - accessible from anywhere as long as you have internet access.,Web-based system which eliminates the need to purchase new software. System is accessible anywhere as long as there is internet access. Its features provide for good planning, budgeting, and forecasting. The ability to create customized reports is a very nice touch - we are able to share this across our organization.,8,The layout of the various reporting options could be displayed in a more user-friendlier way. It's a bit difficult to locate where to find the reports. I'm finding that the drill down feature from the monthly financials section is not as convenient as it should be. The exporting to Excel or PDF format is a bit off - it's time consuming to manipulate the excel to a regular paper size.,Adaptive provides for good forecasting based on revenue and expenditure. The ability to pull different month-end reporting is a great feature. The ability to share access across 11 offices statewide is very beneficial.,Improved data quality is just one of the many benefits since we've moved to Adaptive Insights. The ability to review the transactions at a moment's notice is advantageous as our organization has so many transactions on any given month.,7,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.The efficiency of AdaptiveIt is being used across our entire organization. We are using it both for forecasting purposes and actuals reporting purposes. We were previously using an in-house built financial system and the implementation of Adaptive has saved us time both in our monthly reporting process as well as our planning/quarterly forecasting process.,It allows us to provide up to date information to senior management with the click of a few buttons. It saves us time in our month-end close process as well as our budgeting/forecasting process. Its dashboarding allows us to create visuals and monthly KPI's to report to senior management.,9,We would like to see the functionality of dates being added to web reports. The month to month maintenance is sometimes cumbersome. This is more of a comment due to the fact that we are a construction company and our structure (jobs) changes on a monthly basis.,Month-end reporting has been reduced by two business days Budgeting and forecasting completed with much less - I would estimate an average of 2 days is saved each budgeting/forecasting cycle per main user.,We have experienced fast reporting cycles, as mentioned previously, we have shortened our close schedule by a day or two in terms of the time it takes to complete the work. We are able to access "live" data much faster than before. We also have created KPI's/dashboards to report to senior management in our monthly financial packet.,9,It has made the month-end process and budgeting cycles much more efficient which has allowed me to focus on other tasks/projects that my position exposes me to.,Great tool once you get the trainingIt is being predominantly used for financial reporting and trend analysis by the finance teams,It is very visually appealing As long as the hierarchy is built out right it's very efficient Security access is great,7,The user experience could be better. Its difficult to get up to speed. It could be more visually appealing Send report feature in the tool needs to be improved,We shrunk our FTE by 1 person We have shortened our management reporting output package Much more efficient,Yes we have trustworthy data from one source,5,I have much more time for decision making on the analysis instead of compiling the analysis,Adaptive InsightsAdaptive Suite is used by the whole organization, even though the data entry is centralized in one department. It is used to plan the budget of the current and following year and to analyze the information by the reports customized by us.,Reload with new info Import data Export data,10,Reports,Positive impact in deadlines,Yes, it has been a lot of improvement in the quality of the information.,8,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,,Yes,Product Features Product Usability Prior Experience with the Product,I would not change itTime SavingAdaptive was purchased to improve our current budget processes and make it more efficient. The software is being used by the Finance Department and key bBusiness users across the organization. Prior to Adaptive, the organization used complex Excel spreadsheets for over 90 departments. Adaptive has taken these complex spreadsheets and incorporated them into the set up and incorporates all of the standards and assumptions, so that the end user only has to input their information one time and everything flows through to the correct budget sheets for analysis.,Adaptive's reporting function is an excellent tool for analysis. It can be used for budget formulation through monthly reporting analysis. Adaptive makes it easy to get down to the most minute level of detail in order to quickly give analysis on the budget, through its modeled sheets, and cube sheets.,I don't see any weaknesses from the software, other than it not having the flexibility to make changes to other versions of budgets without affecting previous versions.,10,Allowed us to be more efficient with the budget process. No excel spreadsheets to consolidate and roll-up budgets.,,Sage Intacct,46,2,Budget Forecasting Budget Planning Budget Variance Reporting Currency Management,N/A,It's possible for us to look at our billable time. We just haven't made it there yet.,10,Yes,Product Features Product Usability,I don't think I would change a thing.,Third-party professional services,No,Change management was a major issue with the implementation,None that were quantifiable.,10,Online training Self-taught,9,No-Training is needed.,10,None that I can think of....,Some - we have done small customizations to the interface,None,No,8,No,I was having issues with some items that were change during a previous services agreement. Even though that service was closed, they helped me figure out the issue with the calculation error.,All sheets flow into the budget sheet. This allows for seamless roll-ups.,Formulas are somewhat confusing.,No,10,10,10,10,We have integrated our account system - Intacct,No-Not at this time.,File import/export,10,Work with the professionals at Adaptive to get it right!,10,9,Not Sure.,None at this time.,No,N/A,N/A,No,NoAdaptive Insights to the rescueWe have multiple units that need to be budgeted on an annual basis. Each of these entities is responsible for their own budgets using some assumptions driven by corporate. At the end of the process, it all has to be pulled together. Previously, using Excel, this was at least a full day process, with similar turnaround times every time something was changed at the base level. Now that process takes minutes.,It is one database, so there is no pulling together or consolidating of data It allows for structural changes to be made such that if a corporate decision is made that impacts everyone, or even a segment of the units, the change can easily be made in minutes At the end of the process, often times we will want to dig into the numbers, and possibly change some, based on how they all roll up. Previously, this was an Excel nightmare. Now it is instant and seamless. Discovery provides an "at your fingertips" display of every KPI that you can dream up, as well as trends, breakdowns, and projections that are driving or being driven by those indicators.,I would like to see the ability to completely turn off all calculations for a budget version, such that it is locked down, and would require an act of Congress to change a number. We have had a few cases where something was inadvertently changed AFTER the budget was finalized. The ability to back-up an entire budget would be helpful (see the comment above).,10,Budgeting timeline has been reduced significantly. We have achieved this through the ability to more efficiently update the model, as well as the instantaneous ability to roll the various units together during and after reviews. Month end reporting has been streamlines, such that we can now push out reports and graphs instantly, rather than having to run them individually, and then re-create graphs and charts,We have not begun to roll out the Dashboards yet, but look forward to doing so. Ad-hoc reporting and what-if analysis now happens as quickly as a request is put in, which often results in a more detailed review of the data prior to release. Reporting timelines have decreased, allowing us more time for quality reviews, and less time for package preparation.,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.,,8Adaptive a home run productAdaptive is being used for all our budgeting, forecasting, and board reporting. It is currently being used by just the finance department, but I have been at a previous organization where it was more widely used. Adaptive has really helped us make our monthly, quarterly, and board reporting much more accurate and efficient. Moving from Adaptive and out of Excel has really allowed us to get important information into the hands of our executive team much quicker.,The security settings are very easy to implement. I can easily give access to our analyst in Europe access to only their portion of the budget with just a single click. Being able to quickly spin up multiple versions of a plan make scenario planning very efficient. The reporting functionality is robust and can be done by the team.,The implementation process could be a little more straight forward,9,The ROI has been great. We were probably able to eliminate at least one future position which gives us about a 6X annual ROI,The ease of reporting is probably the biggest time saver for our department. The ability to streamline line reporting has been phenomenal. Our CEO will say it use to take the previous FP&A team 2 days to turn around a request of mine and now it takes you team 10 minutes.,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.,Anaplan,9Adaptive Planning is great! Very easy to use!It is being used across the whole organization. It helps gets everyone on the same page and see where we can spend money in the future.,Does active planning really well Efficient Ease of use,Better integration with Excel Formula builder Comparing versions,10,More efficient Time savings,,NetSuite,15,7,Planning budgeting reporting,headcount planning,revenue planning,9,No,Price Product Features Product Usability Product Reputation Vendor Reputation,Evaluate more products,Don't know,data integration netsuite integration,8,No,7,No,Whenever I need to refresh the sandbox they jump on it and have been great. They have also helped with our integrations.,budgeting formulas filters,multi-dimensions cube sheet,No,8CareStar recommends Adaptive Insights for reporting and dashboardsWe use it for financial statements, budgeting, forecasting, and other operational reporting. We also use the dashboard for both financial and operational data. It is used by our executives and all our department directors. It has greatly streamlined our budgeting, forecasting, and financial reporting processes. Additionally, the dashboard provides a means to communicate KPIs in an efficient manner.,Financial Reporting - financial statements are done instantaneously once the books are closed. There is no processing required. Recipients of the reports can obtain everything they need self-service. There is no distribution process required. Budgeting/forecasting - We converted our Excel process (which used 30 linked workbooks, 20 sheets each, and 50+ formulas each sheet, for a total of 30,000 formulas) to Adaptive. Now that the model is set up, new forecasts can be set up in minutes, rather than hours/days. The whole model is driver-based and easy to manage. It is much more intuitive for our directors, too. All they need to supply are updated drivers to run a new budget or forecast. Dashboard - We now have a company-wide mechanism for communicating KPIs, and both financial and non-financial data. Data can be presented both visually or in numeric formats.,10,The Adaptive Planning portion of the suite is very mature and has few short-comings. The biggest improvement I can think of is the ability for formulas to cross versions. The Adaptive Discovery (dashboard) portion of the suite is much less mature. There are many chart types not available that are in Excel. For example, I would like to have an X-Y scatter chart to use. Also, some of the dial (chart) types have very little formatting options (like pie charts). While the object of the web-based product is to eliminate paper printing, there are times when it is necessary to print financial statements. It would be nice to print directly to pdf with the ability to format the reports.,Cycle time for processing financial statements, budgets, and forecasts are greatly reduced. Visibility of company metrics and drivers has been increased across the company. The ease and ability to quickly create multiple forecasts using different scenarios is now available.,There has been a much greater focus on what drives the company profitability, and what it takes to improve those drivers. By focusing on those drivers, our executives and directors can take action that directly affect the bottom line, as opposed to simply "trying to cut costs" in a general sense.With Adaptive, we report on these same drivers that, not only make them more visible, but greater effort is made to improve their accuracy and to understand how they impact the business.All of this leads to more meaningful financial statements, reports, dashboards, and budgets. With Adaptive's distribution, this information can be disseminated very quickly.,9,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.,,Yes,Product Usability Product Reputation Third-party Reviews,We have been using it about two years now and everything is working as expected, and we are very happy with it. I would give it my highest recommendation. Given our success with the product, I have no regrets as to how we did the evaluation and selection process, and would not change anything. So much product and customer satisfaction information is available online now (such as this site), that it greatly streamlines the process. The "sales pitch" does not supply objective information, as they all say they have the best product. If I were in the market for another kind of product, I would do the search in the same way.Great resources, especially for new analystsAdaptive Insights is not used by the whole organization; I believe only the Finance and Accounting departments have access to it since those departments spend the most time in Adaptive Planning. We do have certain people from other departments use Adaptive Planning during budget season, but their use is limited.Adaptive Insights helps address broad finance, accounting, and budgeting related questions and serves as an informational resource in that way. My current job is my first time working in an FP&A (Financial Planning and Analysis) department, and the "FP&A Glossary" on Adaptive Insights is very helpful. It is full of terms you hear on a day-to-day basis and provides short definitions so someone can look up a term quickly and continue to perform their job responsibilities.,Adaptive Insights has so many good resources and easy filtering capabilities with active searching. When you go to a section of Adaptive Insights, you will see filters at the top of the page. As you change them, the contents of the page change to suit what you're looking for. This makes it easy to find the resources you need! As previously mentioned, the FP&A Glossary is a great feature due to its concise definition of many common terms in FP&A. I have not had much experience with the eBooks section of Adaptive Insights, but there are is a wide variety of topics to explore, such as rolling forecasts, and best practices for controllers.,7,On the Infographics page, I would love to see a thumbnail of the infographic before clicking on it. In general, I love that when you hover over a box, you get a more detailed description, but I would also love the ability to hover and then click to see a thumbnail before opening the full page. Similarly, I think the Videos page should have the length of each video somewhere on the squares. This would help people judge how much time they would need to watch each one all the way through, and be able to make an informed decision about how many they could watch in between meetings. There is no free text search bar.,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.,We use the Reports module in Adaptive Planning every week, if not every day. It's helpful to quickly refresh reports and allows others at our company to run self-service reports. This has been invaluable since it frees up FP&A so we can perform more analysis.The OfficeConnect for Excel Add-On has also been very helpful in providing quick on-the-fly reporting to others within the company. We have limited licenses for this since it is not as intuitive for a first-time user.,9,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.Ahead of the curve.We use Adaptive Insights for corporate budgeting, scenario planning and reporting financial information out to the business. Our FP&A group use Adaptive as the central database for financial planning internationally and are the main users of the system. Our stakeholders outside of finance also have a read-only view of the system. The key business problems we have addressed by using Adaptive are: - significantly improved budgeting and forecasting cycles (in terms of time and quality). - Improved transparency with the rest of the business.,Adaptive handles the concept of "versions" very well. This makes budgeting, forecasting, and scenario planning particularly easy. You can compare actuals vs budget, vs budget @ different rate, vs forecast or vs prior year all at the quick click of a button. Multi-user, multi-location, multi-currency handled with ease within the system. Adding or removing GL codes, levels or dimensions is really easy and is updated across the entire model. The reporting writing part of the solution is excellent. Once the data is in, you can report any parameter against any other.,10,For reforecasting (e.g. doing 3 + 9 or 6 + 6), it would be useful to do constant currency analysis for versions that are "hybrid" (i.e. contain actual and plan data). At the moment, the virtual version functionality only works properly for actual or plan only versions. We are a company going through a process of changing financial years and trying to plan over multiple financial periods of different lengths. I have found it very difficult to handle this in the system elegantly. It would be good if there were more "template" models for various common business scenarios (e.g. sets of standard modeled sheets available for personnel and fixed assets) or sets of standard cubes for revenue or projects.,Our budgeting and forecasting cycles are now faster, more accurate and can evolve dynamically throughout the process. This is especially important in our business which is experiencing rapid growth. Our ability to push out bespoke reporting to business owners has massively improved. For our most recent budget cycle, we were able to simply and quickly illustrate the impact of foreign exchange fluctuations to our board.,- Adaptive has allowed automated actual vs budget reports are now circulated throughout the budget owners of our organisation. This has freed up a lot of time for increased business partnering and analysis. - Variance analyses are now available at the click of a button and do not have to be manually prepared in Excel = time saving for improved insight and analysis. - Our board reports are now more useful to the KDMs of our business as they can be prepared with better data visualisation and faster. This enables us to spend more time on the "explaining" and "advising".,9,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.,Host Analytics Cloud EPM SuiteAdaptive review from a national nonprofitWe use Adaptive across the entire organization, which includes 5 major departments and 85 business units/chapters. We plan each year in Adaptive and track and manage expenses. We use Discovery to monitor KPIs. Before Adaptive, everything was in spreadsheets that had to be consolidated by hand. Before Adaptive generating the monthly reports for each unit took 1 week per month, or 3 months of the year. Now, all financial information is available instantly. Better access to information and KPIs has allowed us to lower our expenses and increase revenue. All the grumbling about budget season has stopped and I'm actually hearing people say that they "love Adaptive.",Discovery - monitoring KPIs. The new Discovery interface is the easiest dashboard I've ever used. I can have a new report on a Dashboard in under a minute. Reporting - the click and drag graphical user interface makes it easy to design reports to answer almost any financial question. It also makes it easy to adapt a single report for 100 different users. Planning - having multiple versions and multiple levels allows us to compare, contrast, monitor and manage with ease.,9,The in-house consultants who originally set up Adaptive were poor listeners - and as a result built a model that didn't work for my organization. I had to hire an outside consulting firm with more experience with nonprofits to redo my model. I lost about 1 year of usefulness as a result. Mastering attributes for reporting takes time. The system can do many things, but not without lots of time and effort. I ended up hiring a consultant to build initial reports I needed. I'm comfortable enough now to edit and update, but still have some hesitancy building new reports. One difficulty I have is not knowing the impact a single change, such as the name of a field, can have on everything else associated with that named field or dimension or attribute. It would be nice to have a map showing the links between everything.,We've completely eliminated Excel in the budget cycle. I no longer have to consolidate 90 spreadsheets to get the organizational budget. Last minute changes are saved in Adaptive. With the audit feature, I can know who made what change and whether or not it was approved at the top level. KPI dashboards have lowered expenses as users have real-time information on their expense ratio for major events. We've been able to lower costs, increase gross revenue and net revenue all at the same time.,We already had real-time reports from our cloud-based accounting system, but their reporting system doesn't have the flexibility the Adaptive has, which is the major reason I purchased Adaptive. Complaints about our reports have stopped. I now get compliments on how easy and useful Adaptive is. I have 85 business units and 5 major departments that all have real-time access to budget to actual reports, group and personal dashboards. Another feature we've been able to incorporate is actual P&L by business unit with a moving balance. Our accounting system didn't allow us to incorporate a non-financial number (beginning unit balance) into the accounting system. We could use it in a report, which ended up being a bit clunky. With Adaptive, we imported the beginning balance and now it calculates the P&L in every report. No more questioning the validity of the numbers. Everyone can see all the inputs and outputs and its impact on the bottom line.,8,Moving to Adaptive's real time reporting has freed up 1 week per month that we used to spend preparing 85 unit P&L reports. That's 3 months of time per year freed up to spend on more strategic issues.,Adapting to the constantly changing start-up's needsWe use Adaptive Insights across all departments for budgeting purposes. On a monthly and sometimes daily basis, we use Adaptive for reporting purposes within our department, across other departments, and for external reporting purposes. We also use Adaptive within our department for forecasting. Adaptive allows us to make changes and communicate results of those changes quickly to employees, board members and investors.,Adaptive allows for more detailed budgeting. Adaptive allows managers to have more control over and take ownership of their budgets. Adaptive integrates fairly easily to most ERP and CRM systems. Through integration and the use of Office Connect, monthly and ad hoc reporting is quick and almost painless.,10,Users need more visibility for external reporting. If this already exists, then I would suggest more training or webcasts that cover this topic. On the sales side of things, I would suggest ensuring that your NEW users are aware of the amount of training involved in learning to be an ADMIN for Adaptive Insights. Users need to be able to move beyond the implementation to active use. Yes, Adaptive makes things easy, but only if you know how to write the formulas and set things up correctly to run in the background. Hands-on training is a must! Our implementation was 3 years ago, though, so maybe things have improved somewhat since then. More problem/solution-specific forums for users to interact with each other and find new and better ways of handling unique issues. Since Adaptive is so flexible, it often takes bouncing ideas off others to figure out the best way to plan for certain types of revenue or expenses.,The most positive impact has been on time. While it took some time to get things set up correctly, once we did, we were able to report results very quickly. The budgeting process has gone much more quickly. What-if scenarios are a little trickier. There are multiple ways you can do it. We have chosen to use assumptions for percentages and then copy the original version to a "what-if" version and change the assumption it is pointing to. However, this is a bit clunky. Month-end reporting is getting faster and faster the more we automate through Adaptive.,Adaptive allows you to be very precise. Accuracy is good but is still very dependent upon the information you put in. The more you automate things, the better. Accuracy is lost when overrides or manual inputs are used. Adaptive definitely helps with faster reporting and analysis. Ad hoc reporting is where we have seen the fastest and most beneficial results.,8,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.,Microsoft Office 2016Highly Recommend Adaptive.We use it as our main budget/forecasting model within the FP&A team and executives have read-only access to pull up monthly financial results for their respective departments. It helps us more reliably budget and forecast, eliminating the need for a large Excel model, which is prone to user error and can get difficult to maintain as it gets bigger and more robust. It also allows us to perform quick forecast changes or sensitivity analysis, usually only requiring a change in an assumption or input. This becomes very useful during quarter end reporting where changes are required at the last minute.,Very customizable. You can set up your financial model any way you'd like based on what works best for your company. Set up is also easy to get a handle on. We had hands-on training for 3 days and were able to start building out our models on our own with minimal help afterward. Reports and dashboards are extremely easy to use and build on your own. Recent updates to the dashboard/discovery pack allow users to easily drag and drop items to build interactive dashboards that execs find easy to understand. Extremely easy to maintain the model. Once you have set up your model, its very easy to manage on an ongoing basis, leaving more time for analysis rather than administrative work.,10,When we purchased the software, there was no template model for SaaS companies. Given Adaptive itself is a SaaS company, we had hoped that we would receive a template that would have saved us some time upfront in building our models. And we probably would have to build some out differently. But I understand this may be an option for new customers. Some basic functionality like YTD calculations are not built into the formula functionality. You have to manually build this into the formula yourself. But it is an easy fix. It just would be nice to have that, as most companies would be interested in a YTD calc. Being able to format reports/dashboards a bit better with +/- variance differentiators,Significantly decreased our budget cycle time. Fewer hours dedicated to running multiple excel scenarios for the budget season and more time spent assessing the overall assumptions/inputs. Reduced our month-end reporting cycle to 2 days with forecasting ready.,Faster reporting cycles for sure. We are able to make last minute forecast changes on a whim with little effort, compared to hours needed in Excel. Templates are all set up with results available with a click of a button.,10,More time for strategic analysis. Less time spent formatting and checking numbers.,Adaptive Changed our way of looking at FP&AMiles uses Adaptive as the standard system for all financial and budgeting/forecasting data. It is used at the executive level down to the project managers. It is the system that we use to evaluate and compare business units and their respective financial impact to the company.,Forecasting and Budgeting. We went from Quarterly forecasting to Monthly. Ease of use. Adoption was very from users that are familiar with Excel. Reporting and Variance Analysis. Dashboarding and KPIs,10,Reporting. Could use a little more functionality, Pivot tables are an example. And Formatting of Reporting. Although, they do offer Office Connect which we use to circumvent these shortfalls. Versioning levels. It would be much easier if we could activate or deactivate a level within a version. Right now a level is global. Formulas have a quick way to see where a formula is applied and be able to add or change it across all instances. They have a way of doing this but it is a little time-consuming.,We [started with] one annual budget and 4 quarterly forecasts. After implementation, we are now a monthly forecast and rolling budget. The business managers take ownership of the data. Prior to Adaptive, there were always excuses for why the data was incorrect or it was not their fault. Now they own their data and are held responsible for it. Managers now take ownership and the accuracy has improved dramatically. The role of our FP&A team has gone from a supportive or IT role to a team member. The FP&A team now helps the business managers make informed and effective decisions and are not just the keeper of an Excel file.,We now have a place where executives down to project managers can go to get real-time progress reporting. Our board reporting is automated through Office Connect. And the Waterfall Reports in Discovery are the best I have seen, and also super easy to create.,10,My role has changed from what felt like an IT support role to a contributing member. I now do what FP&A managers should do, help business managers make educated and sound decisions that benefit the organization.,ExcelUser-Friendly PlanningWe use Adaptive Planning to support our customers and farm credit associations, in their annual business planning. It allows for rolling forecasting, while also re-addressing budgeting every planning season.,With built-in and developed assumptions, it produces a very efficient beginning point for planning. It takes out most of the leg work of analysis on a line by line, and level by level basis. Producing reports from the budget sheets is quick and effective, literally at the click of a button. Also, developing reports is fairly straight forward and easy to create. Integration of data is well connected throughout Adaptive Planning.,9,It may just be how our model is constructed, but I've had feedback that our customers would like to be able to plan using an average interest rate function, rather than by product. Would love chart integration in the sheets, to see trend analysis better.,Our customers like using Adaptive Planning. Being in my first year with the company I work for, bringing my background in financial planning, whereas my predecessor had more of an IT logistical background, I believe that our customers have increased their appreciation in the model, particularly having someone support it that understands financial planning & analysis. I believe that Adaptive Planning is efficient and user-friendly, compared to other systems that I have used, and I have enjoyed increasing my knowledge of the system. Setting up and implementing Adaptive Planning has definitely been an investment, and I have worked diligently to ensure that our customers are using it to their full advantage to justify the cost.,Adaptive Planning's model features makes rolling forecasting incredibly easy and fast. I am working to implement reporting outputs that would include more variance analysis.,9,During planning season, I am able to financially plan faster and more effectively so that I can spend more time reviewing model outputs for reasonability and stress analysis.Acquire Adaptive!In my organization, Adaptive Insights is used by managers only and some other workers at the second level. The only issue we currently have is that the data is uploaded manually, therefore, the other users don’t have the information updated real time.,User-friendly It empowers users to work on their own It makes it easy to view and create online reports The option of a template is very important for the personalization of reports,10,None,This tool has helped the budgeting process making it efficient and effective for all users It has helped us to count on fast reports that allow us to make a fast analysis,Adaptive allows us to have accurate data. Creating reports and dashboard is easier and faster.,10,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.Adaptive Insight offers reporting flexibilityIt's currently used by finance department for reporting purposes. Adaptive captures the data in multiple accounts and dimensions. It provides transparency in presenting the actuals/budget/forecast figures to the relevant business unit. It enables the user to identify an anomaly and drill down to the lower level dimension to investigate the root cause. It is also being used as a budget and forecasting tool with several versions across all business unit cost centres.,Adaptive is easy to use. It enables direct manual input to the spreadsheet and also direct file upload for bulk input. It also has multiple accounts, version, level, and dimensions which give more flexibility to the user in customizing the reporting layout. It adapts to the current business needs which requires multiple various lookout angle of to the data presentation. There are various online trainings provided to get an insight and knowledge on how Adaptive works, and the support team has also been very helpful. They are always ready and attend to my query for all of the problems which I encountered in using Adaptive. I use Office Connect for Excel and it has performed tremendously well. Once the formula is set up in the Excel file which is linked to Adaptive, I am able to just do a quick change to the criteria and refresh my monthly reporting file, and the file is ready! As simple as that. It saves me a great deal of time and enables me to perform my reporting process efficiently.,10,There are many things that can be improved in cube sheet. Here and below are the examples : There is no tools to direct upload accounts GL data to cube sheet. It's currently available for standard sheet but not for cube sheet an it has to be created manually one by one. The numbers in cube sheet cannot be linked to standard sheet by formula or vice versa. Currently there's no connection between office connect and adaptive website report. Love to see any improvement in this area for example : office connect file can be saved as a one of the report in Adaptive website and vice versa. It's stand alone at the moment and there's no flexibility around it as the user have to stick either way in office connect or Adaptive website report once they create it.,It provides great efficiency in budget and forecast exercise, as well as month end reporting.,Adaptive captures data in lower level and various multiple variables such as accounts, dimensions, level, time, scenario, which provides greater transparency and enables user to identify the anomaly. It improves the data quality and accuracy and also enables faster reporting cycle.,8,It provides efficiency to my reporting turnover time, which I can spend more time in analysis and relevant stakeholders engagement.Adaptive Insights - a real gem!Adaptive Insights (AI) is being used for budgeting and forecasting and for financial reporting. It is used across the organization. The budgeting/forecasting solution is used primarily by the treasury team and the financial reporting solution is used by the accounting team, however, all departments are encouraged to use AI to view current expectations and to see budget and actual details.,Provides boundary controls on the budget process to avoid formula errors experienced in Excel Has audit trail to track who made which input Provides significant history (currently 6 years) with fast processing time. Has flexible reporting capabilities.,10,The time filter can't be set as a default so when you navigate through various sheets looking at one particular period you often have to adjust the time filter from the one previous used on any given sheet. GL account order can not be easily modified (e.g. to get to numerical order after adding a new account) and in some cases is impossible. Training can be expensive.,Has increased the accuracy an timeliness of the budget. Has reduced the amount of staff time required to prepare the financial statements for the Board package. Has increased the timeliness and accuracy of the forecasting process and reduced the amount of effort required.,Analysis has been automated to greatly reduce the amount time required to prepare and has improved accuracy.,9,Yes, I can spend more time on actual planning rather than on data collection and manipulation.,Profitstars Budget ManagerAdaptive for all analystsWe use Adaptive as out primary forecasting tool for all SG&A. We are currently implementing Revenue and COGS.,Adaptive has great, knowledgeable and responsive support consultants. Adaptive along with the report tool OfficeConnect is very user-friendly and allows you to forecast and report easily. Our company has constant GL/Dept/Product structure changes but making those adjustments in Adaptive is easy.,9,Being able to have a consolidated view of all split level detail regardless department or account. Automatic GL/Department/Product structure updates from Oracle. Giving the businesses the ability to model scenarios without having an admin to create a separate version.,We went from having to maintain 40 different spreadsheets to having a consolidated model. Updating various assumptions in a matter of minutes instead of days has been invaluable. Reforecasts for the business have been so much easier not only on the finance team but also the business leads.,No, but I'd be interested in getting demos of useful dashboards and what-if analysis on the fly!,8,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.,Basic ReviewEvery department in the organization uses Adaptive Insights. Most of the users do budgeting and reviewing of actuals in Adaptive. It allows us to transmit the financials to each specific person without having to send individualized monthly reports.,Reporting Budgeting,8,I think learning how to build the reports is the drawback. I currently don't do that for myself.,I think Adaptive has had a positive impact on our organization's budgeting process Adaptive has helped during the financial review process because more users are getting the data faster and going through their numbers quicker.,Adaptive is a total upgrade over our previous reporting methods. It is more accurate, faster, and allows the users to get the data when they need instead of having to request the data being sent via email.,8,It allowed me to cut our review time down by 1/3.
Adaptive Insights, a Workday company
218 Ratings
Score 8.6 out of 101
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Adaptive Insights, a Workday company Reviews

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Adaptive Insights, a Workday company
218 Ratings
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Score 8.6 out of 101
TrustRadius Top Rated for 2019
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Brad MacDonald profile photo
May 28, 2019

Adaptive Insights, a Workday company Review: "Outsanding Solution!"

Score 10 out of 10
Vetted Review
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From an Administrator's standpoint, it is as intuitive as you can get. The ability to create versions and scenarios is without equal.
From a (non-finance) users perspective, many have expressed to me their appreciation for a powerful system that is very easy to understand and use.
Read Brad MacDonald's full review
Ben Balch profile photo
April 19, 2019

Adaptive Insights, a Workday company Review: "Adaptive Insights -- a great solution for planning"

Score 10 out of 10
Vetted Review
Verified User
Review Source


Adaptive Insights is easy to use and easy for end users to adopt. We use Adaptive Insights for expense planning, forecasting, and scenario planning. We are a small organization and have several non-technical people that have been able to adopt the system. The product is very similar to a spreadsheet, so anyone with a basic working knowledge of how to enter numbers in a spreadsheet could be trained to use Adaptive Insights.

If your planning is more complex, you'll need someone with the appropriate level of technical skills to help facilitate that level of planning.
Read Ben Balch's full review
Gary Grzesiak profile photo
September 27, 2018

Adaptive Insights, a Workday company Review: "Adaptive is very insightful!"

Score 9 out of 10
Vetted Review
Verified User
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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.
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Steve Paul, CPA profile photo
September 20, 2018

Adaptive Insights, a Workday company Review: "The efficiency of Adaptive"

Score 9 out of 10
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Verified User
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The software is easy to maintain for a person with a non-IT background. I love the fact that I don't have to call our internal IT team every time there is a problem within the system. I have the knowledge and confidence to fix the problem myself. I also find it easy to develop reports, ad-hoc analysis within Adaptive.
Read Steve Paul, CPA's full review
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November 14, 2018

Adaptive Insights, a Workday company Review: "Adaptive Insights to the rescue"

Score 10 out of 10
Vetted Review
Verified User
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For a standard user, the product is very easy to follow. From an implementation or administrative perspective, due to the products flexibility, it is, or at least can be, very complicated to set up. Thankfully, the support staff that is available to assist (or to actually do the work) is top shelf.
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Jack Kersjes profile photo
May 11, 2018

Adaptive Insights, a Workday company Review: "CareStar recommends Adaptive Insights for reporting and dashboards"

Score 10 out of 10
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Verified User
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My rating of 9 is really a composite of two ratings. For the users, I would give it a 10. But for administrators, I would give it more of an 8. That is because there is definitely a learning curve for the admins. It has a fair level of complexity (which is necessary), especially in the formulas and certain types of sheets. It is a product worth mastering, but it does take time to learn.
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Samantha Monastra profile photo
March 23, 2018

Adaptive Insights, a Workday company Review: "Great resources, especially for new analysts"

Score 7 out of 10
Vetted Review
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The Adaptive Suite is well-rounded. We love the add-on OfficeConnect because it allows us to quickly pull data from Adaptive in a report format. Once you set up the OfficeConnect, it's as easy as pushing a button to re-run. This has been especially helpful for month-end reporting and reconciling data in the Budget.
Read Samantha Monastra's full review
Andy Clifton profile photo
March 23, 2018

Adaptive Insights, a Workday company Review: "Ahead of the curve."

Score 10 out of 10
Vetted Review
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I think that it is very intuitive and once you get to know the system it is very user-friendly.

The reporting module is especially impressive with the drag and drop reporting - our business really loves this.

The system looks modern and "smart" and I never hesitate to show it off to stakeholders across the business.

Some of the "back end" formula set up can sometimes involve lots of heavy lifting as a power user.
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Meghan Gardiner, CPA, CA profile photo
January 19, 2018

Adaptive Insights, a Workday company Review: "Highly Recommend Adaptive."

Score 10 out of 10
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Fairly easy to get trained on the system and how to build models. Within 3 days of hands-on training, we build out robust capacity models on our own. Reports and dashboards are drag and drop to create.
Read Meghan Gardiner, CPA, CA's full review
Doug Schrock profile photo
March 20, 2018

Adaptive Insights, a Workday company Review: "Adaptive Insights - a real gem!"

Score 10 out of 10
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Verified User
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On one hand the system is intuitive, runs at a fast processing speed and well organized.

On the other hand there are several functionalities (mentioned previously) that hinder smooth navigation and proper organization.

Read Doug Schrock's full review

Feature Scorecard Summary

Pixel Perfect reports (1)
Customizable dashboards (1)
Report Formatting Templates (1)
Drill-down analysis (1)
Formatting capabilities (1)
Integration with R or other statistical packages (1)
Report sharing and collaboration (1)
Publish to PDF (1)
Report Versioning (1)
Report Delivery Scheduling (1)
Pre-built visualization formats (heatmaps, scatter plots etc.) (1)
Location Analytics / Geographic Visualization (1)
Predictive Analytics (1)
Multi-User Support (named login) (1)
Role-Based Security Model (1)
Multiple Access Permission Levels (Create, Read, Delete) (1)
Responsive Design for Web Access (1)
Dedicated iOS Application (1)
Dedicated Android Application (1)
Dashboard / Report / Visualization Interactivity on Mobile (1)
Long-term financial planning (116)
Financial budgeting (124)
Forecasting (120)
Scenario modeling (115)
Management reporting (123)
Financial data consolidation (71)
Journal entries and reports (43)
Multi-currency management (51)
Intercompany Eliminations (37)
Minority Ownership (17)
Local and consolidated reporting (61)
Detailed Audit Trails (78)
Financial Statement Reporting (100)
Management Reporting (111)
Excel-based Reporting (111)
Automated board and financial reporting (98)
XBRL support for regulatory filing (12)
Personalized dashboards (75)
Color-coded scorecards (62)
KPIs (72)
Cost and profitability analysis (78)
Key Performance Indicator setting (64)
Benchmarking with external data (45)
Flat file integration (80)
Excel data integration (102)
Direct links to 3rd-party data sources (75)

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, 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


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

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

Adaptive Insights, a Workday company Support Options

 Free VersionPaid Version
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