Adaptive Insights, a Workday company Reviews

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Score 8.6 out of 101

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Reviews (1-25 of 76)

Brad MacDonald profile photo
Score 10 out of 10
Vetted Review
Verified User
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Usability

10
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
Score 10 out of 10
Vetted Review
Verified User
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Usability

9
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
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November 16, 2018

Time Saving

Score 10 out of 10
Vetted Review
Verified User
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Usability

10
Overall, I believe the usability is excellent. I have no real complaints about the system.
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No photo available
Score 10 out of 10
Vetted Review
Verified User
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Usability

8
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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Gary Grzesiak profile photo
Score 9 out of 10
Vetted Review
Verified User
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Usability

9
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.
Read Gary Grzesiak's full review
Steve Paul, CPA profile photo
September 20, 2018

The efficiency of Adaptive

Score 9 out of 10
Vetted Review
Verified User
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Usability

9
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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September 27, 2018

Adaptive a home run product

Score 9 out of 10
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Usability

9
I've only had positive experiences with Adaptive at the two company's I have used the product at. The ease of use is very impressive and has saved me and our team alot of wasted time.
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Jack Kersjes profile photo
Score 10 out of 10
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Usability

9
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.
Read Jack Kersjes's full review
Samantha Monastra profile photo
Score 7 out of 10
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Usability

9
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

Ahead of the curve.

Score 10 out of 10
Vetted Review
Verified User
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Usability

9
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.
Read Andy Clifton's full review
Martin Davila profile photo
March 21, 2018

Acquire Adaptive!

Score 10 out of 10
Vetted Review
Verified User
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Usability

10
Adaptive is very easy to use mainly because the instructions are easy to understand and the videos, images, and examples are very helpful.
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Doug Schrock profile photo
Score 10 out of 10
Vetted Review
Verified User
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Usability

9

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
Ernie Leonard profile photo
March 18, 2018

Basic Review

Score 8 out of 10
Vetted Review
Verified User
Review Source

Usability

8
I think building some of the HTML reports can be confusing. Maybe this is because I haven't done one for myself or maybe because I haven't been trained on it.
Read Ernie Leonard'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 (116)
8.3
Financial budgeting (124)
8.7
Forecasting (120)
8.9
Scenario modeling (115)
6.7
Management reporting (123)
8.4
Financial data consolidation (71)
8.0
Journal entries and reports (43)
5.9
Multi-currency management (51)
7.2
Intercompany Eliminations (37)
7.6
Minority Ownership (17)
7.2
Local and consolidated reporting (61)
8.1
Detailed Audit Trails (78)
8.5
Financial Statement Reporting (100)
8.8
Management Reporting (111)
8.5
Excel-based Reporting (111)
6.9
Automated board and financial reporting (98)
7.5
XBRL support for regulatory filing (12)
6.4
Personalized dashboards (75)
7.5
Color-coded scorecards (62)
6.4
KPIs (72)
7.2
Cost and profitability analysis (78)
8.2
Key Performance Indicator setting (64)
8.1
Benchmarking with external data (45)
5.8
Flat file integration (80)
7.9
Excel data integration (102)
8.1
Direct links to 3rd-party data sources (75)
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