Adaptive Insights, a Workday company Reviews

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Score 8.5 out of 100

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Reviews (26-50 of 78)

Ernie Leonard profile photo
March 18, 2018

Basic Review

Score 8 out of 10
Vetted Review
Verified User
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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.
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Chip Auscavitch profile photo
Score 9 out of 10
Vetted Review
Verified User
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Usability

8
It's far easier than any other system I've used, but just like any system, there's a learning curve, and a lot to know and remember. Every Adaptive suite is customized to the organization, so you really need a lot of documentation to avoid issues when there's staff turnover.
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Zach Miles profile photo
January 30, 2018

Adaptive Admin Review

Score 9 out of 10
Vetted Review
Verified User
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Usability

8
Speaking on behalf of my company, it seems that most of our users found Adaptive easy to adopt as a new planning tool. However, most users haven't fully embraced Adaptive to make their lives easier. Personally, I would rate Adaptive 9 out of 10 because it has made my life easier. From an administration point of view, this is primarily due to less IT involvement and more standardization across all business units.
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No photo available
Score 10 out of 10
Vetted Review
Verified User
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Usability

9
Adaptive was very quick and easy to implement. Was also quick and easy to train up the users. Since initial implementation, we have deployed considerably more of the software's functionality ourselves without difficulty.
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Score 8 out of 10
Vetted Review
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Usability

8
A lot of things are logical in use and at a click of the button. The more you build it out the more you have to be careful it is not information overload too. Coming from the finance group I have access to everything and it can look like a lot. But this is user defined and many users only see what they need which is helpful.
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No photo available
Score 8 out of 10
Vetted Review
Verified User
Review Source

Usability

7
If you are proficient in Excel modeling then it is not too difficult to use. There are probably ways to create more shortcuts to see frequently used views. I did not need any extensive training to learn how to navigate the program.
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No photo available
Score 8 out of 10
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Usability

8
The user interface is simple but effective, and the organisational structure can be easily modified to reflect changes to the divisional hierarchy within the company. Most of the entry of data, which is largely what non-administrative users are doing on the system, is no more complicated than simply entering into cells in Excel so very little ongoing training and support has to be given to users.
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No photo available
Score 10 out of 10
Vetted Review
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Usability

7
There are some things that could be done to make it easier. For example, if I want to pull an expense from a new sheet, I have to create a formula on all levels under that expense account.
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Score 9 out of 10
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Usability

7
I think that the budgeting side is easy and nobody in the company had any issues with entering in budgets or being able to find their budget after the fact or their actuals. The issue I have is it isn't not as easy to create reports and custom accounts for very specific charts and reports.
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No photo available
Score 8 out of 10
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Usability

9
This is one of the best features of Adaptive- if not the best.
It's very easy to use and simple to understand (speaking as a user- it's maybe a bit harder for people with admin rights).
You can learn it yourself using the instructions online.
Or you can teach people in other countries using skype (voice only and sharing screens)- as I have.
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No photo available
Score 9 out of 10
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Usability

10
Adaptive Insights is really easy to use, and the program is very intuitive. It's easy even for people who aren't experienced with Excel.
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Jennifer Summitt profile photo
Score 9 out of 10
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Usability

9
Adaptive Planning is intuitive and it's easy to train our users since the database looks a lot like an excel spreadsheet. I've been an Admin for five years and it's easy to maintain the system (setting up users, adding new accounts/cost centers, adding new mappings, controlling access, etc.). The consultants at Adaptive Suite are very accessible and we've engaged them on numerous occasions. For instance, we used consultants to assist with implementing structural changes to our organization (we added legal entities) and with modeling corporate allocations when new allocation functionality became available.
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Bryan Schmidt profile photo
Score 9 out of 10
Vetted Review
Verified User
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Usability

9
Adaptive operates like Excel and most business managers know Excel. Most of the effort and lift reside with the managers. There is more of a technical expertise required for maintenance, dash-boarding and report writing. But, the admin staff are fewer and can be staffed by subject matter experts.
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Justin Wade profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source

Usability

8
There is a learning curve to using Adaptive but it is easily overcome with regular use. Once a user is comfortable with the tool it is easy to navigate and faster than moving between and maintaining multiple files as was required before Adaptive was implemented.
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Mikel Christopherson profile photo
October 20, 2017

Adaptive works for us.

Score 10 out of 10
Vetted Review
Verified User
Review Source

Usability

7
Adaptive is very easy to use but can grow into a complex and intimidating system. It was very easy to build multiple models to meet varying needs, but this led to the system getting too complex. With the multiple models, we needed to have multiple different instructions and training. We have found ourselves needing to eliminate some of the models created at the initial implementation. In a sense it was too user friendly as we tried to make it all things for everyone.
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Scott Clapton profile photo
January 18, 2018

Great tool

Score 10 out of 10
Vetted Review
Verified User
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Usability

9
  • In the cloud, requires no software updates.
  • Interface is very similar to Excel, so very familiar.
  • Discovery dials are easy to design and easy to understand.
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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 (128)
8.1
Financial budgeting (138)
8.8
Forecasting (133)
9.0
Scenario modeling (128)
7.2
Management reporting (137)
8.7
Financial data consolidation (80)
8.4
Journal entries and reports (47)
6.1
Multi-currency management (58)
7.2
Intercompany Eliminations (41)
7.8
Minority Ownership (19)
7.6
Local and consolidated reporting (69)
8.4
Detailed Audit Trails (87)
8.5
Financial Statement Reporting (113)
8.7
Management Reporting (125)
8.5
Excel-based Reporting (124)
7.4
Automated board and financial reporting (108)
7.6
XBRL support for regulatory filing (16)
7.3
Personalized dashboards (85)
7.4
Color-coded scorecards (67)
6.5
KPIs (79)
7.4
Cost and profitability analysis (86)
8.2
Key Performance Indicator setting (70)
7.9
Benchmarking with external data (48)
5.6
Flat file integration (89)
8.2
Excel data integration (113)
8.3
Direct links to 3rd-party data sources (83)
8.3

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