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. 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,NoDrive Better Enterprise Performance Management with Adaptive InsightsEnterprise Performance Management We use Adaptive to drive planning, budgeting, forecasting and financial reporting for ABM Systems. We also use it to enable our clients to drive better corporate performance. Our clients range from SME to large enterprise.across commerce, industry and government. Adaptive helps us develop better business plans integrating with our ERP, CRM and other systems from revenue and cost of sales forecasting to remuneration plans and expense budgeting. Adaptive allows us to build plans collaboratively, consolidating plans and actuals in real time, and to generate better quality reports, more efficiently.,Adaptive is methodology agnostic. As strategic imperatives change from growth to operational efficiency users can change their planning approach from driver based, top down planning to bottom up, zero based or just build on prior periods with rolling forecasts and more. Adaptive is collaborative and enterprise class. Enterprises can engage all users to work together in real time to build more effective plans where ones outputs are drivers to others. Yet all have visibility over where the numbers originate with drill through and drill to transaction for explaining when plans are not achieved. And all can see who changed what, when with an audit trail. Adaptive reporting is fabulous.The quality of Adaptive reports is fantastic. Adaptive Reporting empowers users to streamline board quality report pack production and other reporting needs. Users can self serve for reporting. Users can annotate reports. Reporting integrates with MS Office, PDF and other applications.,Adaptive Discovery dashboards are nice but they are not a Business Intelligence solution.The dashboards provide users with very attractive dashboards and charts but they only enable cube based hierarchical drill. They do not enable robust, sophisticated, multi-dimensional analytics the way modern BI tools do. Budget Adjustments - Adaptive Consolidation provides great functionality for entering journals. It would be nice to have this sort of capability available for processing budget adjustments especially for the public sector. Email Alerts - Whilst some email alerts are enabled it would be nice if more types were added like out of tolerance alerts,9,IBM Cognos TM1,Oracle Hyperion Enterprise Performance Management,SAP BPM,BOARD,arcplan,Anaplan,Host Analytics Cloud EPM Suite,Infor EPM,SAS Financial Intelligence,Oracle BPM Suite,Calumo,Corporate Planning,Host Analytics,Longview,Business Objects SRC,Bitam,Microsoft Excel,15,8,Implemented in-house Professional services company,Yes,Change management was a small part of the implementation and was well-handled,The only real challenge we have experienced has been when a third party services firm has been involved in the implementation and there intent is really to over complicate the implementation and to maximise their own fee opportunities.,9,No,9,Yes,Adaptive Insights has provided outstanding support to ABM Systems and to our many Adaptive Insights clients for over six years. Examples of these range from method assistance requests, through to unexpected outcome investigation and formulae rectification, to model and sheet structure enhancement suggestions to better optimise solution response times when data volumes are exceedingly high. Adaptive Insights has also been very receptive to our clients and our own product enhancement suggestions, incorporating many improvements that all users now benefit from.,9,9Adaptive Insights user reviewSolomonEdwards Enterprise Performance Management consulting solutions help clients select and implement cloud based finance solutions that are economical, easy to use and rapidly deployable. Adaptive Insights is used by over 20 clients across multiple industries and sizes. The primary business problem addressed is to allow collaboration of many departments in the budgeting process.,Great User Interface .....Easy for non-accounting people to use. Reporting - The reporting is primarily drag and drop with various attributes to allow for multiple views of data with the same template. Analysis - The addition of Adaptive Discovery add to the abiliity to analyze financial and operational data. Integration - Adaptive Planning integration includes GL balances, transaction detail and non GL sources such as Salesforce and Payroll data,The consolidation module works well but will need to handle more complexity at the enterprise level. The process and workflow modules continue to develop. The integration modules continue to add more operations source data.,10,Adaptive Insights has saved time in the planning process in excess of 100% freeing time up to address other business critical issues. The accuracy of planning data is vastly improved. One version of the truth...not multiple spreadsheets with different versions of data.,IBM Cognos,Host Analytics,Oracle Hyperion Enterprise Performance Management,10,Professional services company,10,10,10Adaptive InsightsWe were tasked to automate our budget and planning process. A cross functional group decided on Adaptive and we use it for our budget forecasting and reporting throughout our company. Adaptive has exceeded our expectations and continues to meet our requirements.,Ease of implementation Ease of use Easily maintained Cutting edge Improves accuracy and timeliness of the planning process,We are happy with our selection,10,We achieved our planned ROI Continues to add value to our organization We continue to improve our use of the software features,SAP,ADP eTime,55,5,Budget Forecasting Reporting Strategic Planning,Uploading bill of materials Automating our processes Automating our reporting,We have expanded our use of Adaptive every year Adding instances Adding functionality,10,No,Price Product Features Product Usability Analyst Reports,No we would still choose Adaptive and would not change anything. We did our due diligence reviewing various third party providers along with in house solutions and improving our existing budget and planning process. When the dust settled we decided on Adaptive and are very satisfied with our decision.,Professional services company,No,Change management was minimal,System response Unfamiliar with manufacturing Our business requirements,9,Self-taught,This depends on the level of talent in the finance organization. We are a small group of experienced analysts with higher than average computer skills, so this approach was really effective for us. Adaptive is very intuitive and easy to learn and implement. Recommending this requires knowledge of the staff and implementation group.,10,No - we have not done any customization to the interface,Yes - we have added extensive custom code,Yes,9,Yes,When we were implementing we experienced slow system response and Adaptive got the engineers involved and resolved our issues at their expense. Their commitment during our implementation exceeded our expectations. They didn't sell us prior to our purchase, they sold us during the implementation and many times afterwards when we looked to improve our model.,Reporting Sheet design Workflow,Until you learn it formulas can a little difficult,Yes,10,10,10,9,File import/export,10,10,10,Yes,No,NoWorking with Adaptive Insights is a breezeAdaptive Insights is being used by my company as a budgeting tool to consolidate budgets from 100+ BUs that was not possible within Excel. It is being used by the whole company.,Consolidate departmental budgets in a matter of seconds. Maintain version control. Control user access to different BUs and budgeting sheets.,My biggest pet peeve is that formula setup is a challenge. It would be ideal if formulas can be uploaded to the system rather than manually set up for all 100s accounts.,7,Increased efficiency in consolidating budgets, version controls, and user controls,,9,9,9,10Adaptive Insights Works!I've recommended and implemented Adaptive Insights for over 20 clients since 2006 to address their need of a comprehensive performance management solution or are upgrading from Excel to address planning, consolidation and reporting needs. Adaptive's solution flexibility, comprehensiveness and commitment to service excellence are just a few of the reasons I'm very happy with the product.,Flexibility - can address many different types of business problems. Haven't found a business model that can't be replicated or improved using Adaptive. Comprehensiveness - includes off the shelf functionality to handle varying requirements but also has integrated solutions for BI, consolidations, reporting and data integration as well. Support - Very helpful service including orientation, training and technical support. Cost - Lower operating cost than most Enterprise class applications with lower cost of ownership.,Creating metadata (accounts, departments) framework for the CPM could be made easier with an up-to-date UI/UX. List structures to address very large data sets as shown in a modeled sheet could be enhanced. More flexibility to display varying time periods on screen as well as multiple versions on the same screen.,10,Oracle Hyperion Enterprise Performance Management,IBM Cognos,SAP BPM,Tidemark,Host Analytics,10,Increased ROI due to greater employee efficiency and lower cost of ownership,2,Professional services company,Change management was a major issue with the implementation,10,9,8Adaptive planning is changing the way FP&A software helps companies succeedAdaptive Insights has been the backbone of our organizations transition into quarterly rolling forecasts. It is also the source for BOD and executive presentations. It is a great intuitive software package that allows for scalable business process. I started with less than 5 active users and two years later we now have 70+ users imputing budgets and taking responsibilities for their forecasts. No longer do I hear "those are finance's numbers" because I don't put any data into the system. It is amazing and I highly recommend it. I have used SAP and Hyperion and they can't touch the flexibility of Adaptive.,Integration into our other software Flexibility in budgeting (similar to Excel) Ability to give specific permissions.,Out of the box formatting reports Linking sheets within the application to automate manual processes,10,,10,Quicker forecast cycles Faster consolidations cost effective software,9
Adaptive Insights, a Workday company
219 Ratings
Score 8.5 out of 101
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Adaptive Insights, a Workday company Reviews

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Adaptive Insights, a Workday company
219 Ratings
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Score 8.5 out of 101

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November 16, 2018

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Score 10 out of 10
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We don't use all of the modules but I believe we could do a lot more with the system and give better financial reporting with other components. Such as revenue, assets, sales, etc.
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November 11, 2015

Adaptive planning is changing the way FP&A software helps companies succeed

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We went from 2 users to 70+ users over a 2 year period of time. The application scaled wonderfully. 65 of those users were non-finance users so they were able to quickly learn the software and prepare budgets quickly and efficiently. That is the power of Adaptive and its ability to scale.
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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