Workday Adaptive Planning
Top Rated
Workday Adaptive Planning
Overview
Recent Reviews
Reviewer Sentiment
N/A
Positive ()
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Negative ()
Awards




Popular Features
View all 45 featuresForecasting (154)
9.3
93%
Financial budgeting (159)
9.0
90%
Long-term financial planning (149)
8.7
87%
Management reporting (159)
8.7
87%
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Pricing
View all pricingEntry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://www.adaptiveplanning.com
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Features Scorecard
BI Standard Reporting
9.3
93%
Ad-hoc Reporting
8.0
80%
Report Output and Scheduling
8.0
80%
Data Discovery and Visualization
7.7
77%
Access Control and Security
9.0
90%
Mobile Capabilities
8.5
85%
Budgeting, Planning, and Forecasting
8.8
88%
Consolidation and Close
7.7
77%
Financial Reporting and Compliance
8.4
84%
Analytics and Reporting
8.3
83%
Integration
8.1
81%
Product Details
What is Workday Adaptive Planning?
Workday Adaptive Planning aims to power a new generation of business planning, and drive business agility in a fast-moving world. The Workday Adaptive Planning Business Planning Cloud offers modeling capabilities for organizations of any size, and helps users to collaborate, gain insights, and make smarter decisions faster.
The vendor states that more than 3,800 organizations across 50-plus countries use Workday Adaptive Planning, and boasting its ease of use, they state that Workday Adaptive Planning 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 Planning helps mid-size & enterprise organizations’ leaders better manage their business:
- Adaptive Planning 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
- Automated Budgeting and Forecasting to increase productivity
- Self-Service Financial Reporting allowing users to create, share and personalize reports
- Integration with Salesforce.com, NetSuite, Intacct, & MS Dynamics
Workday Adaptive Planning Features
Budgeting, Planning, and Forecasting Features
- Supported: Long-term financial planning
- Supported: Financial budgeting
- Supported: Forecasting
- Supported: Scenario modeling
- Supported: Management reporting
Consolidation and Close Features
- Supported: Financial data consolidation
- Supported: Journal entries and reports
- Supported: Multi-currency management
- Supported: Intercompany Eliminations
- Supported: Minority Ownership
- Supported: Local and consolidated reporting
- Supported: Detailed Audit Trails
Financial Reporting and Compliance Features
- Supported: Financial Statement Reporting
- Supported: Management Reporting
- Supported: Excel-based Reporting
- Supported: Automated board and financial reporting
- Supported: XBRL support for regulatory filing
Analytics and Reporting Features
- Supported: Personalized dashboards
- Supported: Color-coded scorecards
- Supported: KPIs
- Supported: Cost and profitability analysis
- Supported: Key Performance Indicator setting
- Supported: Benchmarking with external data
Integration Features
- Supported: Flat file integration
- Supported: Excel data integration
- Supported: Direct links to 3rd-party data sources
Workday Adaptive Planning Screenshots
Workday Adaptive Planning 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.
Workday Adaptive Planning Integrations
Workday Adaptive Planning Competitors
Workday Adaptive Planning Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 0% |
Mid-Size Companies (51-500 employees) | 60% |
Enterprises (more than 500 employees) | 40% |
Workday Adaptive Planning 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 |
Comparisons
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Frequently Asked Questions
What is Workday Adaptive Planning?
Workday Adaptive Planning(formerly Adaptive Insights) is a financial planning and reporting tool. It includes automated budgeting and forecasting, financial reporting, and other active planning capabilities, including integrations with third-party products like Salesforce.
What are Workday Adaptive Planning's top competitors?
What is Workday Adaptive Planning's best feature?
Reviewers rate Forecasting highest, with a score of 9.3.
Who uses Workday Adaptive Planning?
The most common users of Workday Adaptive Planning are from Mid-sized Companies (51-1,000 employees) and the Computer Software industry.
Reviews and Ratings
(291)
Reviews
(1-25 of 143)- Popular Filters
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April 12, 2022
Effective in cost and use but not a panacea
Not as robust as SAP Ariba - better than BadgePass.
January 12, 2022
Great product when properly trained
I haven't used any products like Adaptive Insights.
January 09, 2022
Finance
Workday became our choice because it is fully web-based and easily integrates with other systems. The learning curve for Workday was shorter than that of Dynamics. The reporting tools in Workday are more user-friendly than that of Dynamics. However Workday did not have Check Printing tools which are available in Dynamics. The organization started a project to digitize all financial transactions so it was not a priority feature. When it comes to scaling up the functionalities of Workday it was much easier than Dynamics.
December 02, 2021
Workday Adaptive Planning Review
Workday Adaptive Planning has transformed the FP&A function in my company allowed me to establish my team as a center of and reporting to support business excellence. The Workday implementation team that helped us implement the tool listened and understood the problems we wanted to analytical problems easily.
October 20, 2021
A Solid HR, Budgeting and Financial Planning Package All in One
From our initial findings, Workday Adaptive seemed like it was going to be easier to get up and running out of the box and fit the needs of our company more.
September 21, 2021
Overall Workday Adaptive Planning is an intuitive and flexible cloud based planning tool that should be at the top of the list for consideration.
The main thing that sets [Workday] Adaptive [Planning] apart is the fact that it is a cloud based software, user friendly, and allows you to add to or change the model relatively easily. Hyperion is a good tool also but there is more flexibility with [Workday] Adaptive [Planning], and it feels more intuitive.
Workday is the only software system (outside of Excel) that has been used by Vera to do our planning and analysis. We have just opted to move to Workday Adaptive Planning for our accounting system, payroll, and supply chain with the hopes that it will make our planning that much better and more precise.
- Planful (formerly Host Analytics) and Oracle Hyperion Enterprise Performance Management
All of the systems have their own unique strengths and weaknesses. Workday Adaptive Planning as a system is further along in overall functionality and is a more user-friendly system compared to other EPM systems on the market.
May 10, 2021
Solid and intuitive planning solution
Adaptive seemed to be the most user-friendly, easy to implement, and cost-effective solution.
May 02, 2021
Workday Adaptive Planning Review
April 29, 2021
Great product that makes my job easier.
We did some analysis of Anaplan, but it seemed they were built for much bigger companies. It did not seem like we could implement and maintain Anaplan without significant IT support, which was one of the main goals of the project. Anaplan did seem like it could have more capabilities, but the amount of work we would have to do to successfully set up and maintain the system seemed extensive and hard to achieve.
April 20, 2021
Amazing Portal that help to get all you need in HR related matter in your organization!
- Google Workspace (formerly G Suite)
Workday is much more formal and truly feels like a useful portal for you to get information. In term of getting information, working on HR related matters, I have not found any other software that is as useful as Workday. This will absolutely reduce your cost of operating activities in HR and cost of storing physical documents.
April 16, 2021
Outsanding Solution!
Adaptive is much more flexible and powerful for our needs. It provides a wealth of reporting tools and capabilities that Cognos simply didn't or couldn't provide. The ability to have a team of one completely implement and manage the solution for a company is not unreasonable (as I'm currently doing this). Based on my previous experience, that would probably not be the case with other solutions.
The only alternative we looked at was BI360, and there really is no comparison. The choice was easy to go with Adaptive. We strongly wanted to move away from working with Excel spreadsheets, which was apparently a selling point of BI360. It was clear to us that the stability of the platform, and the ability to plan in real-time with others working in the same sheets was much stronger in Adaptive.
March 25, 2021
Heavy Adaptive User. Wouldn't think of switching
I haven't used any alternatives.
March 24, 2021
Adaptive makes work life easier!!!
We were using Oracle EPBCS prior to Adaptive and it sucked. It always broke when we were in crunch mode and Oracle support was lousy. I have used other home grown systems which worked well for the industry we were in. I feel the Workday Adaptive Planning is spot on for budgets/forecasts planning. We are currently working on Dashboards for the Executive team (not rolled out yet) and streamlining the board reports.
March 11, 2021
Great planning tool!
Adaptive planning was selected for a different use case of financial planning and management reporting to which is lives up to expectations. We are pleased with Workday's commitment to expand the product offering as the demands of the business continue to grow.
November 05, 2020
Easy to use - very user friendly
It's very easy as an administrator to use Adaptive.
October 29, 2020
Workday Adaptive Planning has freed us from Excel, improved accountability and driven increased accuracy!
- Prophix and CCH Tagetik
Ease of use for all levels, allocation rule management, report creating and distribution, refined level of detail if needed. Support was in the same time zone and implementation partners were very good to work with. Overall, we started with 16 potential vendors and narrowed down to top 3, and Workday Adaptive Planning came out on top!
October 13, 2020
Adaptive Insights Review
I haven't evaluated any other tools at this point as Adaptive was already in place at my company when I started this job.
February 07, 2020
Adaptive Insights
I have either used Excel or budgeting tools within the accounting software packages. Excel can be tricky and error-prone due to formulas, but they are customizable, and you can adjust things on the fly. Accounting software budgeting tools are usually minimal and are not user-friendly when working with department heads. They are not visually appealing, and that can turn off end users.
January 31, 2020
Adaptive Insights is fantastic!
I've primarily used Oracle Hyperion Enterprise Performance Management in the past and Adaptive Insights stacks up favorably against them. Hyperion is not nearly as intuitive, frequently requires a consultant or programmer to do anything outside of customized reporting, and is much more cost-effective both with the implementation but also the ongoing expense.
January 30, 2020
A must-have planning tool
- Adaptive Insights and a Workday company
We didn't evaluate other products. Adaptive Insights was highly recommended by our consultants.
December 31, 2019
Reshaping The Financial Planning Landscape
We looked at essentially three different products. Essbase (Current), Adaptive Insights, and Anaplan. We knew that Essbase wasn't the right solution for our business with historical experience, it was too difficult to forecast at the detailed business unit, department, and account-level accurately.
We ultimately chose Adaptive over Anaplan because of its UI is much simpler for new users. Anaplan seemed like it had the ability to be more flexible, but at the cost of User Experience. It had a larger learning curve and was more technical from a planning standpoint. We did not want to feel self-reliant on consultants constantly. With Adaptive we didn't have that fear. We could pick it up easier and starting using its pre-built structure right away. I think we made the right choice, I was the only analyst on the team at the time of integration and I was able as a new user to be completely independent on the day to day tasks. We only needed help from our Consultant partners for larger projects, and even then I was able to reverse engineers a lot of it to fit our other needs.
We ultimately chose Adaptive over Anaplan because of its UI is much simpler for new users. Anaplan seemed like it had the ability to be more flexible, but at the cost of User Experience. It had a larger learning curve and was more technical from a planning standpoint. We did not want to feel self-reliant on consultants constantly. With Adaptive we didn't have that fear. We could pick it up easier and starting using its pre-built structure right away. I think we made the right choice, I was the only analyst on the team at the time of integration and I was able as a new user to be completely independent on the day to day tasks. We only needed help from our Consultant partners for larger projects, and even then I was able to reverse engineers a lot of it to fit our other needs.
December 19, 2019
Adaptive Insights - Great for Budgeting and Planning
We ultimately chose Adaptive Insights as we wanted budget owners to use our budgeting/forecasting tool on a regular basis, and we felt that Adaptive was the most user-friendly for non-finance folks.