Workday Adaptive Planning Reviews

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Score 8.2 out of 100

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Reviews (1-11 of 11)

Jaynee Tolle | TrustRadius Reviewer
January 30, 2020

A must-have planning tool

Score 10 out of 10
Vetted Review
Verified User
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Change Management Lessons

Change management was a big part of the implementation and was well-handled - When implementing new software you have to look at the needs of your company, as well as policies/procedures, legally required reporting, growth, etc. We are a company going through large expansions and our software at the time couldn't handle the needs. Adaptive Insights was able to accommodate our needs and allow us to evolve into a more robust reporting system.
Read Jaynee Tolle's full review
Chris Snelling, CFA | TrustRadius Reviewer
October 30, 2019

A Great Budgeting Software for those on a Budget

Score 10 out of 10
Vetted Review
Verified User
Review Source

Change Management Lessons

Change management was a major issue with the implementation - To fully implement Adaptive Insights into your business it is important to have buy-in from the managers that will use it. Most managers prefer to do things the old way until you can prove to them the new way is better and that it is easy to adopt.
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Brad MacDonald | TrustRadius Reviewer
May 28, 2019

Outsanding Solution!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Change Management Lessons

Change management was a small part of the implementation and was well-handled - Initially, we wanted to slowly roll-out the tool for operational leaders. However, after showing a demonstration to our team, I was blown away by the number of people who wanted access to the tool, and their desire to begin using it. This was actually a great "problem" to have, and naturally led to many champions throughout the organization.
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Anonymous | TrustRadius Reviewer
November 16, 2018

Time Saving

Score 10 out of 10
Vetted Review
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Change Management Lessons

Change management was a major issue with the implementation - We were in the process of implementing an accounting system at the same time we added Adaptive. We were eager to find a robust budget system that could handle our complex services company.
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Greg Clarke | TrustRadius Reviewer
April 27, 2016

Drive Better Enterprise Performance Management with Adaptive Insights

Score 9 out of 10
Vetted Review
Review Source

Change Management Lessons

Change management was a small part of the implementation and was well-handled - Change management is typically a small part of the implementation and is usually easily handled. However this question depends on management intent.

If the intent is simply to migrate the existing budget models into Adaptive without modifying the planning methodologies than there is little change management needed. Input sheets can be configured to look and feel the way the old ones did. So can reports.

If however the intent is to drive substantive change by adopting alternate planning methodologies or to facilitate process improvement, cost reduction or more rigorous revenue planning approaches to enable a growth strategy, then to tool-set will enable those but obviously a more active change management approach is required.


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Beth Walkley | TrustRadius Reviewer
June 03, 2015

Adaptive will change the way we handle the budgeting process as well as increase efficiency.

Score 9 out of 10
Vetted Review
Verified User
Review Source

Change Management Lessons

Change management was a small part of the implementation and was well-handled - We are currently implementing, but are working on changing the way we handle various processes. As an example, Enrollment management was done on an excel spreadsheet and we have built into Adaptive which will increase the efficiency as well as providing updates immediately.
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Anonymous | TrustRadius Reviewer
March 08, 2016

I will seek out companies using and/or considering Adaptive whenever I make my next career move!

Score 9 out of 10
Vetted Review
Verified User
Review Source

Change Management Lessons

Change management was a big part of the implementation and was well-handled - My primary lesson learned from the implementation was that our timing was less than ideal. We implemented Adaptive during our annual planning cycle, which made the process even more challenging. In a perfect world, we would have started the implementation 3 months earlier and had time to review/tweak our instance before we jumped into our annual plan.
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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 (130)
7.8
Financial budgeting (140)
8.9
Forecasting (135)
9.0
Scenario modeling (130)
7.1
Management reporting (139)
9.0
Financial data consolidation (82)
8.7
Journal entries and reports (48)
6.4
Multi-currency management (58)
7.5
Intercompany Eliminations (42)
7.9
Minority Ownership (20)
8.0
Local and consolidated reporting (71)
8.6
Detailed Audit Trails (89)
8.6
Financial Statement Reporting (115)
8.7
Management Reporting (127)
8.6
Excel-based Reporting (126)
7.4
Automated board and financial reporting (110)
7.4
XBRL support for regulatory filing (17)
7.6
Personalized dashboards (86)
7.5
Color-coded scorecards (68)
6.4
KPIs (81)
7.3
Cost and profitability analysis (88)
8.3
Key Performance Indicator setting (71)
7.9
Benchmarking with external data (49)
4.4
Flat file integration (91)
8.3
Excel data integration (115)
8.3
Direct links to 3rd-party data sources (85)
8.2

About 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
Capabilities include:
  • 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
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

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

Vena Solutions, Longview, Prophix, IBM Cognos, Anaplan, CCH Tagetik, Tidemark, Planful (formerly Host Analytics), 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

Workday Adaptive Planning Customer Size Distribution

Consumers
0%
Small Businesses (1-50 employees)
0%
Mid-Size Companies (51-500 employees)
60%
Enterprises (> 500 employees)
40%

Workday Adaptive Planning Support Options

 Free VersionPaid Version
Phone
Email
Forum/Community
FAQ/Knowledgebase
Video Tutorials / Webinar

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