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Workday Adaptive Planning Reviews

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239 Ratings
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Score 8.2 out of 100
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Reviews (1-13 of 13)

Thom Keyes | TrustRadius Reviewer
December 21, 2015

Adaptive Insights - My thoughts after a year of use.

Thom Keyes
Score 9 out of 10
Vetted Review
Verified User
Review Source

Data Integration

10
So, we are directly connected to our GL system NetSuite. The integration is great. We do some flat file uploading but minimally at this point. I have found that as long as we are using fairly standard fields on both side of the integration we have almost no problems. I have not tried any other data integrations that are available.
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Sarah Sebby | TrustRadius Reviewer
November 24, 2015

Adaptive Insights implementation

Sarah Sebby
Score 9 out of 10
Vetted Review
Verified User
Review Source

Data Integration

8
We are still working through our connector implementation to our ERP system. However, importing flat files with year to date general ledger data for the current year as well as the prior two years has been very simple.
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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!

Verified User
Score 9 out of 10
Vetted Review
Verified User
Review Source

Data Integration

9

My specific rating is related to our automated connector between Great Plains and Adaptive. We went through a implementation project with two Adaptive representatives. Our implementation was not clean-cut, but I had a great experience with both consultants.

With the connector implemented, we have a nightly load of actuals scheduled, so I have updated financials when I get to the office. If I need to manually run the connector for updates during the day, the entire load takes about 10 minutes, so this is not prohibitive.

As a comparison, before the connector, it would take almost a full day to pull all 8 instances out of Great Plains, consolidate the data, manipulate the data, load the data and tie the data out. This has saved me a significant amount of time and make our reporting much more flexible and real-time.

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Anonymous | TrustRadius Reviewer
November 19, 2015

We're all in with Adaptive!

Verified User
Score 10 out of 10
Vetted Review
Verified User
Review Source

Data Integration

10
It is easy to bring data into Adaptive Suite, after setting up the mapping process. Data can be brought in very easily from a flat file. Any type of data can be loaded from ledger to transactions, to statistics and detailed line items to build sales and costing models.
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Anonymous | TrustRadius Reviewer
October 01, 2015

Insight into Adaptive Insights

Verified User
Score 9 out of 10
Vetted Review
Verified User
Review Source

Data Integration

8
We currently import Excel files for our Adaptive Planning and Discovery data. It is very easy to use, however manual. We are looking to have a connector in the future.
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Anonymous | TrustRadius Reviewer
September 23, 2015

Insights into Adaptive Insights

Verified User
Score 8 out of 10
Vetted Review
Verified User
Review Source

Data Integration

9
We've had help from a consultant in setting up our data sources. I don't think it was something we could have done on our own. That being said, it has been a good experience, and we have been able to bring in data quickly. We bring in data from two sources: our HR system and our general ledger.
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Workday Adaptive Planning Scorecard Summary

Likelihood to Recommend (239)
8.2
Likelihood to Renew (34)
9.0
Usability (79)
7.4
Availability (10)
6.9
Performance (5)
9.1
Support Rating (26)
8.2
In-Person Training (1)
8.2
Online Training (7)
8.9
Implementation Rating (30)
8.9
Data Sharing and Collaboration (17)
7.5
Data Sources (17)
7.6
Product Scalability (8)
9.1

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
Categories:  Corporate Performance Management (CPM)

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