Workday Adaptive Planning

Workday Adaptive Planning Reviews

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Ratings and Reviews
(1-25 of 34)

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Chris Snelling, CFA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Our company is upgrading our SAP system this year and exploring one of the SAP reporting modules, but I don't think it will affect our renewal of Adaptive, especially since I know they are going to roll out an Office integration tool later this year.
Greg Clarke | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
Review Source
Intuitive and Easy to Maintain

The Adaptive Suite is a very reliable Corporate Performance Management Solution. The solution is very easy to.use and provides timely, quality reporting. We have used the solution continuously for six years and been very pleased with the ongoing enhancements.

Beyond our own positive experience we support many clients across commerce, industry and government. Nearly all our supported customers provide very positive feedback and continue to renew their subscriptions.
February 04, 2015

A big fan

Michael Bright | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
At this point we have set up our reporting to integrate with Adaptive. We have spent some non-recurring money to set up and populate the system. Switching at this point would only be an option if we were unhappy with the decision. This might seem like I am side-stepping the issue but I think an important point is being made. Whatever system you decide to go with, changing later is costly and unproductive. We chose Adaptive and have absolutely no regrets. We are currently at a crossroads here at Teachscape and are looking at several different potential options. If we were still relying on a 20 to 40 sheet Excel workbook with thousands of links and formulas, I don't think I would be able to sleep at night. Adaptive gives me a greater level of comfort.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We just recently renewed our contract and I wouldn't hesitate to renew again. First, Adaptive as a company has a great customer-first attitude and they're great to work with. Their customer service team is fantastic. Second, they are constantly trying to improve the product and make it better, but not losing sight of what we really need. Also, the longer you use the product the more it is filled with priceless data all in one spot with instant access to report on and dig into.
Andrew Khonje | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
I enjoy using Adaptive and the benefits of Adaptive are becoming more and more visible. Adaptive, in a way, has brought the company under one umbrella, especially when it comes to uniting different departments under one strategy. There is more that Adaptive can do and we as a company are only scrapping the top. There are more areas in which Adaptive can be beneficial.
Claire SunSpiral | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Adaptive has demonstrated their commitment to creating, maintaining, and developing an outstanding product and they have demonstrated to me that they truly care what their customers need and want from the system. They want all users to be successful and this shows in the way they manage their clients and the way they develop the software. I will implement Adaptive at any future organization that I work with and I know several other Finance Directors who have done the same!
Gustavo Velez velez1941@gmail.com | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Adaptive's support team is top-notch. They are very responsive, and they help keep the train moving when something comes up. Aside from what Ive already mentioned, I find this product to be very intuitive and fun to use.
Robert Scrimshaw | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
There is nothing else out there that even comes close. I think of what the perfect solution is for planning, consolidations, reporting and analysis and Adaptive is already there. Nobody else is even in the same ball park. The support staff is the greatest. They respond very rapidly with the same level of concern that we as customers show.
Andrew Rosenberg | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Compared to other products in the budgeting/planning software industry, Adaptive is the easiest to use with the most robust features, and as a SaaS and cloud-based offering, new features are added with each upgrade.

Workday Adaptive Planning Scorecard Summary

Feature Scorecard Summary

BI Standard Reporting (3)
93%
9.3
Pixel Perfect reports (1)
90%
9.0
Customizable dashboards (1)
100%
10.0
Report Formatting Templates (1)
90%
9.0
Ad-hoc Reporting (4)
80%
8.0
Drill-down analysis (1)
90%
9.0
Formatting capabilities (1)
70%
7.0
Integration with R or other statistical packages (1)
80%
8.0
Report sharing and collaboration (1)
80%
8.0
Report Output and Scheduling (3)
80%
8.0
Publish to PDF (1)
80%
8.0
Report Versioning (1)
80%
8.0
Report Delivery Scheduling (1)
80%
8.0
Data Discovery and Visualization (3)
77%
7.7
Pre-built visualization formats (heatmaps, scatter plots etc.) (1)
70%
7.0
Location Analytics / Geographic Visualization (1)
80%
8.0
Predictive Analytics (1)
80%
8.0
Access Control and Security (3)
90%
9.0
Multi-User Support (named login) (1)
90%
9.0
Role-Based Security Model (1)
90%
9.0
Multiple Access Permission Levels (Create, Read, Delete) (1)
90%
9.0
Mobile Capabilities (4)
85%
8.5
Responsive Design for Web Access (1)
80%
8.0
Dedicated iOS Application (1)
80%
8.0
Dedicated Android Application (1)
80%
8.0
Dashboard / Report / Visualization Interactivity on Mobile (1)
100%
10.0
Budgeting, Planning, and Forecasting (5)
89%
8.9
Long-term financial planning (147)
91%
9.1
Financial budgeting (157)
92%
9.2
Forecasting (152)
94%
9.4
Scenario modeling (146)
82%
8.2
Management reporting (157)
85%
8.5
Consolidation and Close (7)
74%
7.4
Financial data consolidation (91)
87%
8.7
Journal entries and reports (59)
76%
7.6
Multi-currency management (70)
67%
6.7
Intercompany Eliminations (51)
70%
7.0
Minority Ownership (27)
70%
7.0
Local and consolidated reporting (84)
79%
7.9
Detailed Audit Trails (105)
67%
6.7
Financial Reporting and Compliance (5)
84%
8.4
Financial Statement Reporting (131)
86%
8.6
Management Reporting (144)
82%
8.2
Excel-based Reporting (143)
88%
8.8
Automated board and financial reporting (124)
84%
8.4
XBRL support for regulatory filing (22)
79%
7.9
Analytics (6)
83%
8.3
Personalized dashboards (102)
80%
8.0
Color-coded scorecards (83)
80%
8.0
KPIs (97)
91%
9.1
Cost and profitability analysis (101)
87%
8.7
Key Performance Indicator setting (85)
85%
8.5
Benchmarking with external data (57)
77%
7.7
Integration (3)
81%
8.1
Flat file integration (106)
82%
8.2
Excel data integration (133)
76%
7.6
Direct links to 3rd-party data sources (101)
83%
8.3

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
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

  • 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 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

Adaptive Planning balance sheets.Adaptive Discovery visuals.Adaptive Planning expense variance analysis report.Adaptive Discovery visuals with drill-down capabilities.Adaptive Planning in-sheet visualizations (waterfall chart)Use sparklines to visualize trends and make adjustments visuallyBuilt-in audit trail and cell explorer will let you see the source and history of any metric, assumption or formula

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 Pricing

Workday Adaptive Planning Customer Size Distribution

Consumers0%
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 TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone, Mobile Web
Supported CountriesUnited States, Canada, United Kingdom, Ireland, Australia, New Zealand, and many more!
Supported LanguagesEnglish, Spanish, French, Japanese, Portuguese (Brazilian), Russian, Polish, Dutch

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?

Vena, Longview Plan, and Prophix are common alternatives for Workday Adaptive Planning.

What is Workday Adaptive Planning's best feature?

Reviewers rate Forecasting highest, with a score of 9.4.

Who uses Workday Adaptive Planning?

The most common users of Workday Adaptive Planning are from Mid-size Companies and the Computer Software industry.