Workday Adaptive Planning Reviews

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241 Ratings
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Score 8.2 out of 100

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Reviews (1-15 of 15)

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Brad MacDonald | TrustRadius Reviewer
May 28, 2019

Outsanding Solution!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Products Replaced

Yes - We used "old-school" Excel-based forecasting/budgeting models. As a growing company, our ability to forecast/budget and report actuals on a timely basis simply would not be sustainable using a manual process.
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Jack Kersjes | TrustRadius Reviewer
May 11, 2018

CareStar recommends Adaptive Insights for reporting and dashboards

Score 10 out of 10
Vetted Review
Verified User
Review Source

Products Replaced

Yes - We use Adaptive Insights for all of our financial statement output. It replaced Management Reporter (formerly FRx), which is now part of the Microsoft Dynamics GP suite. Using AI for financial statements is far superior for speed, ease of use, and ease of distribution. For the budgeting and planning cycle, AI replaced about 30 linked Excel workbooks, each averaging 20 sheets, each sheet averaging 50 formulas (that muliplies out to 30,000 formulas!). Needless to say, budgeting in Excel was no longer feasible for our organization.
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Gary Sabulski | TrustRadius Reviewer
May 23, 2016

Adaptive Insights

Score 10 out of 10
Vetted Review
Verified User
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Products Replaced

No - Adaptive was a new purchase for our company which replaced a hybrid manual and SAP budgeting process. Adaptive provided accuracy improvement along with workflow which we did not have with our previous process. As part of our MBO process we were challenged to automate and improve our antiquated budget process. Adaptive provided a solution that was easily implemented and adopted by management and is an important tool for our business.
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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

Products Replaced

Yes - 

From a planning and forecasting perspective, Adaptive replaced Excel. Although Excel is flexible, scaling to 200 retail locations and ~40 overhead departments simply wasn't feasible.

From a reporting perspective, Adaptive is in the process of replacing Management Reporter (MR). MR is a very cumbersome, time-consuming, inflexible reporting tool that has grown obsolete for us.

Read this authenticated review

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 (131)
7.7
Financial budgeting (141)
9.0
Forecasting (136)
9.0
Scenario modeling (131)
7.2
Management reporting (140)
9.1
Financial data consolidation (83)
8.8
Journal entries and reports (49)
6.5
Multi-currency management (59)
7.7
Intercompany Eliminations (43)
8.0
Minority Ownership (21)
8.0
Local and consolidated reporting (72)
8.7
Detailed Audit Trails (90)
8.6
Financial Statement Reporting (116)
8.6
Management Reporting (128)
8.6
Excel-based Reporting (127)
7.5
Automated board and financial reporting (111)
7.4
XBRL support for regulatory filing (18)
7.6
Personalized dashboards (87)
7.5
Color-coded scorecards (69)
6.4
KPIs (82)
7.3
Cost and profitability analysis (89)
8.3
Key Performance Indicator setting (72)
7.8
Benchmarking with external data (50)
3.9
Flat file integration (92)
8.3
Excel data integration (116)
8.4
Direct links to 3rd-party data sources (86)
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

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 Analytics, Anaplan, CCH Tagetik, Tidemark, Planful (formerly Host Analytics), BusinessObjects SRC (Discontinued), Oracle Hyperion, SAP

Workday Adaptive Planning 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