Workday Adaptive Planning

Workday Adaptive Planning Reviews

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Reviews
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Marvin Hartsfield | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Workday Adaptive Planning has detailed online help with both articles and videos that are comprehensive. It has a lot of similarities to Excel, which most finance people are already familiar with, plus the user interface is intuitive and easy to pick up. The online support team is quick to respond and very knowledgeable.
April 16, 2021

Outsanding Solution!

Brad MacDonald | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
From an Administrator's standpoint, it is as intuitive as you can get. The ability to create versions and scenarios is without equal.
From a (non-finance) users perspective, many have expressed to me their appreciation for a powerful system that is very easy to understand and use.
Warren Sampson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
From a modeling perspective, Workday Adaptive Planning is very flexible and easy to manage. Generating new models, modifying existing models, renaming accounts without the model melting down; these are all very usable. We find that there's a bit of a learning curve for our user community in navigating some of the sheets, but once they get a feel for the options and how to pivot around their data a world of possibilities is unlocked.
Krishna Singh | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Overall Workday Adaptive Planning is the best tool for all your planning, budgeting and forecasting, including medaling, consolidation and reports, Its easy to implement for admin and consultants, I believe integration required bit more streamline process change. UI changes required for admin page and other area, as some time action button or item where we take action looks very small.
Tony Phan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
The portal is very easy to use when you already get used to it. Due to its complexity and multi functions available in the portal, new joiners might need to take sometimes to get used to it. Interface is very user friendly once you get to know it. It does not feel like a software but rather be a website where you can get all of your HR related matters.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Workday Adaptive Planning is a very clean and user-friendly system. A typical user can likely navigate the system with little to no training. The overall navigation is easy to use; however, there is additional time needed from the team in order to understand how to build new models and maintain the system.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Workday Adaptive Planning is directed to any company that wants to improve its productive yields--taking into account the clear training that must be had to achieve the correct coupling of the software with our data center--and to be able to obtain the greatest possible benefits.
Dmitry Zaichenko, MBA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We have users in all parts of the business that have access. [Even those who] are not financial individuals love the ease of use while being able to drill down and clearly understand what is happening in their department. All levels of the organization find Workday Adaptive Planning useful for both executive level reporting, financial reviews as well as detailed planning by multiple users.
Score 10 out of 10
Vetted Review
Verified User
Review Source
I've only used Excel in the past for budgets and clunky reporting tools for making reports or tools that were too complicated for a non-IT user to manipulate. With a finance background, I find the tool easy to use and manipulate and the possibilities are endless.
March 11, 2021

Great planning tool!

Score 9 out of 10
Vetted Review
Verified User
Review Source
Very easy to navigate and Adaptive support is helpful in troubleshooting any questions. Does not take long to get up and running with a simple model and very flexible structure. Challenge is more on designing the best model rather than Adaptive limitations.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Workday Adaptive Planning is overall very versatile and easy to use. The formula writing and syntax takes some getting used to but if you are intentional about how the system is set up then learning how to read and digest complex formulas can be straightforward. It’s also easy to navigate the system through sheets and assumptions, some systems aren’t that way.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Since implementing Adaptive Insights in 2014 we had 3 administrative users. Since then we have grown to 50+ users that actively participate in the budget process and are accountable for their annual planning. Each year we request feedback from our users and each year they say that Adaptive Insights is easy to use and continues to make the budget process a seamless process.
Score 10 out of 10
Vetted Review
Verified User
Review Source
For basic usages, like check actuals for month-end close or for budgeting purposes, Adaptive Insights is great. Building out more complex and business oriented features, can be a challenge and a lot of going back and forth until the data is correct. This can be time consuming and not particularly useful in a time crunch. OfficeConnect does resolve this time issue, but from my experience, Excel is helpful when needed to build random reports quickly.
Ben Balch | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Adaptive Insights is easy to use and easy for end users to adopt. We use Adaptive Insights for expense planning, forecasting, and scenario planning. We are a small organization and have several non-technical people that have been able to adopt the system. The product is very similar to a spreadsheet, so anyone with a basic working knowledge of how to enter numbers in a spreadsheet could be trained to use Adaptive Insights.

If your planning is more complex, you'll need someone with the appropriate level of technical skills to help facilitate that level of planning.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Menus are easy to navigate, sheets are straightforward and flexible and you can work on your budget/forecasts without being at the office. The cloud based system makes it easy for users to complete their processes offsite and without needing there work provided computer. Creating new reports using both the web based Adaptive tool and OfficeConnect is quite simple with very minimal training.
September 20, 2018

The efficiency of Adaptive

Steve Paul, CPA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
The software is easy to maintain for a person with a non-IT background. I love the fact that I don't have to call our internal IT team every time there is a problem within the system. I have the knowledge and confidence to fix the problem myself. I also find it easy to develop reports, ad-hoc analysis within Adaptive.

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)
90%
9.0
Financial budgeting (157)
93%
9.3
Forecasting (152)
92%
9.2
Scenario modeling (146)
83%
8.3
Management reporting (157)
87%
8.7
Consolidation and Close (7)
76%
7.6
Financial data consolidation (91)
90%
9.0
Journal entries and reports (59)
76%
7.6
Multi-currency management (71)
72%
7.2
Intercompany Eliminations (51)
74%
7.4
Minority Ownership (27)
75%
7.5
Local and consolidated reporting (84)
81%
8.1
Detailed Audit Trails (105)
66%
6.6
Financial Reporting and Compliance (5)
86%
8.6
Financial Statement Reporting (131)
88%
8.8
Management Reporting (144)
84%
8.4
Excel-based Reporting (143)
89%
8.9
Automated board and financial reporting (125)
85%
8.5
XBRL support for regulatory filing (23)
82%
8.2
Analytics (6)
84%
8.4
Personalized dashboards (102)
80%
8.0
Color-coded scorecards (83)
82%
8.2
KPIs (97)
89%
8.9
Cost and profitability analysis (101)
89%
8.9
Key Performance Indicator setting (85)
84%
8.4
Benchmarking with external data (57)
82%
8.2
Integration (3)
82%
8.2
Flat file integration (106)
86%
8.6
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, and Prophix are common alternatives for Workday Adaptive Planning.

What is Workday Adaptive Planning's best feature?

Reviewers rate Financial budgeting highest, with a score of 9.3.

Who uses Workday Adaptive Planning?

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