Overview
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.
Adaptive forecast creation !!!
Great way to actively plan business processes and analyze all data across business units
Workday Adaptive Planning in conjunction with Intacct accounting
Effective in cost and use but not a panacea
A Solid HR, Budgeting and Financial Planning Package All in One
Adaptive Planning is the way to go
Workday Adaptive Planning – It’s Versatile!
Forecasting made easy
Great product when properly trained
Best of breed application that is relatively easy to get up and going + maintain
Workday Adaptive Planning at a glance
Adaptive Insights to the rescue
Acquire Adaptive!
How do you differentiate?
How Workday Adaptive Planning Differs From Its Competitors
Workday Adaptive Planning Data Driven
Workday Adaptive Planning Data Driven
Workday Adaptive Planning Data Driven
Company-Wide Alignment
Continuous Planning
Cloud Transition
Workday Adaptive Planning Data Driven
Company-Wide Alignment
Continuous Planning
Cloud Transition
Workday Adaptive Planning Data Driven
Workday Adaptive Planning Data Driven
Workday Adaptive Planning Data Driven
Workday Adaptive Planning Data Driven
Workday Adaptive Planning Data Driven
Workday Adaptive Planning Data Driven
Workday Adaptive Planning Data Driven
Reporting
Role Impact
Reporting
Role Impact
Reporting
Role Impact
Reporting
Role Impact
Role Impact
Reporting
Role Impact
Reporting
Role Impact
Reporting
Role Impact
Reporting
Role Impact
Reporting
Role Impact
Reporting
We use the Reports module in Adaptive Planning every week, if not every day. It's helpful to quickly refresh reports and allows others at our company to run self-service reports. This has been invaluable since it frees up FP&A so we can perform more analysis.
The OfficeConnect for Excel Add-On has …
Role Impact
Reporting
Role Impact
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Forecasting (161)8.989%
- Long-term financial planning (156)8.989%
- Management reporting (166)8.787%
- Financial budgeting (166)8.686%
Reviewer Pros & Cons
Video Reviews
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Pricing
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.
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Features
BI Standard Reporting
Standard reporting means pre-built or canned reports available to users without having to create them.
- 9Pixel Perfect reports(1) Ratings
Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.
- 10Customizable dashboards(1) Ratings
Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.
- 9Report Formatting Templates(1) Ratings
Ad-hoc Reporting
Ad-Hoc Reports are reports built by the user to meet highly specific requirements.
- 9Drill-down analysis(1) Ratings
Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.
- 7Formatting capabilities(1) Ratings
Ability to format output e.g. conditional formatting, lines, headers, footers.
- 8Integration with R or other statistical packages(1) Ratings
Integration with the open-source R predictive modeling environment.
- 8Report sharing and collaboration(1) Ratings
Report sharing and collaboration is the ability to easily share reports with others.
Report Output and Scheduling
Ability to schedule and manager report output.
- 8Publish to PDF(1) Ratings
- 8Report Versioning(1) Ratings
Report versioning is the assignment of version numbers to each version of a report to help in tracking.
- 8Report Delivery Scheduling(1) Ratings
Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.
Data Discovery and Visualization
Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.
- 7Pre-built visualization formats (heatmaps, scatter plots etc.)(1) Ratings
Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.
- 8Location Analytics / Geographic Visualization(1) Ratings
Location analytics is the visualization of geographical or spatial data.
- 8Predictive Analytics(1) Ratings
Predictive Analytics is the ability to build forecasting models based on existing data sets.
Access Control and Security
Access control means being able to determine who has access to which data.
- 9Multi-User Support (named login)(1) Ratings
Named model access means that users have access based on name and password.
- 9Role-Based Security Model(1) Ratings
Role-based access means that access to data is determined by job or position in the corporation.
- 9Multiple Access Permission Levels (Create, Read, Delete)(1) Ratings
Multiple access permission levels means that different levels of users have different rights.
Mobile Capabilities
Support for mobile devices like smartphones and tablets.
- 8Responsive Design for Web Access(1) Ratings
Web design aimed at producing easy-to-read sites across a range of different devices.
- 8Mobile Application(2) Ratings
A dedicated app for iOS and/or Android.
- 10Dashboard / Report / Visualization Interactivity on Mobile(1) Ratings
In-app dashboard reports and data visualization.
Budgeting, Planning, and Forecasting
These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning
- 8.9Long-term financial planning(156) Ratings
3-5 year financial plan with cashflow.
- 8.6Financial budgeting(166) Ratings
Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.
- 8.9Forecasting(161) Ratings
Combining actuals and budgets, rolling forecasts, driver-based models.
- 8.9Scenario modeling(153) Ratings
Financial or operational modeling of alternate future states and planning for each.
- 8.7Management reporting(166) Ratings
Budget vs. actual or forecast, P&L’s, performance over time, between products etc.
Consolidation and Close
Consolidation of data from multiple entities with currency management, reporting and audit trails.
- 8.3Financial data consolidation(101) Ratings
Consolidating data from several entities into a single statement using US GAAP, IFRS or other standards.
- 9Journal entries and reports(65) Ratings
Ability to enter journal entry adjustments and produce reports showing all journal entries for a specific period.
- 7.9Multi-currency management(78) Ratings
Ability to handle foreign currency conversions during consolidation.
- 7.8Intercompany Eliminations(58) Ratings
Matching and elimination of intercompany revenue, expenses, and balance sheet accounts.
- 7.9Minority Ownership(34) Ratings
Consolidate financials full or partial ownership of subsidiaries, equity pick-up.
- 8.5Local and consolidated reporting(92) Ratings
Ability to report against individual business entities and the consolidated umbrella entity.
- 7.1Detailed Audit Trails(112) Ratings
Tracing changes to data and processes that were run.
Financial Reporting and Compliance
Financial statements and regulatory filings
- 8.8Financial Statement Reporting(140) Ratings
Creation and production of balance sheets, income statements, cash flows, other schedules
- 8.5Management Reporting(153) Ratings
Tools facilitating creation of internal ad hoc or standard reports.
- 8.7Excel-based Reporting(152) Ratings
Ad hoc or formatted reports using MS Excel.
- 8.5Automated board and financial reporting(132) Ratings
Tools to help automate creation of regulatory reports such as SEC filings and board books.
- 8.5XBRL support for regulatory filing(25) Ratings
Support for the XBRL standard reporting format for exchanging financial data.
Analytics and Reporting
Dashboards and scorecards for KPI monitoring and benchmarking
- 7.7Personalized dashboards(111) Ratings
Create custom dashboards and reports without the help of IT or administrators.
- 7.5Color-coded scorecards(91) Ratings
Track and analyze performances with interactive, color-coded balanced scorecards.
- 8.1KPIs(104) Ratings
Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.
- 8.2Cost and profitability analysis(108) Ratings
Cost and profitability analysis provides data for business decision making.
- 7.8Key Performance Indicator setting(93) Ratings
Ability to set key performance indicators for measuring progress towards goals.
- 8.1Benchmarking with external data(64) Ratings
CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.
Integration
Ability to integrate with external applications.
- 8.6Flat file integration(115) Ratings
Integration of flat files like text documents and comma separated files
- 8.6Excel data integration(142) Ratings
Ability to integrate directly with Excel data.
- 8.4Direct links to 3rd-party data sources(109) Ratings
Integration with external applications like ERP, CRM, HCM
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Workday Adaptive Planning?
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
- 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 and Reporting 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
Workday Adaptive Planning Video
Workday Adaptive Planning Integrations
Workday Adaptive Planning Competitors
Workday Adaptive Planning Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
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 |
Workday Adaptive Planning Downloadables
Frequently Asked Questions
Workday Adaptive Planning Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 0% |
Mid-Size Companies (51-500 employees) | 60% |
Enterprises (more than 500 employees) | 40% |
Comparisons
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Reviews and Ratings
(315)Attribute Ratings
- 7.8Likelihood to Renew39 ratings
- 7.3Availability21 ratings
- 9.1Performance10 ratings
- 9.2Usability104 ratings
- 8.2Support Rating45 ratings
- 7.3Online Training9 ratings
- 8.2In-Person Training2 ratings
- 9.4Implementation Rating57 ratings
- 8.2Configurability9 ratings
- 8.8Product Scalability11 ratings
- 8.3Ease of integration11 ratings
- 6.4Vendor pre-sale7 ratings
- 8.2Vendor post-sale7 ratings
- 7.6Data Sources17 ratings
- 7.5Data Sharing and Collaboration17 ratings
- 8.2Professional Services1 rating
- 7.3Contract Terms and Pricing Model1 rating