Take your Planning & Reporting to the Next Level!
March 23, 2018

Take your Planning & Reporting to the Next Level!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Adaptive Insights

The system has a very logical structure which has allowed me to quickly teach myself and understand the system and how it works.
We use Adaptive Insights for planning purposes. We have designed a forecast process within Adaptive Insights to help us with our production and revenue planning. We also use it to make informed decisions in regards to our most profitable customers and/or brands. In the next few months, we are implementing a process to assist us with the accuracy of our annual budget.
  • Data Structure - The use of dimension attributes is a huge help to our organization. As an example, you can list the brand for each item that you currently sell. You can then run a report to summarize sales by brand.
  • User-friendly - Adaptive Insights is the easiest system I've ever worked with. The layout of the user interface made it very easy for me to teach myself on how to navigate and use the system.
  • Speed - Everything in Adaptive Insights is very quick. Updates made to the system, uploads, excel exports, and calculation updates. This is crucial to the success of our organization and has helped us in more ways than one.
  • On a cube sheet, there should be an option to eliminate totals if you list different accounts for a single dimension.
  • Adaptive Insights has dramatically decreased the amount of time spent on management reporting.
  • Adaptive Insights has allowed us to produce reports that we weren't able to develop before. This has given us a different perspective on the business and has allowed us to make more informed decisions.
Adaptive Insights has improved our data quality and accuracy, shortened our reporting cycle, and has allowed us to create many management reports that we haven't been able to produce.
Adaptive Insights gives me more time to spend on strategic analysis and less time on producing re-occurring reports.
  • sage
The Adaptive Insights system capabilities are much more robust than any other competitor out there. Very easy to learn and allows us to customize a model that aligns with our specific needs as an organization.
Adaptive Insights is well suited for a company that gathers and uses a lot of data. Not so much for a small business just getting started.

Workday Adaptive Planning Feature Ratings

Long-term financial planning
9
Financial budgeting
8
Forecasting
7
Scenario modeling
Not Rated
Management reporting
10
Financial data consolidation
10
Journal entries and reports
Not Rated
Multi-currency management
Not Rated
Intercompany Eliminations
Not Rated
Minority Ownership
Not Rated
Local and consolidated reporting
Not Rated
Detailed Audit Trails
Not Rated
Financial Statement Reporting
Not Rated
Management Reporting
10
Excel-based Reporting
8
Automated board and financial reporting
Not Rated
XBRL support for regulatory filing
Not Rated
Personalized dashboards
Not Rated
Color-coded scorecards
Not Rated
KPIs
Not Rated
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
Benchmarking with external data
Not Rated
Flat file integration
Not Rated
Excel data integration
10
Direct links to 3rd-party data sources
Not Rated