Item: Workday Adaptive Planning
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

As an organization that represents over 230,000 members, we are using Adaptive Insights to generate reports that provide transactions and more drill down reports by department and sub categories across the entire organization. This enables all departments to review their budget at any time without waiting for the monthly reports to be distributed. In addition, this helps eliminate human errors as we are able to pull the reports and drill down to the exact transactions to review and confirm that they are coded correctly. We like that the system is web-based - accessible from anywhere as long as you have internet access. The only setback is our staff travel expenses are generated separately - not sure the reasoning behind that action.

Pros and Cons

Web-based system which eliminates the need to purchase new software. System is accessible anywhere as long as there is internet access.
Its features provide for good planning, budgeting, and forecasting.
The ability to create customized reports is a very nice touch - we are able to share this across our organization.
The drill down details are very helpful in confirming expenses.

The layout of the various reporting options could be displayed in a more user-friendlier way. It's a bit difficult to locate where to find the reports.
I'm finding that the drill down feature from the monthly financials section is not as convenient as it should be.
The exporting to Excel or PDF format is a bit off - it's time consuming to manipulate the excel to a regular paper size.
A tutorial on how to create different reports for different end users would be helpful.

Return on Investment

Adaptive provides for good forecasting based on revenue and expenditure.
The ability to pull different month-end reporting is a great feature.
The ability to share access across 11 offices statewide is very beneficial.
ROI is spot on. We are able to extract the data needed in a moment's notice.

Workday Adaptive Planning Data Driven

Adaptive has greatly improved Planning Optimization. The integration is
working seamlessly with previous software we used.

Usability

The reports are exactly what we need however accessing it from the various sections is not as simple as it should be.

Key Insights

Do you think Workday Adaptive Planning delivers good value for the price?

Yes

Are you happy with Workday Adaptive Planning's feature set?

Yes

Did Workday Adaptive Planning live up to sales and marketing promises?

Yes

Did implementation of Workday Adaptive Planning go as expected?

Yes

Would you buy Workday Adaptive Planning again?

Yes

Likelihood to Recommend

Adaptive Insights is well suited for many business sizes, including small companies to companies with billions of dollars in revenue. Its flexibility with customization and the various options is very attractive. The ability to have the data in real time is much appreciated. We are heavily reliant on allowing those authorized to run their own reports, eliminating the middle man.

Adaptive Insights - Effectively manage actual data and budget data

Overall Satisfaction with Workday Adaptive Planning