Adaptive Insights is very Intuitive
Updated July 27, 2022

Adaptive Insights is very Intuitive

Jared Bryant, CFE, MBA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Workday Adaptive Planning

Adaptive Insights is being used across the whole organization. Every cost center manager prepares an annual plan within Adaptive Insights.
  • Very Intuitive and easy to learn.
  • Adaptive Insights can be managed and owned by Finance people and does not require IT involvement.
  • Office Connect reporting is very useful.
  • The new process tracker feature could be expanded.
  • Less time checking numbers and more time conducting analyses.
  • More accurate and real time reporting.
The workflow process in the system allows for seemless submission and approval process of submitting plans within the system
It is very intuitive and easy to learn

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

Adaptive Insights would be well suited for organizations that either prepare a bottom-up plan or top-down plan.

Workday Adaptive Planning Feature Ratings

Long-term financial planning
8
Financial budgeting
8
Forecasting
8
Scenario modeling
8
Management reporting
9
Financial data consolidation
Not Rated
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
8
Management Reporting
8
Excel-based Reporting
9
Automated board and financial reporting
9
XBRL support for regulatory filing
Not Rated
Personalized dashboards
8
Color-coded scorecards
8
KPIs
8
Cost and profitability analysis
8
Key Performance Indicator setting
8
Benchmarking with external data
8
Flat file integration
7
Excel data integration
7
Direct links to 3rd-party data sources
7

Planning, Alignment, and Use

New features about power of one feature WD is always focus on.

Using Workday Adaptive Planning

175 - All functions
3 - FP&A team handles
  • Board exhibits
  • Financial scorecards
  • Financial planning and budgeting
  • More detailed budget - zero based
  • ELT project hudget
  • Long rang planning
  • Capacity

Evaluating Workday Adaptive Planning and Competitors

  • Product Features
  • Product Usability
Integration with workday
Ildive deeper into integration

Workday Adaptive Planning Implementation

  • Third-party professional services
Abacist Consulting
The ability to utilize real time reporting. This has allowed end users to seem bottom line impact near instantly

Workday Adaptive Planning Support

Fast response
ProsCons
Quick Resolution
Knowledgeable team
Kept well informed
Immediate help available
Support cares about my success
Poor followup
Problems left unsolved
Escalation required
Need to explain problems multiple times
Slow Initial Response
No . Not needed . Business area trained and fully supported after go live
Any type of issue , tickets are responded to quickly

Using Workday Adaptive Planning

ProsCons
Like to use
Easy to use
Well integrated
Quick to learn
Feel confident using
Unnecessarily complex
Requires technical support
Inconsistent
Cumbersome
Lots to learn
  • Global raises and assumptions
  • Meta data integration