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Adaptive Insights - Useful Tool!
November 12, 2018

Adaptive Insights - Useful Tool!

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

Overall Satisfaction with Workday Adaptive Planning

Adaptive Insights is a tool we heavily use in our finance department to help us budget, forecast, and plan the financial success for our company. Adaptive Insights allows us to create sheets that flow into our financial reports and enable us to better forecast the finances within our company. We are able to keep track of incoming and outgoing personnel. We also use Office Connect to quickly update and produce reports to our business partners.
  • The Office Connect plugin gives great flexibility and possibilities for providing a greater level of detailed analysis to business partners.
  • Being able to produce a personnel report across multiple departments.
  • Adaptive Insights helps us keep an acute view of our finances to budget appropriately and continue our growth.
Adaptive Insights is particularly useful for any FP&A department within an organization to better forecast, budget, and plan. It's an exceptional tool that empowers financial analysts to best present a department's financial health to a business partner. It would be less appropriate, from my experience, for departments outside of finance, unless the company does not have a strong finance department that is able to provide analysis for all departments.

Workday Adaptive Planning Feature Ratings

10.0
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
10
Not Rated
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
10.0
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
10
XBRL support for regulatory filing
Not Rated
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
Not Rated
Flat file integration
Not Rated
Excel data integration
Not Rated
Direct links to 3rd-party data sources
Not Rated
BI Standard Reporting ()
Not Rated
Ad-hoc Reporting ()
Not Rated
Report Output and Scheduling ()
Not Rated
Data Discovery and Visualization ()
Not Rated
Access Control and Security ()
Not Rated
Mobile Capabilities ()
Not Rated