Adaptive Insights improves planning and analysis process
November 14, 2019

Adaptive Insights improves planning and analysis process

Josh Cooper | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Adaptive Insights, a Workday company

Adaptive Insights is used company-wide at Goodwill of Central & Southern Indiana. We import and distribute actual figures related to our company's profit & loss statement and balance sheet. In addition, we complete two annual budget planning cycles in the system.

Adaptive Insights has allowed us to complete more accurate and timely forecasts, consolidate our company's financials, and plan dynamically.

Pros

  • Adaptive Insights provides excellent customer service. If a user has a question about the product, the employees at Adaptive are quick to respond and are very helpful.
  • The team at Adaptive Insights listens to their customers and are always working to improve the software.

Cons

  • N/A
  • With the addition of Adaptive Insights, our company's planning process has become more efficient and allowed us to refocus our efforts to other areas of need.
N/A
Adaptive Insights is a great planning tool. If an organization has multiple business units, the Adaptive Insights software will eliminate hours of work by eliminating the need to roll up spreadsheets. This will allow FP&A teams to focus more on analysis and adding value to their organization.

Workday Adaptive Planning Feature Ratings

10.0
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
10
9.7
Financial data consolidation
10
Journal entries and reports
9
Multi-currency management
9
Intercompany Eliminations
10
Minority Ownership
10
Local and consolidated reporting
10
Detailed Audit Trails
10
9.6
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
9
XBRL support for regulatory filing
9
10.0
Personalized dashboards
10
Color-coded scorecards
10
KPIs
10
Cost and profitability analysis
10
Key Performance Indicator setting
10
Benchmarking with external data
10
9.7
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
9
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

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