Adaptive Insights increases efficiency and is easy to use
December 20, 2019

Adaptive Insights increases efficiency and is easy to use

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Adaptive Insights, a Workday company

Adaptive Insights is our primary budgeting, forecasting and reporting tool. It is used by our finance team for projecting P&L's, Balance Sheets and Cash Flows. Adaptive has allowed us to complete our annual Planning cycle more timely and accurately and is great for producing multiple "what-if" scenarios. Best of all, there is no more searching through file after file for the "Final" plan version.
  • Easy to import or export data
  • The levels, dimensions and attributes allow us to slice data in many different ways
  • Building reports in Adaptive is not intuitive to me as a user
  • When exporting reports to Excel, you always have to reformat the report
  • Significantly reduced errors
  • Shortened the planning cycle
Whether you have a large or small company, simple or complex organizational structure, Adaptive is well suited for any organization in any industry. It is great for budgeting, planning, multiple-scenario planning, reporting and forecasting.

Workday Adaptive Planning Feature Ratings

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