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.

Pros

  • Easy to import or export data
  • The levels, dimensions and attributes allow us to slice data in many different ways

Cons

  • 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

9.0
Long-term financial planning
9
Financial budgeting
9
Forecasting
9
Scenario modeling
10
Management reporting
8
9.0
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
9.0
Financial Statement Reporting
9
Management Reporting
9
Excel-based Reporting
9
Automated board and financial reporting
9
XBRL support for regulatory filing
Not Rated
9.3
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
8.0
Flat file integration
8
Excel data integration
8
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

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