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Adaptive Insights implementation
November 24, 2015

Adaptive Insights implementation

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

Overall Satisfaction with Adaptive Suite

Adaptive Suite is being used across the company by approximately 80 budget owners. It allows our company to make real time changes to our budget so that all budget managers can see the impact.
  • Real time changes.
  • No need to distribute countless Excel budget templates to budget owners.
  • All budget owners are able to view supporting information to their budget values.
  • I still find Discovery hard to understand.
  • We have learned a lot about saving reports to our personal folders but a few got lost along the way.
Adaptive Suit allows you to be as involved as you want to be. People are able to implement Adaptive Suite with little or no consulting for smaller companies. Larger companies may utilize consultants but as a user, it is easy to make changes along the way.
We are still working through our connector implementation to our ERP system. However, importing flat files with year to date general ledger data for the current year as well as the prior two years has been very simple.
We love how easy it is to make changes in our budgets and budget managers are immediately able to see the changes.
I think it is important to understand the budget owners and their likeliness to go into a software and make changes. It is also very important to understand your chart of accounts and company structure. Adaptive Suite allows for multiple levels and workflow and this can be very helpful during the set up phase.

Workday Adaptive Planning Feature Ratings

7.8
Long-term financial planning
9
Financial budgeting
9
Forecasting
7
Scenario modeling
7
Management reporting
7
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
6.3
Financial Statement Reporting
8
Management Reporting
4
Excel-based Reporting
7
Automated board and financial reporting
Not Rated
XBRL support for regulatory filing
Not Rated
7.0
Personalized dashboards
6
Color-coded scorecards
7
KPIs
7
Cost and profitability analysis
8
Key Performance Indicator setting
7
Benchmarking with external data
7
9.0
Flat file integration
9
Excel data integration
9
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

Using Adaptive Suite

Operations managers, manufacturing managers, cost accountant, human resources
2 - they have both attended Adaptive Suite training and attended various Adaptive Suite webinars.
  • We would like to get budget owners to view Adaptive Suite on their phones in the future.
  • We are planning to roll out reporting in 2016.
  • Budgeting
  • Financial reporting
  • Dashboards