Adaptive Insights, a Workday company Review 109 of 154
Adaptive Insights, a Workday company Review: "Adaptive Insights" Insights, a Workday companyUnspecified8.6218101
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May 23, 2016

Adaptive Insights, a Workday company Review: "Adaptive Insights"

Score 10 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Adaptive Suite

We were tasked to automate our budget and planning process. A cross functional group decided on Adaptive and we use it for our budget forecasting and reporting throughout our company. Adaptive has exceeded our expectations and continues to meet our requirements.
  • Ease of implementation
  • Ease of use
  • Easily maintained
  • Cutting edge
  • Improves accuracy and timeliness of the planning process
  • We are happy with our selection
  • We achieved our planned ROI
  • Continues to add value to our organization
  • We continue to improve our use of the software features
  • SAP
We used a hybrid system part manual and part SAP which was slow and error prone. We implemented Adaptive and resolved these issues.

Adaptive Insights, a Workday company Feature Ratings

Long-term financial planning
Financial budgeting
Scenario modeling
Management reporting
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
Financial Statement Reporting
Management Reporting
Excel-based Reporting
Automated board and financial reporting
XBRL support for regulatory filing
Not Rated
Personalized dashboards
Color-coded scorecards
Cost and profitability analysis
Key Performance Indicator setting
Benchmarking with external data
Not Rated
Flat file integration
Excel data integration
Direct links to 3rd-party data sources

Using Adaptive Suite

Users and Roles

55 - All functions in the company

Support Headcount Required

5 - Detailed oriented and attentive

Business Processes Supported

  • Budget
  • Forecasting
  • Reporting
  • Strategic Planning

Innovative Uses

  • Uploading bill of materials
  • Automating our processes
  • Automating our reporting

Future Planned Uses

  • We have expanded our use of Adaptive every year
  • Adding instances
  • Adding functionality

Likelihood to Renew

We are extremely satisfied with Adaptive.

Evaluating Adaptive Suite and Competitors

Products Replaced

No - Adaptive was a new purchase for our company which replaced a hybrid manual and SAP budgeting process. Adaptive provided accuracy improvement along with workflow which we did not have with our previous process. As part of our MBO process we were challenged to automate and improve our antiquated budget process. Adaptive provided a solution that was easily implemented and adopted by management and is an important tool for our business.

Key Differentiators

  • Price
  • Product Features
  • Product Usability
  • Analyst Reports
We needed to make sure our solution met our needs and Adaptive nailed it. Price value and functionality from Adaptive and the commitment from Adaptive during the implementation provided assurance and confidence that we made the right decision.

Evaluation Lessons Learned

No we would still choose Adaptive and would not change anything. We did our due diligence reviewing various third party providers along with in house solutions and improving our existing budget and planning process. When the dust settled we decided on Adaptive and are very satisfied with our decision.

Adaptive Suite Implementation


Our implementation was non eventful and we were very satisfied with the overall experience.

Implementation Details / Implementation Partner

  • Professional services company
Our implementation was outsourced and the brought in house by Adaptive to assure we were implemented on time and within budget.

Implementation Phases

No - We went live in two months and had to restart our implementation process separating our model into two instances. We had one phase to our implementation focusing on the P&L then the balance sheet.

Change Management Lessons

Change management was minimal - Not applicable to our implementation

Implementation Issues

  • System response
  • Unfamiliar with manufacturing
  • Our business requirements

Adaptive Suite Training

Training Types Used

  • Self-taught

Ease of Adaptive Insights, a Workday company Training

This depends on the level of talent in the finance organization. We are a small group of experienced analysts with higher than average computer skills, so this approach was really effective for us. Adaptive is very intuitive and easy to learn and implement. Recommending this requires knowledge of the staff and implementation group.

Configuring Adaptive Suite

Product Configurability

If you can do it in Excel you can do it in Adaptive.

UI Customization

No - we have not done any customization to the interface - NA

Extensibility and Customization

Yes - we have added extensive custom code - Most of our formulas are custom and we were able to work with Adaptive to achieve the desired results.

Adaptive Suite Support


We are happy with their support and product development road map. Adaptive is the leader and provides a cutting edge solution for the planning process with continual updates that are implemented and work without issues.

Adaptive Insights, a Workday company Customer Support Pros and Cons

Quick Resolution
Good followup
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support cares about my success
Quick Initial Response

Premium Support

Yes - If it's needed to satisfy our requirements and we can not figure out a solution by ourselves we would pay for premium support. The main reason is due to our past experiences with Adaptive's support and the solutions that were provided. We have established mutually beneficial relationship that provides continual process improvements to our model.

Bug Resolution

Yes - During our implementation and when we are improving our model we found and reported issues with the software and they were well received and acted upon immediately and the fix was implemented.Adaptive listens to it's customers and users at every level.

Exceptional Examples of Adaptive Insights, a Workday company Support

When we were implementing we experienced slow system response and Adaptive got the engineers involved and resolved our issues at their expense. Their commitment during our implementation exceeded our expectations. They didn't sell us prior to our purchase, they sold us during the implementation and many times afterwards when we looked to improve our model.

Using Adaptive Suite


We are very satisfied with Adaptive

Usability Pros and Cons

Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
Lots to learn

Easy Tasks

  • Reporting
  • Sheet design
  • Workflow

Difficult Tasks

  • Until you learn it formulas can a little difficult

Mobile Interface Availability and Impressions

Yes - Very well

Adaptive Suite Reliability


Adaptive is the leader and is very progressive with the product improvements that they provide.

Reliability and Availability

We have not experienced issues when we are accessing the system.


Adaptive is very scalable and we haven't experienced any negative issues.

Integrating Adaptive Suite

Ease of Integration

We import and export data with relative ease.

Types of Integration

  • File import/export

Relationship with Adaptive Insights

Pre-Sale Experience


Post-Sale Experience


Upgrading Adaptive Suite

Upgrade Process

Yes - Every time we improved our model we were extremely pleased with the process and support from Adaptive.

Future Edition Upgrade Plans

Migrating Between Editions