Adaptive Insights
May 23, 2016

Adaptive Insights

Gary Sabulski | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

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.

Workday Adaptive Planning 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

55 - All functions in the company
5 - Detailed oriented and attentive
  • Budget
  • Forecasting
  • Reporting
  • Strategic Planning
  • Uploading bill of materials
  • Automating our processes
  • Automating our reporting
  • We have expanded our use of Adaptive every year
  • Adding instances
  • Adding functionality
We are extremely satisfied with Adaptive.

Evaluating Adaptive Suite and Competitors

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.
  • 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.
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.
  • Professional services company
Our implementation was outsourced and the brought in house by Adaptive to assure we were implemented on time and within budget.
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 was minimal - Not applicable to our implementation
  • System response
  • Unfamiliar with manufacturing
  • Our business requirements

Adaptive Suite 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

If you can do it in Excel you can do it in Adaptive.
No - we have not done any customization to the interface - NA
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.
Quick Resolution
Good followup
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support cares about my success
Quick Initial Response
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.
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.
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
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
Lots to learn
  • Reporting
  • Sheet design
  • Workflow
  • Until you learn it formulas can a little difficult

Adaptive Suite Reliability

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

We import and export data with relative ease.
  • File import/export

Relationship with Adaptive Insights

Upgrading Adaptive Suite

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