TrustRadius
Adaptive Planning is great! Very easy to use!
https://www.trustradius.com/corporate-performance-management-cpmAdaptive Insights, a Workday companyUnspecified8.5219101
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Updated October 01, 2018

Adaptive Planning is great! Very easy to use!

Score 10 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Adaptive Insights

It is being used across the whole organization. It helps gets everyone on the same page and see where we can spend money in the future.
  • Does active planning really well
  • Efficient
  • Ease of use
  • Better integration with Excel
  • Formula builder
  • Comparing versions
  • More efficient
  • Time savings
I haven't done any reviews of others so I can't recommend or compare.
In a finance setting

Adaptive Insights, a Workday company Feature Ratings

Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
6
Financial data consolidation
8
Journal entries and reports
7
Multi-currency management
6
Intercompany Eliminations
8
Minority Ownership
8
Local and consolidated reporting
8
Detailed Audit Trails
8
Financial Statement Reporting
7
Management Reporting
7
Excel-based Reporting
8
Automated board and financial reporting
8
XBRL support for regulatory filing
Not Rated
Personalized dashboards
8
Color-coded scorecards
Not Rated
KPIs
8
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
Benchmarking with external data
Not Rated
Flat file integration
Not Rated
Excel data integration
Not Rated
Direct links to 3rd-party data sources
Not Rated

Using Adaptive Insights

Users and Roles

15 - Finance

Support Headcount Required

7 - Finance skills, analytics, etc.

Business Processes Supported

  • Planning
  • budgeting
  • reporting

Innovative Uses

  • headcount planning

Future Planned Uses

  • revenue planning

Likelihood to Renew

9
They have been good to work with

Evaluating Adaptive Insights and Competitors

Products Replaced

No - Excel, needed to mature

Key Differentiators

  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation
Ease of use

Evaluation Lessons Learned

Evaluate more products

Adaptive Insights Implementation

Implementation

8
I did not implement it so I don't know. I know it can be tricky with your ERP system so make sure you get that right

Implementation Details / Implementation Partner

  • Don't know
Don't know

Implementation Phases

Not sure - I did not participate.

Change Management Lessons

Not sure - I did not participate.

Implementation Issues

  • data integration
  • netsuite integration

Adaptive Insights Support

Support

7
I haven't had to use it that much.

Adaptive Insights, a Workday company Customer Support Pros and Cons

ProsCons
Quick Resolution
Knowledgeable team
Kept well informed
Immediate help available
Support cares about my success
Poor followup
Problems left unsolved
Escalation required
Need to explain problems multiple times
Slow Initial Response

Premium Support

No - Can solve most problems by myself

Bug Resolution

Exceptional Examples of Adaptive Insights, a Workday company Support

Whenever I need to refresh the sandbox they jump on it and have been great. They have also helped with our integrations.

Using Adaptive Insights

Usability

8
It's usually really easy to use. I really like the product.

Usability Pros and Cons

ProsCons
Like to use
Easy to use
Well integrated
Quick to learn
Feel confident using
Unnecessarily complex
Requires technical support
Inconsistent
Cumbersome
Lots to learn

Easy Tasks

  • budgeting
  • formulas
  • filters

Difficult Tasks

  • multi-dimensions
  • cube sheet

Mobile Interface Availability and Impressions