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Adaptive Planning is great! Very easy to use!
Updated September 26, 2019

Adaptive Planning is great! Very easy to use!

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

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

Workday Adaptive Planning Feature Ratings

9.2
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
6
7.6
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
7.5
Financial Statement Reporting
7
Management Reporting
7
Excel-based Reporting
8
Automated board and financial reporting
8
XBRL support for regulatory filing
Not Rated
8.0
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
Not Rated
Flat file integration
Not Rated
Excel data integration
Not Rated
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

Using Adaptive Insights

15 - Finance
7 - Finance skills, analytics, etc.
  • Planning
  • budgeting
  • reporting
  • headcount planning
  • revenue planning
They have been good to work with

Evaluating Adaptive Insights and Competitors

No - Excel, needed to mature
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation
Ease of use
Evaluate more products

Adaptive Insights Implementation

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
  • Don't know
Don't know
Not sure - I did not participate.
Not sure - I did not participate.
  • data integration
  • netsuite integration

Adaptive Insights Support

I haven't had to use it that much.
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
No - Can solve most problems by myself
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

It's usually really easy to use. I really like the product.
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
  • budgeting
  • formulas
  • filters
  • multi-dimensions
  • cube sheet