Item: Workday Adaptive Planning
Rating: 9
Author: Brian Macias

Usability

If you are creating sheets on your own, learning the formulas and logic might take some time. Easy to use once it has been implemented.

Use Cases and Deployment Scope

Adaptive is used across the entire organization. We use it for budgeting forecasting, reporting and grant planning.

Pros and Cons

Easy to roll-up financials for every level of the organization - makes consolidating, planning and reporting faster and easier to produce.
Drill-down capabilities in sheets and in reports allows non-finance users to review and verify GL detail.
Familiar, easy-to-use functionality and navigation for non-fiance users.

We scrapped Discovery (dashboarding) a few years ago because it was not as customizable as we had hoped and a bit hard to use and navigate. I hear however that there have been significant updates since.

Return on Investment

Reduced budgeting and forecasting cycles
Faster and improved month-end reporting
Easier, manageable long-term financial modeling

Reporting

Improved visibility & quality of financial data across the organization.
Faster reporting cycles.
Faster analysis.

Adaptive has allowed us to move away from spreadsheets and onto a single platform where users across our organization can engage, enter, and review financial information. We use Adaptive for revenue planning, personnel planning, expense planning, grant planning and monthly reporting. Cycle times for annual budgeting, monthly forecasting and monthly reporting have been significantly reduced with Adaptive.

Adaptive Review

Overall Satisfaction with Adaptive Suite

Usability

Use Cases and Deployment Scope

Pros and Cons

Return on Investment

Reporting

Likelihood to Recommend

Workday Adaptive Planning Feature Ratings