Adaptive Suite is the Go to Solution for Ease of Use and Flexability
January 17, 2018

Adaptive Suite is the Go to Solution for Ease of Use and Flexability

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

Overall Satisfaction with Adaptive Suite

Adaptive is very intuitive and easy to use and requires no involvement from my local IT team. As a non-programmer, I am able to administer the system and create reports, integrations, versions, and security myself.
Our organization uses Adaptive Suite across the whole organization, for budgeting and forecasting, as well as reporting. We have created a full P&L and balance sheet, and detailed revenue and expense models for planning. Our company also uses Office Connect as well as Discovery and Adaptive Integration.

Adaptive Planning allows our organization to plan a full, detailed, bottoms up budget once a year and easily make updates during quarterly forecasting. We are able to quickly view our key metrics and trends and make decisions faster and more accurately. Multiple users are able to access the system at one time and tight SOX controls allow us the flexibility in setting up security access.
  • Adaptive is easy to use. As a finance professional, I do not want to build reports using SQL or other data mining methods. The easy 'drag and drop' is very intuitive and fast that I can get the data I need, by myself, in minutes.
  • Adaptive Planning is very flexible. I am able to bring many types of models into my instance and use complex formulas to retrieve and calculate data.
  • Adaptive is intuitive for first time users. We have a variety of users with limited knowledge of Finance and I believe that they are able to understand and use the system with little formal training.
  • The Discovery module has had many enhancements recently and is improving all of the time, however I do think there is still room to grow. Some of the 'basic' types of charts take a bit of time to design in the way I want to view them. Some of the defaults are not as flexible as I would desire.
  • I would like access to more training, on a more regular basis. A lot of the user training is offered only a few times per year in person.
  • When our company began using Adaptive for reporting needs, we were able to generate detailed P&Ls for over 100 sites in a matter of minutes, versus the days it used to take us to produce this level of reporting.
  • Our management and board reports used to take weeks to build and print. We are now able to update our monthly package in just an hour or two.
Adaptive Suite has definitely improved the data quality and accuracy of our reporting. Since the human element of sharing spreadsheets has gone away, reports are both faster and more accurate. The intuitive dashboards as well as the ability to create ad hoc reports on the fly is a definite advantage to my analysis.
Adaptive Suite has allowed me to spend more time analyzing our financial results as opposed to creating the reporting. Our dashboards are still a work in progress but I expect even greater strategic information to be garnered using Discovery.
Adaptive is much more flexible and easier to use than most other systems I have used in the past.
Adaptive Suite is well suited for the dissemination of information across a geographically diverse company. The information is available real-time and from most browsers.

Workday Adaptive Planning Feature Ratings

Long-term financial planning
8
Financial budgeting
9
Forecasting
9
Scenario modeling
9
Management reporting
9
Financial Statement Reporting
8
Management Reporting
9
Excel-based Reporting
8
Automated board and financial reporting
9
Personalized dashboards
8
Color-coded scorecards
8
KPIs
9
Cost and profitability analysis
9
Key Performance Indicator setting
9
Benchmarking with external data
8
Flat file integration
8
Excel data integration
9
Direct links to 3rd-party data sources
9