Easy to use - very user friendly
November 05, 2020

Easy to use - very user friendly

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

Overall Satisfaction with Workday Adaptive Planning

The Adaptive Planning tool is been used by FP&A department & sales - FP&A use it for budgeting and forecasting purpose - Sales use to for QAM purpose.
It addresses mostly all the problems related to Headcount & other spend - like capacity planning, Allocations, productivity, retention, etc.

Pros

  • Versioning/scenario analysis - It is so easy to run scenario analysis and compare live the changes - And one can preserve the data for different scenarios and can compare any number of version against each other in minutes.
  • Formulae creation is so easy - everyone can work on Adaptive as it's more or less Excel - creating new accounts and writing formulas has never been this easy.
  • Very user friendly - It's very straightforward.

Cons

  • Actuals - if the company restate the actuals - and if that version is overly in the locked version - it changes the locked version id we updated the new actuals - It would be great if there is some way to preserve the forecast version without creating a new actual version.
  • The audit trail for the forecast changes - if that can be added it will be great.
  • Personnel sheet filters - it's very time consuming that we have to make the change and save it every time- before when we use the filter we use to get to that row/cell and still could see full sheet & were able to save after doing bunch of changes but this new way makes it mandatory to save after every change, very time consuming.
  • It's been mostly positive - Analysis of cost run rate and trending become real easy giving business a view and understanding where it's headed and any cost elimination and additions become easy.

Do you think Workday Adaptive Planning delivers good value for the price?

Yes

Are you happy with Workday Adaptive Planning's feature set?

Yes

Did Workday Adaptive Planning live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Workday Adaptive Planning go as expected?

Yes

Would you buy Workday Adaptive Planning again?

Yes

It's very user friendly - you don't need certification to understand how Adaptive works which in turn increases its usability.
It's been always good - they respond very quick within 24 hours and if something is urgent they respond very quickly.
It's very easy as an administrator to use Adaptive.
It's very well suited for almost any company - because it's like Excel you can create any model you like - the only caveat is you should know what you want very clearly - it's very dynamic.
The only place I would say it need work is the restatement of actuals - it changes any locked version using actuals as the overlay.

Workday Adaptive Planning Feature Ratings

8.8
Long-term financial planning
8
Financial budgeting
9
Forecasting
9
Scenario modeling
9
Management reporting
9
8.3
Financial data consolidation
9
Journal entries and reports
9
Multi-currency management
9
Intercompany Eliminations
9
Minority Ownership
9
Local and consolidated reporting
9
Detailed Audit Trails
4
9.0
Financial Statement Reporting
9
Management Reporting
9
Excel-based Reporting
9
Automated board and financial reporting
9
XBRL support for regulatory filing
Not Rated
9.0
Personalized dashboards
9
Color-coded scorecards
9
KPIs
9
Cost and profitability analysis
9
Key Performance Indicator setting
9
Benchmarking with external data
Not Rated
8.5
Flat file integration
9
Excel data integration
8
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

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