Adaptive for Credit Unions
March 30, 2021
Adaptive for Credit Unions
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Workday Adaptive Planning
We use [Workday] Adaptive Planning for our yearly budget process and our monthly forecasting process. It allows our team great flexibility with both of these processes and has moved us out of the age of Excel and into a online Platform that helps eliminate data entry or formula errors. Not only can we report/forecast on GL balances we also have many custom accounts we do this process for as well. The ability to load detailed historical data is a great feature of this product as well.
- Quick ability to update formulas and see the updated outcomes
- Very nice to have ability to have multiple versions and compare them against each other
- Love Office Connect, total game changer for Excel users
- Need the ability to move items within Dashboards from tabs or even other Dashboards
- More graphing abilities within Dashboard
- Enhance Matrix Reporting
- Has given us the ability to move forward with our business venture with no hiccups
- Allows scenario modeling which is critical in strategic planning
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?
Yes
Did implementation of Workday Adaptive Planning go as expected?
Yes
Would you buy Workday Adaptive Planning again?
Yes