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Finance
January 09, 2022

Finance

Fidel Botchway | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Workday Adaptive Planning

I use Workday Adaptive Planning to track the budget and account for business expenses. From the time I started using Workday Adaptive Planning, I have become efficient at managing expenses in my team. Today we do not need to depend on accountants to provide department managers with monthly expense information for analysis and management [discussion].
  • Budget management
  • Expense tracking
  • Finance management
  • There should be a seamless integration between the accounting and the budget allocated.
  • It is has reduced the time it takes for us to build budget for the FY of the department.
  • It has a lot of features that requires a lot of time to learn.
Workday became our choice because it is fully web-based and easily integrates with other systems. The learning curve for Workday was shorter than that of Dynamics. The reporting tools in Workday are more user-friendly than that of Dynamics. However Workday did not have Check Printing tools which are available in Dynamics. The organization started a project to digitize all financial transactions so it was not a priority feature. When it comes to scaling up the functionalities of Workday it was much easier than Dynamics.

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?

I wasn't involved with the implementation phase

Would you buy Workday Adaptive Planning again?

Yes

Compassion as a Non Profit provides funds to partners for Child Support. Workday Adaptive Planning can help the Partner to Provide the expense information monthly so their fund allocation can be approved for disbursement. This way the Field Officers do not have to collect the data in excel for review and approval before loading it into the current system before disbursement is done.

Workday Adaptive Planning Feature Ratings

9.8
Long-term financial planning
9
Financial budgeting
10
Forecasting
10
Management reporting
10
9.8
Financial data consolidation
9
Journal entries and reports
10
Multi-currency management
10
Intercompany Eliminations
10
Detailed Audit Trails
10
10.0
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
10.0
Personalized dashboards
10
10.0
Flat file integration
10
Excel data integration
10
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 Workday Adaptive Planning

400 - They are people managers in Information Technology, Finance, and Accounting, who use Workday Adaptive to manage a budget.