Item: Workday Adaptive Planning
Rating: 9
Author: DHAIRAY AHUJA

Use Cases and Deployment Scope

Workday adaptive planning helps manage business of all sizes by providing analytical insights, forecasts and reports that help take business decisions with ease. It does not depend on shifting business needs or use of legacy software's and provides help in complex planning. One can track EBITA, growth, performance and other key performance metrics and is easy to integrate with CRM, ERP and BI solutions.

Pros and Cons

It helps create dynamic plans for finances, operations and various functional units in an organization all under one platform
It helps in scenario modeling to help analyze various business events and report by any number of business dimensions including channel, customer or product
It can be integrated with any system including ERP, BI or CRM

For complex KPI, it takes times in case the dataset is huge and can lead to business disruptions if not done in real time
It cannot be shared with new individuals or stakeholders who were not initially added to a particular plan
Plans cannot be shared easily over mail and require third party integrations

Return on Investment

it is easier to take critical business decisions in the organization and respond to stakeholder early
migration of resources like cloud, servers or operating system or migrations does not lead to impact on platform
helps calculates complex metrics requires for financial and resource planning

Workday Adaptive Planning Data Driven

Yes, it has provides a more streamlined and automated approach to business processes as it ensures structured planning, sharing of deep business critical insights. It allows various financial and non-financial users to collaborate and be involved in planning process, support operations and sales team by helping control their models, processes, dashboard and reporting.

Usability

It is very intuitive, does not require any formal training and is easy to use for any new user. It allows dashboard style view of all metrics and pivot tables to add or remove any metric. One can create new custom metrics and do not need to add any code for it and automatically get it calculated through AI and ML algorithms. Overall, its usability is well defined and easy.

Alternatives Considered

Agile Hive - SAFe in Jira and ClickUp

Workday provides adaptive and intuitive planning that does not has disruptions when there is any change in system or migrations of servers, users or systems. Workday integrates with CRM, ERP and other database engines to source data and provides insights that can be exported to other documents. It provides real time insights by brining together operations, financial planning and workforce planning.

Key Insights

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

Other Software Used

Microsoft Teams, Tableau Desktop, Metallic Office 365 Backup & Recovery, Cisco Jabber, FileZilla, Cisco AnyConnect

Likelihood to Recommend

It can be best suited in scenarios which require multi dimensional modelling and reporting and more simpler and granular metrics need to be tracked. It also helps assess various what if scenarios to evaluate scope of business opportunities and help stakeholders take business decisions. One can create plans aligned with various organizational and business unit goals by collaborating with all kinds of department and users in organization.

Great way to actively plan business processes and analyze all data across business units

Overall Satisfaction with Workday Adaptive Planning