Excellent Planning and Analytics Tool.
February 07, 2024
Excellent Planning and Analytics Tool.
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Workday Adaptive Planning
We use Workday Adaptive Planning for our budgets and forecasts that end up back in Workday Finance. We also integrate Actuals from Workday Finance, HCM, and other software to create comprehensive analytics and reports.
- Better than Excel for multi-faceted planning.
- Allows real-time collaboration, analytics, and reporting.
- Gives power users the flexibility to create their own planning models.
- Allows integration of multiple different data sources.
- Web reports and sheets are not great for in-depth reporting, and require the use of the OfficeConnect for Excel plugin and, therefore, the use of Excel for extensive reporting capabilities.
- It has limited formula functionality in some instances, requiring again the use of OfficeConnect for Excel for extensive calculations.
- I would like to see new planning sheet types or upgrades to existing sheet types; functionality has been the same for over 10 years.
- Budgets take days instead of months to create.
- Constant forecasting was a possibility when it wasn't before.
- Drilling into the data and finding variances is much easier.
We are collaborating with multiple departments to automatically integrate their data into Adaptive to enhance our budgeting processes. This requires some process changes, but it lets the data owners know they are the source of the data in Adaptive instead of them wondering where we got their data from or why it may differ from what they see.
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?
No
Did implementation of Workday Adaptive Planning go as expected?
Yes
Would you buy Workday Adaptive Planning again?
Yes