Workday Adaptive Planning Review
March 28, 2024

Workday Adaptive Planning Review

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

Overall Satisfaction with Workday Adaptive Planning

We use Workday Adaptive Planning mostly for our monthly and annual P/L planning. Recently, we started using model sheets for Capex cash spend tracking. Workday has helped with version control which is crucial with over 50+ users.
  • Version Control
  • Import of transactions and importing data is straight forward and fast. Split accounts also allow user to improve accuracy.
  • Admin has control over design and layout of sheets instead of IT.
  • Text field from spilt accounts does not migrate into office connect. For example: Capex account: Capacity, free text field: 4 fork lifts, Timespan: April, Total: $160k. Officeconnect can only show Account, Timespan and Total. IE Capacity, April, $160k.
  • Scenario can only merge to base version. Cannot merge into different version.
  • Definitely a time saver
  • Improves accuracy due to version control
We have reviewed the tools, it is still in infancy stage, not yet applicable to us until we better understand the capabilities.
Yes, we recently acquired a small number of plants and it was very easy to train new users and add new levels to the current version.
Every new user I've trained has expressed how easy it is to learn how to use the tool.

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

Scalability, multiple levels can allow multiple users to access sheets. Security is hard to manage. For example, if we want some users to have access to certain sheets only, not able to set this up.