Choosing Workday Adaptive Insights for Reporting and Planning.
May 30, 2024

Choosing Workday Adaptive Insights for Reporting and Planning.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Workday Adaptive Planning

We use Adaptive Planning as our primary source of reporting for Managerial Expenses. Intacct remains our source for GAAP reporting. We chose Adaptive because it addressed security gaps that Intacct couldn't address directly. We had to create multiple versions of each report so that wage data was not visible outside any department. The bonus to choosing Adaptive was that it provided a Forecasting/Budgeting tool we did not have.

Pros

  • Easy HTML reporting.
  • Ability for Excel formatted reporting via Office Connect.

Cons

  • The ability to leverage the full functionality of Adaptive requires a higher level of SQL queries not possessed by admin staff.
  • Saved time allowing managers to access data real time.
  • Ability for long range planning not previously available.
We previously relied on Excel spreadsheets for planning. Adaptive allows collaboration across the company, real-time changes to models, and immediate review of change impacts.
Very easy to use. The only issue is the frequent updates to the add-in.

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

It provides a great basis for managers to estimate future expenses. Users can easily set up and populate sheets.

Workday Adaptive Planning Feature Ratings

Long-term financial planning
6
Financial budgeting
7
Forecasting
6
Scenario modeling
5
Management reporting
8
Detailed Audit Trails
3
Financial Statement Reporting
5
Management Reporting
8
Excel-based Reporting
8
Personalized dashboards
6
Color-coded scorecards
6
KPIs
6
Cost and profitability analysis
6
Key Performance Indicator setting
6
Flat file integration
7
Excel data integration
7
Direct links to 3rd-party data sources
8

Comments

More Reviews of Workday Adaptive Planning