Workday Adaptive Planning

Who Uses Workday Adaptive Planning?

Finance and FP&A teams who are still using spreadsheets for budgeting and forecasting, but need an affordable solution to solve for broken links, data integrity issues, and version control errors.

What Is Workday Adaptive Planning?

Elevate your budgeting, planning, and modeling with enterprise planning software. Familiar Excel-like sheets streamline the planning process and allow you to drill down into cell values in order to extract and share strategic insights. Configurable options and the ability to create custom calculations within your model give you the flexibility to adapt as your business grows and changes. Workday Adaptive Planning is positioned as a Leader in Gartner's 2019 Magic Quadrant for Cloud FP&A Solutions

Workday Adaptive Planning Details

Workday

https://www.workday.com/en-se/homepage.html

Founded 2005

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Workday Adaptive Planning pricing overview

Workday Adaptive Planning does not offer a free trial.


Free Trial

No

Workday Adaptive Planning deployment and support

Workday Adaptive Planning Features

Vendor has not completed this information.

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Workday Adaptive Planning Alternatives

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Workday Adaptive Planning Reviews

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Overall rating

4,5/5

Average score

Ease of Use 4,2
Customer Service 4,5
Features 4,4
Value for Money 4,4

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Ben B.
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 2016/09/15

"Great Product"

Comments: We are going into our third budget cycle using Adaptive and it has made our process much more efficient. Prior to using Adaptive we played budget ping pong, bouncing spreadsheets back and forth and then once we landed on a final version the Finance team consolidated the numbers. Adaptive is great because you can see the impact of a change to the consolidated budget in real time. This is a great software for the Finance team as well as the budget / business managers.

Pros: There are many great features including: audit trails, notes, role permissions and security, the ability to quickly create versions, great technical support, and it’s cloud based.

Cons: There is a report builder in Adaptive and it’s easy to use. However, I do feel like they have focused on making improvements in other areas and the reporting hasn’t made as much progress. I do think this is one area that could use some improvements.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 2016/09/15
Jonny L.
Sr. Analyst, FP&A
Computer Software, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    4 /5
  • Customer Support
    4 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020/07/08

"An FP&A Dream Tool"

Comments: I will always recommend Adaptive to FP&A professionals. Once you use it and truly understand it, I'm sure you will do the same. There is little wonder why they are a leader in the SaaS space.

Pros: A cloud-based tool that enables you to forecast and budget different scenarios. OfficeConnect (an add-on feature) allows you to create reports directly in Excel and increases overall team efficiency.

Cons: Setting up Adaptive Insights is a crucial, timely, and difficult process. However, the time you put into building your instance initially saves time and pays dividends in the future.

  • Reviewer Source 
  • Reviewed on 2020/07/08
Lauren S.
Accounting Supervisor
Computer Software, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    3 /5
  • Ease of Use
    2 /5
  • Features & Functionality
    3 /5
  • Customer Support
    Unrated
  • Value for Money
    4 /5
  • Likelihood to Recommend
    5/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2018/02/27

"Direct Integration with netsuite"

Pros: - direct integration with netsuite
-ease of use once established
-maintains various types of data including personnel information and financial reporting

Cons: - inability to run reporting on one entity (only runs in consolidation)
- inability to modify reports without creating a new report
- functionality to drill into detail is hit or miss

  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2018/02/27
Sameer V.
Systems Accountant
Chemicals, 1 001-5 000 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 2020/07/14

"Adaptive User"

Comments: excellent tool for forecasting, budgeting and reporting

Pros: Very easy to use and set up as well, also easy to able to be deployed across the business and user training required is minimal.

Cons: to start with it is cloud based and very easy to begin with

  • Reviewer Source 
  • Reviewed on 2020/07/14
Krystyna L.
Quality Assurance Manager
Information Technology & Services, 1 001-5 000 Employees
Used the Software for: 1+ year
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support
    3 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 2019/01/30

"Adaptive Insights impresses even more than expected"

Pros: Our employees were used to working with Excel spreadsheets. We considered such an approach not completely effective, so our choice turned next to Adaptive Insights. There are no restrictions on the size of the documents. This program is synchronized with other applications, including such important for us solutions like SAP and Oracle. We like the high accuracy of the reports we can create on the tool’s base. It is also important that all data are in one place and don’t require much effort for their processing and analysis. Adaptive Insights is a multifunctional tool with a robust and well-thought-out suite of features. This application allows our employees to track finances, budgets, sales, resources, and labor contribution. With its help, our company’s managers are also able to collect divergent data, make various kinds of reports, build models, and make optimal business decisions.

Cons: It would be better if Adaptive Insights had an opportunity to filter for specific months while working with spreadsheets. This lack of functionality makes our work a bit confusing sometimes. We wouldn’t mind adding more advanced features to the planning tools as well. We believe it would behoove this product if it had several tutorial videos on how to use it to the full extent. Even though we find this tool user-friendly, it doesn’t mean at all that it is so for every company.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 2019/01/30