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Workday Adaptive Planning

4.5
(190)

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Enterprise planning software for agile budgeting & reporting

(43)

Workday Adaptive Planning Pricing, Features, Reviews and Alternatives

Workday Adaptive Planning FAQs

Q. Who are the typical users of Workday Adaptive Planning?

Workday Adaptive Planning has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

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Q. What languages does Workday Adaptive Planning support?

Workday Adaptive Planning supports the following languages:
English, French, German, Japanese, Portuguese, Spanish

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Q. Does Workday Adaptive Planning support mobile devices?

Workday Adaptive Planning supports the following devices:
iPhone

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Q. Does Workday Adaptive Planning offer an API?

Yes, Workday Adaptive Planning has an API available for use.

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Q. What other apps does Workday Adaptive Planning integrate with?

Workday Adaptive Planning integrates with the following applications:
Sage Intacct, Dynamics 365, NetSuite, Salesforce Sales Cloud, Microsoft 365, Oracle Cloud Financials, Microsoft Excel

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Q. What level of support does Workday Adaptive Planning offer?

Workday Adaptive Planning offers the following support options:
FAQs/Forum, Phone Support, Email/Help Desk, Chat, Knowledge Base

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Workday Adaptive Planning product overview

What is Workday Adaptive Planning?

Workday Adaptive Planning, formerly Adaptive Insights, is a cloud-based enterprise planning software, which offers tools to help businesses collaboratively plan using tools for modeling, budgeting & forecasting. It offers features including balance sheets, expense tracking, workforce modeling, and more. Workday Adaptive Planning helps people in companies collaborate, gain insights, and make smarter decisions using powerful modeling and analytics. The cloud-native planning and analytics applications enable organizations of all sizes to adapt to a changing world and shifting business conditions with confidence and agility.

Key benefits of using Workday Adaptive Planning

• Workday supports enterprise teams with financial planning and analytics software that helps effectively align demand for services with funding.

• With automatic consolidation and data integration, as well as a streamlined system for financial statements and models, businesses can spend their time and money on the most valuable opportunities.

• Workday Adaptive Planning also enables users to drive better business decisions with a centralized application that automatically integrates plan data and actuals from GL tools as well as other transactional systems such as HCM and CRM.

• With built-in, real-time workflow, Workday Adaptive Planning enables managers to maintain visibility and stay up-to-date with the latest business data and metrics. Teams will be better equipped to proactively manage change as you're able to model outcomes and what-if scenarios, and make more informed decisions based on the latest data.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Phone Support
Email/Help Desk
Chat
Knowledge Base

Training options

Webinars
In Person
Documentation
Live Online
Videos

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Workday Adaptive Planning features

Functionality

4.4

/5

190

Total features

121

22 categories

Most valued features by users

Activity Dashboard
Third Party Integrations
Reporting & Statistics
API
Reporting/Analytics
Data Import/Export
Alerts/Notifications
Customizable Reports

Workday Adaptive Planning users reviews

Overall Rating

4.5

/5

190

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.49/10
Rating distribution

5

4

3

2

1

104

77

9

0

0

Pros
Strong, secure environment - clearly developed with an appreciation of how to treat company sensitive data. Appropriate security levels are easily established and maintained.
Having never used it before, I was amazed at the ease of use. In addition to serving as a data repository for 10+ years of information, the variance analysis reporting is fantastic.
I feel the printing capabilities can be improved, along with the clarity of the printing itself. The customer service on this product is outstanding.
Cons
This lack of functionality makes our work a bit confusing sometimes.
Our adaptive administrator sometimes struggles with the data integration from netsuite in some instances.
Implementation is costly and seems cumbersome.
BG
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Ben G.

Consumer Goods, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great software to project us into the next level of strategic finance.

Reviewed 7 years ago

Overall, Adaptive Insights has been a great software to work with. AI has increased the FP&A departments productivity during month end close and review by multiple days.

Pros

- The software is a cloud based, so you will have access anywhere you have the internet. - No more “this worksheet is locked by another user” message. - Imports and Exports to/from excel seamlessly…for those of you that like to work out of excel. - Dashboard capabilities for more real time department metrics and visibility to spend. - Rolling forecasting capabilities that allow us as a company to focus more on the future and less on the past. - Instant Company budget/forecast results. - Audit trails…never have to worry who, what, or when someone changed a number you budgeted or forecasted. All changes will be tracked. - Company-wide visibility to Personnel and Capex planning that drives the cost of benefits, IT equipment, and supplies.

Cons

- Software enhancements are only every 4 to 5 months. - Levels (Organization Departments) can be restricting to planning across multiple departments - Noting variances in a report can be tricky at times.

MS
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Michael S.

Oil & Energy, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Awesome product for a great value. Takes budgeting and forecasting to a new level.

Reviewed 6 years ago

There are several benefits from using this software. The biggest benefit is that once your initial model is built you get stability compared to doing your forecast in spreadsheets. When we used spreadsheets most of our time was spent making sure formulas were correct and that there were no bust in the model. With Adaptive, you have confidence that once you test your formulas you can add/takeaway/and...

Pros

The product if very adaptable. We recently went through a sell process where we were sold by a public company to a private equity firm and back to a public company within a two and half year period. Adaptive was very key to providing the analysis and financial information required for the sell process. While with the private equity firm we changed to a fiscal year but they required us to report both fiscal and calendar year numbers. We also had to push the various EBITDA adjustments back into the financial statements for comparative purposes. I also like the customer service and the fact that Adaptive pushes out a couple of major releases each year to add new functionality requested by the user community.

Cons

No cons were added to this review

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Chirantan M.

Financial Services, 5,001-10,000 employees

Used monthly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Powerful but quite a decadent interface

Reviewed 4 years ago

Quite effective but very sloppy interface for getting financials. The design is decades old and seems frustratingly under developed. The reporting is there but it does not have advanced functionality that you would expect from such a pricey product.

Pros

Powerful - allows you to create custom reports, filter by various parameters, create different views Reliable - Stable and does not crash Light - Able to work through web interface which makes it a breeze even on thin clients Compatible - with most browsers and does not have hangups

Cons

Interface - looks like 2 generations old. Very barebones and non intuitive GUI - the design is extremely sloppy - and requires you to know your way through. Lack of advanced functionality

AR
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Verified reviewer

Apparel & Fashion, 10,001+ employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Best financial tool on the market in my opinion

Reviewed 7 years ago

I use Adaptive as a replacement for excel in some aspects of my job. I mainly use it as month end communication to send out financial status reports pertaining to actuals vs budget vs forecast. Adaptive Discovery is one tool I utilize to aid in visualizing data in multiple ways through the use of graphs, gauges, pie charts, tables, and many more.

Pros

Allows so many different ways to breakdown data. Great customer support. The respond quickly and are very knowledgeable. Easy to manage users with different access levels. Adaptive is always working to enhance or update features. The platform develops continuously, which is great for the large user base. Hosts free webinars every so often. Can be accessed from anywhere as long as you have internet access.

Cons

The learning curve is steep, it takes a lot of time to really get comfortable with the platform. Not a lot of video tutorials. The terminology can be confusing sometimes. Adaptive is open to technical/programming suggestions but often take time to be enacted. You sometimes have to wait for the next release to get the issue resolved.

EK
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Evan K.

Retail, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Great product for your business

Reviewed 3 years ago

I have complete control over my data using this software.

Pros

Workday makes it super easy to manage all aspects of my job from scheduling to time off and payment elections and tax withholdings anywhere at anytime.

Cons

The task workflow process seems a bit drawn out and unclear for some things. There are a lot of options that still appear even if not enabled by the administrators.

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