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Workday Adaptive Planning Logo

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Enterprise planning software for agile budgeting & reporting

(43)

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Workday Adaptive Planning Features

Features Summary

Functionality

4.4

/5

202

Total features

133

26 categories

Workday Adaptive Planning features

"What If" Scenarios
AI/Machine Learning
API
Access Controls/Permissions
Accounting
Accounts Payable
Accounts Receivable
Activity Dashboard

Common features of Accounting software

API
Access Controls/Permissions
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Approval Process Control
Audit Management

Price starts from

ic-pricetag

No pricing info

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.4

/5

202

Price starts from

ic-pricetag

No pricing info

Total Features

133

Unique features

  • Dues Management

  • API

  • Dynamic Modeling

  • Fundraising Management

Functionality

4.4

/5

20.2K

Price starts from

1922

Per year

Total Features

201

Features in Common

43

Unique features

  • Client Management

  • Aging Tracking

  • Client Portal

  • Contingency Billing

Functionality

4.7

/5

3K

Price starts from

50

/user

Per month

Total Features

65

Features in Common

21

Unique features

  • For CPA Firms

  • Approval Process Control

  • For Tax Practices

  • QuickBooks Integration

Common Workday Adaptive Planning comparisons

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Workday Adaptive PlanningvsXero
Workday Adaptive Planning logo
Sage Intacct logo
Workday Adaptive PlanningvsSage Intacct
Workday Adaptive Planning logo
Syft Analytics logo
Workday Adaptive PlanningvsSyft Analytics

Reviewers who mentioned features said:

KL
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Krystyna L.

Information Technology and Services, 1,001-5,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Adaptive Insights impresses even more than expected

Reviewed 5 years ago
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...

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.

LS
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Lauren S.

Computer Software, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Direct Integration with netsuite

Reviewed 6 years ago
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

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 8 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.

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 4 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.

CS
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Chris S.

Financial Services, 501-1,000 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Adaptive Planning Has Saved Us Thousands of Hours

Reviewed 8 years ago

Have been using Adaptive Planning since 2012 for two different companies. The software has steadily improved to handle most of the complexities of our business. The user interface is intuitive and the way it integrates actuals from our accounting software with various versions of forecasts and budgets is a huge timesaver. On top of that, data can be easily accessed through reports or an Office add in.

Pros

The best things about Adaptive Planning are its ability to integrate actuals and budgets/forecasts, its reporting capabilities, the fact that it's cloud based, and the ability to create complex financial models to track and report on business in a dynamic fashion.

Cons

The only issue our company has with Adaptive Planning is that our business model is very complex and hard to duplicate in the Adaptive model. That is not Adaptive's fault, but more so in the implementation and due to ever changing and more complex expectations from management.

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Przemek P.

Information Technology and Services, 10,001+ 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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Workday for company data management

Reviewed a year ago

Overall I am satisfied because Workday gave me all that I wanted to have in relation to my personal data or company data. Even thought it was hard at start to navigate and find my self in the tool but after some time it is a pure pressure to work with Workday data.

Pros

We have all data related to our job in one place where we can work with them and put them to analysis.

Cons

The navigation is sometimes hard especially when the dashboard have a lot of information.

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Verified reviewer

Printing, 201-500 employees

Used daily for 6-12 months

Review source

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

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Great product!

Reviewed 8 years ago

It has simplified our work quite a bit. We are no longer dependent on our previous excel-based reporting tools. Creating and modifying reports have become a very process.

Pros

Ease of implementation and use.

Cons

Still developing some modules, need time to improve

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Robert S.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Adaptive Discovery - A picture paints a thousand words!

Reviewed 10 years ago

Adaptive Discovery is changing the way we communicate finances to our leadership. They have traditionally received their monthly reports containing scads of numbers. I could see their eye's glaze over at times and they often asked, "so is this good or bad", or, how does this compare with such and such a month, or how does this number compare across the other stores? Now, they have a visual representation...

Pros

No pros were added to this review

Cons

No cons were added to this review

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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 8 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.

RG
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Rob G.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Consistency and savings through use of Adaptive Planning

Reviewed 8 years ago

When I started in my role as Manager of FP&A with an agricultural inputs company, one of my first tasks was to move our planning and forecasting processes away from Excel workbooks. Trying to manage P&L's for 200+ retail locations and departments, combined with nearly 2,000 employees, during a high-growth period proved to be challenging, to say the least. Adaptive Planning has streamlined our planning...

Pros

No pros were added to this review

Cons

No cons were added to this review

CC
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Carrie C.

Higher Education, 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 recommend8/10

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Improved Reporting

Reviewed 8 years ago

Our Budgeting and Forecast process has significantly improved and can be identified through the additional value added to each of our departments through customized, timely, accurate and flexible reporting. Additionally our Financial Analysts (system end users) have increased their capacity to provide more in-depth timely analysis to the organization and their support department especially with the drill down capabilities and customizing reports.

Pros

The System is easy to use, developer friendly and customizable

Cons

Reporting functionality within the system could be enhanced. We currently use templates created in excel to house formating or additional formulas that are not available in Adaptive but are requried for our reporting.

SF
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Steven F.

Nonprofit Organization Management, 501-1,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Adaptive Planning eval

Reviewed 8 years ago

We use Adaptive Planning as our primary Budgeting and Forecasting system. Many of the functions are intuitive, but requires some time to get comfortable with the many functions that are available. I would not recommend the native reports, as they are difficult to generate quickly and easily without formal training. But their Office Connect add on tool is a nice enhancement to have to generate more custom reporting and also provides some degree of automation once the linked cells are set up properly.

Pros

The software behaves like a specialized version of Excel, however is limited in other areas that requires data to be exported into Excel to analyze more extensively.

Cons

The native reporting is not that easy to use, would prefer better canned reporting functionality.

GC
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Gino C.

Computer Software, 51-200 employees

Used daily for less than 6 months

Review source

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

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Time Saver

Reviewed 8 years ago

Although it takes some dedicated time and experience to set this product up I would say it is the top time saving piece of software I have ever used. I was able to setup our company plan with limited assistance from Adaptive. The assistance I did receive was top notch and always available with short advance notice. I opted to use a Adaptive consultant and deal with her on the phone. The product has...

Pros

Easy to run scenarios. Copy the forecast and make changes as necessary. Reporting is a breeze and no problems to do all kinds of variance analysis.

Cons

It's complicated to get up and running. You need a dedicated resource to take the time to learn the product. I would say my biggest issue is the weak help manuals.

gp
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georgeta p.

Hospital & Health Care, 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 recommend9/10

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flow and transparency for FP&A

Reviewed 7 years ago

I've been using Adaptive since 2011, and I am fully satisfied with the Adaptive suit. Every year they are improving and developing the suit of services and product. I might be biased but the ease of use of the platform is really what's important for me. The flow and transparency of the data is equally important. I don't think I could be as good as I am when it comes to FP&A and reporting if it wasn't for using Adaptive.

Pros

everything- ease of use

Cons

none

JR
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Justin R.

Outsourcing/Offshoring, 5,001-10,000 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great tool for budgeting

Reviewed 2 years ago

An excellent tool for budgeting once you have put in the time to learn to use it, you always have the feeling there is more to the software than you know how to use.

Pros

It is super flexible, allowing the user to enter costs by category, department/dimension/cost centre and easily switch between views. You can write little formula to budget by run rate, uplift by a percentage or similar to prior year phasing. You just need to learn a few rules.

Cons

It does not interface well with Workday itself, there was no way I could import staff basic salary into AP from Workday by department and employee for instance.

MF
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Mike F.

Education Management, 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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Best Planning Tool Period

Reviewed 8 years ago

We chose Adaptive over competitors because it's in the cloud, it's customizable, and the price was right. It has improved every aspect of the FP&A function within our company. Our budgeting cycles are shorter, our data is more reliable, and analysis and reporting are more real time.

Pros

Easy user adoption. Customizable. Reporting is sophisticated but not complicated.

Cons

N/A

SA
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Sandy A.

Insurance, 1,001-5,000 employees

Used daily for 1-2 years

Review source

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

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Adaptive is a must-have for any FP&A department!

Reviewed 7 years ago

FP&A responsibilities - specifically budgeting and forecasting but also building out models and creating new versions for our analysts to use.

Pros

It has made our budgeting and forecasting process much better. We save so much time with our forecasts, which allow us to spend more time updating them meaningfully every month.

Cons

I would love to see Adaptive connect with Salesforce behind the scenes. At the moment we have to reconcile the variances between the two manually monthly.

MR
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Maria R.

501-1,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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If you are looking to move away from spreadsheets and have one source for your financial data and reporting data, I highly suggest looking into Adaptive Planning.

Reviewed 6 years ago
Pros

It has all the features you would expect in your financial tool and they are constantly upgrading and adding addiitonal features. Customer support has been excellent and they actually seem to care about their customers.

Cons

Reporting functionality within the system could be enhanced. The native reporting is not that easy to use, would prefer better canned reporting functionality.

JC
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Jarred C.

Architecture & Planning, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great Analytics Software

Reviewed 6 years ago

I would recommend this product hands down over the competitors.

Pros

Full-featured software with all the bells and whistles. It has unlimited flexibility in reporting and analysis options. The reporting features are extremely easy to use, and they can be customized and shared with ease.

Cons

Requires a lot of training to use, but it's worth it in the long run. The software is expensive, and it does require assistance with implementation since there is so much to do to get it up and running.

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Verified reviewer

Computer Software, 201-500 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Adaptive Insights

Reviewed 8 years ago

I use adaptive planning for corporate budgeting and long term forecasting. It is a great tool that is very flexible. Being able to build the financial model in a collaborative, team based manner instead of in numerous different excel models is a much better process.

Pros

[1] Version comparison is easy for variance analysis [2] Adaptive office connect is a very useful excel based reporting tool [3] Flexible system based planning and scenario analysis accelerates planning cycles and reduces data integrity issues

Cons

The biggest issue that i have run into is the way actuals flow into locked plan versions. If you have a formula in a locled plan version that references actuals and you change the actuals data, then it will change you plan numbers even though the period is locked.

TB
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Tim B.

Computer Software, 1,001-5,000 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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I love using Adaptive compared to the other systems I've used

Reviewed 6 years ago

It is a great system and the company is putting a lot of work into the product.

Pros

I like how it is easy to use and that they thought of the things that we really need to do our job. It looks good and works.

Cons

They have an excel add in you can use and I love it. I allows you to use excel to pull data from the system and make your own reports. However, there are sometimes glitches so that's annoying.

DR
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Dominic R.

Health, Wellness and Fitness, 201-500 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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Adaptive Review

Reviewed a year ago

It was good. I will definitely work on Adaptive again in the future.

Pros

The architecture is really good. The ability to save the data and propagate it throughout the system was a plus. Additionally, the dimensions in reports and seeing differences between the dimensions were very useful.

Cons

The personnel and TBH list were in two different model lists. It is preferred if the employees, titles, etc were dimensions s nice that is the largest expense of our business. The reports by the employee and by account were difficult to use.

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 7 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

JL
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Jonny L.

Computer Software, 51-200 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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An FP&A Dream Tool

Reviewed 4 years ago

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.

NC
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Nick C.

Health, Wellness and Fitness, 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 recommend10/10

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Adaptive has created a tool that is easy to use and provides value almost instantly.

Reviewed 7 years ago
Pros

I love the ease of creating a budget and the ability to quickly create a new forecast. Adaptive has created a formula wizard that is similar to excel, which makes it easy for excel based planners to easily adapt. Adaptive also has an excel interface for reporting, OfficeConnect which makes reporting even easier. They have also created an upload feature to easily maintain your hierarchy, dimensions and attributes. For a company as large as ours it makes the maintenance of the system easier. Since Adaptive is Cloud based there is no sharing excel files. I can work with anyone in my organization from anywhere and we are all able to access the same file. Since everything is housed in Adaptive we are able to collaborate easier and make better decisions.

Cons

There is always room for improvement and Adaptive is always listening to its customers. There are some features that make reporting a little clunky, rollups. They recently updated the reporting tool within Adaptive, but it doesn't seem as user friendly as the older version. Hopefully over time it will be easier to use.