Workday Adaptive Planning

Software voor bedrijfsplanning voor agile budgettering en rapportage

Totaalscore

4,5 /5
(186)
Prijs-kwaliteitverhouding
4,4/5
Functies
4,3/5
Gebruiksgemak
4,2/5
Klantenondersteuning
4,4/5
Sorteren op

186 reviews

Evan
Totaalscore
  • Sector: Detailhandel
  • Bedrijfsgrootte: 1.001-5.000 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 7.0 /10

Great product for your business

Beoordeeld op 7-1-2021

I have complete control over my data using this software.

Pluspunten

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.

Minpunten

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.

Michael
Totaalscore
  • Sector: Olie en energie
  • Bedrijfsgrootte: 201-500 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

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

Beoordeeld op 1-5-2017

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 modify data and your calculations will work. The other benefit is that if you have a champion and insist that new data be loaded as soon as possible you always have a good/latest view of what the company expects. By doing this forecasting becomes built into your processes and not the annual/quarterly drag that the organization dislikes. Information is kept in a nice concise format that is easy to read.

Pluspunten

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.

Chirantan
Totaalscore
  • Sector: Financiële dienstverlening
  • Bedrijfsgrootte: 5.001-10.000 werknemers
  • Maandelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Gebruiksgemak
  • Waarschijnlijkheid van aanbeveling 6.0 /10

Powerful but quite a decadent interface

Beoordeeld op 12-9-2019

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.

Pluspunten

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

Minpunten

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

Nick
Totaalscore
  • Sector: Gezondheid, wellness en fitness
  • Bedrijfsgrootte: 1.001-5.000 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

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

Beoordeeld op 1-8-2017

Pluspunten

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.

Minpunten

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.

Geverifieerde reviewer
Totaalscore
  • Sector: Kleding en mode
  • Bedrijfsgrootte: 10.000+ werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 9.0 /10

Best financial tool on the market in my opinion

Beoordeeld op 2-10-2016

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.

Pluspunten

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.

Minpunten

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.

Chris
Totaalscore
  • Sector: Financiële dienstverlening
  • Bedrijfsgrootte: 501-1.000 werknemers
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning

Adaptive Planning Has Saved Us Thousands of Hours

Beoordeeld op 24-2-2016

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.

Pluspunten

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.

Minpunten

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.

Geverifieerde reviewer
Totaalscore
  • Sector: Informatietechnologie en -diensten
  • Bedrijfsgrootte: 5.001-10.000 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Gebruiksgemak
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Best planning tool I have used!

Beoordeeld op 14-8-2019

Pluspunten

I loved the user experience as a whole. The interface feels very modern and as easy to use.

Minpunten

I wish it had more functionalities to easily do project level budgeting.

Geverifieerde reviewer
Totaalscore
  • Sector: Afdrukken en drukwerk
  • Bedrijfsgrootte: 201-500 werknemers
  • Dagelijks 6-12 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 9.0 /10

Great product!

Beoordeeld op 19-9-2016

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.

Pluspunten

Ease of implementation and use.

Minpunten

Still developing some modules, need time to improve

Sarah
Totaalscore
  • Sector: Milieudiensten
  • Bedrijfsgrootte: 51-200 werknemers
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning

Wonderful experience with Adaptive so far

Beoordeeld op 11-3-2016

My company has rolled out Adaptive for our budgeting. It took quite a bit of time to build out al of our models. Our budget managers have responded very positively to Adaptive. We appreciate that we are no longer passing excel spreadsheets back and forth. One budget manager even started that she is having the important budget conversations a month earlier than she used to. We are still working to develop our reporting in Adaptive.

Pluspunten

Various user groups can be built out to limit exposure to personnel information.

Minpunten

Certain sheets still use Java and this can slow things down.

Robert
Totaalscore
  • Bron van de reviewer

Totaalscore

  • Gebruiksgemak
  • Klantenondersteuning

Adaptive Discovery - A picture paints a thousand words!

Beoordeeld op 12-8-2014

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 which they can drill into and can see trends developing before their eyes. They can see at a glance if something is outside a control limit, needing their attention, or can see at a glance if things are within guidelines or reaching goals we have set. I would love to be able to be able to zoom in when differences are small by changing the scale settings on the axis'. I love this product! It is making my life easier!

Rob
Totaalscore
  • Bron van de reviewer

Totaalscore

  • Gebruiksgemak
  • Klantenondersteuning

Consistency and savings through use of Adaptive Planning

Beoordeeld op 4-3-2016

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 and forecasting cycles and helped us to standardize metrics, reporting and analysis. Through the use of multiple versions, we have the ability to compare plans, forecasts and actuals across the organization.

My only regret related to Adaptive Planning was the timing of our implementation. We started our implementation in late-July and finished in October, which coincided with our annual planning cycle. We survived, but I would not recommend this timeline!

Pros:
1) Implementation was relatively quick (even though we implemented during our annual planning cycle).
2) Affordability compared to other SAAS and on-site alternatives.
3) Flexibility allows us to mold portions of the product to our needs.
4) Customer support is excellent and timely.
5) Tool can be maintained by Finance; IT involvement is not required for installation or maintenance.
6) Ongoing product enhancements continue to improve this product.
7) Office Connect allows for creation of templates in Excel, Word and PowerPoint. Updating with current results is a simple refresh button-click.
8) Attributes and dimensions allow for unlimited slicing/dicing of organizational data.

Cons:
1) Only a single organization structure is currently available in a single-instance installation. This has caused some headaches, especially in the window of year-end close and progressing into a different organization structure in the new year. We have worked around this issue by utilizing level attributes to view our data in multiple structures.
2) The reporting side of the tool could be improved, including automating linkage to standard distribution/reporting platforms. For example, we use SharePoint for distribution of standard reports, but publishing reports from Adaptive to SharePoint is currently a manual process.

Carrie
Totaalscore
  • Sector: Hoger onderwijs
  • Bedrijfsgrootte: 1.001-5.000 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 8.0 /10

Improved Reporting

Beoordeeld op 26-10-2016

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.

Pluspunten

The System is easy to use, developer friendly and customizable

Minpunten

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.

Geverifieerde reviewer
Totaalscore
  • Sector: Sport
  • Bedrijfsgrootte: 11-50 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 4.0 /10

Great product, great customer service, lousy delivery on promises and too expensive

Beoordeeld op 24-6-2021

After a recent meeting I wrote notes: Workday works with large (>500 employee) organizations these days. They are treating us like a small fish. Makes me wonder how strategic more small non-profits like us matter to them. I think they are writing us off.

Nightmare roll-out with the implementation partner. We fired them. Adaptive consultants are good but too expensive. Not great at eliciting requirements or managing the project.

Pluspunten

FP&A core functionality is outstanding!!!

Minpunten

Visualization functionality is a kludge!

Gino
Totaalscore
  • Sector: Computersoftware
  • Bedrijfsgrootte: 51-200 werknemers
  • Dagelijks 1-5 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Time Saver

Beoordeeld op 5-10-2016

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 been nothing but a time saver. It pays for itself many times over on a monthly basis. Being a startup I am constantly running new spins and versions of the budget and there is no way I could run as many scenarios using just excel. Days worth of work are reduced to hours. Like I said, it pays for itself many times over. I currently run a static budget and forecast on a monthly basis. I also run a one year rolling forecast that I will easily roll into my 2017 budget at year end. I would not hesitate to recommend this product to any of my fellow finance professionals.

Pluspunten

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.

Minpunten

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.

Chris
Totaalscore
  • Bedrijfsgrootte: 201-500 werknemers
  • Dagelijks 1+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Gebruiksgemak
  • Waarschijnlijkheid van aanbeveling 9.0 /10

Great tool of value!

Beoordeeld op 28-2-2018

Pluspunten

User friendly and adaptable. Will help keep you organized and get the job done. Budgeting and forecasting creation was excellent. Helped with a focus on KPI's and benefitted from building dashboard. Great experience with customer service. Very friendly and quick to respond.

Minpunten

Set up took awhile. Slight learning curve. At times page loading slow. As a netsuite user I have had data integration issues. Adaptive did its job. No other complaints.

Michael
Totaalscore
  • Bedrijfsgrootte: 201-500 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 8.0 /10

Planning and forecasting made easy.

Beoordeeld op 13-2-2018

Pluspunten

The ease of creating forecast versions provides a quick way to develop multiple scenarios during the forecasting process.

Minpunten

The performance, in terms of responsiveness, in rendering of the sheets and reports, is quite slow. Also, setting up model account calculations, is not as easy.

Andrew
Totaalscore
  • Bron van de reviewer

Totaalscore

  • Gebruiksgemak
  • Klantenondersteuning

My experience with Adaptive

Beoordeeld op 12-10-2014

Adaptive is a great business platform for budgeting, collaboration, and report generation. In my company it is my job to provide managers with useful tools to help with different aspects of business unique to their functional area.

The pros of Adaptive:
1) Brings departments together by providing one platform to easily manage and control budgets.
2) Allows for a quicker budgeting process.
3) Different access levels allow top managers to control what different departments can see.
4) Can store years and years of data all of which can be easily accessed.
5) Can be accessed from anywhere in the world with internet connection.
6) Reports can easily be created. Depending on the complexity and type of report, reports can be customized and suited to the needs of the user. Some report types are interactive, different scenarios/results can be presented depending on the user's selections.

The cons of Adaptive:
1) It takes a little long to get used to.
2) Creating formulas and rolling them out can be very challenging. (A lot of trial and error)
3) Reading through the tutorials can be time consuming. I wish they had more practice videos.

Overall, Adaptive is an awesome business platform. Once you get the hang of it you really begin to enjoy it. It allows you to create so much, the amount of reports that can be generated is endless. Furthermore, you can easily upload data and track budgets. This is a great tool for managers especially those with large budgets and variable costs.

Elizabeth
Totaalscore
  • Sector: Bouw
  • Bedrijfsgrootte: 1.001-5.000 werknemers
  • Dagelijks 1+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Adaptive Insights Planning Review

Beoordeeld op 12-10-2016

We started using AI about a year ago to get away from excel modeling and planning. AI has allowed us to created a driver-based model, implement rolling forecasts, and involve content owners from all departments in the planning process! This tool is awesome! Easy to use, easy to maintain, and the customer support is unparalled!

Pluspunten

User friendly, cheap, good customer support

Minpunten

Somewhat limited functionality in areas, but they are constantly releasing new updates with added functionality and other improvements

Sandra
Totaalscore
  • Sector: Nutsbedrijven
  • Bedrijfsgrootte: 51-200 werknemers
  • Dagelijks 1+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Flexible, User Friendly Software

Beoordeeld op 12-4-2017

Our Finance team switched to Adaptive Planning from another software that was very inflexible and required both outside consultants and house IT staff on a regular basis. Adaptive Planning was a very smooth implementation. It allows great flexibility in your planning models without the heavy reliance on consultants and IT. The ad hoc reporting and additional benefit of Office Connect have been very valuable in our planning processes.

Pluspunten

Flexible, cloud based, user friendly

Eutiquio
Totaalscore
  • Sector: Outsourcing/Offshoring
  • Bedrijfsgrootte: 51-200 werknemers
  • Dagelijks 1+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Gebruiksgemak
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Reliable and easy to use tool for data business planning

Beoordeeld op 11-7-2022

Pluspunten

It has easy-to-use features that are good for reporting, planning, and data visualization.

Minpunten

The only that I don't like with this software is that it freezes and crashes on my computer. But I think I need upgrades on my computer. Overall, the software is good.

Flavio
Totaalscore
  • Sector: Fabricage van elektrische/elektronische producten
  • Bedrijfsgrootte: 51-200 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 9.0 /10

Good product ignore you are a serious user.

Beoordeeld op 23-2-2017

Extremely flexible planning and reporting tool. Requires good knowledgeable about (I) the business, (ii) company's finance and accounting practices and (iii) ERP and ancillary systems.

Amy
Totaalscore
  • Sector: Outsourcing/Offshoring
  • Bedrijfsgrootte: 51-200 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Very Flexible

Beoordeeld op 4-10-2016

We love the many options and flexibility that we have with Adaptive. Everyone that we have worked with has been awesome!

Pluspunten

Flexibility

Matthew
Totaalscore
  • Sector: Computersoftware
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Easy-to-use, finance owned, superior to Excel. This must be reviewed.

Beoordeeld op 15-8-2016

Pluspunten

It is easy-to-use so we don't need any expensive technical people to maintain it. Our management and finance team own the entire solution. It is also very scalable from small organisations to large multinational multi-billion dollar revenue organisations. Scalable in the context of - price, performance, functionality and integration.

Minpunten

A few months ago I would have said the reliance on Java, but that has now been removed. It's happy days for us Adaptive customers.

Frank
Totaalscore
  • Sector: Verzekeringen
  • Bedrijfsgrootte: 501-1.000 werknemers
  • Dagelijks 6-12 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 8.0 /10

Adaptive is overall a great tool. I'd like to see the UI improved to be more on par with new...

Beoordeeld op 1-5-2017

Makes my job a lot easier. I was able to distil the core KPIs of my business and report on those instead of simple reporting top-line and bottom-line without strong data behind these numbers

Pluspunten

Good versioning and flexibility
Import/Export is simple
Easy to collaborate
Nice customization options

Minpunten

User interface is frustrating and dated
Lack of simple undo
Cell history should save information from prior versions

Dan
Totaalscore
  • Bedrijfsgrootte: 11-50 werknemers
  • Anders 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Awesome tool for budgeting and forecasting. We don't even maximize the product and still love...

Beoordeeld op 7-5-2018

The ability to ditch Excel for our annual budget process

Pluspunten

The ability to track payroll, depreciation, and other "sheets" to roll up in the data. Also, we load actuals from our G/L to help with forecasting. Overall, an awesome product.

Minpunten

Not to much to say here, but there are some complex formulas that need to be written at times. Need to be very careful the data is pulling from the proper sheets when creating a new version(s).