





Overview






Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000About Workday Adaptive Planning
Workday Adaptive Planning, founded in 2003, provides a web-based system for budgeting, forecasting and reporting. The solution is suitable for a wide variety of company sizes. Delivered over the Web in a software-as-a-service (SaaS) model, Workday Adaptive Planning eliminates the need to purchase new hardware or software. The interface is designed similar to Excel, capitalizing on familiarity to speed up the training process.
Workday Adaptive Planning can serve the needs of many business sizes, including small companies, nonprofit organizations and companies with billions of dollars in revenue. The core Functionalities include budgeting and forecasting, reporting, dashboards, financial modeling and administration.
Workday Adaptive Planning serves the ...
Overview
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000Average User Ratings
Overall
Ease-of-use
4.0
Value for money
4.5
Customer support
4.5
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
September 2016
Ben
Time Used: More than 2 years
Review Source: GetApp
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
September 2016
Great Product
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.
July 2020
Jonny from Jolt
Company Size: 51-200 employees
Industry: Computer Software
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
5.0
Customer support
4.0
Functionality
4.0
July 2020
An FP&A Dream Tool
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.
Reasons for Choosing Workday Adaptive Planning
Previous positive experience with the product and one that I trust. Didn't see a reason to learn something new for the same price.
January 2021
Evan from Goodwill of Central and Northern Arizona
Company Size: 1,001-5,000 employees
Industry: Retail
Time Used: More than 2 years
Review Source: GetApp
Ease-of-use
4.0
Value for money
5.0
Customer support
4.0
Functionality
5.0
January 2021
Great product for your business
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.
February 2018
Lauren from appneta
Company Size: 51-200 employees
Industry: Computer Software
Time Used: Less than 2 years
Review Source
Ease-of-use
2.0
Value for money
4.0
Functionality
3.0
February 2018
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
January 2021
Lucas from Eventbrite
Company Size: 501-1,000 employees
Industry: Events Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Functionality
4.0
January 2021
Great integration for the Workday enviroment
It's a great tool for managing datasets via your browser. Downloading enormous datasets for changing only one or two things just to upload it all again it's a big pain that Adaptive saves you from.
Pros
Adaptive is the next best thing you can have when managing large sets of data right from your browser. Instead of having to download big spreadsheets, it can do the heavy lifting for you right from your browser. Tools like pivot tables are easy to do and feature-rich.
Cons
When dealing with very, very large datasets, it can take some time for processing each requested step in Adaptive, giving you sometimes a lengthy loading screen.