Easy to use and integrates with Epic. It helps us review the current way we are doing things to make it an easier more efficient process.

At first it was confusing to navigate the site.

I love the ability to send an application to a client that is tailored to their organization. It is great to be able to make certain questions required.

There was not a lot of training when it was first implemented. Therefore, the first two months was just trail and error.

It was helpful and saved us time an money with sending applications and forms by mail.

Although I've only used the technology a handful of times it has been great. The training received when I expressed that i needed a bit more help was awesome.

I wished the software was compatible with internet explorer & Microsoft edge. Some of my clients do not know what browser they are using & this gets confusing for them.

The idea of this program is great, the ease of apps being able to share information will make a step in our process more efficient and effective.

My experience with Indio has been good. Easy to use, love to have the documents stored year after year, etc.

But once someone syncs it removes them. But I feel this is the best product on the market and it will get better if they listen to the users.

It has been a very easy transition for me. I love the ability to complete apps on line and save information. The only obstacle has been educating my clients.

The Applications are clean and precise and very presentable. Overall, this is a wonderful product to help us prepare for our Account Renewals.

It is a bit confusing when our clients go to sign one of our documents. It is confusing and it can appear that they have completed the document before it was actually signed.

Indio is a great Software to use with great customer service.

I also love that information rolls over to the following term, keeping record of signed applications. It is user friendly for our clients, which in turns makes doing business simple and easy.

The service and support team has been outstanding.

We have been thrilled with the way in which Indio has modernized and streamlined our Commercial Renewal Process.

The ease of use and integration of our customers information when filling certain apps.

It was super easy to use. I was an absolute skeptic - didn't want to learn new tricks but here I am in love with the ease of using this.

The renewal process can be a very in-depth and disruptive process for our insureds.

Indio is pretty easy to use and figure out. Helps me save time and the clients must like it because they are responding pretty quickly.

Client access capabilities are great, our clients love being able to view the documents we upload.

Customer Service and Implementation teams have been wonderful with training and support.

Overall, it has been a good experience, but wish it was better to make up for the overall cost for the services.

I like the ease of use as well as the simplicity of it from the insured's point of view.

I love the ease of doing business. I find this user friendly to use.

Perhaps there are some guidelines they are following on this, but it seems a bit odd and to me.

Ease of use and fast integration at out agency.

My only complaint is that we didn't implement this sooner.

I love the ease of uploading documents and then customers can come back and upload their own. It's like a little database of client information all in one place.

It is very easy to Pick up and the integration was easy to understand.

I have found that Indio is very user friendly. I have received very positive feedback from my clients, with how easy it is to navigate the website.

This lack of functionality makes our work a bit confusing sometimes.

Decent software tool, but could use greater reporting capabilities.

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.

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.

The user-friendly interface, customization, regular updates and wealth of support and information. Reporting is also easy to use and very powerful.

Powerful - allows you to create custom reports, filter by various parameters, create different views. Reliable - Stable and does not crash.

I really like the documentation of set up the integration and it was really helpful.

It is also important that all data are in one place and don’t require much effort for their processing and analysis.

They're responsive and treat their customers great. Their customer support is one of the best I've ever worked with.

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.

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

Excellent tool for forecasting, budgeting and reporting.

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.

Adaptive Insight is an amazing software which comes with a lot of features integrated to it.

The customer service from Adaptive is also very receptive and helpful. They are very attentive to your needs and have good follow up.

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

The tool does a good job of replacing excel for critical business planning functions like forecasting.

It has great reporting functionality and great help desk that's always quick to respond and help out with any issues you might be having.

I like how it is clean and user friendly. I like how it helps you build a driver-based forecasting model that helps inhibit accountability.

Easy to navigate and use. Process for uploading and downloading are nice and simple.

We deployed AP over 3 years ago and it has been a great experience. The software is powerful yet useable and enables you to more easily integrate tactical and strategic planning.

Cons: sometimes pages take too long to load, which is frustrating to users. But otherwise there are few complaints.

I love the ease of creating a budget and the ability to quickly create a new forecast.

Easy way to up data, collect information, and make adjustments to benefits and pay structure. Easy to communicate with people involved.

About the cons: Demand a lot of time (trial & error) the process of creating the model and their formulation.

GUI - the design is extremely sloppy - and requires you to know your way through. Lack of advanced functionality.

So far this does a great jobs with projections and actual for accounting.

Have an implementation plan and review it offend.

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.

US Dollar

Indio is a cloud-based property and casualty insurance agency (P&C) solution, which helps manage and streamline insurance application and renewal processes. The platform comes with a form engine, which lets firms display conditional questions to gain client responses on specific fields. 


Key features of Indio include notes creation, automated data population, digital signature, file import and data security. Clients can leave notes for agents on unsure questions or share forms with different departments to collaborate on relevant fields by adding multiple contacts on the platform. Additionally, it allows users to upload and store all insurance documents and files in a secure digital repository.


Indio enables clients to create, edit and manage schedule workbooks and import or export them for future reference. Pricing is available on request and support is provided online.






LongDescription

Access Controls/Permissions

Data Storage Management

Activity Tracking

Digital Signature

SSL Security

Customer Database

Customer Portal

Property & Casualty

Data Import/Export

Self Service Portal

Contact Management

Broker/Agent Portal

Client Portal

Forms Management

Customizable Branding

Customizable Forms

Document Management

Web browser (OS agnostic)

Contact Indio Technologies for pricing details.

Email/Help Desk

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Indio

In Person

Live Online

Webinars

Documentation

Workday Adaptive Planning is the only native-cloud planning solution that empowers finance to configure sophisticated, driver-based models with ease, analyze unlimited scenarios on the fly, and use AI and machine learning (ML) to create predictive forecasts and gain enhanced insights.

With Workday Adaptive Planning, FP&A teams can create budgets and forecasts with more speed, flexibility, collaboration, and accuracy. And with unlimited scenario analysis backed by machine learning, you can deliver fast answers to complex questions and gain real-time insights.

Our powerful planning platform has a purpose-built integration framework that helps organizations adapt and perform at scale, without compromise. And our interactive dashboards and reports ensure that everyone on your team can access richer, timely insights in just a simple click.
 
Workday Adaptive Planning is a proven cloud vendor with over 6,300 customers. Our platform delivers the scale and performance required by world’s largest enterprises to create virtually unlimited versions, dimensions, and drivers to drive flexible, insightful plans.

Partner with us today to achieve next-level FP&A and drive confident decisions faster than ever. 


Real-Time Analytics

Forecasting

Committee Management

Idea Management

Performance Management

Customizable Reports

Dues Management

Visual Discovery

Progress Tracking

General Ledger

Real-Time Monitoring

OLAP

Bank Reconciliation

Financial Analysis

Social Media Management

Ad hoc Reporting

Scenario Planning

Single Sign On

For Nonprofits

Strategic Planning

Competitive Analysis

Relational Display

Scheduled/Automated Reports

Calendar Management

Collaboration Tools

Member Database

Sales Trend Analysis

Accounting

Graphical Data Presentation

Consolidation/Roll-Up

Audit Trail

Version Control

Multi-Currency

Statistical Analysis

Profitability Analysis

Planning Tools

Sales Reports

Dashboard Creation

Real Time Data

Performance Metrics

Historical Reporting

Grant Management

Scorecards

Dynamic Modeling

Multi-Department/Project

Membership Management

Self-Service Reporting

Data Connectors

Trend/Problem Indicators

Multi-Company

Fundraising Management

Benchmarking

Roadmapping

KPI Monitoring

Workflow Management

Project Accounting

Real-Time Updates

Key Performance Indicators

Budgeting/Forecasting

Expense Management

Visual Analytics

Activity Dashboard

Reporting & Statistics

Predictive Analytics

Data Visualization

Multiple Data Sources

Modeling & Simulation

Volunteer Management

Accounts Payable

Event Management

Cash Management

Fund Accounting

Correlation Analysis

Dashboard

Expense Tracking

Income & Balance Sheet

Asset Lifecycle Management

Goal Setting/Tracking

"What If" Scenarios

Reporting/Analytics

Monitoring

Accounts Receivable

Payroll Management

Customizable Dashboard

Donation Tracking

Ad hoc Analysis

Business Process Control

Drag & Drop

Exception Reporting

Purchasing & Receiving

Task Progress Tracking

Donor Management

Task Management

Sales Forecasting

Financial Reporting

Workday Adaptive Planning products are licensed on a simple subscription basis. The pricing model is based on base price plus user seats. Contact Workday for more information.

Indio vs Workday Adaptive Planning

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