About 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.

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Supported Operating System(s):

Web browser (OS agnostic)

172 Reviews of Adaptive Planning

Average User Ratings

Overall

4.49 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(90)

90

4 stars

(74)

74

3 stars

(9)

9

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 172 results

September 2016

Ben

Verified Reviewer

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 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.

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

June 2021

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

2.0

Customer support

5.0

Functionality

4.0

June 2021

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

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.

Pros

FP&A core functionality is outstanding!!!

Cons

Visualization functionality is a kludge!

July 2020

Sameer from Resene Paints Ltd

Company Size: 1,001-5,000 employees

Industry: Chemicals

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

July 2020

Adaptive User

excellent tool for forecasting, budgeting and reporting

Pros

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.

Cons

to start with it is cloud based and very easy to begin with

Reasons for Switching to Adaptive Planning

Cost were less compared to what was we need at time of evaluation