Workday Adaptive Planning

RATING:

4.5

(198)

About Workday Adaptive Planning

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 ...

Workday Adaptive Planning Pricing

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.

Free trial: 

Available

Free version: 

Not Available

Workday Adaptive Planning revenue targets
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Workday Adaptive Planning Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Workday Adaptive Planning

1 - 5 of 191 Reviews

Robert

Verified reviewer

Hospital & Health Care, 10,000+ employees

Used less than 2 years

Review Source: GetApp

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

Reviewed March 2016

Adaptive provides meaningful insight into our financial data!

Using Adaptive is a great experience! It's easy to learn, and once you try it, you will love it. I can forecast monthly , quarterly or whenever I like. Because my operational metrics, which drive our revenues and expenses, are also in Adaptive, I feel we get closer to our actual's each month. We have simplified our monthly reporting process from 6 days, to about an hour and a half. That extra time can be used to analyze the data, which is much more rewarding than ticking and tying numbers to a report. Our dashboard is solid and tells a story for our leaders. I love it!

PROS

Ease of use Speed (refreshing and processing) Automatic load of our financial data using a connector Office Connect - an excel add in that allows me to run my financials in an instant Adaptive Insights support personnel are amazing! I get a call back very quickly if I have a problem, and I don't feel like I'm being rushed when I ask other questions

CONS

The sheets, which display our data across time, would be fantastic if I could add a YTD column anywhere I like. I would like to see my sheets display some simple graphs, which would allow me to display trends pictorially while reviewing with my customers.

Krystyna

Verified reviewer

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

Used daily for less than 2 years

Review Source: GetApp
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed January 2019

Adaptive Insights impresses even more than expected

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 base. It is also important that all data are in one place and don’t require much effort for their processing and analysis. Adaptive Insights is a multifunctional tool with a robust and well-thought-out suite of features. This application allows our employees to track finances, budgets, sales, resources, and labor contribution. With its help, our company’s managers are also able to collect divergent data, make various kinds of reports, build models, and make optimal business decisions.

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.

User Profile

John

Verified reviewer

Computer Software, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

2

FUNCTIONALITY

3

Reviewed February 2022

Sophisticated, but slow software

The actual forecast model is very nice, but I wish the software could be more user-friendly, and faster.

PROS

Adaptive Planning is very sophisticated. There are so many ways models can be created, and it supports so many different versions which I love. I can create a forecast for every single GL account for every different department of the company.

CONS

First, the software is very slow for a company at around 1000 size. If you make even a slight forecast/formula update, it can take 30mins to an hour before you can start using it again. Also, the formulas are very difficult to learn. The formula assistant feature definitely helps, but the way the formula is structured, it's almost impossible to use without the assistant.

Brad

Verified reviewer

Biotechnology, 51-200 employees

Used daily for less than 2 years

Review Source: GetApp

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2016

Outstanding Planning and Reporting Platform

We plan at a very granular level, and Adaptive's formulas and overall approach to modeling has made this tool a pleasure to work with. Like any new tool, it took our team a little bit of time (~3 months) of getting used to it, but this is simply a tool we can't live without now. In addition to the feature set, the customer support is outstanding. Very responsive to questions and highly knowledgeable on a variety of topics.

PROS

Feature set is very strong. Customer support is among the best in the industry. Highly responsive to detailed technical questions.

CONS

Like any new platform, it took our team a few months after go-live to really utilize the power of the tool, but now it simply a resource that we can't live without.

Chris

Verified reviewer

Financial Services, 501-1,000 employees

Used less than 2 years

Review Source: GetApp

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

Reviewed February 2016

Adaptive Planning Has Saved Us Thousands of Hours

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.