Workday Adaptive Planning Reviews

4.5
Overall rating
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4.5
Overall rating
Reviews
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User Reviews Overview

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...

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Feature ratings

Value for Money
4.4
Functionality
4.4
Ease of Use
4.2
Customer Support
4.5

Browse Workday Adaptive Planning Reviews

210 of 210 reviews
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Michael
Michael
  • Industry: Computer Software
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
3
Customer Support
3

3
Reviewed on 27/05/2024

Excellent Reporting, Planning and Analysis Tool

Takes some time to learn but once you do, it's very useful and allows for efficient workflow.

Pros

It does everything and FP&A team could ever wish for.

Cons

It takes quite some time and training to learn how to use.

Dominic
  • Industry: Health, Wellness & Fitness
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
3
Customer Support
4

4
Reviewed on 11/07/2023

Adaptive Review

It was good. I will definitely work on Adaptive again in the future.

Pros

The architecture is really good. The ability to save the data and propagate it throughout the system was a plus. Additionally, the dimensions in reports and seeing differences between the dimensions were very useful.

Cons

The personnel and TBH list were in two different model lists. It is preferred if the employees, titles, etc were dimensions s nice that is the largest expense of our business. The reports by the employee and by account were difficult to use.

Alternatives Considered

Planful

Reasons for Switching to Workday Adaptive Planning

We switched from Adaptive Planning at the end of last year to today. Currently, HeartFlow uses Planful for budgeting and forecasting. Planful's architecture is not as good. Saving information sometimes requires additional steps for WFP or reporting.
Abdullah
  • Industry: Civil Engineering
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 06/11/2024

Workday Review

Pros

A very good corporation management website.

Cons

I had used workday and i don't seem to have any problems.

Top Workday Adaptive Planning Alternatives

Aaron
  • Industry: Consumer Goods
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 01/09/2024

Workday Adaptive Planning is a must for growing organizations!

Absolutely love workday adaptive planning, has taken our financial and budget capabilities to a whole new level!

Pros

Workday allowed us to do all of our financial planning in one central hub. We can easily budget, generate financial statements, and run many different what if versions for all revenue and budget scenarios. Super user friendly for all planning options!

Cons

It was slightly tough to implement and get things started in the system, just very different than other financial planning tools I’ve worked with. Once you get it implemented, everything is smooth sailing!

Alternatives Considered

NetSuite

Reasons for Choosing Workday Adaptive Planning

Prophix has limited capabilities for our organization, struggled with doing multiple versions, and had too many breakdowns where the system was not usable

Switched From

Prophix

Reasons for Switching to Workday Adaptive Planning

It fit our budget and capability needs the best
Margarita
Margarita
  • Industry: Accounting
  • Company size: 501–1,000 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
3
Functionality
4
Ease of Use
3
Customer Support
3

4
Reviewed on 20/05/2024

Great budgeting and forecasting solution

Pros

Seems like it is built similar to the excel spreadsheet model where you can really make it anything you need.

Cons

Requires more training at the front end compared to other more robust (and expensive) systems. Doesn't seem to have two-way communication with Sage Intacct with regard to real time data pulls.

Kelly
  • Industry: Real Estate
  • Company size: 1,001–5,000 Employees
  • Used Monthly for 2+ years
  • Review Source
Value for Money
0
Functionality
3
Ease of Use
1
Customer Support
0

2
Reviewed on 21/03/2024

Not great on lower level user side

I don't love it, but eventually got the hang of it. We use it for budgeting, and it's not the easiest to understand or plug things in. For team members that are new to the process in general, it makes it worse than it needs to be, which isn't my favorite. I hope it has better benefits for other team members though.

Pros

It looks nice, and it theoretically should have capability to use data year over year. That would be nice, for the future.

Cons

It's hard to use, understand, navigate, and figure out what is going on. For an onsite team member doing data entry, it's just way harder than it should be in my opinion.

Kalonishay
  • Industry: Pharmaceuticals
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 19/08/2024

Workday use

Very easy to use and search up things and submit hours as well.

Pros

Easy to access and navigate and easy for other coworkers

Cons

I have nothing bad to say about workday its very easy for me to use

Ashkan
  • Industry: Accounting
  • Company size: 10,000+ Employees
  • Used Monthly for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
4

4
Reviewed on 24/09/2024

Workday planning

Pros

I liked its very helpful ui system and its various options regarding companies Intregation

Cons

Its password protection. It can be change to receive otp

Verified Reviewer
  • Industry: Information Technology & Services
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
4
Customer Support
0

5
Reviewed on 30/08/2024

Effective business tool

Pros

It has good functionality and more affordable compared to similar products.

Cons

User experience interface can be developed a bit more.

Julie
  • Industry: Nonprofit Organization Management
  • Company size: Self Employed
  • Used Monthly for 1-5 months
  • Review Source
Value for Money
3
Functionality
4
Ease of Use
2
Customer Support
5

5
Reviewed on 03/11/2024

Excellent insight

Offers training qnd education on the System, see, you can't really get lost even tho it seems like alot they help you along the way. Many benefits within the platform cloud based excellent insights backed by your own data takes away the financial guess work gives hard driven facts

Pros

Being able to generate reports.Also I liked the monthly and quarterly budgets.scenario plans the use of AI

Cons

Takes time to learn but backed with help . It can be a lil difficult but once honed in worth the investment

Brandon
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
0
Functionality
4
Ease of Use
5
Customer Support
0

4
Reviewed on 03/11/2023

AP Clerk

Pros

Very easy to use. User friendly reports.

Cons

I guess it was expensive. We didn't have it for very long.

Verified Reviewer
  • Industry: Sports
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
2
Functionality
4
Ease of Use
3
Customer Support
5

4
Reviewed on 24/06/2021

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!

Michael
  • Industry: Oil & Energy
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 01/05/2017

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

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.

Pros

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.

Nick
  • Industry: Health, Wellness & Fitness
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
4
Customer Support
5

5
Reviewed on 01/08/2017

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

Pros

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.

Cons

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.

Claire
  • Industry: Nonprofit Organization Management
  • Company size: 501–1,000 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 02/09/2016

Amazing planning software for non-profits!

Implementing Adaptive Insights has made me feel like a kid on Christmas morning. Every new feature or discovered capability is a wonderful gift giving me my time and sanity back. I am the only FP&A for a mid-size company. We had outgrown Excel but had a hard time finding a planning software that could handle the allocations fundamental to non-profit accounting. We found Adaptive Insights and haven't looked back. The sales team is amazing, They are not only no pressure, but extremely helpful. We wanted to make sure our entire management team would be on board with new software. AI sales came out and did a personal demonstration for us and answered all of their questions. They also introduced us to great implementation consultants to help us set the instance up.We just finished our first year of planning in Adaptive and it was easy and user-friendly. I love Adaptive and will use it throughout my career.

Pros

The user-friendly interface, customization, regular updates and wealth of support and information. Reporting is also easy to use and very powerful. One of our main challenges is accurately planning and reporting our allocations. AI makes it easy.

Cons

There is nothing I dislike about this software but there are a few things to be aware of. Unless you have 2 people exclusively working full time to set up the instance it will take you much longer than you think. Allow yourself a few months to set it up and know that a full, complete roll-out will probably take a full budget cycle.

Andrew
Andrew
  • Review Source
Value for Money
0
Functionality
0
Ease of Use
3
Customer Support
4

4
Reviewed on 12/10/2014

My experience with Adaptive

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.

Robert
  • Industry: Civic & Social Organization
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 10/03/2015

The software will change you life...Seriously!

Pros

This suite of products have changed the way we inform our leadership of the state of our operations each month. We no longer spend days and days preparing dry financials. Now, we are generating useful statements in seconds along with instantaneously seeing that same financial and operational data visualized in Adaptive Discovery in our interactive scorecard. The ease of use, and the level of support are the two greatest things about Adaptive.

Cons

The tools do everything we ask of them, and more. The monthly load of data from our GL and the operational data from other source systems being a manual process is my ultimate least favorite thing. We are implementing the Adaptive Discovery connector so that the data will be loaded in the future at the push of a button. That should take care of it, though. I think if I had to identify my next least favorite thing it's probably the high bar that it sets for all of our other reporting from other systems.

Verified Reviewer
  • Industry: Information Technology & Services
  • Company size: 5,001–10,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
5
Customer Support
0

5
Reviewed on 14/08/2019

Best planning tool I have used!

Pros

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

Cons

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

Elizabeth
  • Industry: Consumer Services
  • Company size: 51–200 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
5
Customer Support
0

5
Reviewed on 10/12/2022

Reliable service

I feel that the software is bright and easy to use. I like how the widgets and the placements overall of the dashboard makes it easy to find what your looking for.

Pros

Workday is aesthetically appealing and easy to navigate. As someone who is not tech savvy I appreciate when things are straight forward and not complicated. On a random note, the very unique logo makes it easy to find on a clutter computer dashboard.

Cons

I have been using this software for almost a year and have no complains to share at this time. I truly recommend this product.

Justin
  • Industry: Outsourcing/Offshoring
  • Company size: 5,001–10,000 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
0
Functionality
4
Ease of Use
5
Customer Support
0

4
Reviewed on 16/11/2022

Great tool for budgeting

An excellent tool for budgeting once you have put in the time to learn to use it, you always have the feeling there is more to the software than you know how to use.

Pros

It is super flexible, allowing the user to enter costs by category, department/dimension/cost centre and easily switch between views. You can write little formula to budget by run rate, uplift by a percentage or similar to prior year phasing. You just need to learn a few rules.

Cons

It does not interface well with Workday itself, there was no way I could import staff basic salary into AP from Workday by department and employee for instance.

Steven
  • Industry: Nonprofit Organization Management
  • Company size: 501–1,000 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
4

4
Reviewed on 25/10/2016

Adaptive Planning eval

We use Adaptive Planning as our primary Budgeting and Forecasting system. Many of the functions are intuitive, but requires some time to get comfortable with the many functions that are available. I would not recommend the native reports, as they are difficult to generate quickly and easily without formal training. But their Office Connect add on tool is a nice enhancement to have to generate more custom reporting and also provides some degree of automation once the linked cells are set up properly.

Pros

The software behaves like a specialized version of Excel, however is limited in other areas that requires data to be exported into Excel to analyze more extensively.

Cons

The native reporting is not that easy to use, would prefer better canned reporting functionality.

Lucas
  • Industry: Events Services
  • Company size: 501–1,000 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
0
Functionality
4
Ease of Use
4
Customer Support
0

4
Reviewed on 31/01/2021

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.

Gino
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
3
Customer Support
5

5
Reviewed on 05/10/2016

Time Saver

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.

Pros

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.

Cons

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.

Robert
Robert
  • Review Source
Value for Money
0
Functionality
0
Ease of Use
4
Customer Support
5

5
Reviewed on 12/08/2014

Adaptive Discovery - A picture paints a thousand words!

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!

Mike
  • Industry: Education Management
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 13/07/2016

Best Planning Tool Period

We chose Adaptive over competitors because it's in the cloud, it's customizable, and the price was right. It has improved every aspect of the FP&A function within our company. Our budgeting cycles are shorter, our data is more reliable, and analysis and reporting are more real time.

Pros

Easy user adoption. Customizable. Reporting is sophisticated but not complicated.

Cons

N/A

210 reviews