
Workday Adaptive Planning
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192 Bewertungen
- Branche: Einzelhandel
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
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- Weiterempfehlungsquote 7.0 /10
Great product for your business
Bewertet am 7.1.2021
I have complete control over my data using this software.
I have complete control over my data using this software.
Vorteile
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.
Nachteile
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.
- Branche: Öl & Energie
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Awesome product for a great value. Takes budgeting and forecasting to a new level.
Bewertet am 1.5.2017
There are several benefits from using this software. The biggest benefit is that once your initial...
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.
Vorteile
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.

- Branche: Finanzdienstleistungen
- Unternehmensgröße: 5.001–10.000 Mitarbeiter
- Monatlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 6.0 /10
Powerful but quite a decadent interface
Bewertet am 12.9.2019
Quite effective but very sloppy interface for getting financials. The design is decades old and...
Quite effective but very sloppy interface for getting financials. The design is decades old and seems frustratingly under developed. The reporting is there but it does not have advanced functionality that you would expect from such a pricey product.
Vorteile
Powerful - allows you to create custom reports, filter by various parameters, create different views
Reliable - Stable and does not crash
Light - Able to work through web interface which makes it a breeze even on thin clients
Compatible - with most browsers and does not have hangups
Nachteile
Interface - looks like 2 generations old. Very barebones and non intuitive
GUI - the design is extremely sloppy - and requires you to know your way through.
Lack of advanced functionality
- Branche: Gesundheit, Wellness & Fitness
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Adaptive has created a tool that is easy to use and provides value almost instantly.
Bewertet am 1.8.2017
Vorteile
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.
Nachteile
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.
- Branche: Bekleidung & Mode
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Best financial tool on the market in my opinion
Bewertet am 2.10.2016
I use Adaptive as a replacement for excel in some aspects of my job. I mainly use it as month end...
I use Adaptive as a replacement for excel in some aspects of my job. I mainly use it as month end communication to send out financial status reports pertaining to actuals vs budget vs forecast. Adaptive Discovery is one tool I utilize to aid in visualizing data in multiple ways through the use of graphs, gauges, pie charts, tables, and many more.
Vorteile
Allows so many different ways to breakdown data.
Great customer support. The respond quickly and are very knowledgeable.
Easy to manage users with different access levels.
Adaptive is always working to enhance or update features. The platform develops continuously, which is great for the large user base.
Hosts free webinars every so often.
Can be accessed from anywhere as long as you have internet access.
Nachteile
The learning curve is steep, it takes a lot of time to really get comfortable with the platform.
Not a lot of video tutorials.
The terminology can be confusing sometimes.
Adaptive is open to technical/programming suggestions but often take time to be enacted. You sometimes have to wait for the next release to get the issue resolved.
- Branche: Sport
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 4.0 /10
Great product, great customer service, lousy delivery on promises and too expensive
Bewertet am 24.6.2021
After a recent meeting I wrote notes: Workday works with large (>500 employee) organizations these...
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.
Vorteile
FP&A core functionality is outstanding!!!
Nachteile
Visualization functionality is a kludge!
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 5.001–10.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 10.0 /10
Best planning tool I have used!
Bewertet am 14.8.2019
Vorteile
I loved the user experience as a whole. The interface feels very modern and as easy to use.
Nachteile
I wish it had more functionalities to easily do project level budgeting.
- Branche: Druck
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Great product!
Bewertet am 19.9.2016
It has simplified our work quite a bit. We are no longer dependent on our previous excel-based...
It has simplified our work quite a bit. We are no longer dependent on our previous excel-based reporting tools. Creating and modifying reports have become a very process.
Vorteile
Ease of implementation and use.
Nachteile
Still developing some modules, need time to improve
- Branche: Umweltdienstleistungen
- Unternehmensgröße: 51–200 Mitarbeiter
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Quelle der Bewertung
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Wonderful experience with Adaptive so far
Bewertet am 11.3.2016
My company has rolled out Adaptive for our budgeting. It took quite a bit of time to build out al...
My company has rolled out Adaptive for our budgeting. It took quite a bit of time to build out al of our models. Our budget managers have responded very positively to Adaptive. We appreciate that we are no longer passing excel spreadsheets back and forth. One budget manager even started that she is having the important budget conversations a month earlier than she used to. We are still working to develop our reporting in Adaptive.
Vorteile
Various user groups can be built out to limit exposure to personnel information.
Nachteile
Certain sheets still use Java and this can slow things down.

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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Kundenbetreuung
Adaptive Discovery - A picture paints a thousand words!
Bewertet am 12.8.2014
Adaptive Discovery is changing the way we communicate finances to our leadership. They have...
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!
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Kundenbetreuung
Consistency and savings through use of Adaptive Planning
Bewertet am 4.3.2016
When I started in my role as Manager of FP&A with an agricultural inputs company, one of my first...
When I started in my role as Manager of FP&A with an agricultural inputs company, one of my first tasks was to move our planning and forecasting processes away from Excel workbooks. Trying to manage P&L's for 200+ retail locations and departments, combined with nearly 2,000 employees, during a high-growth period proved to be challenging, to say the least.
Adaptive Planning has streamlined our planning and forecasting cycles and helped us to standardize metrics, reporting and analysis. Through the use of multiple versions, we have the ability to compare plans, forecasts and actuals across the organization.
My only regret related to Adaptive Planning was the timing of our implementation. We started our implementation in late-July and finished in October, which coincided with our annual planning cycle. We survived, but I would not recommend this timeline!
Pros:
1) Implementation was relatively quick (even though we implemented during our annual planning cycle).
2) Affordability compared to other SAAS and on-site alternatives.
3) Flexibility allows us to mold portions of the product to our needs.
4) Customer support is excellent and timely.
5) Tool can be maintained by Finance; IT involvement is not required for installation or maintenance.
6) Ongoing product enhancements continue to improve this product.
7) Office Connect allows for creation of templates in Excel, Word and PowerPoint. Updating with current results is a simple refresh button-click.
8) Attributes and dimensions allow for unlimited slicing/dicing of organizational data.
Cons:
1) Only a single organization structure is currently available in a single-instance installation. This has caused some headaches, especially in the window of year-end close and progressing into a different organization structure in the new year. We have worked around this issue by utilizing level attributes to view our data in multiple structures.
2) The reporting side of the tool could be improved, including automating linkage to standard distribution/reporting platforms. For example, we use SharePoint for distribution of standard reports, but publishing reports from Adaptive to SharePoint is currently a manual process.
- Branche: Hochschulbildung
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Improved Reporting
Bewertet am 26.10.2016
Our Budgeting and Forecast process has significantly improved and can be identified through the...
Our Budgeting and Forecast process has significantly improved and can be identified through the additional value added to each of our departments through customized, timely, accurate and flexible reporting. Additionally our Financial Analysts (system end users) have increased their capacity to provide more in-depth timely analysis to the organization and their support department especially with the drill down capabilities and customizing reports.
Vorteile
The System is easy to use, developer friendly and customizable
Nachteile
Reporting functionality within the system could be enhanced. We currently use templates created in excel to house formating or additional formulas that are not available in Adaptive but are requried for our reporting.
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Adaptive Planning eval
Bewertet am 25.10.2016
We use Adaptive Planning as our primary Budgeting and Forecasting system. Many of the functions...
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.
Vorteile
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.
Nachteile
The native reporting is not that easy to use, would prefer better canned reporting functionality.
- Branche: Kapitalmärkte
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Adaptive is great for small to medium sized enterprises
Bewertet am 1.9.2022
I use adaptive for 5 year planning, strategic modelling & scenario planning
I use adaptive for 5 year planning, strategic modelling & scenario planning
Vorteile
The ability to build a bottoms up budget/forecast is an attractive component on this software. It is an assumption based model that is easy to follow and update in the backend
Nachteile
There is some functionality that it lacks for assumption sheet creation.
- Branche: Outsourcing/Offshoring
- Unternehmensgröße: 5.001–10.000 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 8.0 /10
Great tool for budgeting
Bewertet am 16.11.2022
An excellent tool for budgeting once you have put in the time to learn to use it, you always have...
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.
Vorteile
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.
Nachteile
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.
- Branche: Bildungsmanagement
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
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- Weiterempfehlungsquote 10.0 /10
Best Planning Tool Period
Bewertet am 13.7.2016
We chose Adaptive over competitors because it's in the cloud, it's customizable, and the price was...
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.
Vorteile
Easy user adoption. Customizable. Reporting is sophisticated but not complicated.
Nachteile
N/A
- Branche: Versicherung
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Adaptive is a must-have for any FP&A department!
Bewertet am 9.5.2017
FP&A responsibilities - specifically budgeting and forecasting but also building out models and...
FP&A responsibilities - specifically budgeting and forecasting but also building out models and creating new versions for our analysts to use.
Vorteile
It has made our budgeting and forecasting process much better. We save so much time with our forecasts, which allow us to spend more time updating them meaningfully every month.
Nachteile
I would love to see Adaptive connect with Salesforce behind the scenes. At the moment we have to reconcile the variances between the two manually monthly.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Adaptive Planning the best FP&A platform
Bewertet am 19.7.2016
We implemented 20 customers using Cognos, Oracle and SAP. Adaptive was a huge discovery for us....
We implemented 20 customers using Cognos, Oracle and SAP. Adaptive was a huge discovery for us. Is an amazing solution. The best for all parties is that Adaptive is really administered for Finance people despite other software.
Vorteile
Ease of use.
Thought from Finance to Finance people
Nachteile
It´s not available for on premise environments.
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 8.0 /10
If you are looking to move away from spreadsheets and have one source for your financial data...
Bewertet am 10.2.2018
Vorteile
It has all the features you would expect in your financial tool and they are constantly upgrading and adding addiitonal features. Customer support has been excellent and they actually seem to care about their customers.
Nachteile
Reporting functionality within the system could be enhanced. The native reporting is not that easy to use, would prefer better canned reporting functionality.
- Branche: Architektur & Planung
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Great Analytics Software
Bewertet am 20.3.2018
I would recommend this product hands down over the competitors.
I would recommend this product hands down over the competitors.
Vorteile
Full-featured software with all the bells and whistles. It has unlimited flexibility in reporting and analysis options. The reporting features are extremely easy to use, and they can be customized and shared with ease.
Nachteile
Requires a lot of training to use, but it's worth it in the long run. The software is expensive, and it does require assistance with implementation since there is so much to do to get it up and running.
- Branche: Computer-Software
- Unternehmensgröße: 201–500 Mitarbeiter
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
Adaptive Insights
Bewertet am 25.2.2016
I use adaptive planning for corporate budgeting and long term forecasting. It is a great tool that...
I use adaptive planning for corporate budgeting and long term forecasting. It is a great tool that is very flexible. Being able to build the financial model in a collaborative, team based manner instead of in numerous different excel models is a much better process.
Vorteile
[1] Version comparison is easy for variance analysis
[2] Adaptive office connect is a very useful excel based reporting tool
[3] Flexible system based planning and scenario analysis accelerates planning cycles and reduces data integrity issues
Nachteile
The biggest issue that i have run into is the way actuals flow into locked plan versions.
If you have a formula in a locled plan version that references actuals and you change the actuals data, then it will change you plan numbers even though the period is locked.
- Branche: Outsourcing/Offshoring
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Review
Bewertet am 15.7.2022
My experience of using Workday Adaptive Planning is very good since my work is related to analyzing...
My experience of using Workday Adaptive Planning is very good since my work is related to analyzing data's of financial planning's etc.
Vorteile
Workday Adaptive Planning is very convenient to use especially when it comes to financial planning solutions and enterprise planning, they really provide it.
Nachteile
I don't see any downside or lack of this product and that is why I rated it 10.
- Branche: Computer-Software
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
I love using Adaptive compared to the other systems I've used
Bewertet am 9.2.2018
It is a great system and the company is putting a lot of work into the product.
It is a great system and the company is putting a lot of work into the product.
Vorteile
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.
Nachteile
They have an excel add in you can use and I love it. I allows you to use excel to pull data from the system and make your own reports. However, there are sometimes glitches so that's annoying.
- Branche: Bürgerliche & soziale Einrichtungen
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Full implementation of Adaptive Planning with great results
Bewertet am 19.3.2015
Vorteile
Adaptive Insights is a great company to work with. They're responsive and treat their customers great. Their customer support is one of the best I've ever worked with. The product itself was very simple to use, but very powerful. We were able to create very complicated models but keep it simple enough for our end users to understand and interact with.
Nachteile
We've had several acquisitions and re-orgs over the last few years, and changing the structure is pretty labor intensive.
- Branche: Bankwesen
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Easy to implement, ongoing support, frequent updates to make experience better
Bewertet am 26.6.2017
Dynamic planning, scenario analysis, administrative time reduction
Dynamic planning, scenario analysis, administrative time reduction
Vorteile
The quick time to value. Out of the box we were able to get immediate value, and over time we have been customizing our experience to our unique business needs.
Nachteile
A little bit rigid sometimes. There are a few simple functions that are possible, but require workarounds that are not really intuitive.