
Workday Adaptive Planning
Gesamtbewertung
Filtern nach
Untern. Größe
186 Bewertungen
- Branche: Forschung
- Unternehmensgröße: 501–1.000 Mitarbeiter
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
Adaptive Planning is a Must for FP&A
Bewertet am 2.3.2016
Our company has used Adaptive Planning for about 2 years now. We went from a complex Excel spreadsheet based system to an organized and efficient Adaptive budgeting process. The customization and flexibility in the system is almost limitless and impressive.
Vorteile
Customization, flexibility, value, security
Nachteile
Administration - learning to build and maintain the system is complex, but that is why the system is so powerful
- Branche: Bekleidung & Mode
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
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 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: Finanzdienstleistungen
- Unternehmensgröße: 5.001–10.000 Mitarbeiter
- Monatlich für Mehr als 2 Jahre genutzt
-
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 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: Konsumgüter
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Great software to project us into the next level of strategic finance.
Bewertet am 13.9.2016
Overall, Adaptive Insights has been a great software to work with. AI has increased the FP&A departments productivity during month end close and review by multiple days.
Vorteile
- The software is a cloud based, so you will have access anywhere you have the internet.
- No more “this worksheet is locked by another user” message.
- Imports and Exports to/from excel seamlessly…for those of you that like to work out of excel.
- Dashboard capabilities for more real time department metrics and visibility to spend.
- Rolling forecasting capabilities that allow us as a company to focus more on the future and less on the past.
- Instant Company budget/forecast results.
- Audit trails…never have to worry who, what, or when someone changed a number you budgeted or forecasted. All changes will be tracked.
- Company-wide visibility to Personnel and Capex planning that drives the cost of benefits, IT equipment, and supplies.
Nachteile
- Software enhancements are only every 4 to 5 months.
- Levels (Organization Departments) can be restricting to planning across multiple departments
- Noting variances in a report can be tricky at times.
- Branche: Einzelhandel
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Great product for your business
Bewertet am 7.1.2021
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: Finanzdienstleistungen
- Unternehmensgröße: 501–1.000 Mitarbeiter
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
Adaptive Planning Has Saved Us Thousands of Hours
Bewertet am 24.2.2016
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.
Vorteile
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.
Nachteile
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.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 5.001–10.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
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
-
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 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
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
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 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.

-
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 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!
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Amazing planning software for non-profits!
Bewertet am 2.9.2016
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.
Vorteile
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.
Nachteile
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.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Adaptive Planning Review
Bewertet am 3.8.2016
Overall we have been pleased with Adaptive Planning. We originally transitioned to Adaptive from excel based reporting due to increasing data allocation requirements. After several months of implementation we were able to start populating our weekly financial reports entirely from data exported from Adaptive. The end result has been a significant decrease in reporting time, even though we now splice our data by more dimensions than we have looked at in the past. This would not have been possible in excel, and we now have more time to analyze our information instead of being stuck in the reporting cycle.
Vorteile
The best part of the software for me is the ability to quickly create reports based on any selected dimensions, levels, and timeframes. This is something that historically would have taken us a significant amount of time and is now done in minutes.
Nachteile
My least favorite parts about the software are the difficulty in navigating the data sheets and the inability to lock formulas and values in historical versions while updating formulas going forward. I would love to see greater functionality to search in data sheets by specific columns.
- Branche: Bürgerliche & soziale Einrichtungen
-
Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
The software will change you life...Seriously!
Bewertet am 10.3.2015
Vorteile
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.
Nachteile
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.
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
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 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: Krankenhausversorgung & Gesundheitswesen
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
flow and transparency for FP&A
Bewertet am 24.2.2017
I've been using Adaptive since 2011, and I am fully satisfied with the Adaptive suit. Every year they are improving and developing the suit of services and product. I might be biased but the ease of use of the platform is really what's important for me. The flow and transparency of the data is equally important. I don't think I could be as good as I am when it comes to FP&A and reporting if it wasn't for using Adaptive.
Vorteile
everything- ease of use
Nachteile
none
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Easy collaboration while building out the year's model was key to improving our efficiency.
Bewertet am 19.5.2017
Faster build and modify time of my model. Easier buy in from contributors to the model because they had access to build their part directly in the system.
Vorteile
Easy to gather, audit, and lock down inputs from key contributors. It was also very easy to create multiple versions and scenarios.
Nachteile
Struggled a little to get it to connect the way we wanted with our ERP, but that had to do with both sides. Not just Adaptive. It also does take a little time to understand how to build things out.
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Super fast and easy to use
Bewertet am 22.2.2018
Vorteile
I have been in FP&A for for 5 years and have become somewhat versed in different systems and adaptive has been the best. Super fast updates with the ability to create different forecast scenarios.
Nachteile
Some of its features don't work on Macs, but otherwise nothing to serious here.
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Good basic functionality for financial planning & reporting
Bewertet am 18.7.2017
Vorteile
Pros: ease of use in that the software is cloud-based. It was also relatively easy to implement with approximately 50 users. Good customer support.
Nachteile
Cons: sometimes pages take too long to load, which is frustrating to users. But otherwise there are few complaints.
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für 1-5 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
AI Review
Bewertet am 15.11.2016
This tool enables the user easily develop (with minimal time) a nicely tailored template for what-if and Actual situational planning, forecasting and reporting of a variety of metrics. Project / performance management is assisted greatly through liberal use of intuitive dashboards and analytical tools.
Vorteile
> Strong, secure environment - clearly developed with an appreciation of how to treat company sensitive data.
> Appropriate security levels are easily established and maintained.
> Cloud-based connectivity is the only way to go - AI does a nice job of leveraging this platform.
Nachteile
> Some effort is required for setup as programming keys are built on a one-by-one basis and thus training is essential for the new user.
> From an international perspective, the consolidation of multiple currency / FX data needs additional development.
> MS Office connectivity is too limited and the user is tempted to use other sw apps where integration is superior to AI architecture.
- Branche: Medizinische Geräte
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 6.0 /10
AI Review
Bewertet am 12.2.2019
Vorteile
This is a solid software base that my firm uses to consolidate forecasting data and pull those forecasts for board review. It is a great platform to use for data warehousing and to pull massive subsets of data. Those pulls can then be used and pasted into Excel or whatever template that you need to generate the proper metrics.
Nachteile
The functionality is not as user friendly as you would like. The customized reporting is complex and hard to understand. I would recommend sitting in on a seminar or tutorial before committing to it. It isn't quite user friendly and, for us, we don't use it for anything but generating massive paste fills to be dumped into our reporting templates.
- Branche: Computer-Software
- Unternehmensgröße: 201–500 Mitarbeiter
-
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 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 Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Very Flexible
Bewertet am 4.10.2016
We love the many options and flexibility that we have with Adaptive. Everyone that we have worked with has been awesome!
Vorteile
Flexibility
- Branche: Computer-Software
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Easy-to-use, finance owned, superior to Excel. This must be reviewed.
Bewertet am 15.8.2016
Vorteile
It is easy-to-use so we don't need any expensive technical people to maintain it. Our management and finance team own the entire solution. It is also very scalable from small organisations to large multinational multi-billion dollar revenue organisations. Scalable in the context of - price, performance, functionality and integration.
Nachteile
A few months ago I would have said the reliance on Java, but that has now been removed. It's happy days for us Adaptive customers.
- Branche: Versicherung
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Adaptive is overall a great tool. I'd like to see the UI improved to be more on par with new...
Bewertet am 1.5.2017
Makes my job a lot easier. I was able to distil the core KPIs of my business and report on those instead of simple reporting top-line and bottom-line without strong data behind these numbers
Vorteile
Good versioning and flexibility
Import/Export is simple
Easy to collaborate
Nice customization options
Nachteile
User interface is frustrating and dated
Lack of simple undo
Cell history should save information from prior versions
- Unternehmensgröße: 11–50 Mitarbeiter
- Weitere für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Awesome tool for budgeting and forecasting. We don't even maximize the product and still love...
Bewertet am 7.5.2018
The ability to ditch Excel for our annual budget process
Vorteile
The ability to track payroll, depreciation, and other "sheets" to roll up in the data. Also, we load actuals from our G/L to help with forecasting. Overall, an awesome product.
Nachteile
Not to much to say here, but there are some complex formulas that need to be written at times. Need to be very careful the data is pulling from the proper sheets when creating a new version(s).