Avis clients sur Workday Adaptive Planning

Workday Adaptive Planning

4,5 (207)
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Budgétisation, prévisions et reporting d'entreprise dans le cloud

Note globale

4,5 /5
(207)
Rapport qualité-prix
4,4/5
Fonctionnalités
4,4/5
Simplicité d'utilisation
4,2/5
Support client
4,5/5

95%
des utilisateurs recommandent cette application
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Avis clients sur 207

Manny
Manny
Note globale
  • Secteur d'activité: Gestion d'organisme à but non lucratif
  • Taille de l'entreprise: 1 001–5 000 employés
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Great Analysis

Publié le 06/11/2018

It's a great tool and it's meeting a lot of our deadlines for forcecasting. Saving valuable time...

It's a great tool and it's meeting a lot of our deadlines for forcecasting. Saving valuable time and dollars.

Avantages

software is very productive for forecasting and doing deep financial

Inconvénients

Learning curve, it's not that easy to learn and you have to get used to the product. Can be more user-friendly and there can be more improvements.
can be expensive for some users.

Krystyna
Note globale
  • Secteur d'activité: Services et technologies de l'information
  • Taille de l'entreprise: 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Adaptive Insights impresses even more than expected

Publié le 30/01/2019

Avantages

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.

Inconvénients

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.

Michael
Michael
Note globale
  • Secteur d'activité: Logiciels
  • Taille de l'entreprise: 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Excellent Reporting, Planning and Analysis Tool

Publié le 27/05/2024

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

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

Avantages

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

Inconvénients

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

Ben
Note globale
  • Secteur d'activité: Biens de consommation
  • Taille de l'entreprise: 51–200 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Great software to project us into the next level of strategic finance.

Publié le 13/09/2016

Overall, Adaptive Insights has been a great software to work with. AI has increased the FP&A...

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.

Avantages

- 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.

Inconvénients

- 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.

Evan
Note globale
  • Secteur d'activité: Vente au détail
  • Taille de l'entreprise: 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Great product for your business

Publié le 07/01/2021

I have complete control over my data using this software.

I have complete control over my data using this software.

Avantages

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.

Inconvénients

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.

Chris
Note globale
  • Secteur d'activité: Services financiers
  • Taille de l'entreprise: 501–1 000 employés
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

Adaptive Planning Has Saved Us Thousands of Hours

Publié le 24/02/2016

Have been using Adaptive Planning since 2012 for two different companies. The software has...

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.

Avantages

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.

Inconvénients

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.

Utilisateur vérifié
Note globale
  • Secteur d'activité: Services et technologies de l'information
  • Taille de l'entreprise: 5 001–10 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 10.0 /10

Best planning tool I have used!

Publié le 14/08/2019

Avantages

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

Inconvénients

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

Lenny
Lenny
Note globale
  • Secteur d'activité: Secteur maritime
  • Taille de l'entreprise: 1 001–5 000 employés
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

Working with Adaptive Insights is a breeze

Publié le 24/02/2016

We have been using Adaptive Insights for over 4 years. So far we are a happy camper. We are happy...

We have been using Adaptive Insights for over 4 years. So far we are a happy camper. We are happy with our investment and choice. Adaptive greatly cut down our time in deploying and completing our annual budgets.

Avantages

- Quick and easy to consolidate all accounts for all business units
- Status tracking is made easy
- Superb customer services

Inconvénients

Would love to see the changes in future releases:
- Ability to import formulas rather than having to manually set up 1000+ formulas in Adaptive;
- Ability to line up notes in reports

Brian
Brian
Note globale
  • Secteur d'activité: Recherche
  • Taille de l'entreprise: 501–1 000 employés
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

Adaptive Planning is a Must for FP&A

Publié le 02/03/2016

Our company has used Adaptive Planning for about 2 years now. We went from a complex Excel...

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.

Avantages

Customization, flexibility, value, security

Inconvénients

Administration - learning to build and maintain the system is complex, but that is why the system is so powerful

Sarah
Note globale
  • Secteur d'activité: Services environnementaux
  • Taille de l'entreprise: 51–200 employés
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

Wonderful experience with Adaptive so far

Publié le 11/03/2016

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.

Avantages

Various user groups can be built out to limit exposure to personnel information.

Inconvénients

Certain sheets still use Java and this can slow things down.

Utilisateur vérifié
Note globale
  • Secteur d'activité: Mode et vêtements
  • Taille de l'entreprise: 10 000+ employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Best financial tool on the market in my opinion

Publié le 02/10/2016

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.

Avantages

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.

Inconvénients

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.

Rob
Note globale
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client

Consistency and savings through use of Adaptive Planning

Publié le 04/03/2016

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.

Carrie
Note globale
  • Secteur d'activité: Enseignement supérieur
  • Taille de l'entreprise: 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Improved Reporting

Publié le 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.

Avantages

The System is easy to use, developer friendly and customizable

Inconvénients

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.

Steven
Note globale
  • Secteur d'activité: Gestion d'organisme à but non lucratif
  • Taille de l'entreprise: 501–1 000 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Adaptive Planning eval

Publié le 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.

Avantages

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.

Inconvénients

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

Gino
Note globale
  • Secteur d'activité: Logiciels
  • Taille de l'entreprise: 51–200 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Time Saver

Publié le 05/10/2016

Although it takes some dedicated time and experience to set this product up I would say it is the...

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.

Avantages

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.

Inconvénients

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.

James
Note globale
  • Secteur d'activité: Cabinets médicaux
  • Taille de l'entreprise: 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 5.0 /10

review

Publié le 12/05/2023

Avantages

it runs without interfering with other programs.

Inconvénients

does not have any issues that I am aware of.

Justin
Note globale
  • Secteur d'activité: Externalisation/délocalisation
  • Taille de l'entreprise: 5 001–10 000 employés
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 8.0 /10

Great tool for budgeting

Publié le 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.

Avantages

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.

Inconvénients

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.

Mike
Note globale
  • Secteur d'activité: Gestion de l'enseignement
  • Taille de l'entreprise: 201–500 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Best Planning Tool Period

Publié le 13/07/2016

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.

Avantages

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

Inconvénients

N/A

Sandy
Note globale
  • Secteur d'activité: Assurance
  • Taille de l'entreprise: 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Adaptive is a must-have for any FP&A department!

Publié le 09/05/2017

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.

Avantages

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.

Inconvénients

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.

Alex
Note globale
  • Secteur d'activité: Services et technologies de l'information
  • Taille de l'entreprise: 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Adaptive Planning the best FP&A platform

Publié le 19/07/2016

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.

Avantages

Ease of use.
Thought from Finance to Finance people

Inconvénients

It´s not available for on premise environments.

Maria
Note globale
  • Taille de l'entreprise: 501–1 000 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 8.0 /10

If you are looking to move away from spreadsheets and have one source for your financial data...

Publié le 10/02/2018

Avantages

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.

Inconvénients

Reporting functionality within the system could be enhanced. The native reporting is not that easy to use, would prefer better canned reporting functionality.

Lauren
Note globale
  • Secteur d'activité: Logiciels
  • Taille de l'entreprise: 51–200 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Probabilité de recommander le produit 5.0 /10

Direct Integration with netsuite

Publié le 27/02/2018

Avantages

- direct integration with netsuite
-ease of use once established
-maintains various types of data including personnel information and financial reporting

Inconvénients

- 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

Utilisateur vérifié
Note globale
  • Secteur d'activité: Logiciels
  • Taille de l'entreprise: 201–500 employés
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

Adaptive Insights

Publié le 25/02/2016

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.

Avantages

[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

Inconvénients

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.

Todd
Note globale
  • Secteur d'activité: Logiciels
  • Taille de l'entreprise: 51–200 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Probabilité de recommander le produit 6.0 /10

Decent software tool, but could use greater reporting capabilities.

Publié le 27/02/2019

Avantages

Easy to navigate and use. Process for uploading and downloading are nice and simple.

Inconvénients

Very basic reporting features, lacks more robust reporting capabilities. Would be nice if they added a screen freeze feature to lock the initial view when scrolling.

Rick
Note globale
  • Secteur d'activité: Logiciels
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Adaptive Insights - Planning and Discovery

Publié le 19/03/2015

Avantages

AI allows for you to build a highly customized model for real-time scenario planning, forecasting and analysis of not only financial metrics, but on the overall operation as well. Through intuitive dashboards with visual analytics that provide drill down capabilities, users can easily participate in complete performance management. The software has allowed finance to become a strategic partner with the rest of the operation.

Inconvénients

I have not found anything negative about this solution.