Workday Adaptive Planning

Budgétisation, prévisions et reporting d'entreprise dans le cloud

Note globale

4,5 /5
(190)
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
Classer par

190 avis

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.

Michael
Note globale
  • Secteur d'activité : Pétrole et énergies
  • 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

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

Publié le 01/05/2017

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.

Avantages

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.

Chirantan
Note globale
  • Secteur d'activité : Services financiers
  • Taille de l'entreprise : 5 001–10 000 employés
  • Logiciel utilisé tous les mois pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 6.0 /10

Powerful but quite a decadent interface

Publié le 12/09/2019

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.

Avantages

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

Inconvénients

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

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.

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.

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.

Utilisateur vérifié
Note globale
  • Secteur d'activité : Appareils médicaux
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis

Note globale

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

AI Review

Publié le 12/02/2019

Avantages

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.

Inconvénients

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.

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.

Utilisateur vérifié
Note globale
  • Secteur d'activité : Impression
  • Taille de l'entreprise : 201–500 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 9.0 /10

Great product!

Publié le 19/09/2016

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.

Avantages

Ease of implementation and use.

Inconvénients

Still developing some modules, need time to improve

Robert
Note globale
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client

Adaptive Discovery - A picture paints a thousand words!

Publié le 12/08/2014

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!

Chris
Note globale
  • Taille de l'entreprise : 501–1 000 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 10.0 /10

Flexible and Comprehensive Planning and Reporting

Publié le 01/08/2016

I've been using Adaptive Planning for 4 years and at 2 employers. The software has not only...

I've been using Adaptive Planning for 4 years and at 2 employers. The software has not only improved the accuracy and accountability of our budgeting, forecasting and reporting, but has saved thousands of hours of time.

Avantages

The software is flexible. It can be developed and managed internally or you can work with external experts if needed. I like that the cloud software is continuously improving and developing to meet the needs of its customers. There are new releases every six months that improve its functionality based on customer needs and requests. And more importantly, all updates are done on the cloud so that there is no need for the IT department to get involved.

Inconvénients

There aren't many things specific to the software that I don't like. I would say that the most difficult part about using this software is managing the requests from management so that it doesn't compromise the value of the software.

Jonathan
Note globale
  • Secteur d'activité : Logiciels
  • 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 10.0 /10

Powerful software, makes life easier, business insights more accessible

Publié le 07/11/2016

I have previous experience using Hyperion, Peoplesoft, and Microsoft Excel to create and maintain...

I have previous experience using Hyperion, Peoplesoft, and Microsoft Excel to create and maintain financial models. As flexible as regular spreadsheets are, it was always hard to get everybody on the same page, referencing the same numbers, using the same version. I have been using Adaptive Planning for about 1.5 years now, with about 1 year as a systems administrator for the product. FP&A has truly become simplified. This tool has saved hours upon hours every month, as well improved accuracy and timeliness of reports. This allows us to function better as a business unit, and make more proactive models and decisions. My one gripe with Adaptive is their customer support. I have had a hard time getting several issues resolved in a timely manner. Nonetheless, I would highly recommend Adaptive to anybody stuck in "spreadsheet land"--there really is a better way.

Avantages

One source for all models and reported numbers. Interconnected data makes it easy to see the full effect of any changes, large or small.

Inconvénients

Customer support needs to work on responsiveness.

Andrew
Note globale
  • Secteur d'activité : Internet
  • Taille de l'entreprise : 201–500 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 7.0 /10

Strong Tool that Keeps Improving

Publié le 23/07/2019

Avantages

I like that adaptive has continued to innovate and improve their product over time. The basic plan option is solid for a SMB, though there are some individual bells and whistles that I would like it to have like Office Connect that require a more expensive membership

Inconvénients

Learning to speak the adaptive "language" is a big barrier to entry from an employee perspective, we become afraid to change the model for fear of breaking it so we aren't leveraging all we have available to us.

Tyler
Note globale
  • Secteur d'activité : Logiciels
  • Taille de l'entreprise : 51–200 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

Quick results with an intuitive design

Publié le 09/02/2018

This is a very robust software, that allows a strong look into the performance of your Company. The...

This is a very robust software, that allows a strong look into the performance of your Company. The software has changed the way we are able to analyze our business.

Avantages

I love the adaptability and ability to gain access to various information. It has allowed much greater access to analyzing our Key Performance Indicators.

Inconvénients

For items that are not uniformly put into our accounting system, there are some workarounds needed to figure out how to display the correct data.

georgeta
Note globale
  • Secteur d'activité : Hôpitaux et soins de santé
  • 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 9.0 /10

flow and transparency for FP&A

Publié le 24/02/2017

I've been using Adaptive since 2011, and I am fully satisfied with the Adaptive suit. Every...

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.

Avantages

everything- ease of use

Inconvénients

none

David
Note globale
  • Secteur d'activité : Services et technologies de l'information
  • 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
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Easy collaboration while building out the year's model was key to improving our efficiency.

Publié le 19/05/2017

Faster build and modify time of my model. Easier buy in from contributors to the model because...

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.

Avantages

Easy to gather, audit, and lock down inputs from key contributors. It was also very easy to create multiple versions and scenarios.

Inconvénients

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.

Samuel
Note globale
  • 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

Super fast and easy to use

Publié le 22/02/2018

Avantages

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.

Inconvénients

Some of its features don't work on Macs, but otherwise nothing to serious here.

Melanie
Note globale
  • 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

Good basic functionality for financial planning & reporting

Publié le 18/07/2017

Avantages

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.

Inconvénients

Cons: sometimes pages take too long to load, which is frustrating to users. But otherwise there are few complaints.

Stephen
Note globale
  • Taille de l'entreprise : 10 000+ 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 8.0 /10

AI Review

Publié le 15/11/2016

This tool enables the user easily develop (with minimal time) a nicely tailored template for...

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.

Avantages

> 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.

Inconvénients

> 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.

Jarred
Note globale
  • Secteur d'activité : Urbanisme et architecture
  • 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 8.0 /10

Great Analytics Software

Publié le 20/03/2018

I would recommend this product hands down over the competitors.

I would recommend this product hands down over the competitors.

Avantages

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.

Inconvénients

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.

Flavio
Note globale
  • Secteur d'activité : Fabrication électrique/électronique
  • Taille de l'entreprise : 51–200 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

Good product ignore you are a serious user.

Publié le 23/02/2017

Extremely flexible planning and reporting tool. Requires good knowledgeable about (I) the business,...

Extremely flexible planning and reporting tool. Requires good knowledgeable about (I) the business, (ii) company's finance and accounting practices and (iii) ERP and ancillary systems.

Amy
Note globale
  • Secteur d'activité : Externalisation/délocalisation
  • Taille de l'entreprise : 51–200 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

Very Flexible

Publié le 04/10/2016

We love the many options and flexibility that we have with Adaptive. Everyone that we have worked...

We love the many options and flexibility that we have with Adaptive. Everyone that we have worked with has been awesome!

Avantages

Flexibility

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

Note globale

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

Easy-to-use, finance owned, superior to Excel. This must be reviewed.

Publié le 15/08/2016

Avantages

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.

Inconvénients

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.

Frank
Note globale
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 501–1 000 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 8.0 /10

Adaptive is overall a great tool. I'd like to see the UI improved to be more on par with new...

Publié le 01/05/2017

Makes my job a lot easier. I was able to distil the core KPIs of my business and report on those...

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

Avantages

Good versioning and flexibility
Import/Export is simple
Easy to collaborate
Nice customization options

Inconvénients

User interface is frustrating and dated
Lack of simple undo
Cell history should save information from prior versions

Dan
Note globale
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé Autre 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

Awesome tool for budgeting and forecasting. We don't even maximize the product and still love...

Publié le 07/05/2018

The ability to ditch Excel for our annual budget process

The ability to ditch Excel for our annual budget process

Avantages

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.

Inconvénients

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).