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Workday Adaptive Planning

Workday Adaptive Planning

What Is Workday Adaptive Planning?

Elevate your budgeting, planning, and modeling with enterprise planning software. Familiar Excel-like sheets streamline the planning process and allow you to drill down into cell values in order to extract and share strategic insights. Configurable options and the ability to create custom calculations within your model give you the flexibility to adapt as your business grows and changes. Workday Adaptive Planning is positioned as a Leader in Gartner's 2019 Magic Quadrant for Cloud FP&A Solutions

Who Uses Workday Adaptive Planning?

Finance and FP&A teams who are still using spreadsheets for budgeting and forecasting, but need an affordable solution to solve for broken links, data integrity issues, and version control errors.

Workday Adaptive Planning Software - Workday Adaptive Planning revenue targets
Workday Adaptive Planning Software - Workday Adaptive Planning analytics and reporting
Workday Adaptive Planning Software - Workday Adaptive Planning headcount and cost planning
Workday Adaptive Planning Software - Workday Adaptive Planning demand and supply planning
Workday Adaptive Planning Software - Workday Adaptive Planning marketing planning

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Reviews of Workday Adaptive Planning

Average score

Overall
4.5
Ease of Use
4.2
Customer Service
4.5
Features
4.4
Value for Money
4.4

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
52%
4
43%
3
5%
2
1%
Ben
Ben
Verified LinkedIn User
Used the Software for: 2+ years
Reviewer Source
Source: GetApp

Great Product

5.0 8 years ago

Comments: We are going into our third budget cycle using Adaptive and it has made our process much more efficient. Prior to using Adaptive we played budget ping pong, bouncing spreadsheets back and forth and then once we landed on a final version the Finance team consolidated the numbers. Adaptive is great because you can see the impact of a change to the consolidated budget in real time. This is a great software for the Finance team as well as the budget / business managers.

Pros:

There are many great features including: audit trails, notes, role permissions and security, the ability to quickly create versions, great technical support, and it’s cloud based.

Cons:

There is a report builder in Adaptive and it’s easy to use. However, I do feel like they have focused on making improvements in other areas and the reporting hasn’t made as much progress. I do think this is one area that could use some improvements.

Dominic
Senior Manager, Finance Systems and Analysis. in US
Health, Wellness & Fitness, 201–500 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Adaptive Review

4.0 9 months ago

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

Pros:

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

Cons:

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

Kelly
National Trainer in US
Real Estate, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Not great on lower level user side

2.0 last month New

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

Pros:

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

Cons:

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

Stefan
Finance Analyst in US
Transportation/Trucking/Railroad, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Budget made easy

5.0 2 months ago

Pros:

We use Adaptiv for our budgeting purposes. Their importing function makes it easy for users to upload data for analysis. Adaptiv planning has made our budgeting planning easy!

Cons:

There were a few bugs in the past, but they have been resolved.

Jonny
Sr. Analyst, FP&A in US
Computer Software, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

An FP&A Dream Tool

5.0 4 years ago

Comments: I will always recommend Adaptive to FP&A professionals. Once you use it and truly understand it, I'm sure you will do the same. There is little wonder why they are a leader in the SaaS space.

Pros:

A cloud-based tool that enables you to forecast and budget different scenarios. OfficeConnect (an add-on feature) allows you to create reports directly in Excel and increases overall team efficiency.

Cons:

Setting up Adaptive Insights is a crucial, timely, and difficult process. However, the time you put into building your instance initially saves time and pays dividends in the future.