Likelihood to Recommend In operations we use the tool for many different topics, from factory quality systems to high level reviews. We have created kind of an internal "App Store" based on Power BI where you have a lot of different dashboards for different solutions (cost, cash, health and safety, sales, factories, distribution centers...) and you as an user just need to get in that "App Store" and enter in whatever tool can be useful for you. It is open to all the operations employees and can use on demand. Also it has raised the imagination of our colleagues, as they are not only working by themselves creating new reports, but also raising fantastic ideas that can be extended for the usage of all the community.
Read full review Adaptive is much more versatile than most planning software, and in most ways better than Excel for planning and analytics. It is great and bringing together data from multiple sources, especially if on the Workday platform, and really allows your team to collaborate in real time without any issues unlike trying to work in Excel workbooks at the same time or needing an adminstrator to enter data for you. Power users can even update models and reports themselves and share with others. The flexibility of designing your own models is also great in allowing you to plan however granular you need and have different methods of planning for different business units but bring it all together consolidated.The reporting is the least useful feature. Yes, OfficeConnect gives you all the power of Excel and PowerPoint and is great if you can utilize it, but for now it only works on Windows when many businesses have shifted to Apple or Google platforms. Also, OfficeConnect is not fast or easy to use, like the web reports and web dashboards, which are great for quick ad-hoc reports but not great for presentation-level reports. This creates a huge disconnect in the quickness of analytics, if you want to run and show in depth analytics you'll need OfficeConnect due to the limited functionality and limited formula capabilites of Adaptive web reports which requires someone to build and maintain and refresh the OfficeConnect reports which is slow and not easily shared with other users.Also the planning functionality of the 3 sheet types have not been updated in years. Some new features or sheet types would be greatly appreciated.
Read full review Pros Quickly filter and view granular data sets with easily configurable reporting figures. The ability to quickly switch between tabs allows for historical data comparisons and progress tracking. It's helpful to dive into the data and break it down from high levels to small. Achieve actionable insights faster by using real-time data. It's incredible to have online access to reports. Read full review It helps create dynamic plans for finances, operations and various functional units in an organization all under one platform It helps in scenario modeling to help analyze various business events and report by any number of business dimensions including channel, customer or product It can be integrated with any system including ERP, BI or CRM Read full review Cons The desktop app is great but needs a lot of performance improvements No MacOS Version for the Desktop app, this is a big limitation for business since executives prefer Macs Premium Cloud Version of Power BI is awfully expensive On-Premise Version of the Power BI Reports Server is bundled only with SQL Server Enterprise License and cannot be purchased separately and requires Software Assurance Subscription On-Premise Power BI Report Server doesn't support ADFS, AzureAD or any Claims-Based authentication platform, a sad disadvantage for enterprises Read full review Variable Time Roll-ups. Different entities within our company look at "years" differently, but we're only able to specify one global time roll-up for aggregating data quickly, which can lead to some confusion. Administrative UI. Management of Access Rules and ordering sheets from an administrative point of view can be a bit tedious and have received less attention than other features recently. List Sheet Reporting. Any sheet that is a variable list of things (like People, Capital Projects, Marketing Programs) is somewhat constrained in how it can be reported on. Adaptive provides two kinds of reports but both leave something to be desired when reporting on this kind of data. Read full review Likelihood to Renew I find it helpful and easy to use
Read full review For one we're in way too deep to not move forward with Adaptive. We're integrated with Workday, we do a ton of reporting with Adaptive, and it's working very well for planning and forecasting. No reason to look back or change course.
Read full review Usability At this point, I think we all know who has taken the lead in the business intelligence and analytics market worldwide. With fresh new updates every other day on top of an already robustly built product with all features that one can dream of is a no brainer, I feel. Microsoft will invariably be synonymous with quality and professionalism.
Read full review Workday Adaptive Planning has detailed online help with both articles and videos that are comprehensive. It has a lot of similarities to Excel, which most finance people are already familiar with, plus the user interface is intuitive and easy to pick up. The online support team is quick to respond and very knowledgeable.
Read full review Reliability and Availability There haven't been any lately. The only one issue I can think of is when there was an update in Adaptive that altered our reports. Before I realized there was an issue, Adaptive reached out to let me know, so that it could be fixed.
Read full review Performance All aspects of Adaptive Insights perform well. One area that I wish was quicker was integration. When importing data from Intacct our accounting ERP platform, it can sometimes take 4 hours for the import to process. The earlier imports are done, the quicker they complete. My estimate for a quick upload is about two hours.
Read full review Support Rating I can't really speak to the support overall, [but] I will say that in the almost three years I have used the system, I have only needed to contact their support team once. I think the team was helpful, but it did take some time for us to resolve the issues/ request that they had. I guess the good news is that the system is pretty stable, and I personally have rarely needed to contact their technical support team.
Greg Watkins Senior Customer Success Manager (Strategic Accounts)
Read full review Whenever we have had any questions, issues, or concerns, the support has been quick and thorough. [This] allow[s] us to be able to fully resolve any issues, or be connected with the right group quickly to attain the result we were after; be it from simple formatting to adding new detailed reporting.
Read full review In-Person Training This was extremely helpful so that they could walk you through the model and teach you more about the complexity of various areas. It is most helpful when it is specific to your organization's model. The larger in-person trainings were helpful but they tended to be more generic and entry level. The trainings that are more tailored to your specific needs are the most helpful.
Read full review Online Training They often times tended to be way too generic or entry level. They would also become sales pitches to upgrade or get new Adaptive Planning products. The questions in the training would be very niche and specific to other organizations. They were rarely helpful to the group at large.
Read full review Implementation Rating Trust the expertise of very strong 3rd party implementers. Having deployed Adaptive at a separate company before, I thought I knew it all (hubris, I know). Fortunately, I began to (very quickly) trust the judgment of our Carlson implementation team, and they provided invaluable insights and best-in-class processes that have benefitted me and my team greatly.
Read full review Alternatives Considered [Microsoft] Power BI is practical and effective, like a hammer for a nail, it is easy to use and produces very quickly the results that in most cases are urgently required by clients (nice reports to share on the web). To start using [Microsoft] Power BI you need a business email address, with that you create an account in Power BI Service and in less than 1 hour you will have installed Power BI Desktop, a report will have been created and it will have been published on the web .
Dustin Ghia Lead Consultant - Solutions Architect - Software Engineer
Read full review Workday became our choice because it is fully web-based and easily integrates with other systems. The learning curve for Workday was shorter than that of Dynamics. The reporting tools in Workday are more user-friendly than that of Dynamics. However Workday did not have Check Printing tools which are available in Dynamics. The organization started a project to digitize all financial transactions so it was not a priority feature. When it comes to scaling up the functionalities of Workday it was much easier than Dynamics.
Read full review Contract Terms and Pricing Model Good read only seat access
Read full review Scalability We went from 2 users to 70+ users over a 2 year period of time. The application scaled wonderfully. 65 of those users were non-finance users so they were able to quickly learn the software and prepare budgets quickly and efficiently. That is the power of Adaptive and its ability to scale
Read full review Professional Services This is now available in house at Workday which is convenient.
Read full review Return on Investment It helps us track and achieve company goals. It shows us [our] performance in areas we could not previously track and allows us to see and work on how to improve their performance. Quick easy access for executives to use in helping teams and addressing issues. Read full review Adaptive Insights has had a positive impact on organizational expansion. With our break-even analysis we have created, what would once take place in a notebook or Excel, we have created templates and can run a conservative estimate on revenue and costs quite quickly. We have cut back on research and time on expansion by months this way, to mere hours. One negative impact is the costs with implementing connections between our other ERP systems with Adaptive Insights. Currently, we would like to have near real-time data, but cannot due to the costs. Currently, I am tasked with uploading from multiple systems and this can be time consuming, especially during a close. Overall, positively we have had an excellent experience. The ease of the functionality and the easy learning curve have enabled everyone on my team to have an enjoyable experience. Read full review ScreenShots Microsoft Power BI Screenshots Workday Adaptive Planning Screenshots