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Recensioni su Workday Adaptive Planning

Informazioni su Workday Adaptive Planning

Software di creazione di report finanziari che assicura ai team finanziari le informazioni e la visibilità necessarie per prendere decisioni migliori.

Ulteriori informazioni su Workday Adaptive Planning

Aspetti positivi:

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.

Aspetti negativi:

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.

Valutazioni di Workday Adaptive Planning

Punteggio medio

Facilità d'uso
4,2
Servizio clienti
4,5
Caratteristiche
4,4
Rapporto qualità-prezzo
4,3

Lo consiglieresti?

8,4/ 10

Workday Adaptive Planning ha una valutazione complessiva di 4,5 stelle su 5, calcolata sulla base di 219 recensioni degli utenti di Capterra.

Hai già usato Workday Adaptive Planning?

Condividi la tua esperienza con altri acquirenti.

Filtra le recensioni (219)

Himanshu
Himanshu
Realestate Sales Associate (India)
Utente LinkedIn Verificato
Proprietà immobiliari, 501-1.000 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Managing outlines of Business ideas

4,0 2 mesi fa Nuova

Commenti: Very positive experience with workday, it customize and make the model based on how we think and want to grow our business. Super easy data structure to use and manage.

Aspetti positivi:

1. Easy to adapt , manage and built our own dashboard for end users based on data. 2. It is extremely good and wonderful for managing and creating reports in seconds. 3. Quick and easy implementation. 4. Extremely reliable and we have never seen this kind of performance , no latency noticed till now.

Aspetti negativi:

1. Little disappoint with customer care support and timeline. 2. User management is completely manual.

Aaron
Sales and Inventory Analyst (USA)
Beni di consumo, 201-500 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

Workday Adaptive Planning is a must for growing organizations!

5,0 6 mesi fa

Commenti: Absolutely love workday adaptive planning, has taken our financial and budget capabilities to a whole new level!

Aspetti positivi:

Workday allowed us to do all of our financial planning in one central hub. We can easily budget, generate financial statements, and run many different what if versions for all revenue and budget scenarios. Super user friendly for all planning options!

Aspetti negativi:

It was slightly tough to implement and get things started in the system, just very different than other financial planning tools I’ve worked with. Once you get it implemented, everything is smooth sailing!

Kelly
National Trainer (USA)
Proprietà immobiliari, 1.001-5.000 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Not great on lower level user side

2,0 11 mesi fa

Commenti: 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.

Aspetti positivi:

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

Aspetti negativi:

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.

Dominic
Senior Manager, Finance Systems and Analysis. (USA)
Salute, benessere e fitness, 201-500 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

Adaptive Review

4,0 2 anni fa

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

Aspetti positivi:

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.

Aspetti negativi:

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.

Margarita
Margarita
Expense and Fixed Asset Accounting Manager (USA)
Utente LinkedIn Verificato
Contabilità, 501-1.000 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Great budgeting and forecasting solution

4,0 9 mesi fa

Aspetti positivi:

Seems like it is built similar to the excel spreadsheet model where you can really make it anything you need.

Aspetti negativi:

Requires more training at the front end compared to other more robust (and expensive) systems. Doesn't seem to have two-way communication with Sage Intacct with regard to real time data pulls.

Claudio
Digital Manager (USA)
Telecomunicazioni, 11-50 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

A Powerful and Resourceful Software

5,0 10 mesi fa

Aspetti positivi:

With this tool, we have an easy time planning and automating budgets. It is a great EPM

Aspetti negativi:

With Workday Adaptive Planning, no major challenges

Przemek
Przemek
Senior IT Specialist (Polonia)
Utente LinkedIn Verificato
Servizi e tecnologie dell'informazione, 10.000+ dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Workday for company data management

4,0 2 anni fa

Commenti: Overall I am satisfied because Workday gave me all that I wanted to have in relation to my personal data or company data. Even thought it was hard at start to navigate and find my self in the tool but after some time it is a pure pressure to work with Workday data.

Aspetti positivi:

We have all data related to our job in one place where we can work with them and put them to analysis.

Aspetti negativi:

The navigation is sometimes hard especially when the dashboard have a lot of information.

Kalonishay
Operator (USA)
Industria farmaceutica, 10.000+ dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Workday use

5,0 6 mesi fa

Commenti: Very easy to use and search up things and submit hours as well.

Aspetti positivi:

Easy to access and navigate and easy for other coworkers

Aspetti negativi:

I have nothing bad to say about workday its very easy for me to use

Ashkan
Senior associate (India)
Contabilità, 10.000+ dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Workday planning

4,0 5 mesi fa

Aspetti positivi:

I liked its very helpful ui system and its various options regarding companies Intregation

Aspetti negativi:

Its password protection. It can be change to receive otp

Alvina
Associate (Filippine)
Contabilità, 11-50 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Friendly App

5,0 9 mesi fa

Aspetti positivi:

Very informative and accessible application.

Aspetti negativi:

Technical error may cause to bug the application

Huseyin
PTM (Turchia)
Settore automobilistico, 10.000+ dipendenti
Ha utilizzato il software per: Prova gratuita
Fonte della recensione

Robust Financial Planning

5,0 6 mesi fa

Commenti: While the core features are strong, some advanced functionalities may require additional customization or integration with other Workday products.
8/10

Aspetti positivi:

As a widely adopted solution in the realm of corporate planning, it offers a range of features aimed at improving financial planning and decision-making

Aspetti negativi:

Sometimes it can be complicated but usually ok

James
Phleb Tech II (USA)
Studi medici, 1.001-5.000 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

review

5,0 2 anni fa

Aspetti positivi:

it runs without interfering with other programs.

Aspetti negativi:

does not have any issues that I am aware of.

Utente Verificato
Utente LinkedIn Verificato
Moda e articoli di abbigliamento, 10.000+ dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione
Fonte: GetApp

Best financial tool on the market in my opinion

4,0 8 anni fa

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Michael
Manager Financial Analysis (USA)
Settore petrolifero ed energetico, 201-500 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

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

5,0 8 anni fa

Commenti: 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.

Aspetti positivi:

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.

Olivia
Manager FP&A (Canada)
Mercati dei capitali, 501-1.000 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Adaptive is great for small to medium sized enterprises

4,0 2 anni fa

Commenti: I use adaptive for 5 year planning, strategic modelling & scenario planning

Aspetti positivi:

The ability to build a bottoms up budget/forecast is an attractive component on this software. It is an assumption based model that is easy to follow and update in the backend

Aspetti negativi:

There is some functionality that it lacks for assumption sheet creation.

Andrew
Andrew
Senior Director of Finance (USA)
Internet, 201-500 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Strong Tool that Keeps Improving

4,0 6 anni fa

Aspetti positivi:

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

Aspetti negativi:

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.

Ben
Financial Analyst
Utente LinkedIn Verificato
Beni di consumo, 51-200 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione
Fonte: GetApp

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

5,0 8 anni fa

Commenti: 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.

Aspetti positivi:

- 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.

Aspetti negativi:

- 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.

Chris
Senior Financial Analyst (USA)
, 501-1.000 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Flexible and Comprehensive Planning and Reporting

5,0 9 anni fa

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Utente Verificato
Utente LinkedIn Verificato
Software informatici, 201-500 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione
Fonte: GetApp

Adaptive Insights

4,0 9 anni fa

Commenti: 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.

Aspetti positivi:

[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

Aspetti negativi:

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.

Jonathan
Sr. Analyst, FP&A (USA)
Software informatici, 501-1.000 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Powerful software, makes life easier, business insights more accessible

5,0 8 anni fa

Commenti: 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.

Aspetti positivi:

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

Aspetti negativi:

Customer support needs to work on responsiveness.

Carrie
Financial Analyst (Canada)
Istruzione superiore, 1.001-5.000 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Improved Reporting

4,0 8 anni fa

Commenti: 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.

Aspetti positivi:

The System is easy to use, developer friendly and customizable

Aspetti negativi:

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.

Justin
Finance Business Partner (UK)
Esternalizzazione/Delocalizzazione, 5.001-10.000 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Great tool for budgeting

4,0 2 anni fa

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Chirantan
Chirantan
Performance Manager III (USA)
Servizi finanziari, 5.001-10.000 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Powerful but quite a decadent interface

3,0 5 anni fa

Commenti: 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.

Aspetti positivi:

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

Aspetti negativi:

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

Steven
Sr. Director, Finance (USA)
Gestione di organizzazioni non profit, 501-1.000 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Adaptive Planning eval

4,0 8 anni fa

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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

Lucas
Jr. Finance Analyst (Brasile)
Organizzazione eventi, 501-1.000 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Great integration for the Workday enviroment

4,0 4 anni fa

Commenti: It's a great tool for managing datasets via your browser. Downloading enormous datasets for changing only one or two things just to upload it all again it's a big pain that Adaptive saves you from.

Aspetti positivi:

Adaptive is the next best thing you can have when managing large sets of data right from your browser. Instead of having to download big spreadsheets, it can do the heavy lifting for you right from your browser. Tools like pivot tables are easy to do and feature-rich.

Aspetti negativi:

When dealing with very, very large datasets, it can take some time for processing each requested step in Adaptive, giving you sometimes a lengthy loading screen.