Workday Adaptive Planning

Workday Adaptive Planning

4.5 (202)
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Enterprise planning software for agile budgeting & reporting

About Workday Adaptive Planning

Workday Adaptive Planning is the only native-cloud planning solution that empowers finance to configure sophisticated, driver-based models with ease, analyze unlimited scenarios on the fly, and use AI and machine learning (ML) to create predictive forecasts and gain enhanced insights.

With Workday Adaptive Planning, FP&A teams can create budgets and forecasts with more speed, flexibility, collaboration, and accuracy. And with unlimited scenario analysis backed by machine learning, you can deliver fast answers to complex questions and gain real-time insights.

Our powerful planning platform has a purpose-built integration framework that helps organizations adapt and perform at scale, without compromise. And our interactive dashboards and reports ensure that everyone on your team can access richer, timely insights in just a simple click.

Workday Adaptive Planning is a proven cloud vendor with over 6,300 customers. Our platform delivers the scale and performance required by world’s largest enterprises to create virtually unlimited versions, dimensions, and drivers to drive flexible, insightful plans.

Partner with us today to achieve next-level FP&A and drive confident decisions faster than ever.


Key benefits of Workday Adaptive Planning

• Workday supports enterprise teams with financial planning and analytics software that helps effectively align demand for services with funding.

• With automatic consolidation and data integration, as well as a streamlined system for financial statements and models, businesses can spend their time and money on the most valuable opportunities.

• Workday Adaptive Planning also enables users to drive better business decisions with a centralized application that automatically integrates plan data and actuals from GL tools as well as other transactional systems such as HCM and CRM.

• With built-in, real-time workflow, Workday Adaptive Planning enables managers to maintain visibility and stay up-to-date with the latest business data and metrics. Teams will be better equipped to proactively manage change as you're able to model outcomes and what-if scenarios, and make more informed decisions based on the latest data.


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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
Workday Adaptive Planning Software - Workday Adaptive Planning territory planning
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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
Workday Adaptive Planning Software - Workday Adaptive Planning territory planning
Workday Adaptive Planning Software - Workday Adaptive Planning project planning

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Reviews

Overall rating

4.5 /5
(202)
Value for Money
4.3/5
Features
4.4/5
Ease of Use
4.2/5
Customer Support
4.5/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 202
Lenny
Lenny
Overall rating
  • Industry: Maritime
  • Company size: 1,001–5,000 Employees
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Working with Adaptive Insights is a breeze

Reviewed on 2016/02/24

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.

Pros

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

Cons

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

Krystyna
Overall rating
  • Industry: Information Technology & Services
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Adaptive Insights impresses even more than expected

Reviewed on 2019/01/30

Pros

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.

Cons

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.

Lauren
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 5.0 /10

Direct Integration with netsuite

Reviewed on 2018/02/27

Pros

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

Cons

- 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

Ben
Overall rating
  • Industry: Consumer Goods
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 2016/09/13

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.

Pros

- 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.

Cons

- 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
Overall rating
  • Industry: Retail
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Great product for your business

Reviewed on 2021/01/07

I have complete control over my data using this software.

I have complete control over my data using this software.

Pros

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.

Cons

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.

Showing 5 reviews of 202 Read all reviews

Workday Adaptive Planning FAQs

Below are some frequently asked questions for Workday Adaptive Planning.

Workday Adaptive Planning offers the following pricing plans:

  • Free Trial: Available

Workday Adaptive Planning products are licensed on a simple subscription basis. The pricing model is based on base price plus user seats. Contact Workday for more information.

Workday Adaptive Planning has the following typical customers:

51–200, 201–500, 501–1,000, 1,001–5,000

Workday Adaptive Planning supports the following languages:

English, French, German, Japanese, Portuguese, Spanish

Workday Adaptive Planning supports the following devices:

iPhone (Mobile)

Workday Adaptive Planning integrates with the following applications:

Dynamics 365, Microsoft 365, Microsoft Excel, NetSuite, Oracle Cloud Financials, Sage Intacct, Salesforce Sales Cloud

Workday Adaptive Planning offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

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