Workday Adaptive Planning Erfahrungen

Vorteile

Ease of use
Speed (refreshing and processing)
Automatic load of our financial data using a connector
Office Connect - an excel add in that allows me to run my financials in an instant
Adaptive Insights support personnel are amazing! I get a call back very quickly if I have a problem, and I don't feel like I'm being rushed when I ask other questions

Nachteile

The sheets, which display our data across time, would be fantastic if I could add a YTD column anywhere I like.

I would like to see my sheets display some simple graphs, which would allow me to display trends pictorially while reviewing with my customers.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

- 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

Vorteile

Feature set is very strong.
Customer support is among the best in the industry. Highly responsive to detailed technical questions.

Nachteile

Like any new platform, it took our team a few months after go-live to really utilize the power of the tool, but now it simply a resource that we can't live without.

Vorteile

The best things about Adaptive Planning are its ability to integrate actuals and budgets/forecasts, its reporting capabilities, the fact that it's cloud based, and the ability to create complex financial models to track and report on business in a dynamic fashion.

Nachteile

The only issue our company has with Adaptive Planning is that our business model is very complex and hard to duplicate in the Adaptive model. That is not Adaptive's fault, but more so in the implementation and due to ever changing and more complex expectations from management.

Vorteile

Easy to implement and maintain. Easy for end users to understand how to use the software and the models. Give you instant access to "the whole picture". OfficeConnect is great for reporting.

Nachteile

Some admin functions are still a little tedious. The built-in reporting module needs some upgrading, but it's adequate.

Vorteile

software is very productive for forecasting and doing deep financial

Nachteile

Learning curve, it's not that easy to learn and you have to get used to the product. Can be more user-friendly and there can be more improvements.
can be expensive for some users.

Vorteile

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

Nachteile

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

Vorteile

Customization, flexibility, value, security

Nachteile

Administration - learning to build and maintain the system is complex, but that is why the system is so powerful

Vorteile

Various user groups can be built out to limit exposure to personnel information.

Nachteile

Certain sheets still use Java and this can slow things down.

Vorteile

The user-friendly interface, customization, regular updates and wealth of support and information. Reporting is also easy to use and very powerful. One of our main challenges is accurately planning and reporting our allocations. AI makes it easy.

Nachteile

There is nothing I dislike about this software but there are a few things to be aware of. Unless you have 2 people exclusively working full time to set up the instance it will take you much longer than you think. Allow yourself a few months to set it up and know that a full, complete roll-out will probably take a full budget cycle.

Vorteile

The best part of the software for me is the ability to quickly create reports based on any selected dimensions, levels, and timeframes. This is something that historically would have taken us a significant amount of time and is now done in minutes.

Nachteile

My least favorite parts about the software are the difficulty in navigating the data sheets and the inability to lock formulas and values in historical versions while updating formulas going forward. I would love to see greater functionality to search in data sheets by specific columns.

Vorteile

This suite of products have changed the way we inform our leadership of the state of our operations each month. We no longer spend days and days preparing dry financials. Now, we are generating useful statements in seconds along with instantaneously seeing that same financial and operational data visualized in Adaptive Discovery in our interactive scorecard. The ease of use, and the level of support are the two greatest things about Adaptive.

Nachteile

The tools do everything we ask of them, and more. The monthly load of data from our GL and the operational data from other source systems being a manual process is my ultimate least favorite thing. We are implementing the Adaptive Discovery connector so that the data will be loaded in the future at the push of a button. That should take care of it, though. I think if I had to identify my next least favorite thing it's probably the high bar that it sets for all of our other reporting from other systems.

Vorteile

FP&A core functionality is outstanding!!!

Nachteile

Visualization functionality is a kludge!

Vorteile

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

Nachteile

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

Vorteile

User friendly and adaptable. Will help keep you organized and get the job done. Budgeting and forecasting creation was excellent. Helped with a focus on KPI's and benefitted from building dashboard. Great experience with customer service. Very friendly and quick to respond.

Nachteile

Set up took awhile. Slight learning curve. At times page loading slow. As a netsuite user I have had data integration issues. Adaptive did its job. No other complaints.

Vorteile

The ease of creating forecast versions provides a quick way to develop multiple scenarios during the forecasting process.

Nachteile

The performance, in terms of responsiveness, in rendering of the sheets and reports, is quite slow. Also, setting up model account calculations, is not as easy.

Vorteile

User friendly, cheap, good customer support

Nachteile

Somewhat limited functionality in areas, but they are constantly releasing new updates with added functionality and other improvements

Vorteile

Flexible, cloud based, user friendly

Vorteile

Ease of use, customer service.

Nachteile

Web reporting

Vorteile

Workday Adaptive Planning is very convenient to use especially when it comes to financial planning solutions and enterprise planning, they really provide it.

Nachteile

I don't see any downside or lack of this product and that is why I rated it 10.

Vorteile

I like how it is easy to use and that they thought of the things that we really need to do our job. It looks good and works.

Nachteile

They have an excel add in you can use and I love it. I allows you to use excel to pull data from the system and make your own reports. However, there are sometimes glitches so that's annoying.

Vorteile

Adaptive Insights is a great company to work with. They're responsive and treat their customers great. Their customer support is one of the best I've ever worked with. The product itself was very simple to use, but very powerful. We were able to create very complicated models but keep it simple enough for our end users to understand and interact with.

Nachteile

We've had several acquisitions and re-orgs over the last few years, and changing the structure is pretty labor intensive.

Vorteile

The quick time to value. Out of the box we were able to get immediate value, and over time we have been customizing our experience to our unique business needs.

Nachteile

A little bit rigid sometimes. There are a few simple functions that are possible, but require workarounds that are not really intuitive.