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Avis clients sur Workday Adaptive Planning

En savoir plus sur Workday Adaptive Planning

Un logiciel de reporting financier qui donne aux équipes Finance l'information et la visualisation nécessaires pour prendre de meilleures décisions.

En savoir plus sur Workday Adaptive Planning

Avantages :

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.

Inconvénients :

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.

Workday Adaptive Planning - Notes

Note moyenne

Facilité d'utilisation
4,2
Service client
4,5
Fonctionnalités
4,4
Rapport qualité-prix
4,4

Probabilité de recommander le produit

8,4/10

Workday Adaptive Planning a reçu une note globale de 4,5 étoiles sur 5 d'après 198 avis d'utilisateurs publiés sur Capterra.

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Filtrer les avis (198)

Ben
Ben
Utilisateur LinkedIn vérifié
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis
Source : GetApp

Great Product

5,0 il y a 8 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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. (É.-U.)
Santé, bien-être et fitness, 201–500 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Alternatives envisagées précédemment :

Adaptive Review

4,0 il y a 10 mois

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

Avantages :

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.

Inconvénients :

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.

Claudio
Digital Manager (É.-U.)
Télécommunications, 11–50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

A Powerful and Resourceful Software

5,0 le mois dernier Nouveau

Avantages :

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

Inconvénients :

With Workday Adaptive Planning, no major challenges

Kelly
National Trainer (É.-U.)
Immobilier, 1 001–5 000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Not great on lower level user side

2,0 il y a 2 mois

Commentaires : 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.

Avantages :

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

Inconvénients :

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.

Jeremy
Banking and Accounting Manager (É.-U.)
Administration publique, 51–200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Easy to use

5,0 il y a 2 semaines Nouveau

Avantages :

Once you get familiar with Workday, it is every easy to use.

Inconvénients :

Figuring out where everything is that I need.

Jonny
Sr. Analyst, FP&A (É.-U.)
Logiciels, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Alternatives envisagées précédemment :

An FP&A Dream Tool

5,0 il y a 4 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Sameer
Systems Accountant (Nouvelle-Zélande)
Produits chimiques, 1 001–5 000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Adaptive User

4,0 il y a 4 ans

Commentaires : excellent tool for forecasting, budgeting and reporting

Avantages :

Very easy to use and set up as well, also easy to able to be deployed across the business and user training required is minimal.

Inconvénients :

to start with it is cloud based and very easy to begin with

Joel Neil
Joel Neil
Specialist Recruiter (R.-U.)
Utilisateur LinkedIn vérifié
Production audiovisuelle, 10 000+ employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Powerful

5,0 il y a 9 mois

Commentaires : It helped us to give real time reports to management that helped them to get financial planning solutions.

Avantages :

Very easy to use reporting and real-time consolidation that helps planning ahead. Mostly used for reporting to high management, and each time it provided fast and amazing solutions. Has lots of features.

Inconvénients :

Limited customisation and overall pricing could be the only con but works really well with large companies.

Stefan
Finance Analyst (É.-U.)
Transport routier/ferroviaire, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Budget made easy

5,0 il y a 3 mois

Avantages :

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!

Inconvénients :

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

Tyler
Consultant (É.-U.)
Conseil en gestion, 2–10 employés
Temps d'utilisation du logiciel : Essai gratuit
Source de l'avis

Great brand and excellent product

5,0 la semaine dernière Nouveau

Avantages :

It has great and intuitive features and adapts well.

Inconvénients :

It is a bit expensive, especially for smaller companies.

Nick
Senior Financial Analyst (É.-U.)
Santé, bien-être et fitness, 1 001–5 000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Adaptive has created a tool that is easy to use and provides value almost instantly.

5,0 il y a 7 ans

Avantages :

I love the ease of creating a budget and the ability to quickly create a new forecast. Adaptive has created a formula wizard that is similar to excel, which makes it easy for excel based planners to easily adapt. Adaptive also has an excel interface for reporting, OfficeConnect which makes reporting even easier. They have also created an upload feature to easily maintain your hierarchy, dimensions and attributes. For a company as large as ours it makes the maintenance of the system easier. Since Adaptive is Cloud based there is no sharing excel files. I can work with anyone in my organization from anywhere and we are all able to access the same file. Since everything is housed in Adaptive we are able to collaborate easier and make better decisions.

Inconvénients :

There is always room for improvement and Adaptive is always listening to its customers. There are some features that make reporting a little clunky, rollups. They recently updated the reporting tool within Adaptive, but it doesn't seem as user friendly as the older version. Hopefully over time it will be easier to use.

Rob
Manager of FP&A (É.-U.)
Temps d'utilisation du logiciel : Non fourni
Source de l'avis

Consistency and savings through use of Adaptive Planning

5,0 il y a 8 ans

Commentaires : When I started in my role as Manager of FP&A with an agricultural inputs company, one of my first tasks was to move our planning and forecasting processes away from Excel workbooks. Trying to manage P&L's for 200+ retail locations and departments, combined with nearly 2,000 employees, during a high-growth period proved to be challenging, to say the least. Adaptive Planning has streamlined our planning and forecasting cycles and helped us to standardize metrics, reporting and analysis. Through the use of multiple versions, we have the ability to compare plans, forecasts and actuals across the organization. My only regret related to Adaptive Planning was the timing of our implementation. We started our implementation in late-July and finished in October, which coincided with our annual planning cycle. We survived, but I would not recommend this timeline! Pros:
1) Implementation was relatively quick (even though we implemented during our annual planning cycle).
2) Affordability compared to other SAAS and on-site alternatives.
3) Flexibility allows us to mold portions of the product to our needs.
4) Customer support is excellent and timely.
5) Tool can be maintained by Finance; IT involvement is not required for installation or maintenance.
6) Ongoing product enhancements continue to improve this product.
7) Office Connect allows for creation of templates in Excel, Word and PowerPoint. Updating with current results is a simple refresh button-click.
8) Attributes and dimensions allow for unlimited slicing/dicing of organizational data.
Cons:
1) Only a single organization structure is currently available in a single-instance installation. This has caused some headaches, especially in the window of year-end close and progressing into a different organization structure in the new year. We have worked around this issue by utilizing level attributes to view our data in multiple structures.
2) The reporting side of the tool could be improved, including automating linkage to standard distribution/reporting platforms. For example, we use SharePoint for distribution of standard reports, but publishing reports from Adaptive to SharePoint is currently a manual process.

Carrie
Financial Analyst (Canada)
Enseignement supérieur, 1 001–5 000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Improved Reporting

4,0 il y a 8 ans

Commentaires : 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.

Avantages :

The System is easy to use, developer friendly and customizable

Inconvénients :

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.

Steven
Sr. Director, Finance (É.-U.)
Gestion d'organisme à but non lucratif, 501–1 000 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Adaptive Planning eval

4,0 il y a 8 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

Carolina
Consultora Juridica (Portugal)
Système judiciaire, Auto-entrepreneur
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Workday is a very practical and easy app to manage.

5,0 l’année dernière

Commentaires : Workday is an easy and clear app that we can manage all our professional life.

Avantages :

Workday is an easy and clear app. We can manage our professional life.

Inconvénients :

It's not something really essential, but I couldn't close the signs of alerts even when I check the messages, because it is not clear how to do it.

James
Phleb Tech II (É.-U.)
Cabinets médicaux, 1 001–5 000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

review

5,0 l’année dernière

Avantages :

it runs without interfering with other programs.

Inconvénients :

does not have any issues that I am aware of.

Chris
Sales Manager (É.-U.)
, 201–500 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis
Source : SoftwareAdvice

Great tool of value!

4,0 il y a 6 ans

Avantages :

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.

Inconvénients :

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.

Michael
Senior Manager, FP&A (É.-U.)
, 201–500 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis
Source : SoftwareAdvice

Planning and forecasting made easy.

4,0 il y a 6 ans

Avantages :

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

Inconvénients :

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.

Andrew
Andrew
Accounting Analyst (É.-U.)
Temps d'utilisation du logiciel : Non fourni
Source de l'avis

My experience with Adaptive

4,0 il y a 10 ans

Commentaires : Adaptive is a great business platform for budgeting, collaboration, and report generation. In my company it is my job to provide managers with useful tools to help with different aspects of business unique to their functional area. The pros of Adaptive:
1) Brings departments together by providing one platform to easily manage and control budgets.
2) Allows for a quicker budgeting process.
3) Different access levels allow top managers to control what different departments can see.
4) Can store years and years of data all of which can be easily accessed.
5) Can be accessed from anywhere in the world with internet connection.
6) Reports can easily be created. Depending on the complexity and type of report, reports can be customized and suited to the needs of the user. Some report types are interactive, different scenarios/results can be presented depending on the user's selections.
The cons of Adaptive:
1) It takes a little long to get used to.
2) Creating formulas and rolling them out can be very challenging. (A lot of trial and error)
3) Reading through the tutorials can be time consuming. I wish they had more practice videos.
Overall, Adaptive is an awesome business platform. Once you get the hang of it you really begin to enjoy it. It allows you to create so much, the amount of reports that can be generated is endless. Furthermore, you can easily upload data and track budgets. This is a great tool for managers especially those with large budgets and variable costs.

Elizabeth
Financial Planning Analyst (É.-U.)
Construction, 1 001–5 000 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Adaptive Insights Planning Review

5,0 il y a 8 ans

Commentaires : We started using AI about a year ago to get away from excel modeling and planning. AI has allowed us to created a driver-based model, implement rolling forecasts, and involve content owners from all departments in the planning process! This tool is awesome! Easy to use, easy to maintain, and the customer support is unparalled!

Avantages :

User friendly, cheap, good customer support

Inconvénients :

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

Sandra
Financial Analyst (É.-U.)
Équipements publics, 51–200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Flexible, User Friendly Software

5,0 il y a 7 ans

Commentaires : Our Finance team switched to Adaptive Planning from another software that was very inflexible and required both outside consultants and house IT staff on a regular basis. Adaptive Planning was a very smooth implementation. It allows great flexibility in your planning models without the heavy reliance on consultants and IT. The ad hoc reporting and additional benefit of Office Connect have been very valuable in our planning processes.

Avantages :

Flexible, cloud based, user friendly

Eutiquio
Data Analyst (Philippines)
Externalisation/délocalisation, 51–200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Reliable and easy to use tool for data business planning

5,0 il y a 2 ans

Avantages :

It has easy-to-use features that are good for reporting, planning, and data visualization.

Inconvénients :

The only that I don't like with this software is that it freezes and crashes on my computer. But I think I need upgrades on my computer. Overall, the software is good.

Flavio
Financial Controller
Fabrication électrique/électronique, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis
Source : SoftwareAdvice

Good product ignore you are a serious user.

4,0 il y a 7 ans

Commentaires : Extremely flexible planning and reporting tool. Requires good knowledgeable about (I) the business, (ii) company's finance and accounting practices and (iii) ERP and ancillary systems.

Amy
Business Analyst (É.-U.)
Externalisation/délocalisation, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Very Flexible

5,0 il y a 8 ans

Commentaires : We love the many options and flexibility that we have with Adaptive. Everyone that we have worked with has been awesome!

Avantages :

Flexibility

Matthew
Director of Sales (Australie)
Logiciels
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis
Source : SoftwareAdvice

Easy-to-use, finance owned, superior to Excel. This must be reviewed.

4,5 il y a 8 ans

Avantages :

It is easy-to-use so we don't need any expensive technical people to maintain it. Our management and finance team own the entire solution. It is also very scalable from small organisations to large multinational multi-billion dollar revenue organisations. Scalable in the context of - price, performance, functionality and integration.

Inconvénients :

A few months ago I would have said the reliance on Java, but that has now been removed. It's happy days for us Adaptive customers.