
Workday Adaptive Planning
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183 avaliações
- Setor: Software
- Porte da empresa: 2 - 10 funcionários
- Usado Semanal durante Avaliação gratuita
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Fonte da avaliação
Classificação geral
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 8.0 /10
WAP valuation
Avaliado em 17/11/2022
Vantagens
Ferramenta muito completa, tendo em consideração a concorrência.
Desvantagens
Demasiadas funcionalidades o que causa alguma falta de alinhamento. deve ser melhorada UX
- Setor: Varejistas
- Porte da empresa: 1 001 - 5 000 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 7.0 /10
Great product for your business
Avaliado em 07/01/2021
I have complete control over my data using this software.
Vantagens
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.
Desvantagens
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.
- Setor: Petróleo e energia
- Porte da empresa: 201 - 500 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Awesome product for a great value. Takes budgeting and forecasting to a new level.
Avaliado em 01/05/2017
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.
Vantagens
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.

- Setor: Serviços financeiros
- Porte da empresa: 5 001 - 10 000 funcionários
- Usado Mensal durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Praticidade
- Probabilidade de recomendação 6.0 /10
Powerful but quite a decadent interface
Avaliado em 12/09/2019
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.
Vantagens
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
Desvantagens
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
- Setor: Saúde, bem-estar e condicionamento físico
- Porte da empresa: 1 001 - 5 000 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Adaptive has created a tool that is easy to use and provides value almost instantly.
Avaliado em 01/08/2017
Vantagens
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.
Desvantagens
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.
- Setor: Roupa e moda
- Porte da empresa: 10 000+ funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 9.0 /10
Best financial tool on the market in my opinion
Avaliado em 02/10/2016
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.
Vantagens
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.
Desvantagens
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.
- Setor: Serviços financeiros
- Porte da empresa: 501 - 1 000 funcionários
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
Adaptive Planning Has Saved Us Thousands of Hours
Avaliado em 24/02/2016
Have been using Adaptive Planning since 2012 for two different companies. The software has steadily improved to handle most of the complexities of our business. The user interface is intuitive and the way it integrates actuals from our accounting software with various versions of forecasts and budgets is a huge timesaver. On top of that, data can be easily accessed through reports or an Office add in.
Vantagens
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.
Desvantagens
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.
- Setor: Serviços e tecnologia da informação
- Porte da empresa: 5 001 - 10 000 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Praticidade
- Probabilidade de recomendação 10.0 /10
Best planning tool I have used!
Avaliado em 14/08/2019
Vantagens
I loved the user experience as a whole. The interface feels very modern and as easy to use.
Desvantagens
I wish it had more functionalities to easily do project level budgeting.
- Setor: Impressão
- Porte da empresa: 201 - 500 funcionários
- Usado Diariamente durante 6 a 12 meses
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 9.0 /10
Great product!
Avaliado em 19/09/2016
It has simplified our work quite a bit. We are no longer dependent on our previous excel-based reporting tools. Creating and modifying reports have become a very process.
Vantagens
Ease of implementation and use.
Desvantagens
Still developing some modules, need time to improve
- Setor: Serviços meio ambientais
- Porte da empresa: 51 - 200 funcionários
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Fonte da avaliação
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- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
Wonderful experience with Adaptive so far
Avaliado em 11/03/2016
My company has rolled out Adaptive for our budgeting. It took quite a bit of time to build out al of our models. Our budget managers have responded very positively to Adaptive. We appreciate that we are no longer passing excel spreadsheets back and forth. One budget manager even started that she is having the important budget conversations a month earlier than she used to. We are still working to develop our reporting in Adaptive.
Vantagens
Various user groups can be built out to limit exposure to personnel information.
Desvantagens
Certain sheets still use Java and this can slow things down.

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Fonte da avaliação
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- Praticidade
- Suporte ao cliente
Adaptive Discovery - A picture paints a thousand words!
Avaliado em 12/08/2014
Adaptive Discovery is changing the way we communicate finances to our leadership. They have traditionally received their monthly reports containing scads of numbers. I could see their eye's glaze over at times and they often asked, "so is this good or bad", or, how does this compare with such and such a month, or how does this number compare across the other stores? Now, they have a visual representation which they can drill into and can see trends developing before their eyes. They can see at a glance if something is outside a control limit, needing their attention, or can see at a glance if things are within guidelines or reaching goals we have set. I would love to be able to be able to zoom in when differences are small by changing the scale settings on the axis'. I love this product! It is making my life easier!
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Fonte da avaliação
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- Praticidade
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Consistency and savings through use of Adaptive Planning
Avaliado em 04/03/2016
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.
- Setor: Educação superior
- Porte da empresa: 1 001 - 5 000 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 8.0 /10
Improved Reporting
Avaliado em 26/10/2016
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.
Vantagens
The System is easy to use, developer friendly and customizable
Desvantagens
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.
- Setor: Esportes
- Porte da empresa: 11 - 50 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 4.0 /10
Great product, great customer service, lousy delivery on promises and too expensive
Avaliado em 24/06/2021
After a recent meeting I wrote notes: Workday works with large (>500 employee) organizations these days. They are treating us like a small fish. Makes me wonder how strategic more small non-profits like us matter to them. I think they are writing us off.
Nightmare roll-out with the implementation partner. We fired them. Adaptive consultants are good but too expensive. Not great at eliciting requirements or managing the project.
Vantagens
FP&A core functionality is outstanding!!!
Desvantagens
Visualization functionality is a kludge!
- Setor: Software
- Porte da empresa: 51 - 200 funcionários
- Usado Diariamente durante 1 a 5 meses
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Time Saver
Avaliado em 05/10/2016
Although it takes some dedicated time and experience to set this product up I would say it is the top time saving piece of software I have ever used. I was able to setup our company plan with limited assistance from Adaptive. The assistance I did receive was top notch and always available with short advance notice. I opted to use a Adaptive consultant and deal with her on the phone.
The product has been nothing but a time saver. It pays for itself many times over on a monthly basis. Being a startup I am constantly running new spins and versions of the budget and there is no way I could run as many scenarios using just excel. Days worth of work are reduced to hours. Like I said, it pays for itself many times over. I currently run a static budget and forecast on a monthly basis. I also run a one year rolling forecast that I will easily roll into my 2017 budget at year end. I would not hesitate to recommend this product to any of my fellow finance professionals.
Vantagens
Easy to run scenarios. Copy the forecast and make changes as necessary. Reporting is a breeze and no problems to do all kinds of variance analysis.
Desvantagens
It's complicated to get up and running. You need a dedicated resource to take the time to learn the product. I would say my biggest issue is the weak help manuals.
- Porte da empresa: 201 - 500 funcionários
- Usado Diariamente durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Praticidade
- Probabilidade de recomendação 9.0 /10
Great tool of value!
Avaliado em 28/02/2018
Vantagens
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.
Desvantagens
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.
- Porte da empresa: 201 - 500 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 8.0 /10
Planning and forecasting made easy.
Avaliado em 13/02/2018
Vantagens
The ease of creating forecast versions provides a quick way to develop multiple scenarios during the forecasting process.
Desvantagens
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.

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Fonte da avaliação
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- Praticidade
- Suporte ao cliente
My experience with Adaptive
Avaliado em 12/10/2014
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.
- Setor: Construção
- Porte da empresa: 1 001 - 5 000 funcionários
- Usado Diariamente durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Adaptive Insights Planning Review
Avaliado em 12/10/2016
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!
Vantagens
User friendly, cheap, good customer support
Desvantagens
Somewhat limited functionality in areas, but they are constantly releasing new updates with added functionality and other improvements
- Setor: Aparelhos médicos
- Porte da empresa: 1 001 - 5 000 funcionários
- Usado Semanal durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 6.0 /10
AI Review
Avaliado em 12/02/2019
Vantagens
This is a solid software base that my firm uses to consolidate forecasting data and pull those forecasts for board review. It is a great platform to use for data warehousing and to pull massive subsets of data. Those pulls can then be used and pasted into Excel or whatever template that you need to generate the proper metrics.
Desvantagens
The functionality is not as user friendly as you would like. The customized reporting is complex and hard to understand. I would recommend sitting in on a seminar or tutorial before committing to it. It isn't quite user friendly and, for us, we don't use it for anything but generating massive paste fills to be dumped into our reporting templates.
- Setor: Hospitais e Saúde
- Porte da empresa: 10 000+ funcionários
- Usado Diariamente durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 8.0 /10
Proactivity over Reactivity
Avaliado em 01/11/2016
Our initial implementation was rough. Our 3rd party consultant tried to fit our unique companies into their cookie-cutter implementation package and it didn't work out. Since rebuilding on our own, we have a model that works well for our family of companies and we are able to continually improve in conjunction with frequent Adaptive Suite upgrades and continued learning.
Vantagens
Ease of use, customer service.
Desvantagens
Web reporting
- Setor: Fabricação elétrica/eletrônica
- Porte da empresa: 51 - 200 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 9.0 /10
Good product ignore you are a serious user.
Avaliado em 23/02/2017
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.
- Setor: Software
- Porte da empresa: 1 001 - 5 000 funcionários
- Usado Diariamente durante 6 a 12 meses
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
I love using Adaptive compared to the other systems I've used
Avaliado em 09/02/2018
It is a great system and the company is putting a lot of work into the product.
Vantagens
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.
Desvantagens
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.
- Setor: Organização cívica e social
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Fonte da avaliação
Classificação geral
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Full implementation of Adaptive Planning with great results
Avaliado em 19/03/2015
Vantagens
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.
Desvantagens
We've had several acquisitions and re-orgs over the last few years, and changing the structure is pretty labor intensive.
- Setor: Bancos
- Porte da empresa: 1 001 - 5 000 funcionários
- Usado Diariamente durante 6 a 12 meses
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 9.0 /10
Easy to implement, ongoing support, frequent updates to make experience better
Avaliado em 26/06/2017
Dynamic planning, scenario analysis, administrative time reduction
Vantagens
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.
Desvantagens
A little bit rigid sometimes. There are a few simple functions that are possible, but require workarounds that are not really intuitive.