About Adaptive Planning

Workday Adaptive Planning, formerly Adaptive Insights, is a cloud-based enterprise planning software, which offers tools to help businesses collaboratively plan using tools for modeling, budgeting & forecasting. It offers features including balance sheets, expense tracking, workforce modeling, and more. Workday Adaptive Planning helps people in companies collaborate, gain insights, and make smarter decisions using powerful modeling and analytics. The cloud-native planning and analytics applications enable organizations of all sizes to adapt to a changing world and shifting business conditions with confidence and agility.

With Workday Adaptive Planning, businesses can reduce the time and energy that finance teams spend on spreadsheet-based planning. Workday Adaptive Planning can help users make faster, more informed business decisions with tools scenario planning, forecasting, financial intelligence analytics, and more.

With the drag-and-drop capabilities available in Workday Adaptive Planning, reports can be created and edited. They reflect real-time data and give users a view of the entire business. Users can drill down into corporate metrics, operational performance, and key performance indicators to quickly identify patterns and problem areas.

Workday Adaptive Planning allows businesses to streamline the process of reassigning values from one part of the organization to another by replacing multiple complex formulas with easy-to-create allocation rules.

With Workday Adaptive Planning, businesses can deal with multiple currencies effortlessly. Financial and currency logic simplifies departmental and global planning. Multiple features, such as Automatic Currency Exchange or Cumulative Translation Adjustment, eliminate the complexities of multiple currency management.

Businesses can create and maintain multidimensional finance models within Workday Adaptive Planning with no coding required. The intuitive interface accommodates all types of modeling—workforce, capital, and revenue—across businesses of any size or industry.

Key benefits of 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.

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, Japan, United States

Supported Languages

English, French, German, Japanese, Portuguese, Spanish

Images

Workday Adaptive Planning workforce planning
Workday Adaptive Planning analytics
Workday Adaptive Planning personnel plans
Workday Adaptive Planning company summary
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Adaptive Planning screenshot: Workday Adaptive Planning workforce planning Adaptive Planning screenshot: Workday Adaptive Planning analytics Adaptive Planning screenshot: Workday Adaptive Planning personnel plans Adaptive Planning screenshot: Workday Adaptive Planning company summary

Features

Total features of Adaptive Planning: 112

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Asset Management
  • Assignment Management
  • Audit Trail
  • Automatic Formatting
  • Bank Reconciliation
  • Benchmarking
  • Budgeting/Forecasting
  • Business Process Control
  • CRM
  • Calendar Management
  • Cash Management
  • Collaboration Tools
  • Committee Management
  • Competitive Analysis
  • Consolidation/Roll-Up
  • Correlation Analysis
  • Currency Conversion
  • Customisable Dashboard
  • Customisable Reports
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Visualisation
  • Donation Tracking
  • Donor Management
  • Drag & Drop
  • Dues Management
  • Dynamic Modeling
  • ERP
  • Employee Self Service
  • Event Management
  • Exception Reporting
  • Expense Management
  • Expense Tracking
  • Financial Analysis
  • Financial Reporting
  • For Nonprofits
  • Forecasting
  • Fund Accounting
  • Fundraising Management
  • General Ledger
  • Goal Setting / Tracking
  • Grant Management
  • Graphical Data Presentation
  • Historical Reporting
  • Idea Management
  • Income & Balance Sheet
  • KPI Monitoring
  • Key Performance Indicators
  • Member Database
  • Membership Management
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • OLAP
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Predictive Analytics
  • Profit/Loss Statement
  • Profitability Analysis
  • Progress Tracking
  • Project Accounting
  • Purchasing & Receiving
  • Qualitative Analysis
  • Quantitative Analysis
  • Quota Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real-time Updates
  • Relational Display
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Alerts
  • Roadmapping
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Self Service Portal
  • Self-Service Reporting
  • Simulation
  • Single Sign On
  • Social Media Management
  • Statistical Analysis
  • Strategic Planning
  • Task Management
  • Task Progress Tracking
  • Trend / Problem Indicators
  • Version Control
  • Visual Analytics
  • Visual Discovery
  • Volunteer Management
  • Workflow Management

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Reviews

Overall rating

4.5 /5
(171)
Value for Money
4.4/5
Features
4.4/5
Ease of Use
4.2/5
Customer Support
4.5/5

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Showing 5 reviews of 171
Ben B.
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Great Product

Reviewed on 15/9/2016

We are going into our third budget cycle using Adaptive and it has made our process much more...

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.

Pros

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.

Cons

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.

Jonny L.
Overall rating
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

An FP&A Dream Tool

Reviewed on 8/7/2020

I will always recommend Adaptive to FP&A professionals. Once you use it and truly understand it,...

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.

Pros

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.

Cons

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.

Lauren S.
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 27/2/2018

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

Evan K.
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 7/1/2021

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.

Sameer V.
Overall rating
  • Industry: Chemicals
  • 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 8.0 /10

Adaptive User

Reviewed on 14/7/2020

excellent tool for forecasting, budgeting and reporting

excellent tool for forecasting, budgeting and reporting

Pros

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.

Cons

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

Showing 5 reviews of 171 Read all reviews

Adaptive Planning FAQs

Below are some frequently asked questions for Adaptive Planning.

Adaptive Planning offers the following pricing plans:

  • Starting from: US$15,000.00
  • Free Trial: Available

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

We do not have any information about Adaptive Planning features

Adaptive Planning has the following typical customers:

51-200, 201-500, 501-1,000, 1,001+

Adaptive Planning supports the following languages:

English, French, German, Japanese, Portuguese, Spanish

Adaptive Planning supports the following devices:

iPhone (Mobile)

Adaptive Planning integrates with the following applications:

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

Adaptive Planning offers the following support options:

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

Related categories

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