About Workday 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.

Pricing starting from:

US$15,000.00

  • Free Version
  • Free Trial
  • Subscription

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.

Business size

S M L

Deployment

  • Cloud-based
  • On-premise

Markets

Australia, Canada, Switzerland, Denmark, Finland, France, United Kingdom, Ireland, Japan, Netherlands, Norway, New Zealand, Sweden, Singapore, Thailand, Taiwan, United States, South Africa

Supported Languages

English, French, German, Japanese, Portuguese, Spanish

Pricing starting from:

US$15,000.00

  • Free Version
  • Free Trial
  • Subscription

Images

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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Workday Adaptive Planning video
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

Features

Total features of Workday Adaptive Planning: 111

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Benchmarking
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Control
  • CRM
  • Calendar Management
  • Cash Management
  • Collaboration Tools
  • Committee Management
  • Competency Management
  • Competitive Analysis
  • Consolidation/Roll-Up
  • Correlation Analysis
  • Cost Tracking
  • Customisable Dashboard
  • Customisable Reports
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Management
  • Data Visualisation
  • Demand Forecasting
  • Donor Management
  • Drag & Drop
  • Dues Management
  • Dynamic Modeling
  • ERP
  • Employee Management
  • Event Management
  • Exception Reporting
  • Expense Management
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For Nonprofits
  • Forecasting
  • Fundraising Management
  • General Ledger
  • Goal Setting / Tracking
  • Grant Management
  • Graphical Data Presentation
  • Historical Reporting
  • Idea Management
  • Income & Balance Sheet
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Calendar
  • Marketing Reports
  • Member Database
  • Membership Management
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • OLAP
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Predictive Analytics
  • Profit/Loss Statement
  • Profitability Analysis
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real-time Updates
  • Recruitment Management
  • Relational Display
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Management
  • Roadmapping
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Self-Service Reporting
  • Single Sign On
  • Social Media Management
  • Statistical Analysis
  • Strategic Planning
  • Succession Management
  • Succession Planning
  • Supply Chain Management
  • Task Management
  • Task Progress Tracking
  • Third Party Integrations
  • Trend / Problem Indicators
  • Version Control
  • Visual Analytics
  • Visual Discovery
  • Visualisation
  • Volunteer Management
  • Workflow Management

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Reviews

Overall rating

4.5 /5
(177)
Value for Money
4.4/5
Features
4.4/5
Ease of Use
4.2/5
Customer Support
4.5/5

Already have Workday Adaptive Planning?

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Showing 5 reviews of 177
Ben
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
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.

Alternatives Considered

Vena and Anaplan

Reasons for Switching to Workday Adaptive Planning

Previous positive experience with the product and one that I trust. Didn't see a reason to learn something new for the same price.
Eutiquio
Overall rating
  • Industry: Outsourcing/Offshoring
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Reliable and easy to use tool for data business planning

Reviewed on 11/7/2022

Pros

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

Cons

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.

John
Overall rating
  • Industry: Computer Software
  • Company size: 501-1,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 7.0 /10

Sophisticated, but slow software

Reviewed on 24/2/2022

The actual forecast model is very nice, but I wish the software could be more user-friendly, and...

The actual forecast model is very nice, but I wish the software could be more user-friendly, and faster.

Pros

Adaptive Planning is very sophisticated. There are so many ways models can be created, and it supports so many different versions which I love. I can create a forecast for every single GL account for every different department of the company.

Cons

First, the software is very slow for a company at around 1000 size. If you make even a slight forecast/formula update, it can take 30mins to an hour before you can start using it again.

Also, the formulas are very difficult to learn. The formula assistant feature definitely helps, but the way the formula is structured, it's almost impossible to use without the assistant.

Aaron Daniel
Overall rating
  • Industry: Outsourcing/Offshoring
  • 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

Review

Reviewed on 15/7/2022

My experience of using Workday Adaptive Planning is very good since my work is related to analyzing...

My experience of using Workday Adaptive Planning is very good since my work is related to analyzing data's of financial planning's etc.

Pros

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

Cons

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

Showing 5 reviews of 177 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:

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

Related categories

See all software categories found for Workday Adaptive Planning.