TrustRadius Insights for Workday Adaptive Planning are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Ease of Use: Reviewers have consistently praised the platform for its intuitive and user-friendly interface, making it easy to navigate, create reports, customize dashboards according to specific requirements. Users find the clean layout and drag-and-drop functionalities in Reporting simplify report design and customization.
Flexibility in Customization: Users appreciate the extensive customization options available on the platform, allowing them to create tailored sheets, reports, dashboards that suit their unique needs and preferences. The variety of custom dimensions and attributes in Budgeting has been highlighted for facilitating easy data analysis manipulation.
Efficient Customer Support: Many reviewers have commended the efficient customer support provided by the platform. They note quick assistance, helpful guides continuous software improvements contributing positively to user experience.
Adaptive Insight is used to consolidate various ERP environments to one reporting environment for the entire company. It consolidates information from many places into one place so reporting is easier. Additionally, it interfaces with our forecasting tool and communicates information to various personnel within the company.
Pros
Assimilates information from various corporate entities into a usable and readable form.
Very much like a giant spreadsheet and a reporting tool.
Can make communication within organization easier with Discovery tool and export of information back to users.
Likelihood to Recommend
Appropriate for data systems from various forms, spreadsheet , ERP system, CRM and consolidates. Limited graphic capabilities in Discovery module although the Office Connect module is excellent for recurring tasks such as board of director slides etc.
Cons
Not for items that more not monthly items, production reports are not appropriate nor daily sales data.
Adaptive Insights is used by several departments within our organization and more are coming online this year. Each budget manager creates and manages his/her own budget. Adaptive Insights provides a single source to track and rollup expenses by line of business, category and/or project. Adaptive Insights is flexible and allows us to do multiple type reports.
Pros
The ability to create multiple reports with filters and customization is crucial to our business.
The abundance of training materials for basic and advance users is great. These materials have saved me from creating and distributing my own.
The easy to use Web interface is great. I and budget managers can access the site from anywhere. Plus it is so easy for the budget managers to understand/use, I don’t have to worry if the information is correct or not.
Cons
Change the save button to a different symbol. Some of our younger budget managers have never used a disk so they don't recognize the symbol.
Likelihood to Recommend
For any business wanting to track expenses, this tool is appropriate. Some of the selection questions we asked were: Is it able to calculate cost by person, per accounting month, burden with tax and benefits and most of all will it calculate based on employment dates? Is it able to handle Fx rates? Is it able to add project specific costs? Is it able to handle multi level organizations? Is it able to handle specific category spend? Is it able to handle multi year expenses? Is it able to handle multi versions for planning and forecasting? Is it is easy to use with and can we implement it with little training?