Avaliações do Workday Adaptive Planning

WAP valuation

Vantagens:

Ferramenta muito completa, tendo em consideração a concorrência.

Desvantagens:

Demasiadas funcionalidades o que causa alguma falta de alinhamento. deve ser melhorada UX

Great Product

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Adaptive Review

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

Vantagens:

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.

Desvantagens:

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.

Sophisticated, but slow software

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

Vantagens:

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.

Desvantagens:

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.

Powerful

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

Vantagens:

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.

Desvantagens:

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

An FP&A Dream Tool

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Adaptive User

Comentários: excellent tool for forecasting, budgeting and reporting

Vantagens:

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.

Desvantagens:

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

Adaptive provides meaningful insight into our financial data!

Comentários: Using Adaptive is a great experience! It's easy to learn, and once you try it, you will love it. I can forecast monthly , quarterly or whenever I like. Because my operational metrics, which drive our revenues and expenses, are also in Adaptive, I feel we get closer to our actual's each month. We have simplified our monthly reporting process from 6 days, to about an hour and a half. That extra time can be used to analyze the data, which is much more rewarding than ticking and tying numbers to a report. Our dashboard is solid and tells a story for our leaders. I love it!

Vantagens:

Ease of use Speed (refreshing and processing) Automatic load of our financial data using a connector Office Connect - an excel add in that allows me to run my financials in an instant Adaptive Insights support personnel are amazing! I get a call back very quickly if I have a problem, and I don't feel like I'm being rushed when I ask other questions

Desvantagens:

The sheets, which display our data across time, would be fantastic if I could add a YTD column anywhere I like. I would like to see my sheets display some simple graphs, which would allow me to display trends pictorially while reviewing with my customers.

Workday is a very practical and easy app to manage.

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

Vantagens:

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

Desvantagens:

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.

review

Vantagens:

it runs without interfering with other programs.

Desvantagens:

does not have any issues that I am aware of.

AP Clerk

Vantagens:

Very easy to use. User friendly reports.

Desvantagens:

I guess it was expensive. We didn't have it for very long.

Amazing planning software for non-profits!

Comentários: Implementing Adaptive Insights has made me feel like a kid on Christmas morning. Every new feature or discovered capability is a wonderful gift giving me my time and sanity back. I am the only FP&A for a mid-size company. We had outgrown Excel but had a hard time finding a planning software that could handle the allocations fundamental to non-profit accounting. We found Adaptive Insights and haven't looked back. The sales team is amazing, They are not only no pressure, but extremely helpful. We wanted to make sure our entire management team would be on board with new software. AI sales came out and did a personal demonstration for us and answered all of their questions. They also introduced us to great implementation consultants to help us set the instance up.We just finished our first year of planning in Adaptive and it was easy and user-friendly. I love Adaptive and will use it throughout my career.

Vantagens:

The user-friendly interface, customization, regular updates and wealth of support and information. Reporting is also easy to use and very powerful. One of our main challenges is accurately planning and reporting our allocations. AI makes it easy.

Desvantagens:

There is nothing I dislike about this software but there are a few things to be aware of. Unless you have 2 people exclusively working full time to set up the instance it will take you much longer than you think. Allow yourself a few months to set it up and know that a full, complete roll-out will probably take a full budget cycle.

Adaptive Planning Review

Comentários: Overall we have been pleased with Adaptive Planning. We originally transitioned to Adaptive from excel based reporting due to increasing data allocation requirements. After several months of implementation we were able to start populating our weekly financial reports entirely from data exported from Adaptive. The end result has been a significant decrease in reporting time, even though we now splice our data by more dimensions than we have looked at in the past. This would not have been possible in excel, and we now have more time to analyze our information instead of being stuck in the reporting cycle.

Vantagens:

The best part of the software for me is the ability to quickly create reports based on any selected dimensions, levels, and timeframes. This is something that historically would have taken us a significant amount of time and is now done in minutes.

Desvantagens:

My least favorite parts about the software are the difficulty in navigating the data sheets and the inability to lock formulas and values in historical versions while updating formulas going forward. I would love to see greater functionality to search in data sheets by specific columns.

The software will change you life...Seriously!

Vantagens:

This suite of products have changed the way we inform our leadership of the state of our operations each month. We no longer spend days and days preparing dry financials. Now, we are generating useful statements in seconds along with instantaneously seeing that same financial and operational data visualized in Adaptive Discovery in our interactive scorecard. The ease of use, and the level of support are the two greatest things about Adaptive.

Desvantagens:

The tools do everything we ask of them, and more. The monthly load of data from our GL and the operational data from other source systems being a manual process is my ultimate least favorite thing. We are implementing the Adaptive Discovery connector so that the data will be loaded in the future at the push of a button. That should take care of it, though. I think if I had to identify my next least favorite thing it's probably the high bar that it sets for all of our other reporting from other systems.

Quick results with an intuitive design

Comentários: This is a very robust software, that allows a strong look into the performance of your Company. The software has changed the way we are able to analyze our business.

Vantagens:

I love the adaptability and ability to gain access to various information. It has allowed much greater access to analyzing our Key Performance Indicators.

Desvantagens:

For items that are not uniformly put into our accounting system, there are some workarounds needed to figure out how to display the correct data.

flow and transparency for FP&A

Comentários: I've been using Adaptive since 2011, and I am fully satisfied with the Adaptive suit. Every year they are improving and developing the suit of services and product. I might be biased but the ease of use of the platform is really what's important for me. The flow and transparency of the data is equally important. I don't think I could be as good as I am when it comes to FP&A and reporting if it wasn't for using Adaptive.

Vantagens:

everything- ease of use

Desvantagens:

none

Great tool of value!

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.

Planning and forecasting made easy.

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.

My experience with Adaptive

Comentários: 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.

Adaptive Insights Planning Review

Comentários: 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

Flexible, User Friendly Software

Comentários: 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.

Vantagens:

Flexible, cloud based, user friendly

Reliable and easy to use tool for data business planning

Vantagens:

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

Desvantagens:

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.

Good product ignore you are a serious user.

Comentários: 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.

Very Flexible

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

Vantagens:

Flexibility

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

Vantagens:

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.

Desvantagens:

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.