Opiniones de Workday Adaptive Planning

Workday Adaptive Planning

4,5 (206)
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Software de planificación empresarial para la elaboración de presupuestos y creación de informes ágiles.

Calificación general

4,5 /5
(206)
Relación calidad-precio
4,4/5
Funcionalidades
4,4/5
Facilidad de uso
4,2/5
Asistencia al cliente
4,5/5

95%
de los usuarios recomienda esta aplicación
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206 opiniones

Santiago
Calificación general
  • Sector: Hardware informático
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Its a good plan to check it out

Revisado el 16/9/2023

Es un software competente y suficiente para empresas o usuarios que requieran un pronostico...

Es un software competente y suficiente para empresas o usuarios que requieran un pronostico sencillo y solido de hacer.

Puntos a favor

Ya que se maneja en la nube es fácil su acceso desde cualquier lugar para cualquier persona, así mismo su gran capacidad de personalización acorde a las necesidades del usuario lo hace un software ideal.

Desventajas

Su configuración puede ser algo complicada al principio

Blanca Lorena
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante 1-5 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

App empresarial

Revisado el 17/7/2023

Puedo consultar en el tablero de control los informes interactivos

Puedo consultar en el tablero de control los informes interactivos

Puntos a favor

Puedo realizar consultas de remuneraciones

Desventajas

Algunas veces no reconoce mi clave de usuario

Usuario verificado
Calificación general
  • Sector: Hostelería
  • Tamaño de la empresa: 1.001-5.000 empleados
  • Software usado Semanalmente durante Prueba gratis
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

excelente

Revisado el 8/5/2023

Puntos a favor

permite realizar planeacion de ejecucion adaptado a las necesidades del ususario optimizando el tiempo

Desventajas

se freeza en muchos casis y se pierde el avance si no se guarda.

Usuario verificado
Calificación general
  • Sector: Sistema judicial
  • Tamaño de la empresa: 501-1.000 empleados
  • Software usado Mensualmente durante Prueba gratis
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Mi experiencia en Workday Adaptive Planning

Revisado el 11/9/2023

Workday Adaptive Planning es de gran ayuda porque es una solución de planificación empresarial

Workday Adaptive Planning es de gran ayuda porque es una solución de planificación empresarial

Puntos a favor

El software Workday Adaptive Planning es de gran ayuda porque es una solución de planificación empresarial que permite a las organizaciones crear presupuestos, pronósticos y escenarios de forma ágil y colaborativa.

Desventajas

Es bastante bueno espero que sigan mejorando.

Kevin
Kevin
Calificación general
  • Sector: Hospital y atención sanitaria
  • Tamaño de la empresa: 10.000+ empleados
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente

We've had great experiences and success with Adaptive Insights

Revisado el 9/3/2016

We're a large corporation with multiple lines of business. Our main goal was to simplify our annual...

We're a large corporation with multiple lines of business. Our main goal was to simplify our annual budgeting process; to make it easier on the end users, give them ownership of their budgets and to cut down on the time it took to put the whole budget together. Adaptive exceeded those expectations.

Overall it's been great and I would highly recommend it.

Puntos a favor

Easy to implement and maintain. Easy for end users to understand how to use the software and the models. Give you instant access to "the whole picture". OfficeConnect is great for reporting.

Desventajas

Some admin functions are still a little tedious. The built-in reporting module needs some upgrading, but it's adequate.

Krystyna
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 1.001-5.000 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Adaptive Insights impresses even more than expected

Revisado el 30/1/2019

Puntos a favor

Our employees were used to working with Excel spreadsheets. We considered such an approach not completely effective, so our choice turned next to Adaptive Insights. There are no restrictions on the size of the documents. This program is synchronized with other applications, including such important for us solutions like SAP and Oracle. We like the high accuracy of the reports we can create on the tool’s base. It is also important that all data are in one place and don’t require much effort for their processing and analysis. Adaptive Insights is a multifunctional tool with a robust and well-thought-out suite of features. This application allows our employees to track finances, budgets, sales, resources, and labor contribution. With its help, our company’s managers are also able to collect divergent data, make various kinds of reports, build models, and make optimal business decisions.

Desventajas

It would be better if Adaptive Insights had an opportunity to filter for specific months while working with spreadsheets. This lack of functionality makes our work a bit confusing sometimes. We wouldn’t mind adding more advanced features to the planning tools as well. We believe it would behoove this product if it had several tutorial videos on how to use it to the full extent. Even though we find this tool user-friendly, it doesn’t mean at all that it is so for every company.

Lauren
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Probabilidad de recomendación 5.0 /10

Direct Integration with netsuite

Revisado el 27/2/2018

Puntos a favor

- direct integration with netsuite
-ease of use once established
-maintains various types of data including personnel information and financial reporting

Desventajas

- 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

Ben
Calificación general
  • Sector: Bienes de consumo
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Great software to project us into the next level of strategic finance.

Revisado el 13/9/2016

Overall, Adaptive Insights has been a great software to work with. AI has increased the FP&A...

Overall, Adaptive Insights has been a great software to work with. AI has increased the FP&A departments productivity during month end close and review by multiple days.

Puntos a favor

- The software is a cloud based, so you will have access anywhere you have the internet.
- No more “this worksheet is locked by another user” message.
- Imports and Exports to/from excel seamlessly…for those of you that like to work out of excel.
- Dashboard capabilities for more real time department metrics and visibility to spend.
- Rolling forecasting capabilities that allow us as a company to focus more on the future and less on the past.
- Instant Company budget/forecast results.
- Audit trails…never have to worry who, what, or when someone changed a number you budgeted or forecasted. All changes will be tracked.
- Company-wide visibility to Personnel and Capex planning that drives the cost of benefits, IT equipment, and supplies.

Desventajas

- Software enhancements are only every 4 to 5 months.
- Levels (Organization Departments) can be restricting to planning across multiple departments
- Noting variances in a report can be tricky at times.

Evan
Calificación general
  • Sector: Comercio minorista
  • Tamaño de la empresa: 1.001-5.000 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

Great product for your business

Revisado el 7/1/2021

I have complete control over my data using this software.

I have complete control over my data using this software.

Puntos a favor

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.

Desventajas

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.

Chris
Calificación general
  • Sector: Servicios financieros
  • Tamaño de la empresa: 501-1.000 empleados
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente

Adaptive Planning Has Saved Us Thousands of Hours

Revisado el 24/2/2016

Have been using Adaptive Planning since 2012 for two different companies. The software has...

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.

Puntos a favor

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.

Desventajas

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.

Manny
Manny
Calificación general
  • Sector: Gestión de organizaciones sin ánimo de lucro
  • Tamaño de la empresa: 1.001-5.000 empleados
  • Software usado Semanalmente durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Great Analysis

Revisado el 6/11/2018

It's a great tool and it's meeting a lot of our deadlines for forcecasting. Saving valuable time...

It's a great tool and it's meeting a lot of our deadlines for forcecasting. Saving valuable time and dollars.

Puntos a favor

software is very productive for forecasting and doing deep financial

Desventajas

Learning curve, it's not that easy to learn and you have to get used to the product. Can be more user-friendly and there can be more improvements.
can be expensive for some users.

Przemek
Przemek
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 10.000+ empleados
  • Software usado Mensualmente durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 6.0 /10

Workday for company data management

Revisado el 12/4/2023

Overall I am satisfied because Workday gave me all that I wanted to have in relation to my personal...

Overall I am satisfied because Workday gave me all that I wanted to have in relation to my personal data or company data. Even thought it was hard at start to navigate and find my self in the tool but after some time it is a pure pressure to work with Workday data.

Puntos a favor

We have all data related to our job in one place where we can work with them and put them to analysis.

Desventajas

The navigation is sometimes hard especially when the dashboard have a lot of information.

Lenny
Lenny
Calificación general
  • Sector: Transporte marítimo
  • Tamaño de la empresa: 1.001-5.000 empleados
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente

Working with Adaptive Insights is a breeze

Revisado el 24/2/2016

We have been using Adaptive Insights for over 4 years. So far we are a happy camper. We are happy...

We have been using Adaptive Insights for over 4 years. So far we are a happy camper. We are happy with our investment and choice. Adaptive greatly cut down our time in deploying and completing our annual budgets.

Puntos a favor

- Quick and easy to consolidate all accounts for all business units
- Status tracking is made easy
- Superb customer services

Desventajas

Would love to see the changes in future releases:
- Ability to import formulas rather than having to manually set up 1000+ formulas in Adaptive;
- Ability to line up notes in reports

Brian
Brian
Calificación general
  • Sector: Investigación
  • Tamaño de la empresa: 501-1.000 empleados
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente

Adaptive Planning is a Must for FP&A

Revisado el 2/3/2016

Our company has used Adaptive Planning for about 2 years now. We went from a complex Excel...

Our company has used Adaptive Planning for about 2 years now. We went from a complex Excel spreadsheet based system to an organized and efficient Adaptive budgeting process. The customization and flexibility in the system is almost limitless and impressive.

Puntos a favor

Customization, flexibility, value, security

Desventajas

Administration - learning to build and maintain the system is complex, but that is why the system is so powerful

Usuario verificado
Calificación general
  • Sector: Ropa y moda
  • Tamaño de la empresa: 10.000+ empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Best financial tool on the market in my opinion

Revisado el 2/10/2016

I use Adaptive as a replacement for excel in some aspects of my job. I mainly use it as month end...

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.

Puntos a favor

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.

Desventajas

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.

Rob
Calificación general
  • Fuente de la opinión

Calificación general

  • Facilidad de uso
  • Asistencia al cliente

Consistency and savings through use of Adaptive Planning

Revisado el 4/3/2016

When I started in my role as Manager of FP&A with an agricultural inputs company, one of my first...

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.

Carrie
Calificación general
  • Sector: Educación superior
  • Tamaño de la empresa: 1.001-5.000 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Improved Reporting

Revisado el 26/10/2016

Our Budgeting and Forecast process has significantly improved and can be identified through the...

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.

Puntos a favor

The System is easy to use, developer friendly and customizable

Desventajas

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.

Steven
Calificación general
  • Sector: Gestión de organizaciones sin ánimo de lucro
  • Tamaño de la empresa: 501-1.000 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Adaptive Planning eval

Revisado el 25/10/2016

We use Adaptive Planning as our primary Budgeting and Forecasting system. Many of the functions...

We use Adaptive Planning as our primary Budgeting and Forecasting system. Many of the functions are intuitive, but requires some time to get comfortable with the many functions that are available. I would not recommend the native reports, as they are difficult to generate quickly and easily without formal training. But their Office Connect add on tool is a nice enhancement to have to generate more custom reporting and also provides some degree of automation once the linked cells are set up properly.

Puntos a favor

The software behaves like a specialized version of Excel, however is limited in other areas that requires data to be exported into Excel to analyze more extensively.

Desventajas

The native reporting is not that easy to use, would prefer better canned reporting functionality.

Gino
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Time Saver

Revisado el 5/10/2016

Although it takes some dedicated time and experience to set this product up I would say it is the...

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.

Puntos a favor

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.

Desventajas

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.

georgeta
Calificación general
  • Sector: Hospital y atención sanitaria
  • Tamaño de la empresa: 1.001-5.000 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

flow and transparency for FP&A

Revisado el 24/2/2017

I've been using Adaptive since 2011, and I am fully satisfied with the Adaptive suit. Every...

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.

Puntos a favor

everything- ease of use

Desventajas

none

Justin
Calificación general
  • Sector: Externalización/deslocalización
  • Tamaño de la empresa: 5.001-10.000 empleados
  • Software usado Semanalmente durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 8.0 /10

Great tool for budgeting

Revisado el 16/11/2022

An excellent tool for budgeting once you have put in the time to learn to use it, you always have...

An excellent tool for budgeting once you have put in the time to learn to use it, you always have the feeling there is more to the software than you know how to use.

Puntos a favor

It is super flexible, allowing the user to enter costs by category, department/dimension/cost centre and easily switch between views. You can write little formula to budget by run rate, uplift by a percentage or similar to prior year phasing. You just need to learn a few rules.

Desventajas

It does not interface well with Workday itself, there was no way I could import staff basic salary into AP from Workday by department and employee for instance.

Mike
Calificación general
  • Sector: Administración educativa
  • Tamaño de la empresa: 201-500 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Best Planning Tool Period

Revisado el 13/7/2016

We chose Adaptive over competitors because it's in the cloud, it's customizable, and the price was...

We chose Adaptive over competitors because it's in the cloud, it's customizable, and the price was right. It has improved every aspect of the FP&A function within our company. Our budgeting cycles are shorter, our data is more reliable, and analysis and reporting are more real time.

Puntos a favor

Easy user adoption. Customizable. Reporting is sophisticated but not complicated.

Desventajas

N/A

Sandy
Calificación general
  • Sector: Seguros
  • Tamaño de la empresa: 1.001-5.000 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Adaptive is a must-have for any FP&A department!

Revisado el 9/5/2017

FP&A responsibilities - specifically budgeting and forecasting but also building out models and...

FP&A responsibilities - specifically budgeting and forecasting but also building out models and creating new versions for our analysts to use.

Puntos a favor

It has made our budgeting and forecasting process much better. We save so much time with our forecasts, which allow us to spend more time updating them meaningfully every month.

Desventajas

I would love to see Adaptive connect with Salesforce behind the scenes. At the moment we have to reconcile the variances between the two manually monthly.

Alex
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Adaptive Planning the best FP&A platform

Revisado el 19/7/2016

We implemented 20 customers using Cognos, Oracle and SAP. Adaptive was a huge discovery for us....

We implemented 20 customers using Cognos, Oracle and SAP. Adaptive was a huge discovery for us. Is an amazing solution. The best for all parties is that Adaptive is really administered for Finance people despite other software.

Puntos a favor

Ease of use.
Thought from Finance to Finance people

Desventajas

It´s not available for on premise environments.

Maria
Calificación general
  • Tamaño de la empresa: 501-1.000 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la opinión

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 8.0 /10

If you are looking to move away from spreadsheets and have one source for your financial data...

Revisado el 10/2/2018

Puntos a favor

It has all the features you would expect in your financial tool and they are constantly upgrading and adding addiitonal features. Customer support has been excellent and they actually seem to care about their customers.

Desventajas

Reporting functionality within the system could be enhanced. The native reporting is not that easy to use, would prefer better canned reporting functionality.