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Finance and FP&A teams who are still using spreadsheets for budgeting and forecasting, but need an affordable solution to solve for broken links, data integrity issues, and version control errors.
Business Owners and managers looking to grow their business Business Advisors, Consultants & Coaches Accountants, Bookkeepers, and Financial Advisors looking to build their advisory services
I love the adaptability and ability to gain access to various information. It has allowed much greater access to analyzing our Key Performance Indicators.
Inability to run reporting on one entity (only runs in consolidation). Inability to modify reports without creating a new report.
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.
The only thing maybe due to my lack of knowledge, you would have to create the pie/column charts for them to show in different dashboards, otherwise they interfere with each other.
In addition to the feature set, the customer support is outstanding. Very responsive to questions and highly knowledgeable on a variety of topics.
However, there are sometimes glitches so that's annoying.
Ease of use is my favorite thing about the software. It is super easy to use and training new employees is a breeze.
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.
A great tool to help streamline and automate my advisory offerings. I feel more confident presenting myself to prospects.
If we had negative we would've cancelled after the first sub.
Most unusually, the process of getting schooled by [SENSITIVE CONTENT HIDDEN] has been enjoyable and his ability to interpret and work out what training would be most valuable has been superb.
Not for small companies. Real time errors are occurring sometimes.
The overall experience was impressive , the sale , purchase, activation, set up, and continued check in from the support team to ensure a happy customer.
A lot of the old site is not designed to be intuitive.A refinement and reduction of resources to the key kit - requires the removal otr hiding ofdated info.
So far it has been great. The support has been been "off the board" and the software has given me what I was looking for.
Every piece of software has its unfortunate little glitches and annoyances.
Workday Adaptive Planning
Top FeaturesMaus
Workday Adaptive Planning
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