Workday Adaptive Planningのレビュー

Adaptive provides meaningful insight into our financial data!

製品を使ってみた感想： 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!

良いポイント:

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

改善してほしい点:

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.

Adaptive User

製品を使ってみた感想： excellent tool for forecasting, budgeting and reporting

良いポイント:

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.

改善してほしい点:

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

Sophisticated, but slow software

製品を使ってみた感想： The actual forecast model is very nice, but I wish the software could be more user-friendly, and faster.

良いポイント:

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.

改善してほしい点:

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.

A Powerful and Resourceful Software

良いポイント:

With this tool, we have an easy time planning and automating budgets. It is a great EPM

改善してほしい点:

With Workday Adaptive Planning, no major challenges

Outstanding Planning and Reporting Platform

製品を使ってみた感想： We plan at a very granular level, and Adaptive's formulas and overall approach to modeling has made this tool a pleasure to work with. Like any new tool, it took our team a little bit of time (~3 months) of getting used to it, but this is simply a tool we can't live without now. In addition to the feature set, the customer support is outstanding. Very responsive to questions and highly knowledgeable on a variety of topics.

良いポイント:

Feature set is very strong. Customer support is among the best in the industry. Highly responsive to detailed technical questions.

改善してほしい点:

Like any new platform, it took our team a few months after go-live to really utilize the power of the tool, but now it simply a resource that we can't live without.

Great budgeting and forecasting solution

良いポイント:

Seems like it is built similar to the excel spreadsheet model where you can really make it anything you need.

改善してほしい点:

Requires more training at the front end compared to other more robust (and expensive) systems. Doesn't seem to have two-way communication with Sage Intacct with regard to real time data pulls.

Workday for company data management

製品を使ってみた感想： 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.

良いポイント:

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

改善してほしい点:

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

Easy to use

良いポイント:

Once you get familiar with Workday, it is every easy to use.

改善してほしい点:

Figuring out where everything is that I need.

Friendly App

良いポイント:

Very informative and accessible application.

改善してほしい点:

Technical error may cause to bug the application

Budget made easy

良いポイント:

We use Adaptiv for our budgeting purposes. Their importing function makes it easy for users to upload data for analysis. Adaptiv planning has made our budgeting planning easy!

改善してほしい点:

There were a few bugs in the past, but they have been resolved.

Adaptive has created a tool that is easy to use and provides value almost instantly.

良いポイント:

I love the ease of creating a budget and the ability to quickly create a new forecast. Adaptive has created a formula wizard that is similar to excel, which makes it easy for excel based planners to easily adapt. Adaptive also has an excel interface for reporting, OfficeConnect which makes reporting even easier. They have also created an upload feature to easily maintain your hierarchy, dimensions and attributes. For a company as large as ours it makes the maintenance of the system easier. Since Adaptive is Cloud based there is no sharing excel files. I can work with anyone in my organization from anywhere and we are all able to access the same file. Since everything is housed in Adaptive we are able to collaborate easier and make better decisions.

改善してほしい点:

There is always room for improvement and Adaptive is always listening to its customers. There are some features that make reporting a little clunky, rollups. They recently updated the reporting tool within Adaptive, but it doesn't seem as user friendly as the older version. Hopefully over time it will be easier to use.

Flexible and Comprehensive Planning and Reporting

製品を使ってみた感想： I've been using Adaptive Planning for 4 years and at 2 employers. The software has not only improved the accuracy and accountability of our budgeting, forecasting and reporting, but has saved thousands of hours of time.

良いポイント:

The software is flexible. It can be developed and managed internally or you can work with external experts if needed. I like that the cloud software is continuously improving and developing to meet the needs of its customers. There are new releases every six months that improve its functionality based on customer needs and requests. And more importantly, all updates are done on the cloud so that there is no need for the IT department to get involved.

改善してほしい点:

There aren't many things specific to the software that I don't like. I would say that the most difficult part about using this software is managing the requests from management so that it doesn't compromise the value of the software.

Powerful software, makes life easier, business insights more accessible

製品を使ってみた感想： I have previous experience using Hyperion, Peoplesoft, and Microsoft Excel to create and maintain financial models. As flexible as regular spreadsheets are, it was always hard to get everybody on the same page, referencing the same numbers, using the same version. I have been using Adaptive Planning for about 1.5 years now, with about 1 year as a systems administrator for the product. FP&A has truly become simplified. This tool has saved hours upon hours every month, as well improved accuracy and timeliness of reports. This allows us to function better as a business unit, and make more proactive models and decisions. My one gripe with Adaptive is their customer support. I have had a hard time getting several issues resolved in a timely manner. Nonetheless, I would highly recommend Adaptive to anybody stuck in "spreadsheet land"--there really is a better way.

良いポイント:

One source for all models and reported numbers. Interconnected data makes it easy to see the full effect of any changes, large or small.

改善してほしい点:

Customer support needs to work on responsiveness.

Strong Tool that Keeps Improving

良いポイント:

I like that adaptive has continued to innovate and improve their product over time. The basic plan option is solid for a SMB, though there are some individual bells and whistles that I would like it to have like Office Connect that require a more expensive membership

改善してほしい点:

Learning to speak the adaptive "language" is a big barrier to entry from an employee perspective, we become afraid to change the model for fear of breaking it so we aren't leveraging all we have available to us.

Quick results with an intuitive design

製品を使ってみた感想： 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.

良いポイント:

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

改善してほしい点:

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.

Workday is a very practical and easy app to manage.

製品を使ってみた感想： Workday is an easy and clear app that we can manage all our professional life.

良いポイント:

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

改善してほしい点:

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.

Adaptive is great for small to medium sized enterprises

製品を使ってみた感想： I use adaptive for 5 year planning, strategic modelling & scenario planning

良いポイント:

The ability to build a bottoms up budget/forecast is an attractive component on this software. It is an assumption based model that is easy to follow and update in the backend

改善してほしい点:

There is some functionality that it lacks for assumption sheet creation.

Great tool of value!

良いポイント:

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.

改善してほしい点:

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.

良いポイント:

The ease of creating forecast versions provides a quick way to develop multiple scenarios during the forecasting process.

改善してほしい点:

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

製品を使ってみた感想： 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

製品を使ってみた感想： 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!

良いポイント:

User friendly, cheap, good customer support

改善してほしい点:

Somewhat limited functionality in areas, but they are constantly releasing new updates with added functionality and other improvements

Flexible, User Friendly Software

製品を使ってみた感想： 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.

良いポイント:

Flexible, cloud based, user friendly

Best planning tool I have used!

良いポイント:

I loved the user experience as a whole. The interface feels very modern and as easy to use.

改善してほしい点:

I wish it had more functionalities to easily do project level budgeting.

Adaptive Insights

製品を使ってみた感想： I use adaptive planning for corporate budgeting and long term forecasting. It is a great tool that is very flexible. Being able to build the financial model in a collaborative, team based manner instead of in numerous different excel models is a much better process.

良いポイント:

[1] Version comparison is easy for variance analysis [2] Adaptive office connect is a very useful excel based reporting tool [3] Flexible system based planning and scenario analysis accelerates planning cycles and reduces data integrity issues

改善してほしい点:

The biggest issue that i have run into is the way actuals flow into locked plan versions. If you have a formula in a locled plan version that references actuals and you change the actuals data, then it will change you plan numbers even though the period is locked.

Decent software tool, but could use greater reporting capabilities.

良いポイント:

Easy to navigate and use. Process for uploading and downloading are nice and simple.

改善してほしい点:

Very basic reporting features, lacks more robust reporting capabilities. Would be nice if they added a screen freeze feature to lock the initial view when scrolling.