# Workday Adaptive Planning Reviews **Vendor:** Workday **Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) **Average Rating:** 4.3/5.0 **Total Reviews:** 307 ## About Workday Adaptive Planning At Workday, we’re powering a new generation of intelligent planning. Driving business agility in an uncertain world, Workday Adaptive Planning’s AI-powered platform helps people gain insights, collaborate, and make smarter decisions, faster. Powerful modeling and analytics for any size organization, yet so easy for anybody who plans. Our planning cloud application enables organizations of all sizes to adapt to a changing world and shifting business conditions with confidence and agility. Workday ranks #1 in customer satisfaction in independent industry surveys from leading market analysts such as Gartner, Forrester, and BPM Partners. ## Workday Adaptive Planning Pros & Cons **What users like:** - Users appreciate the **ease of use** of Workday Adaptive Planning, enjoying smooth day-to-day operations and collaborative features. (13 reviews) - Users value the **efficiency** of Workday Adaptive Planning, enhancing teamwork and enabling faster, more accurate forecasts and reports. (11 reviews) - Users appreciate the **unified platform** of Workday Adaptive Planning, enhancing collaboration and data-driven decision-making across teams. (8 reviews) - Users appreciate the **flexibility and user-friendly interface** of Workday Adaptive Planning, enhancing collaboration and efficiency in planning. (8 reviews) - Users appreciate the **structure, flexibility, and transparency** that Workday Adaptive Planning brings to financial planning and forecasting. (8 reviews) - Users value the **collaboration capabilities** of Workday Adaptive Planning, enhancing budget management and organizational transparency. (6 reviews) - Users find the **easy setup** of Workday Adaptive Planning enables quick training and efficient usage across teams. (6 reviews) - Users value the **flexibility** of Workday Adaptive Planning for modeling various financial scenarios and adapting to business needs. (6 reviews) - Users value the **integration and real-time forecasting** capabilities of Workday Adaptive Planning for efficient decision-making. (6 reviews) - Forecasting Efficiency (5 reviews) **What users dislike:** - Users find the **complexity** of Workday Adaptive Planning daunting, particularly with configurations and data integration challenges. (5 reviews) - Users find the **complex setup** of Workday Adaptive Planning challenging, making data integration and customization time-consuming. (5 reviews) - Users find the **learning difficulty** of Workday Adaptive Planning frustrating, particularly due to its complex integration and setup. (5 reviews) - Users highlight a **steep learning curve** with Workday Adaptive Planning, making it challenging for new users to gain proficiency. (5 reviews) - Users find **difficult customization** in Workday Adaptive Planning, as it often requires extensive knowledge and can be time-consuming. (4 reviews) - Difficult Setup (4 reviews) - Users note a **steep learning curve** with Workday Adaptive Planning, requiring substantial training and expertise for effective use. (4 reviews) - Users find **limited customization** in Workday Adaptive Planning frustrating and often require professional assistance for changes. (4 reviews) - Limited Reporting (4 reviews) - Difficult Navigation (3 reviews) ## Workday Adaptive Planning Reviews ### 1. Efficient and flexible solution for financial planning and forecasting **Rating:** 4.0/5.0 stars **Reviewed by:** Dharamveer p. | Application Security Engineer, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2026 **What do you like best about Workday Adaptive Planning?** What I like best about Workday Adaptive Planning is how it simplifies financial planning, budgeting, and forecasting in one place. It provides a clear and structured way to manage data, and the real time updates make collaboration across teams much easier. I also like the flexibility in building models and reports, which helps in adapting to different business requirements without too much complexity. **What do you dislike about Workday Adaptive Planning?** What I dislike about Workday Adaptive Planning is that it can take time to fully understand and configure, especially for new users. Some advanced features require a learning curve, and initial setup can feel a bit complex if you are not familiar with planning tools. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday Adaptive Planning solves the problem of manual and disconnected financial planning processes. Instead of relying on spreadsheets, it brings everything into a centralized system, reducing errors and improving data accuracy. For me, it helps in making faster and more informed decisions, improves collaboration, and saves time by automating repetitive planning tasks. ### 2. Makes Budgeting Easier and Replaces Complex Spreadsheets **Rating:** 4.0/5.0 stars **Reviewed by:** Shrutika P. | Junior Developer, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2026 **What do you like best about Workday Adaptive Planning?** I use Workday Adaptive Planning for budgeting and forecasting in our organisation. It has replaced complex spreadsheets and brought everything into a single system, which makes collaboration much easier. The UI/UX is generally clean, and it helps us move through budgets and reports without much effort. From a performance standpoint, it handles most tasks well and updates data in real time, which helps improve accuracy. Its integration with other systems also supports keeping our financial data consistent. In terms of pricing and ROI, it offers solid value by saving time and reducing manual errors. Onboarding and support helped get started, although there is a learning curve at the beginning. The built-in intelligence and reporting features also make it easier to analyse data and make better-informed decisions. **What do you dislike about Workday Adaptive Planning?** It was pretty difficult to understand and learn at first. Also, performance can also slow down the system **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It solves the biggest problem of managing budgeting. ### 3. Streamlined Budgeting, Needs Better Reporting Flexibility **Rating:** 5.0/5.0 stars **Reviewed by:** ki b. | Assistant Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Workday Adaptive Planning?** I use Workday Adaptive Planning to build budgets and analyze financial performance, and it helps me stay organized by keeping our budgets and forecasts accurate. I like that everything is in one place and in real time, making it easier to budget and quickly adjust plans without dealing with a bunch of confusing spreadsheets. It's a relief to avoid managing the complexity of spreadsheets, especially as our company has grown. **What do you dislike about Workday Adaptive Planning?** I think that reporting could be more flexible because customizing reports exactly how I want can be a little tricky. I would like more drag and drop flexibility when building reports; right now, setting up custom layouts or reorganizing columns/rows can feel a bit rigid. It would be easier if I could quickly rearrange things without going through more than one setting. Also, the initial setup wasn’t super quick or very easy. It took some time, and a lot of effort went into mapping our existing spreadsheets into Adaptive Planning. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** I use Workday Adaptive Planning for building budgets and analyzing financial performance. It helps keep our budgets accurate, makes adjustments easier, and consolidates everything in real time. ### 4. Structured, Flexible Financial Planning with Real-Time Collaboration **Rating:** 4.0/5.0 stars **Reviewed by:** Daehoon K. | Director, Corporate FPA and Strategic Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Workday Adaptive Planning?** What I like best about Workday Adaptive Planning is its ability to bring structure, flexibility, and transparency to financial planning and forecasting. The platform makes it easier to build and update budgets, forecasts, and scenario models without relying heavily on manual spreadsheets, which reduces risk and improves consistency. I also value the real-time collaboration and version control. Stakeholders across finance and the business can work from a single source of truth, with clear visibility into assumptions, changes, and impacts. This significantly improves alignment and speeds up planning cycles. Finally, the reporting and scenario-planning capabilities are a major strength. The ability to quickly model different business outcomes and clearly communicate the financial implications helps support more proactive, data-driven decision-making across the organization. **What do you dislike about Workday Adaptive Planning?** One area of frustration with Workday Adaptive Planning is the learning curve for new users. While the platform is powerful, its modeling concepts, navigation, and terminology can be complex, requiring meaningful training before users can work efficiently or confidently. Additionally, some reporting and dashboard customization can feel rigid or time-consuming to adjust, particularly when compared to more modern, self-service analytics tools. Making small changes to views or reports often requires deeper system knowledge than expected. Finally, performance can be an issue with large models or complex calculations. As data volumes and scenario complexity increase, load times and recalculations can slow down workflows, which can be disruptive during critical planning cycles. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday Adaptive Planning addresses the challenge of managing complex, fast-changing financial plans in a spreadsheet-driven environment. It replaces disconnected models and manual processes with a centralized, structured planning platform that improves accuracy, governance, and scalability. The platform solves forecasting and scenario-planning limitations by enabling continuous planning and rapid modeling of different business outcomes. This benefits me by allowing quicker responses to changes in revenue, headcount, or costs, and by making the financial impact of decisions more visible and easier to communicate. Additionally, Workday Adaptive Planning improves cross-functional alignment and accountability. With shared assumptions, real-time updates, and a single source of truth, stakeholders operate from consistent data, reducing rework and enabling more confident, data-driven decision-making. ### 5. Robust Scenario Planning, but the Tool Feels Cumbersome to Use **Rating:** 2.5/5.0 stars **Reviewed by:** Kyle C. | Director - FP&A and Business Intelligence, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Workday Adaptive Planning?** Robust tool with multiple features and clear scenario planning. Integrated office connect add on through excel helped integrate data between the system and spreadsheets. **What do you dislike about Workday Adaptive Planning?** Overall, the tool was a little cumbersome to work with and required a lot of manual manipulation of the data prior to uploading. Integrations with other systems wasn't easy out of the box and support was provided but often required additional fees. As a solution, the price to value was a little higher than competitors in this space **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Adaptive helped solve annual budgeting and reforecasting processes across multiple departments. It created a central platform for teams to input budget details into ### 6. A single platform that truly supports the entire employee lifecycle. **Rating:** 5.0/5.0 stars **Reviewed by:** Ayush S. | Client manager, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** December 29, 2025 **What do you like best about Workday Adaptive Planning?** What I appreciate most about Workday Adaptive Planning is how it unifies financial planning, workforce planning, and the employee experience within a single platform. This integration allows organizations like FIS to plan and forecast efficiently across areas such as headcount, compensation, and operational costs, while also enabling scenario modeling and real-time decision-making. The platform further improves visibility into employee-related planning, including salary planning, workforce changes, and leave management, which empowers leaders to make well-informed, data-driven decisions. In summary, it fosters stronger collaboration, enhances resource planning, and creates a more connected employee experience throughout the organization. **What do you dislike about Workday Adaptive Planning?** While Workday Adaptive Planning is a powerful and flexible tool, some areas can feel complex, especially for new users. Certain configurations and reports require deeper system knowledge, and advanced customizations can sometimes be time-consuming. Additionally, navigating between modules or making quick changes may require more steps than expected. However, with proper training and experience, these challenges become easier to manage. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** What I like most about Workday Adaptive Planning is its ability to bring financial planning, workforce planning, and employee experience together on a single platform. It enables organizations like FIS to plan and forecast effectively across headcount, compensation, and operational costs while supporting scenario modeling and real-time decision-making. The platform also enhances visibility into employee-related planning such as salary planning, workforce changes, and leave management, helping leaders make informed, data-driven decisions. Overall, it supports stronger collaboration, better resource planning, and a more connected employee experience across the organization. ### 7. Powerful Tool with Complex Setup **Rating:** 4.0/5.0 stars **Reviewed by:** Lokesh K. | Manager - FP&A , Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** December 28, 2025 **What do you like best about Workday Adaptive Planning?** I really like the way Workday Adaptive Planning is designed to manage data at multiple levels and the reports that can be created through it. It allows me to view P&L at individual business lines as well as across total levels during different periods. This capability makes it valuable for analyzing our diverse lines of business. **What do you dislike about Workday Adaptive Planning?** It's quite difficult to change anything in Workday Adaptive Planning, and we need professional help to get it done. In the world of AI, this should be made easy so that even a new user can do changes. Also, the initial setup was tough and took quite a time to set up. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** I use Workday Adaptive Planning for financial planning and analyzing actuals. It automates tasks like preparing P&L and tracking metrics, simplifying data management across multiple business levels and KPI reporting. ### 8. Streamlined Forecasting with Intuitive Interface **Rating:** 4.5/5.0 stars **Reviewed by:** Mark J. | Head Of Commercial Finance **Reviewed Date:** November 13, 2025 **What do you like best about Workday Adaptive Planning?** I greatly appreciate Workday Adaptive Planning for its flexibility, allowing us to scale and manage challenges as our firm grows. The clean and easy-to-use user interface significantly enhances the user experience, making it intuitive and accessible. I admire how straightforward the initial setup is, which enabled us to establish a comprehensive forecasting and budgeting process in just three months. This adaptability allows for phased implementation, where we could initially load data via Excel and develop a functional solution that delivered outputs effectively. The ability to refine and improve integrations over time is a significant advantage, providing us with a robust product from the outset, which can be optimized further. These features collectively make Workday Adaptive Planning a powerful tool in strategic business planning. **What do you dislike about Workday Adaptive Planning?** I find the integration layer for feeding data into Workday Adaptive Planning to be quite complicated. This complexity makes it difficult to input data seamlessly, and if this process were simplified, I believe we could incorporate more data into the application more efficiently. The current complexity of this process is a significant barrier. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** I find Workday Adaptive Planning solves inefficient forecasting in Excel, reduces planning overhead by 66%, and enables long-term business projections with better scenario planning. ### 9. Streamlined Planning with Workplay Adaptive **Rating:** 5.0/5.0 stars **Reviewed by:** CA Ayush G. | Transaction Advisory Services Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2025 **What do you like best about Workday Adaptive Planning?** Workday Adaptive Planning is a powerful yet easy-to-use tool that makes budgeting, forecasting, and reporting feel effortless. Getting started is quick and smooth, thanks to its simple implementation process and excellent customer support that’s always ready to help. We use it to maintain a record of employees attendance. It gives a detailed view of the leaves balances by category such as sick leave balance, paid leave balance. Hence it helps the employee to keep a track and further plan his leaves accordingly. (attached screenshot). It also provides you component wise salary breakup, keep track of the official assigned trainings etc. It offers a wide range of features that fit different business needs, and its seamless integration with other systems keeps data accurate and up to date. We use it regularly, and it’s become an essential part of our planning process—reliable, efficient, and genuinely helpful in making better business decisions. **What do you dislike about Workday Adaptive Planning?** One drawback of Workday Adaptive Planning is that while it’s feature-rich, some advanced customization options can feel a bit complex and may require additional training or support to fully utilize. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday Adaptive Planning has taken the pain out of budgeting and forecasting by replacing slow, manual spreadsheets with a fast, centralized, and easy-to-update platform. Now we can make changes in real time, collaborate seamlessly across teams, and trust that our data is accurate. It’s made it much easier to adapt to shifting business needs, spot insights quickly, and make confident decisions—saving us time, reducing errors, and making the whole planning process far smoother. ### 10. Flexible Reporting, Easy Setup, Minor Access Issues **Rating:** 4.0/5.0 stars **Reviewed by:** Tim K. | Enterprise (> 1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Workday Adaptive Planning?** I like the flexibility for reporting with Workday Adaptive Planning. It's easy to build ad-hoc reports, which adds a lot of convenience to my work. Furthermore, the initial setup was super easy, making the transition smooth. **What do you dislike about Workday Adaptive Planning?** Assigning access can be problematic. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** I use Workday Adaptive Planning for budgeting, modeling, and showing actual financial performance. It offers flexibility for reporting, making it easy to build ad-hoc reports. ### 11. best experience ever **Rating:** 4.5/5.0 stars **Reviewed by:** Rachna J. | HR manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 03, 2025 **What do you like best about Workday Adaptive Planning?** The scheduling and attendance marking features are advanced and straightforward to use. I find the system user-friendly, making it easy to manage these tasks efficiently. **What do you dislike about Workday Adaptive Planning?** I haven't noticed any issues so far. It seems suitable for all users. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It addresses the entire process from scheduling meetings to ensuring user attendance. ### 12. Powerful Modeling for Forecasting, Budgeting, and Scenario Planning **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2026 **What do you like best about Workday Adaptive Planning?** Powerful tool to build complex models, scenario modelling, forecasting and budgeting. **What do you dislike about Workday Adaptive Planning?** Some things may not be intuitive to set up and takes a while to navigate to the proper place where the modules are housed. Nothing a quick AI search can't help solve **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It saved me a lot of time on forecasting and budget modelling. Was able to plug in complex variables to modify the ongoing needs of the org. ### 13. Workday Review **Rating:** 5.0/5.0 stars **Reviewed by:** sumeet y. | Technical Support Engineer, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 29, 2025 **What do you like best about Workday Adaptive Planning?** I love that it's a single, easy-to-use cloud system that connects all the teams. We can all look at the same numbers, run instant forecasts, and change plans on the fly. It just makes everything faster, more accurate, and easier to scale. Its a part regular usage in our business. **What do you dislike about Workday Adaptive Planning?** I do not see any dislikes because it gives more efficient and easy way to find our internal details **What problems is Workday Adaptive Planning solving and how is that benefiting you?** The best part is that Workday Adaptive Planning puts all our planning in one unified cloud system ### 14. Basic, but could be better and challenging for new users to learn **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Workday Adaptive Planning?** Workday Adaptive Planning can be useful for modeling only if your data is very clean. If you are a superuser of Adaptive, you can learn how to navigate and it generally does what you need it to do. Adaptive can be especially useful if your organization already is committed to a purchase of Workday's ERP or HRIS systems, so that they integrate well together. **What do you dislike about Workday Adaptive Planning?** There is a very steep learning curve to using it - UI is not intuitive for beginners, and revenue modeling is still easier and more efficient to do in Excel. If you use an implementation partner, be careful about who is selected and be careful to create a setup that will not require ongoing outside expert help to maintain. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It has been helping me understand forecasting of our income revenue vs monthly expenditures. ### 15. A reliable and easy-to-use tool for managing financial plans **Rating:** 4.5/5.0 stars **Reviewed by:** Shailesh S. | Principal Analyst - Global Sales Operations , Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** March 05, 2025 **What do you like best about Workday Adaptive Planning?** Workday Adaptive Planning has a straightforward interface that makes it easier to handle budgeting, forecasting, and reporting. It's easy to get around even if you don't have a technical background. **What do you dislike about Workday Adaptive Planning?** The pricing might be a bit steep, especially for smaller companies. It could be challenging for businesses with tighter budgets that still need robust planning features **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday Adaptive Planning makes forecasting, budgeting, and scenario planning much easier without relying on complex spreadsheets. It also helps us manage territories better by analyzing sales data and trends, leading to smarter resource allocation and improved sales performance ### 16. Workday for Tracking your day to day activity and check organization level info **Rating:** 5.0/5.0 stars **Reviewed by:** Rachit M. | Staff Quality engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2025 **What do you like best about Workday Adaptive Planning?** Time Related update, Check-in and Check-out, Assigned task by manager or Organization. It's easy to use. **What do you dislike about Workday Adaptive Planning?** Some time i forgot to check-out when I leave for Home from office so I Like if Workday throw some notification for same time when I leave the office. Yup and I use this in daily use for office **What problems is Workday Adaptive Planning solving and how is that benefiting you?** As of now I didn't see any issue with application. ### 17. Demo Formour FPA Planning **Rating:** 3.5/5.0 stars **Reviewed by:** Sejal P. | Executive Director, Enterprise (> 1000 emp.) **Reviewed Date:** September 16, 2025 **What do you like best about Workday Adaptive Planning?** I loved that it will help our firm with bridging the gap between HR and Finance. Providing more transparency into our budget headcount planning and actual headcount and being able to tell a story. **What do you dislike about Workday Adaptive Planning?** Nothing to date as we have not rolled out Workday Adaptive Planning **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Transparency into our overall headcount from the finance and HR side ### 18. Adaptive Admin **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** September 16, 2025 **What do you like best about Workday Adaptive Planning?** Collaborative budgeting environment versus Excel **What do you dislike about Workday Adaptive Planning?** When company doesn’t tether to other WD products **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Budgeting and forecasting ### 19. Workday Adaptive Planning has allowed us to remove a lot of our manual work. **Rating:** 4.5/5.0 stars **Reviewed by:** Kimberly F. | Senior Financial Planning Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2024 **What do you like best about Workday Adaptive Planning?** Being able to trust the data. Having a web-based solution for all of our budgeting/forecasting needs that eliminates the multiple versions of Excel documents being sent around. Allows for immediate update of data that executives can review and react to. **What do you dislike about Workday Adaptive Planning?** Formulas and calculations can be tricky to manage. You need one or two administrators that have a strong knowledge of these as well as triggers. Finding a clear learning path of the product, that does not result in additional charges. Taking an accelerated class on formulas and having to pay for it or pay a consultant is not a solution when we already pay for the product. Dashboards are not user friendly, each tile needs to be manually updated with dates. There are no features to select dates for an entire dashboard tab. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** We have created a lot of efficiency in our month-over-month forecasting. Being able to pick up the last month's forecast and create a new version with the existing values means teams can update only those values that have changed and not all values. We can compare against actuals and review trends. The connections to OfficeConnect, allows us to bring updates to individuals on an immediate basis with a refresh. Being able to use the Planning tool within Excel allows users to easily update personnel and capital projects, while also having calculations that are repeatable for future analysis. ### 20. From Excel Hell to Continuous Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Scott L. | CFO/CIO, Mid-Market (51-1000 emp.) **Reviewed Date:** October 01, 2024 **What do you like best about Workday Adaptive Planning?** Workdy Adaptive Planning is very easy to use. We have been able to quickly adopt and implement the solution, provide the flexibility for multple scenario modelling and unify our global reporting. **What do you dislike about Workday Adaptive Planning?** The lack of file structure through the menu bar makes navigating the models a little difficult. All sheets appear in the same menu bar regardless of what model they belong to. It would be asier and cleaner to be able to group these sheets into a menu option based on their specific model. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Our Business Units use 4-5 different accounting systems. We have been able to shift from a static annual Plan to Continuous Forecasting, with consolidated corporate reporting. ### 21. Adaptive Planning and Budget **Rating:** 4.5/5.0 stars **Reviewed by:** Anna G. | Sr. Financial Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Workday Adaptive Planning?** The ability to collaborate on Budget entries across an organization. **What do you dislike about Workday Adaptive Planning?** Limited Excel functionality within the tool. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Eliminates siloing work for Budget. No longer chasing down spreadsheets across the organization. ### 22. Easy, fast, sophisticated UI. **Rating:** 4.0/5.0 stars **Reviewed by:** Alfonso D. | Sr. Workday Adaptive Planning Administrator, Enterprise (> 1000 emp.) **Reviewed Date:** January 29, 2025 **What do you like best about Workday Adaptive Planning?** Ease of use. From a technical and functional standpoint. **What do you dislike about Workday Adaptive Planning?** Integrations. Power of One integration should be part of the Extend offering. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** many across different silos. ### 23. Workday Adaptive Planning **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2024 **What do you like best about Workday Adaptive Planning?** One of its standout aspects is its flexibility. It allows organizations to create customized financial models and forecasts that can adapt to their unique needs. Its user-friendly interface and powerful integration capabilities also make it easier for teams to collaborate and make data-driven decisions. The ability to perform real-time analysis and scenario planning is another strong point, helping businesses stay agile and responsive to changing conditions. **What do you dislike about Workday Adaptive Planning?** Finding comprehensive training and information for Workday Adaptive Planning can be challenging for several reasons. Despite Workday offering official training resources, these may not always meet every user’s specific needs or cover advanced features in depth. Documentation can vary in detail, and users might find that certain troubleshooting information or role-specific training is either limited or scattered across multiple sources. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Adaptive leads to more accurate and timely financial insights, improved efficiency in planning processes, and better alignment across the organization. This not only supports more strategic decision-making but also enhances the organization’s ability to adapt to changing conditions and drive business growth. ### 24. The Advantages of Workday Adaptive Planning **Rating:** 5.0/5.0 stars **Reviewed by:** Jake T. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2024 **What do you like best about Workday Adaptive Planning?** I like the easability of creating different versions based on different market scenarios for our AOP. The reports are extremely helpful when comparing actuals versus different versions of the AOP. One of my favorite features is the ability to sync with Office Connect in Excel, which is where I complete most of my BvA reports and allows for real-time updates. The import features allow us to easily upload our financial data and use for more dynamic reporting purposes. **What do you dislike about Workday Adaptive Planning?** It does time out quickly when unused for a brief amount of time. This can cause slight frustration when having to log back in and re-navigate to the place and filter selection that I was on. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It is helping us solve departmental cost inefficiences by giving us a platform to review departmental spending in a timely and effective manner. ### 25. Workday-Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2024 **What do you like best about Workday Adaptive Planning?** Easy to use is one of the best thing about Workday adaptive planning.It's design is so good that it helps in quickly building forecasts and reports and adaptive regardless of team size. **What do you dislike about Workday Adaptive Planning?** The setup and customisation is time consuming and complex mostly for people with unique needs.Handling large data set felt challenging. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It reduces human errors as it integrates data from various resources(ERP,HR,CRM).Adaptive Planning is helping us to quickly forecast "what-if" scenarios, giving an heads up to proactively assess risks and opportunities. This is especially valuable as markets are uncertain and when considering major business changes. ### 26. Workday Adaptive Planning review **Rating:** 4.0/5.0 stars **Reviewed by:** Sidharth J. | Workday Adaptive and Finance Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2024 **What do you like best about Workday Adaptive Planning?** One of the best things about Workday Adaptive Planning is its flexibility and adaptability. It allows organizations to easily adjust their plans and forecasts in real-time to adapt to changing business conditions, which is crucial for staying agile and competitive. You can create various what if scenarios and dashboard to understand how the KPIs can be used and changed according to the requirements. **What do you dislike about Workday Adaptive Planning?** Workday Adaptive Planning can be complex to set up and configure initially, requiring thorough training and expertise. Additionally, some users may find the interface to be less intuitive compared to other planning tools. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** I use Adaptive planning for Strategic workforce planning and financial planning. Once the sheets are designed and dashboard are configured, the data automatically reflects what is the workforce required and budget allocated for the specific time period. This is just one of the use case that helps me . ### 27. Overall really beneficial system! **Rating:** 3.5/5.0 stars **Reviewed by:** Dakota C. | Junior Staff Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Workday Adaptive Planning?** One of the biggest upsides to Worday Adaptive Planning is how diverse it is and how you can really build it out to fit what your specific company needs are. For example, setting up a personnel rolling roster, or vendor spend sheets. It is nice having one place to really house it all while getting out of the manual spreadsheets. This system is used daily for many various tasks in our organization, it would be a big task to house all this manually again! **What do you dislike about Workday Adaptive Planning?** The least helpful part of Workday Adaptive Planning would have to be the help system. I find it is a very complicated system or portal where only certain people are able to really get into it and do the trainings and forums. I would like to see a more user friendly system there. The implementation could have gone a bit better as well, we were shifted mid implementation and it seemed to really effect the flow of it all. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday adaptive planning really helps us contain all expenses for the company in one place. We are able to quickly navigate to our personnel, vendor spend, and benefits as easily as possible. I think that this has cut out no less than 10+ spreadsheets for us during budget/planning cycles. ### 28. Adaptive is adaptive **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Workday Adaptive Planning?** Ease of storing data from multiple in-house systems into one central place to keep together as well as blending multiple time frames and versions/budgets **What do you dislike about Workday Adaptive Planning?** OfficeConnect (excel interface) is a bit quirky sometimes in regards to behaving nicely with other instances of excel open. It can seem a bit rough to operate within at first, however, once you learn its workings it is much more flexible than the cloud matrix report option. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** We are able to blend multiple data sources providing consistent results. ### 29. Excellent Planning and Analytics Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Jerrod M. | Manager, Budgeting Systems, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2023 **What do you like best about Workday Adaptive Planning?** Adaptive is much more versatile than most planning software, and in most ways better than Excel for planning and analytics. It is great and bringing together data from multiple sources, especially if on the Workday platform, and really allows your team to collaborate in real time without any issues unlike trying to work in Excel workbooks at the same time or needing an adminstrator to enter data for you. Power users can even update models and reports themselves and share with others. The flexibility of designing your own models is also great in allowing you to plan however granular you need and have different methods of planning for different business units but bring it all together consolidated. **What do you dislike about Workday Adaptive Planning?** The reporting is the least useful feature. Yes, OfficeConnect gives you all the power of Excel and PowerPoint and is great if you can utilize it, but for now it only works on Windows when many businesses have shifted to Apple or Google platforms. Also OfficeConnect is not fast or easy to use like the web reports and web dashboards which are great for quick adhoc reports but not great for presentation level reports. This creates a huge disconnect in the quickness of analytics, if you want to run and show in depth analytics you'll need OfficeConnect due to the limited functionality and limited formula capabilites of Adaptive web reports which requires someone to build and maintain and refresh the OfficeConnect reports which is slow and not easily shared with other users. Also the planning functionality of the 3 sheet types have not been updated in years. Some new features or sheet types would be greatly appreciated. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Adaptive helps us bring multiple sources of data together for planning and analytics and move that data back to Workday Finance or HCM once the budgets have been completed. It allows us to run analytics much quicker than ever before in response to quickly changing trends. ### 30. The power of planning with agility and flexibility **Rating:** 5.0/5.0 stars **Reviewed by:** Arec H. | Enterprise (> 1000 emp.) **Reviewed Date:** August 21, 2023 **What do you like best about Workday Adaptive Planning?** The ability to budget and forecast collectively as opposed to very centralized is a huge benefit of Adaptive. We have team memebers request the inputs they need so they can plan effectively based on our operations. This increases throughput significantly compared to planning in Excel. **What do you dislike about Workday Adaptive Planning?** There aren't many things to complain about. Workday makes great improvements to the software twice a year and users should keep up with those updates, otherwise those using the software could get confused on improvements that impacted them. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Efficient scenario analysis that contains easily reportable buildups of plan. We often need to re-assess our operations which causes us to realign our other assumptions used in the model in Adaptive. Doing so is very efficient and easy to do accross our FP&A department. ### 31. FINS and Adaptive implementation, 3 years later **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2024 **What do you like best about Workday Adaptive Planning?** The seamless integration to the general ledger is really helpful in creating cost center and company level forecasts. The planning team loves the tie in to Excel for day-to-day use. Go live was seamless, as we were going live with a FINS-first implementation at the same time. We are using it every month to update the outlook, as well as for the annual budgeting cycle. **What do you dislike about Workday Adaptive Planning?** There is a bit of a learning curve. I wish we had better understanding of all it can do, it would help us see a better vision of where we can take it to. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Adaptive is the key component in our financial and company performance forecasting. We were coming off of homebuilt and manual planning tools, and the shift has made us a lot more responsive to the changing environment of the last 3 years. Executive team trusts the results, and is confident that we have the tools we need to provide insights. ### 32. Easy to use software **Rating:** 5.0/5.0 stars **Reviewed by:** Michele M. | Enterprise (> 1000 emp.) **Reviewed Date:** April 30, 2024 **What do you like best about Workday Adaptive Planning?** Very easy to set up and train others to use. **What do you dislike about Workday Adaptive Planning?** No step by step guide and some set up requires using outside consultants which may be costly. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Gathering forecasting information from many users and easy for me to summarize and also dive into their numbers with ease. ### 33. All in one tool to organize your planning and execution **Rating:** 3.5/5.0 stars **Reviewed by:** Aayushi P. | Senior Software Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2024 **What do you like best about Workday Adaptive Planning?** 1. It integrates with ERP, CRM, and HR systems, consolidating data sources for a holistic view of the business. 2. The advanced repoting systems are cutting edge 3. Work inside one account with different environments for eg for HR, Finance deptt etc. 4. Easy to use cloud based solution **What do you dislike about Workday Adaptive Planning?** 1. Relatively expensive for small or mid sized company 2.Customer support takes a while sometimes **What problems is Workday Adaptive Planning solving and how is that benefiting you?** 1. It helps us to simplify our sales planning processes, allowing us to create, adjust, and track sales forecasts. 2.Helps us make accurate predictions by giving real time data insights. 3.All our CRMs anddatabses are connected to one account, giving us ease ofdata integration ### 34. Workday Adaptive Planning **Rating:** 5.0/5.0 stars **Reviewed by:** Sri Harshith V. | Education Counselor USA, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2024 **What do you like best about Workday Adaptive Planning?** Workday Adaptive Planning offers integration capabilities with various software applications. It can seamlessly connect with other systems like ERP, CRM, and HR systems, allowing us to consolidate data and streamline processes across different departments. This integration helps ensure data accuracy, efficiency, and a more holistic view of your organization's financials. **What do you dislike about Workday Adaptive Planning?** Initial setup and Configuration can be a bit complex **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday Adaptive Planning is designed to solve various challenges related to budgeting and financial planning. By using this software, organizations can benefit in several ways: Streamlined Budgeting Process Real-Time Visibility Enhanced Collaboration Data Accuracy and Consistency Improved Reporting and Analysis ### 35. Adaptive Planning Review **Rating:** 4.0/5.0 stars **Reviewed by:** Andrew N. | Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Adaptive's reporting capabilities are unmatched. Having the ability to pull data into Excel leveraging Adpative's OfficeConnect add-on and then being able to seamlessly build reports/models that are repeatable and scalable has saved countless hours for our company and has provided leadership with visibility into our financials like never before. **What do you dislike about Workday Adaptive Planning?** After the initial build, you really need to know how the behind-the-scenes work in order to make any significant changes in Adaptive. Workday offers limited resources for free and often will require users to spend money for anything beyond basic level support. I also think the "Planning" Excel Add-On needs major work in order to be leveraged as a useful tool. It can be buggy and does not scale well. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Adaptive gives us the ability for continuous forecasting; it also helps with reporting visibility into company actuals, KPI tracking, and building dashboards that we can send to senior leadership ### 36. Adaptive is an extremely strong tool for FP&A professionals **Rating:** 5.0/5.0 stars **Reviewed by:** Eric C. | Senior Financial Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2024 **What do you like best about Workday Adaptive Planning?** Adaptive makes it incredibly easy to pivot through data to allow you to understand it **What do you dislike about Workday Adaptive Planning?** Adaptive can sometimes be slow to opperate and require multiple refreshes. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** We use Adaptive to help plan out our budget and perform reporting tasks. Adaptive is extremely helpful for looking at different cross-sections of data and for modeling out complex financial issues. ### 37. Amazing experience **Rating:** 5.0/5.0 stars **Reviewed by:** Oyeshika D. | Talent Strategy Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Workday Adaptive Planning?** Flexibility-offers flexibility in budgeting and forecasting. Adaptability allows to customise the platform to meet specific needs and workflows. Robust analytics and reporting capabilities **What do you dislike about Workday Adaptive Planning?** User interface can be improved. Visuals can be made more attractive for users **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Traditional financial planning which involves manual data entry is solved. Spreadsheet based models. Forecasting accuracy is impeccable at workday adaptive planning. As the organisation grows workday adaptive planning scales the growing demands ### 38. Business HR **Rating:** 5.0/5.0 stars **Reviewed by:** Jude P. | Human Resources Operations Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2024 **What do you like best about Workday Adaptive Planning?** The flexibility and ease of use are what I like best about Workday Adaptive Planning. **What do you dislike about Workday Adaptive Planning?** The complexity of the user interface is something I find challenging about Workday Adaptive Planning. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday Adaptive Planning is solving the challenge of efficient financial planning and analysis by providing a centralized platform. This benefits me by streamlining processes, enhancing collaboration, and offering real-time insights, leading to more informed decision-making and improved financial performance. ### 39. Amazing Versatile Software **Rating:** 5.0/5.0 stars **Reviewed by:** Glen H. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 14, 2023 **What do you like best about Workday Adaptive Planning?** From planning to reporting to what if analysis Adaptive can do it all. One of my favorite things is how simple it is to set up data integrations and schedule data imports with ease. **What do you dislike about Workday Adaptive Planning?** It definitely is important to have someone on the team that really understands the system to fully leverage. any company looking into Adaptive should invest time into the training and be willing to allow the team member to take chances and learn using relevant data. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Collaborative Budgeting, KPI reporting, Rolling Forecasting, Dashboarding results in accessible areas. Monthly departamental P&L reviews. Initiative margin reporting ### 40. Truly agile and adaptive as its name **Rating:** 4.5/5.0 stars **Reviewed by:** Herman L. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2023 **What do you like best about Workday Adaptive Planning?** One of the most impressive aspects of Workday Adaptive Planning is its agility, which allows organizations to quickly and easily adapt to changes in the business environment. For example, during corporate restructuring, business expansions, acquisitions, and mergers, we found that updating the modeling was painless. It's easy to modify the hierarchy of entities, add new dimensions for sales regions, and even rebuild the models to meet new requirements due to acquisitions. Workday Adaptive Planning's flexibility and real-time data capabilities made the process smooth and efficient. Overall, its agility is a key strength of the software that helps organizations make data-driven decisions with confidence. **What do you dislike about Workday Adaptive Planning?** The learning resources for the software need improvement. Currently, the learning materials do not provide sufficient support for users to apply best practices and fully leverage the software's capabilities. We have found that some users have set up their instances in an ineffective way and struggle to use certain features, such as the multiple dimensional modeling. This is where more detailed and practical tutorials, as well as interactive training materials, can help users to understand the software's advanced features and functionalities. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday Adaptive Planning helps organizations to improve the budgeting and forecast planning processes, make more accurate and data-driven decisions, and achieve better business outcomes. These benefits include improved efficiency, real-time access to data and insights, enhanced collaboration, and advanced analytics capabilities. ### 41. Workday is very quick, efficient , and accurate for account clerks **Rating:** 4.5/5.0 stars **Reviewed by:** Brittany P. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** From an account clerk perspective, workday has been a really great improvement for our government financial institution. It has made our jobs much faster and also much more accurate and transparent. We came from an older processing system, so the ability to copy supplier invoices and journals has made our job much more efficient. Also in terms of basic reporting, being able to export reports and findings via pdf and excel has also really been helpful. The drill in and search capabilities of workday have also been really good and have help zone into specific details or issues we were having. There was a small learning curve when we first switched, but once you master the capabilities, it becomes a great tool for success! **What do you dislike about Workday Adaptive Planning?** One thing that has been a struggle for our institution is reporting. We have had a very hard time with the format of the information we use being pulled and exported the same way. We are in the process of developing more reports, but so far reporting for state audits has been our biggest issue. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday is benefiting us, by making our jobs much more efficient. We are able to have all the tools needed for our fiscal department and the departments we keep financial records for. Workday gives everyone the same ability to look, and pull the information needed really efficiently. ### 42. Go and Apply with Workday Adaptive Planning!!!!!!!!!!!! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2024 **What do you like best about Workday Adaptive Planning?** It is user-friendly and easy to update the application. You can easily file by uploading the CV, and it will directly take the details, so you need to check and move forward with the job application. **What do you dislike about Workday Adaptive Planning?** The employer sends an automatically generated rejection email instead of providing real feedback, as they simply use an AI-generated message for every rejection email. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It saves a lot of time and helps in the fast completion of tasks. ### 43. Good **Rating:** 4.0/5.0 stars **Reviewed by:** Pramod V. | HR Manager II, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2024 **What do you like best about Workday Adaptive Planning?** Good customer support Ease of use, ease of integration, implementation, Frequency of Use and use **What do you dislike about Workday Adaptive Planning?** Number of features and need to make few changes. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** I can easily forecast all the finances related to the organization. ### 44. Best FP&A solution out there! **Rating:** 5.0/5.0 stars **Reviewed by:** Stephan Z. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Best single source of truth for budget and planning data. Very easy to use and to drive adoption across the organization. No further need to worry about spreadsheets! **What do you dislike about Workday Adaptive Planning?** Most frustrating aspect is that currently non-administrator users do not have top-level views across all their locations/dimensions for which they may be responsible for management. This is a big miss, in my opinion. Also, maintenance can be cumbersome if significant changes are made frequently to how your organization is structured financially. Even if you have a direct integration with NetSuite, integrations easily fail and sometimes requires daily TLC to ensure that flow of actuals is smooth. Also, unfortunately the easiest way to upload budgets back into NetSuite is via manual upload file (which often fails if not everything matches 1:1). **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Version control, single source of truth ### 45. Million-Dollar Deal **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2024 **What do you like best about Workday Adaptive Planning?** Workday Adaptive Planning offers flexibility in modeling various financial scenarios and adjusting plans according to changing business needs. It has a user-friendly interface and advanced analytics. **What do you dislike about Workday Adaptive Planning?** The complexity of implementation and customer support delay response **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday Adaptive Planning's flexibility and scalability enable organizations to adjust their financial plans quickly and forecast in response to changing circumstances. ### 46. The experience was smooth and easy **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2024 **What do you like best about Workday Adaptive Planning?** The ease of utility and strealined process for the user. Ample number of features which helps with ease of integration. **What do you dislike about Workday Adaptive Planning?** Implementation can be improved and customer support can be more responsive. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It helps the company for easy integration and ease of use which were the main problems in the previous solutions. I am able to manage and plan my workforce effectively. ### 47. I have had a good experience with Adaptive, but there is a lot of space for improvement. **Rating:** 3.5/5.0 stars **Reviewed by:** Christian Eduardo C. | Reporting Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I like the demand sheet cube, is easy to use and keeps all data tidy and in a good format for analysis when exporting. I like that integrations runs smoothly without problems. **What do you dislike about Workday Adaptive Planning?** I don't like that reports doesn't have the option for sorting columns. I don't like that visuals in dashboards are not very flexible with their size and design. I don't like that the formulas for advanced calculation are quite limited and use their own language. I don't like how limited SQL is on the staging section **What problems is Workday Adaptive Planning solving and how is that benefiting you?** To consolidate sales from different ERP systems, create and maintain different forecast versions, and report on business performance by using reports and dashboards as well as keeping a good database for analysis with external softwares. ### 48. Fantastic Planning & Reporting Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Sam A. | Senior Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Incredibly user-friendly! I have had people who are not particularly technologically-savvy (outside of Finance) use it to review expenses, and they have picked it up quickly. The OfficeConnect plugin makes monthly reporting very easy, as well as updating forecasts on a regular basis. **What do you dislike about Workday Adaptive Planning?** I wish that it had direct plugins with more HCM providers. It would make it much easier for planning purposes when updating the forecasted roster, rather than having to manually upload a roster every time we update the forecast. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** We were in need of an easy to use, but still robust planning and reporting tool. Adaptive has done a fantastic job in this area, and has completely changed our monthly processes to be much more efficient and timely. ### 49. Complex planning makes them Simpler and easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** March 07, 2024 **What do you like best about Workday Adaptive Planning?** Best Support, easy to use , unlimited integrations **What do you dislike about Workday Adaptive Planning?** Mobile version is worse off, interface with Google suite must be included **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It helps in Performance management, it Eliminates linked spreadsheets and greatly reduces the need for tedious and error prone manual entry. ### 50. Disappointing Implementation - Non-Functional **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Utilities | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2023 **What do you like best about Workday Adaptive Planning?** I like the user interface. It is clean. Unfortunately, our implementation went extremely poorly so it is virtually unusable and I can't comment on the other features. **What do you dislike about Workday Adaptive Planning?** I dislike Adaptive's/Workday's business model because it incentives customer neglect. During our evaluation process Adaptive seemed to have an excellent product and it was reasonably priced. During this process we explained to the sales person that we had a very tight implementation goal and he reassured us several times that it would be challenging but we could make it. The problem is that as soon as the licensing agreement was signed they passed us off to an implementation consultant (Revelwood), and it was up to Revelwood to deliver on all the promises Adaptive made. Revelwood confirmed that the timeline was going to be tight but said they could do it. We agreed to a very minimal feature implementation in order to achieve the go live. However, Revelwood repeatedly missed deadlines, had extremely poor communication, and did a terrible job of project management. Afer missing a couple deadlines I complained to Adaptive and they raised the issue with Revelwood who responded by changing project managers. The new project manager seemed like he was going to be great and I was hopeful everything would get back on track. However, first impressions were misleading and we had all the same issues. At one point our goal was to go live by Thanksgiving (our original go live was mid-June) and I told them that if there was any reason we would not be able to hit that goal I wanted to be notified as far in advance as possible and not to find out a day or two before we failed to go live. Instead of giving me advance warning that we would miss the deadline, or even last minute notice, they simply told me nothing. Thanksgiving came and went and they were completely silent. Unfortunately, it got so late in the year we had to put the project on hold so we could do our annual budgeting process, still in Excel instead of Adaptive as we had expected. Revelwood's repeated excuse was that our timeline for implementation was too aggressive. However, by the time we put the project on hold it was past the duration they said was typical for a full implementation and we were doing an extremely minimal implementation. So their excuse doesn't hold water. It has been over a year since we signed the original subscription agreement and we still do not have a functional system. Since we have not been using the system a client success manager from Adaptive reached out to us to see what they could do. Unfortunately, do to competing priorities we will not be able to restart the implementation for several months. This means we will have paid for 2 years of service and gotten absolutely no value out of it. As such, I asked Adaptive if they could credit us for our first year of service and put a pause on our next invoice due shortly. They said they couldn't do that. This brings us back to their horrible business model (which I think is pretty common for large software packages like this). During the sales process Adaptive is willing to promise the moon because they know they won't have to deliver on any of those promises. They will pass the customer off to someone else and yet Adaptive still gets 3 years of subscription fees regardless of customer experience. And Adaptive does not care enough about the long term relationship with the customer to be concerned about whether they are having a good experience. They just want their 3 years of revenue. This seems very short sighted on their part. There are a lot of good FP&A systems out there and I regret choosing Adaptive. We are currently considering going with a different FP&A system even though it means we will have a third year of wasted subscription fees. Finding a true business partner may be worth the expense - that is how disappointing this experience has been. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Currently it is not solving any problems because it is not functional. The implementation has gone terribly and Adaptive isn't doing enough to address the problems. ## Workday Adaptive Planning Discussions - [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) - 1 comment - [View Workday Adaptive Planning pricing details and edition comparison](https://www.g2.com/products/workday-adaptive-planning/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+09%3A34%3A27+-0500&secure%5Bsession_id%5D=c1234e16-9dde-48e8-9619-7492a6327836&secure%5Btoken%5D=29e5aac59cdcefc4233ff8a7431df8958921cce321c41bb2fc048f9c002179a3&format=llm_user) ## Workday Adaptive Planning Integrations - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [OneAdvanced Financials](https://www.g2.com/products/oneadvanced-financials/reviews) - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews) ## Workday Adaptive Planning Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Financial Planning** - Extended Planning - Reporting - Integration **Data Collection** - Data Types - Data Sources - Third Party **Resource Planning - Workforce Planning** - Reconciliation - Headcount Planning - Reporting - Expense Planning **Sales Performance Features - Sales Planning** - Account Scoring - Revenue Planning - Account Segmentation - Sales Performance - Sales Forecasting - Integrations - Scenario Modeling **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **Budget Management** - Consolidation - Adjustments - Workflows **Reporting** - Ratings - Investment - Public **Human Resources - Workforce Planning** - Integrations & APIs - Compensation Bands - Org Chart - Recruitment Workflows **Territory Management - Sales Planning** - Territory Management - Territory Planning **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Integration** - Governance, Risk & Compliance - Finance - Environmental, Quality and Safety Management **Quota & Capacity Management - Sales Planning** - Quota Management - Capacity Management - Quota Planning **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Risk Management - Environmental, Social, and Governance (ESG) Reporting** - Communications - Risk Identification - Risk Assessment - Strategic Planning **Agentic AI - Sales Planning** - Autonomous Task Execution - Multi-step Planning **Reporting - Environmental, Social, and Governance (ESG) Reporting** - Benchmarking & Competitive Analysis - Actionable Insights - AI-Enabled ESG Reporting - Performance Tracking - Compliance Reporting **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Environmental, Social, and Governance (ESG) Reporting** - Autonomous Task Execution - Decision Making ## Top Workday Adaptive Planning Alternatives - [Anaplan](https://www.g2.com/products/anaplan/reviews) - 4.6/5.0 (392 reviews) - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (463 reviews) - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) - 4.6/5.0 (104 reviews)