G2

Kimberly F.

Senior Financial Planning Analyst

Enterprise (> 1000 emp.)

7/24/2024

"Workday Adaptive Planning has allowed us to remove a lot of our manual work."

5/5

What do you like best about Adaptive from Workday?

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. Review collected by and hosted on G2.com.

What do you dislike about Adaptive from Workday?

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. Review collected by and hosted on G2.com.

What problems is Adaptive from Workday 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. Review collected by and hosted on G2.com.