Adaptive Insights Room for Improvement

Brian Teets - PeerSpot reviewer
Workday Adaptive Planning Manager at a consultancy with 10,001+ employees

In the software, there's always opportunities, and there continues to be usually, every twice a year, there's two big releases, and they've just done one now. But separately, some of the areas of opportunities for Adaptive Planning to be able to do a little bit more on performance. The high-level performance of data volume allocations is probably an area that could be improved upon. 

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Andrew Rosenberg - PeerSpot reviewer
Adaptive Planning Manager at Alight

The integrations could be simpler. It takes quite a bit of internal and IT know-how to set up.

So, there could be room for just improving the integrations, making it easier to integrate outside systems within the tool.

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Gregory Maxwell - PeerSpot reviewer
Workday Financials & Adaptive Insights Project Manager at a media company with 1,001-5,000 employees

The product's configuration process could be faster. At present, it works very slow. More guidance or information could be available on how to configure it effectively. Additionally, the financial base needs improvement to be able to utilize OfficeConnect.

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Buyer's Guide
Adaptive Insights
March 2024
Learn what your peers think about Adaptive Insights. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
765,234 professionals have used our research since 2012.
BT
Senior Principal Consultant (Workday Adaptive Planning) at a computer software company with 1,001-5,000 employees

Adaptive Insights could improve the data designer interface to make integrations easier to set up.

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Raju PK - PeerSpot reviewer
Adaptive Planning Associate Consultant (Manager) at Alight

Adaptive Insights has a limit of 1,00,000 rows for HTML reports. It should be improved because we will have multiple dimensions that need to be populated to enhance the image. 

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it_user757545 - PeerSpot reviewer
Investments and Treasury Manager at a financial services firm with 501-1,000 employees

Adaptive has come a long way each year and continues to improve. Users continue to become more advanced and are looking for more advanced solutions. Adaptive does a good job keeping up with these ever changing improvements.

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it_user757701 - PeerSpot reviewer
Financial Analyst at a university with 10,001+ employees

We tried Discovery and OfficeConnect at one point and found them too cumbersome, at the time. There have been improvements to both and we may try them again.

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it_user757509 - PeerSpot reviewer
Senior Financial Analyst - FP&A at a tech services company with 501-1,000 employees

Excel functionality.

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JT
Senior Financial Analyst at a consultancy with 501-1,000 employees

There could be more options for reporting information.

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it_user757050 - PeerSpot reviewer
Senior Financial Analyst at a non-tech company with 51-200 employees

Needing to focus on upgrades for all industries, including CPG.

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it_user760536 - PeerSpot reviewer
Senior Financial Analyst at a tech services company with 501-1,000 employees

Their customer support team is slow to respond and not extremely confident.

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it_user758661 - PeerSpot reviewer
Manager, Budget & Finance at a non-profit with 201-500 employees

Being able to drill down when using OfficeConnect.

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it_user757593 - PeerSpot reviewer
Senior Financial Manager at a non-profit with 51-200 employees
  • Automatic sync of new dimensions/levels from accounting software to Adaptive.
  • Ability to customize privacy of salary data within a level.
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it_user759228 - PeerSpot reviewer
Senior Financial Analyst at a tech vendor with 1,001-5,000 employees

The planning functionalities are the weakest part of Adaptive Insights. Everything that is automatic is done by formulas and there is only so much logic which you can build within these formulas. The upload feature exists, but isn't terribly useful.

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it_user757539 - PeerSpot reviewer
Management Reporting Analyst (Senior Level) - previsouly Analyst, Financial Reporting at a maritime company with 1,001-5,000 employees

Still room for improvement:

  1. Discovery (the data visualization module): Needs to catch up with BI leaders, such as MS and Tableau. E.g., sorting by amounts in column charts and page slicers to control all visuals.
  2. Planning: two areas.
  • Need to have the function of importing formulas, which has been encouraged for more than five years by the author, but still lacking.
  • Modeled sheet has some limitations. It is not version specific, meaning upgrading formulas for the new year budgeting will leave unintended retroactive impact on prior years' budgets. Same with dimensions. I would love to have them be version specific rather than keeping changing.
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it_user192219 - PeerSpot reviewer
Finance Manager at a mining and metals company with 51-200 employees

Pricing can be made better affordable to SMEs. Every year price increase is an issue.

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it_user759231 - PeerSpot reviewer
Senior Financial Analyst at a tech vendor with 1,001-5,000 employees

Flexibility with lighter, quicker planning. It is a great opportunity to plan at a detailed level, but sometimes you need to look at high-level options.

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HN
Finance at a tech vendor with 51-200 employees

Better user interface (UI).

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Buyer's Guide
Adaptive Insights
March 2024
Learn what your peers think about Adaptive Insights. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
765,234 professionals have used our research since 2012.