Adaptive Insights Valuable Features

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

There's a tool called Office Connect that leverages what I call the benefits of both worlds, where we can use the query reporting engine and the modeling engine that's in Adaptive Insights and leverage it into, like, an Excel spreadsheet. That's pretty popular with a lot of our client partners. 

Also, the ability to build models to do revenue models or expense or personal planning, and bottoms-up planning. Really, having a tool for a single source of truth. So when you have a lot of typical when we think of the process where a lot of planners are involved, separate spreadsheets. And if you have a lot of people involved, then you have that. Usually, it can be a nightmare. Trying to, right, aggregate that together. So, the aggregation option of the tool is really a big plus.

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Andrew Rosenberg - PeerSpot reviewer
Adaptive Planning Manager at Alight

For me, scalability is a valuable feature. So Adaptive scales well. For example, you can have ten users, you could have a thousand, and create as many models within the tool as you want without any degradation or performance issues. So, that's one of the biggest benefits of Adaptive.

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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 most valuable feature is the ability to collect data from Workday quickly. It facilitates efficient financial analysis.

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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.
765,386 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

The important feature is integration with source data. It connects to various ERP systems, including Workday, Intact, and others. It can also import actuals and compare them to PlanPoint quite easily.

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

The most valuable feature of the solution is its dashboard. 

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

Adaptive has so many features that make it superior to using spreadsheets and other planning software packages.

  1. The biggest feature is the source of truth for all of our budget and forecast versions.
  2. The second feature is reporting. Since it stores both forecasts and actuals, it can be used as the source to generate answers to almost any business related questions.
  3. The third feature that makes Adaptive great is it's all in the Cloud, so you can access and update anytime from anywhere.
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it_user757701 - PeerSpot reviewer
Financial Analyst at a university with 10,001+ employees

We utilize planning on a daily basis, therefore we find it to be the most valuable product for our organization. We also use the integration feature to import actuals from our accounting system.

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

It creates new versions, so we can run different scenarios.

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

Planning, reporting, and the ability to pull in transactional information for reporting.

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

OfficeConnect features greatly help with planning and reporting.

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

Forecasting changes that instantly flow through all financial statements.

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it_user758661 - PeerSpot reviewer
Manager, Budget & Finance at a non-profit with 201-500 employees
  • The integration with our payroll system to complete staff modeling during our budget and forecast processes.
  • The ease of creating reports and modifying sheets.
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it_user757593 - PeerSpot reviewer
Senior Financial Manager at a non-profit with 51-200 employees
  • Personnel planning
  • Driver-based planning
  • Drag and drop reporting
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it_user759228 - PeerSpot reviewer
Senior Financial Analyst at a tech vendor with 1,001-5,000 employees

The reporting tools are what I gain the most benefit from. Reports are allowed to be edited for aesthetic purposes, which is lacking in a lot of other dashboard tools. The "processes" portion of Adaptive is also pretty nifty, allowing for you to set up a task list for others so they can put in their forecasts on-time.

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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

Winning points:

  1. Instant consolidation of multiple BUs
  2. User access control
  3. Changes to corporate structure, account codes are updated in all versions including prior years, hence "one-version of truth" as claimed.
  4. Integrated reporting with MS Office
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it_user192219 - PeerSpot reviewer
Finance Manager at a mining and metals company with 51-200 employees
  • Budgeting
  • Reporting
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it_user759231 - PeerSpot reviewer
Senior Financial Analyst at a tech vendor with 1,001-5,000 employees

Provides ability for business users to directly manage their plans, data, and budgets.

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HN
Finance at a tech vendor with 51-200 employees
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.
765,386 professionals have used our research since 2012.