Workday Adaptive Planning FAQs

  • Who is Workday Adaptive Planning best for - their role(s) within what kind of companies.

    Our cloud-based software empowers finance teams to better manage the business. Finance and FP&A professionals can benefit from our solution for budgeting, planning, forecasting, and reporting. Companies of all sizes and from all industries benefit from corporate performance management software.

  • How does Workday Adaptive Planning benefit them?

    - Move from manual processes and static planning to active planning
    - Increase productivity in the planning and budgeting process by more than 70%
    - Improve collaboration through a single source of truth, version control, and a solution that is easy to learn and easy to use
    - Reduce the risk of broken links and errors by relying less on Excel
    - Create, share, and personalize reports via self-service
    - Slice and dice your management and financial data with corporate finance software
    - Drill down into details with self-service reporting on the web and in Microsoft Office
    - Create and personalize self-service, interactive KPI dashboards
    - Understand and tell a complete story with financial and operational data

  • How technical do users need to be to use Workday Adaptive Planning's software?

    There is little to no dependence on IT to use our software.

  • What makes Workday Adaptive Planning a leader in this space?

    More than 3,500 organizations across 50-plus countries trust Adaptive Insights. We are a leader because our software is easy, powerful, and fast. We are rated #1 in usability, so you can plan as a team. We are the only vendor with integrated planning and analytics, making our solution the most powerful in the space. Finally, our cloud-based software is fast, meaning you can plan and adopt without compromise, and on a continuous basis.

  • Who are Workday Adaptive Planning's biggest competitors (3-5 companies)?

    Host Analytics
    Oracle PBCS
    Anaplan
    Budget Maestro
    Prophix

  • How/why is Workday Adaptive Planning better than those competitors (or most others in their market)? What about Workday Adaptive Planning is unique, stronger, easier, etc.?

    Our cloud-based software is collaborative, offers comprehensive modeling, reporting, and dashboard capabilities, and enables finance teams to plan on a continuous, rolling basis. Not all budgeting, forecasting, and reporting solutions are easy, powerful, and fast. These three qualities differentiate our software because it empowers finance to enable what we call active planning. Active planning is the key differentiator.

  • What kind of features can customers expect Workday Adaptive Planning to release in the near future? And longer term?

    We are always working to improve our solution to help business leaders get the insights they need to make better decisions for their business.

  • Which popular or common software does Workday Adaptive Planning integrate with?

    - Salesforce.com
    - NetSuite
    - Sage Intacct
    - Microsoft Dynamics GP
    - Workday Financial Management

  • Does Workday Adaptive Planning offer a trial or free download available?

    Yes, we offer a free trial of our software.

  • Does Workday Adaptive Planning offer any kind of training/education for their product?

    There are plenty of options to get customized training to fit your unique needs. We offer self-paced courses (short video collections with assessments to reinforce learning concepts) as well as instructor-led courses (with options for in-person, virtual, and customized end-user training sessions). Adaptive Insights also offers specific accreditation and certification programs, so that you can build a strong professional foundation and grow your career.