Workday Adaptive Planning is your gateway to streamlined enterprise performance management. It is an agile and intuitive solution designed for all sizes of businesses. Dive in to explore its robust budgeting, planning, and forecasting capabilities. 

Workday Adaptive Planning Specifications

Time Tracking

Task Management

Reporting

Budget Management

View All Specifications

What Is Workday Adaptive Planning?

Overview

Workday Adaptive Planning (WAP), formerly known as Adaptive Insights, empowers organizations to effectively manage costs, drive innovation, and make informed financial decisions. The software offers advanced analytics and reporting capabilities. These help organizations optimize financial processes, enhance spend management, improve financial planning, and deliver valuable insights.

What Is Workday Adaptive Planning Best For?

Recognized for its exceptional financial planning capabilities, WAP empowers businesses to create comprehensive financial plans, budgets, and forecasts. By aligning financial objectives with business strategy, organizations can make informed decisions and drive financial success. 

Workday Adaptive Planning Pricing

The vendor offers personalized pricing according to your needs. The following factors influence the Workday Adaptive Planning cost:
  • Number of users/seats
  • Modules/Functionality
  • Implementation/Customization

It is important to note that the software can be implemented independently or alongside other Workday solutions.

Workday Adaptive Planning Integrations

The software can integrate with an extensive range of systems, including Sage Intacct, Deltek Vision, Epicor, Sage, Plex, and Multiview. Workday Adaptive Planning integration framework is a purpose-built framework; customers can effortlessly incorporate data from diverse sources. Key integrations include:

How Does Workday Adaptive Planning Work?

Here is how you can start using Workday Adaptive Planning after logging in:

  • Sign into your Workday account
  • Click ‘New Project’ and provide project details
  • Add team members with their email addresses
  • Assign roles and permissions to team members
  • Add issues and tasks with titles, descriptions, and screenshots
  • Communicate with team members through comments, tags, and mentions
  • Update resolved issues to ‘Resolved’ or ‘Closed’ status 
You can also watch a free Workday Adaptive Planning demo and learn more about its functionalities.

Who Is Workday Adaptive Planning For?

The software is suitable for small businesses to large corporations. It is used in various industries and sectors, including:

  • Hospitality
  • Retail
  • Banking/Insurance/Investment management
  • Healthcare and life sciences
  • Professional and business services
  • Public services 
  • Technology
  • Media and communications

Is Workday Adaptive Planning Right For You?

Workday Adaptive Planning features are ideal for businesses seeking to improve financial planning and analysis. With robust modeling and seamless integration with other systems, this software can significantly streamline your financial processes. It also provides advanced security measures and compliance protocols to protect sensitive financial data.

Over 6,000+ customers use Workday Adaptive Planning, including notable brands like Mondelez International and Exxon Mobil. Check out Workday Adaptive Planning pricing plans to see if it suits your budget and needs. 

You can learn more about how the platform benefits existing users by reading Workday Adaptive Planning reviews or by calling us at (661) 384-7070.

Workday Adaptive Planning Features

This feature provides flexible financial modeling, budgeting, scenario planning, and reporting capabilities. The various tools help organizations confidently plan, budget, and forecast finances. 

how it worksSee How It Works

The comprehensive workforce planning tools enable organizations to plan current and future workforce and skill needs. Features like headcount and cost planning, strategic workforce planning, talent planning, and workforce capacity planning are available. 

how it worksSee How It Works

This feature offers cross-functional operational capabilities that work in concert with financial planning. Real-time data tools help deploy optimal resources to meet organizational goals across sales, demand and supply, projects, and marketing. Integrated operational planning across the organization is supported. 

how it worksSee How It Works

Pros and Cons of Workday Adaptive Planning

Pros

  • Works with complex financial models
  • Connects with Excel to manage financial data in reports and presentations
  • Scalable technology platform for multi-dimensional modeling, reporting, and analysis

Cons

  • Implementation may take time
  • Integration with some systems may be challenging

Workday Adaptive Planning Reviews

Overall Rating

4.3

45 Review(s)

Rating Distribution

5

star

(18)

4

star

(24)

3

star

(3)

2

star

1

star

February 2024

Budget made easy

Stefan

Transportation/Trucking/Railroad

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

Adaptiv serves our budgeting needs effectively. Its import function simplifies data uploads for analysis, streamlining our budgeting process.

Cons

Past bugs have been effectively addressed, enhancing the software's reliability.

November 2023

AP Clerk

Brandon

Accounting

Ease of use

10

Value for money

8

Customer Support

8

Functionality

8

Pros

Exceptionally user-friendly with intuitive report generation.

Cons

Cost was a concern, albeit our brief usage period.

August 2023

Powerful

Joel Neil

Media Production

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

The reporting and real-time consolidation features of Adaptiv greatly aid in planning ahead. Primarily utilized for high-level management reporting, it consistently delivers swift and effective solutions due to its array of features.

Cons

While customization options are limited and pricing may be a consideration, it aligns well with the needs of large corporations.

Frequently Asked Questions

Yes, API access is available.