Workday Adaptive Planning Review

Workday Adapt. Planning
Pleasanton, CA
Deployment Model:
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Workday Adapt. Planning At A Glance

Good: Financial intelligence, active planning process, drag-and-drop capabilities.
Bad: Reports functionality has its limits and can be slow. Data and multi-currency conversions can be glitchy.
Bottom Line: Leading provider of CPM and BI solutions that enable companies to switch from static planning to active planning.

Product Overview

Workday Adaptive Planning (formerly Adaptive Insights) is a leading provider of cloud-based corporate performance management (CPM) software for budgeting, reporting and forecasting.

The software offers everything a business needs to create an efficient financial planning process, including comprehensive dashboards and modeling capabilities. It allows users to collaborate more easily with partners, as well as model, analyze and report on business performance on a continuous basis.

Workday Adaptive Planning’s drag-and-drop capabilities make it convenient to create and edit reports that reflect real-time data and give users a detailed overview of their entire business. In addition, the software lets users create allocation rules that allow them to streamline the chain of reassigning values from one part of their company to others by replacing multiple, complicated formulas.


Some key features include:

  • Robust consolidation – The built-in consolidation feature allows users to speed up intercompany financial reports, automate reclassifications and streamline journal entry management. Also, it lets users apply frequent currency reporting with only a few clicks to see a more realistic picture of business performance over a period of time, without the impact of exchange fluctuations.
  • Powerful planning – The solution reduces planning cycle times with driver-based models, version-controlled plans and always-fresh data. Clients can engage their finance business partners and save time with easy-to-use workflows and an enterprise performance management (EPM) tool on the web or its Excel-based interface.
  • Financial intelligence & analytics – Powerful integrated financial intelligence and analytics tools help users get to know their business better, compare phases, make decisions by forecasting and replanning, add multiple dimensions to the company’s charts, visualize variances in waterfall charts and get context by drilling down into source transactional data.

Target Market

Workday Adaptive Planning targets businesses of all sizes and in many industries, such as healthcare, education and retail. We’ve listed 10 of its clients below.

  • Key Bank
  • Philips
  • Dell
  • The Halo Trust
  • ExxonMobil
  • Veolia
  • Kindred at Home
  • HubSpot
  • Shutterstock
  • Denny's

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As a cloud-based software, Workday Adaptive Planning can be quickly and easily deployed and integrated with a customer’s existing data and technology. The platform integrates with several enterprise applications in CRM, data visualization, sales automation and ERP, including Domo, Sage Intacct and Salesforce Sales Cloud.

To assist in optimization and planning, Workday Adaptive Planning’s professional services team offers the following:

  • Success Packs – Adaptive Success Packs are a guided approach to implementation based on best practices. Experts from Workday Adaptive Planning work with the user’s team to offer solution design, project preparation, and implementation services built to meet their specific business needs.
  • Full-service implementation – This option lets users take advantage of Workday Adaptive Planning’s professional services team. They can either access consultants’ skills and guidance as needed, for an hourly fee, or have the vendor’s team and partners do the upfront design work, initiate the implementation and provide training.

In addition to these plans, Workday Adaptive Planning offers a rich set of public application program interfaces (APIs), which enable users and their partners to implement custom solutions via third-party integration tools.

Customer Service & Support

Workday Adaptive Planning offers two support plans to choose from, based on the level of service that’s right for the client’s organization.

Standard support

The plan offers:

  • Unlimited ticket submissions for cases
  • Access to user documentation, articles, online training and a community help forum
  • A maximum initial response time of one business day
  • 24/7 application monitoring
  • 12-hour phone support, five days a week, in subscribed regions
  • Access to a maximum of two Workday Adaptive Planning administrators when contacting support

Premium support

The premium support coverage is ideal for users who require a faster response, extended support or dedicated support resources. It provides all the advantages of standard support, plus:

  • A maximum of four hours for initial response time
  • Priority phone support
  • Access to a maximum of 20 administrators when contacting telephone support
  • 24-hour phone support, five days a week, in subscribed regions, plus extended coverage beyond subscribed regions

Additionally, users can browse the Knowledge Center to find answers and documentation for common issues. It can be accessed from the Help menu in the Workday Adaptive Planning application.


Workday Adaptive Planning can be licensed on a subscription basis. Pricing details for small and medium-sized businesses and enterprises are supplied only upon request. Potential customers can contact the solution’s FP&A experts to receive custom quotes.

Those interested in testing the platform can take advantage of the 30-day free trial.


Some users have mentioned limitations with reporting functionality and operation. Specifically, mastering attributes for reporting can be time consuming, reports can’t be easily modified (necessitating creation of a new report) and report generation can be slow.

Conversions of multiple currencies and some data conversions have been reported as glitchy.


Workday Screenshot 1
Workday Screenshot 2
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Workday was founded in 2005 by Dave Duffield and Aneel Bhusri (both formerly PeopleSoft leaders) with the idea of selling a cloud-based software for HR and Finance. Their Workday Financial Management Software debuted in 2007 followed by Workday 10 (talent management and HCM solution) in 2010. The company went public in 2012.

Workday also offers Big Data Analytics as well as cloud solutions targeted specifically for Higher Education.

Headquartered in Pleasanton, CA, Workday has multiple offices in the U.S. and worldwide, including Europe and Asia.

Fun fact – Employees in Workday’s Pleasanton and Salt Lake City locations are encouraged to bring their dogs. Workday even hosts a Bring Your Dog to Workday party each year.

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