Workday Adaptive Planning / Adaptive Insights videos

Watch videos and demos to learn how Workday Adaptive Planning (formerly known as Adaptive Insights) works. Easy, powerful and fast, it makes budgeting, forecasting and reporting better for finance teams and the wider organisation

Active Planning: An Alternative to Static Planning

Thriving in today’s competitive environment requires world class business planning – this is where Adaptive Insights comes in.

Collaborate with your organisation with powerful tools that enable planning, reporting, and analysis that flow automatically from a trusted source of data.

Watch the video (1:37 min).

How Ventura Bus Lines uses Workday Adaptive Planning

Since using Workday Adaptive Planning, the role of Ventura’s finance team has changed. They describe the software and process as “so simple yet so powerful”.

Watch the video (1:39 min).

Balance Sheet and Cash Flow planning (demo)

See how to create fully integrated financial statements for a complete view of performance. With Adaptive Insights, they can be streamlined and automated.

Watch the video (2:50 min).

Interacting with web-based sheets (demo)

The intuitive spreadsheet-like interface in Adaptive Insights is familiar to Excel users, but better – with the power and security of a database.

Watch the video (3:32 min).

Streamline your Financial Close (demo)

Accelerate your Financial Close with real-time consolidation, automated intercompany elimations and more.

Watch the video (2:23 min).

See how Workday Adaptive Planning works for your specific industry – manufacturing, government, retail, not-for-profit, healthcare and more

Financial management: Plan, model and analyse your business (demo)

See how interactive dashboards in Adaptive Insights improves your planning and budgeting.

In this example, we identify shortfalls that are high level, drill down into actual results and plan targets to understand the root cause.

Watch the video (2:23 min).

Stronger capital management (demo)

Budget CapEx items, see the effect on all financial statements, track expenses with dashboards and reports, and manage the approval process with Adaptive Insights’ real-time capabilities.

Watch the video (2:02 min).

Better expense management (demo)

Get full visibility into expenses and access key cost drivers so you can better manage spend. 

Watch the video (2:33 min).

Profitability analysis (demo)

See how Adaptive Insights gives you deep, real-time insights into what drives your profitability so you can improve decision-making.

Watch the video (2:23 min).

QMetrix is a Certified Gold Solution Provider and Preferred Accredited Partner of Workday Adaptive Planning

Revenue management solution (demo)

The Adaptive Revenue Solution paves the way to revenue lifecycle management so you can make data driven decisions. See how you can more accurately predict revenue and better align your plans with goals.

Watch the video (2:35 min).

Quality, customised reports (demo)

Adaptive’s reporting solutions make it easy to create ad-hoc reports, board packages and narrative or management reports.

Update the reports with a few simple clicks and publish them in Microsoft Office programs or other formats.

Watch the video (2:31 min).

Creating waterfall charts (demo)

Learn how to create waterfall charts to explain variance, from the Director of Finance at Adaptive Insights.

Watch the video (1:18 min).

How Adaptive Insights is helping customers make better decisions, faster

P.F. Chang’s, Playworks and Ivanti in the USA use Adaptive Insights for business planning. It is helping them make better decisions and drive success.

Watch the video (3:32 min).

See key features of Workday Adaptive Planning in one place

It’s time to budget and plan in a way that is easy, powerful and fast.

Let’s move from spreadsheets to strategy.  

Scroll to Top

This website uses cookies to ensure you get the best experience on our website. More Information

Skip to content