Workday® Adaptive Planning
Workday® Adaptive Planning is enterprise planning for a changing world. With Workday® Adaptive Planning, you can make better decisions faster with flexible and easy-to-use enterprise planning software.
How does DataBlend bring value to Adaptive users?
DataBlend is the leader in financial-based Workday® Adaptive Planning integrations because of our robust experience with Workday® Adaptive Planning and focus on Finance department needs of organizations. We have former implementers and users of Workday® Adaptive Planning to help build successful and efficient integrations. More of our clients are using DataBlend’s Workday® Adaptive Planning connector than any other.
DataBlend provides a turnkey solution to Workday® Adaptive Planning users. DataBlend can collect data from source systems, such as Sage Intacct, QuickBooks, etc., transform it per your specific needs, and load into Workday® Adaptive Planning. DataBlend also provides warnings and errors back into DataBlend so that you can adapt and fix issues quickly and reload the data to correct the errors. It happens quickly and efficiently, so that you aren’t stuck to the screen waiting.
Workday® Adaptive Planning Sample Use Cases
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Use Case 1
Automate Workflows
By integrating Workday® Adaptive Planning you can automate budgeting and forecasting, planning, and general ledger workflows. For example, employee data (salaries, hours, etc.,) in Workday® Adaptive Planning can be customized to whatever you need. -
Use Case 2
Balance Sheet, Income Statement, and Transactional data
Leveraging DataBlend’s setup wizard, integrating Workday® Adaptive Planning and accounting software provides key stakeholders with access to live projections any time they need them without the wait. -
Use Case 3
Transporting Data
DataBlend can pull data from accounts from specific sheets and push it into a different combination of those things. A user can transport the data from one instance of Workday® Adaptive Planning into another. It can be transported across multiple instances or within the same instance.
DataBlend Wizards and Support
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DataBlend can deliver fast implementations (within minutes) to minimize the time to value for many of our clients by using our user-friendly setup wizards. Each of these wizards walk you through a step-by-step setup with easy to use drop down selections that enable finance staff the tools to self-provision seamless integration between core financial software.
In addition, DataBlend provides integration assistance and on-going product support services with our experienced team of consultants. The DataBlend consulting team works with new and existing customers to integrate their current financial tech stack and provide a strategic partnership as your company grows and business needs evolve. In the spirit of partnership, DataBlend provides on-going support for all clients to ensure that our team is just a phone call away.
What Workday® Adaptive Planning users can do leveraging DataBlend integration?
- Load general ledger details
- Bulk imports on schedule or on demand
- Load dimensional data such as location, department, vendor, customer, etc.,
- Export data from Adaptive and Load into different systems, such as Salesforce
- In some cases, DataBlend can transform between the end balance and delta values
- Update data in Workday® Adaptive Planning based on the source data
- Fulfilling orders or time and materials
Workday® Adaptive Planning Connectors
DataBlend vs Adaptive’s Native Integration
| User Interface | Adaptive’s native integration is not intuitive and requires significant training to understand the implications of making changes and proper maintenance of the tool on an on-going basis.
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| “Free” isn’t really “Free” | Setup of Adaptive’s native integration on average will require 40+ hours of consulting hours to setup. This does not include ongoing maintenance that will be required. After signing up with DataBlend, if you change your systems in the future, DataBlend will update your integrations to align with your new software, free of charge!
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| Data Mappings | As an extension of the user unfriendliness of the native integration tool, data mappings are also difficult to maintain as they require the user to navigate through 4-5 different screens within Adaptive to get to, and they must be maintained by an admin. The slightest incorrect change on those screens can result in costly unintended issues in your integration!
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| Data Efficiency | Adaptive’s native integration has been known to have volume and efficiency issues when collecting data from popular ERPs. This issue is non-existant with DataBlend and many of our clients have selected our solution on this single fact alone.
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| Resolution Efficiency | When working with a native integration tool, support is generally provided by a partner that is familiar with one side of the integration. With DataBlend, our support team has familiarity with both the source and target systems and will never send you back to deal directly with ERPs.
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| Bidirectional Integration | DataBlend supports bidirectional integration with Adaptive, allowing for budgets, forecasts, and even metadata to be sent back to other systems from Adaptive. This is not supported by Adaptive’s native integration tool.
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| Data Transformations | Adaptive’s native integration tool is limited to simple SQL statements and transformations. DataBlend can handle any and all transformations, mappings, lookups, and advanced logic necessary to streamline dataflow between countless systems and Adaptive.
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| Strategic Opportunities | Leveraging an iPaaS like DataBlend will not only address the need for an Adaptive-ERP connection, but also provides the opportunity to integrate additional solutions with Adaptive (Ex: ADP and other HRIS, flat files, SmartSheet, Salesforce and other CRMs). Selecting an iPaaS over a native integration tool is not only a decision about the current needs of a company, but also lends an eye to the future and the countless opportunities to integrate all software within your company’s fintech stack in a single place, DataBlend. |