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Adaptive Insights vs Windward Core comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Mar 4, 2025

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

Adaptive Insights
Ranking in Reporting
12th
Average Rating
8.4
Reviews Sentiment
7.0
Number of Reviews
18
Ranking in other categories
Business Performance Management (8th), Financial Performance and Strategy Management (3rd), Data Visualization (11th), ESG Reporting Software (4th)
Windward Core
Ranking in Reporting
25th
Average Rating
8.8
Reviews Sentiment
7.6
Number of Reviews
36
Ranking in other categories
Document Generation Tools (1st)
 

Mindshare comparison

As of April 2025, in the Reporting category, the mindshare of Adaptive Insights is 0.4%, down from 0.6% compared to the previous year. The mindshare of Windward Core is 0.5%, up from 0.3% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Reporting
 

Featured Reviews

Andrew Rosenberg - PeerSpot reviewer
Adaptive scales well, simple to create new budget versions and models
For the organization I used to work at, it streamlined the process of creating budgets. It's very simple to create a new version and do some more modeling based on your need for planning things like headcount, other expenses, and revenue, everything is configurable within Workday. So that made it easy. Reporting was pretty easy to set up as well. It streamlined the amount of time it took to do the budget as well as kind of making it simple to implement a rolling forecast process. So, it really was more just a productivity increase and time shortening for the budgeting and forecasting process.
HM
It has streamlined a lot of our reporting processes
Their PDF needs improvement. We've run into some issues when we tried to generate a Word document. If we try to generate the same document in PDF, sometimes it doesn't look exactly the same. We have gone back to Windward support a couple of times on a few issues, e.g., we had some issues with reports that had barcodes on them. The barcode wasn't displaying properly. It was displaying as a skewed image as opposed to an actual barcode. Therefore, we worked with Windward support, having some daily calls with them. Then, within the next release, they were able to resolve the issue. They even gave us a pre-release, so we could implement it into our code before the actual official release on the website. It would be nice to have some sort of workflow capability within the product. Anytime you generate a document, nine out of ten times there is something which precedes that document, whether it's entering parameters in, e.g., if I'm requesting the status report for a project. The first thing that I usually want from a status perspective is which project is the status report for and which week is it for, as those are some of the things that I have to supply before I can generate a document. From a workflow perspective, it would be nice to say, "This project belongs to this person, and this person is okay with me pulling information out of this document for whatever need I have." From a workflow perspective, I would like a wizard interface that goes step-by-step, like a questionnaire, where there are a bunch of things that you have to answer, "Yes or no," before it knows what to do or how to produce the document. Right now, we write our own custom UI for this.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"Reports are allowed to be edited for aesthetic purposes, which is lacking in a lot of other dashboard tools."
"It helps develop a more unified work format throughout the company."
"It's very simple to create a new version and do some more modeling based on your need for planning things like headcount, other expenses, and revenue, everything is configurable within Workday."
"The biggest feature is the source of truth for all of our budget and forecast versions."
"It's very stable."
"Changes to corporate structure, account codes are updated in all versions including prior years, hence "one-version of truth" as claimed."
"Automated reporting."
"The important feature is integration with source data. It connects to various ERP systems, including Workday, Intact, and others. It can also import actuals and compare them to PlanPoint quite easily."
"It's easy to create templates and reports using Microsoft Word, so we don't have to learn something new to create a template. That makes it very user-friendly... they have integrated the product with Microsoft Word. People can easily start working on it without too much training."
"Another thing our clients absolutely love is the ability to design templates within the Microsoft Office suite, because of how simple it is. They're building off of something that's familiar. When they can build off of that feature, on top of something that's very familiar, that's a plus for them."
"​Creating dynamic table of contents (TOC) based on dynamic data in different reports."
"The integration with MS Office is an advantage, creating a better user experience."
"​A useful, ​easy to use product, which has a lot of features for designing reports."
"The usually the response is within one hour. The technical support will WebEx with you. I rate them as a 10 out of 10."
"One of the features that we have found most important is that the report builder is in Word, so it was very easy to get into it... We could also use some of our existing Word templates."
"The solution is very flexible, so you can create anything you want. Think of the possibilities you have in Excel or in Word, because these are the two document generators that are used the most. I only use Word, but I can use nearly every feature in Word, including making charts and tables, and produce those features in Windward, parametrically."
 

Cons

"Discovery (the data visualization module): Needs to catch up with BI leaders, such as MS and Tableau. E.g., sorting by amounts in column charts and page slicers to control all visuals."
"Being able to drill down when using OfficeConnect needs work."
"Better user interface (UI)."
"Adaptive Insights has a limit of 1,00,000 rows for HTML reports. It should be improved because we will have multiple dimensions that need to be populated to enhance the image."
"It's a Workday product; they could do a little bit better to integrate a pure-play integration with Workday, which really doesn't do that."
"The product's configuration process could be faster."
"Adaptive Insights could improve the data designer interface to make integrations easier to set up."
"The integrations could be simpler. It takes quite a bit of internal and IT know-how to set up."
"There are some Excel formatting things that you lose when you implement a template: some default Excel validation scripts, macros. You could create them in Excel if you were just using Excel, but in creating a template that generates a report, some of those validation things are lost."
"It needs the ability to drill down in a single report (i.e., interactive)​ into data."
"The next release could benefit from a cloud-based environment."
"It needs better support for upgrades and more control over layout of elements. Upgrades tend to break existing output. Elements do not position where expected due to insertion of blank lines and page breaks. It takes time to fix these through trial and error."
"One thing that frustrated us a little bit is that we have to use the Office PDF generation, because the native PDF generation is always slightly different compared to the one in Office. The formatting is just a little bit off here and there... This means that we need to have Office installed on the server to be able to generate these documents via API."
"A lot of clients who want to use this don't have the technical background for the SQL portion of gathering the data. If Windward were to make a more user-friendly SQL extract front-end, that would help a lot of clients to leverage the application a lot more."
"​AutoTag needs to be web-based, so our customers can create reports from our web.​"
"Regarding AutoTag, we do notice that when you want to refactor a little bit of your template design or when you want to implement changes, sometimes you need a lot of clicks to get the change done. For instance... it would be helpful to be able to find all the identifiers with the old name and replace them with the new name. We haven't found a way to do that with the find-replace tool. Throughout the user-interface of Windward, you need a lot of clicks to get that done."
 

Pricing and Cost Advice

"Pricing is in line with other cloud-based EPM tools. It is a subscription-based model based upon the number of users and site type if it's an admin or end-user type thing."
"Ensure that you have the proper pricing plan in place."
"Adaptive Insights' pricing is relative to its peer competitors. It's certainly competitive compared to a spreadsheet template that you build in Excel. It can be expensive if you need to have 100-500 budget holders giving input and building financial plans. However, in that case, it becomes an extremely good bargain. Compared to its competitors, it offers an excellent value."
"It's affordable."
"Everything is negotiable, but this solution is low cost compared to others."
"Prior to purchasing licenses, make sure you understand which users will only need planning and which users will need both planning and OfficeConnect."
"Adaptive Insights' pricing is reasonable."
"Licensing seems to be worth the cost considering the efficiency Adaptive brings."
"From my experience in this field, the product is reasonably priced, at least with the RESTful engine implementation. It's definitely not a cheap option. People say, "That's a fair amount of money to pay for a document generation tool." At the same time, you do get good functionality and the support is good."
"Pricing is a bit higher than normal desktop applications, but it's well worth it. The ROI is simple to understand and the monthly payment for an annual license is affordable and worth it."
"I'm starting to hear clients squeal about the price of their software. The cost of the software has gone up."
"Windward is very expensive when the volume of documents being generated is low and it is cheap when the volume is high."
"Pricing is something I complain about. Production pricing is okay, but for a testing environment the pricing looks a bit high to me."
"​They are fair and flexible. They are willing to work with your current architecture to make sure you have the best deal.​"
"The pricing is fair. The way that they have it priced is the Windward Designer has a price that's associated with it. Then, depending on the number of cores that you're looking for, that is the price that you pay. The more cores that you want, the more expensive it is."
"For what you're getting, it's an extremely good value."
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Top Industries

By visitors reading reviews
Computer Software Company
15%
Financial Services Firm
10%
Real Estate/Law Firm
9%
Healthcare Company
6%
Financial Services Firm
15%
Computer Software Company
13%
Recreational Facilities/Services Company
8%
Healthcare Company
8%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
 

Questions from the Community

What do you like most about Adaptive Insights?
It's very simple to create a new version and do some more modeling based on your need for planning things like headcount, other expenses, and revenue, everything is configurable within Workday.
What is your experience regarding pricing and costs for Adaptive Insights?
12 years ago, it was very affordable. Workday has definitely increased its price since it acquired Adaptive a few years ago. So, it's affordable. But there are other more affordable solutions that ...
What needs improvement with Adaptive Insights?
The integrations could be simpler. It takes quite a bit of internal and IT know-how to set up. So, there could be room for just improving the integrations, making it easier to integrate outside sys...
Ask a question
Earn 20 points
 

Also Known As

Workday Adaptive Planning, Adaptive Discovery , Workday Adaptive Planning
Windward, Windward Studios
 

Overview

 

Sample Customers

1. Cisco Systems 2. Coca-Cola Bottling Co. Consolidated 3. Deloitte 4. DocuSign 5. Dropbox 6. Electronic Arts 7. Fender Musical Instruments Corporation 8. Fitbit 9. Fossil Group 10. Groupon 11. Hilton Worldwide 12. HP Inc. 13. Intuit 14. Johnson & Johnson 15. LinkedIn 16. Lyft 17. McAfee 18. Medtronic 19. Netflix 20. Oracle 21. Pandora 22. PayPal 23. Pinterest 24. Red Hat 25. Salesforce 26. ServiceNow 27. Slack Technologies 28. Spotify 29. Symantec 30. Tableau Software 31. Twitter 32. Workday
HAL, Inc., Axe Group, White Clark Group, Blueprint Software, Aspect Security, Nucleus Software, LeBlanc’s Food Stores, South Sound 911, Aegon, Barclays, Fidelity Investments, ArisGlobal LLC, USDA, RepLink, AON Hewitt
Find out what your peers are saying about Adaptive Insights vs. Windward Core and other solutions. Updated: April 2025.
848,207 professionals have used our research since 2012.