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Adaptive Insights vs Board comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Dec 19, 2024

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 Business Performance Management
10th
Ranking in Reporting
24th
Average Rating
8.4
Reviews Sentiment
7.0
Number of Reviews
18
Ranking in other categories
Financial Performance and Strategy Management (4th), Data Visualization (20th), ESG Reporting Software (12th)
Board
Ranking in Business Performance Management
8th
Ranking in Reporting
17th
Average Rating
8.6
Reviews Sentiment
7.1
Number of Reviews
37
Ranking in other categories
BI (Business Intelligence) Tools (22nd)
 

Mindshare comparison

As of February 2026, in the Business Performance Management category, the mindshare of Adaptive Insights is 4.6%, up from 4.0% compared to the previous year. The mindshare of Board is 4.9%, down from 6.2% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Business Performance Management Market Share Distribution
ProductMarket Share (%)
Board4.9%
Adaptive Insights4.6%
Other90.5%
Business Performance Management
 

Featured Reviews

Andrew Rosenberg - PeerSpot reviewer
Adaptive Planning Manager at Alight
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.
reviewer2645016 - PeerSpot reviewer
Manager, Software Delivery at a financial services firm with 10,001+ employees
Offers flexibility in design and saves time in budgeting and forecasting processes
I find Board to be simple and easy to use. It offers significant flexibility in designing solutions. The system overall is very useful, with many capabilities that provide flexibility. Our budgeting and forecasting processes support around three hundred twenty users who would otherwise rely on Excel, making Board invaluable for saving time.

Quotes from Members

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

Pros

"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."
"It helps develop a more unified work format throughout the company."
"It's very stable."
"The biggest feature is the source of truth for all of our budget and forecast versions."
"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."
"Changes to corporate structure, account codes are updated in all versions including prior years, hence "one-version of truth" as claimed."
"We utilize planning on a daily basis, therefore we find it to be the most valuable product for our organization."
"The integration with our payroll system to complete staff modeling during our budget and forecast processes."
"Now, we have only one version of the truth."
"Where it used to take me three days at the beginning of the year to create the new financial statement, now it is a matter of minutes because all the data is in the system."
"The drill down is good for people who have that high level view, because they can do some analysis based on it."
"The ability to do write back and visualization, with minimal IT development orientation."
"We can build reports super fast.​"
"I think it's flexible. I chose this solution because, even though it wasn't out-of-the-box, you can customize it, and the long-term growth potential of the software is where I see the value."
"The reporting part has been very valuable as the capabilities of the tool do not have to change graphs, change how grids are displayed, and can create reports on the fly."
"I liked the way that I felt as a user and administrator of it. There were a lot of clicks, drops, drags, etc. versus writing code."
 

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."
"The integrations could be simpler. It takes quite a bit of internal and IT know-how to set up."
"We tried Discovery and OfficeConnect at one point and found them too cumbersome, at the time."
"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."
"Their customer support team is slow to respond and not extremely confident."
"Being able to drill down when using OfficeConnect needs work."
"Better user interface (UI)."
"The upload feature exists, but isn't terribly useful."
"One thing that I personally would like to see is additional visualization tools for visuals."
"I would like to see better relationships with the partners."
"​My analysts have used the technical support. Sometimes they have felt like they did not receive the answer that they needed, or you have to go and upgrade in order to address a problem. ​"
"Board's integration could be a bit more robust, but what we have works. If the design isn't right, the flexibility of Board can negatively impact performance."
"Sometimes, the data disappears from the product."
"The engine of the Board should be made powerful like the engine of IBM planning which is more powerful in terms of performance. The consolidated finance area also needs improvement."
"It's very powerful, but there is also a big learning curve. ​It should be a little more intuitive."
"I'd like to see a more passive report user for enterprise report writers that aren't particularly technical."
 

Pricing and Cost Advice

"Adaptive Insights' pricing is reasonable."
"It's affordable."
"Everything is negotiable, but this solution is low cost compared to others."
"Ensure that you have the proper pricing plan in place."
"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."
"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 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."
"Licensing seems to be worth the cost considering the efficiency Adaptive brings."
"The solution is quite expensive, if it is made cheaper then we can have more clients. I rate it four out of ten."
"Find a partner who will take responsibility for the implementation, and be available for support."
"​In terms of the pricing, it was reasonable. BOARD is not the lowest in the market, but it was reasonable for us."
"The tool's price is a bit high compared to other solutions."
"It is not the cheapest product on earth, but you get so much. It provides good value for money."
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Computer Software Company
11%
Healthcare Company
8%
Real Estate/Law Firm
7%
Manufacturing Company
11%
Financial Services Firm
10%
Computer Software Company
9%
Insurance Company
8%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business5
Midsize Enterprise6
Large Enterprise10
By reviewers
Company SizeCount
Small Business13
Midsize Enterprise12
Large Enterprise8
 

Questions from the Community

Ask a question
Earn 20 points
Is Board better than Anaplan as a Business Intelligence (BI) solution?
We've had several FP&A departments include Anaplan in their analytics discussions, and while BI information IS generated, the focus is generally on compiling input from various sources and simu...
What do you like most about Board?
All the reports are prepared automatically.
What needs improvement with Board?
Board's integration could be a bit more robust, but what we have works. If the design isn't right, the flexibility of Board can negatively impact performance.
 

Comparisons

 

Also Known As

Workday Adaptive Planning, Adaptive Discovery , Workday Adaptive Planning
No data available
 

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
Coca-Cola, Puma, Desigual, Ricoh, KPMG, H&M, Groupe SEB
Find out what your peers are saying about Adaptive Insights vs. Board and other solutions. Updated: January 2026.
881,733 professionals have used our research since 2012.