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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
26th
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 (15th)
Board
Ranking in Business Performance Management
6th
Ranking in Reporting
18th
Average Rating
8.6
Reviews Sentiment
7.1
Number of Reviews
37
Ranking in other categories
BI (Business Intelligence) Tools (21st)
 

Mindshare comparison

As of March 2026, in the Business Performance Management category, the mindshare of Adaptive Insights is 5.0%, up from 4.1% compared to the previous year. The mindshare of Board is 5.0%, down from 6.4% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Business Performance Management Mindshare Distribution
ProductMindshare (%)
Board5.0%
Adaptive Insights5.0%
Other90.0%
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

"Changes to corporate structure, account codes are updated in all versions including prior years, hence "one-version of truth" as claimed."
"The system has allowed us to take more than 90 spreadsheets and combine them into one system which automatically calculates based on assumptions, dimensions, etc."
"This solution transformed the way both of my companies did reporting."
"Customer Service: Excellent, always available and hardly needed."
"The most valuable feature of the solution is its dashboard."
"Forecasting changes that instantly flow through all financial statements."
"Provides ability for business users to directly manage their plans, data, and budgets."
"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."
"​Our data is now more structured. Between our data warehouse and BOARD, which are both brand new, we now have a more structured data view with more accurate, timely data."
"By using Board we can do a lot of free analysis. We can change the layout of a table and even the end-user can change the layout of a table. And in Board 11.2 you can save the layout. That's very useful for the customer, it's a very good function."
"It has a good set of visual elements that you can use and can explain quite well."
"Support from BOARD is fantastic; always returning with solutions for both server and application questions."
"BOARD technical support is knowledgeable and helpful."
"The ability to create a data model and have it in testing within a week is fantastic."
"The tool seems to have a lot of ways to handle scaling."
"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."
 

Cons

"We do have issues getting information on our customer success turnover."
"The upload feature exists, but isn't terribly useful."
"Better user interface (UI)."
"Discovery (the data visualization module): Needs to catch up with BI leaders, such as MS and Tableau."
"Being able to drill down when using OfficeConnect needs work."
"Their customer support team is slow to respond and not extremely confident."
"The planning functionalities are the weakest part of Adaptive Insights."
"The integrations could be simpler. It takes quite a bit of internal and IT know-how to set up."
"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."
"What could be better is the manual... nowadays, most people use a web client, but on the Board manual website, a lot of the information is only about the Windows client. If they could update that, it would be helpful."
"I would like to see a better Web client, where the controls work the same way as in the Windows client. I do think that the focus is now on the Web, so it should be improved upon."
"It's very powerful, but there is also a big learning curve. ​It should be a little more intuitive."
"Some of our users are still using an MS Office add-in for Excel for certain calculations, and when they export from Board, some of the values, some of the totals and column names, are not coming through into Excel."
"Building similar models entirely from scratch could be made quicker with transfer abilities between databases and capsules."
"We have had some challenges with newer version of the rollout in terms of stability."
"​We are looking for ways to distinguish zeros versus nulls in BOARD."
 

Pricing and Cost Advice

"Licensing seems to be worth the cost considering the efficiency Adaptive brings."
"Adaptive Insights' pricing is reasonable."
"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."
"Ensure that you have the proper pricing plan in place."
"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."
"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."
"It is not the cheapest product on earth, but you get so much. It provides good value for money."
"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."
"The tool's price is a bit high compared to other solutions."
"​In terms of the pricing, it was reasonable. BOARD is not the lowest in the market, but it was reasonable for us."
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Top Industries

By visitors reading reviews
Computer Software Company
12%
Financial Services Firm
11%
Real Estate/Law Firm
8%
Healthcare Company
7%
Manufacturing Company
11%
Financial Services Firm
9%
Insurance Company
9%
Computer Software 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 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.
What is your primary use case for Board?
Our organization primarily uses Board ( /products/board-reviews ) for budgeting and forecasting.
 

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: March 2026.
884,873 professionals have used our research since 2012.