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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
11th
Ranking in Reporting
25th
Average Rating
8.4
Reviews Sentiment
7.0
Number of Reviews
18
Ranking in other categories
Financial Performance and Strategy Management (3rd), Data Visualization (20th), ESG Reporting Software (14th)
Board
Ranking in Business Performance Management
7th
Ranking in Reporting
18th
Average Rating
8.6
Reviews Sentiment
7.1
Number of Reviews
37
Ranking in other categories
BI (Business Intelligence) Tools (20th)
 

Mindshare comparison

As of May 2026, in the Business Performance Management category, the mindshare of Adaptive Insights is 5.0%, up from 3.8% compared to the previous year. The mindshare of Board is 4.7%, down from 6.4% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Business Performance Management Mindshare Distribution
ProductMindshare (%)
Board4.7%
Adaptive Insights5.0%
Other90.3%
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

"More accurate, reliable, and timely forecasting."
"Customer Service: Excellent, always available and hardly needed."
"The most valuable feature of the solution is its dashboard."
"Our organization is able to use Adaptive to complete a major majority of our monthly management and quarterly Board reports, and by refreshing reports and pages automatically, it creates the monthly report package with little to no manual staff work."
"The biggest feature is the source of truth for all of our budget and forecast versions."
"Adaptive saves us huge hours in budgeting, for each roll-up it saves us two hours at least, and we usually have more than 20 roll-ups."
"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."
"Automated reporting."
"Support from BOARD is fantastic; always returning with solutions for both server and application questions."
"I think the product is good in terms of ease of use."
"The most valuable features are the reporting and the charts. The reporting functionality is handy for aggregation, when it comes to planning. That ability is fascinating and our users are very happy with it. The charts and the reporting allow our users to see all the data and to see how things are going this year or in the COVID situation. They're seeing everything. Instead of having to check data line by line, they're seeing it in a graph and they're seeing it in charts."
"The tool seems to have a lot of ways to handle scaling."
"It is useful for self-analysis regarding company data and helps to find areas where we can improve."
"We have better reporting and have been able to better track performance."
"Other than that, I can't think of another software solution that we've managed at the city that went as well as BOARD has."
"BOARD has allowed us to provide to clients a tool which allows them to see the state of their entire holdings managed by us."
 

Cons

"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."
"We tried Discovery and OfficeConnect at one point and found them too cumbersome, at the time."
"Better user interface (UI)."
"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. E.g., sorting by amounts in column charts and page slicers to control all visuals."
"Users continue to become more advanced and are looking for more advanced solutions."
"Their customer support team is slow to respond and not extremely confident."
"We are looking at ways to improve how we deal with security in BOARD and other similar things. ​"
"Building similar models entirely from scratch could be made quicker with transfer abilities between databases and capsules."
"Again, it's very powerful, but there is also a big learning curve. It should be a little more intuitive."
"It would be nice to have more connectors for other data sources."
"We, and finance and accounting, use the client more, where everyone else is on the Web version. Going between the two makes it difficult sometimes."
"At first, the product was not very intuitive, but now if you get it, it is customizable."
"It would be huge in the future if BOARD offered a lot more graphs and presentations, and it was a lot easier to use."
"One thing that I personally would like to see is additional visualization tools for visuals."
 

Pricing and Cost Advice

"It's affordable."
"Licensing seems to be worth the cost considering the efficiency Adaptive brings."
"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."
"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."
"Everything is negotiable, but this solution is low cost compared to others."
"Ensure that you have the proper pricing plan in place."
"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."
"​In terms of the pricing, it was reasonable. BOARD is not the lowest in the market, but it was reasonable for us."
"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."
"The solution is quite expensive, if it is made cheaper then we can have more clients. I rate it four out of ten."
"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
9%
Construction Company
9%
Healthcare Company
7%
Financial Services Firm
13%
Manufacturing Company
10%
Construction Company
8%
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 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: May 2026.
893,244 professionals have used our research since 2012.