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Adaptive Insights vs Board vs UNIT4 prevero comparison

 

Comparison Buyer's Guide

Executive Summary

Review summaries and opinions

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

Mindshare comparison

As of June 2025, in the Business Performance Management category, the mindshare of Adaptive Insights is 4.5%, up from 3.1% compared to the previous year. The mindshare of Board is 7.0%, up from 5.5% compared to the previous year. The mindshare of UNIT4 prevero is 0.6%, down from 0.8% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Business Performance Management
 

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.
Wiboon Thabsuwan - PeerSpot reviewer
Easy to use and requires less time to learn or understand its features
I think the product is good in terms of ease of use. The interface looks really nice and very easy to use. Every command appears in the icon. It looks like you don't have to understand everything about the command. You do not necessarily have to know more, or I would say that there is less time for our study about the products. Functionality-wise, it is quite easy to use and requires less time to understand or learn about the product. I am a software vendor, so I do not use the tool myself. I use it for my clients. My clients mostly use it for budgeting and timing purposes. I would say that's really less maintenance at all because they can do everything by themselves. It is good in terms of ease of use.
AS
Workflow is straightforward and simple to understand, but there should be more automation and more simplicity from an end-user point of view
There is a little bit of reliance upon understanding the syntax of the actions that you want to take. Some of the other competitors have moved forward with that in terms of being able to make it more drag and drop and more logical, but there is still some way to go for UNIT4 in doing that, but they're getting there. With all these things, automation helps. The more they can do to simplify some of the complexities from the financial reporting, evaluation, and analysis sides, the better it would be. I'd like to see more automation and more simplicity from an end-user point of view.

Quotes from Members

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

Pros

"Forecasting changes that instantly flow through all financial statements."
"It's very stable."
"It helps develop a more unified work format throughout the company."
"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."
"We utilize planning on a daily basis, therefore we find it to be the most valuable product for our organization."
"Reports are allowed to be edited for aesthetic purposes, which is lacking in a lot of other dashboard tools."
"Changes to corporate structure, account codes are updated in all versions including prior years, hence "one-version of truth" as claimed."
"The biggest feature is the source of truth for all of our budget and forecast versions."
"It is very easy to use. It has got what they call a toolkit, which is a no-code development environment. You can develop a whole solution with it because it is a complete platform. There is a lot of online material that can be used as a reference. You can help yourself while developing a solution. There are some prebuilt applications in the platform environment. You can very easily customize and integrate these applications. It also has flexible scaling of machine resources, which is really great."
"The ability to create a data model and have it in testing within a week is fantastic."
"With the combination of 24/7 global support and their community, there was great customer service, tech support, and community support."
"The drill down is good for people who have that high level view, because they can do some analysis based on it."
"I think the product is good in terms of ease of use."
"Instead of taking two people a week each month to perform our internal KPI reporting, the same two people can have it done in a day."
"My favourite feature of BOARD is the ability to write back to the OLAP DB, as well as the Rdb, and secure user data allowing databases to be flushed and rebuilt daily."
"We have better reporting and have been able to better track performance."
"Its workflow is straightforward and simple to understand."
 

Cons

"The product's configuration process could be faster."
"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."
"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."
"Their customer support team is slow to respond and not extremely confident."
"The integrations could be simpler. It takes quite a bit of internal and IT know-how to set up."
"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."
"Users continue to become more advanced and are looking for more advanced solutions."
"The upload feature exists, but isn't terribly useful."
"The initial setup was very complex for us."
"We would like to see better logging in the procedural world."
"​One of the things that I would like to see is the ability to have a rule directly referenced on the cubes.​"
"It needs more export to Excel functionality. Right now, we're having to build within the cloud-based platform, as well as build within the Excel add-in, because the export to Excel is somewhat ugly."
"It would be nice to have more connectors for other data sources. BOARD is a great tool to become the single source of the truth. Making it easier to connect data sources for niche software tools will make it easier to keep everything in one place."
"The product can be improved by making it possible to know where cubes are used."
"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."
"There is a little bit of reliance upon understanding the syntax of the actions that you want to take. Some of the other competitors have moved forward with that in terms of being able to make it more drag and drop and more logical, but there is still some way to go for UNIT4 in doing that, but they're getting there. With all these things, automation helps. The more they can do to simplify some of the complexities from the financial reporting, evaluation, and analysis sides, the better it would be. I'd like to see more automation and more simplicity from an end-user point of view."
 

Pricing and Cost Advice

"Adaptive Insights' pricing is reasonable."
"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."
"Prior to purchasing licenses, make sure you understand which users will only need planning and which users will need both planning and OfficeConnect."
"Licensing seems to be worth the cost considering the efficiency Adaptive brings."
"Everything is negotiable, but this solution is low cost compared to others."
"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."
"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."
"It is not the cheapest product on earth, but you get so much. It provides good value for money."
"​In terms of the pricing, it was reasonable. BOARD is not the lowest in the market, but it was reasonable for us."
"It's perhaps on the slightly richer side of pricing for the markets that we focus on because we tend to focus on the SME or the small to medium enterprise market, whereas a lot of UNIT4 ERP customers are in local government, universities, etc. Some years ago, they were launching an initiative to be keenly priced for that SME market, but today, the foot has come off the accelerator a bit. It isn't the cheapest, but it is also not the most expensive one."
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Top Industries

By visitors reading reviews
Computer Software Company
11%
Financial Services Firm
10%
Real Estate/Law Firm
10%
Legal Firm
6%
Financial Services Firm
12%
Computer Software Company
11%
Manufacturing Company
9%
Healthcare Company
7%
No data available
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
 

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 headc...
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 yea...
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 roo...
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 ge...
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...
Ask a question
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Comparisons

No data available
 

Also Known As

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

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
Amprion GmbH, BKW AG, Bocholter Energie- und Wasserversorgung GmbH, DEW21, DSW 21, Energienetze Mittelrhein GmbH & Co. KG, EWR Netz GmbH, FairEnergie GmbH
Find out what your peers are saying about Oracle, Anaplan, IBM and others in Business Performance Management. Updated: May 2025.
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