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Adaptive Insights vs Infor dEPM vs Planful 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 August 2025, in the Business Performance Management category, the mindshare of Adaptive Insights is 4.8%, up from 3.2% compared to the previous year. The mindshare of Infor dEPM is 1.3%, down from 1.8% compared to the previous year. The mindshare of Planful is 2.8%, down from 3.3% 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.
Dietmar Müller - PeerSpot reviewer
Customizable features streamline installation and integration challenges remain
Our company is a partner of Infor in Germany. We mainly use Infor DEPM for finance solutions Infor DEPM has features that are well-prepared by Infor. I do not need to have my own tools; I only need to customize many elements. This makes it easier to install and work with. With the prepared…
reviewer1110591 - PeerSpot reviewer
It has helped us speed up the turnaround time on our consolidation, and we haven't had anything come up that the program has not been able to solve
The part that we liked about Excel is that it had a better interface in terms of just graphical illustration of our results. So, if we wanted to look at our financial trends and put it into some type of graphical interface for people to look at, we still have to leverage Excel for that. The dashboards aren't as usable as maybe some of the other solutions, such as Tableau or other BI tools. The application that we use today for our BI tools is Tableau. That's how people absorb information. We don't really use the functionality or dashboards within Planful because of the robustness of Tableau. That's our single source of data. If Planful was better or more comparable in terms of features and functionality, we could probably leverage that in Planful.

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 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."
"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 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."
"It helps develop a more unified work format throughout the company."
"Automated reporting."
"All our customers have experienced a return on investment, as they have been included on the list of calls."
"The planning capability is the most valuable feature."
"You can get the data directly from the database with Excel formulas."
"Our customers have the solution deployed on the cloud or on-premises. The deployment took about a month."
"I do not need to have my own tools; I only need to customize many elements."
"Infor dEPM's got the best end-user reporting solution that keeps us motivated and moving forward with this solution only."
"It has helped us speed up the turnaround time on our consolidation. We don't have to do reporting in Excel anymore, which has cut down on the errors and the efficiency of our close time."
 

Cons

"Better user interface (UI)."
"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."
"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."
"We tried Discovery and OfficeConnect at one point and found them too cumbersome, at the time."
"Being able to drill down when using OfficeConnect needs work."
"The product's configuration process could be faster."
"Their customer support team is slow to respond and not extremely confident."
"The latest version has been cloud-enabled, but it requires a deeper understanding of programming skills compared to the previous versions, which were more user-friendly."
"The usability could be better."
"There are questions about how Infor DEPM can be used with other solutions and the difficulties in connecting it with other software solutions. Integration is a concern."
"The initial setup from a user perspective can be cumbersome and has room for improvement."
"It's a very expensive solution."
"There are questions about how Infor DEPM can be used with other solutions and the difficulties in connecting it with other software solutions."
"The part that we liked about Excel is that it had a better interface in terms of just graphical illustration of our results. So, if we wanted to look at our financial trends and put it into some type of graphical interface for people to look at, we still have to leverage Excel for that. The dashboards aren't as usable as maybe some of the other solutions, such as Tableau or other BI tools."
 

Pricing and Cost Advice

"Ensure that you have the proper pricing plan in place."
"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."
"Adaptive Insights' pricing is reasonable."
"Prior to purchasing licenses, make sure you understand which users will only need planning and which users will need both planning and OfficeConnect."
"It's affordable."
"Everything is negotiable, but this solution is low cost compared to others."
"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."
"While the licensing cost of Infor dEPM may be costly, it is still more affordable than SAP BusinessObjects EPM, for example."
"The pricing is competitive."
"It's a very expensive product, and I would rate it at nine out of ten, with ten being the most expensive. There are yearly licensing costs."
"Right now, everything is on a three-year term contract, and that is our main cost."
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Top Industries

By visitors reading reviews
Computer Software Company
10%
Financial Services Firm
8%
Healthcare Company
7%
Real Estate/Law Firm
7%
Real Estate/Law Firm
15%
Non Profit
11%
Healthcare Company
9%
Comms Service Provider
7%
Computer Software Company
20%
Financial Services Firm
11%
Manufacturing Company
6%
Real Estate/Law Firm
6%
 

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...
What needs improvement with Infor dEPM?
From my perspective, I think Infor dEPM is a good solution for clients who want to deep dive into data analysis in fi...
What is your primary use case for Infor dEPM?
With Infor dEPM, I usually recommend it for finance, insurance companies, oil and gas companies, and hospitality indu...
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Also Known As

Workday Adaptive Planning, Adaptive Discovery , Workday Adaptive Planning
Infor Dynamic Enterprise Performance Management, Infor PM
Host Analytics
 

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
DAB Group
Tandem Diabetes Care, Reed Exhibitions, SkyGolf, Zep Inc., Thule, Stylesight, Schumacher Group, Parsons Electric, Nextag, Groupon
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