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Adaptive Insights vs Windward Core comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Mar 4, 2025

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 Reporting
10th
Average Rating
8.4
Reviews Sentiment
7.0
Number of Reviews
18
Ranking in other categories
Business Performance Management (8th), Financial Performance and Strategy Management (3rd), Data Visualization (11th), ESG Reporting Software (5th)
Windward Core
Ranking in Reporting
24th
Average Rating
8.8
Reviews Sentiment
7.6
Number of Reviews
36
Ranking in other categories
Document Generation Tools (1st)
 

Mindshare comparison

As of June 2025, in the Reporting category, the mindshare of Adaptive Insights is 0.5%, down from 0.6% compared to the previous year. The mindshare of Windward Core is 0.7%, up from 0.3% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Reporting
 

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.
CH
Strong layout and design capabilities; leverages every aspect available in Word-native formatting
The licensing key is a little bit twitchy. I'd like to see more HTML formatting support in templates. It has a basic stock of HTML formatting capability, but it doesn't have a rich vocabulary. I have to work around that sometimes. The help documentation and blog posts are extensive, but not always up to date. The error reports also need improvement. If you don't key it in right, it's a little hard to find the root cause. It gives you information as much as it can, but it doesn't really hone in and tell you explicitly what you should do to correct the problem.

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 stable."
"The integration with our payroll system to complete staff modeling during our budget and forecast processes."
"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."
"The biggest feature is the source of truth for all of our budget and forecast versions."
"Reports are allowed to be edited for aesthetic purposes, which is lacking in a lot of other dashboard tools."
"We utilize planning on a daily basis, therefore we find it to be the most valuable product for our organization."
"The most valuable feature of the solution is its dashboard."
"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."
"The most valuable feature is the fact that it uses Microsoft Word and Microsoft Excel as base templates, so when you generate, it's easy for clients to upgrade, and maintain, and generate out either a PDF or an actual Excel spreadsheet."
"One of the features that we have found most important is that the report builder is in Word, so it was very easy to get into it... We could also use some of our existing Word templates."
"It's very feature-rich. You can create tables, you can create graphs, you can import pictures, and those features are also easy to use."
"The integration with MS Office is an advantage, creating a better user experience."
"The quality of the layouts and designs is second to none. Windward's ability to help us generate templates, for which we can actually tag documents, is the key feature that we use."
"The Windward solution was very fast to rollout, and it is proven."
"The ability for users to have design and layout control is very important because it allows them control over the design and layout of their reports, without the help of IT."
"Another thing our clients absolutely love is the ability to design templates within the Microsoft Office suite, because of how simple it is. They're building off of something that's familiar. When they can build off of that feature, on top of something that's very familiar, that's a plus for them."
 

Cons

"Adaptive Insights could improve the data designer interface to make integrations easier to set up."
"The upload feature exists, but isn't terribly useful."
"We tried Discovery and OfficeConnect at one point and found them too cumbersome, at the time."
"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."
"The product's configuration process could be faster."
"Users continue to become more advanced and are looking for more advanced solutions."
"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."
"Better user interface (UI)."
"It would be nice to have a black-and-white, ideal setup for servers, to maximize capabilities. We went through a lot of scenarios to get something that is scalable. An ideal AWS-package server setup could have saved us a lot of time. But I understand this is very company specific."
"Regarding AutoTag, we do notice that when you want to refactor a little bit of your template design or when you want to implement changes, sometimes you need a lot of clicks to get the change done. For instance... it would be helpful to be able to find all the identifiers with the old name and replace them with the new name. We haven't found a way to do that with the find-replace tool. Throughout the user-interface of Windward, you need a lot of clicks to get that done."
"​AutoTag needs to be web-based, so our customers can create reports from our web.​"
"We would like to shrink these reports into one page, because there is a lot of free space on one page, but we cannot shrink it into the one page to be shorter. This is one thing we would like to change."
"The error reports also need improvement. If you don't key it in right, it's a little hard to find the root cause. It gives you information as much as it can, but it doesn't really hone in and tell you explicitly what you should do to correct the problem."
"They're not a gigantic company, so they just don't have all the capital to do whatever they would want to do. That's the only reason I would hold back even that one point. I know that if I do ask for something, I'll get it. I just know that it will take some time."
"It needs better support for upgrades and more control over layout of elements. Upgrades tend to break existing output. Elements do not position where expected due to insertion of blank lines and page breaks. It takes time to fix these through trial and error."
"About six months ago, we raised the possibility of improving the way they manage the HTML 5. Sometimes, when you insert a lot of data in the data source, you get an error because it is not managing HTML 5 features well. I believe they have addressed this in later versions of their product."
 

Pricing and Cost Advice

"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."
"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."
"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."
"Adaptive Insights' pricing is reasonable."
"We negotiated our prices many years ago, and while they go up a little bit here and there, they've been pretty steady."
"From my experience in this field, the product is reasonably priced, at least with the RESTful engine implementation. It's definitely not a cheap option. People say, "That's a fair amount of money to pay for a document generation tool." At the same time, you do get good functionality and the support is good."
"It is absolutely worth the value. They have flexibility, depending on what you're looking for from a buying standpoint. The current pricing models are quite flexible, with the ability to use it on an as-needed basis, or to get a perpetual license that covers a customer that might have extensive needs. I think it's pretty good."
"The only problem with the pricing of Windward is the limitation on the number of reports generated. It is costly in that sense. If you want to increase, you have to pay more, based on the number of reports generated per day. It is not the same with Crystal Reports. With the latter, you buy a license at one point in time and that's it."
"The pricing is very reasonable for what it provides. The report builder is about one grand per user... We are paying for a support contract, which is 20 percent of the price, but because the licenses are perpetual, I think the pricing is very reasonable."
"For what you're getting, it's an extremely good value."
"The cost is reasonable."
"Windward is very expensive when the volume of documents being generated is low and it is cheap when the volume is high."
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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
19%
Computer Software Company
12%
Real Estate/Law Firm
8%
Healthcare Company
7%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
 

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 headcount, other expenses, and revenue, everything is configurable within Workday.
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 years ago. So, it's affordable. But there are other more affordable solutions that ...
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 room for just improving the integrations, making it easier to integrate outside sys...
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Also Known As

Workday Adaptive Planning, Adaptive Discovery , Workday Adaptive Planning
Windward, Windward Studios
 

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
HAL, Inc., Axe Group, White Clark Group, Blueprint Software, Aspect Security, Nucleus Software, LeBlanc’s Food Stores, South Sound 911, Aegon, Barclays, Fidelity Investments, ArisGlobal LLC, USDA, RepLink, AON Hewitt
Find out what your peers are saying about Adaptive Insights vs. Windward Core and other solutions. Updated: June 2025.
857,162 professionals have used our research since 2012.