A web-based budgeting, planning & forecasting software.
Adaptive Insights provides business planning through corporate performance management (CPM), sales planning, and workforce planning. The Adaptive Insights Business Planning Cloud leads the way for people in companies to collaborate, gain insights, and make smarter decisions faster. Powerful modeling for any size organization, yet so easy for everybody who plans.
Adaptive Insights Business Planning Cloud enables a comprehensive set of cloud-based software solutions supported by a powerful, in-memory technology platform that enables functional and company-wide business planning and built-in analytics at a large scale. Adaptive Insights for Finance and Adaptive Insights for Sales offer purpose-built solutions that allow those closest to the business to plan.
Active planning is provided via the corporate performance management or CPM software features provided by Adaptive Insights for Finance. The solution can also be described as an enterprise performance management or EPM software.
Forecasting capabilities are at the forefront of Adaptive Insights Business Planning Cloud. The software lets you create models of almost any facet of your business.
Financial modeling can be scheduled around your fiscal year, funding schedules, revenue recognition schedules, and more. Forecasts can also be broken down to different sub-levels, such as by program, department, or business unit.
Share your financial and operational modules outside of the finance team. Adaptive Insights Business Planning Cloud allows for a collaborative planning process, with a goal of sharing reports and dashboards with individuals outside of the finance department.
Dashboards and analytics are at the heart of any business performance evaluation. Adaptive Insights provides interactive dashboards, data visualizations, and charts to help personalize and analyze your financial performance.
Let management receive the ad-hoc reporting it desires for financial and sales teams. The Management and Ad-Hoc Financial Reporting module let’s you distribute reports and drill down into needed details when necessary.
Microsoft Office Suite and Office Connect integration provides reports, board books, and presentations using the Microsoft Office products your staff is already fluent in. This connection provides a fluid transition from Excel, Word, PowerPoint, and more, to let your staff use the platform they are the most comfortable with.
Board and external reporting is unified with Microsoft Office through a cloud connection. Adaptive Insights integrates the reporting capabilities directly into the Office product being used (such as Excel). It’s goal is to give you complete formatting control.
Adaptive Insights lets you connect with any ERP, HCM, CRM, or other sources you need to extract data from.
Manually pulling data from programs can be a full-time job for some. Adaptive Insights provides an integration framework so your team can automate your data flow and spend more time analyzing data.
The goal of any integration should be to maintain data in a single platform. Adaptive Insights tries to provide this capability with little IT knowledge needed and no code-writing required.
NetSuite is used by companies as a primary ERP for accounting and overall business management. Adaptive Insights prides itself on providing the reporting capabilities that NetSuite may fall short on.
Conduct your accounting transactions in NetSuite and let Adaptive Insights use the histprical data to manage future growth and improve your company performance.
Sage Intacct and Adaptive Insights together make a team that can automate accounting and planning functions into one complete system.
Sage Intacct manages company accounts such as transactions and actual balances. Adaptive Insights can utilize this data to create budgets of those accounts through the import and export of needed data.
Intercompany eliminiations and financial consolidations in Adaptive Insights will provide you with the reports you need faster.
If the primary goal of your company is to increase sales performance or improve the intelligence of your sales department, Adaptive Insights for Sales is a solution to look into. The software’s goal is to provide quota, capacity, and territory planning to improve sales and give your organization better predictability.
Tracking your workforce an be difficult without the right tool. A company should be able to rely on reports, spreadsheets, and dashboards for workforce planning as much as they do for financial planning.
Strategic workforce planning is now a part of Adaptive Insights Business Planning Cloud.
The cost of Adaptive Insights will depend on a number of factors, such as:
Ratio of reviewers by organization size.
Ratio of reviewers by sector.
|Finance & Insurance|
It’s important to have a tool like Adaptive Insights so we can pivot and be as agile as we need to be.
We’ve got vineyard managers who are looking at the vines and buds and change assumptions. We have that big picture idea for what our harvest will be like. We use it from a supply and demand standpoint to look at our sales and marketing and find out how much we are going to be able to sell.
Finding out what we’re going to sell in 2-3 years is just as important as figuring out what we’re going to plan today.
We can adjust the plans as needed and see where the dollars are being spent and how they are being spent. Adaptive Insights pulls all the pieces and shows us what road we’re going down.
Prior to Adaptive, we were using Excel. So imagine sending 400 Excel files out to each individual restaurant and consolidating them. I still have nightmares.
You find it’s incredibly different to stay on top of a single source of truth. I never realized how much time I spent gathering information. The speed is so quick with Adaptive.
I can put together a budget and the field has more ownership of the process of what they are doing. They can drill down and understand what is driving costs inside of their doors.
In 4 moves, I get my budgeted goals, my year to year numbers, I have it in dollars and my percentages in one location.