Adaptive Insights Review

By refreshing reports and pages automatically, it creates the monthly report package with little to no manual staff work


What is most valuable?

  • The integration with our payroll system to complete staff modeling during our budget and forecast processes.
  • The ease of creating reports and modifying sheets.

How has it helped my organization?

Our organization is able to use Adaptive to complete a major majority of our monthly management and quarterly Board reports. By refreshing reports and pages automatically, it creates the monthly report package with little to no manual staff work. This process was very manual with our old system. Adaptive gives our users the flexibility to budget at either the Natural Account or line item level.

What needs improvement?

Being able to drill down when using OfficeConnect.

For how long have I used the solution?

One year.

What was my experience with deployment of the solution?

No.

What do I think about the stability of the solution?

No.

What do I think about the scalability of the solution?

No.

How is customer service and technical support?

Customer Service:

A nine out of 10.

Technical Support:

A nine out of 10.

Which solutions did we use previously?

We left our previous solution, because annual support was expensive and the product had developed many glitches and performance issues.

How was the initial setup?

Initial setup was straigthforward.

What about the implementation team?

We had a vendor implementation and I would rate them an eight.

What was our ROI?

Two years.

What's my experience with pricing, setup cost, and licensing?

Prior to purchasing licenses, make sure you understand which users will only need planning and which users will need both planning and OfficeConnect.

Which other solutions did I evaluate?

Yes. Solomon, Hyperion, and Great Plains.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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