Adaptive Insights Reviews

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Real User
Investments and Treasury Manager at a financial services firm with 501-1,000 employees
Oct 19 2017

What is most valuable?

Adaptive has so many features that make it superior to using spreadsheets and other planning software packages. * The biggest feature is the source of truth for all of our budget and forecast versions. * The second feature is reporting. Since... more»

How has it helped my organization?

Budgets and forecasts used to be done in spreadsheets. This causes version control issues as well as broken links when files are moved. Also, if you want to change your reporting structure in spreadsheets it is all done manually. By moving to... more»

What needs improvement?

Adaptive has come a long way each year and continues to improve. Users continue to become more advanced and are looking for more advanced solutions. Adaptive does a good job keeping up with these ever changing improvements.
Real User
Management Reporting Analyst (Senior Level) - previsouly Analyst, Financial Reporting at a maritime company with 1,001-5,000 employees
Oct 19 2017

What is most valuable?

Winning points: * Instant consolidation of multiple BUs * User access control * Changes to corporate structure, account codes are updated in all versions including prior years, hence "one-version of truth" as claimed. * Integrated reporting... more»

How has it helped my organization?

By using Adaptive Planning (AP), we can quickly get the big picture after multiple changes to different departments and account codes.

What needs improvement?

Still room for improvement: * 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. * Planning: two areas. *... more»
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Real User
Financial Analyst at a university with 10,001+ employees
Oct 19 2017

What is most valuable?

We utilize planning on a daily basis, therefore we find it to be the most valuable product for our organization. We also use the integration feature to import actuals from our accounting system.

How has it helped my organization?

We have gone from an organization that looked backwards at financials and had a one-time annual budget to an organization that looks forward, has rolling forecasts, long-term planning, metrics, and push button reporting.

What needs improvement?

We tried Discovery and OfficeConnect at one point and found them too cumbersome, at the time. There have been improvements to both and we may try them again.
Vendor
Senior Financial Analyst at a tech vendor with 1,001-5,000 employees
Oct 22 2017

What is most valuable?

The reporting tools are what I gain the most benefit from. Reports are allowed to be edited for aesthetic purposes, which is lacking in a lot of other dashboard tools. The "processes" portion of Adaptive is also pretty nifty, allowing for you... more»

How has it helped my organization?

* Standardized monthly reporting * Quick and easy for ad hoc requests * Interfaces with other data warehouses

What needs improvement?

The planning functionalities are the weakest part of Adaptive Insights. Everything that is automatic is done by formulas and there is only so much logic which you can build within these formulas. The upload feature exists, but isn't terribly... more»
Real User
Manager, Budget & Finance at a non-profit with 201-500 employees
Oct 22 2017

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... more»

What needs improvement?

Being able to drill down when using OfficeConnect.
Real User
Senior Financial Analyst at a consultancy with 501-1,000 employees
Oct 19 2017

What do you think of Adaptive Insights?

Valuable Features Planning, reporting, and the ability to pull in transactional information for reporting. • Improvements to My Organization There are less errors, due to incorrect formulas and manual data entry between multiple Excel spreadsheets. The system has allowed us to take more than 90 spreadsheets and combine them into one system which automatically calculates based on assumptions, dimensions, etc. • Room for Improvement There could be more options for reporting information. • Use of Solution Three years. • Deployment Issues None. • Stability Issues None. • Scalability Issues None. • Customer Service and Technical Support Customer Service: We do have issues getting information on our customer success turnover. Along with a very slow start...
Real User
Senior Financial Analyst at a tech services company with 501-1,000 employees
Oct 24 2017

What do you think of Adaptive Insights?

Valuable Features Forecasting changes that instantly flow through all financial statements. • Improvements to My Organization We have had Adaptive for several years, but it is super helpful when we have a short turnaround time to deliver our income statement if we were to make crazy, strategic decisions. • Room for Improvement Their customer support team is slow to respond and not extremely confident. • Use of Solution Two and a half years. • Deployment Issues Not applicable. • Stability Issues Never. • Scalability Issues Nope. The larger/more complex data sets can take longer to load than others, but never longer than approximately 30 seconds on the big ones. • Customer Service and Technical Support Customer Service: A five out of 10. Technical...
Real User
Senior Financial Manager at a non-profit with 51-200 employees
Oct 19 2017

What do you think of Adaptive Insights?

Valuable Features Personnel planning Driver-based planning Drag and drop reporting • Improvements to My Organization More accurate, reliable, and timely forecasting. • Room for Improvement Automatic sync of new dimensions/levels from accounting software to Adaptive. Ability to customize privacy of salary data within a level. • Use of Solution Three years. • Deployment Issues No. • Stability Issues No. • Scalability Issues No. • Customer Service and Technical Support Customer Service: A nine out of 10, Technical Support: A nine out of 10, • Previous Solutions Just used Excel/Google sheets. We needed a financial planning software so we could eliminate spreadsheet errors and be more dynamic in our planning. • Initial Setup It's complex;...
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What is Adaptive Insights?

Adaptive Insights is powering a new generation of business planning. Driving business agility in a fast-moving world, our Business Planning Cloud helps teams to collaborate, gain insights, and make smarter decisions faster. Powerful modeling for any size organization, yet so easy for everybody who plans.

The 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. Today, we offer Adaptive Insights for Finance and Adaptive Insights for Sales, purpose-built solutions that allow those closest to the business to plan.

Our software is easy, powerful, and fast, and enables a process we call active planning. More than 3,700 organizations across 50-plus countries trust Adaptive Insights.

Also known as
Adaptive Planning, Adaptive Discovery
Adaptive Insights customers

AdChemy, Alternative Futures Group, Blackline, Blue Cross Blue Shield, Boston Scientific, Cafe Soluble, CompaeÍa Cervecera de Nicaragua, CollabNet, CORT Business Services

Adaptive Insights White Papers
The Hidden Cost of Static Planning That CFOs Need to Know Now
5 Steps to Getting Your Business on Board with Rolling Forecasts
Shark Tank Strategies for Better Board Reporting
5 CFO Tips for Better Board Reporting
CFO Indicator Report
BUYER'S GUIDE
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