Adaptive Insights Reviews

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Chris Snelling, CFA
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... 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... 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... more»

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

Everything is negotiable, but this solution is low cost compared to others.

Which solutions did we use previously?

Previously used spreadsheets. Switched to provide a much better, complex, and easier to manage planning and reporting... more»

What other advice do I have?

This solution transformed the way both of my companies did reporting. We can now do in a few hours what used to take... more»
Lenny Wu, MBA, MA, CPA, CGA
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... 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... more»

What needs improvement?

Still room for improvement: * Discovery (the data visualization module): Needs to catch up with BI leaders, such as MS... more»

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

Licensing seems to be worth the cost considering the efficiency Adaptive brings.

Which solutions did we use previously?

Were using Excel before the switch, as it was nearly impossible to consolidate over 100 Excel files, each for one... more»

What other advice do I have?

Seek best advise and plan early rather than later during the initial phase of implementation. It would be costly to... more»
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Beth Loesch
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... more»

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... more»

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.

Which solutions did we use previously?

Just Excel for financial reporting. We switched because it is clunky, breakable, and our versioning was problematic.
Michael Sugantino
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... 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... more»

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

Ensure that you have the proper pricing plan in place. I believe ours is per user, so whenever we add an account for anyone (no matter how often... more»

Which solutions did we use previously?

No.
Gary Grzesiak
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... more»

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... more»

What needs improvement?

Being able to drill down when using OfficeConnect.

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... more»

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.
Jaynee Tolle
Real User
Senior Financial Analyst at a consultancy with 501-1,000 employees
Oct 19 2017

What is most valuable?

Planning, reporting, and the ability to pull in transactional information for reporting.

How has it helped 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»

What needs improvement?

There could be more options for reporting information.

Which solutions did we use previously?

We previously used Excel spreadsheets.

What other advice do I have?

Learn as much about the programming at the beginning of the implementation.
Samuel Gibbs, MBA
Real User
Senior Financial Analyst at a tech services company with 501-1,000 employees
Oct 24 2017

What is most valuable?

Forecasting changes that instantly flow through all financial statements.

How has it helped my organization?

We have had Adaptive for several years, but it is super helpful when we have a short turnaround time to deliver our... more»

What needs improvement?

Their customer support team is slow to respond and not extremely confident.

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

Not applicable.

Which solutions did we use previously?

Not applicable.

What other advice do I have?

Adaptive is super user-friendly and helps our changes to the forecast immediately flow through the P&L, so we know... more»
Claire Cilento
Real User
Senior Financial Manager at a non-profit with 51-200 employees
Oct 19 2017

What do you think of Adaptive Insights?

What is most valuable?: Personnel planning Driver-based planning Drag and drop reporting • How has it helped my organization?: More accurate, reliable, and timely forecasting. • What needs improvement?: Automatic sync of new dimensions/levels from accounting software to Adaptive. Ability to customize privacy of salary data within a level. • For how long have I used the solution?: Three years. • 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?: Just...
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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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