Adaptive Insights Archived Reviews (More than two years old)

Filter by:
Industry
Loading...
Filter Unavailable
Company Size
Loading...
Filter Unavailable
Job Level
Loading...
Filter Unavailable
Rating
Loading...
Filter Unavailable
Considered
Loading...
Filter Unavailable
Order by:
Loading...
  • Date
  • Highest Rating
  • Lowest Rating
  • Review Length
Search:
Showingreviews based on the current filters. Reset all filters
Vendor
Senior Financial Analyst at a tech vendor with 1,001-5,000 employees
Oct 25 2017

What do you think of Adaptive Insights?

What is most valuable?

Provides ability for business users to directly manage their plans, data, and budgets.

How has it helped my organization?

Increases collaboration and communication among the businesses. Engages departments to understand and follow their costs.

What needs improvement?

Flexibility with lighter, quicker planning. It is a great opportunity to plan at a detailed level, but sometimes you need to look at high-level options.

For how long have I used the solution?

Eight months.

What was my experience with deployment of the solution?

Not applicable, as I was not part of the deployment.

How are customer service and technical support?

Customer Service: Customer service has been great. People have been quick to respond and the provided webinars have been…
Vendor
Senior Financial Analyst at a non-tech company with 51-200 employees
Oct 25 2017

What do you think of Adaptive Insights?

What is most valuable?

OfficeConnect features greatly help with planning and reporting.

How has it helped my organization?

Has customers create dashboards, which leads to improvements on trade analysis.

What needs improvement?

Needing to focus on upgrades for all industries, including CPG.

For how long have I used the solution?

For four and a half years.

What was my experience with deployment of the solution?

No, it was seamless.

What do I think about the stability of the solution?

Never.

What do I think about the scalability of the solution?

No.

How are customer service and technical support?

Customer Service: Excellent, always available and hardly needed. Technical Support: Excellent.

Which solution did I use previously and why did I switch?

I did…
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 income statement if we were to make crazy, strategic… 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 solution did I use previously and why did I switch?

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 exactly where we stand financially at any given moment.

Which other solutions did I evaluate?

Not applicable.
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… 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… 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 they use it), we incur a cost.

Which solution did I use previously and why did I switch?

No.

Which other solutions did I evaluate?

Not sure.
Vendor
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… 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 OfficeConnect.

Which solution did I use previously and why did I switch?

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

Which other solutions did I evaluate?

Yes. Solomon, Hyperion, and Great Plains.
Vendor
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… 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… 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… more »

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

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

Which solution did I use previously and why did I switch?

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

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 days or weeks.

Which other solutions did I evaluate?

I was not involved in the other evaluations.
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.

Which solution did I use previously and why did I switch?

Just Excel for financial reporting. We switched because it is clunky, breakable, and our versioning was problematic.
Consultant
Senior Financial Analyst - FP&A at a tech services company with 501-1,000 employees
Oct 19 2017

What do you think of Adaptive Insights?

What is most valuable?

It creates new versions, so we can run different scenarios.

How has it helped my organization?

It creates a source of truth.

What needs improvement?

Excel functionality.

For how long have I used the solution?

One year.

What was my experience with deployment of the solution?

I wasn't there.

What do I think about the stability of the solution?

No.

What do I think about the scalability of the solution?

No.

How are customer service and technical support?

Customer Service: I haven't had to use them. Technical Support: I haven't had to use them.

Which solution did I use previously and why did I switch?

Essbase and Smart View.

How was the initial setup?

I wasn't there.

What was our ROI?

I would imagine really good. It has helped…
Vendor
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… 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… more »

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

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

Which solution did I use previously and why did I switch?

Were using Excel before the switch, as it was nearly impossible to consolidate over 100 Excel files, each for one business unit. It took over two hours to consolidate… 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 make significant changes at a later phase.

Which other solutions did I evaluate?

Yes. Among others, we evaluated the planning module of Insight Reporting, but decided to adopt Adaptive.
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 are customer service and technical support?

Customer Service: A nine out of 10, Technical Support: A nine out of 10,

Which solution did I use previously and why did I switch?

Just used Excel/Google…
Jaynee Tolle
Consultant
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 than 90 spreadsheets and combine them into one system… more »

What needs improvement?

There could be more options for reporting information.

Which solution did I use previously and why did I switch?

We previously used Excel spreadsheets.

What other advice do I have?

Learn as much about the programming at the beginning of the implementation.

Which other solutions did I evaluate?

No. Adaptive was the only option given to us during our search.
Herman Ng
Vendor
Finance at a tech vendor with 51-200 employees
Oct 19 2017

What do you think of Adaptive Insights?

What is most valuable?

Cloud-based.

How has it helped my organization?

Automated reporting.

What needs improvement?

Better user interface (UI).

For how long have I used the solution?

Three years.

What was my experience with deployment of the solution?

Not applicable.

What do I think about the stability of the solution?

Not applicable.

What do I think about the scalability of the solution?

Not applicable.

How are customer service and technical support?

Customer Service: An eight out of 10 Technical Support: An eight out of 10

Which solution did I use previously and why did I switch?

Not applicable.

How was the initial setup?

Not applicable.

What about the implementation team?

Not applicable.

What was our ROI?

Not applicable.

What's my

Vendor
Finance Manager at a mining and metals company with 51-200 employees
Feb 10 2015

What is most valuable?

* Budgeting * Reporting

How has it helped my organization?

* Reduced Planning & Budgeting time - It takes hardly a couple of days to complete my entire budgeting exercise * Uploading actual data and generating monthly reports with comparison of actual v budgets in no time

What needs improvement?

Pricing can be made better affordable to SMEs. Every year price increase is an issue.

Which solution did I use previously and why did I switch?

We did not use any other solution.

What other advice do I have?

You can implement this product if you are looking for a Corporate Performance Management & Business Intelligence Tool that requires a minimal time for planning, budgeting & reporting.

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