Adaptive Insights Overview

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.

Adaptive Insights is also known as Adaptive Planning, Adaptive Discovery .

Buyer's Guide

Download the Business Performance Management Buyer's Guide including reviews and more. Updated: May 2021

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 Video

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ITCS user
Senior Financial Analyst at a tech vendor with 1,001-5,000 employees
Vendor
Engages departments to understand and follow their costs

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…
ITCS user
Senior Financial Analyst at a non-tech company with 51-200 employees
Vendor
OfficeConnect features greatly help with planning and reporting

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…
Find out what your peers are saying about Adaptive Insights, Oracle, Planful and others in Business Performance Management. Updated: May 2021.
512,221 professionals have used our research since 2012.
ITCS user
Senior Financial Analyst at a tech services company with 501-1,000 employees
Real User
Super user-friendly and helps our changes to the forecast immediately flow through the P&L

Pros and Cons

  • "Forecasting changes that instantly flow through all financial statements."
  • "Their customer support team is slow to respond and not extremely confident."

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.
ITCS user
Senior Financial Analyst at a tech vendor with 1,001-5,000 employees
Vendor
Reports are allowed to be edited for aesthetic purposes

Pros and Cons

  • "Reports are allowed to be edited for aesthetic purposes, which is lacking in a lot of other dashboard tools."
  • "The upload feature exists, but isn't terribly useful."
ITCS user
Manager, Budget & Finance at a non-profit with 201-500 employees
Vendor
By refreshing reports and pages automatically, it creates the monthly report package with little to no manual staff work

Pros and Cons

  • "The integration with our payroll system to complete staff modeling during our budget and forecast processes."
  • "Being able to drill down when using OfficeConnect needs work."
ITCS user
Investments and Treasury Manager at a financial services firm with 501-1,000 employees
Vendor
It's a source of truth for all of our budget and forecast versions

Pros and Cons

  • "The biggest feature is the source of truth for all of our budget and forecast versions."
  • "Users continue to become more advanced and are looking for more advanced solutions."

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.
ITCS user
Financial Analyst at a university with 10,001+ employees
Real User
We are now an organization that looks forwards instead of backwards at financials

Pros and Cons

  • "We utilize planning on a daily basis, therefore we find it to be the most valuable product for our organization."
  • "We tried Discovery and OfficeConnect at one point and found them too cumbersome, at the time."
ITCS user
Senior Financial Analyst - FP&A at a tech services company with 501-1,000 employees
Consultant
It has helped us to automate a lot of our processes

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…
ITCS user
Management Reporting Analyst (Senior Level) - previsouly Analyst, Financial Reporting at a maritime company with 1,001-5,000 employees
Vendor
We can quickly get the big picture after multiple changes to different departments and account codes

Pros and Cons

  • "Changes to corporate structure, account codes are updated in all versions including prior years, hence "one-version of truth" as claimed."
  • "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."

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.
ITCS user
Senior Financial Manager at a non-profit with 51-200 employees
Real User
Provides our organization with more accurate, reliable, and timely forecasting

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
Senior Financial Analyst at a consultancy with 501-1,000 employees
Consultant
There are less errors due to incorrect formulas and manual data entry

What other advice do I have?

Learn as much about the programming at the beginning of the implementation.
Herman Ng
Finance at a tech vendor with 51-200 employees
Vendor
Improved our organization through automated reporting, but could use a better user interface

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

it_user192219
Finance Manager at a mining and metals company with 51-200 employees
Vendor
It has saved on manpower but it's pricing needs to be improved

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.