Adaptive Insights

Adaptive Insights

(86)
4.5 out of 5 stars

Adaptive Insights is powering a new generation of business planning. Driving business agility in a fast-moving world, the Adaptive Insights Business Planning Cloud leads the way for people in companies to collaborate, gain insights, and make smarter decisions faster. We offer Adaptive Insights for Finance and Adaptive Insights for Sales, purpose-built solutions to allow those closest to the business to plan.

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Adaptive Insights review by <span>Aurora M.</span>
Aurora M.
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Verified Current User
Organic
Reviewed On

Advantages of using Adaptive Insights for planning

What do you like best?

The tool is very simple to use once you have had some basic training. It allows me to create custom reports for my different customers, as well as monitor performance of my different business units. I love the fact that the tool is super dynamic and allows me to customize my planning as time goes by.

What do you dislike?

I think the interface is not very user friendly. You must have a little bit of training to know how to create reports and benefit from all the tools Adaptive offers.

Recommendations to others considering the product

It is a very good tool, but the interface could be a bit more user friendly. Furthermore, Office Connect could also improve by allowing the analyst to open more than one report at once. It is very frustrating having to close a file, just to open a second one you need when comparing data and changes.

My company also utilizes a sw called Domo where we can easily visualize cards and dashboards. I would like to see a feature where we could easily export data from Adaptive into Domo and the cards could be automatically updated with the latest forecasts and scenarios.

What business problems are you solving with the product? What benefits have you realized?

I am currently monitoring and planing a budget for our tech department. The main benefit I see is the ability to do dynamic planning and performance tracking.

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Adaptive Insights review by <span>Andrew B.</span>
Andrew B.
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Insights with Adaptive

What do you like best?

Ease of use, regular updates, inferface is very intuitive. The application is very scaleable as our business has grown, and can deal with our international footprint well through FX reporting. The Excel Add-In is also a great touch as some users still prefer to edit data in this way.

What do you dislike?

Nothing - the product is regularly updated each year so there is always new functionality being added.

Recommendations to others considering the product

Go for it. Adaptive is a great product, you just need to make sure you have clearly documented how your current model is working and built up before you start the implementation process. That said, it is still very easy to modify things to add new functionality beyond the initial implementation.

What business problems are you solving with the product? What benefits have you realized?

Collaboration around budgets and forecasting, assisting with reducing time taken for month end close (from plus 15 days using old Excel models to now 1 - 2 days with Adaptive). The product also deals with reporting restructures well, as the level hierarchy in the model is very flexible and can be tagged with many different dimensions and attributes. What-if scenario planning is also very easy as budget versions can be instantly copied and modified to show the impact of flexing certain model variables. Constant currency reporting is also available, or being able to show the data with any set of FX rates (ie - what if prior year actuals were restated at current year budget rates etc).

What Corporate Performance Management (CPM) solution do you use?

Thanks for letting us know!
Adaptive Insights review by <span>Lenny L.</span>
Lenny L.
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Arrive Adaptive

What do you like best?

What I like the best are setup of the system and consolidation of the cloud. It provides the understandable concept of construction the tool which is helpful with the customization of the business process.

What do you dislike?

For now, two perspectives I dislike during the implementation: 1) unable to manage the same setting of the accounts all at once, e.g. read only functionality; 2) formula testing is not easy.

Recommendations to others considering the product

1) single source of truth; 2) quality of the information consolidation.

Adaptive insights will improve the quality of the planning data, provide the variety of the reporting, and optimize the business process. Before implementation, need to understand the business process thoroughly and evaluate the process over at least one cycle to discover as many challenges as possible. prioritized the possible solutions in terms of source of data, methods of inputs, format of outputs and consolidation of information. So as to manage the user expectation properly.

What business problems are you solving with the product? What benefits have you realized?

Mainly on two areas: 1) single source of truth; 2) quality of the information consolidation. I realized that Adaptive insights will improve the quality of the planning data, provide the variety of the reporting, and optimize the business process.

Adaptive Insights review by <span>Michael S.</span>
Michael S.
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Great service, even greater potential

What do you like best?

The tool itself is very quick with updating and there are many features that allow you to check your work along the way (sheets, formula validation, etc.) I also like the ability to version control,; by creating new versions during crucial parts of the budget process, it allows us to reference prior submissions and be more smart about finding variances between what we are submitting and what we submitted.

What do you dislike?

The planning tools are poor and are difficult to effectively utilize without the ability to upload data. Planning also seems very counter-productive in Adaptive since it requires you to view the income statement of the smallest department in every single hierarchy. By requiring that, it essentially precludes the user from doing a top-down forecasting approach, which a lot of start-up companies end up doing. Additionally, Office Connect has an abysmal time integrating with Excel, and often slows down or crashes the program entirely. I think it would behoove Adaptive to try and emulate what Hyperion is doing with their Microsoft Excel add-in.

Recommendations to others considering the product

Enhance OfficeConnect:

One of the worst parts about Adaptive is the integration between Adaptive and Excel. Since most companies operate primarily within Excel, it is difficult to get many tasks done seamlessly without having some manual intervention between exporting out of Adaptive and into Excel.

What business problems are you solving with the product? What benefits have you realized?

- Automated reporting

- Department heads are inputting their own budgets

- Accountability across departments

- Quick and easy month close variance analysis

Adaptive Insights review by <span>Steve P.</span>
Steve P.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Adaptive vastly improves FP&A Proces

What do you like best?

I like the ability to be able to drill into detail, whether it be general ledger detail or in our case job detail, to see what actually makes up the numbers the reports are showing. The ability to plan our SG&A, personnel, and R&P model all in one technologically advanced place allows for a much smoother planning and forecasting process. Adaptive allows us the ability to provide information to senior management that was not as easy to provide as before

What do you dislike?

The amount of maintenance Adaptive takes to keep things running accurately on a monthly basis. Being a construction company we have a project based organization where our 'structure' is constantly changing. New jobs are opening, jobs are closing. It is quite the hassle to keep our job reporting up to date on a monthly basis.

What business problems are you solving with the product? What benefits have you realized?

We had a very manual plan/forecasting process before that used numerous different excel workbooks and links. Adaptive has allowed us to streamline this process and keep our plans/forecast "live" as we are assembling them.

Adaptive Insights review by <span>Ben G.</span>
Ben G.
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Invitation from a vendor or affiliate
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Making Planning Active

What do you like best?

Structure of levels/departments so that all managers have specific places to add their business needs. Ability to link separate planning models together to create a complete plan. Relating to the budget manager/user is key. If planning by GL account doesn't make sense for the user then it is nice to build them a separate model that represents their business and then allow Adaptive to pull the needed information together for finance.

What do you dislike?

Reports - they allow the building/modifying of reports but when you are needing each user to modify the reports with notes you are also giving them access to modifying how the report is run. It would be nice to see some added permissions for report building vs. modifying vs. editing notes.

What business problems are you solving with the product? What benefits have you realized?

One source of budget/forecast truth. Keeping everyone engaged throughout minimizes the time spent on the back end on planning.

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