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Learn more about the most complete cloud CPM and BI package, the Adaptive Suite, which includes unified planning, reporting, consolidation, and analytics solutions that are modern, powerful, and intuitive for all types of business users.
Learn how to elevate your corporate performance management with Adaptive Planning, the market leader in cloud-based budgeting, forecasting, and reporting. Adaptive Planning’s rich functionality and intuitive interface help make it the world's most usable cloud CPM application.
Get an overview of the built-in reporting capabilities for Adaptive Planning and Adaptive Consolidation. These tools deliver powerful, interactive reporting functionality. No programming or special skills are required to use the simple drag-and-drop interface, so any user can create and run reports for analysis.
Read how Adaptive Discovery dashboards empower executives, line-of-business managers, finance, and more with visual insights and business user-driven analysis—all in the cloud. As your business grows, Professional and Enterprise editions extend and scale to meet every analysis need.
Learn more about Adaptive OfficeConnect: software that makes it easy to create high-quality reports, board books, and presentations with Microsoft Word, Excel, and PowerPoint. Completely connected with Adaptive Planning and Adaptive Consolidation, it creates dynamic, beautiful reports always based on the latest data.
Read how the Adaptive's approach to revenue management empowers your organization to analyze, plan, and manage revenue—from corporate objectives to sales forecasts and quotas linked back to your financial plans. Based on best practices and implementation expertise, the solution speeds your journey to revenue life cycle management.
Read how Adaptive Insights provides complete sales forecasting, quota planning, analytics, and reporting, all unified with Salesforce. The cloud-based suite lets today’s CFO drive sales operations productivity, improve forecast accuracy, accelerate quota planning, and power alignment between sales and finance as never before.
Read an overview of Adaptive Insights' powerful and intuitive transaction reporting and analysis capabilities. Companies can improve their corporate performance management by enabling budget managers with self-service tools and integrating transaction-level detail with other enterprise applications.
Learn how Adaptive Integration for Planning supports a customer-controlled ETL experience for the Adaptive Suite moving from simply running data imports to configuring an end-to-end integration.
Read about Adaptive Insights’ integration options to connect your source system or data with ours—including general ledgers and other enterprise apps such as ERP, CRM, HR systems, and data warehouses, whether located on-premises or in the cloud.
Get 24/7 access to Adaptive Insights eLearning courses. Designed by finance experts with years of experience, Adaptive Insights eLearning short videos are the most convenient way to learn about products at your own pace and incorporate new features into your model design.
Read how Adaptive Consolidation, an intuitive, cloud-based tool, enables organizations to accurately and efficiently consolidate their financials with a fraction of the resources required by traditional enterprise solutions.
Read about Adaptive Insights' multi-instance capabilities and key benefits. Multi-instance enables coordination of planning, reporting, and analysis across an organization with disparate planning requirements or multiple autonomous organizations.
Learn how Adaptive Insights enables a complete close-to-disclose solution that streamlines the process, from consolidated financials to published financial results. Adaptive Insights' real-time modeling engine maximizes financial consolidation accuracy and efficiency.
Learn more about our Adaptive Certified program. Being Adaptive Certified validates your proficiency with Adaptive Insights products, elevates your value within your organization, and helps you drive further professional success. Certification involves internet-based exams, ongoing education opportunities, and annual re-certification.
Read how Adaptive Insights provides banks and credit unions with a sector-ready CPM platform: immediate access to data and information from multiple systems, plus integrated revenue, expense, cash flow planning, reporting, and real-time visibility into KPIs and metrics on dashboards.
Read about how the Adaptive Suite helps nonprofit organizations keep their finances on track. When maximizing every budget dollar matters, a cloud-based corporate performance management solution allows these vital organizations to plan and report on complex operations and project cash flow.
Learn how the Software Planning & Analytics Solution enables software and subscription businesses to plan, monitor, and analyze subscription software and service performance.
Explore how higher education organizations drive efficiency and streamline data with Adaptive Insights. Budgets involve several factors—such as government funding, grants, scholarships, and more—and require seamless collaboration from university staff down to the department level. Dynamic reporting resolves these challenges.
Read how Adaptive Insights revolutionizes CPM for energy and utility companies. Spreadsheet-based systems are inefficient, error-prone, and fundamentally unsuited for the complex, dynamic planning and reporting the industry requires. Adaptive Insights provides a flexible budgeting, forecasting, and reporting solution that fits the bill.
Learn how healthcare organizations navigate financial challenges—fluctuating patient volumes, increasing government regulations, and declining insurance reimbursements—with Adaptive Insights. The multi-dimensional, driver-based modeling capabilities in Adaptive software fulfill healthcare planning and reporting needs.
Read about Adaptive Insights' retail-ready CPM system. Retailers and wholesalers need a finance solution that provides strategic insights in a dynamic economy. Adaptive Insights fits the bill, facilitating top-down and bottom-up planning and reporting at a variety of levels and dimensions, and complex what-if scenario analysis.
Learn how Adaptive Insights elevates planning and reporting processes for insurance companies. Adaptive recognizes insurance sector needs, including statutory and GAAP reporting, what-if analyses for varying levels of growth, and consolidation across multiple dimensions, including states, product families, and premiums.
Discover how manufacturing companies coordinate their production and sales planning with Adaptive Insights. With Adaptive corporate performance management (CPM) software, manufacturers streamline dissimilar planning processes, seamlessly integrate a variety of data sources, and consolidate complex data from multiple functions.
Discover how Adaptive Insights provides business services companies with a corporate performance management system that includes multi-dimensional, detailed personnel planning and reporting, integrated P&L and cash flow statements, and reporting and analysis of key metrics.
The Adaptive Suite is cloud-based corporate performance management software that delivers incredibly intuitive budgeting, planning, forecasting, reporting, and dashboards. Designed for business users and accessible from anywhere, our CPM software solution helps you visualize performance, plan effectively, and monitor results.
Rescue your budgeting, planning, and forecasting from slow and painful manual processes with planning software for finance teams proven to improve productivity by more than 70%. Integrate revenue and expense planning, use rolling forecasts, and analyze performance. Enjoy the benefits of using a cloud-based planning system and work the way you want to work - on the web, in Excel, or mobile.
Designed for accounting, Adaptive Consolidation speeds up your financial close with real-time financial consolidation and intercompany eliminations. Automate currency translations, reclassifications, and reporting for faster, more accurate consolidation, close, and reporting cycles.
Intuitive TEK’s expertise and flexibility help HealthEast make seamless updates and “ouchless” transitions.
Peak Vista seeks out Intuitive TEK’s guidance to get the most out of Adaptive Insights’ convenient features.
When pressing finance questions arise in Adaptive Insights, Intuitive TEK’s speedy support keeps Max Credit Union in the know.
Professional support from Intuitive TEK’s helpful staff keeps OneAZ abreast of Adaptive Insights’ bells and whistles.
Swift, ongoing support from Intuitive TEK’s collaborative staff is the key to Pima Federal Credit Union’s success with Adaptive Insights.
Read why in this article by Peter Horvath, Europe's leading authority on management accounting, controlling, and budgeting. Learn why static budgeting is inefficient, ages too quickly, and is out of sync with the strategic plan.
Read why in this article by Russ Banham, a Pulitzer prize-nominated business journalist and best-selling author. Learn more effective budgeting and forecasting strategies, and why a budget isn’t what it used to be.
Learn the five best practices used by companies that have successfully harnessed business intelligence (BI) to gain deep, actionable insights into performance. Based on the findings of a landmark report by Dresner Advisory Services, this white paper will help you launch and drive a successful BI initiative at your organization.
Are you ready for the changing role of the finance function? This report explores the expanding responsibilities of finance leaders and outlines a four-step approach for elevating your role to a more strategic position. You’ll learn how to create a culture of data-driven decision-making that enables insight and drives value.
Gauge and improve your budgeting skills with the help of this excerpt from “Manager's Toolkit: The 13 Skills Managers Need to Succeed” (Harvard Business School Publishing). Fundamentals of the process and budgeting terminology are presented with charts and graphs to illustrate key concepts.
Find insights to make a success of activity-based budgeting in this excerpt from "Time-Driven Activity-Based Costing: A Simpler and More Powerful Path to Higher Profits." Effective activity-based budgeting gives managers much greater spending control over their cost structure, particularly over fixed costs.
Survey results show that nearly half of global CFOs expect to play a more strategic leadership role. This summary report of the research highlights inhibitors to success, current technology challenges, and areas for future investment.
Every business decision depends on forecasting the consequences of the decision. Explore the challenges in creating accurate forecasts, and learn how to overcome bias and oversimplifying the truth. Certain methods incorporate more information into formulating predictions, which improves the accuracy of business decisions.
Read how dashboards help finance executives track operational metrics, as well as make informed, strategic decisions under time-critical situations. Modern CFOs oversee important decisions, so they need the right tools and support, including a supportive finance team and visibility into operational and financial data.
Read intriguing expert insights from the Harvard Business Review that demystify forecasting. The goal of forecasting is not to predict the future, but to tell you what you need to know to take meaningful action in the present, claims the author, who outlines approaches to develop greater forecasting discernment.
Get an on-the-money analysis of budget process woes from the Harvard Business Review. Most agree the process takes too long, costs too much, and adds too little value. That said, the budget process will only move into the 21st century with a new set of management processes and leadership style.
Read how "speed of insight” in finance functions accelerates strategic decision-making. Also known as “time to action,” the speed of insight involves more than number-crunching. Finance tools must move beyond a P&L statement and get to the real drivers of innovation and change, which are necessary to drive growth.
Read about making dashboards a vital part of the management process. Mark Lorence, director at Palladium Group, Inc., provides clear-cut, intelligible definitions of dashboards and scorecards and how they work together in a well-oiled performance management system.
Learn what to consider when implementing dashboards in a performance management system. An article by Mark Lorence, director of Palladium Group, outlines three steps for a successful dashboard rollout: Establish an accurate data pipeline for populating analytics, allow for iteration, and test for data disparities or bugs.
Learn how forecasting falls apart and what to do when it does. The discipline has advanced over the years, but managers must learn from history what they can and cannot predict, and develop plans that are sensitive to surprises. Instead of seeking predictability, it’s better to prepare for different contingencies.
Read how to master the art of “quantation”—that is, how to present numerical information effectively. This checklist from Randall Bolten, author of “Painting with Numbers,” covers best practices—from text treatments to concept organization to document layout—to ensure the numbers make sense to your audience.
Learn how to motivate and inspire teams with data rather than bore and confuse them. One approach to chart the way through information: Start with a message, follow with evidence. These tips provide ways to effectively communicate the meaning of data.
Learn about the rise of the strategic CFO in today’s breakneck business environment. Corporate leaders who most quickly align business strategy with fast, informed decisions win the day. Still, many firms are weighed down by outdated business systems, which is why cloud technology is so critical to running today's companies.
Learn how to pick up the pace of your annual planning process—or eliminate it for the better. The typical annual budgeting process is too slow for a volatile and changing business landscape. Finance leaders can pick up the speed, or eliminate the annual budget, by using rolling forecasts or scenario planning.
Nearly all respondents to a CFO research survey agreed better use of IT would boost business performance, but hurdles remain to fully capitalizing on the cloud, big data, and mobile technology. Peer into the mindsets of 112 finance executives from small and midsize companies on the competitive use of information technology.
Learn about the most costly reporting mistakes and how to avoid them. A white paper from BPM Partners discusses the high cost of excess resource requirements, decision-making without adequate information, and missed opportunities due to lack of reporting capabilities.
Read about using visual analytics to access information in near real time. Organizations are finding it increasingly difficult to deal with increasing volumes of data and promptly distribute information to the right people at the right time. These challenges give rise to an opportunity for innovation in analytics.
Scenario planning refocuses executive assumptions and management views, promotes organizational learning, and models the business environment as nonlinear. The results? A much clearer view of future business opportunities. The planning experience at Shell and a seven-step process are outlined here.
Unleash the full power of Adaptive Insights' planning, budgeting, and forecasting software for cash flow projection, sales planning, and balance sheet forecasting. With these tips and strategies you can reduce cycle times up to 90%.
Get advice from senior finance executives about selecting and implementing enterprise resource planning systems. Factors to consider when selecting an ERP system include the ability to integrate other reporting tools, the flexibility to adapt to evolving business needs, and the capacity to blend with existing processes.
Read about effectively applying your analytical results to business issues. Many executives are making critical decisions based on data they do not fully understand. Financial managers can help bridge the gap between understanding data and making data-driven decisions.
Read about the modern pressures facing CFOs, their challenges with combining technology and financial practices, and examples of CFOs who have reinvented their roles as a strategic member of the C-suite. The excerpt comes from the book “Reinventing the CFO: How Financial Managers Can Transform their Roles and Add Greater Value.”
Read about the unique challenges of achieving excellent corporate performance in the manufacturing sector. Discover how taking planning and performance management out of spreadsheets and into the cloud offers greater agility to successfully conduct business across multiples sites, divisions, and operating locations.
Discover strategies to move beyond number-crunching and improve the budgeting process. Bottom-up budgeting focuses on earnings and short-term numbers. But budgeting used as a tool to introduce and reinforce a growth mindset results in wiser investments that drive long-term revenue, cash flow, and shareholder value.
Finance chiefs offer a unique perspective in their organizations by providing a big picture view of financial data and a granular view of operations. Learn what the top CFOs are doing to drive better decision-making.
Consult this brief checklist written by Randall Bolten, author of “Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You,” as a guide to create a “natural P&L,” a cornerstone of management reporting in every organization.