Adaptive Planning

Vorteile

- The software is a cloud based, so you will have access anywhere you have the internet.
- No more “this worksheet is locked by another user” message.
- Imports and Exports to/from excel seamlessly…for those of you that like to work out of excel.
- Dashboard capabilities for more real time department metrics and visibility to spend.
- Rolling forecasting capabilities that allow us as a company to focus more on the future and less on the past.
- Instant Company budget/forecast results.
- Audit trails…never have to worry who, what, or when someone changed a number you budgeted or forecasted. All changes will be tracked.
- Company-wide visibility to Personnel and Capex planning that drives the cost of benefits, IT equipment, and supplies.

Nachteile

- Software enhancements are only every 4 to 5 months.
- Levels (Organization Departments) can be restricting to planning across multiple departments
- Noting variances in a report can be tricky at times.

Vorteile

A cloud-based tool that enables you to forecast and budget different scenarios. OfficeConnect (an add-on feature) allows you to create reports directly in Excel and increases overall team efficiency.

Nachteile

Setting up Adaptive Insights is a crucial, timely, and difficult process. However, the time you put into building your instance initially saves time and pays dividends in the future.

Vorteile

- direct integration with netsuite
-ease of use once established
-maintains various types of data including personnel information and financial reporting

Nachteile

- inability to run reporting on one entity (only runs in consolidation)
- inability to modify reports without creating a new report
- functionality to drill into detail is hit or miss

Vorteile

Very easy to use and set up as well, also easy to able to be deployed across the business and user training required is minimal.

Nachteile

to start with it is cloud based and very easy to begin with

Vorteile

Our employees were used to working with Excel spreadsheets. We considered such an approach not completely effective, so our choice turned next to Adaptive Insights. There are no restrictions on the size of the documents. This program is synchronized with other applications, including such important for us solutions like SAP and Oracle. We like the high accuracy of the reports we can create on the tool’s base. It is also important that all data are in one place and don’t require much effort for their processing and analysis. Adaptive Insights is a multifunctional tool with a robust and well-thought-out suite of features. This application allows our employees to track finances, budgets, sales, resources, and labor contribution. With its help, our company’s managers are also able to collect divergent data, make various kinds of reports, build models, and make optimal business decisions.

Nachteile

It would be better if Adaptive Insights had an opportunity to filter for specific months while working with spreadsheets. This lack of functionality makes our work a bit confusing sometimes. We wouldn’t mind adding more advanced features to the planning tools as well. We believe it would behoove this product if it had several tutorial videos on how to use it to the full extent. Even though we find this tool user-friendly, it doesn’t mean at all that it is so for every company.