Analyst Report

Gartner 2016 Magic Quadrant Strategic Corporate Performance Management Solutions Report

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451 Research
Analyst Report

Adaptive Insights makes FP&A process more visual and DIY

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White Paper

CFO Indicator Q1 2016: Big Data, Better Vision: The Agile CFO

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Infographic

The Agile CFO: Navigating Economic Uncertainty with Data Insights

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  • Webcast

    Tame Your Budgeting Process With Rolling Forecasts

    Tame Your Budgeting Process
  • Webcast

    Put an End to Inefficient Planning Cycles

    Learn practical strategies for cutting inefficiencies from your current budgeting and planning process.
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  • Webcast

    Higher Education Industry Spotlight: Tactical to Strategic...

    Join us for an exciting customer panel discussion with Elizabeth Dionne, director of finance at College of the Holy Cross, and John McGrath, budgeting manager at Babson College. They’ll describe how they’ve made the transition from tactical to strategic—and elevated the role of finance to better address emerging challenges.
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  • Webcast

    The DNA of High Performing Finance Organizations

    Watch this informative webinar to hear how Craig Rucker, Vice President of Finance at leading publisher Active Interest Media, evolved his team from “pushing around numbers” into an “operational hub” that plays a key role in strategic decision-making.
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  • Webcast

    5 Ways to be Recognized as Top Talent

    Many CFOs feel their teams don’t have the right skills and behaviors to drive excellent performance. Learn practical strategies for demonstrating the competencies that CFOs and senior leaders expect from high performers.
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  • Webcast

    Healthcare Industry Spotlight: Planning for Value Metrics

    Join us to learn how healthcare organizations like the Mayo Clinic have redefined their planning, reporting, and performance management. We’ll show you ways to manage uncertainty with continuous planning and rolling forecasts, support data-driven decisions, and track and control costs.
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  • Webcast

    The ABCs of Lean Finance: Practical Strategies for Increasing...

    Join us to learn how lean principles can help you get rid of inefficient and duplicate processes so that you can boost your productivity and better serve your internal customers.
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  • Blog Post

    CFO Q&A: Why Today’s Finance Chiefs are Data Interpreters

    Last month, we welcomed a new CFO, Jim Johnson, to Adaptive Insights. Jim is the epitome of a modern CFO who isn’t just experienced in finance, but is a true business leader. Jim likens the CFO role to that of an interpreter who must not only understand the language of finance, but also have the communication and interpersonal skills to translate that knowledge into what is relevant for the lines of business.
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  • eBook

    Nine Circles of Excel Hell

    Excel is one of the world’s greatest desktop tools—until you need to gather data from across the organization, roll up departmental plans, or do complex, collaborative planning. This eBook outlines Excel’s nine biggest limitations, and how you can overcome them by moving to financial planning and analysis (FP&A) in the cloud.
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  • Demo

    Plan, Model, and Analyze Your Business

    Explore how the Adaptive Suite provides integrated budgeting, forecasting, and reporting for improved business performance. A powerful data integration platform allows for automation of imports and exports from any system, cloud, or on-premises solution.
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  • Webcast

    10 Most Popular Excel Tips and Tricks (and When to Use Them)

    Join us for a practical, informative webinar on the popular tips and tricks for becoming more effective with Excel spreadsheets. You’ll also learn how to best use Excel with other finance systems.
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  • Infographic

    The Agile CFO: Navigating Economic Uncertainty with Data Insights

    CFOs are faced with an increasingly uncertain economy, regulatory changes and big data. Survey data from 377 CFOs highlight how they are navigating through the sea of changes with analytics, insight and planning.
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  • White Paper

    CFO Indicator Q1 2016: Big Data, Better Vision: The Agile CFO

    The latest global CFO survey from Adaptive Insights shares insights from finance leaders around how they leverage big data & analytics, strategic initiatives bringing value to their organization, and hurdles to overcome on the path to CEO. Results indicate strategic leaders are leveraging data and analytics to drive scenario planning, looking to the cloud for new technology and bracing for transformation and innovation. They are achieving a new level of agility not previously possible.
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  • Webcast

    Setting a Course to “Yes”: How the CFO Role is Evolving

    Join Jim Johnson, CFO of Adaptive Insights, to learn how the role of today’s CFO is shifting from tactician to strategist—and from saying “no” to looking for ways to say “Yes.”
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  • Webcast

    Forecasting With Confidence

    Join us for a practical, informative webinar on new techniques you need to create a forecast that is accurate and drives strategic and investment decisions. You’ll learn how to create a forecast that accurately reflects key business drivers and aligns expenses with revenues before spending gets out of control.
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  • Webcast

    Forecasts That Don't Disappoint

    Learn the techniques for accurate forecasts that paint the big picture of business performance and highlight opportunities for high-ROI investments.
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  • Webcast

    Common Dashboard Mistakes and How to Fix Them

    We'll share common pitfalls that limit the effectiveness of dashboards along with tips to address them. You’ll hear real-world examples of how finance teams are delivering insightful dashboards to drive business decisions in minutes, not days.
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  • eBook

    Making the Shift: Four Secrets Behind Great Budgeting and...

    Learn four approaches to making the budgeting process simpler, less time-consuming, and more aligned with targets. Find out how CFOs can take the lead in reinvigorating budget discussions, setting targets for continuous improvement, and leveraging rolling forecasts to perform more-effective business analysis.
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  • White Paper

    5 Secrets to Success With Business Intelligence

    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.
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  • Webcast

    Dare to Dashboard: Stop pulling data, start delivering insights.

    Watch this informative webinar and find out how to start delivering actionable insights with your dashboards. You’ll learn how to stop the pain of gathering data so you can spend more time on value-added analysis.
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  • Video

    Customer Testimonial Overview

    Hear how our customers transformed their businesses with Adaptive Insights. Adaptive software solutions accelerate routine reporting processes, offer more transparency in planning, and enable CFOs and finance teams take on more strategic roles in their companies.
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  • eBook

    Beyond Number Crunching: Six Best Practices of Top Controllers

    Discover the six best practices that today’s best-in-class controllers follow to elevate their role from number crunchers to strategic business partners. This eBook explores how these top controllers improve productivity, reduce costs, and streamline processes ranging from consolidation to financial reporting.
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  • White Paper

    CFO Indicator Q4 2015: Collaborative Finance Organizations: The...

    The CFO is moving from finance gatekeeper to a champion of strategy and value creation, and finance’s reach and impact now extends throughout the company. Insights from a survey of 533 global CFOs highlight the evolving role of the CFO and the need for deeper collaboration and expanded skills across the entire finance function.
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  • Infographic

    Gearing Up for Finance 2020: CFOs Shift Talent Requirements for...

    Finance teams have many moving parts, and they’re plugged into different business units—this requires smooth connections to keep the company on track. Data from the CFO Indicator Q4 2015 report shows how finance leaders are gearing up for the future.
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  • Webcast

    Tame Your Budgeting Process with Rolling Forecasts

    Discover how high-performing finance teams have cut planning cycle times by embracing rolling forecasts. Join our popular guest speaker, Steve Player, as he shares common pitfalls associated with implementing rolling forecasts and practical tips to overcome them.
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  • Datasheet

    Adaptive Integration for Planning

    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.
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  • White Paper

    4 Steps to Making Your Finance Function an Analytics Powerhouse

    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.
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  • Webcast

    The 7 Costliest Reporting Mistakes

    Join guest speaker John Dunican, head of CFO Advisory Services for Armanino, the largest independent accounting and business consulting firm, as he discusses the 7 costliest management reporting mistakes and shares actionable tips on how to avoid them.
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  • Video

    Evariant Customer Testimonial

    Evariant’s enterprise platform delivers analytics to healthcare and hospital systems, but the company desired similar insight into its own financial performance. With the Adaptive Suite, Evariant gained visibility through revenue forecasting, what-if scenarios, and other custom reporting features.
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  • Video

    Fairfield Residential Customer Testimonial

    At Fairfield Residential, the revenue reporting process left little time for data analysis. The property management company desired a financial performance solution that could bridge that gap. With one click in Adaptive OfficeConnect, Fairfield Residential quickly produced high-quality reports to glean actionable insights.
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  • Video

    Lincoln Child Center Customer Testimonial

    Bay Area nonprofit Lincoln Child Center desired a nimble approach to its financial management. Quick reporting processes in Adaptive Planning delivered immediate financial insight into the organization, empowering leaders to confidently make decisions that ensure financial viability of the nonprofit’s mission.
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  • Video

    MAX Credit Union Customer Testimonial

    At MAX Credit Union, the lengthy process to create financial reports took time away from analyzing data. High-quality reports built in Adaptive OfficeConnect allowed for deeper data analysis and fueled a greater ability to describe the data rather than just looking at extensive spreadsheets and numbers.
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  • Video

    Perion Network Customer Testimonial

    Perion needed to reach new levels of automation and productivity across its finance and management teams to perform deeper analysis of the business. The intuitive interface of the Adaptive Suite put dynamic reporting and performance tracking dashboards at the fingertips of Perion’s decision-making teams.
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  • Video

    Western Container Customer Testimonial

    When Western Container sought to refresh its outdated financial management, the bottling manufacturer knew it needed a solution that quickly and accurately adjusts to changing business needs. The various reporting capabilities in Adaptive Planning, part of the Adaptive Suite, delivered the strategic insight required for growth.
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  • Webcast

    FP&A Best Practices for Biotechnology & Pharmaceutical...

    Learn more about the FP&A best practices for Biotechnology and Pharmaceutical organizations.
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  • White Paper

    CFO Indicator Report Q3 2015: Strategic CFOs Break Down Silos to...

    The latest global CFO survey from Adaptive Insights shares insights from finance leaders faced with increasing responsibility as the amount of data managed by their teams continues to grow. Results indicate strategic leaders are driving their organizations toward a single source of truth.
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  • Infographic

    Finance’s Data Journey: All Roads Lead to a Single Source

    As the amount of data created continues to grow, finance leaders are well-positioned to stop data debates by aligning their organizations around a single source of truth. Survey insights from 435 global CFOs show how CFOs are driving toward the finish line.
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  • Webcast

    Lessons from the CFO: Thinking Beyond the Numbers

    Join Robert S. Hull, veteran CFO and founder of Adaptive Insights, as he shares the quintessential rules of modern FP&A in this interactive webinar. You’ll leave with an actionable roadmap to increase business engagement, deliver trustworthy results, and increase profitability.
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  • Demo

    High-Quality, Customized Reports

    Learn how to easily make board packages, narrative, management, and other ad hoc reports using the latest actuals, plans, and forecast data. Easily publish reports in any Microsoft Office program, such as Excel, using Adaptive OfficeConnect. Smartlink technology keeps live Word and PowerPoint reports up-to-date.
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  • Demo

    Profitability Analysis to Improve Decision-Making

    Find out about effective profit and loss management with the Adaptive Suite. Greater insight into data increases profit, minimizes loss, and enables quick course-correct. Allocation, driver-based profit models and scenarios, and in-depth reporting allow for visibility toward achieving financial goals and strategies.
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  • Demo

    Stronger Capital Management

    Discover how to manage your entire capital cycle in the Adaptive Suite. Capital planning, reporting, and analysis take tools that make it easy to budget capex items, view financial statements, track expenses, easily update forecasts, and more. Dashboards give an at-a-glance view of expenses and the impact of cash flow.
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  • Blog Post

    Modern CFOs Turn to Tech to Create ‘Culture of Analytics’

    View an infographic of survey results highlighting how CFOs are using technology to tackle challenges in a fast-paced business landscape. Our Q2 2015 CFO Indicator asked 325 CFOs around the world how their role is evolving, what's inhibiting their success, and how technology has supercharged their strategic decision-making.
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  • Brochure

    Corporate Overview

    This overview on Adaptive Insights shares perspectives on the company’s growth and momentum, partner ecosystem, and new innovation, and it highlights a commitment to making customers successful. Learn more about how the last year was a transformative one for Adaptive Insights, from the business, to products, to our new brand.
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  • Demo

    A Streamlined Financial Close

    Watch a quick start guide for accelerating your financial close. The point-and-click rule engine allows for real-time validation, making it possible for automated consolidation and reporting. Improved management of accounting tasks, journal entries, and data modifications also improve collaboration and efficiency.
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  • Demo

    Balance Sheet and Cash Flow Projections

    Explore how the Adaptive Suite provides integrated budgeting, forecasting, and reporting for improved business performance. A powerful data integration platform allows for automation of imports and exports from any system, cloud, or on-premises solution.
    learn more
  • Video

    Adaptive OfficeConnect Overview

    Get an overview of creating professional, up-to-date reports using Adaptive OfficeConnect. Easily produce reports in Microsoft Office formats, including Word and Excel, without needing to reformat or recreate data. Live connection with Adaptive Planning and Adaptive Consolidation ensure reports contain the latest information.
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  • Video

    Brightway Customer Testimonial

    Tim Lash, director of business analytics at Brightway Insurance, reveals how dashboards and forecasting via Adaptive Insights delivered key visibility into new markets. Disrupting the traditional insurance agency model required dynamic, in-depth reporting. Adaptive provided strategic insight and confidence in decision-making.
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  • Video

    Engine Yard Customer Testimonial

    Rick Smith, manager of FP&A at Engine Yard, shares how Adaptive Insights spurred analytic innovation in the accounting process. It’s more than managing data. It’s about gleaning insight. Adaptive Insights transformed the Engine Yard finance team into a proactive partner that guides the company towards achieving a strategic vision.
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  • Video

    San Francisco Ballet Customer Testimonial

    Kim Ondreck Carim, CFO at San Francisco Ballet, discusses the transformation of the finance executive's role using Adaptive Insights. Instead of serving as a tactical scorekeeper, CFOs like Carim can deliver strategic insight into the financial challenges of nonprofits while uploading quality of the arts. Adaptive put data in a new light.
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  • Video

    Teachscape Customer Testimonial

    Michael Bright, director of FP&A at Teachscape, describes how the company gained more confidence in the accuracy of its financial processes with Adaptive Insights. The assurance in the data and source integration sparked more in-depth reporting, including complex scenario planning, for a more complete view of the company.
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  • Demo

    Powerful, Intuitive Dashboards

    Learn how dashboards in Adaptive Discovery deliver valuable narrative insight that’s vital to understanding your business and making data-driven decisions. Easily get visibility across dimensions, metrics, and more. Powered by a dynamic in-memory engine, dashboards provide the real-time visual analytics for the Adaptive Suite.
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  • Demo

    Accurately Predict Revenue With Integrated Financial and Sales...

    Learn how Adaptive Revenue Solution enables sales and finance teams to make data-driven decisions according to revenue lifecycle management. Wielding data through source integration, configurable templates, and other reporting capabilities make for a more powerful solution that drives predictable revenue.
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  • Video

    Sift Customer Testimonial

    Steve Priscott, CFO of U.K.-based media and advertising company Sift, shares how Adaptive Insights contributes to more strategic and organic growth across an organization. Improved accuracy and faster reporting processes removed number-crunching grunt work, enabling the finance team to get more involved with business decisions.
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  • Demo

    Better Expense Management by Accessing Key Cost Drivers

    Discover multiple approaches to expense management in the Adaptive Suite. The collaborative and integrated environment delivers a complete view of spending and cash flow. Effectively managing costs, reducing cycle times, and improving visibility—all in real time—are among the benefits of managing expenses in a cloud platform.
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  • Demo

    Intuitive, Web-Based Planning Sheets

    Learn the features of Adaptive sheets—the heart of where people plan—that accommodate all types of planning, budgeting, and forecasting. Slice and dice across dimensions, easily adjust data, set global formulas, and more. The feel of Excel and intuitive features provide flexibility to suit any business model.
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  • Video

    Thiess Mining Customer Testimonial

    Ben Wiley, manager of mining technology and innovation at Thiess, shares how Adaptive Discovery dashboards monitor equipment performance around the clock. Within seconds, dashboards drill down into millions of records by specific metrics and reporting dimensions, thus fueling effective decision-making in real time.
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  • Blog Post

    CFO Indicator Q1 2015: The Evolution of the CFO

    Get a snapshot of the modern CFO: This infographic highlights the findings of the Adaptive Insights Q1 2015 CFO Indicator report. Key attributes and issues facing a modern CFO include reliance on data analytics to make strategic decisions, desire to improve forecasting, and expectations to contribute to business transformation.
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  • Infographic

    Pioneering the Path to Revolutionize Finance

    Get a visual history of Adaptive’s rise to success: the largest, most satisfied customer base in the industry. Adaptive Insights launched its cloud-based, financial performance solution to serve companies struggling with manual, error-prone Excel, and enterprises facing challenges with costly, complex on-premises solutions.
    learn more
  • White Paper

    Budgeting: Seeing the Future

    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.
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  • Blog Post

    Common Characteristics of the Most Impactful Software Companies

    Adaptive Insights CEO Tom Bogan explains what it takes to build a truly relevant software company, and details the common characteristics of the most impactful businesses.
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  • Blog Post

    How Modern CFOs Make the Most of their Financial Metrics

    Adaptive Insights Founder and Chairman Rob Hull explains how today's CFOs can maximize the value of financial data to lead strategic decision-making.
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  • Blog Post

    Lessons Learned in Building Best-in-Class Channel Partnerships

    Adaptive Insights SVP International Sales and Global Channels Carolee Gearhart reflects on the lessons she's learned throughout her career when it comes to building business relationships.
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  • Blog Post

    The Many Faces of the Modern CFO

    Adaptive Insights Founder and Chairman Rob Hull discusses the many roles and responsibilities of the modern CFO when it comes to corporate performance management.
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  • White Paper

    What-If Analysis and Activity-Based Budgeting

    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.
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  • Video

    Adaptive Insights Customer Highlights Testimonial

    Hear how our customers transformed their businesses with Adaptive Insights. Adaptive Insights' software solutions accelerate routine reporting processes, offer more transparency in planning, and enable CFOs and finance teams take on more strategic roles in their companies.
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  • Bonneville International

    Video

    Bonneville International Customer Testimonial

    Bonneville International CFO Kent Nate and Director of Business Systems, Analytics and Revenue Service Timothy Swift discuss how the Utah-based radio and television company streamlined its processes through Adaptive Insights, fueling a smarter, faster, and more efficient use of data to monitor programming and ad revenue.
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  • Video

    Clarabridge Customer Testimonial

    Bas Brukx, CFO of Clarabridge, describes how Adaptive Insights expanded financial visibility and empowered decision-making across the organization. Clarabridge successfully tapped into new markets by confidently creating accurate international expansion models in Adaptive Insights' software. Dynamic reporting enabled strategic analysis.
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  • Video

    Engineers Australia Customer Testimonial

    Melissa Sutcliffe, national manager of finance at Engineers Australia, reveals how business managers gained more control and visibility in budgeting processes after implementing Adaptive Insights. The increased ownership and accountability led to “wow moments” for budget managers, transforming budgets into an exciting process.
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  • Video

    Glu Mobile Customer Testimonial

    Todd Robinson, senior manager FP&A at Glu Mobile, describes how Adaptive Insights provides the right mix of value, speed of implementation, and ease of use compared to other forecasting applications, like SAP or Hyperion. As a self-described "serial Adapter," Robinson has repeatedly turned to Adaptive Insights throughout his career.
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  • Video

    kCura Corporation Customer Testimonial

    Todd Bailey, controller at software developer kCura, shares how Adaptive Insights improved visibility into the financial impact of its growing operations. Adaptive Insights software pulled together the main drivers of revenue, and tracking those KPIs in one place delivered a much-needed big-picture view of the organization.
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  • Video

    Lunds Customer Testimonial

    Gwen Hendrickson, finance director at retail grocer Lunds, explains how Adaptive Insights enables the organization to track wage and benefits increases for non-union and union employees, as well as quickly report how bargaining agreements impact the bottom line.
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  • Video

    NorthStar Customer Testimonial

    Andrew Rosenberg, financial analyst at NorthStar, shares how Adaptive Insights met the needs of the financial services firm, including revenue planning and what-if scenarios for its diverse holdings. The dynamic reporting capabilities allowed for more time analyzing data, shaping NorthStar as it moves forward.
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  • Video

    Blurb Customer Testimonial

    Gene Domecus, COO at Blurb, shares how dynamic reporting capabilities in Adaptive Insights increased visibility into business decisions and created a more integrated and intuitive financial process. Data contained in a single source of truth permeated all operating metrics, ensuring accuracy and reporting consistency.
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  • Video

    Boston Scientific Customer Testimonial

    Mark Powers, finance manager at Boston Scientific, explains how Adaptive Planning enabled quick, on-the-fly decision-making and scenario planning through self-service reporting. The finance team evolved from a transactional role into value-added, strategic partner by illustrating the impact of key business drivers.
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  • Video

    California Academy of Sciences Customer Testimonial

    Stacy Robson, director of finance at California Academy of Sciences, describes how Adaptive Insights technology made it easier to collaborate data across the organization, deliver timely reports, and pinpoint key drivers that move the nonprofit forward.
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  • Video

    Hightail Customer Testimonial

    See how Adaptive Insights’ planning tool gives Hightail senior financial planning manager Tammy Bieter and her team the time—sometimes with just the touch of a button—to move beyond merely reporting on the numbers to analyzing what the numbers mean.
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  • Video

    Lytro Customer Testimonial

    See Dan Morgan, vice president of finance at Lytro, talk about his “addiction” to Adaptive Planning, and how the planning tool whittles down the time it takes him to forecast from days to just minutes.
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  • Video

    Montclair State University Customer Testimonial

    Brian Teets, financial systems manager at Montclair State University, discusses how the robust reporting capabilities in Adaptive Insights have allowed the university to be nimble, which is necessary for university budgets that rely on the state's budget.
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  • Brochure

    Adaptive Acceleration: An Inside Look at the Adaptive Customer...

    Learn how Adaptive customers are transforming finance processes across industries, including nonprofit, higher education, manufacturing, and healthcare. Hear from CFOs and FP&A leaders who share how cloud-based performance management has reduced budget cycles by 75%, or “has become the backbone of our finance organization."
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  • Datasheet

    Higher Education Datasheet

    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.
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  • Datasheet

    Professional Services Datasheet

    The Professional Services team at Adaptive Insights strives for excellence and it shows: With its deep product expertise, best practices knowledge, and real-world CPM and BI experience, the team earned top place in customer satisfaction surveys by Gartner and BPM Partners.
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  • White Paper

    Q2 2015 CFO Indicator Summary Report: CFOs Ready to Lead...

    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.
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  • White Paper

    A Better Way to Forecast

    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.
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  • White Paper

    Analytics for CFOs

    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.
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  • Datasheet

    eLearning Datasheet

    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.
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  • Datasheet

    Energy and Utilities Datasheet

    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.
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  • Datasheet

    Financial Services Datasheet

    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.
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  • Datasheet

    Healthcare Datasheet

    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.
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  • Datasheet

    Nonprofit Datasheet

    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.
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  • Datasheet

    Retail Datasheet

    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.
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  • White Paper

    Six Rules for Effective Forecasting

    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.
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  • Datasheet

    Software and Technology Datasheet

    Learn how software companies streamline planning and analysis with Adaptive Insights. Many software companies are moving away from the traditional software-vendor business model and are becoming business service providers. Adaptive integrates multiple data sources for improved forecasting in a changing industry.
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  • Datasheet

    Support Datasheet

    Learn about the support team that enriches the Adaptive Insights customer experience. Application experts, Adaptive Insights support representatives are ready by phone or email to patiently and thoughtfully guide resolution to any user issue—one reason why the team consistently ranks higher than 97% in customer satisfaction.
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  • White Paper

    The Annual Performance Trap: Why the Budgeting Process Must...

    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.
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  • White Paper

    The Velocity of Value

    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.
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  • Datasheet

    Training Datasheet

    Take your Adaptive Suite expertise and success to the next level by tapping into our comprehensive training options and team of product experts. With classroom and virtual trainings to choose from, you can pick up new skills in the ways that work best for you.
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  • White Paper

    Using Dashboards to Revolutionize Your Performance Management-...

    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.
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  • White Paper

    Why Forecasts Fail. What to Do Instead

    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.
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  • Webcast

    5 Budgeting Mistakes You Should Avoid

    Sidestep common budgeting mistakes with clear examples of budgeting gone bad and these actionable tips to improve budgeting quality, cut cycle times by more than 50%, and roll up hundreds of spreadsheets across all users in minutes, not days.
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  • Webcast

    5 Forecasting Tips for Higher Education Institutions

    Get straight talk on how to automate your accounting and finance processes in the cloud for optimal results. Greater data insights with less hands-on effort is just one of cloud computing’s big draws. See how organizations taking the leap also reap more time—and more money—to spend on other business priorities.
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  • Webcast

    5 Principles of Killer Reports and Dashboards

    Get actionable tips that savvy, forward-thinking finance organizations use to improve performance and drive faster decision-making. A performance management solution with dynamic capabilities, such as self-service reporting, frees up workload, generates insightful data, and enables quick decision-making with greater confidence.
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  • Webcast

    5 Signs You’ve Outgrown Spreadsheets for Planning and Reporting

    Find out how leading finance organizations made the leap from spreadsheets, accelerated their planning and reporting cycles, and drove better decision-making. Spreadsheets often put data accuracy at risk and require more time to distribute. If your organization is over-reliant on spreadsheets, it’s time to make a change.
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  • Webcast

    5 Steps to Attaining Dashboard Nirvana

    Discover the key dashboard elements you need to identify gaps and opportunities in your performance—and take immediate action. Best-in-class organizations are using dashboards—with their ability to drill deep into data and unearth potential—to accelerate decision-making and deliver trusted business results.
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  • Webcast

    5 Steps to Finding Hidden KPIs You're Missing

    Get a step-by-step guide to defining the right set of key performance indicators that influence business decisions. Technology makes it easy to identify useful analytics—based on historical data, forecast alignment, stakeholders, and more—that make the greatest impact on business performance.
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  • Webcast

    5 Tips for Forecasting Success

    Improve your forecasting skills with a handful of tips from the Beyond Budgeting Round Table. Increase partner collaboration, stakeholder communication, and data-driven confidence to seize highest-ROI opportunities. Plus, see how to gain greater agility and accuracy by automatically rolling out forecast changes.
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  • Webcast

    6 Essential Steps to Build a Modern Finance Organization

    Discover how to efficiently and accurately turn data into insights. In other words, spend less time fighting fires and more time on strategy. Best-in-class accounting and finance teams capitalize on automated processes that reduce the planning cycle by as much as 75%, improve productivity, and raise visibility into key metrics.
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  • Webcast

    Achieve Flexibility with Driver-based Budgeting

    Gain actionable tips for developing accurate and dynamic forecasts that align with changing customer needs. Experts from Adaptive Insights share examples from best-in-class organizations that capitalize on emerging trends by adopting newer, more flexible approaches in forecasting.
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  • Video

    Adaptive Consolidation Overview

    Learn about the robust capabilities of Adaptive Consolidation. Dramatically reduce manual processes, accelerate accurate financial results, streamline allocations, and more—all in real time. Since Adaptive Consolidation is part of the Adaptive Suite, take your close the extra mile with powerful reporting and analytics.
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  • Video

    Adaptive Discovery Overview

    Learn about the power of cloud dashboard software and visual analytics designed for use by executives, line-of-business managers, data analysts, finance, and operations. Adaptive Discovery makes it simple to create and deliver dashboards, drill down into data, and even perform what-if analyses on the fly.
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  • Video

    Adaptive Live 2015 Conference Highlights

    Watch as attendees, Adaptive Insights Founder Rob Hull, and CEO Tom Bogan share highlights of Adaptive Live 2015. The annual customer-focused conference connects global users with the Adaptive team, introduces new products and features, and empowers finance professionals in their evolving roles.
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  • Video

    Adaptive Planning Overview

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  • Datasheet

    Adaptive Revenue Solution Datasheet

    Read how the Adaptive Revenue Solution 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.
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  • Video

    Adaptive Suite Overview

    See how Adaptive Suite accelerates your business performance on all fronts. Established on a cloud-based platform, the Adaptive Suite puts planning, forecasting, analytics, financial consolidation, and reporting at your fingertips. The intuitive interface enables anyone, anywhere, at any time to set goals and achieve results.
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  • White Paper

    Art of Quantation

    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.
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  • Webcast

    Building a Collaborative Budgeting and Planning Process

    Dave Brasnick, solutions specialist at Adaptive Insights, discusses how Adaptive software improves budget collaboration within an organization. Dashboards drive decision-making, automation ensures data consistency, and the intuitive software interface enables self-service reporting among users.
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  • Webcast

    CFO Playbook: 3 Ways to Embrace the Cloud

    Gain actionable blueprints for building your financial planning and reporting in the cloud. Real-world case studies illustrate the tangible benefits, such as faster deployment of other applications and lower total cost of ownership, after companies moved their financial processes to the cloud.
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  • White Paper

    Communication by the Numbers

    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.
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  • Webcast

    Demystifying Cost and Implementation Challenges

    Get tips on evaluating cloud-based solutions and determining the right one for your business. Adaptive experts shed light on the transformational benefits achieved by Adaptive Insights' customers, and bust common misconceptions about adopting cloud-based solutions as a planning and business intelligence solution.
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  • Webcast

    Don’t Be a Prisoner to Spreadsheets

    Adopt the methods of Standard Motor Products, whose finance team leveraged Adaptive Planning to customize dashboards, integrate financial and operational data in reports with drill-down capabilities (without IT help), and make FX and labor rate impacts to margins readily visible.
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  • Webcast

    Doubling Down on Improving Your FP&A Process for Retailers

    Discover why improving visibility into key metrics provides insights that improve margins, profitability and executive decision-making. Gathering data through Adaptive Planning allows for quick, in-depth reporting and real-time answers about profitability and margins even during seasonality and changing economic conditions.
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  • Webcast

    Doubling Down on Improving Your FP&A Process for Software...

    See how to leave spreadsheets behind in favor of robust planning and analysis processes and tools. With rolling forecasts and scenario analysis, reports and dashboards with drill-down and what-if capabilities, data works harder—freeing up time for strategic analysis that enables quick action on critical opportunities.
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  • Webcast

    Effective CPM: Integrating Finance and Operational Planning

    Learn how and why to increase line managers’ engagement to maximize your return on investment in corporate performance management solutions. Achieve better operational insight, increase alignment around strategy, and gain greater organizational agility.
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  • Webcast

    Elevate the Role of Finance in Your Business Services...

    Explore ways to make financial processes more strategic — such as seamlessly integrating multiple sources and slashing time spent on budgets—and tips to reduce dependency on spreadsheets. Business service finance leaders like retailer CORT have been able to successfully leap from spreadsheets and drive tangible benefits.
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  • Webcast

    Elevate the Role of Finance In Your Higher Education Organization

    Discover the tangible benefits of reducing dependency on spreadsheets in a higher education environment. In the modern landscape, finance leaders take on a more strategic role and require dynamic reporting, planning and budgeting capabilities across multiple dimensions, such as enrollment, student retention, or grant sources.
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  • Webcast

    Elevate the Role of Finance in Your Nonprofit Organization

    Discover best practices for managing financial processes in nonprofit organizations. Adaptive Insights' software empowers nonprofits with dynamic reporting across multiple dimensions. After it reduced its dependency on spreadsheets, Goodwill reduced the time spent on financial processes and accelerated its decision-making.
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  • Webcast

    Elevate the Role of Finance In Your Organization

    Learn how to make a case for revamping FP&A processes to transform the finance team into a value-add strategic partner. These three steps from Nucleus Research and reported results from top companies like DocuSign offer a solid rationale to cut ties with spreadsheets so that finance can provide valuable insights to the business.
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  • Webcast

    Elevate the Role of Finance in Your Retail Organization

    Learn how to reinvent FP&A processes to give finance more leeway for strategic analysis. Papyrus cut ties with spreadsheets, which enabled the finance team to slash time spent on budgeting, planning, and analysis; provide valuable insights into sales; step up decision-making; and enhance visibility into operations.
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  • Webcast

    Elevate Your Reports & Dashboards to New Heights

    Learn how to quickly and accurately produce impactful, high-quality reports and dashboards. By confidently communicating relevant information in the right format, decision-makers focus on analysis and make informed, timely decisions with positive results across the organization.
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  • Webcast

    End the Data Debate: Accelerate Planning & Reporting With...

    Learn how to implement a single source of truth to end debates about data integrity and achieve organizational alignment. On tap: techniques to leverage existing resources to unify financial and business data, and real-world examples from companies that achieved better visibility into data and established clear accountability.
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  • Webcast

    Essential Guide to Budgeting Success

    Gain actionable tips that eliminate errors due to manual consolidations, and drive better collaboration with stakeholders in higher education institutions. Barry University in Miami, FL, transformed its budgeting with Adaptive Insights software and achieved greater speed, accuracy, and control in its processes.
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  • Webcast

    Essential Guide to Virtual Close

    Learn how to shave two days from the monthly close process through integration and automation. These best practices will also reduce manual work to boost data accuracy, deliver reports to stakeholders faster than ever, and improve control and compliance with audit tracking.
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  • Webcast

    Finance Secrets for Nonprofits

    Get access to the top five budgeting secrets for nonprofits that are looking for a way to provide more insightful and timely knowledge—not just hand over the data. Adaptive Insights demonstrates how nonprofits can conduct in-depth, dynamic reporting by dimensions, such as fundraisers, programs, and donations.
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  • Webcast

    Finish This Year with a Better Budgeting Process

    Learn how to reimagine the budgeting process with these real-world examples of finance managing data with greater speed, more flexibility, and better control. Tips and techniques to tighten collaboration with other business units and gain more accuracy are also on tap.
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  • Webcast

    FP&A Best Practices for Government Organizations

    Get access to best practices for reducing dependency on spreadsheets and accelerating financial planning processes in government institutions. Learn how efficiently planning various funding scenarios based on economic conditions helps finance leaders in government organizations achieve more in less time.
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  • Webcast

    FP&A Best Practices for Software and Technology Organizations

    Learn tips to give finance teams breathing room to generate strategic business insights and drive profitable investment decisions. The right approaches can shave 50% off planning cycle times, create robust and configurable revenues models to forecast bookings, and leverage self-service reports and dashboards for maximum value.
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  • Webcast

    How to Build a Business Case for Transformation

    Gain actionable frameworks and approaches to lead transformation of the finance function at your organization. Citing these real-world examples that show how organizations have successfully revamped their FP&A processes virtually assures buy-in from upper management.
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  • Video

    How to Upgrade your Financial and Management Reporting

    Gary Beach, senior solutions specialist at Adaptive Insights, discusses financial management challenges—time, control, and accuracy—and how to overcome them with reporting best practices: automation, data accessibility, single version of truth, and connected processes.
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  • Webcast

    Improve Your Dashboard and Reporting Process

    Explore how report and dashboard automation reduces workload, generates insightful data, and accelerates decision-making with greater confidence. Steve Player, director of the Beyond Budgeting Round Table, and an Adaptive demo illustrate how to spend less time on reports and more time on analytics that drive decision-making.
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  • Webcast

    Improve Your Forecasting & Budgeting Process for Business...

    Discover best practices for improving the budgeting and forecasting process as highlighted by Cliff Marnick, vice president of finance at Jones Lang LaSalle, a professional services and investment management firm with annual fee revenue of $4.7 billion.
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  • Webcast

    Improve Your Forecasting and Budgeting Process for Software and...

    Get access to budgeting and forecasting best practices that draw out key insights and drive decision-making. An Adaptive software demonstration shows how to automate sophisticated dashboards, integrate reports in real time, and enable budget collaborators with self-service reporting capabilities without relying on IT support.
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  • Webcast

    Innovations in Financial Reporting

    Discover innovations in finance technology that supercharge productivity. Demos from real-world successes make a strong case for automating reporting tasks to attain greater data integrity and realize significant time savings.
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  • Webcast

    Innovations in Reporting & Dashboards: Your Keys to Better...

    Learn how to leverage the “gold mine” of your data on hand without the heavy number-crunching. The latest innovations in reporting and dashboards make relevant data accessible, cut reporting cycle time by 75%, and deliver the actionable insights business leaders want and need.
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  • Webcast

    Insider's Guide to Accelerating Financial Planning &...

    Rev up your BPM with these actionable, insider strategies to bring analytical insights front and center. Learn tips for frequent, agile planning that quickens decision-making, improves management reporting, and better aligns functions through collaborative processes.
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  • Datasheet

    Insurance Datasheet

    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.
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  • Webcast

    It's Not Too Late To Change Your Budgeting Process for...

    Learn why it’s never too late for higher education institutions to improve and change budget processes, even when wrapping up the fiscal year. Dynamic reporting capabilities—such as detailed analysis by funds, programs, and more—deliver an immediate return on investment and continue the savings for years.
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  • Webcast

    Keep Games and Politics Out of Budgeting

    Learn about the causes of the most common budget “games” that prevent value-added reporting and apply proven best practices to avoid them. Actionable tips to take back to your organization include ways to spot and resolve common budgeting “games,” reduce the budget cycle time by 75%, and improve the quality of the budget.
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  • Webcast

    KPIs and Financial Measures for Retail and Wholesale...

    Gain a critical understanding of the core KPIs savvy finance teams in retail and wholesale use to extract keen insights from data. Knowing the metrics, their drivers, and why they matter enables agility to improve profitability and margins, and aids in slashing planning and reporting cycles by 70%.
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  • Webcast

    KPIs and Financial Performance Measures for Business Services

    Learn the key performance indicators that provide insights, improve utilization, and drive profitability for professional services companies. Operational insights and a system that integrates multiple data sources helps drive more agile budgets and plans, which ultimately help to make better business decisions.
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  • Webcast

    KPIs and Financial Performance Measures for Higher Education

    Learn how top finance teams in higher education elevate performance and operational efficiency by focusing on core metrics. Real-time visibility into performance and KPIs across FOAPAL dimensions are critical, as is harnessing the power of self-service analytics and dashboards to keep everyone in-the-know.
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  • Webcast

    KPIs and Financial Performance Measures for Manufacturing

    Discover the key performance indicators (KPIs) and performance measures finance leaders in manufacturing use to make data-driven decisions. Manufacturing finance teams heavily rely on a core set of key metrics that provide deeper levels of insights and fuel informed decision-making and efficient processes.
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  • Webcast

    KPIs and Financial Performance Measures for Nonprofits

    Learn about key metrics that improve operational efficiency and fund management in nonprofit organizations. Savvy finance teams at nonprofits enable data-driven decision-making by relying on core analytics that span across dimensions, such as grants, programs, and funds.
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  • Video

    Lead with Confidence

    Take a high-level look at how cloud-based corporate performance management and business intelligence solutions enable finance leaders to see more, build trust, and act with confidence in today’s fast-moving business environment.
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  • Webcast

    Linking MS Dynamics with Better Planning and Analysis

    Discover how companies create a robust link between their enterprise resource planning (ERP) system and planning processes. Microsoft Dynamics ERP customers GDF Suez North America and Goodwill Industries run Adaptive Planning to complement and extend their analytics, planning, and reporting capabilities.
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  • Webcast

    Making the Transition from Private to Public

    Learn about the planning and execution necessary for initial public offering (IPO) readiness. Transitioning from a private to a public company requires organized financial performance management. Adaptive software helps to get a financial house in order, as was the case with Ruckus Wireless before, during, and after its IPO.
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  • Video

    Managing Growth with Revenue Planning and Analytics

    Andrea Smith, director of worldwide product support at Adaptive Insights, speaks at an Adaptive Roadshow event about finance best practices for managing growth.
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  • Datasheet

    Manufacturing Datasheet

    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.
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  • Webcast

    Megatrends Impacting Finance in 2015

    Take advantage of top trends impacting financial performance management by using the latest technology tools. Paul Hamerman, vice president and principal analyst at Forrester Research Inc., shares how key trends in cloud, mobile, and analytics are pushing CFOs to be more strategic in the coming year.
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  • Webcast

    Modern Approach to FP&A: How Adaptive Insights can Help Your...

    Discover how business analytics and cloud computing help organizations take a modern approach to planning and budgeting. Leading companies revolutionized their reporting processes through automation and real-time data accessibility in Adaptive Insights' software.
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  • White Paper

    No Time For Budgets

    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.
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  • Webcast

    One-size-fits-all FP&A Doesn't Work for Manufacturers

    Learn why manufacturers need a corporate performance management solution to thrive in a changing landscape. Cindy Jutras, president of Mint Jutras, discusses the complex issues facing manufacturers, the value of a financial performance solution in a manufacturing environment, and best practices when deploying new technology.
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  • Webcast

    Overcoming Objections to Implementation

    Overcome fears of the unknown in deploying a new performance management tool. CFOs need a modernized finance solution to develop broad strategies, drive innovation, and make data-driven decisions. We discuss what to expect and how companies successfully overcame challenges when implementing new finance technology.
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  • Datasheet

    Reporting & Analysis Datasheet

    Get an overview of Adaptive Planning and Adaptive Consolidation capabilities. 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.
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  • Webcast

    Rolling Forecasts: A Guide to Planning Success For Manufacturing...

    Discover how finance teams at manufacturing organizations are revamping planning processes to accurately forecast profitability. Fluctuating raw material costs, demand, and production volume affect the bottom line. Manufacturers are using rolling forecasts and real-time data to respond more quickly and strategically.
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  • Webcast

    Rolling Forecasts: A Guide to Planning Success For Software...

    Discover the case for implementing rolling forecasts in software and technology organizations. Continuous planning goes beyond budgets. It tracks business performance in response to economic changes and growth. Financial management in Adaptive Insights software allows on-the-fly changes with real-time data from multiple sources.
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  • Webcast

    Rolling Forecasts: Your Guide To Success

    Save your time—and your sanity—when implementing rolling forecasts in your organization. Steve Player, managing director of the Beyond Budgeting Round Table, explains the advantages of continuous planning in a volatile marketplace, and the process to migrate from annual budgets to rolling forecasts.
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  • Webcast

    See the FP&A Forest From the Trees for Manufacturers

    Learn how finance executives leverage key data for decision-making. Glen Moore, vice president of engine management finance at Standard Motor Products, shares how the company replaced their spreadsheet process with Adaptive Planning, which improved margins, reduced manufacturing costs, and boosted collaboration across the globe.
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  • Webcast

    Smarter Planning and Forecasting: An Overview of Adaptive...

    Get an overview of Adaptive Planning in a presentation conducted at the 2015 Adaptive Live conference. For companies that desire smarter planning and forecasting, Adaptive Planning helps improve FP&A processes, including the financial close, manager engagement, and more.
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  • Webcast

    Supercharge Your FP&A Process and Tools for Education...

    Learn how higher education institutions employ best practices that reduce costs and improve productivity. Integrating data sources, consolidating information, and improving visibility into key metrics—across fund, activity, and other dimensions—takes insights that drive efficiency and profitability.
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  • Video

    Taking the Lead in Finance Transformation

    Learn more about the growing strategic influence of the finance organization. As product life cycles shorten, markets become more segmented, and competition intensifies, finance leaders need to reinvent their roles accordingly, using advanced technologies to continue adding data-driven value in executive decision-making.
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  • Video

    Taming Your Consolidated Financial Close

    Take the pain out of the monthly close through consolidation on a single platform. While weathering technology shifts and a tough competitive environment, today’s controller must maintain focus on streamlining accounting activities. Unifying consolidation helps reduce costs and keep the close process precise and accurate.
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  • Webcast

    Technology Webinar Series: Buyers Guide to Planning,...

    Know what to look for when it comes to evaluating an analytics and performance management solution, and understand the top trends and challenges facing finance professionals. A cloud-based platform and the ability to connect across systems are among the features of a high-performing management solution.
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  • Webcast

    Technology Webinar Series: How IT Can Partner With Finance on...

    Know the key questions to ask and what to look for when evaluating an analytics and performance management solution. Companies are expecting their finance leaders to deliver strategic insights. Make sure your finance technology solution empowers finance professionals by effectively managing the whole financial process.
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  • Video

    The Secrets to Better Personnel Planning

    Watch and learn how to get optimal bang for the buck when planning headcount. For any business, personnel costs can be the largest operational expense, requiring decision making from the CEO, CFO, and HR. These four pillars of personnel planning can help ensure the process directs resources to the right investments.
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  • Webcast

    Turn Revenue Planning Into Your Secret Weapon for Business...

    Explore how to create a strong revenue model to predict business performance and elevate the finance role in the eyes of business leaders. With an accurate, flexible model, it’s easier to identify trends and issues, guide investment decisions, and exert control over critical targets like profit margins and revenue per FTE.
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  • Webcast

    Use Dashboards and Analytics to Find Hidden Gems in Your Data

    Discover ways to mine data for “hidden gems.” In other words, obtain strategic insight into opportunities and trends through real-time data. Business intelligence and analytics tools like dashboards help companies visualize important KPIs with the information already on hand.
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  • Webcast

    Use Dashboards and Analytics to Find Hidden Profits in Your Data

    Find out how business leaders leverage the data on hand to capitalize on emerging trends and expand revenue. Companies make better decisions when they visually analyze KPIs in real time in dashboards using Adaptive Insights' software solutions. Automating sophisticated and customizable reports also accelerates decision-making.
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  • Webcast

    Use Dashboards and Analytics to Find Hidden Savings in Your Data...

    Get tips for visualizing important KPIs with data on hand—without all the manual, time-consuming work. Finance teams can deliver key insights to company leaders by automating sophisticated tasks, customizing reports and dashboards, and analyzing real-time data in a central source.
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  • White Paper

    Why More Companies are Abandoning Budgets in Favor of Rolling...

    Read about the trend away from annual budgeting to rolling forecasts, flexible budgets and event-driven planning for agility. Unilever, Norton Lilly International, and Statoil are on board. Says one budgeting expert, “It makes no sense to use a 19th-century tool to manage a 21st-century company in a volatile global economy.”
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  • Datasheet

    XBRL for Adaptive Consolidation Datasheet

    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.
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  • Webcast

    3 Easy Ways to Simplify Your Board Reporting

    Learn how industry leaders streamline board reporting and boost productivity. Tips show ways to free up resources, centralize data and automate data collection from multiple sources, and add value through business analytics. Also, gain insights to increase efficiency and cut reporting times by 50%.
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  • Webcast

    5 Reasons to Think Beyond Spreadsheets

    Discover the top five reasons companies move beyond spreadsheets and gain peer-tested methods to streamline financial processes for accuracy and efficiency. Ditching manual consolidation and driving better engagement through improved workflow allow finance teams to truly excel, with more time to focus on business analysis.
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  • Webcast

    5 Tips to Making Rolling Forecasts a Reality

    Discover what leading finance organizations already know about rolling forecasts: Learn five actionable strategies to help you shave 75% off your planning cycle time. Also, learn how to accurately forecast decision-driving KPIs, and better prepare for opportunities and risks through efficient contingency planning.
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  • Webcast

    A Better Financial Close: Don’t Let Spreadsheets Stand in the Way

    Brian Sommer, TechVentive CEO and ZDNet contributor, explains how progressive CFOs complement consolidation and reporting technologies to realize efficiencies across the board, from speeding up the close, to tracking entries across all users to maintain compliance, to churning out reports easily from a single source of truth.
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  • Webcast

    Accelerate Productivity and Profit Through Effective Planning

    Jeanne Urich, managing director at ServicePerformance Insight, outlines how to rate the service performance of your organization and move it along the maturity curve of the Planning and Budgeting Maturity Model™. Identify growth-spurring KPIs, ways to improve your planning process, and how to slice cycle times by 70%.
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  • Datasheet

    Adaptive Consolidation Datasheet

    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.
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  • Brochure

    Adaptive Discovery Brochure

    Learn more about Adaptive Discovery, a comprehensive data visualization and analytics application designed for finance, executives, and line-of-business managers—not just IT. The power of truly visual analytics enables companies to see trends, drill into the dimensions that matter, and easily see exceptions and variances.
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  • Datasheet

    Adaptive Discovery Datasheet

    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.
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  • Brochure

    Adaptive Planning Brochure

    Learn more about Adaptive Planning: cloud-based software that offers a budgeting, forecasting, reporting, and analysis for finance leaders.
    Download
  • Datasheet

    Business Services Datasheet

    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.
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  • Datasheet

    Certification Datasheet

    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.
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  • Webcast

    Double-Down on Improving Your FP&A Process

    Learn how to fuel growth and productivity with data from highly successful manufacturers. Tips include better ways to drill down into data, deliver key insights that allow for timely and informed decisions, and answer questions about profitability and margins, even as variables change.
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  • Webcast

    Finance's Secret Weapon: Revenue Planning

    Learn how to build a robust revenue model that nimbly responds to changing business needs and accurately predicts business performance. Done well, revenue planning helps finance managers quickly identify important trends, respond to root causes, guide investment decisions, and control critical targets.
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  • White Paper

    Get IT Right—Or Get Left Behind

    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.
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  • White Paper

    How to Avoid Three Costly Reporting Mistakes

    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.
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  • Datasheet

    Multi-Instance Planning & Analysis Datasheet

    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.
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  • Datasheet

    OfficeConnect Datasheet

    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.
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  • Webcast

    Profitability Analysis Optimization

    Access best practices and design recommendations that optimize your Adaptive Planning model for robust profitability planning, reporting, and analysis across any dimension in your organization.
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  • Datasheet

    Sales Forecasting & Analysis Datasheet

    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.
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  • White Paper

    Self-Service BI Through Data Discovery and Visualization

    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.
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  • Webcast

    Take the Pain Out of Financial Consolidation

    Get six proven tips that reduce risk and accelerate the monthly close in your organization. Learn from best-in-class organizations; DayMen, owner of Lowepro, Joby, and Acme Made camera bags and accessories, slashed two days from its monthly close process through consolidating subsidiaries across different general ledger systems.
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  • eBook

    The Path to Reporting Nirvana

    Get a step-by-step guide to achieving reporting nirvana. Feeling trapped in an endless cycle of so much data and not enough knowledge about that data can be a kind of hell on Earth. Quality financial reports, effective collaboration, and the right financial tools set businesses on a path to success.
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  • Webcast

    Tips and Tricks for Accurate Forecasts

    Discover tips and tricks to help generate forecasts that more accurately project future business results, and see how leading companies save time and increase accuracy by eliminating forecasting errors and streamlining planning processes.
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  • Webcast

    Top 5 FP&A Best Practices for Higher Education

    Discover best practices that improve planning, reporting, and budgeting processes in institutions of higher education. Colleges have shifted focus to financial sustainability and efficiency; an Adaptive Insights product demo demonstrates how to transform planning and reporting processes to better address emerging challenges.
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  • Webcast

    Top Financial KPIs that Matter for Healthcare

    Learn key measures that drive financial success of healthcare organizations. Navigating a changing healthcare landscape requires financial visibility and data-driven insights. An Adaptive software demonstration shows how healthcare organizations tap into key financial metrics and apply them towards growth and profitability.
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  • Webcast

    Top Financial KPIs that Matter for Insurance

    Discover how to replicate the success of top-performing data-driven insurance companies. Find out the key financial metrics they use to push growth and profitability, and how to get started in the short and long term.
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  • Webcast

    Top Metrics that High-Tech Companies Use to Drive Performance

    Gain access to key metrics, best practices, and peer benchmarks that capitalize on emerging trends, drive growth, and edge out technology competitors. Whether tracking recurring revenues, subscriber numbers, or growth rates, technology companies have the visibility and insights to effectively drive profitable growth.
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  • Datasheet

    Transaction Reporting and Analysis Datasheet

    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.
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  • Webcast

    Use Dashboards & Analytics for Business Services

    Learn how visual dashboards transform on-hand data into a business asset. Finance empowers business leaders with insights to drive profits and reduce costs, as experienced by investment management and professional services company Jones Lang LaSalle.
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  • White Paper

    Using Scenarios to Plan for Tomorrow

    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.
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  • White Paper

    Accelerating Productivity and Profit Through Effective Planning

    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%.
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  • White Paper

    Minding the Analytics Gap

    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.
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  • White Paper

    Reinventing the CFO

    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.”
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  • White Paper

    The Changing Manufacturing Landscape

    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.
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  • White Paper

    Turn Your Budgeting Process Upside Down

    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.
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  • White Paper

    Using Dashboards to Revolutionize Your Performance Management-...

    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.
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  • White Paper

    What the Best CFOs Do Better: Secrets for Smarter Decision-Making

    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.
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  • Datasheet

    Adaptive Suite Datasheet

    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.
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  • Video

    Arizona Cardinals Customer Testimonial

    Justin Saltzman, accounting manager with NFL football team Arizona Cardinals, discusses how financial reporting through Adaptive Insights improved collaboration among budget managers. Increased visibility into departments gave the executive management team a better and more informed snapshot of the organization.
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  • Webcast

    Cloud Computing for Real-World Finance

    Get straight talk on how to automate your accounting and finance processes in the cloud to optimal results. Greater data insights with less hands-on effort is just one of cloud computing’s big draws. See how organizations taking the leap also reap more time—and more money—to spend on other business priorities.
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  • White Paper

    Design Characteristics of an Effective Natural P&L Report

    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.
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  • Webcast

    Different Styles of Reporting: Using the Right Tools for the...

    See how to produce data-rich reports that stakeholders find invaluable. Intuitive drag-and-drop report builders for web and Excel draw up-to-date data from Adaptive Planning and Adaptive Consolidation, so you're able to quickly produce financial, management, and board reports that better inform decisions.
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  • Video

    Gentiva Customer Testimonial

    Brandon Ballew, senior vice president of operational finance at Gentiva, describes how branch managers struggled to make business plans in Excel or Hyperion—but creating a flexible model in Adaptive Insights allowed branches to focus on quality patient care because financial statements “take care of themselves."
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  • Video

    Rimini Street Customer Testimonial

    Don Sherwood, senior director FP&A at Rimini Street, discusses how replacing Excel spreadsheets with centralized reporting in Adaptive Insights allowed for flexibility in a changing marketplace. Accurate visibility into financials helps managers respond to new opportunities and grow their business.
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  • Webcast

    Stay on Top of Your FP&A Game

    Learn tips for finance leaders in energy and utility companies about adapting to fluctuating customer demand and a changing regulatory environment. A case study of multinational utility company GDF Suez and a demonstration of Adaptive Insights software illustrate how efficient financial processes fuel strategic decision-making.
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  • Datasheet

    Adaptive Planning Datasheet

    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.
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  • Video

    Financial Consolidation without the Hassle

    Learn about the challenges CFOs are facing and how Adaptive Consolidation can improve collaboration, reporting, and finance processes in your organization. Adaptive Consolidation produces presentation-quality reports, runs with real-time data, and offers self-service reporting capabilities.
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  • Webcast

    Managing the Revenue Lifecycle with Planning, Reporting, and...

    Learn about best practices for revenue planning. Tips include leveraging advanced analytics to identify business performance metrics, incorporating external market indicators, and continuously fine-tuning KPIs that drive revenue models.
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  • Webcast

    Planning for People-Centric Organizations

    Get a blueprint for planning people-centric organizations. Core ideas, next-level topics such as allocations, and strategies to enable a more fully integrated planning process are included.
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  • Webcast

    Rolling Forecasts: A Guide to Planning Success for Business...

    Explore easy and efficient ways to incorporate rolling forecasts and continuous planning into your processes—without adding to an already full plate. Real-world examples and best practices illustrate ways to strategically wield real-time data for improving revenue, utilization, and margins.
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  • Webcast

    Rolling Forecasts: A Guide to Planning Success For Energy and...

    See how energy and utility company finance teams are rethinking their planning processes to accurately forecast and maximize profitability based on changes in pricing, demand, and capacity. Get real-world examples of how they using rolling forecasts, even at the plant level, to be more strategic and reduce inefficiencies.
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  • Webcast

    Staying Ahead of the FP&A Curve

    Learn how healthcare finance teams leverage dynamic data to stay on top of issues related to personnel, profitability, government regulations, and patient care. Tips help to develop personnel plans, forecast through what-if scenarios, perform multi-dimensional analysis, and create customized executive reports more efficiently.
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  • Webcast

    Top Financial KPIs that Matter for Financial Services

    Learn to replicate the success of top-performing data-driven financial services organizations. Find out the key financial metrics they use to push growth and profitability, and how to get started in the short and long term.
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  • eBook

    5 Steps to Getting Your Business on Board with Rolling Forecasts

    Learn how to set your course right with rolling forecasts. Dramatically reduce the time your business spends laboring over the annual plan or budget, so that your assumptions are current and in line with actual market conditions.
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  • White Paper

    5 Technology Strategies That Drive Success for Finance Executives

    Read how savvy financial leaders view success in today’s fast-moving financial landscape in this recap of an Adaptive Live 2014 panel interview. Host: Rob Hull. Panel: Mike Dinsdale, CFO of DocuSign, Tarun Bhatia, CFO of KIPP, Gene Domecus, COO of Blurb, and Pamela Langshaw, finance manager and 15-year veteran of Coca-Cola.
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  • Brochure

    Adaptive Consolidation Brochure

    Read how this comprehensive solution automates currency exchange, allocations, eliminations, reclassifications, and minority interests.
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