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Plan to Win
Achieving business agility in the age of urgency
Download this eBook to learn why organizations need to adapt the way they create, plan, and execute operational strategies in response to a rapidly changing environment. Download the eBook
  • analyst-report

    Gartner 2019 Magic Quadrant for Cloud Financial Planning and...

    Adaptive Insights recognized a Leader in the Gartner 2019 Magic Quadrant for Cloud Financial Planning and Analysis Solutions Report based on its ability to execute and completeness of vision.
    learn more
  • webcast

    Meet Student Course Demands with Dynamic Planning

    To support student success and promote on-time graduation, today’s institutions must balance scarce financial and personnel resources, while providing students with the right number of courses.
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  • webcast

    Quota Setting - Are You Doing It Right?

    Optimizing your sales motion is critical to growth.  Do you have a robust, data-driven approach to planning sales capacity and distributing sales headcount effectively? 
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  • webcast

    FP&A dashboards and self-service reporting

    Learn how self-service reporting can help you.
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  • webcast

    Templates and Tips to Help You Budget and Forecast Your Business

    Are your budgeting and planning processes agile enough to keep up with the ever-changing demands of your business? To think fast and move first, companies must embrace a new model where they get rid of static, siloed annual planning and replace it with flexible, collaborative, and active planning.
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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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  • ebook

    Healthcare Organizations’ 5 Biggest Forecasting Challenges

    Read this eBook to learn how healthcare organizations like yours have replaced static, annual plans with agile forecasts, and run holistic, dynamic what-if scenarios that help them allocate capital where it’s needed. Discover how to sharpen insight, reduce risk, and operate with agility.
    Download
  • ebook

    Insurance Companies’ 5 Biggest Forecasting Challenges

    Read this eBook to learn how insurance companies like yours have replaced static, annual plans with agile forecasts, and run holistic, dynamic what-if scenarios that help them allocate capital where it’s needed. Discover how to sharpen insight, reduce risk, and operate with agility.
    Download
  • ebook

    Life Sciences’ 5 Biggest Forecasting Challenges

    Read this eBook to learn how life sciences companies like yours have replaced static, annual plans with agile forecasts, and run holistic, dynamic what-if scenarios that help them allocate capital where it’s needed. Discover how to sharpen insight, reduce risk, and operate with agility.
    Download
  • ebook

    Manufacturers’ 5 Biggest Forecasting Challenges

    Read this eBook to learn how manufacturing organizations like yours have replaced static, annual plans with agile forecasts, and run holistic, dynamic what-if scenarios that help them allocate capital where it’s needed. Discover how to sharpen insight, reduce risk, and operate with agility.
    Download
  • ebook

    Nonprofits’ 5 Biggest Forecasting Challenges

    Read this eBook to learn how nonprofit organizations like yours have replaced static, annual plans with agile forecasts, and run holistic, dynamic what-if scenarios that help them allocate capital where it’s needed. Discover how to sharpen insight, reduce risk, and operate with agility.
    Download
  • ebook

    Retail Companies’ 5 Biggest Forecasting Challenges

    Read this eBook to learn how retail companies like yours have re- placed static, annual plans with agile forecasts, and run holistic, dy- namic what-if scenarios that help them allocate capital where it’s needed. Discover how to sharpen insight, reduce risk, and operate with agility.
    Download
  • ebook

    SaaS Companies’ 5 Biggest Forecasting Challenges

    Read this eBook to learn how SaaS companies like yours have replaced static, annual plans with agile forecasts, and run holistic, dynamic what-if scenarios that help them allocate capital where it’s needed. Discover how to sharpen insight, reduce risk, and operate with agility.
    Download
  • webcast

    Sales Planning: Do You Have Enough Sales Capacity?

    Optimizing your sales motion is critical to growth.  Do you have a robust, data-driven approach to planning sales capacity and distributing sales headcount effectively? 
    watch
  • ebook

    Business Services Companies' 5 Biggest Forecasting...

    Read this eBook to learn how business services organizations like yours have replaced static, annual plans with agile forecasts and run holistic, dynamic what-if scenarios that help them allocate capital where it’s needed. Discover how to sharpen insight, reduce risk, and operate with agility.
    Download
  • ebook

    Financial Services Companies’ 5 Biggest Forecasting Challenges

    Read this eBook to learn how banks, credit unions, asset managers, and other financial services companies like yours have replaced static, annual plans with agile forecasts, and run holistic, dynamic what-if scenarios that help them allocate capital where it’s needed. Discover how to sharpen insight, reduce risk, and operate with agility.
    Download
  • ebook

    Higher Education’s 5 Biggest Forecasting Challenges

    Read this eBook to learn how higher education institutions like yours have replaced static, annual plans with agile forecasts, and run holistic, dynamic what-if scenarios that help them allocate resources where they’re needed. Discover how to sharpen insight, reduce risk, and operate with agility.
    Download
  • ebook

    Know Your Formula, Elevate Your Sales Game

    This eBook examines how sales professionals in several industries can use Schneiderman’s Law of Sales Performance to help plan, monitor, and ultimately improve their business. It’s time to find your formula.
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  • webcast

    How to Streamline Your Board Reporting Process

    Board reports can send even the savviest finance teams scrambling to triple-check data and patch together the PowerPoint deck. Sure, the reports get done. Yet, chances are you’re left with a nagging thought—there must be a better way to get both the data and still have time to craft the story. Join us and learn how Tony Acosta, Manager of FP...
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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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  • webcast

    Sales Planning: Balancing Sales Territories

    Join Tom Peff and Kevin Freeman, as they explore best practices for building optimized and equitable sales territories
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  • webcast

    Making Complex Financial Models More Efficient

    There’s no question that complex, high-volume financial modeling can be burdensome and error-prone, especially when hampered by manual, time-consuming processes. It doesn’t have to be that way!
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  • webcast

    4 Steps to Improve Forecasting Success

    Do you wake up dreading the thought of spending hours on your forecast? Are you struggling with lack of real-time data, multiple sources of truth, shortage of collaboration and communication, or accuracy of data? Join our panel of experts and hear how they mitigate these challenges.
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  • webcast

    Technology in the Manufacturing Industry: Embracing Change to...

    Is your manufacturing business resistant to the changing technology landscape? Does resistance leave you behind your competitors? If you're being disrupted by technology changes, then join us for our webinar, “Disrupt or be Disrupted - Embracing Change to Drive Growth.”
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  • ebook

    Plan to Win: Achieving business agility in the age of urgency

    Organizations need to adapt the way they create, plan, and execute operational strategies to stay ahead in a rapidly changing business environment. Learn from the collected experience and insights of CFOs, FP&A practitioners, and other thought leaders; and includes extensive research on how planning impacts business performance.
    Download
  • webcast

    The Ultimate Guide to FP&A in 2019

    Join our panel of FP&A experts from Plex Systems, Workday, and Adaptive Insights for our webinar, “The Ultimate Guide to FP&A in 2019." These panelists, with more than 45 years of combined experience in Finance, will share FP&A tips and tricks they’ve learned throughout their careers and how you can apply them in your role.  
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  • webcast

    Be Proactive About Managing Your Charity Navigator Score

    It’s no secret that charitable givers and social investors review nonprofit organizations’ Charity Navigator.org ratings to help decide which charities they want to invest in. With so much at stake, why not be proactive about managing your score?
    watch
  • webcast

    The Modern CFO Meets the Business Planning Cloud

    Do you spend 80% of your time pulling data and only 20% analyzing data? What if you could flip that and make it 20% pulling data and 80% analyzing it?  Learn how the three C’s of the planning process (comprehensive, continuous, and collaborative) can help your team become more strategic in “The Modern CFO Meets the Business Planning Cloud.” 
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  • webcast

    Active Planning for Healthcare Organizations

    This 30 minute overview describes how healthcare organizations can leverage the Adaptive Insights Business Planning Cloud
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  • webcast

    Active Planning for Life Sciences Organizations

    This 30 minute overview describes how life sciences organizations can leverage the Adaptive Insights Business Planning Cloud.
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  • webcast

    Active Planning for Professional & Business Service...

    This 30 minute overview describes how professional and business services organizations can leverage the Adaptive Insights Business Planning Cloud
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  • webcast

    Nonprofit Strategic Planning, Moving To an Active Planning Model

    This 30 minute overview describes how nonprofit organizations can leverage the Adaptive Insights Business Planning Cloud
    watch
  • webcast

    Budgeting and Planning for 2019

    Learn how people, processes, and systems play a critical role in your planning process.
    watch
  • Constellation Research: Digital Era Demands Agile Planning

    analyst-report

    Why the Digital Era Demands Agile Planning

    Cloud-based corporate performance management systems introduce powerful budgeting, planning and forecasting capabilities that bring consistency, traceability and more reliable data. This report explores the features and functions of cloud-based CPM, including budgeting, planning, forecasting, modeling, analysis, reporting, financial consolidation...
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  • webcast

    Customer Spotlight (TuneIn): Top-line Planning

    Hear how high-growth companies like TuneIn and Adaptive Insights have set up their financial and operational models to help their organizations scale effectively.
    watch
  • datasheet

    Life Sciences Datasheet

    The life sciences industry is operating in an era of significant transformation, with shifting healthcare and FDA regulations, constant pressure for meaningful innovation, and increasingly intricate supply chains and distribution models.
    Download
  • ebook

    Business Services Companies' 5 Biggest Reporting Challenges

    This eBook examines how top-performing finance teams at business service providers have set up automated, self-service reporting to empower stakeholders with the data they need to make decisions.
    Download
  • ebook

    Financial Services Companies' 5 Biggest Reporting Challenges

    This eBook examines how top-performing finance teams at banks, credit unions, asset managers, and other financial services organizations have set up automated, self-service reporting to empower stakeholders with the data they need to make decisions.
    Download
  • ebook

    Healthcare Companies' 5 Biggest Reporting Challenges

    This eBook examines how top-performing finance teams at healthcare organizations have set up automated, self-service reporting to empower stakeholders with the data they need to make decisions.
    Download
  • ebook

    Higher Education's 5 Biggest Reporting Challenges

    This eBook examines how top-performing finance teams at higher education institutions have set up automated, self-service reporting to empower stakeholders with the data they need to make decisions.
    Download
  • ebook

    How SaaS Companies Tackle Their 5 Biggest Reporting Challenges

    This eBook discusses how top-performing SaaS finance teams have set up the automated, self-service reporting systems necessary to scale their businesses and empower stakeholders with the data and analysis required to make decisions.
    Download
  • ebook

    Insurance Companies' 5 Biggest Reporting Challenges

    This eBook examines how top-performing finance teams at insurance organizations have set up automated, self-service reporting to empower stakeholders with the data they need to make decisions.
    Download
  • ebook

    Manufacturers' 5 Biggest Reporting Challenges

    This eBook examines how top-performing finance teams at manufacturing companies have set up automated, self-service reporting to empower stakeholders with the data they need to make decisions.
    Download
  • ebook

    Nonprofit Organizations' 5 Biggest Reporting Challenges

    This eBook examines how top-performing finance teams at associations, foundations, and museums, as well as cultural, faith-based, health and human services, education, and other nonprofit organizations have set up automated, self-service reporting to empower stakeholders with the data they need to make decisions.
    Download
  • blog-post

    Workforce planning in a people business

    Business leaders will often point out that their workforce is their largest expense. But when you’re a law firm, you essentially sell your expertise—the expertise of your people. That means your workforce is also the sole source of your revenue. And when you’re a fast-growing law firm like Pinsent Masons LLP, understanding the implications of how...
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  • webcast

    Revenue Planning with Adaptive Insights

    Learn how to build bookings and revenue into your financial model as well as link up separate domains for sales teams to manage quotas and territories so you can run scenarios from quotas all the way to cash.
    watch
  • webcast

    Moving Away from Spreadsheets for Planning

    Is managing your workforce, revenue, capex, and capacity models in a spreadsheet time-consuming, manual, and painful? Do you find yourself constantly updating spreadsheets? Are you worried about spreadsheet errors?
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  • webcast

    Adaptive Insights for Sales – Top Line Modeling

    Find out how Adaptive Insights can help your Sales team increase performance, predictability, and sales intelligence with quota, capacity, and territory planning.
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  • webcast

    How to Empower Your CFO to Self-Service Reporting

    Learn the benefits of having self-service reporting, including: freeing up time for your finance team, empowering your CFO to pull data he/she needs when he/she needs it rather than relying on your team, and simplifying reporting for board meetings and quarterly business reviews.
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  • webcast

    Best-Practice Planning for Attendance & Exhibits

    Juggling the financial planning of world-class exhibits, state-of-the-art facilities, 24/7 animal care, and ticket sale revenue is a major undertaking. Come see how the National Aquarium tackles this with an active planning process that drives best practices
    watch
  • datasheet

    Sage Intacct Integration

    By using the Adaptive Insights integration framework to connect their Sage Intacct data as well as other data sources to the Business Planning Cloud, companies are able to operate with complete confidence that every decision made and every resource allocated is based on the most accurate and up-to-date information available.
    Download
  • datasheet

    Adaptive Insights for Workforce Planning

    Adaptive Insights for Workforce Planning allows you to create scenario plans and standardize workforce plans across complex and diverse business units.
    Download
  • white-paper

    Adaptive Insights Business Planning Cloud Whitepaper

    The Adaptive Insights Business Planning Cloud provides budgeting, forecasting, reporting, and analytics for organizations of all sizes. Our Business Planning Cloud combines power with the security, scalability, and adaptability required for complex, company-wide planning. We free teams from manual work and help teams operate with agility....
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  • datasheet

    Zoos and Aquariums Datasheet

    The Adaptive Insights Business Planning Cloud enables zoos and aquariums to plan with seamless, integrated software that’s easy for finance and non-finance staff to use.With powerful cloud-based planning, reporting, and analytics, zoos and aquariums can create plans as unique as they are and help everyone work as a team to better achieve their...
    Download
  • webcast

    Sales Performance Management and Analysis at Apptio

    Learn how to: -Run real-time ‘what if’ and gap analysis around ramping, productivity & attainment to efficiently deploy quota -Construct balanced territories to optimally deploy the sales team -Link the sales and core financial models in a single, integrated environment to run holistic scenarios
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  • webcast

    Reports Don't Matter

    Financial reports don’t tell you what your business needs and what is important. They provide you with data, but by the time you receive the report, the data is outdated. Additionally, reports require maintenance to keep them up to date, they’re not accessible from anywhere, and don’t put data into context with other groups.
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  • blog-post

    5 Steps to Rolling Forecast Success and Best Practices

    Companies often spend weeks or months developing an annual plan or budget, but by the time they’re finished, the market has changed and the budget has become obsolete. There’s a better way: rolling forecasts.
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  • blog-post

    Infographic: ROI Spotlight—Quidel

    The medical company eliminated its outdated spreadsheet- and Prophix-based financial planning and forecasting tools, replacing them with a modern cloud finance solution.
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  • webcast

    Customer Spotlight (Zipcar): Planning for Growth

    Hear how high-growth companies like Zipcar and Adaptive Insights have set up their financial models and KPI dashboards to help their organizations scale effectively.
    watch
  • webcast

    Build Driver Based Forecasts for Your Financial Institution

    How long does it take you to reforecast when interest rates change? Can you easily segment net interest margins by products?
    watch
  • webcast

    Five Steps to Better Workforce Modeling

    The ability to translate business drivers into business models is critical for FP&A teams. Listen to veteran FP&A executives, as they coach you through five key steps to creating models that are built quickly and are flexible enough to adapt to changes.  
    watch
  • webcast

    Driving Better Financial Transparency & Accountability for...

    Inadequate financial transparency and accountability can cause havoc for your organization and negatively impact the causes you serve. Given all this, what can you do to ensure you comply with accounting standards and preserve the trust of your board, employees, and donors?
    watch
  • blog-post

    Data-Driven Workforce Planning: A Win-Win for Finance and HR

    Finance and HR can partner together to create data-driven workforce plans. Learn how to get a better handle on your costs, open headcount, and run what-if scenarios on hiring plans.
    learn more
  • ebook

    5 Steps to Better Capacity Planning for Professional Services...

    Are you a professional services company that delivers a wide range of services, including IT, consulting, marketing, engineering, and other business services? Read this e-Book and learn the five easy steps to better capacity planning.
    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.
    Download
  • datasheet

    Consolidation Datasheet

    Read how Adaptive Insights for Finance, 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.
    Download
  • 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 Insights fulfill healthcare planning and reporting needs.
    Download
  • webcast

    Customer Spotlight: Zipcar

    Join this webinar to hear how high-growth companies like Zipcar have set up their financial models and KPI dashboards to help their organizations scale effectively.
  • webcast

    Your Prescription for Successful Strategic Planning in Healthcare

    Balancing patient care with managing your costs and margins requires you to regularly plan, model, and report on your changing business. But using Excel to manage these variables is slow, inefficient, and unsustainable. How can you spot the symptoms of an inefficient process?
    watch
  • webcast

    Top-Line: Planning Sales Capacity & Territories

    How accurate is your revenue forecast? Is everyone in the organization aligned on what it’ll take to get there? What about when assumptions or inputs need to change?
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  • blog-post

    Advance Your Own Journey at Adaptive Live 2018

    There’s also no better time. Change is accelerating, and your organization has no choice but to adapt. With the Adaptive Insights Business Planning Cloud, you have the platform you need to turn business planning into a real competitive advantage. Adaptive Live is the perfect place to learn how to make that happen.
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  • blog-post

    An Open Cloud Platform Is Just Common Sense

    I couldn’t be more excited about becoming part of the Workday family. The alliance will enable us to innovate even faster than before, while our customers continue to receive the same world-class service and support from the team they know and trust. With change, of course, there are always questions. Let me address a few here.
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  • blog-post

    Don’t Get Stuck on the R in CRO

    It’s too easy to focus on the R in CRO, an emerging C-suite acronym for chief revenue officer. Focus on the R, and you’ll think this job is all about maximizing revenue. Yes, that’s a big part of it. But it’s also about taking responsibility for the entire customer life cycle—the end-to-end experience that every customer has with your company...
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  • blog-post

    Great Expectations: Workday and Adaptive Insights

    The best things happen unexpectedly. That saying couldn’t be more true today, as we announced a definitive agreement with Workday, Inc. to be acquired. While this wasn’t quite the way we imagined we would become a public company, I truly couldn’t be more thrilled for our customers, our employees, and our partners.
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  • blog-post

    How SaaS Has Fallen Short of Its Promises—and How to Fix It

    SaaS, or cloud computing, came to the world on the shoulders of Salesforce.com and its “No software” ethos. It promised big advantages over on-premises solutions for nearly every business use case. Gone were the huge capital outlays for infrastructure to run your application, not to mention the cost and headache of maintaining, patching, and...
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  • blog-post

    Pedal to the Metal: The Need to Drive Better Planning

    For a while now we have operated in a world where companies understand that change is a constant. But that thinking seems almost quaint now. The operative phrase today is “change is accelerating.” Change is now a persistent variable with an escalating impact on operations and outcomes.
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  • blog-post

    The Cost of Free Software

    Who doesn’t like free? But when it comes to free, there’s always some kind of catch, particularly in the software industry.
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  • datasheet

    Adaptive Insights 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.
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  • webcast

    Revenue Planning for Nonprofits

    Ticket sales fuel your mission. And donations breathe life into the causes you serve. With so much at stake, how do you ensure you’re doing revenue planning and reporting the right way?
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  • webcast

    A Better Financial Forecasting Method: Rolling Forecasts

    Tired of comparing your actuals to an outdated budget? Want to learn a better way to forecast that doesn’t feel like a hurricane of chaos?
    watch
  • analyst-report

    Gartner 2018 Magic Quadrant for Cloud Financial Planning and...

    Adaptive Insights recognized a Leader in the Gartner 2018 Magic Quadrant for Cloud Financial Planning and Analysis Solutions Report based on its ability to execute and completeness of vision.
    learn more
  • ebook

    How to Solve the Top Four Reporting Challenges in Life Sciences

    Stringent and sometimes shifting healthcare and FDA regulations. Constant pressure for meaningful innovation. Uncertain clinical trial outcomes. Welcome to the complex and fast-moving life sciences industry. This eBook examines the top four reporting challenges FP&A practitioners face across all life sciences sectors—and how to solve them.
    Download
  • ebook

    5 Costs of Static Planning

    Read this eBook and find out if you are suffering from static planning, a painful and inefficient condition characterized by long planning cycles, short-lived plans, siloed efforts, hard-to-find errors, and never enough time for strategic analyses. But don't worry if you are, becuase we have the cure!
    Download
  • ebook

    5 Cures for Static Planning

    Static planning processes often lead to static plans, which lack buy-in, are inaccurate, and quickly fall out of date. And those plans can’t serve as the strategic, dynamic management tool you need to drive business success. In this eBook, we present ways to reclaim the time, money, and opportunity you’re losing to static planning.
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  • webcast

    Customer Spotlight: Models & Dashboards Built for Growth...

    Join this webinar to hear how high-growth SaaS companies like Domo and Adaptive Insights have set up their financial models and KPI dashboards to help their organizations scale effectively.
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  • datasheet

    Adaptive Insights Business Planning Cloud Datasheet

    Adaptive Insights is powering a new generation of business planning for businesses of all sizes with the Adaptive Insights Business Planning Cloud. Addressing the need for greater business agility in a world that moves fast, Adaptive Insights’ hallmark easy-to-use planning solutions are available to everybody in an organization.
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  • webcast

    Data-Driven Decision Making: Translating Qualitative Inputs into...

    We all struggle with incorporating non-financial information into our finance dashboards and reports - but new tools and technologies are helping to overcome common obstacles.
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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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  • 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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  • ebook

    Shark Tank Strategies for Better Board Reporting

    FP&A can play a key role in assuring the CFO swims instead of sinks. This e-Book offers FP&A practitioners a step-by-step guide to stronger reports, more streamlined presentations, and secrets to telling the compelling story behind the numbers.
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  • webcast

    Nonprofit FP&A Overhaul: Transform your Organization through...

    How do you know that the budgeting, forecasting and reporting processes you have in place are serving your mission? Is everyone in the organization aligned on the big picture? Is it easy to collaborate? Are your teams and tools nimble enough to make adjustments on the fly? Does something need to change?
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  • webcast

    FP&A Overhaul: Transform your Organization through Process...

    How do you know that the budgeting, forecasting and reporting processes you have in place are serving your business needs? Is everyone in the organization aligned on the big picture? Is it easy to collaborate? Are your teams and tools nimble enough to make adjustments on the fly? Does something need to change?
    watch
  • webcast

    Improve Your NetSuite Reporting and Analysis with Adaptive...

    Are you getting the most out of your Corporate Performance Management Solution along with NetSuite? If not, now is the time to do so by leveraging Adaptive Insights Business Planning Cloud to gain competitive advantages and make strategic financial decisions.
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  • ebook

    5 CFO Tips for Better Board Reporting

    For CFOs, few duties are more critical than presenting to the board of directors. Yet at many companies, the board reporting process becomes a quarterly scramble of chasing down data and patching together a last-minute PowerPoint deck. This e-Book presents ways to deliver killer board reports.
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  • webcast

    Break Out of Your Forecasting Silo: Secrets to Help You Better...

    For the finance departments of many nonprofit organizations, forecasting feels like a siloed effort, where you are constantly dealing with multiple sources of truth, causing a lack of transparency and confidence in your numbers.
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  • webcast

    Customer Spotlight: Bringing Sales into the Fold with Quota,...

    As you may have noticed, we recently unveiled Adaptive Insights for Sales, a purpose-built sales capacity, quota and territory planning and analytics solution to help drive sales performance and predictability. Built on Adaptive Insights’ scalable platform, the product links sales and territory plans to the overall financial plan, so business...
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  • webcast

    How to Create Dynamic Reports in Minutes with OfficeConnect

    Interested in learning how to spend less time creating reports and more time analyzing data? Let OfficeConnect help you be faster and more efficient in your role.
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  • webcast

    Break Out of Your Forecasting Silo

    In today’s finance world, forecasting feels like a siloed effort, where you are constantly dealing with multiple sources of truth, causing a lack of confidence in your numbers and yourself.
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  • cfo-indicator

    Full Steam Ahead: On Board with Automated Financial Reporting...

    Our CFO Indicator Q4 2017 survey explores CFOs’ perspectives on the role of automation with respect to processes, hiring practices, and team skillsets. Results reveal that CFOs are moving full speed ahead with automation to become more strategic and agile.
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  • infographic

    Infographic: Finance On Board With Automation

    Learn why CFOs are moving full speed ahead with automation, putting themselves and their teams on track to becoming more strategic and agile.
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  • webcast

    Year-End Close: Don’t Just Survive, Thrive

    Being the beginning of the year, now is a great time for you to look around and assess what processes are working and not working, especially around year-end close. Applying these observations can help you alleviate pain points, negotiate pitfalls, and be better prepared for your next year-end close.
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  • datasheet

    Adaptive Insights for Finance

    Read an overview of Adaptive Insights for Finance. Our business planning cloud enables power and scale without compromising ease of use. Learn how you can drive broad user engagement and active planning to create a more agile business.
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  • ebook

    The Hidden Costs of Static Planning That CFOs Need to Know Now

    As modern CFOs move beyond accounting to become business performance leaders, the awareness of missed opportunities caused by static planning processes has escalated. CFOs who fail to guide their companies with active planning processes are seeing negative impacts on their organizations’ ability to capture profit and grow.
    Download
  • Aberdeen Researches Finance Leaders

    analyst-report

    CPM - Beyond Planning, Budgeting, & Forecasting

    Do you wonder what enables top-performing organizations to succeed when others waver? In this new report from the Aberdeen Group, they uncover why Leaders prevail and Followers falter. Discover how taking the guesswork out of planning, increasing the accuracy of forecasting, improving data accessibility, collaboration, and accountability decreases...
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  • blog-post

    $100 Million Milestone Marks a Win-Win for Customers and...

    Adaptive Insights recently crossed the $100 million threshold for both revenue and annual recurring revenue (ARR) under contract.
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  • webcast

    Starting the Year Off Right – FP&A Best Practices

    2018 is upon us, but are you ready for a change? Move beyond your day-to-day tasks of budgeting, forecasting, and reporting to more high impact activities and processes.
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  • blog-post

    3 Steps to See What the Data Is Telling You in 2018

    If a picture is worth a thousand words, what is one chart worth? For some CFOs, as they head into 2018, the answer is potentially millions in revenue, increased influence in the boardroom, and a fast track to the CEO position. Here’s why: Finance teams are being tasked with processing—and making sense of—more and more data. In fact, according...
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  • blog-post

    5 Steps to Rolling Forecast Success and Best Practices

    Companies often spend weeks or months developing an annual plan or budget, but by the time they’re finished, the market has changed and the budget has become obsolete. There’s a better way: rolling forecasts.
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  • blog-post

    Five Steps to Refresh Your Budgeting Process in 2018

    Disruption is a popular buzzword, and it shows no signs of slowing down in 2018. No matter how long companies have been in business, many claim that their technology, platform, or business will completely disrupt whatever industry it’s in.
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  • datasheet

    Arts & Culture Datasheet

    Read how arts and culture organizations plan and analyze with Adaptive Insights to better achieve their mission. Budgets must be accurate to ensure they operate within their means. What they present to their board and to the public needs to be correct and reliable. Data automation, streamlined processes, and driver-based planning address these...
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  • datasheet

    Associations Datasheet

    Explore how Adaptive Insights helps associations to focus more resources, more time and more energy on their mission by automating their data, enabling them to evaluate projects quickly and accurately and decreasing the painstaking work that financial professionals must work through now inputting financial information into other solutions.
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  • datasheet

    Education Datasheet

    Learn how Adaptive Insights helps education organizations adhere to strict fiscal guidelines, ensure they operate within their means and be transparent to demonstrate that they are good stewards of students’ tuition, and funds from public and private sources.
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  • datasheet

    Faith-Based Datasheet

    Read how Adaptive Insights enables faith-based organizations to drive transparency so they can demonstrate that they are good stewards of patrons’ funds, helps them manage multiple funds (restricted and unrestricted), programs, and locations, along with the business drivers associated with varied revenue streams, including donations, membership,...
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  • datasheet

    Foundations Datasheet

    Read about how Adaptive Insights enables foundations to adhere to their strict fiscal management, create accurate budgets that help ensure they operate within their means and be transparent to demonstrate that they are good stewards of the endowments and donors’ funds.
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  • webcast

    FP&A and Accounting - Working Better Together

    Do you want FP&A and Accounting to play nice in the sandbox? Do you find you’re often comparing numbers in your data to ensure everything ties together? FP&A wants real-time data from Accounting. Accounting wants more time from FP&A to finalize the numbers. Sound familiar?
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  • datasheet

    Health and Human Services Datasheet

    Explore how Adaptive Insights helps health and human service organizations focus more resources, more time and more energy on their mission by automating their data, decreasing the painstaking work that financial professionals must work through inputting financial information into other solutions, evaluating new projects, and minimizing...
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  • webcast

    Moving Beyond the Numbers: Creating Compelling Board Reports

    If you and your team are forced to spend countless hours consolidating data from multiple sources, you may have little time left for the analysis that could help you tell a compelling story.
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  • cfo-indicator

    CFO Indicator: Race To A Single Source of Truth

    Our CFO Indicator Q3 2017 survey explores CFOs’ confidence relative to data and technology, as well as their progress in moving toward a “single source of truth” (single source of financial and operational data). Results reveal that Finance has successfully cleared what we believe to be one of the most significant hurdles—their hesitancy to store...
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  • infographic

    Race To A Single Source Of Truth

    Learn what hurdles CFOs must overcome in order to achieve faster, more accurate decision making with a single source of truth.
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  • video

    Creating waterfall charts in Adaptive Insights

    Thomas Peff, Director of Finance at Adaptive Insights, shows how easy it is to create waterfall charts in Adaptive Insights for Finance.
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  • webcast

    Put an End to Inefficient Planning

    In a recent study, 75% of finance professionals felt that their approach to budgeting had value, but there was room for improvement. Learn how identifying and eliminating the issues that waste time and energy can streamline your planning process.
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  • BPM Partners rates our CPM solution highly for the mid-market

    analyst-report

    2018 BPM Partners Vendor Landscape Matrix

    Find out how Adaptive Insights scores against its competitors in this industry report conducted by Business Performance Management (BPM). Adaptive Insights continues to shine against the competition and delivers value.
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  • webcast

    5 Things FP&A Teams Need To Know To Be Ready For ASC 606

    Deadlines around the new revenue recognition changes (ASC 606/IFRS 15) are fast approaching—and many questions about potential impacts and how to prepare for them still remain.
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  • ebook

    Your Top Four Reporting Challenges (and how to overcome them,...

    This eBook looks at four common financial reporting challenges and what you can do to solve them. You’ll learn how to eliminate tasks that add little value, such as data gathering, verification, and formatting—freeing your finance team to become more collaborative, strategic business partners.
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  • analyst-report

    Adaptive Insights Illuminates Cloud Performance Management...

    451 Research 2017 Krishna Roy Report: Adaptive illuminates cloud performance management business as it enters first vertical
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  • ebook

    How Adaptive Insights Improves NetSuite Reporting and Planning

    This e-Book outlines how the Adaptive Suite extends the power of NetSuite ERP to create a comprehensive financial management solution. Discover how to spend less time collecting, validating, and formatting data, and more time on strategy and analysis. It presents six proven ways to get more out of your NetSuite ERP investment.
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  • analyst-report

    Gartner 2017 Magic Quadrant Strategic Corporate Performance...

    Adaptive Insights recognized a Leader and positioned highest in ability to execute in the Gartner 2017 Cloud Magic Quadrant Strategic Corporate Performance Management Solutions report based on its ability to execute and completeness of vision.
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  • datasheet

    OPEXEngine and Adaptive Insights

    Learn how Software companies can benchmark their performance vs their peers on over 400 SaaS metrics and KPIs through Adaptive Insights’ partnership with software benchmarking leader OPEXEngine.
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  • blog-post

    Planning to Win: MLB Teams Embrace Cloud CPM

    Adaptive Insights is proud to work with five MLB teams as they head into their 2017 season. Several finance leaders from these MLB teams talked with Adaptive Insights about the challenges inherent in such a dynamic industry. Baseball is one of the most stat-driven sports in the world.
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  • blog-post

    Adaptive Live 2017: It’s a Great Time to Be in Finance

    Adaptive Live is packed with 1,400 finance professionals representing 580 organizations in 35 industries on five continents. And each and every one of them recognizes that finance is changing, dramatically and forever: The errors and compromises of static planning are best left where they belong: in the past.
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  • datasheet

    Reporting Datasheet

    Get an overview of the built-in reporting capabilities for Adaptive Planning and Adaptive Consolidation. These tools deliver powerful, interactive reporting functionality. No programming or special skills are required to use the simple drag-and-drop interface, so any user can create and run reports for analysis.
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  • cfo-indicator

    Danger Zone: How the Pace of Finance Threatens Corporate Agility

    Our Q1 2017 global survey explores how finance leaders are currently addressing and planning for a faster, more agile finance organization. Results from these "top guns" of finance indicate a desire to overcome the time deficits that currently exist in reporting, data collection, and budgeting so that more resources can be allocated to...
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  • webcast

    Five Ways to Get More from NetSuite with Adaptive Insights

    Are you ready to get more from your NetSuite investment? More than 700 NetSuite customers have partnered with Adaptive Insights to improve their planning and forecasting efforts.
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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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  • cfo-indicator

    CFO Indicator Q4 2016 – Piece by Piece: The Challenges in...

    Our Q4 2016 global survey explored the topic of reporting with over 400 CFOs who shared their opinions on reporting process efficiencies, current and expected report volumes, and existing shortcomings in reporting systems. Results indicate an opportunity to automate non-value-added tasks so that finance has the time needed to deliver actionable...
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  • infographic

    Piece by Piece: The Challenge in Assembling Corporate Reports

    Report volumes are rising, magnifying the data integration issues that plague many organizations. To respond to this demand and deliver actionable information to stakeholders, finance will need to centralize data and automate non-value-added tasks.
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  • white-paper

    Why Budgeting Fails

    Read why in this article by Peter Horvath, Europe's leading authority on management accounting, controlling, and budgeting. Learn why static budgeting is inefficient, ages too quickly, and is out of sync with the strategic plan.
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  • webcast

    Secrets to Better Personnel Planning

    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

    Master Your Budgeting Process: Tips for an Active Budget

    Spending countless days and nights building the annual budget can be a frusterating process. Especially when you know it may be obsolete by the end of the next quarter. Watch this webcast to learn how to overcome the endless cycles of your budget process and start moving towards an active plan.
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  • datasheet

    Banks and Credit Unions 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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  • webcast

    Tips for Getting Your Business On Board With Rolling Forecasts

    Companies often spend weeks or months developing an annual plan or budget, but by the time they're finished, the market has changed and the budget has become obsolete. There's a better way; rolling forecasts.
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  • cfo-indicator

    CFO Indicator Q3 2016 Report

    Our CFO Q3 2016 survey explores the increased tracking of non-financial key performance indicators (KPIs) to better measure current and future corporate performance.
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  • infographic

    Measuring Up: How Non-Financial KPIs Weigh in the Balance

    CFOs are tracking more and more non-financial KPIs to get a more accurate measure of their current and future corporate performance.
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  • webcast

    SaaS Finance: Moving Fast and Staying Nimble

    As a SaaS company ourselves, we know what it's like being on a SaaS finance team; it's an exercise in moving fast and staying nimble to keep pace in a dynamic marketplace.
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  • infographic

    Peak Ascent: How FP&A Can Guide CFOs to Great Heights

    The Q2 2016 global CFO survey from Adaptive Insights took a deep dive into financial planning and analysis (FP&A) for the first time—and revealed a great need for FP&A teams to become more strategic to support CFOs as they increasingly play a broader role in guiding corporate planning and performance. The report highlights CFOs’ hiring...
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  • Adaptive Insights is a Constellation Research Short List Vendor for CPM

    analyst-report

    Adaptive Insights Named on the Constellation Short List for...

    Adaptive Insights Named on the Constellation Short List for Cloud-Based Performance Management
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  • Forrester Research logo

    analyst-report

    The Forrester Wave™: Enterprise Performance Management, Q4 2016

    Adaptive Insights was named a Leader in The Forrester Wave: Enterprise Performance Management, Q4 2016 report. The report evaluated 10 vendors based on 36 criteria, including current offering, strategy, and market presence.
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  • video

    Entrepreneur Of The Year Awards

    The EY Entrepreneur Of The Year® 2016 Award in the Northern California Region, recognizes entrepreneurs who demonstrate excellence and extraordinary success in such areas as innovation, financial performance, and personal commitment to their businesses and communities. Rob Hull was selected as a finalist by a panel of independent judges.
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  • ebook

    The Goldilocks Budget: Best practices for developing a “just...

    Getting to a budget that is “just right” for your organization can prove a painstaking and daunting task. But by following a proven approach developed by Jeff Epstein and Byron Deeter, you can establish a transformative budgeting practice that enhances communication and collaboration, better informs planning, and can even help drive growth.
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  • cfo-indicator

    CFO Indicator Q2 2016 – Peak Ascent: How FP&A Can Guide CFOs...

    The Q2 2016 global CFO survey from Adaptive Insights took a deep dive into financial planning and analysis (FP&A) for the first time—and revealed a great need for FP&A teams to become more strategic to support CFOs as they increasingly play a broader role in guiding corporate planning and performance. The report highlights CFOs’ hiring...
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  • 451 Research

    analyst-report

    Adaptive Insights makes FP&A process more visual and DIY

    In this report, 451 Research reviews the latest visual analysis and self-service data integration capabilities of the Adaptive Suite and explores its applicability for enterprise 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...
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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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  • 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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  • cfo-indicator

    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...
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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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  • 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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  • cfo-indicator

    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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  • cfo-indicator

    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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  • 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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  • 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
  • analyst-report

    BPM Partners–2013 Vendor Profile and Customer Satisfaction...

    Read how leading research firm BPM Partners evaluates and ranks Adaptive’s CPM solution based on overall satisfaction, ease of use, and functionality. Adaptive consistently scores at or near the top of customer satisfaction ratings.
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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.
    learn more
  • 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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  • analyst-report

    Saugatuck Technology: Cloud for Finance Value and Performance:...

    Read about what makes finance chiefs successful in today’s fast-changing markets. As the finance role takes on more strategic responsibilities, executives are increasingly turning to cloud-based solutions to streamline consolidation, reporting, analysis, and planning processes.
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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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  • 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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  • datasheet

    Adaptive Insights Integration Framework Datasheet

    Learn how Adaptive Insights has successfully delivered 2,000-plus integrations across more than 200 different source systems including Oracle, Workday, SAP, NetSuite, Sage Intacct, MS Dynamics (Great Plains), Salesforce, Deltek Vision, Epicor, Sage, Plex, Multiview, and many more.
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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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  • cfo-indicator

    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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  • 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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  • analyst-report

    Gartner: Leveraging CPM Innovation with Leading Trends in...

    <p>Read about the evolution in the corporate performance management (CPM) market. New software capabilities have impacted CPM business applications, affecting the way organizations deploy these solutions and achieve greater value, a Gartner report finds. CPM software consists of two primary branches: finance CPM and strategic CPM.</p>
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  • analyst-report

    Mint Jutras Why Corporate Performance Excellence is No Accident

    Find out why a quality, cloud-based performance management solution is necessary in a changing manufacturing landscape. Most manufacturers have been forced to implement enterprise resource planning (ERP) applications just to survive, but planning and performance management largely remains buried in spreadsheets.
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  • analyst-report

    Nucleus Research: Adaptive Insights Versus Oracle Hyperion (2014)

    Read recent research comparing customer experiences with on-premises software Oracle Hyperion versus cloud-based solution Adaptive Insights for corporate performance management (CPM). In the report conducted by Nucleus Research, Adaptive customers cited cloud benefits, usability, and cost as competitive differentiators.
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  • video

    Adaptive Insights for Finance Analytics 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 Insights 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 Insights for Finance Consolidation Overview

    Learn about the robust consolidation capabilities of Adaptive Insights for Finance. Dramatically reduce manual processes, accelerate accurate financial results, streamline allocations, and more—all in real time. Since Adaptive Insights is part of the Business Planning Cloud, take your close the extra mile with powerful reporting and analytics.
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  • video

    Adaptive Insights for Finance Overview

    Adaptive Insights for Finance overview
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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

    Business Planning Cloud Overview

    See how Business Planning Cloud accelerates your business performance on all fronts. Established on a cloud-based platform, the Business Planning Cloud 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • Nucleus Research

    analyst-report

    Nucleus ROI Case Study – Montclair State University (2014)

    Learn how Montclair State University gained productivity and enabled robust reporting and analysis across 150-plus users. Montclair State achieved 211% ROI and annual savings of nearly $115,000 while adding staff efficiencies and clarity into the budgeting process.
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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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  • analyst-report

    BPM Partners Performance Management Research Study: Cloud &...

    Read about the steady, worldwide market shift to cloud-based business solutions. This report from BPM Partners also explains why business executives are increasingly showing interest in mobile access to analytics...
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  • datasheet

    Dashboards and Analytics Datasheet

    Read how Adaptive Insights' 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, our analytics capabilties extend and scale to meet every analysis need.
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  • analyst-report

    Nucleus ROI Case Study – Gentiva (2014)

    Read how Gentiva, a large provider of home health and hospice services, improved productivity and visibility across more than 500 users. Gentiva has been able to reduce software and consulting costs by moving to a cloud application, and get managers more involved in the budgeting process.
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  • analyst-report

    Nucleus ROI Case Study: Manufacturer (2014)

    Learn how medical device manufacturer Boston Scientific was able to improve visibility, increase trust in financial forecasts and analysis, provide greater auditability, and increase finance and non-finance employee productivity with Adaptive Insights.
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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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  • Trust Radius logo

    analyst-report

    TrustRadius Product Report: Adaptive Insights

    Learn how Adaptive Insights rates as a corporate performance management tool from 25 in-depth, authenticated user reviews from TrustRadius, the leading community for professionals who use business software to exchange candid insights. Opinions touch on customer service, features, pricing, ROI, and more.
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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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  • 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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  • datasheet

    Modeling Datasheet

    Learn how to elevate your corporate performance management with Adaptive Insights, the market leader in cloud-based budgeting, forecasting, and reporting. Adaptive Insights' rich modeling functionality and intuitive interface help make it the world's most usable cloud CPM application.
    Download
  • 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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  • 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. We'll guide you through some of the most important best practices as well as advise you on steps to making...
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  • analyst-report

    2015 BPM Partners Vendor Landscape Matrix: Spotlight on Adaptive...

    Find out how Adaptive Insights scores against its competitors in this industry report conducted by Business Performance Management (BPM). Adaptive Insights received the highest rating for overall satisfaction, as well as garnered top rankings in product functionality and product quality. Data was taken from a BPM Pulse Survey.
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