Learn

Go deeper into topics that take business planning to the next level

  • 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...
    Download
  • 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...
    learn more
  • 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?
    watch
  • 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.
    watch
  • 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.
    watch
  • 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....
    Download
  • 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

    Bringing Sales into the Fold with Quota, Capacity, and Territory...

    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
    watch
  • 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.
    watch
  • 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.
    learn more
  • 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.
    learn more
  • 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

    Banking on FP&A Success

    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 Business Models

    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: Planning for Growth with 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 a Healthy FP&A Process

    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?
    watch
  • 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.
    learn more
  • 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.
    learn more
  • 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...
    learn more
  • 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.
    learn more
  • 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...
    learn more
  • 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.
    learn more
  • 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.
    learn more
  • 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.
    Download
  • 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?
    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
  • webcast

    Rolling Forecasts: Clear Skies with a Chance of Change

    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
  • 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.
    Download
  • 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.
    watch
  • 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.
    Download
  • webcast

    Data and 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.
    watch
  • 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.
    Download
  • 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.
    Download
  • 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.
    Download
  • 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?
    watch
  • 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.
    watch
  • 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.
    Download
  • 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.
    watch
  • webcast

    Sage Intacct and Adaptive Insights Make Finance More Strategic

    Every business plans! Planning is a critical process; however, finance teams often struggle with long planning cycles, limited visibility and data integrity challenges.
    watch
  • 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...
    watch
  • webcast

    How to Create Dynamic Reports in Minutes

    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.
    watch
  • 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.
    watch
  • 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.
    Download
  • 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.
    learn more
  • webcast

    Financial Reporting Utopia for Nonprofit Organizations

    Being the beginning of the year, now is a great time for you to look around and assess what reporting processes are working and not working for your nonprofit organization. Applying these observations can help you alleviate pain points, negotiate pitfalls, and be better prepared for your next monthly reporting cycle.
    watch
  • 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.
    watch
  • 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.
    Download
  • ebook

    SaaS Growth Survival Guide

    In this eBook, you will learn the power of answering the three critical questions that are key to successful SaaS growth-How fast should we grow? How much should we burn? and How do we scale? Read it now and find out why managing fast growth doesn't have to be such a daunting task.
    Download
  • 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...
    Download
  • webcast

    Starting the Year Off Right – FP&A Best Practices for Your...

    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.
    watch
  • 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.
    learn more
  • 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.
    watch
  • 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...
    learn more
  • 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.
    learn more
  • 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.
    learn more
  • 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...
    Download
  • 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.
    Download
  • 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.
    Download
  • 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,...
    Download
  • 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.
    Download
  • 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?
    watch
  • 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...
    Download
  • webcast

    Customer Spotlight: KPI Reporting for PE/VC Backed Software...

    With rising demands for data in growing businesses, CFOs need to consider a new approach to reporting that frees up their finance team’s time to engage in more strategic-tasks.
    watch
  • webcast

    Reporting with Confidence: KPIs and Dashboards

    You know it’s coming—that dreaded request for yet another corporate report. And it can sometimes feel like you are simply going through the motions, methodically generating report after report, serving up numbers that the board, top management, business unit VPs, and others need to understand the health of the organization.
    watch
  • webcast

    Reporting with Confidence: Nonprofit KPIs and Dashboards

    With the rising demand for reports, CFOs will need to consider better approaches to reporting; ones that enable finance teams to engage in more strategic tasks.
    watch
  • webcast

    Creating Compelling Board Reports for Nonprofits

    As a finance leader in a non-profit organization, your job is to convey the financial state of the business. However, your Board of Directors is looking for more than just numbers; they want to understand the impact and implications of the data you present.
    watch
  • webcast

    How SaaS Companies Build the 2018 Plan

    Finance teams are building their 2018 annual budgets and need better tools to make them easier to prepare as well as to report against in the coming year
    watch
  • 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.
    watch
  • 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...
    Download
  • 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.
    learn more
  • 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.
    watch
  • webcast

    Planning the Complexities of Multi-Stream Services in...

    Struggling with budgeting, forecasting, and reporting for multilple service lines for your association members? You’re not alone. The good news is there’s a better way: active planning.
    watch
  • 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.
    watch
  • webcast

    SaaS Benchmarks: The Data You Need

    Kicking off your 2018 annual budget process soon? Make sure you’ve got access to the SaaS industry benchmark data you need to help business owners set targets and answer the board’s questions about how your performance compares to peers.
    watch
  • 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.
    Download
  • 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.
    watch
  • webcast

    Tips to Delivering a Driver-Based Budget: KPIs for Planning and...

    Non-financial information (like up-time, marketing lead volume, or customer satisfaction scores) can have a material impact to the accuracy of an organizations budget. But the art of translating non-financial information into budgets can be challenging if the right KPIs (and tools to track them) aren’t in place.
    watch
  • webcast

    Why CFOs Need Driver-Based Budgets: Tips to Build Organizational...

    Non-financial information (like up-time, marketing lead volume, or customer satisfaction scores) can have a material impact to the accuracy of an organizations budget. However, with traditional budgets, it can be difficult to adjust resources when operational performance swings out of line.
    watch
  • 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.
    Download
  • 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.
    watch
  • webcast

    How SaaS Companies Model Growth: Case Study with CallidusCloud

    How fast do we grow? How much should we burn? How do we scale? As a finance professional in a high-growth company, your job is to help the organization answer these questions. Join us as we share how top SaaS companies model growth and manage expense.
    watch
  • webcast

    Industry Spotlight: Finance Management Best Practices for Non-...

    To attract donors and patrons or satisfy stakeholder requirements (like those for government funding), Non-profit organizations must continually balance limited resources with mission-driven strategic plans. Without information on where money is spent and how it drives an impact to the mission, it can be impossible to obtain the funding needed to...
    watch
  • 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
    Download
  • webcast

    How the Pace of Finance Threatens Corporate Agility

    Successful business decisions are heavily dependent on having immediate access to critical business intelligence. When you don’t have the information you need in a timely manner, major business decisions can be delayed, affecting your organization’s ability to react to change.
    watch
  • webcast

    Tips to Reduce the Burden of Reports and Accelerate Time to...

    Are you tired of the monthly slog of having to log into multiple systems, download numerous flatfiles, merge them all together, update the formatting, and add variances and analyses for each monthly report? We believe there’s a better way and your time should not be wasted on these manual efforts.
    watch
  • webcast

    5 Steps to Getting Your Business on Board with Rolling Forecasts

    With increasing competition and a changing economic environment, companies are moving away from static planning. Gone are the days of a single annual budget. Watch this webcast to learn how organizations are successfully using rolling forecasts to help better understand and predict business performance.
    watch
  • 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.
    Download
  • 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.
    learn more
  • 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.
    Download
  • 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.
    learn more
  • 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.
    learn more
  • 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.
    Download
  • 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...
    Download
  • webcast

    Time-Saving Tips for Managing Corporate Finance Reports

    If you and your team spend hours extracting, manipulating, validating, and formatting data from multiple sources you're not alone. CFOs have stated that their teams spend 30% of their time on reporting and expct the total volume of reports to increase over the next year. Watch this webcast to learn how teams are delivering reports in less...
    watch
  • webcast

    Piece by Piece: Simplify the Corporate Reporting Process

    In our recent survey of over 400 CFOs, we found that 85% of them spend too much time on reporting processes like gathering data, confirming its accuracy and consistency, and formatting. And... they only expect the volume of reports to increase. Watch this webcast to see how Adaptive Insights is helping to solve these challenges to make reporting...
    watch
  • webcast

    Nonprofit Healthcare Industry Spotlight: Learn How Health...

    Organizations that provide healthcare are facing some interesting times as they look towards new financial reporting requirements and challenging forecasting environments. Watch this webcast to learn how Brent Copen, CFO and University of California, Berkeley Lecturer, has worked with Adaptive Insights to deliver the accurate, timely information...
    watch
  • 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.
    watch
  • webcast

    SaaS Finance: Get Data to Benchmark Your Sales Organization

    To grow a SaaS business in a fast-moving market demands that sales finance become metrics-driven and use industry benchmarks to evaluate their own sales team performance. But gaining visibility into the performance of other SaaS companies is not easy. Watch this program to see how companies get the information they need to compete.
    watch
  • webcast

    Forecasting for Success: Tips for Developing Effective Models

    Join this program as we discuss tips for developing forecast models, including; rolling forecast models built on key operational business drivers, questions to ask to help define the right forecasting model for your industry, and why it's important to separate forecasts from targets and rewards to deliver transparency across an organization.
    watch
  • webcast

    Predicting the Future: Tips for Planning Business Success

    To plan for the future, organizations need to understand the present - both what is going on, and why. But gaining visibility into the information needed to accurately forecast can be a difficult task. Watch this webcast to learn how organizations are overcoming these challenges.
    watch
  • 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.
    learn more
  • 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...
    Download
  • webcast

    Improve Your Reporting Process (Without More Caffeine)

    Another month, another report. Few finance professionals enjoy the reporting process. Gathering data from multiple systems, wrestling with big, error-prone spreadsheets, investigating plan variances - it's costly in terms of time, resources, and caffeine. Throw in ad hoc requests and it may seem like there's no light at the end of the...
    watch
  • 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.
    learn more
  • 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.
    Download
  • white-paper

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

    Read why in this article by Russ Banham, a Pulitzer prize-nominated business journalist and best-selling author. Learn more effective budgeting and forecasting strategies, and why a budget isn’t what it used to be, including; the major brands that have scrapped budget process, and why; a new forecasting approach to provide the best view of future...
    Download
  • 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.
    watch
  • webcast

    Beyond Dollar Signs: How Non-Financial KPIs Determine Corporate...

    The game continues to change for CFOs. Gone are the days of simply calculating and reporting financial numbers. To accurately measure and forecast corporate performance, today's CFOs must now manage information and data from across the business.
    watch
  • 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.
    watch
  • webcast

    Delivering Reports that People Value and Use

    For many finance professionals, reporting is an exercise in frustration. Join this webinar to learn the components of reports and analysis that your business partners will value and use.
    watch
  • 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.
    Download
  • webcast

    Big Data and Finance: A Guide for CFOs

    As big data technology evolves, it's transforming not only how leaders make business decisions, but those leaders very roles. The rise of "big data" creates new imperatives for today's corporate leaders.
    watch
  • 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.
    watch
  • 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.
    watch
  • webcast

    Top Questions CFOs Should Ask Their Teams

    Listen in as Jeff Epstein, Operating Partner at Bessemer Venture Partners and former CFO of several public and private companies, discuss the questions that can help CFOs be more effective leaders.
    watch
  • 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.
    Download
  • 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.
    learn more
  • 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.
    watch
  • 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...
    learn more
  • webcast

    Mastering Financial Reports: How to Avoid Costly Mistakes

    Learn best practices for preventing mistakes and streamline the time-consuming process of monthly, quarterly and year-end close.
    watch
  • webcast

    Creating and Owning a Culture of Analytics: How CFOs can...

    Listen in as Hitesh Peshavaria, Partner at Deloitte, and Kerman Lau, Vice President of Finance at Adaptive Insights discuss how organizational leaders can create a culture of analytics so teams can deliver accurate data, analysis, scenario plans an more.
    watch
  • 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
    learn more
  • 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.
    Download
  • webcast

    Dashboards That Deliver: 4 Ways to Simplify The Reporting Process

    Join Loren Den Herder, Director of Business Application Development at Moss Adams LLP, to learn best practices for turning raw performance data into intuitive KPI dashboards.
    watch
  • webcast

    The Goldilocks Budget: Best Practices for Developing a Just...

    Join Jeff Epstein, Operating Partner at Bessemer Venture Partners and former CFO of Oracle to learn how to balance the risk of aiming too high or too low with your budgets.
    watch
  • 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.
    watch
  • 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.
    Download
  • webcast

    Scenario Planning Done Right: A Blueprint for Effective Plans

    Discover how to effectively add scenario planning to your FP&A toolbox. You'll learn how to define initiatives and drivers that will deliver growth, such as hiring, investments and pricing. Our panel also discusses how to evaluate scenarios to determine baseline impact and shares real-world stories about how clients and customers are...
    watch
  • 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...
    Download
  • webcast

    Put an End to Inefficient Planning Cycles

    Learn practical strategies for cutting inefficiencies from your current budgeting and planning process.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    Download
  • 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...
    learn more
  • 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.
    Download
  • 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.
    watch
  • 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.
    learn more
  • 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...
    Download
  • 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.”
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    Download
  • 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.
    Download
  • 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.
    watch
  • 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.
    Download
  • 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.
    Download
  • 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.
    learn more
  • 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.
    watch
  • 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.
    Download
  • 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.
    watch
  • webcast

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

    Learn more about the FP&A best practices for Biotechnology and Pharmaceutical organizations.
    watch
  • 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.
    Download
  • 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.
    learn more
  • 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.
    watch
  • 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.
    watch
  • 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.
    learn more
  • 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.
    Download
  • 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.
    Download
  • 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.
    learn more
  • 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.
    learn more
  • 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.
    Download
  • 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.
    learn more
  • 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.
    Download
  • 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.
    watch
  • datasheet

    Adaptive Insights Integration Framework Datasheet

    Read about Adaptive Insights’ integration options to connect your source system or data with ours—including general ledgers and other enterprise apps such as ERP, CRM, HR systems, and data warehouses, whether located on-premises or in the cloud.
    Download
  • 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.
    Download
  • 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.
    Download
  • 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.
    Download
  • 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.
    Download
  • 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.
    Download
  • 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>
    Download
  • 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.
    Download
  • 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.
    Download
  • 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.
    Download
  • 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.
    Download
  • 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.
    Download
  • 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.
    Download
  • 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.
    Download
  • 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.
    Download
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • video

    Adaptive Insights for Finance Overview

    Adaptive Insights for Finance overview
    watch
  • 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.
    watch
  • 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.
    Download
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    Download
  • white-paper

    Decision-Making at the Speed of Business

    Learn about the rise of the strategic CFO in today’s breakneck business environment. Corporate leaders who most quickly align business strategy with fast, informed decisions win the day. Still, many firms are weighed down by outdated business systems, which is why cloud technology is so critical to running today's companies.
    Download
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • webcast

    How Adaptive Uses Adaptive

    Find out how Adaptive Insights maximizes its own technology to accomplish business performance goals. Founder and Chairman Rob Hull shares the overall architecture of Adaptive’s business model and how each department is using Adaptive to manage processes and performance.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    Download
  • 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.
    watch
  • 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.
    watch
  • 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%.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    Download
  • 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.
    watch
  • 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.
    watch
  • 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.
    Download
  • 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.
    Download
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.”
    Download
  • 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%.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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%.
    watch
  • 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...
    Download
  • 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.
    Download
  • 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.
    watch
  • 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.
    watch
  • 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.
    Download
  • 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.
    Download
  • 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.
    Download
  • 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.
    Download
  • 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.
    watch
  • 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.
    Download
  • 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.
    watch
  • 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.
    Download
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    Download
  • 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.
    Download
  • 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.
    watch
  • 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.
    Download
  • 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%.
    Download
  • 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.
    Download
  • 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.”
    Download
  • 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.
    Download
  • 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.
    Download
  • 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.
    Download
  • 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.
    Download
  • 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.
    watch
  • 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.
    Download
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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.
    watch
  • 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...
    Download
  • 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.
    Download