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.
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.
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.
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.
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.
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?
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?
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.
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.
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.
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...
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.
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.
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.
Adaptive Insights for Finance—Enterprise Datasheet
Read an overview of Adaptive Insights for Finance for large organizations. 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.
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.
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.
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...
With Adaptive Integration, a robust, customer-controlled integration platform for Adaptive Insights, finance and accounting departments are able to easily automate importing their Sage Intacct data directly into Adaptive Planning, along with data from other source systems.
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...
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.
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.
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...
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.
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.
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,...
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.
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?
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...
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.
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.
Integrating actuals data from source systems into the Adaptive Suite enriches planning and accelerates reporting cycles. Sage Intacct is a leading cloud ERP for business that want to stay agile and keep an eye on the future. Our native integration seamlessly synchronizes transactional details and other data with between Sage Intacct and your...
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...
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.
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.
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.
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.
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.
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.
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.
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.
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...
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.
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.
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.
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.
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.
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.
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.
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.
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...
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...
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...
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...
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.
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.
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.
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.
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...
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...
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.
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.
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...
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.
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.
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.
Read how Adaptive Insights provides banks and credit unions with a sector-ready CPM platform: immediate access to data and information from multiple systems, plus integrated revenue, expense, cash flow planning, reporting, and real-time visibility into KPIs and metrics on dashboards.
Read about how the Adaptive Suite helps nonprofit organizations keep their finances on track. When maximizing every budget dollar matters, a cloud-based corporate performance management solution allows these vital organizations to plan and report on complex operations and project cash flow.
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.
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.
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.
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...
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.
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.
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.
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.
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...
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...
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 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.
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.
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.
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...
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.
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.
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...
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Every business decision depends on forecasting the consequences of the decision. Explore the challenges in creating accurate forecasts, and learn how to overcome bias and oversimplifying the truth. Certain methods incorporate more information into formulating predictions, which improves the accuracy of business decisions.
Read how dashboards help finance executives track operational metrics, as well as make informed, strategic decisions under time-critical situations. Modern CFOs oversee important decisions, so they need the right tools and support, including a supportive finance team and visibility into operational and financial data.
Get 24/7 access to Adaptive Insights eLearning courses. Designed by finance experts with years of experience, Adaptive Insights eLearning short videos are the most convenient way to learn about products at your own pace and incorporate new features into your model design.
Read how Adaptive 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.
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>
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.
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.
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.
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.
Learn about the support team that enriches the Adaptive Insights customer experience. Application experts, Adaptive Insights support representatives are ready by phone or email to patiently and thoughtfully guide resolution to any user issue—one reason why the team consistently ranks higher than 97% in customer satisfaction.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
Learn how to motivate and inspire teams with data rather than bore and confuse them. One approach to chart the way through information: Start with a message, follow with evidence. These tips provide ways to effectively communicate the meaning of data.
Learn about the rise of the strategic CFO in today’s breakneck business environment. Corporate leaders who most quickly align business strategy with fast, informed decisions win the day. Still, many firms are weighed down by outdated business systems, which is why cloud technology is so critical to running today's companies.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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%.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.”
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%.
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.
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.
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.
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%.
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...
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.
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.
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.
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.
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.
Nearly all respondents to a CFO research survey agreed better use of IT would boost business performance, but hurdles remain to fully capitalizing on the cloud, big data, and mobile technology. Peer into the mindsets of 112 finance executives from small and midsize companies on the competitive use of information technology.
Learn about the most costly reporting mistakes and how to avoid them. A white paper from BPM Partners discusses the high cost of excess resource requirements, decision-making without adequate information, and missed opportunities due to lack of reporting capabilities.
Read about Adaptive Insights' multi-instance capabilities and key benefits. Multi-instance enables coordination of planning, reporting, and analysis across an organization with disparate planning requirements or multiple autonomous organizations.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Read an overview of Adaptive Insights' powerful and intuitive transaction reporting and analysis capabilities. Companies can improve their corporate performance management by enabling budget managers with self-service tools and integrating transaction-level detail with other enterprise applications.
Learn how Adaptive 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.
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.
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.
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%.
Read about effectively applying your analytical results to business issues. Many executives are making critical decisions based on data they do not fully understand. Financial managers can help bridge the gap between understanding data and making data-driven decisions.
Read about the modern pressures facing CFOs, their challenges with combining technology and financial practices, and examples of CFOs who have reinvented their roles as a strategic member of the C-suite. The excerpt comes from the book “Reinventing the CFO: How Financial Managers Can Transform their Roles and Add Greater Value.”
Read about the unique challenges of achieving excellent corporate performance in the manufacturing sector. Discover how taking planning and performance management out of spreadsheets and into the cloud offers greater agility to successfully conduct business across multiples sites, divisions, and operating locations.
Discover strategies to move beyond number-crunching and improve the budgeting process. Bottom-up budgeting focuses on earnings and short-term numbers. But budgeting used as a tool to introduce and reinforce a growth mindset results in wiser investments that drive long-term revenue, cash flow, and shareholder value.
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.
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.
Learn more about the most complete cloud CPM and BI package, Adaptive Insights for Finance, which includes unified planning, reporting, consolidation, and analytics solutions that are modern, powerful, and intuitive for all types of business users.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Learn how healthcare finance teams leverage dynamic data to stay on top of issues related to personnel, profitability, government regulations, and patient care. Tips help to develop personnel plans, forecast through what-if scenarios, perform multi-dimensional analysis, and create customized executive reports more efficiently.
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.
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...
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.