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The Goldilocks Budget: Best practices for developing a “just right” budget for your business

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CFO Indicator Q2 2016 – Peak Ascent: How FP&A Can Guide CFOs to Great Heights

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

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

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    OPEXEngine and Adaptive Insights

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

    Learn more about Adaptive OfficeConnect: software that makes it easy to create high-quality reports, board books, and presentations with Microsoft Word, Excel, and PowerPoint. Completely connected with Adaptive Planning and Adaptive Consolidation, it creates dynamic, beautiful reports always based on the latest data.
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    Adaptive Reporting

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

    Read how Adaptive Insights provides banks and credit unions with a sector-ready CPM platform: immediate access to data and information from multiple systems, plus integrated revenue, expense, cash flow planning, reporting, and real-time visibility into KPIs and metrics on dashboards.
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    Nonprofit Datasheet

    Read about how the Adaptive Suite helps nonprofit organizations keep their finances on track. When maximizing every budget dollar matters, a cloud-based corporate performance management solution allows these vital organizations to plan and report on complex operations and project cash flow.
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    Software Planning & Analytics Solution

    Learn how the Software Planning & Analytics Solution enables software and subscription businesses to plan, monitor, and analyze subscription software and service performance.
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    Adaptive Integration for Planning

    Learn how Adaptive Integration for Planning supports a customer-controlled ETL experience for the Adaptive Suite moving from simply running data imports to configuring an end-to-end integration.
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    Adaptive Integration 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.
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    Higher Education Datasheet

    Explore how higher education organizations drive efficiency and streamline data with Adaptive Insights. Budgets involve several factors—such as government funding, grants, scholarships, and more—and require seamless collaboration from university staff down to the department level. Dynamic reporting resolves these challenges.
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    Professional Services Datasheet

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

    Get 24/7 access to Adaptive Insights eLearning courses. Designed by finance experts with years of experience, Adaptive Insights eLearning short videos are the most convenient way to learn about products at your own pace and incorporate new features into your model design.
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    Energy and Utilities Datasheet

    Read how Adaptive Insights revolutionizes CPM for energy and utility companies. Spreadsheet-based systems are inefficient, error-prone, and fundamentally unsuited for the complex, dynamic planning and reporting the industry requires. Adaptive Insights provides a flexible budgeting, forecasting, and reporting solution that fits the bill.
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    Healthcare Datasheet

    Learn how healthcare organizations navigate financial challenges—fluctuating patient volumes, increasing government regulations, and declining insurance reimbursements—with Adaptive Insights. The multi-dimensional, driver-based modeling capabilities in Adaptive software fulfill healthcare planning and reporting needs.
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    Retail Datasheet

    Read about Adaptive Insights' retail-ready CPM system. Retailers and wholesalers need a finance solution that provides strategic insights in a dynamic economy. Adaptive Insights fits the bill, facilitating top-down and bottom-up planning and reporting at a variety of levels and dimensions, and complex what-if scenario analysis.
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    Support Datasheet

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

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

    Learn how Adaptive Insights elevates planning and reporting processes for insurance companies. Adaptive recognizes insurance sector needs, including statutory and GAAP reporting, what-if analyses for varying levels of growth, and consolidation across multiple dimensions, including states, product families, and premiums.
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    Manufacturing Datasheet

    Discover how manufacturing companies coordinate their production and sales planning with Adaptive Insights. With Adaptive corporate performance management (CPM) software, manufacturers streamline dissimilar planning processes, seamlessly integrate a variety of data sources, and consolidate complex data from multiple functions.
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    Revenue Management Datasheet

    Read how the Adaptive's approach to revenue management empowers your organization to analyze, plan, and manage revenue—from corporate objectives to sales forecasts and quotas linked back to your financial plans. Based on best practices and implementation expertise, the solution speeds your journey to revenue life cycle management.
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    XBRL for Adaptive Consolidation Datasheet

    Learn how Adaptive Insights enables a complete close-to-disclose solution that streamlines the process, from consolidated financials to published financial results. Adaptive Insights' real-time modeling engine maximizes financial consolidation accuracy and efficiency.
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    Adaptive Consolidation Datasheet

    Read how Adaptive Consolidation, an intuitive, cloud-based tool, enables organizations to accurately and efficiently consolidate their financials with a fraction of the resources required by traditional enterprise solutions.
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    Adaptive Discovery Datasheet

    Read how Adaptive Discovery dashboards empower executives, line-of-business managers, finance, and more with visual insights and business user-driven analysis—all in the cloud. As your business grows, Professional and Enterprise editions extend and scale to meet every analysis need.
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    Business Services Datasheet

    Discover how Adaptive Insights provides business services companies with a corporate performance management system that includes multi-dimensional, detailed personnel planning and reporting, integrated P&L and cash flow statements, and reporting and analysis of key metrics.
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    Certification Datasheet

    Learn more about our Adaptive Certified program. Being Adaptive Certified validates your proficiency with Adaptive Insights products, elevates your value within your organization, and helps you drive further professional success. Certification involves internet-based exams, ongoing education opportunities, and annual re-certification.
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    Multi-Instance Planning & Analysis Datasheet

    Read about Adaptive Insights' multi-instance capabilities and key benefits. Multi-instance enables coordination of planning, reporting, and analysis across an organization with disparate planning requirements or multiple autonomous organizations.
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    OfficeConnect Datasheet

    Learn more about Adaptive OfficeConnect: software that makes it easy to create high-quality reports, board books, and presentations with Microsoft Word, Excel, and PowerPoint. Completely connected with Adaptive Planning and Adaptive Consolidation, it creates dynamic, beautiful reports always based on the latest data.
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    Sales Forecasting & Analysis Datasheet

    Read how Adaptive Insights provides complete sales forecasting, quota planning, analytics, and reporting, all unified with Salesforce. The cloud-based suite lets today’s CFO drive sales operations productivity, improve forecast accuracy, accelerate quota planning, and power alignment between sales and finance as never before.
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    Transaction Reporting and Analysis Datasheet

    Read an overview of Adaptive Insights' powerful and intuitive transaction reporting and analysis capabilities. Companies can improve their corporate performance management by enabling budget managers with self-service tools and integrating transaction-level detail with other enterprise applications.
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    Adaptive Suite Datasheet

    Learn more about the most complete cloud CPM and BI package, the Adaptive Suite, which includes unified planning, reporting, consolidation, and analytics solutions that are modern, powerful, and intuitive for all types of business users.
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    Adaptive Planning Datasheet

    Learn how to elevate your corporate performance management with Adaptive Planning, the market leader in cloud-based budgeting, forecasting, and reporting. Adaptive Planning’s rich functionality and intuitive interface help make it the world's most usable cloud CPM application.
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