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.
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...
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.
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?
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.
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.
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.
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.
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.
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...
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.
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.
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.
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...
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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%.
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.
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.
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.
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.
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.
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.
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.
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.