The Planning & Analytics package includes everything you need to adopt an active planning process. This includes budgeting, forecasting, management and ad hoc reporting and analytics, variance analysis, process management, transaction management, OfficeConnect board reporting, Discovery Professional visual analytics and dashboards, and single sign-on. Standard customer support is also included.
The Planning package includes budgeting, forecasting, management and ad hoc reporting and analytics, variance analysis and process management, transaction management, and single sign-on. This Planning package can later be upgraded to add OfficeConnect board reporting, Discovery Professional visual analytics and dashboards. Standard customer support is also included.
Consolidation accelerates the financial consolidation processes, allowing users to review and analyze their data faster. It enables consolidating data from multiple General Ledger sources, intercompany eliminations, journal entry management, partial ownership, reclassifications, and close process task management to automate your processes, and financial and management reporting on the consolidated results.
Discovery Enterprise expands Discovery Professional by enabling the inclusion of operational data from across the enterprise, beyond planning and consolidated financials, in dashboards. Intuitive visual dashboards and interactive analysis allows broad sharing of business metrics across your users and stakeholders to quickly understand opportunities and determine the best course of action.
Adaptive Suite Integration enables automated integration with ERP, CRM, HCM, databases and other enterprise applications, located both in the cloud and on premises. Connectors can be provided to virtually any system or database and may be deployed at any time during or after implementation. Connectors may be added individually or customers may choose an unlimited option.
An Adaptive Suite instance is a self-contained model that includes all elements necessary to perform financial consolidations, plan, report, and analyze a business, or a specific functional area, such as sales. The multiple instance capability enables companies to set up, link together, and manage multiple Adaptive Suite instances, and coordinate planning, consolidation, and reporting among multiple autonomous or semi-autonomous organizations.
The Adaptive Suite may be deployed on a single-instance basis (one instance for the entire company or organization), or on a multi-instance basis (multiple instances for different independent functions or entities within the corporation). One of the packages above would be selected for each instance desired.
The Adaptive Suite has two seat types: full seats and view seats
Full seat users can access and configure all aspects of the Adaptive Suite. Customer administrators can grant access to full seat users in any way they desire. Full seat users can act as finance model builders, security administrators, and/or as business users. This makes it easy and cost-effective for finance teams to have a large number of power users in the system while also empowering business partners with exactly the permissions needed for powerful data entry, collaboration, reporting, and analytics capabilities.
View seats are used to enable broad, organization-wide visibility into an active planning process and business performance metrics and reports. View seats can view plans, reports, and dashboards and create personal reports and personal dashboards. (Note that Discovery Professional dashboards are available with the Planning & Analytics package.)
Subscription licenses are available for one year or for multiple years.