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Higher Education Budgeting & Planning

Transform operational and financial planning processes with our cloud-based business performance management suite. Colleges, universities, and other institutions of higher education are using Adaptive Insights to drive greater transparency into expenses, control operating costs, and better manage uncertain revenue streams.

Accelerate Planning Cycles and Align Budgeting With Enrollment

Adaptive Insights helps higher education teams accelerate budgeting and expense cycles, align resources against priority programs and courses, and streamline critical processes like enrollment planning. Model and plan for financial KPIs such as net tuition revenues, in-state and out-of-state tuition revenues, and discounts.

Easy-to-Use Reporting That Drives Transparency

Quickly generate financial statements and board reports anytime, anywhere. Drill down into the details of reports or sheets for instant transparency into income and spending. Assess costs and expenditures at a more granular level with drag-and-drop reporting across multiple dimensions such as fund, organization, account, program, activity, and employees. Meet NACUBO reporting requirements more easily.

Watch our Featured Higher Education Webinar: Tactical to Strategic Finance

Learn from Adaptive Insights customers describe how they’ve made the transition from tactical to strategic—and elevated the role of finance to better address emerging challenges in their institutions. Panelists include Elizabeth Dionne, director of finance at College of the Holy Cross, and John McGrath, budgeting manager at Babson College.

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Optimize Revenue Streams From Auxiliary Departments

Adaptive Insights helps you model and create driver-based revenue and sales forecasts for auxiliary departments such as student housing, libraries, transportation, and athletics programs. Get real-time visibility into support units’ sales plans, staffing, and expenses. Display actuals in interactive dashboards and reports, and compare them to forecasts and plans.

Establish a Single Source of Truth Across Departments and Locations

Move beyond spreadsheet-based budgeting that’s time-consuming, cumbersome, and error-prone. Our flexible planning software centralizes actuals, plans, forecasts, calculations, and cell notes into a single source of truth. This common data foundation fuels trust and accountability, and ensures that your planning processes scale with growth.

Learn more about how we can help your educational institution plan smarter, report faster, and analyze better.

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Have a specific question about how we've helped other educational organizations? We’re standing by to help.

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