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Go deeper into topics that take business planning to the next level

  • ebook

    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.
    Download
  • webcast

    Banking on FP&A Success

    How long does it take you to forecast again when interest rates change? Can you easily segment net interest margins by products?
    watch
  • webcast

    Customer Spotlight (Zipcar): Planning for Growth

    Hear how high-growth companies like Zipcar and Adaptive Insights have set up their financial models and KPI dashboards to help their organisations scale effectively.
    watch
  • webcast

    Driving Better Financial Transparency & Accountability for...

    Inadequate financial transparency and accountability can cause havoc for your organisation and negatively impact the causes you serve. Given all this, what can you do to ensure you comply with accounting standards and preserve the trust of your board, employees, and donors?
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  • ebook

    5 steps to better capacity planning for professional services...

    Are you a professional services company that delivers a wide range of services, including IT, consulting, marketing, engineering, and other business services. Read this e-Book and learn the five easy steps to better capacity planning.
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  • BPM Partners rates our CPM solution highly for the mid-market

    analyst-report

    2018 BPM Partners Vendor Landscape Matrix

    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.
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  • webcast

    Your Prescription for a Healthy FP&A Process

    Balancing patient care with managing your costs and margins requires you to regularly plan, model, and report on your changing business. But using Excel to manage these variables is slow, inefficient, and unsustainable. How can you spot the symptoms of an inefficient process?
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  • datasheet

    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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  • datasheet

    Consolidation Datasheet

    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.
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  • datasheet

    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 Insights fulfill healthcare planning and reporting needs.
    Download
  • analyst-report

    Gartner 2018 Magic Quadrant for Cloud Financial Planning and...

    Adaptive Insights recognized a Leader in the Gartner 2018 Magic Quadrant for Cloud Financial Planning and Analysis Solutions Report based on its ability to execute and completeness of vision.
    learn more
  • webcast

    Top-Line: Planning Sales Capacity & Territories

    How accurate is your revenue forecast? Is everyone in the organisation aligned on what it’ll take to get there? What about when assumptions or inputs need to change?
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  • ebook

    5 Costs of Static Planning

    Read this eBook and find out if you are suffering from static planning, a painful and inefficient condition characterised by long planning cycles, short-lived plans, siloed efforts, hard-to-find errors, and never enough time for strategic analyses. But don't worry if you are, because we have the cure!
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  • ebook

    5 Cures for Static Planning

    Static planning processes often lead to static plans, which lack buy-in, are inaccurate, and quickly fall out of date. And those plans can’t serve as the strategic, dynamic management tool you need to drive business success. In this eBook, we present ways to reclaim the time, money, and opportunity you’re losing to static planning.
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  • datasheet

    Business Planning Cloud Datasheet

    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 organisation.
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  • ebook

    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.
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  • webcast

    Revenue Planning for Non-profits

    Ticket sales fuel your mission. And donations breathe life into the causes you serve. With so much at stake, how do you ensure you’re doing revenue planning and reporting the right way?
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  • webcast

    Rolling Forecasts: Clear Skies with a Chance of Change

    Tired of comparing your actuals to an outdated budget? Want to learn a better way to forecast that doesn’t feel like a hurricane of chaos?
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  • datasheet

    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.
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  • ebook

    5 Cures for Static Planning

    Static planning processes often lead to static plans, which lack buy-in, are inaccurate, and quickly fall out of date. And those plans can’t serve as the strategic, dynamic management tool you need to drive business success. In this eBook, we present ways to reclaim the time, money, and opportunity you’re losing to static planning.
    Download
  • ebook

    Shark Tank Strategies for Better Board Reporting

    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.
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  • webcast

    Customer Spotlight: Models & Dashboards Built for Growth...

    Join this webinar to hear how high-growth SaaS companies like Domo and Adaptive Insights have set up their financial models and KPI dashboards to help their organisations scale effectively.
    watch
  • datasheet

    Business Planning Cloud Datasheet

    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 organisation.
    Download
  • webcast

    FP&A Overhaul: Transform your Organisation 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 organisation 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?
    watch
  • webcast

    Non-profit FP&A Overhaul: Transform your Organisation...

    How do you know that the budgeting, forecasting and reporting processes you have in place are serving your mission? Is everyone in the organisation 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?
    watch
  • webcast

    Year-End Close: Don’t Just Survive, Thrive

    Being the first half 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.
    watch
  • webcast

    Break Out of Your Forecasting Silo

    In today’s finance world, forecasting feels like a siloed effort, where you are constantly dealing with multiple sources of truth, causing a lack of confidence in your numbers and yourself.
    watch
  • webcast

    Break Out of Your Forecasting Silo: Secrets to Help You Better...

    For the finance departments of many nonprofit organisations, 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.
    watch
  • ebook

    5 CFO Tips for Better Board Reporting

    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.
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  • Aberdeen Researches Finance Leaders

    analyst-report

    CPM - Beyond Planning, Budgeting, & Forecasting

    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...
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  • webcast

    Big Data and Finance: A Guide for CFOs

    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.
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  • webcast

    Five Ways to Get More from NetSuite with Adaptive Insights

    Are you ready to get more from your NetSuite investment? More than 700 NetSuite customers have partnered with Adaptive Insights to improve their planning and forecasting efforts.
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  • webcast

    Industry Spotlight: Finance Management Best Practices for Non-...

    To attract donors and patrons or satisfy stakeholder requirements (like those for government funding), Non-profit organisations 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...
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  • webcast

    Nonprofit Healthcare Industry Spotlight: Learn How Health...

    Organisations 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...
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  • webcast

    Predicting the Future: Tips for Planning Business Success

    To plan for the future, organisations 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 organisations are overcoming these challenges.
    watch
  • webcast

    SaaS Finance: Get Data to Benchmark Your Sales Organisation

    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 programme to see how companies get the information they need to compete.
    watch
  • webcast

    SaaS Finance: Moving Fast and Staying Nimble

    As a SaaS company ourselves, we know what it's like being on a SaaS finance team; it's an exercise in moving fast and staying nimble to keep pace in a dynamic marketplace.
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  • webcast

    Top Questions CFOs Should Ask Their Teams

    Listen in as Jeff Epstein, Operating Partner at Bessemer Venture Partners and former CFO of several public and private companies, discuss the questions that can help CFOs be more effective leaders.
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  • webcast

    Customer Spotlight: KPI Reporting for PE/VC Backed Software...

    With rising demands for data in growing businesses, CFOs need to consider a new approach to reporting that frees up their finance team’s time to engage in more strategic-tasks.
    watch
  • webcast

    Reporting with Confidence: KPIs and Dashboards

    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 organisation.
    watch
  • webcast

    Reporting with Confidence: Nonprofit KPIs and Dashboards

    With the rising demand for reports, CFOs will need to consider better approaches to reporting; ones that enable finance teams to engage in more strategic tasks.
    watch
  • webcast

    5 Things FP&A Teams Need To Know To Be Ready For ASC 606

    Deadlines around the new revenue recognition changes (ASC 606/IFRS 15) are fast approaching—and many questions about potential impacts and how to prepare for them still remain.
    watch
  • datasheet

    Adaptive Insights for Finance—Enterprise Datasheet

    Read an overview of Adaptive Insights for Finance for large organisations. 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.
    Download
  • webcast

    Creating Compelling Board Reports for Nonprofits

    As a finance leader in a non-profit organisation, 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.
    watch
  • webcast

    Financial Reporting Utopia for Nonprofit Organisations

    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 organisation. Applying these observations can help you alleviate pain points, negotiate pitfalls, and be better prepared for your next monthly reporting cycle.
    watch
  • webcast

    FP&A and Accounting - Working Better Together

    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 finalise the numbers. Sound familiar?
    watch
  • webcast

    How SaaS Companies Build the 2018 Plan

    Finance teams are building their 2018 annual budgets and need better tools to make them easier to prepare as well as to report against in the coming year
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  • infographic

    Infographic: Finance On Board With Automation

    Learn why CFOs are moving full speed ahead with automation, putting themselves and their teams on track to becoming more strategic and agile.
    learn more
  • webcast

    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.
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  • webcast

    Moving Beyond the Numbers: Creating Compelling Board Reports

    If you and your team are forced to spend countless hours consolidating data from multiple sources, you may have little time left for the analysis that could help you tell a compelling story.
    watch
  • webcast

    Planning the Complexities of Multi-Stream Services in...

    Struggling with budgeting, forecasting, and reporting for multilple service lines for your association members? You’re not alone. The good news is there’s a better way: active planning.
    watch
  • webcast

    Put an End to Inefficient Planning

    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.
    watch
  • webcast

    SaaS Benchmarks: The Data You Need

    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.
    watch
  • ebook

    SaaS Growth Survival Guide

    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.
    Download
  • webcast

    Year-End Close: Don’t Just Survive, Thrive

    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.
    watch
  • cfo-indicator

    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 skill sets. Results reveal that CFOs are moving full speed ahead with automation to become more strategic and agile.
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  • webcast

    Kick-Start your Forecasting – FP&A Best Practices

    Move beyond your day-to-day tasks of budgeting, forecasting, and reporting to more high impact activities and processes.
    watch
  • ebook

    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 organisations’ ability to capture profit and grow.
    Download
  • webcast

    FP&A and Accounting - Working Better Together

    Do you find you’re often comparing numbers in your data to ensure everything ties together? Join this webinar to hear a peer-to-peer discussion between FP&A and Accounting.
    watch
  • webcast

    Reporting with Confidence: KPIs and Dashboards

    With rising demand for reports, CFOs will need to reconsider new approaches to reporting that presents a more in-depth view of data to their stakeholders.
    watch
  • webcast

    Moving Beyond the Numbers: Creating Compelling Board Reports

    Conveying the financial state of the business to the Board is more than just numbers; they want to understand the impact and implications of the data you present.
    watch
  • webcast

    Put an End to Inefficient Planning Cycles

    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.
    watch
  • analyst-report

    Gartner 2017 Magic Quadrant Strategic Corporate Performance...

    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.
    learn more
  • cfo-indicator

    CFO Indicator: Race To A Single Source of Truth

    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...
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  • webcast

    Improve Agility with Driver-Based Budgets

    Non-financial information (like up-time, marketing lead volume, or customer satisfaction scores) can have a material impact on the accuracy of an organisation's budget. 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.
    watch
  • webcast

    Telling the Story Behind the Numbers

    As a finance professional, your job is to convey the financial state of the business. But more than that, you need to be able to see past the data and tell the story behind the numbers.
    watch
  • ebook

    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.
    Download
  • webcast

    How Top Companies Reduce the Burden of Financial Reports

    As the pace of business accelerates, many CFOs report their teams can’t deliver information in a timely manner. In fact, 77% of CFOs admit major business decisions are delayed due to not having access to data when it’s needed. Join this webinar as we explore how top companies overcome the time deficits that exist in data collection and corporate...
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  • ebook

    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.
    Download
  • blog-post

    Adaptive Live 2017: It’s a Great Time to Be in Finance

    Adaptive Live is packed with 1,400 finance professionals representing 580 organisations in 35 industries on five continents. And each and every one of them recognises that finance is changing, dramatically and forever: The errors and compromises of static planning are best left where they belong: in the past.
    learn more
  • blog-post

    Planning to Win: MLB Teams Embrace Cloud CPM

    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.
    learn more
  • webcast

    Data and Decision-Making: Translating Qualitative Inputs into...

    The combination of financial & non-financial information (like up-time, marketing lead volume, net promoter or customer satisfaction scores) can have a material impact to the accuracy of financial forecasts and how you work with your business colleagues. But the art of translating non-financial information into forecasts can be challenging if...
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  • datasheet

    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.
    Download
  • cfo-indicator

    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...
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  • webcast

    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 expect the total volume of reports to increase (over the next year).
    watch
  • webcast

    Forecasting for Success: Tips for Developing Effective Models

    No matter how accurate your forecasts, the rigid nature of static forecasts means they quickly become out of date. This leads to missed goals and may encourage sandbagging and other bad habits. Plus, keeping forecasts up-to-date requires professionals like you to spend too much time manually updating information in large spreadsheets which can...
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  • analyst-report

    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.
    Download
  • webcast

    Essential Guide to Virtual Close

    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.
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  • webcast

    Delivering Reports that People Value and Use

    For many finance professionals, reporting is an exercise in frustration. Join this webinar to learn the components of reports and analysis that your business partners will value and use.
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  • webcast

    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.
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  • white-paper

    Why Budgeting Fails.

    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.
    Download
  • webcast

    Improve Your Reporting Process Without More Caffeine

    Another month, another report. Gathering data manually from multiple systems, wrestling with huge & error-prone spreadsheets and investigating plan variances all cost time, resources and caffeine. Throw in ad-hoc requests from line managers and it may seem like there’s no light at the end of the tunnel.
    watch
  • webcast

    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.
    watch
  • Gartner logo

    analyst-report

    Gartner 2016 Magic Quadrant Strategic Corporate Performance...

    Adaptive Insights named a Leader in the Gartner 2016 Magic Quadrant Strategic Corporate Performance Management Solutions report based on its ability to execute and completeness of vision.
    learn more
  • webcast

    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.
    watch
  • datasheet

    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.
    Download
  • datasheet

    Nonprofit Datasheet

    Read about how the Adaptive Suite helps nonprofit organisations keep their finances on track. When maximising every budget dollar matters, a cloud-based corporate performance management solution allows these vital organisations to plan and report on complex operations and project cash flow.
    Download
  • webcast

    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.
    watch
  • white-paper

    5 Secrets to Success With Business Intelligence

    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 organisation.
    Download
  • 451 Research

    analyst-report

    Adaptive Insights makes FP&A process more visual and DIY

    In this report, 451 Research reviews the latest visual analysis and self-service data integration capabilities of the Adaptive Suite and explores its applicability for enterprise customers.
    Download
  • datasheet

    Adaptive SaaS Planning & Analytics

    Learn how Adaptive Insights’ SaaS Planning & Analytics solution enables SaaS companies to plan, monitor, and analyze subscription software and service performance.
    Download
  • webcast

    Mastering Financial Reports: How to Avoid Costly Mistakes

    Join us for an informative webinar to learn steps you can take to prevent mistakes and improve the time-consuming process of financial reporting.
    watch
  • cfo-indicator

    CFO Indicator Q3 2016 Report

    Our CFO Q3 2016 survey explores the increased tracking of non-financial key performance indicators (KPIs) to better measure current and future corporate performance.
    Download
  • webcast

    Building Dashboards that Deliver: 4 Ways to Simplify the...

    Join Adaptive Insights to learn best practices for turning raw performance data into intuitive KPI dashboards.
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  • Forrester Research logo

    analyst-report

    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.
    learn more
  • video

    Entrepreneur Of The Year Awards

    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.
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  • webcast

    3 Easy Ways to Simplify Your Board Reporting

    In this webinar, we will share best practices from other companies who have successfully streamlined their board reporting and increased productivity. Discover 3 steps to free up your resources, automate data collection from multiple sources, and add value through business analytics.
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  • webcast

    3 Easy Ways to Simplify Your Board Reporting - 1

    In this webinar, we will share best practices from other companies who have successfully streamlined their board reporting and increased productivity. Discover 3 steps to free up your resources, automate data collection from multiple sources, and add value through business analytics.
    watch
  • webcast

    3 Easy Ways to Simplify Your Board Reporting - 2

    In this webinar, we will share best practices from other companies who have successfully streamlined their board reporting and increased productivity. Discover 3 steps to free up your resources, automate data collection from multiple sources, and add value through business analytics.
    watch
  • ebook

    The Goldilocks Budget: Best practices for developing a “just...

    Getting to a budget that is “just right” for your organisation 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.
    Download
  • Gartner logo

    analyst-report

    Gartner 2016 Magic Quadrant Strategic Corporate Performance...

    Adaptive Insights named a Leader in the Gartner 2016 Magic Quadrant Strategic Corporate Performance Management Solutions report based on its ability to execute and completeness of vision.
    learn more
  • blog-post

    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...
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  • webcast

    5 Principles of Killer Reports and Dashboards

    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.
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  • webcast

    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.
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  • webcast

    5 Steps to Finding Hidden KPIs You're Missing

    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.
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  • webcast

    5 Tips for Forecasting Success

    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.
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  • webcast

    6 Essential Steps to Build a Modern Finance Organisation

    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.
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  • white-paper

    A Better Way to Forecast

    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.
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  • webcast

    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%.
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  • webcast

    Achieve Flexibility with Driver-based Budgeting

    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.
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  • datasheet

    Adaptive Insights Integration Framework Datasheet

    Read about Adaptive Insights’ full range of integration options to connect your 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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  • white-paper

    Analytics for CFOs

    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.
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  • white-paper

    Art of Quantation

    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.
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  • white-paper

    Budgeting: Seeing the Future

    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.
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  • webcast

    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.
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  • cfo-indicator

    CFO Indicator Report Q3 2015: Strategic CFOs Break Down Silos to...

    More than 70% of CFOs say their teams manage data from three or more sources, raising the stakes for accurate and consistent data. This report details new findings from a global survey of 435 CFOs, who discussed the challenge of breaking down data silos, collaboration across the C-suite, and more.
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  • webcast

    CFO Playbook: 3 Ways to Embrace the Cloud

    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.
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  • white-paper

    Communication by the Numbers

    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.
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  • webcast

    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.
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  • webcast

    Elevate the Role of Finance In Your Higher Education Organisation

    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.
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  • webcast

    Elevate the Role of Finance in Your Nonprofit Organisation

    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.
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  • webcast

    Elevate the Role of Finance in Your Retail Organisation

    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.
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  • webcast

    Essential Guide to Budgeting Success

    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.
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  • infographic

    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.
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  • webcast

    Finish This Year with a Better Budgeting Process

    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.
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  • webcast

    FP&A Best Practices for Biotechnology & Pharmaceutical...

    Learn more about the FP&A best practices for Biotechnology and Pharmaceutical organisations.
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  • webcast

    FP&A Best Practices for Government Organizations

    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.
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  • webcast

    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.
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  • analyst-report

    Gartner: Leveraging CPM Innovation with Leading Trends in...

    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.
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  • webcast

    How Adaptive Uses Adaptive

    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.
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  • webcast

    Improve Your Dashboard and Reporting Process

    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.
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  • webcast

    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.
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  • webcast

    Innovations in Financial Reporting

    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.
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  • webcast

    Innovations in Reporting & Dashboards: Your Keys to Better...

    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.
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  • webcast

    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.
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  • webcast

    Keep Games and Politics Out of Budgeting

    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.
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  • webcast

    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.
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  • webcast

    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.
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  • webcast

    Lessons from the CFO: Thinking Beyond the Numbers

    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.
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  • webcast

    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.
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  • webcast

    Megatrends Impacting Finance in 2015

    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.
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  • webcast

    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.
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  • blog-post

    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.
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  • white-paper

    No Time For Budgets

    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.
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  • webcast

    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.
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  • webcast

    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.
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  • white-paper

    Six Rules for Effective Forecasting

    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.
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  • webcast

    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.
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  • datasheet

    Software and Technology Datasheet

    Learn how software companies streamline planning and analysis with Adaptive Insights. Many software companies are moving away from the traditional software-vendor business model and are becoming business service providers. Adaptive integrates multiple data sources for improved forecasting in a changing industry.
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  • ebook

    Steps to Accelerate the Financial Close: Companies Tin Save Time...

    Steps to Accelerate the Financial Close: Companies Tin Save Time & Reduce Risk
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  • webcast

    Supercharge Your FP&A Process and Tools for Education...

    supercharge
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  • webcast

    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.
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  • webcast

    Technology Webinar Series: How IT Tin 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.
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  • white-paper

    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.
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  • white-paper

    The Velocity of Value

    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.
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  • webcast

    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.
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  • webcast

    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.
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  • webcast

    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.
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  • white-paper

    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.
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  • white-paper

    What-If Analysis and Activity-Based Budgeting

    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.
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  • white-paper

    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...
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  • white-paper

    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.
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  • webcast

    The 7 Costliest Reporting Mistakes

    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.
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  • analyst-report

    Gartner 2015 Magic Quadrant for Corporate Performance Management...

    Find the best corporate performance management applications that empower executives and company leaders with strategic insight. A Gartner report analyzes CPM processes and product vendors, noting that Adaptive Insights ranks high in customer satisfaction, ease of implementation, software offerings, and visionary mindset.
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  • video

    Adaptive OfficeConnect Overview

    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.
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  • blog-post

    CFO Indicator Q1 2015: The Evolution of the CFO

    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.
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  • infographic

    Pioneering the Path to Revolutionize Finance

    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.
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  • blog-post

    Common Characteristics of the Most Impactful Software Companies

    Adaptive Insights CEO Tom Bogan explains what it takes to build a truly relevant software company, and details the common characteristics of the most impactful businesses.
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  • blog-post

    How Modern CFOs Make the Most of their Financial Metrics

    Adaptive Insights Founder and Chairman Rob Hull explains how today's CFOs can maximise the value of financial data to lead strategic decision-making.
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  • blog-post

    Lessons Learned in Building Best-in-Class Channel Partnerships

    Adaptive Insights SVP International Sales and Global Channels Carolee Gearhart reflects on the lessons she's learned throughout her career when it comes to building business relationships.
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  • blog-post

    The Many Faces of the Modern CFO

    Adaptive Insights Founder and Chairman Rob Hull discusses the many roles and responsibilities of the modern CFO when it comes to corporate performance management.
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  • video

    Adaptive Insights Customer Highlights Testimonial

    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.
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  • datasheet

    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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  • datasheet

    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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  • datasheet

    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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  • datasheet

    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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  • datasheet

    Financial Services 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.
  • datasheet

    Nonprofit Datasheet

    Read about how the Adaptive Suite helps nonprofit organisations keep their finances on track. When maximising every budget dollar matters, a cloud-based corporate performance management solution allows these vital organisations to plan and report on complex operations and project cash flow.
  • datasheet

    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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  • webcast

    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.
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  • video

    Adaptive Consolidation Overview

    Learn about the robust capabilities of Adaptive Consolidation. Dramatically reduce manual processes, accelerate accurate financial results, streamline allocations, and more—all in real time. Since Adaptive Consolidation is part of the Adaptive Suite, take your close the extra mile with powerful reporting and analytics.
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  • video

    Adaptive Discovery Overview

    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 Discovery makes it simple to create and deliver dashboards, drill down into data, and even perform what-if analyses on the fly.
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  • video

    Adaptive Live 2015 Conference Highlights

    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.
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  • video

    Adaptive Planning Overview

    An overview of Adaptive Planning
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  • video

    Adaptive Suite Overview

    See how Adaptive Suite accelerates your business performance on all fronts. Established on a cloud-based platform, the Adaptive Suite 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.
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  • webcast

    Demystifying Cost and Implementation Challenges

    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.
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  • webcast

    Don’t Be a Prisoner to Spreadsheets

    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.
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  • webcast

    Doubling Down on Improving Your FP&A Process for Retailers

    Doubling Down on Improving Your FP&A Process for Retailers
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  • webcast

    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.
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  • webcast

    Effective CPM: Integrating Finance and Operational Planning

    Effective CPM: Integrating Finance and Operational Planning
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  • webcast

    Elevate Your Reports & Dashboards to New Heights

    Elevate Your Reports & Dashboards to New Heights
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  • webcast

    End the Data Debate: Accelerate Planning & Reporting With...

    End the Data Debate: Accelerate Planning & Reporting With Single Source of Truth
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  • video

    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.
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  • webcast

    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.
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  • datasheet

    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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  • webcast

    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%.
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  • webcast

    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.
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  • webcast

    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.
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  • video

    Lead with Confidence

    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.
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  • video

    Managing Growth with Revenue Planning and Analytics

    Andrea Smith, director of worldwide product support at Adaptive Insights, speaks at an Adaptive Roadshow event about finance best practices for managing growth.
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  • datasheet

    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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  • datasheet

    Reporting & Analysis Datasheet

    Get an overview of Adaptive Planning and Adaptive Consolidation capabilities. 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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  • video

    Taking the Lead in Finance Transformation

    Learn more about the growing strategic influence of the finance organisation. 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.
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  • video

    Taming Your Consolidated Financial Close

    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.
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    analyst-report

    2015 TrustRadius Product Report: Adaptive Insights

    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.
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  • webcast

    3 Easy Ways to Simplify Your Board Reporting

    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%.
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  • webcast

    5 Reasons to Think Beyond Spreadsheets

    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.
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  • webcast

    5 Tips to Making Rolling Forecasts a Reality

    5 Tips to Making Rolling Forecasts a Reality
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  • webcast

    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.
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  • datasheet

    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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  • datasheet

    Dashboards and Analytics Datasheet

    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.
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  • webcast

    Double-Down on Improving Your FP&A Process

    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.
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  • webcast

    Finance's Secret Weapon: Revenue Planning

    Finance's Secret Weapon: Revenue Planning
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  • white-paper

    Get IT Right—Or Get Left Behind

    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.
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  • white-paper

    How to Avoid Three Costly Reporting Mistakes

    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.
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  • datasheet

    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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  • webcast

    Profitability Analysis Optimization

    Access best practices and design recommendations that optimise your Adaptive Planning model for robust profitability planning, reporting, and analysis across any dimension in your organisation.
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  • white-paper

    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.
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  • webcast

    Take the Pain Out of Financial Consolidation

    Take the Pain Out of Financial Consolidation
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  • ebook

    The Path to Reporting Nirvana

    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.
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  • webcast

    Tips and Tricks for Accurate Forecasts

    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.
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  • webcast

    Top 5 FP&A Best Practices for Higher Education

    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.
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  • webcast

    Top Financial KPIs that Matter for Healthcare

    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.
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  • webcast

    Top Financial KPIs that Matter for Insurance

    Top Financial KPIs that Matter for Insurance
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  • webcast

    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.
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  • datasheet

    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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  • webcast

    Use Dashboards & Analytics for Business Services

    Use Dashboards & Analytics for Business Services
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  • white-paper

    Using Scenarios to Plan for Tomorrow

    Using Scenarios to Plan for Tomorrow
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  • white-paper

    Accelerating Productivity and Profit Through Effective Planning

    Accelerating Productivity and Profit Through Effective Planning
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  • white-paper

    Minding the Analytics Gap

    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.
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  • white-paper

    Reinventing the CFO

    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 Tin Transform their Roles and Add Greater Value.”
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  • white-paper

    The Changing Manufacturing Landscape

    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.
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  • white-paper

    Turn Your Budgeting Process Upside Down

    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.
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  • white-paper

    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.
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  • white-paper

    What the Best CFOs Do Better: Secrets for Smarter Decision-Making

    Finance chiefs offer a unique perspective in their organisations 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.
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  • datasheet

    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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  • webcast

    Cloud Computing for Real-World Finance

    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.
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  • white-paper

    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 organisation.
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  • webcast

    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.
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  • webcast

    Stay on Top of Your FP&A Game

    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.
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  • datasheet

    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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  • video

    Financial Consolidation without the Hassle

    Learn about the challenges CFOs are facing and how Adaptive Consolidation can improve collaboration, reporting, and finance processes in your organisation. Adaptive Consolidation produces presentation-quality reports, runs with real-time data, and offers self-service reporting capabilities.
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  • webcast

    Managing the Revenue Lifecycle with Planning, Reporting, and...

    Managing the Revenue Lifecycle with Planning, Reporting, and Analytics
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  • webcast

    Planning for People-Centric Organizations

    Planning for People-Centric Organizations
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  • webcast

    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, utilisation, and margins.
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  • webcast

    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 maximise 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.
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  • webcast

    Staying Ahead of the FP&A Curve

    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.
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  • webcast

    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.
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  • ebook

    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 labouring 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...
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