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Improve Your Dashboard and Reporting Process

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

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    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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    Evariant Customer Testimonial

    Evariant’s enterprise platform delivers analytics to healthcare and hospital systems, but the company desired similar insight into its own financial performance. With the Adaptive Suite, Evariant gained visibility through revenue forecasting, what-if scenarios, and other custom reporting features.
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    Lincoln Child Centre Customer Testimonial

    Bay Area nonprofit Lincoln Child Centre desired a nimble approach to its financial management. Quick reporting processes in Adaptive Planning delivered immediate financial insight into the organisation, empowering leaders to confidently make decisions that ensure financial viability of the nonprofit’s mission.
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    MAX Credit Union Customer Testimonial

    At MAX Credit Union, the lengthy process to create financial reports took time away from analyzing data. High-quality reports built in Adaptive OfficeConnect allowed for deeper data analysis and fueled a greater ability to describe the data rather than just looking at extensive spreadsheets and numbers.
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    Teachscape Customer Testimonial

    Michael Bright, director of FP&A at Teachscape, describes how the company gained more confidence in the accuracy of its financial processes with Adaptive Insights. The assurance in the data and source integration sparked more in-depth reporting, including complex scenario planning, for a more complete view of the company.
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    Fairfield Residential Customer Testimonial

    At Fairfield Residential, the revenue reporting process left little time for data analysis. The property management company desired a financial performance solution that could bridge that gap. With one click in Adaptive OfficeConnect, Fairfield Residential quickly produced high-quality reports to glean actionable insights.
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    Perion Network Customer Testimonial

    Perion needed to reach new levels of automation and productivity across its finance and management teams to perform deeper analysis of the business. The intuitive interface of the Adaptive Suite put dynamic reporting and performance tracking dashboards at the fingertips of Perion’s decision-making teams.
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    Western Container Customer Testimonial

    When Western Container sought to refresh its outdated financial management, the bottling manufacturer knew it needed a solution that quickly and accurately adjusts to changing business needs. The various reporting capabilities in Adaptive Planning, part of the Adaptive Suite, delivered the strategic insight required for growth.
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    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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    Brightway Customer Testimonial

    Tim Lash, director of business analytics at Brightway Insurance, reveals how dashboards and forecasting via Adaptive Insights delivered key visibility into new markets. Disrupting the traditional insurance agency model required dynamic, in-depth reporting. Adaptive provided strategic insight and confidence in decision-making.
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    Engine Garden Customer Testimonial

    Rick Smith, manager of FP&A at Engine Garden, shares how Adaptive Insights spurred analytic innovation in the accounting process. It’s more than managing data. It’s about gleaning insight. Adaptive Insights transformed the Engine Garden finance team into a proactive partner that guides the company towards achieving a strategic vision.
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    San Francisco Ballet Customer Testimonial

    Kim Ondreck Carim, CFO at San Francisco Ballet, discusses the transformation of the finance executive's role using Adaptive Insights. Instead of serving as a tactical scorekeeper, CFOs like Carim can deliver strategic insight into the financial challenges of nonprofits while uploading quality of the arts. Adaptive put data in a new light.
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    Sift Customer Testimonial

    Steve Priscott, CFO of U.K.-based media and advertising company Sift, shares how Adaptive Insights contributes to more strategic and organic growth across an organisation. Improved accuracy and faster reporting processes removed number-crunching grunt work, enabling the finance team to get more involved with business decisions.
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    Thiess Mining Customer Testimonial

    Ben Wiley, manager of mining technology and innovation at Thiess, shares how Adaptive Discovery dashboards monitor equipment performance around the clock. Within seconds, dashboards drill down into millions of records by specific metrics and reporting dimensions, thus fueling effective decision-making in real time.
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    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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  • Bonneville International

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    Bonneville International Customer Testimonial

    Bonneville International CFO Kent Nate and Director of Business Systems, Analytics and Revenue Service Timothy Swift discuss how the Utah-based radio and television company streamlined its processes through Adaptive Insights, fueling a smarter, faster, and more efficient use of data to monitor programming and ad revenue.
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    Clarabridge Customer Testimonial

    Bas Brukx, CFO of Clarabridge, describes how Adaptive Insights expanded financial visibility and empowered decision-making across the organisation. Clarabridge successfully tapped into new markets by confidently creating accurate international expansion models in Adaptive Insights' software. Dynamic reporting enabled strategic analysis.
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    Engineers Australia Customer Testimonial

    Melissa Sutcliffe, national manager of finance at Engineers Australia, reveals how business managers gained more control and visibility in budgeting processes after implementing Adaptive Insights. The increased ownership and accountability led to “wow moments” for budget managers, transforming budgets into an exciting process.
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    Glu Mobile Customer Testimonial

    Todd Robinson, senior manager FP&A at Glu Mobile, describes how Adaptive Insights provides the right mix of value, speed of implementation, and ease of use compared to other forecasting applications, like SAP or Hyperion. As a self-described "serial Adapter," Robinson has repeatedly turned to Adaptive Insights throughout his career.
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    kCura Corporation Customer Testimonial

    Todd Bailey, controller at software developer kCura, shares how Adaptive Insights improved visibility into the financial impact of its growing operations. Adaptive Insights software pulled together the main drivers of revenue, and tracking those KPIs in one place delivered a much-needed big-picture view of the organisation.
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    Lunds Customer Testimonial

    Gwen Hendrickson, finance director at retail grocer Lunds, explains how Adaptive Insights enables the organisation to track wage and benefits increases for non-union and union employees, as well as quickly report how bargaining agreements impact the bottom line.
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    NorthStar Customer Testimonial

    Andrew Rosenberg, financial analyst at NorthStar, shares how Adaptive Insights met the needs of the financial services firm, including revenue planning and what-if scenarios for its diverse holdings. The dynamic reporting capabilities allowed for more time analyzing data, shaping NorthStar as it moves forward.
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    Blurb Customer Testimonial

    Gene Domecus, COO at Blurb, shares how dynamic reporting capabilities in Adaptive Insights increased visibility into business decisions and created a more integrated and intuitive financial process. Data contained in a single source of truth permeated all operating metrics, ensuring accuracy and reporting consistency.
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    Boston Scientific Customer Testimonial

    Mark Powers, finance manager at Boston Scientific, explains how Adaptive Planning enabled quick, on-the-fly decision-making and scenario planning through self-service reporting. The finance team evolved from a transactional role into value-added, strategic partner by illustrating the impact of key business drivers.
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    California Academy of Sciences Customer Testimonial

    Stacy Robson, director of finance at California Academy of Sciences, describes how Adaptive Insights technology made it easier to collaborate data across the organisation, deliver timely reports, and pinpoint key drivers that move the nonprofit forward.
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    Hightail Customer Testimonial

    See how Adaptive Insights’ planning tool gives Hightail senior financial planning manager Tammy Bieter and her team the time—sometimes with just the touch of a button—to move beyond merely reporting on the numbers to analyzing what the numbers mean.
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    Lytro Customer Testimonial

    See Dan Morgan, vice president of finance at Lytro, talk about his “addiction” to Adaptive Planning, and how the planning tool whittles down the time it takes him to forecast from days to just minutes.
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    Montclair State University Customer Testimonial

    Brian Teets, financial systems manager at Montclair State University, discusses how the robust reporting capabilities in Adaptive Insights have allowed the university to be nimble, which is necessary for university budgets that rely on the state's budget.
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    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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    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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    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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    Adaptive Planning Overview

    An overview of Adaptive Planning
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    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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    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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    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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    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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    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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    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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    Arizona Cardinals Customer Testimonial

    Justin Saltzman, accounting manager with NFL football team Arizona Cardinals, discusses how financial reporting through Adaptive Insights improved collaboration among budget managers. Increased visibility into departments gave the executive management team a better and more informed snapshot of the organisation.
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    Gentiva Customer Testimonial

    Brandon Ballew, senior vice president of operational finance at Gentiva, describes how branch managers struggled to make business plans in Excel or Hyperion—but creating a flexible model in Adaptive Insights allowed branches to focus on quality patient care because financial statements “take care of themselves."
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    Rimini Street Customer Testimonial

    Don Sherwood, senior director FP&A at Rimini Street, discusses how replacing Excel spreadsheets with centralized reporting in Adaptive Insights allowed for flexibility in a changing marketplace. Accurate visibility into financials helps managers respond to new opportunities and grow their business.
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    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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