Adaptive Discovery Software


 

Adaptive Discovery from Adaptive Insights is a web-based visualization platform with drag-and-drop design that allows end users to create new visualizations without the need for additional IT resources.

This solution can incorporate data from a company’s CRM, financial, payroll or operations systems, and information can be broken down by a specific range of time.

Multiple dashboards and perspectives provide users with the tools to customize their views and settings with different key indicators for various departments. Drill down options segment data by specifics, such as customer, product, vendor, or geographic region.

Once Adaptive Discovery is connected to the data sources of choice, charts and graphs can be updated in real time. Adaptive Discovery is compatible with any browser on Macs and PCs.

There is an app for phones or tablets, which can be accessed in real time.

 

Adaptive Discovery - Company summary
 
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    Company summary
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    Revenue
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    Sales
  • Adaptive Discovery - Operating expenses
    Operating expenses
  • Adaptive Discovery - Working budget
    Working budget
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

131 Reviews of Adaptive Discovery

 

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Software Advice Reviews (26)
More Reviews (105)

Showing 1-20 of 26

Flavio from Embraer Aero Seating Technologies
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

Good product ignore you are a serious user.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Extremely flexible planning and reporting tool. Requires good knowledgeable about (I) the business, (ii) company's finance and accounting practices and (iii) ERP and ancillary systems.

 
 

Daniel from Invoca, Inc
Specialty: Software / Technology
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

Great software once you learn how to use it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I've been using Adaptive for about 6 months now. I'm using a model that was created by my predecessor, so I had to learn how things were set up by them. Once you get the hang of it, it's not a bad tool to use, but it's not always intuitive. I think I would have a better time if I had implemented the original model myself, but I'm getting used to it. They recently moved away from Java based reporting, which has improved the reporting system interface.

Pros

Create as simple or as complex models as you desire.
Custom reporting
Roadmap with new features coming in 2017

Cons

Not excel based
Complicated variables and formulas

 
 

Stephen from NCR
Specialty: Other
Number of employees: 10,000+ employees Employees number: 10,000+ employees

November 2016

November 2016

AI Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This tool enables the user easily develop (with minimal time) a nicely tailored template for what-if and Actual situational planning, forecasting and reporting of a variety of metrics. Project / performance management is assisted greatly through liberal use of intuitive dashboards and analytical tools.

Pros

> Strong, secure environment - clearly developed with an appreciation of how to treat company sensitive data.
> Appropriate security levels are easily established and maintained.
> Cloud-based connectivity is the only way to go - AI does a nice job of leveraging this platform.

Cons

> Some effort is required for setup as programming keys are built on a one-by-one basis and thus training is essential for the new user.
> From an international perspective, the consolidation of multiple currency / FX data needs additional development.
> MS Office connectivity is too limited and the user is tempted to use other sw apps where integration is superior to AI architecture.

Advice to Others

Don't try to 'boil the ocean' initially. Suggest a slow build up as the user learns how the software strengths and limitations with a complex project.

 
 

Shivakshi from GlobalLogic
Specialty: Engineering
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

November 2016

November 2016

Adaptive Insights

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

There is nothing else out there that is even close to Adaptive Insights. Perfect solution for planning, consolidations, reporting and analysis. Nobody else is even close to it. Appropriate for multiple users, in multiple locations and security is of major concern as the security provided by them is amazing.

Pros

User Friendly.
Amazing user interface.
Simple and very poewrful.
Amazing customer support.
Data Integration.

Cons

Cost is high.

 
 

Ankit from McKinsey and Co
Specialty: Consulting
Number of employees: 10,000+ employees Employees number: 10,000+ employees

November 2016

November 2016

Great Tool in the Consulting Industry

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

AI provides cost-effective consolidation of accounts across departments and even companies. It ensures that latest data is available across networks, which remains secure and is easy to manage and generate reports. The main advantage is that it develops continuously on a large user base and the backend support is always on their toes to improve the functionality of the system to better suit the business it is set up for. The time required to set it up initially is totally worth it as it offers unparalleled performance later. Another advantage is that it is really easy to track changes and thus makes it a viable tool for audit purposes. It has the capability to connect to multiple data sources and generate front end user reports.
Making changes in the system, later on, can be a little expensive so a proper analysis of the requirements initially is very important. Apart from that it is a must have software in your toolbox.

Pros

Great support

Cons

Changes in system are expensive

Advice to Others

Highly recommended for all types of industries.

 
 

Adarsh from Tata Consultancy Services
Specialty: Consulting
Number of employees: 10,000+ employees Employees number: 10,000+ employees

November 2016

November 2016

Review of Adaptive Insights

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Adaptive Insight is an amazing software which comes with a lot of features integrated to it. They do have an amazing customer support team which is always there to solve your problem. Though the price of the software is little high apart from that it is perfect, can't think of any other con.

 
 

Sahil from GS E&C
Specialty: Engineering
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2016

November 2016

One of the best reporting tools available in the market

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Adaptive Insights is an excellent tool for maintaining data as it allows for entries in the system through just an internet connection without the need of a VPN. The administrator can set up different levels of security in order to protect the information, thus maintaining the confidentiality of data. It is definitely better than most of the other management software's available owing to its dynamic response to data and reporting capabilities.

Pros

1. Access to the sensitive information like employee salaries and the management criteria's are limited to authorized people.
2. Only needs an internet connection to access information on the system.
3. Minimal involvement of IT Department in setting up the system after the environment, so the system maintains the security of sensitive information.

Cons

1. There should be an improvement in the consolidation of data involving multiple currencies.
2. It takes some time to set up the environment as programming formulae have to be one by one and so it requires training at the initial level.
3. The connectivity of MS Office is still limited and there are some other software's which offer better integration.

Advice to Others

I believe the limitations of the software should not prevent the use of the software in any business setup. It still is one of the best tools which handles information very efficiently and can also be accessed remotely. Thumbs up from me.

 
 

Sanchit from Siemens
Specialty: Engineering
Number of employees: 10,000+ employees Employees number: 10,000+ employees

November 2016

November 2016

Adaptive Insights: Forecasting tool true to its name

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Adaptive is a much better tool than Excel in handling data as time is not wasted in linking different spreadsheets and validating versions. It is easier to implement throughout the organization so that managers and employees can log in to check the status. It makes the process of monthly forecasting easy and this we can focus on analyzing the results rather than spending time in gathering data in Excel.

Pros

1. Adaptive can link to Office Connect and users can remotely connect to the system without the need of a VPN.
2. What-if scenarios help the managers to design systems which give it a strong forecasting ability.
3. It offers a dynamic interface and offers a cloud access by means of which people can enter data from anywhere and trends are visible dynamically.

Cons

1. It requires quite a bit of practice to be proficient in the use of Adaptive. So, it takes some time to be an efficient user of the software.
2. The graphics are not that great, so you might an additional software to get presentable results.
3. Monthly forecasting is the lowest level of forecasting that we can see which limits its use to an extent if businesses want to see more detailed forecasting.

Advice to Others

I would recommend Adaptive to organizations which require a decent level of monthly forecasting and does not require high-level graphics in the results. It is an efficient tool for budgeting and is a much better tool than excel.

 
 

Srajan from Tata Consultancy Services
Specialty: Consulting
Number of employees: 10,000+ employees Employees number: 10,000+ employees

November 2016

November 2016

Review of Adaptive Insights

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Adaptive provided the FP&A a great tool for planning and reporting purposes. Reporting is a breeze with Template and set up sheet. Collaboration is super easy when there are multiple people can work on the same version at the time. We really enjoy the flexibility and independence that this cloud based system provides. Not to mention the fact that you never have to worry or implement a new version, it's always maintained in the cloud.

 
 

Prabhdeep from Capgemini
Specialty: Consulting
Number of employees: 10,000+ employees Employees number: 10,000+ employees

November 2016

November 2016

Perfect Software.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The implementation is very quick and easy. We were up and running in a matter of weeks. The system is easy to use and change. Great connectivity with our accounting system. This is a great tool for handling the budgets for multiple companies. We really enjoy the flexibility and independence that this cloud based system provides.

 
 

Mannat from Lime Tree
Specialty: Engineering
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2016

November 2016

Review of Adaptive Insights

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Best part about this that you don't need to maintain finances anymore (it is automatic). I love that it can be completely customized for the unique details of our company.

Pros

Cloud based.
Easy to change functionality.
Easy to use and update and many more.

Cons

Product is very costly as compared to others.

 
 

Nilesh from New York University School of Engineering
Specialty: Education
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2016

November 2016

Review of Adaptive Insights

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Adaptive Insights is very scalable and very easy to use. Customization is very easy and easy to build reports. You can design whatever you imagine and without IT help. The what-if scenarios capability is one of its major strengths.

Pros

Very easy to use and update.
The flexibility is amazing

Cons

The multi-currency functionality needs some improvement.

 
 

Scott from Hudson
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2016

October 2016

Very good tool

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Significant upgrade from spreadsheets. Improved budgeting process and provided useful reports.

Pros

Fairly intuitive

Cons

Generating reports required some training.

Advice to Others

For larger organizations it is worth the cost.

 
 

Gino from PHEMI Systems Corporation
Specialty: Software / Technology
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2016

October 2016

Time Saver

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Although it takes some dedicated time and experience to set this product up I would say it is the top time saving piece of software I have ever used. I was able to setup our company plan with limited assistance from Adaptive. The assistance I did receive was top notch and always available with short advance notice. I opted to use a Adaptive consultant and deal with her on the phone.
The product has been nothing but a time saver. It pays for itself many times over on a monthly basis. Being a startup I am constantly running new spins and versions of the budget and there is no way I could run as many scenarios using just excel. Days worth of work are reduced to hours. Like I said, it pays for itself many times over. I currently run a static budget and forecast on a monthly basis. I also run a one year rolling forecast that I will easily roll into my 2017 budget at year end. I would not hesitate to recommend this product to any of my fellow finance professionals.

Pros

Easy to run scenarios. Copy the forecast and make changes as necessary. Reporting is a breeze and no problems to do all kinds of variance analysis.

Cons

It's complicated to get up and running. You need a dedicated resource to take the time to learn the product. I would say my biggest issue is the weak help manuals.

Advice to Others

Buy it without thinking. You will never regret your decision. Dedicate a resource to the product to learn it. I'm obviously a fan and so would you be if you didn't have to work long nights and weekends spinning excel spreadsheets and chasing broken links.

 
 

Brad from Decker Truck Line, Inc.
Specialty: Transportation

September 2016

September 2016

Very good product.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

Very knowledgable and showed us numerious demos. The sales staff did an excellent job.

Likes Least

Little more expensive then we thought. There are other products out there that are cheaper, but we felt this was the best product for what we are trying to get done.

Recommendations

This should help your budgeting process. There is a night and day difference in this product than just using Excel.

 
 

Matthew from GK Horizons
Specialty: Software / Technology

August 2016

August 2016

Easy-to-use, finance owned, superior to Excel. This must be reviewed.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

It is easy-to-use so we don't need any expensive technical people to maintain it. Our management and finance team own the entire solution. It is also very scalable from small organisations to large multinational multi-billion dollar revenue organisations. Scalable in the context of - price, performance, functionality and integration.

Likes Least

A few months ago I would have said the reliance on Java, but that has now been removed. It's happy days for us Adaptive customers.

Recommendations

Look at the heritage of the company to determine the guiding principles and future direction of the company. Also ask to see the solution administration functions. Some companies will offer a free POC or Trial using customer data. They go away set it up, play it back to you. This is done deliberately to hide the complexity and difficulty in setting it up. Customers are then left with a solution that is set up but they are reliant on technical people to maintain it going forward.

 
 

Aaron from Kindred Healthcare
Specialty: Healthcare / Social Services

April 2015

April 2015

My AI Experience

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The product is easy to use and easy to adapt to new demands. As we continue to learn more about how we can use this product, the work I do compiling data has been decreasing and the time I can spend actually analyzing the data increases!

Likes Least

I would like the reporting of this product to be more robust. It can take a long time to build a report the way you would like it to look and the options for formatting it quickly are limited.

Recommendations

Before you can give a fair recommendation of this product you need to work with someone who can explain its full potential. My company was using it at first for just budgeting, but now I am using it for some monthly analysis and reporting and it works great.

 
 

Irene from Gentiva Health Services
Specialty: Healthcare / Social Services

March 2015

March 2015

Budget Model

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Simplicity, ease of use. It is easy to navigate. The feel is more like Excel. The reports are also easy to build.

Likes Least

Speed seems slow at times. I also would like to have a dedicated representative from AI to our account.

Recommendations

Make the model as simple as possible. The application doesn't seem to handle a large quantity of data very well.

 
 

Rick from Engine Yard
Specialty: Software / Technology

March 2015

March 2015

Adaptive Insights - Planning and Discovery

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

AI allows for you to build a highly customized model for real-time scenario planning, forecasting and analysis of not only financial metrics, but on the overall operation as well. Through intuitive dashboards with visual analytics that provide drill down capabilities, users can easily participate in complete performance management. The software has allowed finance to become a strategic partner with the rest of the operation.

Likes Least

I have not found anything negative about this solution.

Recommendations

Be organized with your implementation. While your model can (and will) change over time, being organized upfront will allow for an easy transition.

 
 

Kevin from Gentiva Health Services, subsidiary of Kindred
Specialty: Healthcare / Social Services

March 2015

March 2015

Full implementation of Adaptive Planning with great results

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Adaptive Insights is a great company to work with. They're responsive and treat their customers great. Their customer support is one of the best I've ever worked with. The product itself was very simple to use, but very powerful. We were able to create very complicated models but keep it simple enough for our end users to understand and interact with.

Likes Least

We've had several acquisitions and re-orgs over the last few years, and changing the structure is pretty labor intensive.

Recommendations

Spend a lot of time planning your implementation. The actual set up itself doesn't take long, but you want to make sure you have everything set up at the beginning so you don't have to waste time adding things later.

 
 
 
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Showing 1-20 of 105

Nick from Benchmark
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

August 2017

August 2017

Adaptive has created a tool that is easy to use and provides value almost instantly.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I love the ease of creating a budget and the ability to quickly create a new forecast. Adaptive has created a formula wizard that is similar to excel, which makes it easy for excel based planners to easily adapt. Adaptive also has an excel interface for reporting, OfficeConnect which makes reporting even easier. They have also created an upload feature to easily maintain your hierarchy, dimensions and attributes. For a company as large as ours it makes the maintenance of the system easier.

Since Adaptive is Cloud based there is no sharing excel files. I can work with anyone in my organization from anywhere and we are all able to access the same file. Since everything is housed in Adaptive we are able to collaborate easier and make better decisions.

Cons

There is always room for improvement and Adaptive is always listening to its customers. There are some features that make reporting a little clunky, rollups. They recently updated the reporting tool within Adaptive, but it doesn't seem as user friendly as the older version. Hopefully over time it will be easier to use.

Source: Capterra
 

Melanie from Museums and Institutions

July 2017

July 2017

Good basic functionality for financial planning & reporting

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Pros: ease of use in that the software is cloud-based. It was also relatively easy to implement with approximately 50 users. Good customer support.

Cons

Cons: sometimes pages take too long to load, which is frustrating to users. But otherwise there are few complaints.

Source: Capterra
 

Zachary from Consol Energy

July 2017

July 2017

Adaptive Insights is a powerful, impactful, and affordable FP&A software solution

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The software has amazing customization capabilities in the implementation phases. In addition, many reconciliation routes are available to ensure data and structures are input correctly.

Intuitive reporting and excellent data visualization significantly impact financial decision making, resulting in higher levels of confidence and transparency throughout the forecasting process.

Cons

Some idiosyncrasies required rework or reformatting of data in the implementation phase. Also, access/roles could be more customizable.

Source: Capterra
 

Billy from UC Davis

June 2017

June 2017

High learning curve; good product for reporting and planning

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

it could integrate with database, and have live data. It has feature like discovery to produce dashboard. Has regular new features rolled out.

Cons

the setup takes a long time, and it is not very good for non-profit. lack of update/training for customer to learn new features

Source: Capterra
 

Joshua from First West Credit Union
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

June 2017

June 2017

Easy to implement, ongoing support, frequent updates to make experience better

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Dynamic planning, scenario analysis, administrative time reduction

Pros

The quick time to value. Out of the box we were able to get immediate value, and over time we have been customizing our experience to our unique business needs.

Cons

A little bit rigid sometimes. There are a few simple functions that are possible, but require workarounds that are not really intuitive.

Source: Capterra
 

Matt from Instructure

June 2017

June 2017

Overall positive

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Version control is extremely important in FP&A. I love how easy is it to control our docs and to see when changes have been made.

Cons

The modeling aspect can be a bit challenging. I often times find it easier to work out of excel when working with heavier modeling.

Source: Capterra
 

David from Digicert
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2017

May 2017

Easy collaboration while building out the year's model was key to improving our efficiency.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Faster build and modify time of my model. Easier buy in from contributors to the model because they had access to build their part directly in the system.

Pros

Easy to gather, audit, and lock down inputs from key contributors. It was also very easy to create multiple versions and scenarios.

Cons

Struggled a little to get it to connect the way we wanted with our ERP, but that had to do with both sides. Not just Adaptive. It also does take a little time to understand how to build things out.

Source: Capterra
 

Jason from Instructure
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

May 2017

May 2017

Adaptive is easy to use and has lots of functionality that scales with your business.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Fantastic planning capabilities that is live with our business. It changes as the business changes and is not static.

Pros

Ease of use is my favorite thing about the software. It is super easy to use and training new employees is a breeze.

Cons

Our adaptive administrator sometimes struggles with the data integration from netsuite in some instances.

Source: Capterra
 

Samuel from Instructure

May 2017

May 2017

The fastest updating planning software available

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I love how quickly one single change flows through all our financial statements and reports and views.

Cons

Our customer service has been a little spotty, but the software is awesome enough that I would still recommend it.

Source: Capterra
 

Sandy from Mitchell International
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

May 2017

May 2017

Adaptive is a must-have for any FP&A department!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

FP&A responsibilities - specifically budgeting and forecasting but also building out models and creating new versions for our analysts to use.

Pros

It has made our budgeting and forecasting process much better. We save so much time with our forecasts, which allow us to spend more time updating them meaningfully every month.

Cons

I would love to see Adaptive connect with Salesforce behind the scenes. At the moment we have to reconcile the variances between the two manually monthly.

Source: Capterra
 

Michael from Circor
Number of employees: 201-500 employees Employees number: 201-500 employees

May 2017

May 2017

Awesome product for a great value. Takes budgeting and forecasting to a new level.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

There are several benefits from using this software. The biggest benefit is that once your initial model is built you get stability compared to doing your forecast in spreadsheets. When we used spreadsheets most of our time was spent making sure formulas were correct and that there were no bust in the model. With Adaptive, you have confidence that once you test your formulas you can add/takeaway/and modify data and your calculations will work. The other benefit is that if you have a champion and insist that new data be loaded as soon as possible you always have a good/latest view of what the company expects. By doing this forecasting becomes built into your processes and not the annual/quarterly drag that the organization dislikes. Information is kept in a nice concise format that is easy to read.

Pros

The product if very adaptable. We recently went through a sell process where we were sold by a public company to a private equity firm and back to a public company within a two and half year period. Adaptive was very key to providing the analysis and financial information required for the sell process. While with the private equity firm we changed to a fiscal year but they required us to report both fiscal and calendar year numbers. We also had to push the various EBITDA adjustments back into the financial statements for comparative purposes. I also like the customer service and the fact that Adaptive pushes out a couple of major releases each year to add new functionality requested by the user community.

Source: Capterra
 

Frank from Mitchell International
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

May 2017

May 2017

Adaptive is overall a great tool. I'd like to see the UI improved to be more on par with new tech.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Makes my job a lot easier. I was able to distil the core KPIs of my business and report on those instead of simple reporting top-line and bottom-line without strong data behind these numbers

Pros

Good versioning and flexibility
Import/Export is simple
Easy to collaborate
Nice customization options

Cons

User interface is frustrating and dated
Lack of simple undo
Cell history should save information from prior versions

Source: Capterra
 

Tim from Instructure
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

April 2017

April 2017

Has been a refreshing system to use compared to its competitors

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I recently started at a company that has Adaptive Insights and it is way better than the system I was using at my last company. It has worked great and has been awesome for different scenarios. There are little to no glitches that I have found. It's about time that there is a system like this.

Pros

I like how you can do different scenario very easily. I like how it is clean and user friendly. I like how it helps you build a driver-based forecasting model that helps inhibit accountability.

Cons

I wish when you are comparing different scenarios you could do 12 months of scenario then see the other one but it compares it right next to the other month.

Advice to Others

I have really enjoyed using this software. It keeps everything neat and organized.

Source: Capterra
 

Sandra from ElectriCities of North Carolina, Inc
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2017

April 2017

Flexible, User Friendly Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our Finance team switched to Adaptive Planning from another software that was very inflexible and required both outside consultants and house IT staff on a regular basis. Adaptive Planning was a very smooth implementation. It allows great flexibility in your planning models without the heavy reliance on consultants and IT. The ad hoc reporting and additional benefit of Office Connect have been very valuable in our planning processes.

Pros

Flexible, cloud based, user friendly

Source: Capterra
 

Steven from Instructure

April 2017

April 2017

Adaptive Review

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

Adaptive has been very helpful for our finance org. We are able to use adaptive for a single source of knowledge that can be accessed across the company at any point in time. While we are currently using it only within our finance org, I can see the potential to use it across departments. The software is very easy to use to view different facts and scenarios. The exporting ability through office connect has been amazing as well.

Source: Capterra
 

Melissa from ncr

March 2017

March 2017

Customer support only one star as haven't had to use this yet.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Initially, when first using the application I found the ease of use to be quite daunting. however using it everyday you quickly start to reap the benefits of Adaptive. This application is used by many different groups in my company for planning, budgeting, outlooking and reporting.

Source: Capterra
 

Panagiota from CEO
Number of employees: 201-500 employees Employees number: 201-500 employees

March 2017

March 2017

Adaptive (Non-Profit)

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are implementing Adaptive planning and forecasting in order to automate the process of quarterly forecast and connecting a complicated expense driven model along with Grant Management. Although it is complicated to set up, the end result is value for money.

Pros

AUTOMATIONS AND DASHBOARD

Cons

COMPLICATED TO SET UP

Advice to Others

You have to dedicate an experienced analyst in order to be successful.

Source: Capterra
 

georgeta from Integramed Ameridca
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

February 2017

February 2017

flow and transparency for FP&A

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've been using Adaptive since 2011, and I am fully satisfied with the Adaptive suit. Every year they are improving and developing the suit of services and product. I might be biased but the ease of use of the platform is really what's important for me. The flow and transparency of the data is equally important. I don't think I could be as good as I am when it comes to FP&A and reporting if it wasn't for using Adaptive.

Pros

everything- ease of use

Cons

none

Advice to Others

n/a

Source: Capterra
 

Nick from Computer Services Inc.

December 2016

December 2016

Adaptive Discovery Highs and Lows

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Discovery is a great visualization tool that allows for quick analytics. There are still constraints on user friendliness and errors. Once Adaptive Insights fixes all the current glitches to include, scheduled snapshot errors, and load times to name a few. It's great to use when it is working efficiently.

Pros

Visual.

Cons

Glitches.

Source: Capterra
 

Jose from Northstar Anesthesia
Number of employees: 201-500 employees Employees number: 201-500 employees

November 2016

November 2016

If you are not using Adaptive Planning, you should be.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are in the process of completing our rollout and implementation of Adaptive Planning within the organization and the feedback has been great. Not only has the FP&A team been able to streamline their work, they have been empowered to offer more in terms of custom requests and shorter lead times.

Pros

The ease of use and ability to work from any device.

Cons

The reports need work and better support for custom formulas.

Advice to Others

Just dig in and you will see the benefits!

Source: Capterra
 
 
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