Adaptive Planning Software


 

Adaptive Insights is a cloud-based financial management reporting solution. It features ad-hoc reports, collaboration, data visualization, sales and financial reports within a suite.

Adaptive Insights offers self-service reporting, which allows users to combine data from multiple sources, perform analyses and schedule reports. Users can also publish reports in popular formats such as Microsoft Excel and PDF files.

The solution features online analytical processing which enables users to host their analysis operation in the cloud. Users can upload data to the cloud and can access reports online, eliminating the need to run SQL queries.

Adaptive Insights includes a drag and drop interface to customize reports based on different fields. The solution offers online support to all customers during business hours and also offers documentation and webinars for training. 

 

Adaptive Planning - Excel download
 
  • Adaptive Planning - Excel download
    Excel download
  • Adaptive Planning - Financial analysis
    Financial analysis
  • Adaptive Planning - General ledger
    General ledger
  • Adaptive Planning - Multiple devices
    Multiple devices
  • Adaptive Planning - Reporting
    Reporting
  • Adaptive Planning - Travel expenses
    Travel expenses
Supported Operating System(s):
Web browser (OS agnostic)

82 Reviews of Adaptive Planning

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Christy from Workfront
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

June 2017

June 2017

I don't use it as often as I need to.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

Tracking salaries and department budget.

Pros

I find it hard to navigate. Not the user friendly tool I was hoping for. I don't go in and use it as much as I should because it is difficult to get comfortable with it.

Cons

Navigation through the tool. It doesn't make sense to me. Perhaps I need to have more access rights.

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
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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

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Value for Money

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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

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Customer Support

Value for Money

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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
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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

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Value for Money

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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

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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

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Value for Money

Ease-of-use
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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
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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

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Value for Money

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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
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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

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Value for Money

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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

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Value for Money

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Value for Money
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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

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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
 

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
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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
 

Kevin from Zscaler

November 2016

November 2016

Adaptive Insights is a powerful tool to manage your business that remains easy to use

Ease-of-use

Functionality

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We evaluated many of the SaaS software options available before settling on Adaptive Insights (Host Analystics, Anaplan, Tidemark, etc). None of them matched the value, ease of use, and results of Adaptive.
If you are looking to move away from spreadsheets and have one source for your financial data and reporting data, I highly suggest looking into Adaptive Planning. It has all the features you would expect in your financial tool and they are constantly upgrading and adding addiitonal features. Customer support has been excellent and they actually seem to care about their customers. Highly recommended!

Source: Capterra
 

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

November 2016

November 2016

Powerful software, makes life easier, business insights more accessible

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

I have previous experience using Hyperion, Peoplesoft, and Microsoft Excel to create and maintain financial models. As flexible as regular spreadsheets are, it was always hard to get everybody on the same page, referencing the same numbers, using the same version. I have been using Adaptive Planning for about 1.5 years now, with about 1 year as a systems administrator for the product. FP&A has truly become simplified. This tool has saved hours upon hours every month, as well improved accuracy and timeliness of reports. This allows us to function better as a business unit, and make more proactive models and decisions. My one gripe with Adaptive is their customer support. I have had a hard time getting several issues resolved in a timely manner. Nonetheless, I would highly recommend Adaptive to anybody stuck in "spreadsheet land"--there really is a better way.

Pros

One source for all models and reported numbers. Interconnected data makes it easy to see the full effect of any changes, large or small.

Cons

Customer support needs to work on responsiveness.

Source: Capterra
 

Sean from CDMS
Number of employees: 10,000+ employees Employees number: 10,000+ employees

November 2016

November 2016

Proactivity over Reactivity

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Value for Money
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Support

Our initial implementation was rough. Our 3rd party consultant tried to fit our unique companies into their cookie-cutter implementation package and it didn't work out. Since rebuilding on our own, we have a model that works well for our family of companies and we are able to continually improve in conjunction with frequent Adaptive Suite upgrades and continued learning.

Pros

Ease of use, customer service.

Cons

Web reporting

Advice to Others

A good implementation will save you an incredible amount of time, money and headaches. Once off-the-ground, Adaptive Suite can enhance all of your business processes and decision making.

Source: Capterra
 

Carrie from SAIT Polytechnic
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2016

October 2016

Improved Reporting

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Our Budgeting and Forecast process has significantly improved and can be identified through the additional value added to each of our departments through customized, timely, accurate and flexible reporting. Additionally our Financial Analysts (system end users) have increased their capacity to provide more in-depth timely analysis to the organization and their support department especially with the drill down capabilities and customizing reports.

Pros

The System is easy to use, developer friendly and customizable

Cons

Reporting functionality within the system could be enhanced. We currently use templates created in excel to house formating or additional formulas that are not available in Adaptive but are requried for our reporting.

Source: Capterra
 

Steven from GWSF
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

October 2016

October 2016

Adaptive Planning eval

Ease-of-use

Functionality

Product Quality

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Value for Money

Ease-of-use
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Value for Money
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We use Adaptive Planning as our primary Budgeting and Forecasting system. Many of the functions are intuitive, but requires some time to get comfortable with the many functions that are available. I would not recommend the native reports, as they are difficult to generate quickly and easily without formal training. But their Office Connect add on tool is a nice enhancement to have to generate more custom reporting and also provides some degree of automation once the linked cells are set up properly.

Pros

The software behaves like a specialized version of Excel, however is limited in other areas that requires data to be exported into Excel to analyze more extensively.

Cons

The native reporting is not that easy to use, would prefer better canned reporting functionality.

Advice to Others

The software requires some consulting to setup and training to get the administrators familiar with all the functions.

Source: Capterra
 
 
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