Adaptive Discovery Software


 

Adaptive Discovery from Adaptive Insights is a cloud-based visualization platform with drag-and-drop design that allows end users to create visualizations without the need for IT resources. The solution can incorporate data from company’s CRM, financial, payroll or operations systems and information can be broken down by a specific range of time.

Adaptive Discovery offer dashboards that enable users to customize their views and settings with different key indicators for various departments. They can also drill down segment data by specifics, such as customer, product, vendor, or geographic region. Once Adaptive Discovery is connected to the data sources, charts and graphs can be updated in real time.

Adaptive Discovery is compatible with any browser on Macs and PCs. The solution can be used in industries such as healthcare, pharmaceuticals, biotech, education and nonprofit. There is also an app for phones or tablets. Support is available via email, phone and through an online ticket submission.

 

Adaptive Discovery - Company summary
 
  • Adaptive Discovery - Company summary
    Company summary
  • Adaptive Discovery - Revenue
    Revenue
  • Adaptive Discovery - Sales
    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

150 Reviews of Adaptive Discovery

 

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Software Advice Reviews (38)
More Reviews (112)

Showing 1-20 of 38

Igor from SteelKiwi Inc.
Specialty: Software / Technology
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Pretty flexible and adaptive

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Adaptive is a good substitute for the good old Excel. While it may automate most of the manual work, Adaptive has a quite a room for improvement and I am very hopeful they will continue to get better.

Pros

Adaptive Insights allows to effectively manage both actual data and budget data in one place. Interactive dashboard and data visualization provide real time metric. Another good feature is that it allows collaboration on projects across various departments of the company.

Cons

There were issues with foreign currency conversions that just shouldn't be there in this type of software. It also uses Java which sometimes gives inconsistent user experience (or just won't respond) depending on the browser used and the version of Java installed. The security permissions for users were also not very intuitive to set up.

Review Source
 
 

Veena from Ford
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Nice Forecasting tool

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

Adaptive planning is a great forecasting tool for accounting and it provides multiple ways or scenarios to see the project status and to decide upon.

Cons

The software is good but have issues with its responsiveness and some glitches while pulling the data from the excel and converting them.

Review Source
 
 

Jarred from Luckett & Farley
Specialty: Architecture
Number of employees: 51-200 employees Employees number: 51-200 employees

March 2018

March 2018

Great Analytics Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I would recommend this product hands down over the competitors.

Pros

Full-featured software with all the bells and whistles. It has unlimited flexibility in reporting and analysis options. The reporting features are extremely easy to use, and they can be customized and shared with ease.

Cons

Requires a lot of training to use, but it's worth it in the long run. The software is expensive, and it does require assistance with implementation since there is so much to do to get it up and running.

Review Source
 
 

Chris from Kroc Center
Specialty: Other
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2018

February 2018

Great tool of value!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

User friendly and adaptable. Will help keep you organized and get the job done. Budgeting and forecasting creation was excellent. Helped with a focus on KPI's and benefitted from building dashboard. Great experience with customer service. Very friendly and quick to respond.

Cons

Set up took awhile. Slight learning curve. At times page loading slow. As a netsuite user I have had data integration issues. Adaptive did its job. No other complaints.

Review Source
 
 

Lauren from appneta
Specialty: Software / Technology
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2018

February 2018

Direct Integration with netsuite

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

- direct integration with netsuite
-ease of use once established
-maintains various types of data including personnel information and financial reporting

Cons

- inability to run reporting on one entity (only runs in consolidation)
- inability to modify reports without creating a new report
- functionality to drill into detail is hit or miss

Review Source
 
 

Samuel from Instructure.com
Specialty: Education
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

February 2018

February 2018

Super fast and easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I have been in FP&A for for 5 years and have become somewhat versed in different systems and adaptive has been the best. Super fast updates with the ability to create different forecast scenarios.

Cons

Some of its features don't work on Macs, but otherwise nothing to serious here.

Review Source
 
 

Michael from Finance
Specialty: IT
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2018

February 2018

Planning and forecasting made easy.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The ease of creating forecast versions provides a quick way to develop multiple scenarios during the forecasting process.

Cons

The performance, in terms of responsiveness, in rendering of the sheets and reports, is quite slow. Also, setting up model account calculations, is not as easy.

Review Source
 
 

Maria from Verizon
Specialty: Other
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

February 2018

February 2018

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.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

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.

Cons

Reporting functionality within the system could be enhanced. The native reporting is not that easy to use, would prefer better canned reporting functionality.

Review Source
 
 

Tim from Instructure
Specialty: Software / Technology
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

February 2018

February 2018

I love using Adaptive compared to the other systems I've used

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It is a great system and the company is putting a lot of work into the product.

Pros

I like how it is easy to use and that they thought of the things that we really need to do our job. It looks good and works.

Cons

They have an excel add in you can use and I love it. I allows you to use excel to pull data from the system and make your own reports. However, there are sometimes glitches so that's annoying.

Review Source
 
 

Tyler from Ncontracts
Specialty: Software / Technology
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2018

February 2018

Quick results with an intuitive design

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This is a very robust software, that allows a strong look into the performance of your Company. The software has changed the way we are able to analyze our business.

Pros

I love the adaptability and ability to gain access to various information. It has allowed much greater access to analyzing our Key Performance Indicators.

Cons

For items that are not uniformly put into our accounting system, there are some workarounds needed to figure out how to display the correct data.

Review Source
 
 

Michael from The Triple-I Corporation
Specialty: Software / Technology
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2018

January 2018

Active Planning as it's finest

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The one the fly budgeting and forecasting is top notch. It's powerful and makes planning for financial future not nearly as painful as it needs to be.

Cons

It takes a little time to become well versed with the product. The fact that it is so robust and powerful makes it overwhelming, but once you learn the platform, you'll appreciate how robust it is.

Review Source
 
 

Bart from CPA Firm
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

User friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Very useful product. Depending on business needs it provides the extent of capabilities to manage and govern your business both operationally and financially

Cons

The reporting side is a little light for my needs. I like flexibility in customizing my reports to my needs.

Review Source
 
 

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.

 
 
 
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Showing 1-20 of 112

Alissa from Fisen Corporation

May 2018

May 2018

Forecasting made easy!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
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Value
Support

We were able to better forecast for a large multi affiliate company.

Pros

I love that Adaptive Insights made forecasting so easy. I liked that we could have every department contribute to the forecast and have it all roll into one easy to read report.

Cons

I don't like that changes didn't update in real time, but rather after a refresh. I believe you can have it refresh often so it can be close to real time.

Review Source: Capterra
 

Dan from ACWA
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Awesome tool for budgeting and forecasting. We don't even maximize the product and still love it!

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

The ability to ditch Excel for our annual budget process

Pros

The ability to track payroll, depreciation, and other "sheets" to roll up in the data. Also, we load actuals from our G/L to help with forecasting. Overall, an awesome product.

Cons

Not to much to say here, but there are some complex formulas that need to be written at times. Need to be very careful the data is pulling from the proper sheets when creating a new version(s).

Review Source: Capterra
 

Chris from Transactis Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

Robust FP&A software. Implementation is costly and seems cumbersome.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
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Support

Ability to see important financial data necessary for accurate forecasting and budgeting.

Pros

The NetSuite integration, and the connector to MS office applications to automatically update decks is excellent.

Cons

Setting up reports initially can be time consuming, and requires a lot of assistance from the vendor.

Review Source: Capterra
 


May 2018

May 2018

While good, I wish it drilled down lower

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

It aids in our budgeting process

Pros

Adaptive is helpful for accounting and P&L statements from a big picture standpoint. When you need to see your overall profit or revenue statements, it's good. When you need to drill down to find exactly what's in each cell, it becomes much harder.

Cons

I wish more users could access it for our work group. We have additional users that need to have access for budgeting purposes, but it is cost prohibitive to add them on to the package.

Review Source: Capterra
 

Jared from Civic & Social Organization

April 2018

April 2018

Good tool

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 seems to be adaptive from the free trial. Good forecasting based on revenue and expenditure. You can easily customize and the options to import and export is pretty easy. You can easily export to excel.

Cons

Little bit of a learning curve but once you get it, you got it! It's fairly difficult to get set up and get it going but when that's done, it's easy.

Review Source: Capterra
 

Claire from CEO

December 2017

December 2017

Better visualization of KPIs using Adaptive Discovery

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 ease of learning it - very easy for anyone to pick up and quickly create dashboards and other visual indicators of KPIs

Cons

It can sometimes run very slowly - when making a change to the dashboard/metric, you have to refresh and it takes a long time to load

Review Source: Capterra
 

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.

Review 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.

Review 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.

Review 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

Review 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.

Review 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.

Review 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.

Review 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.

Review 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.

Review 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.

Review 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.

Review 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

Review 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.

Review 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

Review Source: Capterra
 
 
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