Adaptive Insights, Inc., formerly Adaptive Planning, Inc., is a privately held software as a service company headquartered in Palo Alto, California founded in 2003. Its software allows companies to collaboratively plan and model, access real-time analytics, streamline financial reporting, and accelerate financial consolidation.

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Adaptive Insights
Adaptive Insights
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  • “If you can’t measure it, you can’t manage it.” That’s become classic management advice for a reason: Tracking business performance is a critical first step to improving it. It also aligns with a question I’m frequently asked: What are the right things to benchmark against? Use these three sets of KPIs But while it’s critical […]

Adaptive Insights
Adaptive Insights
Blog Post
  • At Boston’s Logan International Airport, travelers are greeted by a permanent display of 49 developments representing four centuries of breakthroughs whose origins can be traced to Massachusetts. The array of innovations is staggering—from the microwave oven to infant formula and a newfangled game first known as “Basket Ball.” For finance professionals, one of these displays […]

Adaptive Insights
Adaptive Insights
Blog Post
  • How does a highly effective finance team take control of complexity and fragmented information? They start by building common standards that help employees across the company integrate information in an efficient way to deliver a single version of the truth. Like many streamlined practices, the idea of common FP&A metrics seems simple—but simple isn’t necessarily […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Over the past two years, we’ve surveyed nearly 3,500 CFOs to better understand key issues impacting their roles and their views on technologies, process, and data. While each survey has yielded interesting insights, one common theme continues to emerge: Today’s CFO faces more challenges than ever before due to an increasing need for greater business […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Your first spreadsheet is probably a memory to be treasured. But many FP&A professionals can’t think beyond the spreadsheet. Instead of developing other financial analyst skills, they spend time honing their ability to work wonders with Excel. Pivot tables, named ranges, array formulas, and every keyboard shortcut known to humanity—all the secrets of Excel become […]

Adaptive Insights
Adaptive Insights
Blog Post
  • How does a highly effective finance team take control of complexity and fragmented information? They start by building common standards that help employees across the company integrate information in an efficient way to deliver a single version of the truth. Like many streamlined practices, the idea of common FP&A metrics seems simple—but simple isn’t necessarily […]

Adaptive Insights
Adaptive Insights
Blog Post
  • If a picture is worth a thousand words, what is one chart worth? For some CFOs, the answer is potentially millions in revenue, increased influence in the boardroom, and a fast track to the CEO position. Here’s why: Finance teams are being tasked with processing more and more data. In fact, according to our Adaptive […]

Adaptive Insights
Adaptive Insights
Blog Post
  • As just about any finance professional knows, there’s a huge need for FP&A teams to become more strategic partners to the business. When we surveyed more than 300 CFOs for a report on how FP&A can play a broader role in guiding corporate planning and performance, 75% said they wanted their teams to have a significant […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Berkhamsted Schools Group is one of Britain’s leading independent education establishments, with 475 years of history and tradition. Frustrated with the inability to run forecasts more than once a term in Excel, the school turned to Adaptive Insights. In this ROI Spotlight, we show how Berkhamsted transformed its finance function with a modern, cloud finance […]

Adaptive Insights
Adaptive Insights
Blog Post
  • If it feels like all eyes are on you, well, you’re probably right. Whether you’re at a major organization or a small business, stakeholders across all departments and levels look to the finance function for measures that will help them understand their future performance and set goals and strategies. FP&A teams stuck using static planning […]

Adaptive Insights
Adaptive Insights
Blog Post
  • If your organization’s finances are keeping you up at night, you’re not alone. Many nonprofits are trying to tackle issues like inadequate cash flow, incomplete or untimely financial reporting, and a general skepticism about the accuracy and consistency of financial data. Many times the cause of these problems is not obvious, and like a nagging […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Here’s a Zen koan for you: If data isn’t accurate, is it still data? Clearly, the answer should be no. But for too many finance departments, inaccurate or incomplete data is business as usual. And it’s not as if CFOs are unaware of this. According to the Adaptive Insights CFO Indicator Report Q3 2015, 65% […]

Adaptive Insights
Adaptive Insights
Blog Post
  • The simple spreadsheet has become such a ubiquitous tool in the finance world that you probably don’t even notice it anymore. All those cells, sheets, and formulas have become familiar friends. As finance junkies ourselves, we get it. However, the fact is that Excel is a twentieth-century tool that doesn’t meet the needs of a twenty-first-century […]

Adaptive Insights
Adaptive Insights
Blog Post
  • It’s been a few months since our annual Adaptive Live event in San Francisco, but my finance team and I continue to reap benefits from the experience. “Live,” as we call it, brings us face-to-face with our customers for several days of learning, networking, and recognition. We aim to provide a valuable experience for those […]

Adaptive Insights
Adaptive Insights
Blog Post
  • It’s probably safe to say that if you’re reading this, your business depends on NetSuite ERP. You’re not alone: As the No. 1 cloud ERP solution, NetSuite is used by more than 40,000 organizations around the world. But when it comes to FP&A, the power of NetSuite isn’t always enough. CFOs and their teams often […]

Adaptive Insights
Adaptive Insights
Blog Post
  • The benefits of driver-based planning—an approach that links financial forecasts to operational activities—are indisputable. Unlike old-school, static plans, driver-based forecasting deepens transparency into operational drivers of performance and encourages collaboration with business stakeholders by producing plans that are laser-focused on the metrics that actually matter. And make no mistake: ...

Adaptive Insights
Adaptive Insights
Blog Post
  • Faced with regulatory uncertainties, growing demand, fluctuating costs, and fierce competition, those who run a hospital or healthcare system face a job that is as demanding as managing even the most complex corporate business. That’s why more and more healthcare CFOs rely on cloud-based financial software to increase access to timely and accurate financial information. […]

Adaptive Insights
Adaptive Insights
Blog Post
  • We all know the methods used to create favorable departmental budgets and forecasts. Managers ask for more than what’s required with the hope of agreeing on the budget they actually want. Junior managers promise unprecedented results in exchange for executive support and an investment in their new ideas. And, of course, the seasoned, senior managers warn of significant consequences to the […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Predicting revenue, especially in software-as-a-service businesses, can be tricky. Sales reps play a critical role in closing deals and so are considered a key driver of bookings. Therefore, sales staffing, productivity, and turnover matter—a lot. Despite this rather obvious reality, many companies forecast in some parallel universe where staffing is 100 percent and every salesperson […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Many times we see clients struggle to create reports that pull the correct data from their accounting system or corporate performance management solution. The data has been loaded into the system correctly, but building queries or reports by hand can cause headaches if data is suddenly coded to new GL accounts or new departments that […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Thinking of finally moving away from your spreadsheet-based, static planning environment toward one that’s continuous, comprehensive, and collaborative? If so, you’re probably wondering how to take that important first step. Because on a journey this important, first steps matter. That’s why we’re making it easy with our 2017 Finance Leadership Series: The Road to Active […]

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