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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  • What do embedded analytics offer that only your software application vendor can truly understand? When analytics are integrated in everyday financial processes and workflows, users can work smarter and more efficiently in the applications they rely on every day. This is especially important for finance, sales, and HR teams that need timely visual and interactive […]

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Adaptive Insights
Adaptive Insights
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  • Now more than ever, forward-thinking CFOs rely on data-driven insights to make key decisions about their company’s performance and growth. However, these insights are only as good as the numbers that support them. The more accurate and complete your data is, the sounder your business decisions. That’s where a single source of truth enters the […]

Adaptive Insights
Adaptive Insights
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  • There’s a quiet revolution occurring in FP&A. Finance professionals are ditching their back-office stereotypes. They are collaborating more, generating faster, more relevant insights, and playing a more visible role to develop strategy and deliver better results. And they are asking questions—plenty of them—as they work to learn and develop best practices at their organizations. I […]

Adaptive Insights
Adaptive Insights
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  • Last week, we posted our Top Ten Most Popular Blogs of 2017. Today, we present our choices for the top 10 FP&A stories published by 3rd party outlets. From the growing move toward making finance a strategic business partner to the challenges of addressing new revenue recognition standards, FP&A managers and practitioners had plenty on their […]

Adaptive Insights
Adaptive Insights
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  • 2017 was a busy year for the Adaptive Insights blog. From the latest news, trends, and best practices to lessons learned from everyday FP&A people, we covered a lot of ground in our goal to provide unique perspectives on the modern finance function. But before we open our arms to welcome 2018, we wanted to […]

Adaptive Insights
Adaptive Insights
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  • Disruption is a popular buzzwords, and it shows no signs of slowing down in 2018. No matter how long companies have been in business, many claim that their technology, platform, or business will completely disrupt whatever industry it’s in. That’s all well and good. But what most organizations should disrupt are their budgeting processes. Here […]

Adaptive Insights
Adaptive Insights
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  • Growth is expected in every business. But today’s investors, boards of directors, and CEOs are no longer satisfied with regular growth. They want scale. Many finance departments, however, were not built with scalable business processes in mind. Relying on spreadsheets and manual processes, they can only collect and aggregate data. That’s not always a problem […]

Adaptive Insights
Adaptive Insights
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  • If a picture is worth a thousand words, what is one chart worth? For some CFOs, as they head into 2018, 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—and making sense of—more and more […]

Adaptive Insights
Adaptive Insights
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  • Companies often spend weeks or months developing an annual plan or budget, but by the time they’re finished, the market has changed and the budget has become obsolete. There’s a better way: rolling forecasts. What is a Rolling Forecast? Instead of being once-a-year exercises, rolling forecasts happen on a regular cadence. Unlike budgets that may […]

Adaptive Insights
Adaptive Insights
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  • Struggling with a comprehensive view of your company’s financial picture is not a good thing—especially when you manage more than $310 billion in financial assets. That’s the situation NorthStar Financial Services Group found itself in before turning to Adaptive Insights. Today, the private equity firm has a single, up-to-date source of financial reporting within Adaptive […]

Adaptive Insights
Adaptive Insights
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  • What’s up with all the chatter about automation and artificial intelligence (AI) being job destroyers? Take the often-cited Oxford University study, for example. It suggested that 47% of people employed in the U.S. are at risk of being replaced by machines, and 35% of jobs in the U.K. may similarly be threatened. Hitting even closer […]

Adaptive Insights
Adaptive Insights
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  • Say you’re in the middle of an enterprise resource planning (ERP) platform change or upgrade. And during that often-lengthy process (the average ERP platform takes 18.4 months to implement), you may find yourself wanting to modernize your planning and reporting processes. But should you? Should you wait to fix FP&A while your ERP platform is […]

Adaptive Insights
Adaptive Insights
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  • No doubt about it, we live in a future straight out of the Jetsons. Self-driving cars? Check. Robots to do my vacuuming? Check. Smartwatches? Check. The only thing still missing is my personal jetpack and weekend vacations to the moon. A guy can dream, can’t he? But despite living in a bright and shiny future, […]

Adaptive Insights
Adaptive Insights
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  • When it comes to ROI, who better to explain the value realized than the actual customer? Take Steven Priscott, for example. He’s the CFO of Sift, one of the UK’s leading digital media experts. “Adaptive is absolutely the right solution for us,” said Priscott. “It helped us to eliminate many repetitive tasks, giving our finance […]

Adaptive Insights
Adaptive Insights
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  • Excel is awesome. There, I said it! Let the record show that I use Excel, and I have for as long as Excel has been Excel. In fact, I may have one of the oldest spreadsheets in existence. In the early ’80s, I started keeping my running log on VisiCalc, then migrated it to Lotus […]

Adaptive Insights
Adaptive Insights
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  • Today’s CFOs are being pulled in all directions. And in the competitive biotech and pharmaceuticals sector, finance leaders are stretched especially thin. According to a 2016 EY survey, life sciences organizations—including biotechnology, pharmaceutical and medical technology firms—are placing greater operational demands on their CFOs than companies in other sectors. Watch the webcast, “FP&A best ...

Adaptive Insights
Adaptive Insights
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  • The way I see it, FP&A is playing a new role at many organizations these days—bridge builder. Specifically, bridging the gap between FP&A and other business partners and internal teams. I recently wrote about how FP&A can take steps toward becoming a trusted member of the management team. Along those same lines, another key relationship […]

Adaptive Insights
Adaptive Insights
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  • Analytics is arguably one of the top tools driving business today. As the discipline matures and technology advances, many companies are finding analytics to be an absolute necessity to better gauge a wide range of factors that directly affect their business—from customer demand to weather patterns. But is finance at the center of the analytics […]

Adaptive Insights
Adaptive Insights
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  • Now this is what ROI looks like: Saving more than $40,000 a year by deploying the Adaptive Suite. That’s just one of the business benefits Quidel gained when it embarked on the first leg of its finance transformation journey. The medical company eliminated its outdated spreadsheet- and Prophix-based financial planning and forecasting tools, replacing them […]

Adaptive Insights
Adaptive Insights
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  • 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
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  • Most businesses today know that their financial reporting is not as good as it should be. Yet many are slow to take action to correct it. The reasons are many, chief among them: other priorities. If you’ve put improving reporting on your “back‐ burner” wish list, don’t worry. I’ve identified four easy steps that can […]

Adaptive Insights
Adaptive Insights
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  • The software as a service (SaaS) business model requires the integration and coordination of far more operations than traditional software models. R&D, sales, marketing, customer success, finance, and operations all need to work together to produce profitable unit economics, which are the basis of a successful SaaS company. The annual budget process is a methodical […]

Adaptive Insights
Adaptive Insights
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  • Imagine you’re at a restaurant with friends. You order a small salad, while your companions choose the most expensive items. You would probably ask for separate checks, since splitting the bill evenly would be an inaccurate way to allocate expenses. The same goes for your corporate accounting. You can’t simply allocate indirect and shared expenses […]

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