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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  • Time-consuming. Error-prone. Impossible to scale. Imagine those words anchoring an ad for a planning platform. Would you use it? No, thanks. And yet, those are the complaints of many still using Excel-based planning processes in spreadsheets today. But if you’re growing rapidly and trying to build an organization that can scale, spreadsheets won’t take you […]

Adaptive Insights
Adaptive Insights
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  • Global data management provider MongoDB had one of the most highly anticipated initial public offerings (IPOs) of 2017. MongoDB deployed Adaptive Insights for Finance around the time of its filing to give the company an automated financial planning system that could keep up with the rapid pace of business. However, sales planning—in particular territory planning—remained […]

Adaptive Insights
Adaptive Insights
Blog Post
Adaptive Insights
Adaptive Insights
Blog Post
  • Forecasting used to be a nightmare at NeighborWorks America, a nonprofit focused on affordable housing and community development. Getting data from multiple sites and departments meant the FP&A team would be flooded with Excel spreadsheets. They’d spend weeks manually consolidating, dealing with version control, and trying to verify data accuracy. Often, there was little time […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Imagine standing in the middle of a large, crowded ballroom. You can hear the murmur of a thousand voices. But rather than follow those hundreds of conversations, all you can hear is noise. Sure, you might catch a word or two, but the gist of any one conversation is too difficult to follow. In a […]

Adaptive Insights
Adaptive Insights
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  • The best things happen unexpectedly. That saying couldn’t be more true today, as we announced a definitive agreement with Workday, Inc. to be acquired. While this wasn’t quite the way we imagined we would become a public company, I truly couldn’t be more thrilled for our customers, our employees, and our partners. We have been […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Financial planning is never a simple process. But in an unpredictable business landscape, finance teams often find themselves struggling to predict a foggy future. The complications of external business and financial risks From sales revenues to resource requirements, FP&A teams need sound and valid business information to create accurate and actionable financial projections. But the […]

Adaptive Insights
Adaptive Insights
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  • 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
  • Driver-based planning can be a game-changer for your organization—but only if everyone is in on the game. So, yes, it’s smart to be thinking about how you can encourage buy-in for driver-based planning to assure that you reap the maximum benefit of the approach. There are some specific steps you can take to improve your […]

Adaptive Insights
Adaptive Insights
Blog Post
  • By 2020, hybrid enterprise resource planning environments—combining on-premises and cloud solutions—will be the norm, according to PwC research. That’s not surprising to us, as we’re seeing this among large customers that are moving their planning to the cloud while keeping legacy on-premises systems for ERP and more. Why are enterprises choosing Adaptive Insights for large-scale […]

Adaptive Insights
Adaptive Insights
Blog Post
  • If you’re not thinking of planning as a strategic advantage for your business, then you’re not viewing it in the right light. Because more and more, business planning needs to be comprehensive, accurate, and insightful. The quality of your business planning is so vital that it can spell the difference between success and failure. Planning […]

Adaptive Insights
Adaptive Insights
Blog Post
  • In a town built on chance, there may be only one sure thing in all of Las Vegas: Adaptive Live 2018. This is the event you’ve been waiting for: 1,500 industry professionals gathering to reach the ultimate planning destination—a place where everybody plans. Join us next week for two days of training and another two […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Many finance leaders feel more comfortable with an empty spreadsheet than a blank notebook. But in today’s data-deluged world, every CFO needs to be a storyteller who injects meaning into numbers. This holds especially true at corporate board meetings, when the directors—who probably aren’t involved in the company’s day-to-day operations—require fewer data points and a […]

Adaptive Insights
Adaptive Insights
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  • If you’re driving on the highway and your dashboard lights come on, you know you’ve got a problem: The engine’s overheating. Your tire pressure is low. You need to get gas. Financial performance dashboards can work the same way. They are sensors. With the right software support, dashboards can offer real-time, easy-access insights that highlight […]

Adaptive Insights
Adaptive Insights
Blog Post
  • The 80-20 rule—that 20% of your activity accounts for 80% of your results—holds true for so many aspects of life. In finance, a common variation on this time-tested rule has long held that 80% of your time is spent on manual and mundane tasks, which leaves just 20% for analytics and generating high-value insights. And, […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Ivanti unifies IT and security operations to better manage and secure the digital workplace. The company employs 2,000 people who work in 36 offices across 23 countries around the world. With more than 25,000 customers, Ivanti powers the IT behind some of the biggest and best companies in the world. Recently, Ivanti’s fast-growing global sales […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Many finance teams consider board reports the most challenging type of report that they put together. And, in many ways, it’s because board members want so much more than numbers, such as nonfinancial information and customized analysis. Standard slide templates and data charts may satisfy most board members. But to really dazzle them—and establish the […]

Adaptive Insights
Adaptive Insights
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  • Every successful journey has to begin with a clear vision of where you want to go. No one knows this better than world-renowned adventurer Rex Pemberton, our guest keynote speaker for Adaptive Live 2018. As our customers map their own journeys to advance the role of finance from crunching numbers to developing strategy and shaping […]

Adaptive Insights
Adaptive Insights
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Adaptive Insights
Adaptive Insights
Blog Post
  • Change is a constant in business. To keep up, everyone must get better at navigating it. And that takes a plan. Today, planning is not just limited to execs or even to finance. It’s fundamental to every type of organization. That includes large enterprises as well as SMBs and nonprofits. Within those organizations, every function […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Who doesn’t like free? But when it comes to free, there’s always some kind of catch, particularly in the software industry. The idea of getting free software has been compared to getting a free puppy. The analogy goes something like this: One day outside of the grocery store you stumble upon a litter of free […]

Adaptive Insights
Adaptive Insights
Blog Post
  • It’s intern season. Managers throughout Silicon Valley (and well beyond, of course) are busy finalizing their decisions about which college students will be the best fit for their summer internship positions. The same is true for us at Adaptive Insights. And we’re especially excited to share with our incoming interns that they’ll be spending the […]

Adaptive Insights
Adaptive Insights
Blog Post
Adaptive Insights
Adaptive Insights
Blog Post
  • 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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