Adaptive Discovery

4.5 / 5 23 reviews

Who Uses This Software?

Adaptive Discovery is a great tool for finance/business users who want a better way to visualize the data to quickly understand performance, identify the root cause of problems, and improve decisions.


Average Ratings

23 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Adaptive Insights
  • www.adaptiveinsights.com
  • Founded 2003
  • United States

About This Software

Create flexible, cloud-based dashboards that empower finance and business managers to identify trends and problems at a glance. Drill-into dashboard metrics, perform variance analysis, and run what-if analysis quickly and easily. Spend less time creating reports, and more time analyzing the data so you can tell a story with the data and deliver the 'why' behind the numbers. Adaptive Insights was ranked as a Leader in Gartner's Magic Quadrant for Strategic CPM in 2016. Learn why...


Features Checklist

  • Ad hoc Analysis
  • Ad hoc Query
  • Ad Hoc Reports
  • Benchmarking
  • Budgeting & Forecasting
  • Dashboard
  • Data Analysis
  • Data Visualization
  • Key Performance Indicators
  • OLAP
  • Performance Metrics
  • Predictive Analytics
  • Profitability Analysis
  • Strategic Planning
  • Trend / Problem Indicators

Product Reviews

Adaptive Discovery Highs and Lows

Dec 08, 2016
3/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Visual.

Cons: Glitches.

Overall: Discovery is a great visualization tool that allows for quick analytics. There are still constraints on user friendliness and errors. Once Adaptive Insights fixes all the current glitches to include, scheduled snapshot errors, and load times to name a few. It's great to use when it is working efficiently.

user friendly, a great tool for reporting and anakysis

Dec 11, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: It would be great if you have more videos about creating formulas

Information at your fingertips

Dec 04, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Adaptive Discovery is a great way to share summary information in a format that people want to see. The Discovery tool in Adaptive allows users to create professional looking charts, graphs, data, gauges, etc. in a Dashboard view to get real time access to the key information that they need. Discovery is a good looking way to share high level information with users while providing them the access to customize their own dashboard and drill down to more detailed information stored in Adaptive. We have done some training and created dashboards for Finance. Our next step is to roll it out to the rest of the organization.

Versatile and Powerful Planning Software

Nov 18, 2015
5/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Adaptive is a very powerful FP&A software. The pros are the ability to customize it to meet virtually any planning need you have. The security options are very good compared to other products. The cons are the lengthy learning process to get accustomed to it, and to be able to build it or adapt it to meet your needs, but that is only because it is such a powerful tool. It is very worthwhile to pay for implementation services at least early on.

Awesome Cloud CPM Tool

Oct 21, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The vendor is small enough to give personalized attention but big enough to handle all sizes of companies. The product is easy to use, scalable, customizable and easy to navigate within.

Very intuitive; Easy to integrate

Sep 09, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I found Adaptive to be very easy to pick up at my new job, and I'm amazed at how easily they integrate with NetSuite and SalesForce.

Powerful Budgeting tool!

Aug 31, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I'm very impressed for performance, flexibility and power of this platform. As FP&A Manager, our main responsibility is to provide to Board of Directors accurate and timely information; and Adaptive help us to achieve our goals.

The best pro of this tool: Is the adaptability, because allow built the model according your specific needs. Is important to mention as an another pro their stability and continuing improvement of key features.

About the cons: Demand a lot of time (trial & error) the process of creating the model and their formulation.

Excellent FP&A Tool

Aug 19, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We use Adaptive for all of our Expense and Revenue forecasting.

The most difficult part with Adaptive is breaking away from the Excel based formulas that everyone is so used to nowadays and embracing the Formula structure built out in Adaptive. It takes some getting used to, but in the end makes it so that you can be far more confident that you do not have errors in your calculations.

Using Adaptive regularly, you begin to really notice the power that you have at your hands and that the possibilities are limitless as long as you are willing to put forth the time to build it out. Having work with their training team, we have received excellent support and overall made our implementation much smoother than expected. They are very knowledgeable and continue to teach us new things.

Great Budgeting Tool

Aug 04, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Adaptive is fast to implement and requires no special programming skills.

More complex implementations need to use best practices, really requiring the use of Adaptive's PS team or an experienced Consultant.

We use AI for our budgeting, some reporting and beginning to use it for our forecasting

Jul 07, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I think that the AI toolset is fantastic. It has allowed us to save countless hours by not having to update and maintain Excel spreadsheets. It allows us to analyze rather than validate the numbers in our version. The implementation was quick and our implementer, Juan Maldonado was awesome! Juan was always available and usually had the issue fixed before we left the conference call. The tool isn't as intuitive as it could be but once you understand how certain things work, it does make sense.

5 stars service

Apr 13, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I can't imagine using a platform other than Adaptive for my reporting, forecasting, budgeting needs. five starts!

Endless possibilities

Mar 18, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: After going through implementation, I continue to learn more and more and am constantly thinking of refinements and more ways to use Adaptive. The forums have a wealth of information and customer support is great. I have asked several questions and although the functionality may not be available currently, they are truly "Adaptive" and listen to customers needs and have so many things planned in future releases.

Adaptive Insights

Feb 10, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Great software. In most cases you will need to use professional services from either Adaptive or an outside vendor. Once you have you instance set-up then the software is great and is very intuitive to make changes to.

Great Addition to the Adaptive Suite

Jan 27, 2015
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: When first using the Discovery product in the Adaptive Suite, I found it to be a little difficult to maneuver, both due to slow load speeds as well as a non-intuitive interface. I found that after working in it a while, taking a couple of tutorials and reading through the user guide, I was able to maneuver through it better. The connection speed issues also seem to have been resolved since it's introduction. Despite those initial cons, the product provides immense opportunity for managers to view important operational metrics in a useful and eye-pleasing manner. It can bring metrics to your users in a way that works for them, as it is flexible to adapt to what is needed for multiple types of operations. The customer service from Adaptive is also very receptive and helpful. They are very attentive to your needs and have good follow up. Great Product overall.

Adaptive's promises are realized

Dec 14, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I believe we have all be snookered by a sales pitch promising something and not delivering. Well, I have had a much different experience with Adaptive. It truly is easy to use, flexible, and scalable. It has been a pleasure to work with the team.

My experience with Adaptive

Oct 12, 2014
4/5
Overall
3 / 5
Ease of Use
4 / 5
Customer Support

Comments: Adaptive is a great business platform for budgeting, collaboration, and report generation. In my company it is my job to provide managers with useful tools to help with different aspects of business unique to their functional area.

The pros of Adaptive:
1) Brings departments together by providing one platform to easily manage and control budgets.
2) Allows for a quicker budgeting process.
3) Different access levels allow top managers to control what different departments can see.
4) Can store years and years of data all of which can be easily accessed.
5) Can be accessed from anywhere in the world with internet connection.
6) Reports can easily be created. Depending on the complexity and type of report, reports can be customized and suited to the needs of the user. Some report types are interactive, different scenarios/results can be presented depending on the user's selections.

The cons of Adaptive:
1) It takes a little long to get used to.
2) Creating formulas and rolling them out can be very challenging. (A lot of trial and error)
3) Reading through the tutorials can be time consuming. I wish they had more practice videos.

Overall, Adaptive is an awesome business platform. Once you get the hang of it you really begin to enjoy it. It allows you to create so much, the amount of reports that can be generated is endless. Furthermore, you can easily upload data and track budgets. This is a great tool for managers especially those with large budgets and variable costs.

incredible solution from a world class company

Sep 19, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: It would be hard to come up with many cons. Adaptive has delivered on all promises. It's done exactly what we wanted from the beginning.where we found flaws were generally in our model, not the software and we've been able to correct most flaws with little disruption to our end users.

Their upgrade/deployment process is smooth and we'll communicated. Their customer service is one of the best I've ever worked with.They respond within hours, not days.They follow up to make sure you've gotten what you need.Their experts are truly that - they know their product and have many ways of solving your issues.

Would I recommend adaptive to my colleague? Without hesitation.

Dashboard looks great

Sep 03, 2014
3/5
Overall
3 / 5
Ease of Use
4 / 5
Customer Support

Comments: Relatively easy to set up perspective and charts. The only thing maybe due to my lack of knowledge, you would have to create the pie/column charts for them to show in different dashboards, otherwise they interfere with each other.

Adaptive Discovery - A picture paints a thousand words!

Aug 12, 2014
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Adaptive Discovery is changing the way we communicate finances to our leadership. They have traditionally received their monthly reports containing scads of numbers. I could see their eye's glaze over at times and they often asked, "so is this good or bad", or, how does this compare with such and such a month, or how does this number compare across the other stores? Now, they have a visual representation which they can drill into and can see trends developing before their eyes. They can see at a glance if something is outside a control limit, needing their attention, or can see at a glance if things are within guidelines or reaching goals we have set. I would love to be able to be able to zoom in when differences are small by changing the scale settings on the axis'. I love this product! It is making my life easier!

Adaptive Discovery at a Medical School

Jun 04, 2014
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: At the University of Central Florida College of Medicine, we have been using Adaptive Discovery for almost 1 year. We now use it for 90 percent of the monthly reporting for the clinical practice. The charts are effective at communicating a lot of data, and makes it a lot more digestible than rows and rows of data.

There is a learning curve to Adaptive Discovery, as the terminology and feel of the application are distinct from Adaptive Planning and Adaptive Reporting. The great thing is the ability to copy from the starter templates, and there are a lot of options for the types of charts that can be created.

We actually print out the dashboards for our monthly reporting - our executive team likes to have something in the hand to write on. I feel the printing capabilities can be improved, along with the clarity of the printing itself.

The customer service on this product is outstanding. Quick response and solutions has been our experience.

We will continue to extend the use of Discovery to every area/mission of the college so that we can simplify the reporting of the unlimited data we generate. Overall a very good product with even more potential.

Great Budgeting and Planning tool

Jun 04, 2014
3/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Adaptive makes it very easy to look at historical data in a nice simplified way. It allows me to effectively plan for the upcoming year as well as communicate current trends that are happening in our business at a very granual level.

I do wish Adaptive was a bit more robust to be able to look at more than just planning. I often have to build several reports in excel because there is not enough opportunity to look at additional items. Such as member data/profitability, heat mapping, and product profitability. It would also be nice if it linked daily data so executive members can look at reports with fresh data anytime they want without requesting it from the Finance Department.

I believe Adaptive to be a perfect product for what it is, but I think it could be capable of so much more.