Adaptive Discovery

4.5 / 5 132 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

132 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 and 2017.


Adaptive Discovery Features

  • 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

Adaptive Discovery Reviews

Adaptive has created a tool that is easy to use and provides value almost instantly.

Aug 01, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

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.

Good basic functionality for financial planning & reporting

Jul 18, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

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.

Adaptive Insights is a powerful, impactful, and affordable FP&A software solution

Jul 10, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

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.

High learning curve; good product for reporting and planning

Jun 27, 2017
4/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

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

Easy to implement, ongoing support, frequent updates to make experience better

Jun 26, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

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.

Overall: Dynamic planning, scenario analysis, administrative time reduction

I don't use it as often as I need to.

Jun 09, 2017
3/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: I find it hard to navigate. Not the user friendly tool I was hoping for. I don't go in and use it as much as I should because it is difficult to get comfortable with it.

Cons: Navigation through the tool. It doesn't make sense to me. Perhaps I need to have more access rights.

Overall: Tracking salaries and department budget.

Overall positive

Jun 01, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

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.

Easy collaboration while building out the year's model was key to improving our efficiency.

May 19, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

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.

Overall: 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.

Adaptive is easy to use and has lots of functionality that scales with your business.

May 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

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.

Overall: Fantastic planning capabilities that is live with our business. It changes as the business changes and is not static.

The fastest updating planning software available

May 18, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money

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.

Adaptive is a must-have for any FP&A department!

May 09, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

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.

Overall: FP&A responsibilities - specifically budgeting and forecasting but also building out models and creating new versions for our analysts to use.

Awesome product for a great value. Takes budgeting and forecasting to a new level.

May 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

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.

Overall: 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.

Adaptive is overall a great tool. I'd like to see the UI improved to be more on par with new tech.

May 01, 2017
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

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

Overall: 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

Has been a refreshing system to use compared to its competitors

Apr 25, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

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.

Overall: 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.

Recommendations to other buyers: I have really enjoyed using this software. It keeps everything neat and organized.

Flexible, User Friendly Software

Apr 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Flexible, cloud based, user friendly

Overall: 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.

Adaptive Review

Apr 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality

Comments: Adaptive has been very helpful for our finance org. We are able to use adaptive for a single source of knowledge that can be accessed across the company at any point in time. While we are currently using it only within our finance org, I can see the potential to use it across departments. The software is very easy to use to view different facts and scenarios. The exporting ability through office connect has been amazing as well.

Customer support only one star as haven't had to use this yet.

Mar 24, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Comments: Initially, when first using the application I found the ease of use to be quite daunting. however using it everyday you quickly start to reap the benefits of Adaptive. This application is used by many different groups in my company for planning, budgeting, outlooking and reporting.

Adaptive (Non-Profit)

Mar 16, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: AUTOMATIONS AND DASHBOARD

Cons: COMPLICATED TO SET UP

Overall: We are implementing Adaptive planning and forecasting in order to automate the process of quarterly forecast and connecting a complicated expense driven model along with Grant Management. Although it is complicated to set up, the end result is value for money.

Recommendations to other buyers: You have to dedicate an experienced analyst in order to be successful.

flow and transparency for FP&A

Feb 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: everything- ease of use

Cons: none

Overall: I've been using Adaptive since 2011, and I am fully satisfied with the Adaptive suit. Every year they are improving and developing the suit of services and product. I might be biased but the ease of use of the platform is really what's important for me. The flow and transparency of the data is equally important. I don't think I could be as good as I am when it comes to FP&A and reporting if it wasn't for using Adaptive.

Recommendations to other buyers: n/a

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.

If you are not using Adaptive Planning, you should be.

Nov 30, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The ease of use and ability to work from any device.

Cons: The reports need work and better support for custom formulas.

Overall: We are in the process of completing our rollout and implementation of Adaptive Planning within the organization and the feedback has been great. Not only has the FP&A team been able to streamline their work, they have been empowered to offer more in terms of custom requests and shorter lead times.

Recommendations to other buyers: Just dig in and you will see the benefits!

Adaptive Insights is a powerful tool to manage your business that remains easy to use

Nov 22, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We evaluated many of the SaaS software options available before settling on Adaptive Insights (Host Analystics, Anaplan, Tidemark, etc). None of them matched the value, ease of use, and results of Adaptive.
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. 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. Highly recommended!

Powerful software, makes life easier, business insights more accessible

Nov 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
2 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: One source for all models and reported numbers. Interconnected data makes it easy to see the full effect of any changes, large or small.

Cons: Customer support needs to work on responsiveness.

Overall: I have previous experience using Hyperion, Peoplesoft, and Microsoft Excel to create and maintain financial models. As flexible as regular spreadsheets are, it was always hard to get everybody on the same page, referencing the same numbers, using the same version. I have been using Adaptive Planning for about 1.5 years now, with about 1 year as a systems administrator for the product. FP&A has truly become simplified. This tool has saved hours upon hours every month, as well improved accuracy and timeliness of reports. This allows us to function better as a business unit, and make more proactive models and decisions. My one gripe with Adaptive is their customer support. I have had a hard time getting several issues resolved in a timely manner. Nonetheless, I would highly recommend Adaptive to anybody stuck in "spreadsheet land"--there really is a better way.

Proactivity over Reactivity

Nov 01, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ease of use, customer service.

Cons: Web reporting

Overall: Our initial implementation was rough. Our 3rd party consultant tried to fit our unique companies into their cookie-cutter implementation package and it didn't work out. Since rebuilding on our own, we have a model that works well for our family of companies and we are able to continually improve in conjunction with frequent Adaptive Suite upgrades and continued learning.

Recommendations to other buyers: A good implementation will save you an incredible amount of time, money and headaches. Once off-the-ground, Adaptive Suite can enhance all of your business processes and decision making.

Improved Reporting

Oct 26, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The System is easy to use, developer friendly and customizable

Cons: Reporting functionality within the system could be enhanced. We currently use templates created in excel to house formating or additional formulas that are not available in Adaptive but are requried for our reporting.

Overall: Our Budgeting and Forecast process has significantly improved and can be identified through the additional value added to each of our departments through customized, timely, accurate and flexible reporting. Additionally our Financial Analysts (system end users) have increased their capacity to provide more in-depth timely analysis to the organization and their support department especially with the drill down capabilities and customizing reports.

Adaptive Planning eval

Oct 25, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The software behaves like a specialized version of Excel, however is limited in other areas that requires data to be exported into Excel to analyze more extensively.

Cons: The native reporting is not that easy to use, would prefer better canned reporting functionality.

Overall: We use Adaptive Planning as our primary Budgeting and Forecasting system. Many of the functions are intuitive, but requires some time to get comfortable with the many functions that are available. I would not recommend the native reports, as they are difficult to generate quickly and easily without formal training. But their Office Connect add on tool is a nice enhancement to have to generate more custom reporting and also provides some degree of automation once the linked cells are set up properly.

Recommendations to other buyers: The software requires some consulting to setup and training to get the administrators familiar with all the functions.

Adaptive Insights Planning Review

Oct 11, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: User friendly, cheap, good customer support

Cons: Somewhat limited functionality in areas, but they are constantly releasing new updates with added functionality and other improvements

Overall: We started using AI about a year ago to get away from excel modeling and planning. AI has allowed us to created a driver-based model, implement rolling forecasts, and involve content owners from all departments in the planning process! This tool is awesome! Easy to use, easy to maintain, and the customer support is unparalled!

Recommendations to other buyers: If you are on the fence, go for Adaptive Insights! It us more user-friendly than other systems and can transform the way your organization works!

Very Flexible

Oct 04, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Flexibility

Overall: We love the many options and flexibility that we have with Adaptive. Everyone that we have worked with has been awesome!

Our Early Stages of Implementation

Sep 27, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: Once we implemented the first module we were able to begin adding dimensionality and attributes that made our reporting and fiscal planning a lot easier. It takes time to create the hierarchies but in the end, this ability is not only the first step, but it's an important one. If you are going into the implementation with a solid plan of how you want to view your organization, then you can have a nice return on the initial phase of investment using the product.
In addition to the above, being able to drive budgeting and forecasting through user created sheets / models inside Adaptive. This product has allowed us to save time during close, and also during budget season, leaving us more time to understand the business and support the company with a perspective that wasn't previously possible with the team using excel for all reporting and planning.

Amazing planning software for non-profits!

Sep 02, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The user-friendly interface, customization, regular updates and wealth of support and information. Reporting is also easy to use and very powerful. One of our main challenges is accurately planning and reporting our allocations. AI makes it easy.

Cons: There is nothing I dislike about this software but there are a few things to be aware of. Unless you have 2 people exclusively working full time to set up the instance it will take you much longer than you think. Allow yourself a few months to set it up and know that a full, complete roll-out will probably take a full budget cycle.

Overall: Implementing Adaptive Insights has made me feel like a kid on Christmas morning. Every new feature or discovered capability is a wonderful gift giving me my time and sanity back. I am the only FP&A for a mid-size company. We had outgrown Excel but had a hard time finding a planning software that could handle the allocations fundamental to non-profit accounting. We found Adaptive Insights and haven't looked back. The sales team is amazing, They are not only no pressure, but extremely helpful. We wanted to make sure our entire management team would be on board with new software. AI sales came out and did a personal demonstration for us and answered all of their questions. They also introduced us to great implementation consultants to help us set the instance up.We just finished our first year of planning in Adaptive and it was easy and user-friendly. I love Adaptive and will use it throughout my career.

Recommendations to other buyers: Buy the complete suite - you will not regret it.

Great product

Aug 30, 2016
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: has a lot of features; great planning tool. Vision is awesome

Cons: Not user friendly; takes a lot of training to be good at it.

Overall: Its been a difficult implementation. We have been implementing for more than a year, but still no final production.

Improve your Finance deparment with Adaptive Planning

Aug 30, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Easy to use and update. Dont need TI support.

Cons: Poor graphic capabilities

Overall: Since now, you can change the way your doing the things in de finance department. With Adaptive Planning you can move forward from Excel and achieve the next step: the analysis. Stop wasting time in operative tasks like validate links and formulas. Do "wath if" scenarios in minutes and take advantage over your competitors. Do monthly forecast and adjust your strategy when your business need. Take the control of your data and your finance process.

Adaptive Planning Review

Aug 03, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The best part of the software for me is the ability to quickly create reports based on any selected dimensions, levels, and timeframes. This is something that historically would have taken us a significant amount of time and is now done in minutes.

Cons: My least favorite parts about the software are the difficulty in navigating the data sheets and the inability to lock formulas and values in historical versions while updating formulas going forward. I would love to see greater functionality to search in data sheets by specific columns.

Overall: Overall we have been pleased with Adaptive Planning. We originally transitioned to Adaptive from excel based reporting due to increasing data allocation requirements. After several months of implementation we were able to start populating our weekly financial reports entirely from data exported from Adaptive. The end result has been a significant decrease in reporting time, even though we now splice our data by more dimensions than we have looked at in the past. This would not have been possible in excel, and we now have more time to analyze our information instead of being stuck in the reporting cycle.

Flexible and Comprehensive Planning and Reporting

Aug 01, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The software is flexible. It can be developed and managed internally or you can work with external experts if needed. I like that the cloud software is continuously improving and developing to meet the needs of its customers. There are new releases every six months that improve its functionality based on customer needs and requests. And more importantly, all updates are done on the cloud so that there is no need for the IT department to get involved.

Cons: There aren't many things specific to the software that I don't like. I would say that the most difficult part about using this software is managing the requests from management so that it doesn't compromise the value of the software.

Overall: I've been using Adaptive Planning for 4 years and at 2 employers. The software has not only improved the accuracy and accountability of our budgeting, forecasting and reporting, but has saved thousands of hours of time.

Recommendations to other buyers: It may seem expensive to some managers but when you compare it to the cost of non-cloud solutions, it is a great deal. Also, it can be seamlessly integrated into NetSuite and some other accounting products.

Adaptive Planning the best FP&A platform

Jul 19, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ease of use.
Thought from Finance to Finance people

Cons: It´s not available for on premise environments.

Overall: We implemented 20 customers using Cognos, Oracle and SAP. Adaptive was a huge discovery for us. Is an amazing solution. The best for all parties is that Adaptive is really administered for Finance people despite other software.

Recommendations to other buyers: All finance people shoud try Adaptive and get rid of Excel for FP&A.

Best Planning Tool Period

Jul 13, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Easy user adoption. Customizable. Reporting is sophisticated but not complicated.

Cons: N/A

Overall: We chose Adaptive over competitors because it's in the cloud, it's customizable, and the price was right. It has improved every aspect of the FP&A function within our company. Our budgeting cycles are shorter, our data is more reliable, and analysis and reporting are more real time.

adaptive planning - amazing tool!!

Jul 12, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Comments: amazing experience - planning budgeting and forecasting across multiple scenarios and assumption criteria

Business Intelligence Planning

Jun 17, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: It´s adaptability

Cons: The formulas can sometimes be difficult to create. You really need to know the language

Overall: We started using excel for our budgeting processes and felt that much time was being spent in formulating instead of analyzing. With Adaptive we have become a driver based company and the excecutives can have all the information at hand any where. We are able to do different scenarios in minutes and has saved some much of our time.

Recommendations to other buyers: The benefits are much greater than the cons

It seems like I have helped a lot of people

Jun 03, 2016
3/5
Overall
3 / 5
Ease of Use
3 / 5
Customer Support

Comments: I really like the documentation of set up the integration and it was really helpful.

Adaptive Streamlined Our Budget Process

May 24, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We implemented Adaptive Planning two years ago to move our expense planning out of Excel and we haven¿t looked back. Trying to manage 100 + workbooks with different versions, broken links, and incorrect formulas became too challenging and time consuming. If you are moving away from planning in Excel the sheets look very similar to an Excel worksheet and this helps shorten the learning curve for the end users.

Adaptive Planning has streamlined our planning and forecasting processes while giving us a fast and flexible reporting tool. The report builder is very easy to use and gives you the ability to quickly modify or build reports to compare actuals, budgets, and forecasts.

World-class Planning & Reporting

May 24, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I had the opportunity to implement Adaptive Insights for an early commercial stage biotech/med-device company. The software is exceptionally easy to navigate, planning is rock solid, and the available reporting tools are excellent. Adaptive is a world-class planning and reporting system with enormous scalable features.

Customer support is also excellent. They really do care about the customer, and even though we are a relatively small company, the attention I received suggested they thought I was a multi-billion dollar enterprise. Outstanding customer care.

I haven't implemented Discovery or Office Connect yet, though those are next on the project lists.

Robust and Flexible Managment Reporting Tool

May 18, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros: Very flexible options regarding data connections, dimensions, attribute tagging, and overall system setup.

Cons: Microsoft reporting features can be costly to add

Great Cloud based budgeting/forecasting/analytics solution

May 10, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We're about 2 months into our implementation of Adaptive Insights, and I can see that it is a great solution. We've been able to connect to multiple databases and bring all our data together under one house- which is huge for us. We're setting up driver-based forecast models, and the is great. Our forecast models were in Excel before, and they were getting to the point that they were becoming unsustainable with the growth we've been experiencing. Adaptive appears to be a great solution for creating scalability in our models. It allows multiple users to access their individual portions of the company's forecast and to make their own inputs. This software is a must for growing companies who want to keep their forecasting and modelling in line with their growth.

Overall great software, easy to use forecasting and analysis

May 03, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Formula creating is easy to use with the formula assistant. Adaptive customer support assists with any situations that may cause errors within your model. Planning enables end users to take a direct hands on approach to aid in the planning of the company. It also enables the company to be transparent, offering the budget managers optimized viewing of their level. An obvious con is depending on the data needed, dimensions are often used instead of attributes making the reporting take longer. Overall a great product.

Efficiencies are gained which have resulted in more time savings and accuracy!

Apr 28, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have no cons to share. The pros are to totally eliminate the usage of excel spreadsheets in the budget process.

Easy to use, fast reporting when integrated well

Apr 28, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros:
- Fast when data is integrated well
- Flexible with different cuts of information
- Accessible via the cloud
- Office Connect is great

Cons:
- full features are reliant in a PC environment (not friendly to OS users)
- Reports feel clunky and business users resist it
- when not integrated well with an ERP system, can be very frustrating

Adaptive improved our budgeting process!!

Mar 10, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: We began our adaptive implementation April 2015 and rolled it out for our budget planning in September 2015. We have about 80 budget users and they responded positively to how easy it was to use the system. They enjoyed eliminating excel spreadsheets from our budgeting process.

Consistency and savings through use of Adaptive Planning

Mar 04, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: When I started in my role as Manager of FP&A with an agricultural inputs company, one of my first tasks was to move our planning and forecasting processes away from Excel workbooks. Trying to manage P&L's for 200+ retail locations and departments, combined with nearly 2,000 employees, during a high-growth period proved to be challenging, to say the least.

Adaptive Planning has streamlined our planning and forecasting cycles and helped us to standardize metrics, reporting and analysis. Through the use of multiple versions, we have the ability to compare plans, forecasts and actuals across the organization.

My only regret related to Adaptive Planning was the timing of our implementation. We started our implementation in late-July and finished in October, which coincided with our annual planning cycle. We survived, but I would not recommend this timeline!

Pros:
1) Implementation was relatively quick (even though we implemented during our annual planning cycle).
2) Affordability compared to other SAAS and on-site alternatives.
3) Flexibility allows us to mold portions of the product to our needs.
4) Customer support is excellent and timely.
5) Tool can be maintained by Finance; IT involvement is not required for installation or maintenance.
6) Ongoing product enhancements continue to improve this product.
7) Office Connect allows for creation of templates in Excel, Word and PowerPoint. Updating with current results is a simple refresh button-click.
8) Attributes and dimensions allow for unlimited slicing/dicing of organizational data.

Cons:
1) Only a single organization structure is currently available in a single-instance installation. This has caused some headaches, especially in the window of year-end close and progressing into a different organization structure in the new year. We have worked around this issue by utilizing level attributes to view our data in multiple structures.
2) The reporting side of the tool could be improved, including automating linkage to standard distribution/reporting platforms. For example, we use SharePoint for distribution of standard reports, but publishing reports from Adaptive to SharePoint is currently a manual process.

We use adaptive for budgeting, forecasting, scenario analysis and variance analysis

Mar 01, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: I use adaptive planning for corporate budgeting and long term forecasting. It is a great tool that is very flexible. Being able to build the financial model in a collaborative, team based manner instead of in numerous different excel models is a much better process.

Positives include version comparison for easy variance analysis; Adaptive office connect is a very useful excel based reporting tool; Flexible system based planning and scenario analysis accelerates planning cycles and reduces data integrity issues

Version protection is sometimes an issue especially if you have plan data that is linked to prior periods via formulas. Also on modeled sheets some components and formulas are not version specific, which would be beneficial.

Adaptive Planning

Feb 26, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Adaptive Planning has been able to speed up our annual budgeting process. It has great reporting functionality and great help desk that's always quick to respond and help out with any issues you might be having.

Good Experience

Feb 25, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: Adpative Discovery is great if you are capable of running data transfers from a GL system into Adaptive on a daily basis. Otherwise the snapshots that discovery provides will not be as relevant.

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.

Love the integration!

Sep 23, 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.

Great applicatioin

Jun 26, 2015
4/5
Overall
4 / 5
Ease of Use
3 / 5
Customer Support

Comments: Pros: cloud based and and UI friendly. I dont have to wait for ppl to submit spreadsheet and consolidate all of those back. Great response from support email

Cons: some time it would be tricky to understand the whole system to model new metric. But video and tutorial is very helpful

Great products

Apr 30, 2015
4/5
Overall
4 / 5
Ease of Use
2 / 5
Customer Support

Comments: Pro: easy to use, user friendly
Cons: there are not in-depth resource training for people want to model by themselve the forum is helpful

Adaptive is who you wnat to partner with

Apr 23, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I've been using Adaptive for a few years, and ever since, there's no looking back or looking around. Adaptive delivers. Yes, there's room for improving but that what keep " growing and getting better" is all about! Trust me, once you start using Adaptive your review will add even more stars than mine does:)

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.

Great tool

Dec 02, 2014
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: Adaptive has become the center of our financial process. So far our finance team is loving it.

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.

Adapt to Adaptive

Sep 26, 2014
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Adaptive Planning goes beyond budgeting. The process of budgeting is now easier and user friendly.

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.

Adapt to Adaptive

Aug 21, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: As a FP&A analyst, I have implemented Adaptive Insight's cloud based planning software multiple times across several organizations. Each time, our end users found the tool to be intuitive while increasing the accuracy of their forecasts and budgets while minimizing the time spent in completing the task at hand. Regardless of size, complexity or organizational structure, the application can be easily customized for any organization to produce a full set of financials.

Coupled with dynamic reporting and visual analytics both with drill down capability in addition to the ability to quickly crank out various scenarios based upon key financial/operational metrics, Adaptive Insights is a must for any organization that has to produce forecasts. Evolve from excel and adapt to Adaptive!

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!

Go beyond budgets with Adaptive Planning

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

Comments: I'm a Chartered Management Accountant working in the planning arena. We deployed AP over 3 years ago and it has been a great experience. The software is powerful yet useable and enables you to more easily integrate tactical and strategic planning.

Adaptive Insights set the bar for others to reach.

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.

Adaptive uses Adaptive

Jun 02, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I'm a member of the FP&A group at Adaptive. We -- of course -- use Adaptive internally to plan, report and manage our business. For a fast growing tech company where plans are constantly changing the tool is invaluable. We are able to easily run different growth scenarios and assess the cash implications, and the tool is easy enough for department heads to participate directly -- each manages their own P&L complete with headcount and expenses.