Adaptive Planning What is it?
Fully integrated cloud based planning across the whole business, with powerful reporting. Adaptive planning offers collaboration capability, is accessible from anywhere, easy to use and affordable.
What does it do for you?
With Adaptive you get detailed row based modelling, like Excel, but also multi-dimensional modelling. So building a plan for Product by Customer or by Project is easy. You can build as many versions as you wish, copying one to the other. Manipulating “what if” scenarios, running constant currency calculations or sensitivity analysis are all straightforward. These are all real world features that make your planning solution better. We have template models for you to use, or you can build your own from scratch.
Plain English Formulas
80% of spread sheet owners say they have no errors, 80% of spread sheets have errors. Most of us have fallen foul of this statistic. Adaptive formulas can be controlled using a central assumptions sheet. They are written in plain English, so they are easy to understand. Better still, Adaptive will spot formula errors and tell you.
Formulas handle complications such as dimensions and time easily. Combined with lookup values, value spreading and allocations, Adaptive does it all. Models are easy to build and follow and expand, even when complex.
Award winning usability
Both Gartner and BPM Partners have rated Adaptive Insights number one in customer satisfaction from customer surveys. The software is intuitive to use, with drop down list choices, and an Excel look and feel. The simple presentation belies a powerful calculation and modelling capability.
For you, this means that users will adopt and love your solution very quickly. Getting all areas of your organisation to “own” and engage with the planning process possibly the number one criteria for a successful planning solution.
Faster, more accurate forecasting
Automated processes deliver over 70% improvement in time savings whilst offering the ability to collaborate and grow, which a cloud based system provides. The integrated workflows, version and access control ensure you can manage the budgeting and forecasting process more effectively.
Automatic aggregation and greater transparency with audit trail, Adaptive Planning incorporates all you’d expect and accommodates business specific needs to plan successfully across personnel, expenses, capital, sales revenue, balance sheet, cash flow and currency management. With access to excellent reporting and visual analytics.
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Balance Sheet and Cash Flow
Driver-based planning, budgeting and forecasting
Integrated P&L, balance sheet forecasting, cash flow projection
Minimise data entry and improve accuracy with an integrated plan
Comprehensive and reliable cash flow forecasting software
What-if analyses to predict impact on cash flow forecast
Upload Actuals for an accurate start point and integrated reports
Configurable sheets to do personnel planning your way
Easy data entry interface for planning, budgeting and forecasting
Personnel planning by individual or groups
Split headcount across departments, projects, funds, etc.
Import personnel data from your HR system as often as needed
Separate formulae to calculate tax rules by country
Unlimited dimensions (e.g. product, customer) for sales planning
Use multi-dimension cube sheets; change views with drag and drop
Driver-based sales forecasting, revenue planning, cash flow forecast
Use lookup tables to automatically calculate revenue recognition
Integrate pipeline and actual sales data from CRM or other systems
Fully integrated with Salesforce
Drive new assets from other planned events, such as new employees
Import existing assets and add projected purchases
Use spread tables to automatically calculate depreciation
Integrated P&L, balance sheet forecasting, cash flow forecasting
Complete flexibility to model your business
Unlimited currencies for multi-national forecasts
Automated online currency translation and instant rollup
Unlimited currency types and versions
Constant currency reporting to isolate FX impact