Adaptive Insights vs BlackLine

• Web-based system which eliminates the need to purchase new software. System is accessible anywhere as long as there is internet access.
• Its features provide for good planning, budgeting, and forecasting.
• The ability to create customized reports is a very nice touch - we are able to share this across our organization.

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• Adaptable software for your ever-changing organization.
• Easy to use interface.
• Quick and easy to setup -- to go from zero to one.
• Evolving product offering with attentive product management team.
• Industry leader, thus it's likely your team members have already leveraged it previously.

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• Users need more visibility for external reporting. If this already exists, then I would suggest more training or webcasts that cover this topic.
• On the sales side of things, I would suggest ensuring that your NEW users are aware of the amount of training involved in learning to be an ADMIN for Adaptive Insights. Users need to be able to move beyond the implementation to active use. Yes, Adaptive makes things easy, but only if you know how to write the formulas and set things up correctly to run in the background. Hands-on training is a must! Our implementation was 3 years ago, though, so maybe things have improved somewhat since then.
• More problem/solution-specific forums for users to interact with each other and find new and better ways of handling unique issues. Since Adaptive is so flexible, it often takes bouncing ideas off others to figure out the best way to plan for certain types of revenue or expenses.

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• Flexibility to upgrade custom modules without having to resort to technical support
• Familiarity by the Technical Support team with the customer's configurations so that cases are resolved more timely
• More regional meetings for users to exchange experiences

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• Once Adaptive was deployed we shorten our budget input cycle from about 1 month to 1 week for user inputs. Allowing more time to do meaningful analysis
• With the use of office connect for BoD package reporting, I am able to quickly update a BoD deck. It usually takes about 30 minutes to an hour to change the settings in my standard reports and once this is done, if I make a change to the data in Adaptive, I can update the base reports and my PowerPoint slides are updated in a matter of seconds to minutes.
• I estimated we save 1 to 2 FPA headcount because of Adaptive.
• I have a 3 Year license agreement with Adaptive and because of this we receive multi year discounts.

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• Reduced time to reconcile accounts
• Streamline reconciliations process

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