What users are saying about

Adaptive Insights

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Top Rated
205 Ratings

BOARD

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62 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101

BOARD

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62 Ratings
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Score 8.2 out of 101

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Likelihood to Recommend

Adaptive Insights

It is very helpful for budgeting and reporting. I love how easy it is to automate reports and presentations. It can be more difficult to plan specific activities. It feels more high-level than activity-level. It shows totals rather than individual transactions (either past or future transactions).
Mark McConkie profile photo

BOARD

  1. BOARD is amazing for Planning, Budgeting and Forecasting.
  2. Implementing and managing scenario based calculations.
  3. Quick and easy to manage dashboards.
  4. Web and mobile capabilities.
Gaurav Suri profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
BOARD
7.2
Pixel Perfect reports
Adaptive Insights
9.0
BOARD
6.9
Customizable dashboards
Adaptive Insights
10.0
BOARD
7.7
Report Formatting Templates
Adaptive Insights
9.0
BOARD
6.9

Ad-hoc Reporting

Adaptive Insights
8.0
BOARD
7.1
Drill-down analysis
Adaptive Insights
9.0
BOARD
7.9
Formatting capabilities
Adaptive Insights
7.0
BOARD
7.2
Integration with R or other statistical packages
Adaptive Insights
8.0
BOARD
5.9
Report sharing and collaboration
Adaptive Insights
8.0
BOARD
7.5

Report Output and Scheduling

Adaptive Insights
8.0
BOARD
7.2
Publish to PDF
Adaptive Insights
8.0
BOARD
7.3
Report Versioning
Adaptive Insights
8.0
BOARD
7.2
Report Delivery Scheduling
Adaptive Insights
8.0
BOARD
7.1
Publish to Web
Adaptive Insights
BOARD
7.1

Data Discovery and Visualization

Adaptive Insights
7.7
BOARD
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights
7.0
BOARD
Location Analytics / Geographic Visualization
Adaptive Insights
8.0
BOARD
Predictive Analytics
Adaptive Insights
8.0
BOARD

Access Control and Security

Adaptive Insights
9.0
BOARD
Multi-User Support (named login)
Adaptive Insights
9.0
BOARD
Role-Based Security Model
Adaptive Insights
9.0
BOARD
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights
9.0
BOARD

Mobile Capabilities

Adaptive Insights
8.5
BOARD
6.2
Responsive Design for Web Access
Adaptive Insights
8.0
BOARD
6.7
Dedicated iOS Application
Adaptive Insights
8.0
BOARD
5.8
Dedicated Android Application
Adaptive Insights
8.0
BOARD
5.8
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
10.0
BOARD
6.6

Budgeting, Planning, and Forecasting

Adaptive Insights
8.6
BOARD
9.0
Long-term financial planning
Adaptive Insights
8.9
BOARD
Financial budgeting
Adaptive Insights
8.8
BOARD
9.0
Forecasting
Adaptive Insights
9.1
BOARD
Scenario modeling
Adaptive Insights
8.2
BOARD
Management reporting
Adaptive Insights
8.1
BOARD
9.0

Consolidation and Close

Adaptive Insights
7.5
BOARD
8.4
Financial data consolidation
Adaptive Insights
7.9
BOARD
9.0
Journal entries and reports
Adaptive Insights
5.6
BOARD
9.0
Multi-currency management
Adaptive Insights
7.6
BOARD
9.0
Intercompany Eliminations
Adaptive Insights
7.5
BOARD
9.0
Minority Ownership
Adaptive Insights
7.1
BOARD
9.0
Local and consolidated reporting
Adaptive Insights
8.3
BOARD
7.0
Detailed Audit Trails
Adaptive Insights
8.5
BOARD
7.0

FInancial Reporting and Compliance

Adaptive Insights
8.3
BOARD
8.8
Financial Statement Reporting
Adaptive Insights
9.0
BOARD
9.0
Management Reporting
Adaptive Insights
8.6
BOARD
9.0
Excel-based Reporting
Adaptive Insights
8.4
BOARD
9.0
Automated board and financial reporting
Adaptive Insights
8.5
BOARD
8.0
XBRL support for regulatory filing
Adaptive Insights
7.0
BOARD
9.0

Analytics

Adaptive Insights
7.6
BOARD
8.5
Personalized dashboards
Adaptive Insights
7.3
BOARD
8.0
Color-coded scorecards
Adaptive Insights
6.8
BOARD
8.0
KPIs
Adaptive Insights
8.0
BOARD
Cost and profitability analysis
Adaptive Insights
8.0
BOARD
9.0
Key Performance Indicator setting
Adaptive Insights
8.0
BOARD
9.0
Benchmarking with external data
Adaptive Insights
7.3
BOARD

Integration

Adaptive Insights
8.6
BOARD
8.3
Flat file integration
Adaptive Insights
8.3
BOARD
9.0
Excel data integration
Adaptive Insights
8.7
BOARD
9.0
Direct links to 3rd-party data sources
Adaptive Insights
8.7
BOARD
7.0

Pros

  • Infinite ability to group accounts and departments for reporting. The only limitation is the number of ways that you think of in terms of consolidating the information.
  • Being able to build scalable, complex, distributed, budget models. With the data we can bring into the system and the formulas we can use we have all the functionality of the spreadsheet, but with the flexibility to allow leaders across the organization to participate and update their section.
  • The platform allows multiple forecast/budget versions which allows for version control and sensitivity analysis. I can lock versions from changes while quickly creating a new version to see the impact of a +or- scenario to the company’s profitability.
  • With the OfficeConnect tool we can leverage Excel to provide repeatable reports for the board and other business leaders that are repeatable from month to month. While the platform provides more flexibility than an accounting package it still has limitations. Using OfficeConnect I can leverage the power of the Microsoft suite of Excel/Word/PowerPoint directly.
Brian Kyslinger profile photo
  • Pulling info from different data systems
  • Easy to read
  • Friendly customer service
No photo available

Cons

  • Model - It takes a little bit of time to get familiar with how the model works.
Denise Lewis profile photo
  • End-user displays in which you do not have to buy a license for them to see the data being analyzed.
  • So far we have been really pleased.
No photo available

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
Intuitive and Easy to MaintainThe Adaptive Suite is a very reliable Corporate Performance Management Solution. The solution is very easy to.use and provides timely, quality reporting. We have used the solution continuously for six years and been very pleased with the ongoing enhancements. Beyond our own positive experience we support many clients across commerce, industry and government. Nearly all our supported customers provide very positive feedback and continue to renew their subscriptions.
Greg Clarke profile photo
BOARD10.0
Based on 1 answer
Board Business Intelligence is an integral part of our process.
Mark Breznak profile photo

Usability

Adaptive Insights7.7
Based on 75 answers
Adaptive operates like Excel and most business managers know Excel. Most of the effort and lift reside with the managers. There is more of a technical expertise required for maintenance, dash-boarding and report writing. But, the admin staff are fewer and can be staffed by subject matter experts.
Bryan Schmidt profile photo
BOARD10.0
Based on 1 answer
No answer on this topic is available.

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
We can access Adaptive anytime 24/7 from any computer or laptop pc or Mac. They are committed to keep this product up to date and relevant
Harry Vasels profile photo
No score
No answers yet
No answers on this topic

Performance

Adaptive Insights9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg profile photo
No score
No answers yet
No answers on this topic

Support

Adaptive Insights6.8
Based on 11 answers
Support questions are always answered quickly.
Andrew Rosenberg profile photo
No score
No answers yet
No answers on this topic

Online Training

Adaptive Insights8.2
Based on 6 answers
Training receives the highest rating due to the availability of Webex training from an expert at Adaptive, with several sessions tailored to specific features including personnel, capital, formulas, reporting, etc
Andrew Rosenberg profile photo
No score
No answers yet
No answers on this topic

Implementation

Adaptive Insights8.2
Based on 13 answers
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski profile photo
No score
No answers yet
No answers on this topic

Breadth of Deployment

It is used throughout the company in different divisions and at our corporate level. When used in a division recently the personnel from different departments directly inputted data and monitored their budget against actual. It is very user friendly and flexible.
Harry Vasels profile photo
Company wide for consulting and executive
Mark Breznak profile photo

Alternatives Considered

Adaptive Suite gave us what we needed and fit our use case perfectly. We did short list Host Analytics and they were neck and neck with Adaptive and it was a win/win for us and we would have been successful with either tool. My familiarity with Adaptive, the simplicity of self implementation, the product vision,and the turn around time to get the company up and running made gave Adaptive the edge.
KaReese Watkins, CMA profile photo
The other systems were too large for our server. they took up way too much space. The other systems weren't as easy to read the data from all our different sources. With BOARD we were able to easily incorporate several different platforms of information. We can now look at program outputs with financials.
No photo available

Collaboration and Sharing

Adaptive Insights7.5
Based on 17 answers
With workflow I am able to track progress on budget and forecast projects in a timely manner. There is also an organiser to track and assign tasks to users. Security is very flexible.
Robin Webber profile photo
BOARD7.6
Based on 17 answers
Sharing capability is good but we don't use it very often. It is difficult to print reports to PDF, etc., but it's not meant for it.
No photo available

Data Integration

Adaptive Insights7.6
Based on 17 answers
We have used Adaptive for years and it works well as we adapt to changing business scenarios. We can make changes and see potential impacts to our business before they occur.
Harry Vasels profile photo
BOARD9.0
Based on 21 answers
The force of BOARD is the extremely easy way to retrieve data from multiple datasets without IT knowledge of a power user. It is possible to read from .csv file, sql table, SAP table, or big data model only with an ODBC Connection or a connector. I always use multiple data sources into a BOARD cube and I have no IT Knowledge but with only a few days spent with BOARD consultant I was able to read data from various platforms.
Pietro Di Cino profile photo

Scalability

Adaptive Insights9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo
No score
No answers yet
No answers on this topic

Return on Investment

  • Easily will save 75% of finance team time on budgeting and planning.
  • Improved cost control, budgets, and forecasts are at the users' finger tips with actuals vs. budget vs forecast. No excuses to overspend and allows finance to be better business partners.
KaReese Watkins, CMA profile photo
  • A very high impact
Paolo Sozzani profile photo

Pricing Details

Adaptive Insights

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
1.  per seat, per installation
Additional Pricing Details

Adaptive Insights More Information

BOARD

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Additional Pricing Details

BOARD More Information