What users are saying about

Adaptive Insights

Top Rated
204 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

Kepion Planning

2 Ratings
Score 8.6 out of 101

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Likelihood to Recommend

Adaptive Insights

It is well suited for mid-size companies to have a budgeting, forecasting, and reporting platform. The system needs data and someone to maintain it so it would not be well suited for a small company or one without a dedicated finance team.
Brian Kyslinger profile photo

Kepion Planning

The solution works extremely well for companies in complicated operations or with the ambition to forecast their operations on a driver based way or wanting to have the ability to create different scenarios based on external or internal drivers. It is a perfect piece of an existing analytical infrastructure (DWH/BI) lacking a planning solution on top.
Sindri Sigurjonsson profile photo

Feature Rating Comparison

Budgeting, Planning, and Forecasting

Adaptive Insights
8.7
Kepion Planning
7.7
Long-term financial planning
Adaptive Insights
8.9
Kepion Planning
8.7
Financial budgeting
Adaptive Insights
8.9
Kepion Planning
8.2
Forecasting
Adaptive Insights
9.1
Kepion Planning
8.2
Scenario modeling
Adaptive Insights
8.3
Kepion Planning
7.8
Management reporting
Adaptive Insights
8.2
Kepion Planning
5.5

Consolidation and Close

Adaptive Insights
7.5
Kepion Planning
7.4
Financial data consolidation
Adaptive Insights
7.9
Kepion Planning
6.8
Journal entries and reports
Adaptive Insights
5.5
Kepion Planning
6.8
Multi-currency management
Adaptive Insights
7.7
Kepion Planning
8.2
Intercompany Eliminations
Adaptive Insights
7.5
Kepion Planning
7.3
Minority Ownership
Adaptive Insights
7.0
Kepion Planning
6.0
Local and consolidated reporting
Adaptive Insights
8.3
Kepion Planning
7.8
Detailed Audit Trails
Adaptive Insights
8.6
Kepion Planning
8.6

FInancial Reporting and Compliance

Adaptive Insights
8.3
Kepion Planning
6.8
Financial Statement Reporting
Adaptive Insights
9.0
Kepion Planning
7.6
Management Reporting
Adaptive Insights
8.6
Kepion Planning
5.5
Excel-based Reporting
Adaptive Insights
8.5
Kepion Planning
8.7
Automated board and financial reporting
Adaptive Insights
8.5
Kepion Planning
6.8
XBRL support for regulatory filing
Adaptive Insights
6.9
Kepion Planning
5.5

Analytics

Adaptive Insights
7.6
Kepion Planning
6.4
Personalized dashboards
Adaptive Insights
7.3
Kepion Planning
5.5
Color-coded scorecards
Adaptive Insights
6.8
Kepion Planning
5.9
KPIs
Adaptive Insights
8.0
Kepion Planning
5.9
Cost and profitability analysis
Adaptive Insights
8.1
Kepion Planning
8.2
Key Performance Indicator setting
Adaptive Insights
8.1
Kepion Planning
5.9
Benchmarking with external data
Adaptive Insights
7.3
Kepion Planning
6.8

Integration

Adaptive Insights
8.6
Kepion Planning
8.4
Flat file integration
Adaptive Insights
8.4
Kepion Planning
9.1
Excel data integration
Adaptive Insights
8.8
Kepion Planning
8.7
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Kepion Planning
7.4

Pros

  • Very customizable. You can set up your financial model any way you'd like based on what works best for your company. Set up is also easy to get a handle on. We had hands-on training for 3 days and were able to start building out our models on our own with minimal help afterward.
  • Reports and dashboards are extremely easy to use and build on your own. Recent updates to the dashboard/discovery pack allow users to easily drag and drop items to build interactive dashboards that execs find easy to understand.
  • Extremely easy to maintain the model. Once you have set up your model, its very easy to manage on an ongoing basis, leaving more time for analysis rather than administrative work.
Meghan Gardiner, CPA, CA profile photo
  • Customizable platform: Enables its users to handle just about any kind of budgeting scenarios tailored to each customer needs, whether based on drivers, allocations integrations with other systems (such as S&OP processes).
  • Easy integration with other systems: As data is stored within an MS SQL database it is very easy to integrate other applications with it for reporting, such as Tableau or PowerBI or from other downline systems such as S&OP.
  • Real-time: Enables the possibility to calculate bottom line results for all applications immediately allowing the possibility to calculate easily what-if scenarios.
  • Not stuck: within a single way of budgeting. as part of the beyond budgeting movement, companies have been creating a more driver-based high-level forecasting which is often a problem with specific budgeting systems that are locked within the P&L statement. Here you can make it as simple or as complicated as needed.
Sindri Sigurjonsson profile photo

Cons

  • The Adaptive Planning portion of the suite is very mature and has few short-comings. The biggest improvement I can think of is the ability for formulas to cross versions.
  • The Adaptive Discovery (dashboard) portion of the suite is much less mature. There are many chart types not available that are in Excel. For example, I would like to have an X-Y scatter chart to use. Also, some of the dial (chart) types have very little formatting options (like pie charts).
  • While the object of the web-based product is to eliminate paper printing, there are times when it is necessary to print financial statements. It would be nice to print directly to pdf with the ability to format the reports.
Jack Kersjes profile photo
  • Silverlight functionality is outdated which makes the front end solution a little bit old compared to latest UI. They will be tackling it in Q2 2018, but it leaves users wanting for more.
  • Reporting functionalities: Are not state of the art, we recommend users creating official reports within Kepion, but focusing on Tableau or PowerBI for reporting purposes as this is not and will never be Kepion strengths compared to the likes of Tableau.
  • Being customizable is great, however, the solution is not an out-of-the-box solution and does require a little integration to work. For smaller companies (under 5M USD) I would still recommend Excel.
Sindri Sigurjonsson profile photo

Likelihood to Renew

Adaptive Insights8.5
Based on 32 answers
We have renewed this a number of times. It fits our business model and it is now an integral part of our organization.
Harry Vasels profile photo
No score
No answers yet
No answers on this topic

Usability

Adaptive Insights7.7
Based on 75 answers
Adaptive is very easy to use, if you understand Excel you can use Adaptive
Lisa VanHuystee profile photo
No score
No answers yet
No answers on this topic

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 requests are always handled promptly and resolved favourably.Many user support requests arise during initial deployment and use and often represent questions relating to best methods or how to approach their particular situation, which we gladly assist with as we provide the appropriate skills transfer training and assistance.As clients become more knowledgeable in working with the product suite then they tend not to ask many questions.
Greg Clarke 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
In our experience the Adaptive Suite is quick and easy to deploy. Most implementations are facilitated in just a few weeks but may range depending on organisation complexity from say 2 to 12 weeks with only the very largest and most complex taking a little longer. When key stakeholders are properly engaged and the opportunities for skills transfer are exercised, we find that implementations proceed well and are delivered on time and to project budget
Greg Clarke 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
No answers on this topic

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
We are a Microsoft gold analytics partner. As such, we were looking for a Microsoft friendly solution which would fit into our analytics stack with Tableau on top. Kepion is a lightweight easy to use solution which integrates perfectly with the Microsoft framework. It is much easier to use and intuitive than the heavy Cognos and SAP/BO systems. However, if my existing infrastructure is Cognos, SAP or Oracle I would consider using that technology. For Microsoft SQL companies this is a great choice.
Sindri Sigurjonsson profile photo

Collaboration and Sharing

Adaptive Insights7.5
Based on 17 answers
This is one of the best features as personnel in different areas at different sites can work together on the budget, forecast or "what-if" models.
Harry Vasels profile photo
Kepion Planning8.2
Based on 2 answers
Uses the MS SSAS security functionalities to control access to who does what and then has a second layer with dashboards. It works very well in doing this with both AD and Azure capabilities for connections
Sindri Sigurjonsson profile photo

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
Kepion Planning8.7
Based on 2 answers
As Kepion uses a Microsoft SQL Server it's very easy to integrate other tools into it. You can paste from Excel or import CSV manually. It is perfect to read data in or export data from the tool.
Sindri Sigurjonsson 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

  • Streamlined financial reporting is the obvious one but also we are happy with the products ability to keep up with our use. We are growing rapidly and adding business units and we are able to easily add to our org structure and not be slowed down by arduous remapping of Excel files, and the maintenance that goes along with it.
  • KPIs and dashboarding. This has always been high priority at my company but it was always Excel based. Now we use Adaptive and the metrics are more readily available and the ability to display them in dashboards will continue to evolve.
  • Long term financial modeling and improved modelling of HC and attrition. We are now able to sit down with functional leaders and determine the impact of attrition during a short meeting, something that used to take for longer.
  • Multi Version instance that allows for what-if-scenario's. We are also able to create groups, which in turn are given access to specific versions, so we can plan for attrition or we can plan for acquisitions and not be concerned with the security and also not be concerned with modifying or changing a forecast by accident.
W. Stephens profile photo
No answers on this topic

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
Adaptive Insights Editions & Modules
Adaptive Insights
Additional Pricing Details

Adaptive Insights More Information

Kepion Planning

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
Kepion Planning Editions & Modules
Kepion Planning
On-premise Edition
On premise Install
$01
1. Contact Us
SaaS Edition
Cloud Planning
$01
1. Contact Us
Additional Pricing Details
Please contact us at sales@kepion.com for more details.

Kepion Planning More Information