What users are saying about

Adaptive Insights

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Top Rated
205 Ratings

Microsoft BI

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613 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101

Microsoft BI

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613 Ratings
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Score 7.9 out of 101

Add comparison

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

Microsoft BI

Visualization of business data: it's good, fast, and cheap. What more can you ask? With more specialized visualization needs, use Tableau or write code. For complex scientific visualizations, write code.It's also so much easier communicating about the tool and its visuals to other people who don't spend their lives analyzing complex data. "It's Excel for Big Data!" is really quite simple.
Alexander Lubyansky profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
Microsoft BI
7.9
Pixel Perfect reports
Adaptive Insights
9.0
Microsoft BI
7.7
Customizable dashboards
Adaptive Insights
10.0
Microsoft BI
8.0
Report Formatting Templates
Adaptive Insights
9.0
Microsoft BI
7.9

Ad-hoc Reporting

Adaptive Insights
8.0
Microsoft BI
8.5
Drill-down analysis
Adaptive Insights
9.0
Microsoft BI
8.4
Formatting capabilities
Adaptive Insights
7.0
Microsoft BI
8.2
Integration with R or other statistical packages
Adaptive Insights
8.0
Microsoft BI
8.5
Report sharing and collaboration
Adaptive Insights
8.0
Microsoft BI
8.8

Report Output and Scheduling

Adaptive Insights
8.0
Microsoft BI
8.5
Publish to PDF
Adaptive Insights
8.0
Microsoft BI
8.7
Report Versioning
Adaptive Insights
8.0
Microsoft BI
8.6
Report Delivery Scheduling
Adaptive Insights
8.0
Microsoft BI
8.1
Publish to Web
Adaptive Insights
Microsoft BI
8.4
Delivery to Remote Servers
Adaptive Insights
Microsoft BI
8.6

Data Discovery and Visualization

Adaptive Insights
7.7
Microsoft BI
8.4
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights
7.0
Microsoft BI
8.5
Location Analytics / Geographic Visualization
Adaptive Insights
8.0
Microsoft BI
8.1
Predictive Analytics
Adaptive Insights
8.0
Microsoft BI
8.5

Access Control and Security

Adaptive Insights
9.0
Microsoft BI
8.5
Multi-User Support (named login)
Adaptive Insights
9.0
Microsoft BI
8.5
Role-Based Security Model
Adaptive Insights
9.0
Microsoft BI
8.4
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights
9.0
Microsoft BI
8.7
Single Sign-On (SSO)
Adaptive Insights
Microsoft BI
8.5

Mobile Capabilities

Adaptive Insights
8.5
Microsoft BI
8.2
Responsive Design for Web Access
Adaptive Insights
8.0
Microsoft BI
8.1
Dedicated iOS Application
Adaptive Insights
8.0
Microsoft BI
8.4
Dedicated Android Application
Adaptive Insights
8.0
Microsoft BI
8.1
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
10.0
Microsoft BI
8.2

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

Adaptive Insights
8.6
Microsoft BI
Flat file integration
Adaptive Insights
8.3
Microsoft BI
Excel data integration
Adaptive Insights
8.7
Microsoft BI
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Microsoft BI

Application Program Interfaces (APIs) / Embedding

Adaptive Insights
Microsoft BI
7.9
REST API
Adaptive Insights
Microsoft BI
8.1
Javascript API
Adaptive Insights
Microsoft BI
8.3
iFrames
Adaptive Insights
Microsoft BI
8.1
Java API
Adaptive Insights
Microsoft BI
7.2
Themeable User Interface (UI)
Adaptive Insights
Microsoft BI
8.2
Customizable Platform (Open Source)
Adaptive Insights
Microsoft BI
7.7

Pros

  • I love how easy it is to track software and general amortizations in Adaptive. The software has been an issue with my past employers, but it flows very easily here in Adaptive.
  • We also use Adaptive's OfficeConnect for easy reporting. It has helped us automate our reporting as we work with internal departments. We have the reports built, and the software and can refresh all of them simultaneously, reducing generation time and giving us more time for analysis.
  • We are building out more operational metrics now. We are starting to track sales opportunities across different business segments to see the correlation between spending activities and opportunity generation. This helps us set better targets in the future. This paired with OfficeConnect also makes it very easy to track and report on operational metrics in addition to financial metrics.
Mark McConkie profile photo
  • EASY visualization of business data. Excel is the killer app so anybody remotely good at basic office tools knows how to make PivotTables and PivotCharts. If you don't, it's really easy to learn; give it a try... People think big data visualization is hard but it's not for most business use cases.
  • FAST visualization of business data. There are BI/Analytics tools out there, some of them beginning with the letter S, that are slooow. I do my taxes waiting for them to run basic queries/filters/charts. Microsoft BI (and Tableau, etc.) create compact data models to allow for pretty fast data loading and slicery.
  • FREE or at least REALLY CHEAP visualization of business data. Who has MS Office on their business computer? Oh, everybody. If you don't have Office Pro, pony up for that or get the monthly license. The bigness of data you can run on your own machine is fairly big; don't use cloud if you don't need it. By comparison, who enjoys throwing thousands of dollars away on bloated legacy BI software? Well, too many companies, apparently.
Alexander Lubyansky profile photo

Cons

  • It can get cumbersome to have separate sheets for all prepaid expenses. The software works out very neatly - but creating a new sheet for each prepaid expense can be difficult. Because of this, I feel like forecasting is less based on actual plans, and more based on gut feelings, and trends rather than actual plans.
  • I wish OfficeConnect could pull individual lines rather than just aggregated data. The example that I'm trying to work on now is that I would like to pull personnel information from OfficeConnect (mainly pulling lists of employees, or open positions). I don't know how to do that currently. I can pull aggregated data and show totals - but I can't see the individual lines that make up that total within OfficeConnect.
Mark McConkie profile photo
  • Parallel Sequential job Processing within the SSIS GUI, not using DTS
  • More Options for non-SharePoint portal Integration
  • Reporting Services performance browser rendering time for reports
Lee Cullom profile photo

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
We just recently renewed our contract and I wouldn't hesitate to renew again. First, Adaptive as a company has a great customer-first attitude and they're great to work with. Their customer service team is fantastic. Second, they are constantly trying to improve the product and make it better, but not losing sight of what we really need. Also, the longer you use the product the more it is filled with priceless data all in one spot with instant access to report on and dig into.
Kevin Bradshaw profile photo
Microsoft BI8.0
Based on 25 answers
Low Cost and catching up to the market expectations
No photo available

Usability

Adaptive Insights7.7
Based on 75 answers
Menus are easy to navigate, sheets are straightforward and flexible and you can work on your budget/forecasts without being at the office. The cloud based system makes it easy for users to complete their processes offsite and without needing there work provided computer. Creating new reports using both the web based Adaptive tool and OfficeConnect is quite simple with very minimal training.
Gary Grzesiak profile photo
Microsoft BI7.0
Based on 5 answers
Easy to use. Good User Interface and visualizations
No photo available

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
As far as I recall, it is always up and available when I need to use it, except obviously when it announced couple of hours of down time during its upgrade or maintenance.
Lenny Wu, MBA, MA, CPA, CGA profile photo
Microsoft BI9.5
Based on 2 answers
The product has been reliable.
Robert Goodman profile photo

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
Microsoft BI7.0
Based on 2 answers
SQL Server Reporting Services (SSRS) can drag at times. We created two report servers and placed them under an F5 load balancer. This configuration has worked well. We have seen sluggish performance at times due to the Windows Firewall.
Robert Goodman profile photo

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
Microsoft BI7.1
Based on 6 answers
We are not currently utilizing Microsoft's technical support.
Robert Goodman profile photo

In-Person Training

No score
No answers yet
No answers on this topic
Microsoft BI6.9
Based on 3 answers
This training was more directed toward what the product was capable of rather than actual programming.
Stephanie Grice profile photo

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
Microsoft BI8.5
Based on 2 answers
I have used on-line training from Microsoft and from Pragmatic Works. I would recommend Pragmatic Works as the best way to get up to speed quickly, and then use the Microsoft on-line training to deep dive into specific features that you need to get depth with.
Sean Brady profile photo

Implementation

Adaptive Insights8.2
Based on 13 answers
Although having a set of spreadsheet and workbooks helps to define the logic and processes, preparing a requirements document is also an important element in a successful implementation. In addition, dedicating a knowledgeable user as part of the "Scrum" development allows focus and permits the implementation to proceed without time loss and promotes knowledge transfer. Finally, having an onsite developer speeds the process and can reduce the overall cost as well.
Bob Katz, CMA, CFM, CFP® profile photo
Microsoft BI9.6
Based on 7 answers
Be prepared to help business users define their data. We found that different campuses had different definitions for the same thing. This took some change management and negotiating to get each team to come to a common understanding.
Robert Goodman profile photo

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
Not widely used. It's being deployed across the organization.
Jerome Lambert, PhD profile photo

Alternatives Considered

For us, it came down to Adaptive Insights and Host Analytics. The benefits seemed very comparable. We ultimately decided on Adaptive Insights because it cost less to implement and the time to implement was less compared to Host Analytics. We are VERY happy with our decision to go with Adaptive Insights.
Denise Lewis profile photo
With over 20 years in IT, I have experienced a full range of relational and non-relational data solutions, from Oracle and Informix to MongoDB and Hadoop. In my opinion, the Microsoft BI stack is the most complete, well-rounded, high performing data management system on the planet right now. More and more, the ability to make data-driven decisions sets organizations apart from their competitors, and no one offers a better solution than Microsoft and its partners. As more and more of what we do in business life moves to the cloud, Microsoft is again leading the way with its Azure platforms.
Chris Utter 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
Microsoft BI8.3
Based on 33 answers
It is easy to export anything you build in Microsoft BI to Excel or other tools and then share it from there. With SSRS being a web based reporting tool, that makes it very easy to share reports with anyone that has access to the internet or the network. At this point the weak point in report accessibility is on tablets and smartphones, Microsoft is working to make all of their tools HTML5 compliant, but it is not there yet. Security for all of the tools is baked in and is easy to setup if you already have a Microsoft Active Directory infrastructure. If you are not using Microsoft Active Directory you can still enhance the tools to use your own security tools without a lot effort. I believe that in the very near future this rating will be a 10 as well, once all of the tools are supported on all platforms using established standards.
Steve Wake profile photo

Data Integration

Adaptive Insights7.6
Based on 17 answers
It is very simple to update data, both monthly actuals and budgeting data, using an Excel template or the connector.
Robin Webber profile photo
Microsoft BI8.4
Based on 32 answers
Plenty of data connectors in the base version.
Ivan Leung 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

  • Month-end reporting: It's hard to say how much time Adaptive Insights has provided, but I can say we no longer have formula errors in Excel reports and refreshing financial statements every month only takes a couple of clicks.
  • Budgeting/forecasting: We have saved a tremendous amount of time in our budgeting cycle. After importing a budget in Adaptive Insights and setting up the model with formulas, we are able to copy the most recent budget version into the next budget version and review. Being able to budget in Adaptive Insights also removes the possibility of formula and linking errors that come with Excel.
Denise Lewis profile photo
  • At the moment, the lack of use of Power BI has indered our market progression IMO
  • A large majority of customers keeps the solution once implemented, very few have switched platform
  • Once organizations implement Office 365, the potential for added business with Microsoft BI will really manifest. At this time, the slow adoption of Office 2013 or more recent is limiting the analysis and visualizations capabilities of our average client.
Charles Saulnier 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
Adaptive Insights Editions & Modules
Adaptive Insights
Additional Pricing Details

Adaptive Insights More Information

Microsoft BI

General
Free Trial
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No
Microsoft BI Editions & Modules
Microsoft BI
Edition
Power BI
$0
Power BI Pro
$102
2. per user per month
Additional Pricing Details

Microsoft BI More Information