What users are saying about

Adaptive Insights

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Top Rated
206 Ratings

Adaptive Insights

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Top Rated
206 Ratings
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Score 8.6 out of 101
4 Ratings
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Score 8.3 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

Phocas Business Intelligence

Phocas Business Intelligence is great for drilling down into data, getting very specific information, and viewing dashboards, but Phocas is not great for creating charts and graphs.
No photo available

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
Phocas Business Intelligence
7.2
Pixel Perfect reports
Adaptive Insights
9.0
Phocas Business Intelligence
Customizable dashboards
Adaptive Insights
10.0
Phocas Business Intelligence
7.2
Report Formatting Templates
Adaptive Insights
9.0
Phocas Business Intelligence
7.2

Ad-hoc Reporting

Adaptive Insights
8.0
Phocas Business Intelligence
7.6
Drill-down analysis
Adaptive Insights
9.0
Phocas Business Intelligence
9.1
Formatting capabilities
Adaptive Insights
7.0
Phocas Business Intelligence
6.4
Integration with R or other statistical packages
Adaptive Insights
8.0
Phocas Business Intelligence
Report sharing and collaboration
Adaptive Insights
8.0
Phocas Business Intelligence
7.2

Report Output and Scheduling

Adaptive Insights
8.0
Phocas Business Intelligence
5.2
Publish to PDF
Adaptive Insights
8.0
Phocas Business Intelligence
6.4
Report Versioning
Adaptive Insights
8.0
Phocas Business Intelligence
5.5
Report Delivery Scheduling
Adaptive Insights
8.0
Phocas Business Intelligence
3.7

Data Discovery and Visualization

Adaptive Insights
7.7
Phocas Business Intelligence
4.9
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights
7.0
Phocas Business Intelligence
5.5
Location Analytics / Geographic Visualization
Adaptive Insights
8.0
Phocas Business Intelligence
4.6
Predictive Analytics
Adaptive Insights
8.0
Phocas Business Intelligence
4.6

Access Control and Security

Adaptive Insights
9.0
Phocas Business Intelligence
8.7
Multi-User Support (named login)
Adaptive Insights
9.0
Phocas Business Intelligence
9.1
Role-Based Security Model
Adaptive Insights
9.0
Phocas Business Intelligence
9.1
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights
9.0
Phocas Business Intelligence
8.0

Mobile Capabilities

Adaptive Insights
8.5
Phocas Business Intelligence
7.7
Responsive Design for Web Access
Adaptive Insights
8.0
Phocas Business Intelligence
8.2
Dedicated iOS Application
Adaptive Insights
8.0
Phocas Business Intelligence
Dedicated Android Application
Adaptive Insights
8.0
Phocas Business Intelligence
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
10.0
Phocas Business Intelligence
7.3

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

Adaptive Insights
8.2
Phocas Business Intelligence
Financial Statement Reporting
Adaptive Insights
9.0
Phocas Business Intelligence
Management Reporting
Adaptive Insights
8.5
Phocas Business Intelligence
Excel-based Reporting
Adaptive Insights
8.4
Phocas Business Intelligence
Automated board and financial reporting
Adaptive Insights
8.4
Phocas Business Intelligence
XBRL support for regulatory filing
Adaptive Insights
7.0
Phocas Business Intelligence

Analytics

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

Integration

Adaptive Insights
8.5
Phocas Business Intelligence
Flat file integration
Adaptive Insights
8.3
Phocas Business Intelligence
Excel data integration
Adaptive Insights
8.7
Phocas Business Intelligence
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Phocas Business Intelligence

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
  • Phocas is great at drilling down data, getting specific information, and presenting it in a report.
  • Phocas can be used to view up to the minute data gathered from the database.
  • It allows the user to create and view different type of dashboards very easily.
No photo available

Cons

  • Model - It takes a little bit of time to get familiar with how the model works.
Denise Lewis profile photo
  • Phocas needs to make it easier to connect to different types of databases.
  • The data in Phocas needs to be updated faster in some cases.
  • It needs to provide functions to create better charts and graphs.
No photo available

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
At this point we have set up our reporting to integrate with Adaptive. We have spent some non-recurring money to set up and populate the system. Switching at this point would only be an option if we were unhappy with the decision. This might seem like I am side-stepping the issue but I think an important point is being made. Whatever system you decide to go with, changing later is costly and unproductive. We chose Adaptive and have absolutely no regrets. We are currently at a crossroads here at Teachscape and are looking at several different potential options. If we were still relying on a 20 to 40 sheet Excel workbook with thousands of links and formulas, I don't think I would be able to sleep at night. Adaptive gives me a greater level of comfort.
Michael Bright profile photo
No score
No answers yet
No answers on this topic

Usability

Adaptive Insights7.6
Based on 75 answers
Adaptive Insights is incredibly easy to use! OfficeConnect makes creating and updating financial reports a breeze!
Denise Lewis profile photo
No score
No answers yet
No answers on this topic

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
Cloud-based allows for access anywhere. Very little downtime.
Andrew Rosenberg 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

Alternatives Considered

To be honest - Host Analytics seemed relatively similar to Adaptive. However, Adaptive was our number one choice because:- The Adaptive suite looked a lot better. It seemed smarter and "sharper" and the data visualisation was better.- The people from Adaptive throughout the selection process were more helpful and insightful. This was confirmed throughout the implementation where we had really excellent service and help from Adaptive.
Andy Clifton profile photo
Phocas is easy to use for end users and can be used on desktops, laptops, and phones.
No photo available

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
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
Additional Pricing Details

Adaptive Insights More Information

Phocas Business Intelligence

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Additional Pricing Details
Phocas has built its business model on exceeding customer expectations. We’ve operated on a subscription basis from the start and in the words of Phocas Group chairman and co-founder Paul Magee: ‘That puts the onus on us to perform’. And we like that. In fact, our whole company ecosystem is built around that ‘light bulb moment’ when customers achieve a breakthrough by seeing their business through fresh eyes.

Phocas Business Intelligence More Information