What users are saying about

Adaptive Insights

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Top Rated
205 Ratings
Top Rated
239 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101
Top Rated
239 Ratings
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Score 8 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

SAP ERP

SAP ERP is great for manufacturing companies dealing with inventory, BOMs, backflushing material in production.
No photo available

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
SAP ERP
Pixel Perfect reports
Adaptive Insights
9.0
SAP ERP
Customizable dashboards
Adaptive Insights
10.0
SAP ERP
Report Formatting Templates
Adaptive Insights
9.0
SAP ERP

Ad-hoc Reporting

Adaptive Insights
8.0
SAP ERP
Drill-down analysis
Adaptive Insights
9.0
SAP ERP
Formatting capabilities
Adaptive Insights
7.0
SAP ERP
Integration with R or other statistical packages
Adaptive Insights
8.0
SAP ERP
Report sharing and collaboration
Adaptive Insights
8.0
SAP ERP

Report Output and Scheduling

Adaptive Insights
8.0
SAP ERP
Publish to PDF
Adaptive Insights
8.0
SAP ERP
Report Versioning
Adaptive Insights
8.0
SAP ERP
Report Delivery Scheduling
Adaptive Insights
8.0
SAP ERP

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

Adaptive Insights
8.5
SAP ERP
Responsive Design for Web Access
Adaptive Insights
8.0
SAP ERP
Dedicated iOS Application
Adaptive Insights
8.0
SAP ERP
Dedicated Android Application
Adaptive Insights
8.0
SAP ERP
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
10.0
SAP ERP

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

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

Payroll Management

Adaptive Insights
SAP ERP
7.5
Pay calculation
Adaptive Insights
SAP ERP
5.0
Benefit plan administration
Adaptive Insights
SAP ERP
8.3
Direct deposit files
Adaptive Insights
SAP ERP
8.3
Salary revision and increment management
Adaptive Insights
SAP ERP
7.8
Reimbursement management
Adaptive Insights
SAP ERP
8.1

Customization

Adaptive Insights
SAP ERP
7.8
API for custom integration
Adaptive Insights
SAP ERP
7.5
Plug-ins
Adaptive Insights
SAP ERP
8.0

Security

Adaptive Insights
SAP ERP
8.6
Single sign-on capability
Adaptive Insights
SAP ERP
8.5
Role-based user permissions
Adaptive Insights
SAP ERP
8.7

Reporting & Analytics

Adaptive Insights
SAP ERP
7.4
Dashboards
Adaptive Insights
SAP ERP
7.1
Standard reports
Adaptive Insights
SAP ERP
7.7
Custom reports
Adaptive Insights
SAP ERP
7.5

General Ledger and Configurable Accounting

Adaptive Insights
SAP ERP
8.3
Accounts payable
Adaptive Insights
SAP ERP
8.0
Accounts receivable
Adaptive Insights
SAP ERP
7.7

Inventory Management

Adaptive Insights
SAP ERP
7.9
Inventory tracking
Adaptive Insights
SAP ERP
8.5
Automatic reordering
Adaptive Insights
SAP ERP
7.6
Location management
Adaptive Insights
SAP ERP
7.7
Manufacturing module
Adaptive Insights
SAP ERP
7.7

Order Management

Adaptive Insights
SAP ERP
7.6
Pricing
Adaptive Insights
SAP ERP
8.0
Order entry
Adaptive Insights
SAP ERP
7.5
Credit card processing
Adaptive Insights
SAP ERP
6.9
Cost of goods sold
Adaptive Insights
SAP ERP
8.0

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
  • The administration of clients. Accounts with a complete customer management system, transaction history, claims, everything related to your customers.
  • Access controls by users. With this you avoid users without authorization levels, entering into transactions or making changes.
  • Integration to other systems. To take advantage of all the information generated, you can integrate with another system, for example, one to generate reports.
Alexis Correa 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
  • User interface
  • CRM
  • Reporting and data analysis
No photo available

Likelihood to Renew

Adaptive Insights8.6
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
SAP ERP8.6
Based on 4 answers
The cost of SAP as an ERP is quite high and the switching costs associated with ERP systems are even higher. That being said moving from one ERP to another only happens once in a great while for large organizations. Those switching costs include retraining, IT hardware requirements, outside consultants and more
Todd Bellamy profile photo

Usability

Adaptive Insights7.7
Based on 75 answers
Adaptive Planning is intuitive and it's easy to train our users since the database looks a lot like an excel spreadsheet. I've been an Admin for five years and it's easy to maintain the system (setting up users, adding new accounts/cost centers, adding new mappings, controlling access, etc.). The consultants at Adaptive Suite are very accessible and we've engaged them on numerous occasions. For instance, we used consultants to assist with implementing structural changes to our organization (we added legal entities) and with modeling corporate allocations when new allocation functionality became available.
Jennifer Summitt profile photo
SAP ERP8.0
Based on 1 answer
Once you learn how to use SAP ERP, it becomes a powerful tool for analysis and inventory management.
No photo 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
SAP ERP10.0
Based on 1 answer
No answer on this topic is available.

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
SAP ERP3.0
Based on 1 answer
No answer on this topic is available.

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
SAP ERP3.0
Based on 1 answer
No answer on this topic is available.

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

I have used Hyperion and TM1 solutions in the past.
Hyperion was expensive and difficult to implement, requires more technical knowledge to set up the business rules for more more hands on IT support.
TM1 was a great tool for FP&A users. However TM1 lacked a report writer and was not a cloud based solution so access for international offices and those who traveled frequently had challenges. Adaptive offers a well-rounded solution cost effective solution with easy access, user friendly interface, built in report writer and dashboard capabilities.
Lisa VanHuystee profile photo
World wide adoption, diversity and partners availability. Geographic legal requirements functionality. Professional availability are pros. Cost of implementation, end user usability are cons. It has a very good integration cross modules and the API are very robust avoiding data integrity issue when you implement interfaces from and to other systems thru functional modules or BAPIs
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
No score
No answers yet
No answers on this topic

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
No score
No answers yet
No answers on this topic

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
  • Strong return on investment- as data is stored and can be used to implement strategies at organization to be more efficient.
  • Lot of data automation opportunities to improve efficiency.
No photo available

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

SAP ERP

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

SAP ERP More Information