What users are saying about

Adaptive Insights

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
205 Ratings
2 Ratings

Adaptive Insights

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
205 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.7 out of 101
2 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8 out of 101

Add comparison

Likelihood to Recommend

Adaptive Insights

We are a medium-sized holding company, and Adaptive Insights has worked tremendously well for us! We do not currently use it to consolidate our business units, but we plan on exploring that soon. If you find yourself spending numerous hours creating financial statements and budgeting in Excel, then Adaptive Insights may be for you! It saves us an exponential amount of time in variance analysis, refreshing financial statements, and budgeting.
Denise Lewis profile photo

Solver BI360

We have multiple departments where they use different sources and application to reports. Solver provided us with this solution in forms of Web portal reporting, which can be accessed across the Whole company, which reduces the number of reports significantly and uniformity. One reporting application through a single source.Our budgeting process is unique last year we had many account executives shuffled, which made very complex for us to reassign accounts and budget for their sales. with complex Budgeting templates, it was not easy anyway. We had to rework our template through 4 revisions
No photo available

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
Solver BI360
7.0
Pixel Perfect reports
Adaptive Insights
9.0
Solver BI360
Customizable dashboards
Adaptive Insights
10.0
Solver BI360
7.0
Report Formatting Templates
Adaptive Insights
9.0
Solver BI360
7.0

Ad-hoc Reporting

Adaptive Insights
8.0
Solver BI360
7.8
Drill-down analysis
Adaptive Insights
9.0
Solver BI360
7.0
Formatting capabilities
Adaptive Insights
7.0
Solver BI360
7.0
Integration with R or other statistical packages
Adaptive Insights
8.0
Solver BI360
8.0
Report sharing and collaboration
Adaptive Insights
8.0
Solver BI360
9.0

Report Output and Scheduling

Adaptive Insights
8.0
Solver BI360
6.5
Publish to PDF
Adaptive Insights
8.0
Solver BI360
Report Versioning
Adaptive Insights
8.0
Solver BI360
Report Delivery Scheduling
Adaptive Insights
8.0
Solver BI360
8.0
Publish to Web
Adaptive Insights
Solver BI360
5.0

Data Discovery and Visualization

Adaptive Insights
7.7
Solver BI360
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights
7.0
Solver BI360
Location Analytics / Geographic Visualization
Adaptive Insights
8.0
Solver BI360
Predictive Analytics
Adaptive Insights
8.0
Solver BI360

Access Control and Security

Adaptive Insights
9.0
Solver BI360
6.8
Multi-User Support (named login)
Adaptive Insights
9.0
Solver BI360
9.0
Role-Based Security Model
Adaptive Insights
9.0
Solver BI360
7.0
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights
9.0
Solver BI360
8.0
Single Sign-On (SSO)
Adaptive Insights
Solver BI360
3.0

Mobile Capabilities

Adaptive Insights
8.5
Solver BI360
Responsive Design for Web Access
Adaptive Insights
8.0
Solver BI360
Dedicated iOS Application
Adaptive Insights
8.0
Solver BI360
Dedicated Android Application
Adaptive Insights
8.0
Solver BI360
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
10.0
Solver BI360

Budgeting, Planning, and Forecasting

Adaptive Insights
8.6
Solver BI360
Long-term financial planning
Adaptive Insights
8.9
Solver BI360
Financial budgeting
Adaptive Insights
8.8
Solver BI360
Forecasting
Adaptive Insights
9.1
Solver BI360
Scenario modeling
Adaptive Insights
8.2
Solver BI360
Management reporting
Adaptive Insights
8.1
Solver BI360

Consolidation and Close

Adaptive Insights
7.5
Solver BI360
Financial data consolidation
Adaptive Insights
7.9
Solver BI360
Journal entries and reports
Adaptive Insights
5.6
Solver BI360
Multi-currency management
Adaptive Insights
7.6
Solver BI360
Intercompany Eliminations
Adaptive Insights
7.5
Solver BI360
Minority Ownership
Adaptive Insights
7.1
Solver BI360
Local and consolidated reporting
Adaptive Insights
8.3
Solver BI360
Detailed Audit Trails
Adaptive Insights
8.5
Solver BI360

FInancial Reporting and Compliance

Adaptive Insights
8.3
Solver BI360
Financial Statement Reporting
Adaptive Insights
9.0
Solver BI360
Management Reporting
Adaptive Insights
8.6
Solver BI360
Excel-based Reporting
Adaptive Insights
8.4
Solver BI360
Automated board and financial reporting
Adaptive Insights
8.5
Solver BI360
XBRL support for regulatory filing
Adaptive Insights
7.0
Solver BI360

Analytics

Adaptive Insights
7.6
Solver BI360
Personalized dashboards
Adaptive Insights
7.3
Solver BI360
Color-coded scorecards
Adaptive Insights
6.8
Solver BI360
KPIs
Adaptive Insights
8.0
Solver BI360
Cost and profitability analysis
Adaptive Insights
8.0
Solver BI360
Key Performance Indicator setting
Adaptive Insights
8.0
Solver BI360
Benchmarking with external data
Adaptive Insights
7.3
Solver BI360

Integration

Adaptive Insights
8.6
Solver BI360
Flat file integration
Adaptive Insights
8.3
Solver BI360
Excel data integration
Adaptive Insights
8.7
Solver BI360
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Solver BI360

Pros

  • Web-based system which eliminates the need to purchase new software. System is accessible anywhere as long as there is internet access.
  • Its features provide for good planning, budgeting, and forecasting.
  • The ability to create customized reports is a very nice touch - we are able to share this across our organization.
Jessalyn Ka profile photo
  • Budgeting is one of the Best features they have in BI360.
  • Excel-based reporting gives all Excel-lovers more confident.
  • Data Warehouse holds data from different systems, so cross-platform reporting made easy.
No photo available

Cons

  • The in-house consultants who originally set up Adaptive were poor listeners - and as a result built a model that didn't work for my organization. I had to hire an outside consulting firm with more experience with nonprofits to redo my model. I lost about 1 year of usefulness as a result.
  • Mastering attributes for reporting takes time. The system can do many things, but not without lots of time and effort. I ended up hiring a consultant to build initial reports I needed. I'm comfortable enough now to edit and update, but still have some hesitancy building new reports. One difficulty I have is not knowing the impact a single change, such as the name of a field, can have on everything else associated with that named field or dimension or attribute. It would be nice to have a map showing the links between everything.
Daniel Killpack profile photo
  • Real-time data for reporting is not available when you get it from the warehouse.
  • Not compatible with Google Chrome.
  • Lack of version and source control for reports on the Web portal.
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
No score
No answers yet
No answers on this topic

Usability

Adaptive Insights7.7
Based on 75 answers
Building complex reports is still difficult to do when using dimension or level attributes. Formulas are still a challenge.
Daniel Killpack profile photo
No score
No answers yet
No answers on this topic

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
It's never been out of action when we've needed to use it.
Lee Hawthorn 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
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
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

My decision came down to Adaptive vs Host Analytics. Host made the claim that because their sheets were just like excel, you wouldn't need to learn any new commands. Rather, I thought that was a downside. I didn't want another glorified version of excel, I was looking for something different, something new. Adaptive had that. They were also far more willing to work with a nonprofit and become a partner, rather than just a vendor.
Daniel Killpack profile photo
Flexibility in the creation of dashboard and more robust.
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
Solver BI3606.0
Based on 1 answer
I have not had chance to use this much.
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
Solver BI3606.0
Based on 1 answer
We use custom configured MIS. for which we don't have configurator we can use with Solver. I would love to get that feature, where I can connect my MIS and do reporting out of BI360.
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

  • We've completely eliminated Excel in the budget cycle. I no longer have to consolidate 90 spreadsheets to get the organizational budget. Last minute changes are saved in Adaptive. With the audit feature, I can know who made what change and whether or not it was approved at the top level.
  • KPI dashboards have lowered expenses as users have real-time information on their expense ratio for major events. We've been able to lower costs, increase gross revenue and net revenue all at the same time.
Daniel Killpack 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

Solver BI360

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

Solver BI360 More Information