Go beyond budgets with Adaptive Insights
Updated April 29, 2015

Go beyond budgets with Adaptive Insights

Lee Hawthorn | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Planning

Overall Satisfaction with Adaptive Suite

We use Adaptive Insights to facilitate our rolling driver based plan. By integrating data we have eliminated the budget and moved to a more lean update that is less time consuming. We can tweak the assumptions and see the impact to cash right in the meeting. No more "hold on, let me go back to my desk to reprocess the Excel book".
  • Customer Support is the best I've experienced in the years I've been working with CPM software
  • Usability : It's very easy to get going with Adaptive Insights. They clearly put this at the top of their priorities.
  • Innovation : Providing the cloud based service lets us outsource the parts that are most difficult to handle - this leaves us with the bread and butter we want
  • Data integration - we'd like a self service method to hook up AI to our on premise and cloud based sources.
  • Reporting - I wouldn't describe reporting as weak - moreover, my expectations are high.
  • Structure Management - in some use cases it would be useful to lock down a version including the structure i.e. levels/attributes/dimensions
The financial heritage of Adaptive Insights is visible in the product and usability pushed them ahead.
We're very happy with the service. We've reached our projects goals. The product is being continually improved.
  • Increased employee efficiency - 3 FTE
  • Better service delivery
It goes hand in hand with driver based planning. Don't just copy/paste - use the functionality to connect your plans together.

Using Adaptive Suite

Adaptive Suite Implementation

Be open to working up the plan in a way that leverages the power of the software.

Look to maximise the knowledge transfer early on - the software is very usable. You'll be able to maintain it yourself rather than being hooked to the partner.
  • Professional services company
Yes - 1. Structure - basic P&L + initial knowledge transfer
2. Revenue modelling + Opex drivers, b/s, c/f
3. Workforce + Capex
Change management was minimal - Set harder targets
  • Developing the complex workforce model

Using Adaptive Suite

It really is very easy to start using. The UI is very clean and all functions are within easy reach.
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • Creating formulas
  • Loading data
  • Writing reports

Adaptive Suite Reliability

It's never been out of action when we've needed to use it.