Adaptive for Planning & Reporting
March 19, 2018
Adaptive for Planning & Reporting
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Adaptive Insights
Adaptive Insights is being used by the finance department primarily for planning. We also use Office Connect for reporting. It simplifies the planning process and also gives us quick, push-button reports.
- You are able to make changes in the expense plan based on headcount, organization, location. All changes flow nicely and are updated based on hiring plan.
- Any changes made to income statement flow through to balance sheet and cash flows. Makes planning easier because you are able to test versions and quickly see the output.
- Office Connect is a great way to get push button reports with identical format.
- I would love to be able to open more than one Office Connect document at a time.
- There are many features similar to excel, but are missing some features. For example, I'd like to be able to select a group and delete, or select a group to copy/paste.
- Budgeting and forecasting cycles are much quicker.
- Month-end reporting is just an import and a push-button export of the report.
- Can create new versions for scenario modeling.
Data quality is better - reports pull from exact accounts and departments. Always accurate and very quick to pull. I don't use dashboards.
More time looking at variance analysis. Simplifies process and always know it will be accurate.