User-Friendly Planning
March 26, 2018
User-Friendly Planning
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Adaptive Insights
We use Adaptive Planning to support our customers and farm credit associations, in their annual business planning. It allows for rolling forecasting, while also re-addressing budgeting every planning season.
- With built-in and developed assumptions, it produces a very efficient beginning point for planning. It takes out most of the leg work of analysis on a line by line, and level by level basis.
- Producing reports from the budget sheets is quick and effective, literally at the click of a button. Also, developing reports is fairly straight forward and easy to create.
- Integration of data is well connected throughout Adaptive Planning.
- It may just be how our model is constructed, but I've had feedback that our customers would like to be able to plan using an average interest rate function, rather than by product.
- Would love chart integration in the sheets, to see trend analysis better.
- Our customers like using Adaptive Planning. Being in my first year with the company I work for, bringing my background in financial planning, whereas my predecessor had more of an IT logistical background, I believe that our customers have increased their appreciation in the model, particularly having someone support it that understands financial planning & analysis.
- I believe that Adaptive Planning is efficient and user-friendly, compared to other systems that I have used, and I have enjoyed increasing my knowledge of the system.
- Setting up and implementing Adaptive Planning has definitely been an investment, and I have worked diligently to ensure that our customers are using it to their full advantage to justify the cost.
Adaptive Planning's model features makes rolling forecasting incredibly easy and fast. I am working to implement reporting outputs that would include more variance analysis.
During planning season, I am able to financially plan faster and more effectively so that I can spend more time reviewing model outputs for reasonability and stress analysis.