Once setup, a very useful tool.
March 23, 2018
Once setup, a very useful tool.
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Adaptive Insights
The software is being used across the whole organization to create annual budgets, year-end projections, and monthly income statements. The security allows the company to give different users different access rights.
- The security is simple to use. We can restrict users to only see certain departments or sheets. We can also limit who sees salary information.
- Reports are easy to create and can be exported in a clean format to Excel or PDF.
- The systems allow you to enter data directly into the software or you can upload data from an external source.
- The programming of new sheets and formulas can be created with limited programming knowledge but you need to bounce around to a few different windows to get some formulas to work. I think it's easier to create formulas in Excel, but once the formulas are created they work well.
- The software has saved us a lot of time with our month end reporting. We can complete the majority of customization within the software. We download the reports to Excel and complete 1 or 2 minutes of tweaking and the reports are ready to go.
- What-if scenarios are easy to create and we can compare these scenarios side-by-side easily.
The reporting cycle is much quicker with Adaptive. We make very few changes to the reports outside of Adaptive.
We trust the formulas and how the data flows in the software so we spend less time double checking to make sure formulas are working and more time analyzing the numbers.