Adaptive Insights Review: "Solid product, excellent support."https://www.trustradius.com/corporate-performance-management-cpmAdaptive InsightsUnspecified8.72041012013-01-02T19:28:12.435Z
Overall Satisfaction with Adaptive Insights
- Solid product with excellent customer support - supports mainstream budget and forecast needs well and is fairly customizable to customer needs.
- You will need someone comfortable with a cloud based product and comfortable with using the tools formula builder along with creating customizations ... it's similar to spreadsheets in a lot of respects, but formulas don't work 100% like they do in Excel and you will create a lot of custom accounts, sheets, etc. that require a little getting used to (along with getting used to a cloud based tool).
- Instant consolidation of financial numbers; no re-work tracking down linking errors in spreadsheets; easy to run "one-off" scenarios ... basically makes finance professionals more efficient once they get used to the tool and gives them the ability to get at data and run reports more timely than they were probably able to do previously.
Part of a NetSuite implementation for my most recent client; in other systems selections I've been a part of, it was chosen for cost, feature set, and support.
Using Adaptive Insights
- Nothing too fancy, but have used their template report functionality to create charts & graphs that link back to a financial data sheet tab; using Excel formulas in the template linking back to the data sheet allow for quite a bit of creativity along with giving users the freedom to still use Excel which most are more comfortable with - the possibilities are really endless as long as you can get the data into a data sheet tab and are strong with Excel.
- Adaptive has quite a bit of new BI functionality (Discovery, etc.) that I have not had access to yet, but it looks impressive.
- You can structure your Adaptive models to pull in non-financial data (which can be imported) and then incorporate into your reports.
Adaptive Insights Implementation
They do a great job; any issues have been on the customer end making the time to focus on the setup work ... I would advise making sure you have an individual or two that can focus on this over the implementation period.
Adaptive Insights Training
Adaptive Insights Support
As mentioned previously - responsive, thoughtful answers, and usually give more than one alternative.