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Adaptive Planning

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Adaptive Planning is the leader in on-demand budgeting, forecasting, and reporting solutions. We make it easy for companies worldwide to improve financial agility, strengthen collaboration, and drive better-informed and more strategic business decisions. Best of all, unlike traditional enterprise software alternatives, our innovative solution is affordable, deploys in just days, and does not require new hardware, software, or IT support. Powerful planning and reporting have never been easier.

Planning & Reporting Challenges

High-quality financial management is essential for competitiveness, but most companies are not operating at a world-class level. Budgeting is slow, re-forecasting is infrequent, monthly reports lack key information, and what-if analyses are incomplete or impossible. Worse yet, the processes are devoid of inspiration and do not surface creative new thinking. No one’s happy. FP&A teams would like to save time, eliminate errors, and make higher-level contributions. Business managers want a less intimidating, less time consuming process that helps them run their businesses better. And CFOs and other executives want to improve participation, alignment, and consistency, ultimately driving greater strategic value.

Obstacles to Success

What’s holding companies back? There are several key issues:

• Pervasive use of spreadsheets. Despite their shortcomings, over 75% of companies still rely upon spreadsheets for planning and reporting. Traditional BI & BPM alternatives are simply too expensive and complicated for most companies.

• Lack of collaboration. Midsized and large companies cite “lack of collaboration” as their biggest planning and reporting challenge. In addition to rolling up numbers, they want to foster more dialogue and communication—but the current approach clearly isn’t working.

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