Adaptive Insights offers two discrete reporting platforms: the HTML option, which is included with each standard Adaptive Planning user license, and OfficeConnect, which is an Excel add-in and requires a separate license for each user. Each reporting option has its own strengths and weaknesses and ultimately the two platforms complement each other quite well.
Carlson Thought Leadership in Finance & Technology
At Carlson Management Consulting, we have implemented Adaptive Insights for many institutions of higher education – from larger universities to smaller private colleges. We are often asked early in the discovery phase of the engagement what are the key benefits that finance teams and institutions as a whole can expect to experience. Here are some benefits at the top of the list:
Carlson Management Consulting recently hosted a 30 minute webinar of DataBlend, our easy-to-use cloud integration solution designed for finance and business users. One of the webinar highlights was a hands-on demonstration of how Salesforce can be integrated with Adaptive Insights in mere minutes. DataBlend offers unique capabilities to unlock the full potential of Adaptive Insights to function as a central hub for decision-making. Please take a look at the recorded webinar below. Stayed tuned to the end of the recording to learn about Special[...]
In manufacturing, spreadsheets have traditionally played a significant and valuable role for finance teams. In particular, they are useful for ad hoc analysis and reporting. However, in our experience, many FP&A teams spend 80% of their time populating and validating spreadsheet data, leaving 20% of the time for analysis and proactive decision making. In a dynamic manufacturing marketplace with tight margins and constant change, this becomes a major problem. The lack of focus on analysis results in an inability to actively manage the business[...]
Financial planning and analysis (FP&A) in the Life Sciences is exciting and fast-paced. Within a high growth organization, whether pharma, biotech or medical devices, it can be a particularly thrilling environment to broaden our finance skills. However, unless you have the proper systems and processes in place that scale with an upward business trajectory, you will quickly get bogged down in reactive mode, responding to requests and putting out fires.