If your organization is in the process of selecting Adaptive Insights as its corporate performance management (CPM) solution of choice, there is a good chance that you will use one of their many partners for the implementation. After all, partners who specialize in implementing Adaptive Insights bring a lot of “best practices” knowledge and experience to the table. The right partner can be critical to a successful project and help drive FP&A transformation in your finance organization. However, not all partners are created equal so it pays to do[...]
Carlson Thought Leadership in Finance & Technology
Is your Adaptive Insights system designed and utilized to fully capitalize on the potential of Active Planning? The concept of Active Planning boils down to finance taking a leadership role in driving integrated business planning processes that are collaborative, comprehensive and continuous. This requires extending the ease-of-use, power and performance of Adaptive Insights out to all financial and non-financial stakeholders.
As an Intacct partner, we are often asked by our existing customers what the benefits are for moving away from Quickbooks or their legacy ERP system to Intacct. In most cases, these customers are feeling the limitations of their current systems; complexity for the end user, lack of multi-entity capability and cost of upgrades and customizations. In some cases, they have implemented cloud financial systems like Adaptive Insights or BlackLine and are considering going “all-in” on the cloud.
Adaptive Insights recently released version 2017.1 that offers new capabilities for batch updates. In this short video, Chris Pinto, Director of Adaptive Insights Implementations at Carlson Management Consulting, provides an overview of this new functionality. Please take a few minutes to view the video.
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.
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: