Carlson Thought Leadership in Finance & Technology

Time to Optimize Adaptive Insights for Active Planning?

February 2, 2017 / by Dave Phillips

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. 

If it has been several years since your initial implementation, it may be time to optimize or brush up on the capabilities of your Adaptive Insights system to fully realize its possibilities for Active Planning.  Much may have changed with your business model, finance processes and reporting requirements.  Perhaps your team hasn’t quite kept up with the pace of innovation with Adaptive Insights’ new features and modules, nor has it looped in all those who could benefit. 

At Carlson, we’ve performed more than 200 implementations and optimizations and have put together a list of common reasons companies have come to us to maximize the value of their Adaptive system:

  • End User Adoption and Stakeholder Collaboration

Adaptive Insights is a very user-friendly system and deservedly receives awards and accolades for usability.  However, it still requires training to make full use of capabilities and keep worksheets, models and reports up to date.  In many cases, employee turnover can leave a gap in systems expertise.  You may also need to train non-financial stakeholders to improve collaboration and educate them on the KPIs and reports that will help them make better decisions.  We can help your team get up to speed while also making sure you are using best practices such as driver-based budgeting, rolling forecasts, and self-service reports and dashboards.

  • Active Forecasting and Long Range Planning

Many companies plan only within the current year and have no long term financial projections in their Adaptive system.  Because of this, they may still rely on spreadsheets to complete any longer-range planning exercises.  Additionally, some finance teams may have gotten stuck on the initial build out of expense planning and never progressed to building out their revenue models, balance sheets or cash flow.  We can help you by constructing your long range plan in a way that ensures your budget aligns with longer term strategy.

  • Automated Bi-directional Integration

You may have implemented a new ERP or CRM system, or simply have gotten tired of manual data imports.  Carlson can help you integrate Adaptive Insights so that it becomes the central hub for decision-making with real-time data.  Whether using Adaptive connectors or our own cloud integration platform, DataBlend, we can get your core financial and operational systems integrated quickly and at low cost.

  • New or Changing Reporting Requirements

Adaptive Insights provides excellent reporting capabilities – whether through HTML, Discovery or OfficeConnect.  In order to create professional reports that provide the right information to the right people, the underlying data and structure needs to be correctly defined.  We help companies stage the data in proper formats and then produce reports that inform and impress.  Furthermore, we can help define the reporting requirements for the various stakeholders in your organization and collaboratively build the reports that can be accessed on a self-service basis.

2017 is the Year for Active Planning!

Make 2017 the year that you fully leverage Adaptive Insights for Active Planning.  Contact us to discuss your challenges and learn more about this cost-effective, high value service.




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