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.
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.
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.
At the recent 2016 Adaptive Live user conference, I had the opportunity to present a session along with a panel of our customers about the benefits of making Adaptive Insights the central hub of decision-making. Many organizations fail to fully utilize the breadth of capability within Adaptive for making solid business decisions by limiting the scope of data from which they work. Part of the reason for this is the mindset among some finance professionals that they should be concerned only with financial data. Another reason is that importing data[...]