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Adaptive Planning

Adaptive Planning is the industry leader in supplying on-demand budgeting, forecasting and reporting resources to businesses just like yours. Adaptive Planning makes it possible for you to leave behind burdensome, often inaccurate and potentially insecure spreadsheets for a full-service and secure planning system. Innovergent can seamlessly integrate Adaptive Planning into your business, just contact us to get a free trial or to schedule a demonstration.

The New Alternative

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Adaptive Planning surpasses traditional ways of managing financial processes by offering the flexibility of spreadsheets along with the structure and process of enterprise business intelligence applications. The result is a powerful, yet remarkably easy-to-use product that enables virtually anyone in a company to access, create, analyze, and share information.

The Adaptive Planning performance management suite includes:

• Dashboards provide a single, at-a-glance view of key business metrics across multiple organizations or systems.
  
  
• Reporting and Analysis allows users to "slice and dice" information to compare actual, budget, and forecast results across multiple time periods and dimensions.
  
  
• Pre-Defined Metrics are pre-built data models and formulas that deliver the key information that most companies require for running their business, but which few companies can easily obtain.
  
  
• Collaborative Modeling Environment enables companies to manage financial consolidation, budgeting, and forecasting processes using a centralized "single version of the truth." It also provides departmental users throughout the company with an easy-to-use approach for creating and modeling the information they need to run their business.
  
  
• Budgeting & Forecasting of special sheets and workflow for creating forward looking financial models based on personnel, sales, and capital planning.
  
  
• Model Manager provides control over the financial model, organizational structure, access rights, workflows, and versions.
  
  
• Data Import enables companies to import information from disparate systems and spreadsheets into Adaptive Planning.

Empowers Individuals

The Adaptive Planning solution empowers individuals throughout a company with the financial and operational information they need to make better decisions. Key features include:

• Spreadsheet-based interface is easy for everyone to use.
• Collaborative web-based approach enables self-service reporting and analysis.
• Individuals can not only access data, but also interact with it by changing assumptions, updating formulas, keying data, or adding new metrics all without the use of an I.T. department.

Optimized for the Mid-Market

Adaptive Planning is optimized for the needs of mid-market companies. Key aspects of the solution that support mid-market companies include:

• Flexible deployment options, including both on-demand and on-premise versions.
• Wizard-driven download and installation for "one-click business intelligence".
• Pre-defined metrics deliver key information most frequently needed by mid-market companies.
• Affordable pricing provides tremendous value.

With Adaptive Planning, you can:

• Organize accounts to include financial and operational data, as well as key performance indicators, to track profitability.
• Budget and forecast by choosing items such as personnel, expenses, revenue, and assets to be linked via formulas to create various financial statements.
• View a specified period of historical data pooled with several months of forecast data for comparisons and benchmarking.
• Experience data integrity and dynamic modeling without Excel-like restrictions.
• Utilize enterprise-wide collaboration to help streamline the budgeting process.

Financial users of the application are able to:

• Develop and manage plans
• Develop templates and tailor them as necessary
• Develop accounts and patterns
• Grant users access to specified plans and data
• Import data

Departmental users of the application are able to:

• Access level-appropriate data
• Enter data appropriate to their security level
• Develop formulas specific to their department's data sheets
• Develop and view custom reports

Adaptive Planning is offered for a simple per-user annual subscription fee, which varies by user type. Please contact us today for more information.