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Adaptive Planning

Plan an intelligent path to business growth with accurate business intelligence.

Can you forecast the effects of a change in your financial picture – and prepare a budget that protects your profit margins? What about current financial numbers for investor insight into your business…are they readily available?

Without the right data, these scenarios can pose potential problems. And with the right data in hand, they can present real opportunities. Especially if your company is poised for growth. In which case, Adaptive Planning is the solution your company has been waiting for.

A dynamic budgeting, forecasting, and financial modeling solution, Adaptive Planning replaces multiple tools that can muddle your data with a simplified, collaborative system for fast access to fresh financial data across your enterprise.

Budgeting & Forecasting
Adaptive Planning can reduce your budget and forecast cycle time by up to 90%, specifically by consolidating and updating data your financial team relies on.

  1. View accurate past and current cash flow
  2. Accurately forecast future profits by month, quarter or year
  3. Compare assets and liabilities by quarter
  4. Quickly prepare balance sheets and income statements
  5. Gather and distribute departmental-relevant data
  6. Automatically update changes across the enterprise
  7. Track and manage collaborative planning

Reports & Dashboards
Along with the right data finally in hand, Adaptive Planning gives you easy tools to “slice and dice” it for reports and dashboards as detailed – or as simple – as you want.

  1. Quick “drag and drop” report builder
  2. View actual, budget, and forecast data comparisons
  3. Easily filter report data by department, sales territory, or other choices
  4. Distribute reports in a choice of formats – PDF, HTML, and XLS

Adaptive Planning is web-based “cloud” software that offers a quick learning curve, return on investment, and with an InnoVergent configuration, a quick deployment.

The InnoVergent Difference
If Adaptive Planning looks like an intriguing possibility for your company, we invite you to consider a personalized InnoVergent customization of this award-winning solution. Financial veterans ourselves, we offer:

  1. A focus on your business needs first
  2. Quick and positive results
  3. A solution that works the way you work

Learn more about the advantages of an InnoVergent Adaptive Planning implementation.