5 out of 5.0, Reviewed Nov 29, 2016
Though we are a small but rapidly growing company, Adaptive has treated me as thought we are much larger. Their sales and support teams are simply outstanding to work with. Everyone from implementation to on-going customer support to hand-offs between sales and service was phenomenal. The product's feature set is excellent, and since it is cloud-based, allows my team tremendous flexibility from a serviceability standpoint.
Determine in advance how you will plan - and report. For example, will your planning be distributed? If so, how? For example, will you have leaders/managers plan for their people only, non-personnel expenses only, or a combintation? Similarly, how will you report your (actual) results? By Adaptive's reporting functionality or by distributing an Office Connect spreadsheet?
1. Cloud-based SAAS model: while it may be difficult for larger companies to switch their planning and reporting systems, I think that anyone not seriously looking at a cloud model is preventing tremendous efficiencies. 2. Incredibly rich feature set. If you can plan it, it can be done in Adaptive. Version control is one of the best I've seen, and creating a new forecast (using previous models) is tremendously simple. 3. Powerful administration functions. Adding, changing user accounts is fast, as is updating the "master data" behind the product's core function. 4. Customer support is excellent. I've used both their on-line forums as well as phone help, and both do an exceptional job of answering my questions. If they don't have an answer immediately, the team gets back to you quite rapidly.
It takes a little bit of a mindset shift in creating the first model (vs. using Excel), but once your "base" model is complete, creating/modifying/updating new ones is very straightforward. Not a huge issue, but it did take a bit of time to re-orient my thinking as I built my models.
Bring "best practices" to the implementation experience. For example, how do other companies manage their headcount, process and system? Adaptive was excellent at bringing rich technical expertise to our project, and the only thing that would have made it that much better was having the implementation team provide some of those best practices so that we could use "leading edge" thinking and practices in our business.
Simplified and streamlined our G/L structure. The number of GL accounts we have required that I spend a large amount of time mapping the accounts in Adaptive. Easy to do, but simply time consuming.
5 out of 5.0, Reviewed Jul 21, 2016
Excellent customer service. Implementation has been smooth and couldn't ask for a better team to work with.
Stay engaged and always ask questions. Communication is the key to success.
Ease of use.
Use them sooner.
5 out of 5.0, Reviewed Jul 20, 2016
The relationship with the vendor was extremely positive and implementation and on-going support was great.
Make sure you understand the process for implementation and what you are getting from the company and what is expected of you.
Would like to see quicker roll outs of improvements.
If we could start over I believe we would had had more user training prior to rollout.
5 out of 5.0, Reviewed Jul 18, 2016
Customer service is excellent.
Spend a lot of time planning out your instance. Think of different way you might want to slice/dice your data.
Flexibility, easy to make changes, simple user interface.
Some maintenance is tedious.
I wish there were easier ways of modifying existing account and organization structures (e.g., changes via upload).
Put a little more time into the setup of our organization and account structure, specifically with reporting in mind.
It does just what we wanted, which was to present our budget model to our end users in a simple, easy to understand interface. We can make the models as simple or complex as we need them, but the end user doesn't need to know how to do any of it.
Great customer service and support. They always make sure we have the answers we need or a solution to a problem.
Implementation time was only a few months and they gave us exactly what we asked for.
4 out of 5.0, Reviewed Jul 17, 2016
Overall adaptive has been a great experience. The platform as a whole is transforming the way reporting is done across the organization. It's probably going to serve as a replacement of excel and PowerPoint especially when it comes to presentations. Solely because it places the information at the hands of individual users by allowing them to view trends in various ways.
It's an amazing platform it is a new way of taking reporting, budgeting, and forecasting to the next level. In a way it will make life a little easier for those who have to compile large excel files or databases as a way to see a financial overview across an organization.
What I like most about Adaptive is that they continuously develop their platforms to better suited the growing needs of the customers. With every new release of Adaptive come new integrations and better ways of building reports, sheets, etc.
The thing i dislike most is that some things such as changing or moving some accounts in the system require multiple steps just to move that account. Which is understandable but painstaking.
I wish adaptive had more tutorial videos, I rarely have the time to read through tutorial guides. Videos kind of allow you to skip through what you already know and get to the point much quicker.
If we could start over we would have learned as match about the product as we could before creating the structures. The main issue we found was that we were building the structure as we were learning and had to come back to redo the structure multiple times because we had new ideas, directions, and visions.
Adaptive allows users to do various things quickly things that would have otherwise taken a long time.
The service and support are great, adaptive representatives helped us quite a lot. They responded to emails and questions promptly and addressed issues quickly. If need be, passed the questions on to developers who also addressed issues quickly.
The integration and deployment process is relatively quick but is timely because every company is unique. We had to come up with end goals, user base, and many other parts.
5 out of 5.0, Reviewed Jul 15, 2016
Adaptive Insights is a great tool for any business of any size. It saves a great deal of time, which allows the Accounting/Finance team to be much more efficient in allowing everyone in the company to have the ability to view their financials in a timely manner.
Don't over think it. Adaptive is the way to go!
The ability to save time for month end processes.
That it didn't come sooner!
Hindsight being 20/20, I believe we could use the Dimension functionality much better than we currently are and it's something we are currently looking in to.
4 out of 5.0, Reviewed Jul 12, 2016
Adaptive Insights saves us time in consolidating multi-department budgets and in controlling versions and access that are not found in regular spreadsheets.
Once accounts and sheets are set up, it is very difficult to revise. Find the professionals to set up your accounts, business units, and sheets. Consult fully with the professionals and get both pros and cons for the proposed solution. Think out loud the solution so that you are aware of the potential limitations.
AI is cloud service. Compared with on-premise softward, it allows instant update and consolidation of all data, which makes reporting a breeze.
As said above, it would be ideal if AI can allow import of formulas so that one do not need to set up formulas one at a time in AI.
I wish the vendor could allow administrator to set up formulas in a batch by importing from Excel, just like importing accounts or dimensions to AI. As of today, one still would need to set up the formula one by one in AI alone.
There is no regret in having chosen Adaptive Insights.
AI does best in consolidating budgets, interfacing with Excel, controlling versions and access. Things AI need most: to allow batch-processing ability in AI, e.g. allow import of formulas to AI rather than set up one formula at a time. Too time consuming and not efficient.
Wonderful customer service. 5 star! Always prompt response and followup, making you feel you are truly their best customers. What's more, their support solved the issues!
Ease of implementation. Ease access of AI partners.
5 out of 5.0, Reviewed Jul 1, 2016
Adaptive was so responsive to our needs and concerns. The product was easy to implement, and any issues we encounter are fixed over the phone and through Webex meetings. Their willingness to engage us as customers, the constant inovation of the product, often resulting from customer input. Constantly improving and innovating the product, and maximizing the user experience. Their executive leadership makes time to meet with customers to ensure their roadmap and stategy is in line with our needs.
Work directly with Adaptive Insights versus third party vendors. Also, load the entire General Ledger account structure at once, to make maintenance easier. Don't try to implement too much to begin with ie. maybe wait to work on Adaptive Discovery until your planning and reporting is more mature.
Innovative, flexible, adaptable, scalable, and accurate. They add features to the tool that we never could have imagined. Usually vendors are very slow to change their products functionality, but Adaptive asks all of the users what they would like to see in future releases and then does their darndest to make it happen.
No enterprise license model.
They have gone so far above and beyond where we ever thought a vendor would go, that it's very difficult to identify anything that we would have wanted them to do differently.
We would probably engage Adaptive solution architects early on and not rely so much on third party vendors\partners.
Outstanding support package. We hear back from them within an hour of leaving a message (They are 2 hours behind us). They don't quit until we are totally satisfied.
Short timelines were met and came in on time and under budget.
5 out of 5.0, Reviewed Oct 4, 2015
Knowledgable about business process not just technology.
Start with strategic decision making resolution in mind...what am I trying to decide and what KPIs get me the highest quality answers.
Easy to implement, use and well received by customers.
Would like to see stronger analytics.
A common thing with most vendors: they were more focused on implementing their solution for our process instead of looking for opportunities to innovate process. Should have been a more consultative role.
Focus a litlle more on KPIs. Unfortuunely, I came in a little late on selection and implementation so KPIs were an afterthought.
Would like to see improved analytics.
Integration with ERP was relatively painless.