Company Overview

Ever since Adaptive Planning’s founding in 2003, our mission has remained constant — to provide a refreshing new solution that fundamentally changes the world of financial planning and reporting for companies and nonprofits of all sizes.

We’ve been making excellent progress in delivering on this mission over time. We continue to set the standard for on-demand corporate performance management (CPM) solutions, with the most customers, most users, most partners, most awards, and highest customer satisfaction.

Innovative Technology

Adaptive Planning’s software as a service (SaaS) delivery model presents significant advantages over traditional on-premise corporate performance management software.

• Faster Deployments. Projects average just three weeks of consulting time, versus six months or more for traditional software.
• Greater Ease of Use. Our web-based, spreadsheet-like interface is designed for business users, not IT users, dramatically reducing training time and speeding adoption.
• Limited Need for IT. No new hardware, software, or IT support is required — just a browser and an Internet connection.
• Automatic Upgrades. All users immediately get access to new features, without the need for ongoing IT support.
• Lower Costs. Annual subscriptions, rapid projects, and lack of IT needs keep both upfront and ongoing costs extremely low — up to 77% lower than the cost of on-premise solutions.

Delighted Customers

Because SaaS is truly a service business model, there is a profound cultural difference in doing business with Adaptive Planning versus traditional software companies.

The subscription-based business model does an excellent job of aligning our interests with those of our clients — we’re profitable only if clients renew over time.

As a result, we are keenly focused on providing exceptional value to attract and retain satisfied customers. And it shows — we’re proud to have been named #1 in customer satisfaction by two leading analyst firms, Gartner and BPM Partners.

Similarly, we strive to make it as easy as possible to “do business with us,” providing transparency in our operations by publishing pricing, uptime information, customer support cases, training, and more online.

Unprecedented Value

Adaptive Planning’s solutions provide extraordinary value, compared to both spreadsheet-based planning and reporting solutions and enterprise software alternatives.

While Excel is ubiquitous and seems low-cost, Excel-based processes are surprisingly expensive when the costs of personnel time are considered. With Adaptive Planning, a typical midsized company or division can reduce planning times by up to 90%, save tens of thousands of dollars per year, and generate a 650% ROI and 6-month payback.

And Adaptive Planning’s total cost of ownership (TCO) is a fraction of that for enterprise software alternatives. By shortening services projects, eliminating new hardware and software purchases, reducing training costs, and limiting the need for ongoing IT support, Adaptive Planning delivers a TCO that’s 75% less than that of on-premise solutions.

Meteoric Growth

Over 1,600 companies and nonprofits and tens of thousands of users in over 80 countries have moved beyond spreadsheets and streamlined their budgeting, forecasting, reporting, and analysis processes with Adaptive Planning.

Over the last several years Adaptive Planning has been the fastest growing company in the performance management segment, adding customers at a 100% compound annual growth rate.

A primary reason for this rapid growth is that Adaptive Planning provides exceptional value for companies of all sizes, from small companies and nonprofit organizations through multi-billion dollar corporations.

In fact, enterprise clients — those over $500 million in annual revenues — represent approximately 25% of our business. And our clients span the globe: over 17% are located outside the United States.

Worldwide Partners

Adaptive Planning’s 400+ worldwide partners extend the value of our solution, offering additional expertise, services, or technology.

Adaptive Planning partners resell, refer, support, or provide strategic consulting services around our solution. They are critical to our success, influencing approximately 40% of our new business.

Our partners come in many forms, including CPA firms, VARs, technology consulting firms, business consulting firms, other advisors to finance organizations, software companies (both SaaS and on-premise), and technology platform providers. We offer a comprehensive program to support our partners’ diverse marketing, sales, implementation services, and training requirements.

See for yourself why so many companies are joining the revolution -- test drive Adaptive Planning today! You can view an online product demonstration, attend one of our many online and in-person events, and sign up for a free 30 day trial of the software to see how well it meets your specific planning and reporting requirements.

It’s time to move beyond spreadsheets — it’s time for Adaptive Planning.