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"We get a tremendous advantage by having real-time visibility into our results and being able to manage cash flow, inventory and staffing at a store level."
- Tom Shaw, CFO, Papyrus
"Adaptive Planning is a mission critical application and the business impact is huge."
- Bas Brukx, Vice President, Financial Planning and Analysis, Vocus
"We got up and running quickly, without requiring purchases of new hardware or software, or involvement from our IT personnel."
- Bryan Rogers, VP Finance, Unitrin Direct Insurance
"We've been able to reduce our planning times by 75%--and quickly gained better visibility into the business."
- Edith Friedmann Weiss, Chief Financial Officer, Arkal Filtration Systems
"For anyone still dependent on Excel spreadsheets for corporate budgeting, Adaptive Planning is the easy and smart transition to a modern, web-based application."
- Deborah Lansford, CFO, CORT
Featured Success Stories
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2nd Wind ExerciseRetail 300 employees Eden Prairie, MN |
“Adaptive Planning helps us to be more proactive as the market changes. The multi-dimensional reporting and what-if scenarios enable us to determine how to protect our margins even when overall sales are down.” Results:
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ACCESS Community Health NetworkHealthcare Chicago, IL |
“What appealed to us about Adaptive Planning was the web-based delivery model, which made the software easy to access across more than 60 health centers. In addition, it offered functionality that met our core challenges, including an audit trail, automatic consolidation, and what-if analysis and reporting capabilities.” Results:
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AffymaxBiopharmaceutical 150 employees Palo Alto, CA |
“The great customer service and reliability of the application have been big reasons for our satisfaction with Adaptive Planning.” Results:
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Allen VanguardManufacturing Ottawa, Ontario, Canada |
“The Adaptive planning investment has been a great value. They continue to exceed my expectations by adding product features and providing excellent support. And their client services team is extremely responsive.” Results:
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Alternative Futures GroupNonprofit 2500 employees Liverpool, UK |
“We are very proud to announce that AFG’s Finance Team has won the prestigious CIMA ‘Third Sector Excellence Award’ in the ‘Financial Management’ category. Adaptive Planning was a fundamental part of the submission to overhaul its overall financial management arrangements.” Results:
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American Massage Therapy AssociationNonprofit Evanston, IL 70 employees |
“Adaptive Planning allows the finance department to be a strategic partner with the rest of the organization by providing better information in a more timely manner. We have reduced the annual budget process from 3 months to 2 months.” Results:
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American Red Cross, NY ChapterNonprofit 200 Employees New York, NY |
“Our managers find Adaptive Planning much more enjoyable to work with than a clumsy spreadsheet that’s not customized to their needs. Every time I go into the system to look something up, I can find it much more quickly and easily than if I were to try to get reports out of our accounting system.” Results:
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Appalachian Mountain ClubNonprofit 16,000 volunteers and 450 full time and seasonal staff Boston, MA |
“After using the trial, Adaptive Planning passed with flying colors. We purchased a three year subscription for 26 users. The implementation process was smooth and we experienced both strong project management support, and technically proficient consulting. Best of all it was not exorbitantly expensive because all meetings were conducted over the web.” Results:
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Arkal Filtration SystemsManufacturing 220 employees Kibbutz Bet Zera, Jordan Valley, Israel |
“When the economy took a downturn our sales volume was negatively affected. Being able to revise the budget in two weeks vs. eight weeks, a 75% reduction, enabled us to quickly have visibility into the business and adjust our plans accordingly.” Results:
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Case CentralSoftware 100 employees San Francisco, CA |
“Adaptive Planning continually brings credibility to our financial reporting process. For the past two years, we’ve received high compliments from KPMG about the accuracy of our numbers, cleanliness of our books, and low number of audit adjustments needed.” Results:
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CollabNetSoftware Brisbane, CA 170 employees |
“With Adaptive Planning, we’ve increased the efficiency of our planning process by 25 to 40 percent.” Results:
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CORT Business ServicesRetail— Rental Relocation Services 2,200 employees Fairfax, Virginia |
“Adaptive Planning was the only solution that made sense. It offers a huge leap forward in terms of functionality, without turning everyone’s world upside down. A great selling point of Adaptive Planning was that no internal IT resources were required to get the budgeting project done. Our IT resources are better spent on other company objectives.” Results:
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Crittall WindowsManufacturing 200 employees Witham, Essex, UK |
“Now with Adaptive Planning, I use the application on a more proactive basis, updating the forecast as the year goes on. Once you have built the initial model, it is easy to update and build reports” Results:
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DemandTecSoftware 300 employees San Mateo, CA |
“For someone who has not used this application, it is much more flexible than you would imagine. In today’s age with all the web-based technology available, it doesn’t make any economic sense to stick with Excel.” Results:
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DHL Global Forwarding IrelandTransportation and Logistics Dublin, Ireland |
“Implementing Adaptive Planning saved us 3 weeks of manpower across 3 people, the equivalent of 5 full time weeks. Next year will be even faster.” Results:
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DocuSignSoftware 180 employees San Francisco, CA |
“The reporting is the holy grail of Adaptive Planning. Being able to drag and drop fields for reports is a great feature. Finally, it is very easy to import data from different data sources for improved forecasting and reporting.” Results:
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DroboTechnology 100 employees San Jose, CA |
“We now produce a better budget with Adaptive Planning. In addition, we utilize the Great Plains connector for Adaptive Planning, which has shaved one day’s time off the process when we want to conduct variance analysis. With the connector, it takes less than five minutes to bring ERP data into Adaptive Planning–it’s pretty incredible.” Results:
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evoRetail 40 employees Seattle, WA |
“Adaptive Planning has really improved our ability to manage to a budget. Once or twice a month, we bring in our actuals, see how we’re trending and make course corrections as needed. It’s easy to re-plan on the fly.” Results:
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GeekNetMedia Fremont, CA 100 employees |
“Revising our plan within one day would have been impossible on our old spreadsheet system. With Adaptive Planning, all stakeholders were able to easily identify the areas requiring modifications and the department heads were able to view the combined numbers on a real-time basis.” Results:
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Goodwill Southern CANonprofit 1900 Employees Los Angeles, CA |
“The process of rolling out this solution was seamless. Budget participants quickly felt comfortable and were happy to be more involved in the process.” Results:
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The Greenfield GroupManufacturing 200 employees North Wales, UK |
“Adaptive Planning costs a fraction of what other solutions with comparable features and functionality cost. Pound for pound it is the best value system I have seen.” Results:
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Hayes Management ConsultingBusiness Services 100 employees Newton, MA |
“Adaptive Planning delivers the robust functionality I need to manage the business, monitor the bottom line, and stay on track with a budget and plan. It also allows management to focus more on strategy versus data gathering.” Results:
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Jaguar MiningEnergy & Utilities 500 employees Concord, NH |
“With Adaptive Planning, we can now look at various slices of the database that are associated with each individual function—from a mine, a plant, or an administrative or headquarters operation. It’s a much simplified view of our business model.” Results:
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Johnson Matthey Fuel CellsEnergy & Utilities 9000 employees Swindon, UK |
“I appreciated that Adaptive Planning was very accessible and flexible. I could begin working on building our model immediately, with no start-up costs, and no IT infrastructure required. The documentation and training were also excellent.” Results:
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KANASoftware Menlo Park, CA |
“Now we can conduct high level scenario planning in Adaptive Planning and validate the transactional impacts in NetSuite. Additionally, we can immediately load our approved budgets from Adaptive Planning into NetSuite and constantly monitor our budget versus actual variance.” Results:
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Knowledge NetworksBusiness Services Menlo Park, CA |
“I knew the big software packages were out of reach from a cost perspective, so I began to take look at SaaS applications that would move the organization forward at a price point that fit our organization’s resources.” Results:
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McKinstryArchitecture & Engineering 900 employees Seattle, WA |
“Users love the application because the model was built in such a manner that everything was pre-defined and all they had to do was enter the data and the application calculated and rolled everything up. In addition, managers can log-in from anywhere and even work on the budget while on vacation.” Results:
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Konica MinoltaManufacturing 7,000 employees Ramsey, NJ |
“The biggest benefit of using Adaptive Planning has been the ability to produce reports. It is much easier to create key management reports now because Adaptive Planning is the only place in the organization that houses data across all platforms, including headcount reporting, unit sales, and service revenues based on the number of machines in the field.” Results:
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Michael Baker CorporationBusiness Services 2,800 employees Moon Township, PA |
“Each year, rather than spending weeks of our time trying to develop budgeting and forecasting reports in Excel for any given request, we can run reports in Adaptive Planning in a matter of minutes. In the past, delivering an accurate report on a large account with multiple projects was difficult and required IT involvement. Now it is just a click of the button.” Results:
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Museum of Contemporary ArtFine Arts 95 employees Chicago, IL |
“We were all looking to transform our budgeting processes and Adaptive Planning was the solution reconnecting us around a common goal. After signing up for a free trial, I found the application intuitive and robust and immediately built a model to show the capabilities to our CFO. I also appreciated that the application was designed by a CFO to be similar to Excel.” Results:
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National DairyManufacturing 5,000 employees Dallas, TX |
“For what we wanted to accomplish, Adaptive Planning made more sense than the big enterprise applications. It was a more adaptable solution and allowed us to easily make changes and adjust assumptions. It also required a shorter implementation timeline and was more affordable. Cost was a secondary consideration. What we needed was a more flexible solution for budgeting and forecasting and Adaptive Planning really stood out.” Results:
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The NPD GroupMarket Research 1,200 employees Port Washington, NY |
“Adaptive Planning was one of the most successful roll-outs of software ever experienced at The NPD Group. After three months of using Adaptive Planning, the finance team received a standing ovation at the annual corporate meeting. Now that speaks to the adoption and the return on investment of Adaptive Planning.” Results:
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PapyrusRetail 660 Employees Fairfield, CA |
“In a challenging operating environment, the ability to have real-time visibility into our results, analyze what the numbers mean, and make adjustments to manage cash flow, inventory and staffing at a store level has been a tremendous advantage for Papyrus.” Results:
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PlayFirstOnline Gaming 70 employees San Francisco, CA |
“I really like the formatting features, especially when I am doing variance analysis. For those finance professionals who are still relying on Excel for their budgeting, forecasting and reporting process, I would recommend they automate it going forward. Adaptive Planning has cut a lot of time out of the process and the reporting is incredibly valuable.” Results:
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Shared TechnologiesTelecommunications Coppell, TX 1500 employees |
“It’s easy for a team of people to access and use the Adaptive Planning system for budgeting and planning. The security and permission structure ensures confidentiality. Now our CFO will go into Adaptive Planning and make changes directly because it does not require an expert systems person.” Results:
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Sitzmann Morris & LavisInsurance Advisory Firm Oakland, CA 80 employees |
“I felt that making a large investment in a BI solution was too risky due to high up-front license costs and the length and complexity of the implementation. Adaptive Planning proved to be the low-risk and high-value solution to our planning and forecasting needs.” Results:
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Skagit CountyGovernment Washington State 700 employees |
“One of the key features that stood out in Adaptive Planning was the ability to model a complicated personnel structure of 700 employees with different start and end dates, 13 different unions, multiple pay structures, full-time vs. part-time employees, salaried vs. hourly employees, and three different retirement packages.” Results:
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Unitrin DirectInsurance 700 Employees Chicago, Illinois |
“When I update a plan in Adaptive Planning, it forms the foundation of my next five-year strategic model. I don’t have to retype a bunch of information to make sure my starting point is accurate.” Results:
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Vehicle Testing New ZealandMotor Vehicle Safety Inspection Services 1000 employees New Zealand |
“Adaptive Planning proved to be far easier to use and much simpler to implement than both the on-premise and on-demand alternatives. The free 30-day trial allowed us to test the software before buying and to get hands-on experience with the robust planning and reporting capabilities.” Results:
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Vista MariaNonprofit 300 employees Dearborn Heights, MI |
“I really appreciated how structured the implementation process was. The statement of work, scoping document and detailed process for developing the budget model in Adaptive Planning enabled us to achieve the results we wanted.” Results:
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VocusSoftware 400 employees Lanham, MD |
“Adaptive Planning is quickly becoming the most important data source for financial and operational information in our company.” Results:
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Westerra Credit UnionCredit Union 200 employees Denver, CO |
“I had used Adaptive Planning at a previous company that was in another industry. Despite the differences between that industry and credit unions, I knew the functionality could meet our needs because the application was so flexible. I also liked that the software offered a significant improvement over our existing Excel system without incurring large capital costs.” Results:
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