- About Us
"The SaaS model really impressed us. We didn't have to install new servers and train IT. And the implementation was absolutely turnkey."
- Jeff Chalmers, VP Finance, Geeknet
"Adaptive Planning lives and breathes innovation."
- Craig Schiff, CEO, BPM Partners
"Everyone wants to learn Adaptive Planning -- even our sales managers!"
- Joe Deboth, Corporate Controller, TMW Systems
"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
"Adaptive Planning was one of the most successful roll-outs of software ever experienced at NPD."
- Wendy Baum, CFO, NPD Group
Adaptive Planning’s extensive partner network spans the globe. Our Certified Partner Program includes those partners who have undergone an extensive certification program subject to strict standards and ongoing evaluation. Adaptive Planning customers benefit from this certified partner network of partners who can help them with their implementations and to develop the right model for their organization. These partners undergo this rigorous certification program to ensure a high degree of quality and customer satisfaction.
San Ramon, CA
Armanino's Consulting Group, teamed with our Tax and Audit practices, offers a full array of services to enable each stage of your company's development, from start-up to market leader. We have more than 20 years of experience providing requirements definition, business process re-engineering, solution design, infrastructure design, software selection and design, program and project delivery, and development testing. Armanino helps eliminate many of the low-level “process management” tasks associated with spreadsheet-based budgeting through insightful process redesign consulting and Adaptive Planning implementation services. Your staff will be able to focus on strategic analysis and higher-level business decisions -- turning a low-value process into a true competitive differentiator. http://www.amllp.com/consulting
San Jose, CA
CFO Tools has been providing experienced financial consulting services to early-stage technology companies in the Silicon Valley for nearly 20 years. We specialize in implementing customized financial planning and reporting tools for clients. We also provide a wide range of CFO and Controller services to companies, including equity and bank financing, implementing financial controls and processes, preparation of month-end financial reports and board packages, etc. http://www.cfotools.net
San Jose, CA
Davis Consulting was founded by a former Adaptive Planning Professional Services Project Manager. We offer the full suite of Adaptive Planning services whether you need a few hours of consulting for a particular part of your existing model or you need to build a financial model from the ground up. We can help you effectively and efficiently transfer your existing model into Adaptive Planning. We will scope out your project requirements, set up a project time line, and use our experience and best practices to complete your project in the best way possible. Projects can either be Time and Material or Fixed Bid and can span from one hour to hundreds of hours. www.adaptiveplanningconsultant.com
Los Gatos, CA
Demand Solutions Group is the leading independent provider of SaaS business solutions in the US. The company provides a comprehensive range of planning, implementation and optimization services to enable their customers to get the greatest possible operational efficiency and business value from the leading SaaS software packages. These services are based on a best in class, agile delivery methodology and are available on a pay as you go basis that enables customers to pay for these services over the lifetime of their solution. Demand Solutions Group works with companies ranging from early stage start-ups to business units of Fortune 100 companies. For Adaptive Planning customers, Demand Solutions Group helps organizations implement and integrate their solution with specific focus on SaaS/On Demand applications such as NetSuite. http://www.demandsolutionsgroup.com
Hein & Associates LLP is recognized as a leading accounting and advisory firm where its people and clients share knowledge, thrive in a culture of teamwork, and build long-term relationships deeply rooted in integrity. Hein serves public and private companies in a variety of industries across the country from our offices in Denver, Dallas, Houston, and Orange County. We also serve clients globally through our alliance with associations of independent accounting firms around the world. According to Accounting News Report, Hein is ranked among the Top 25 auditors serving SEC registrants, and Accounting Today lists Hein among the nation’s overall Top 100 accounting and advisory firms. Hein has been named to Inside Public Accounting’s “Best of the Best Firms” list, honoring only 25 firms for their management and superior operational performance.http://www.heincpa.com/
Intuitive TEK is a trusted advisor in the areas of financial consolidation, budgeting, planning, forecasting, reporting, and analysis. Through a consultative approach, we help organizations improve business operations and results through more efficient use of ERP systems and process optimization. We replace the reliance on manual techniques with proven automated systems that are both, user-friendly and process-savvy, capable of handling your most complex and fast moving requirements. At Intuitive TEK, we understand that the success of a project involves not only choosing the right software solution but also the right business partner to deliver a streamlined, on-time and on-budget implementation. Our expert team of certified Adaptive Planning business and technical consultants have decades of experience working with small, medium, and large-sized businesses on business process improvement as well as system implementations.http://www.intuitive-tek.com/
Los Angeles, CA
Prediktiva is a boutique Consulting and Systems Integration firm with a mission to enable intelligent, data-driven decision making at every level of the 21st century organization. Be it building an application from scratch or customizing a package, Prediktiva can help decision makers analyze data, simulate business scenarios and optimize decision making in areas ranging from financial planning, budgeting, forecasting, promotion optimization to customer acquisition, retention and loyalty. Prediktiva, with a team of highly skilled technical and business professionals trained in Adaptive Planning solutions, partners with Adaptive Planning to sell and implement cloud-based Business Intelligence and Performance Management solutions. www.prediktiva.com
Abacist Group is a management consulting firm helping clients grow sustainably. We help clients improve their Corporate Performance Management processes including: Strategic Planning, Annual Planning & Budgeting, Forecasting, Analysis and Reporting. Partnering with the office of Finance, we offer a breadth of services to help businesses transform. For customers of Adaptive Planning, Abacist Group provides Implementation Services, Outsourced Model Maintenance, and Facilitation & Training.
CS3 Technology exists to bring technology solutions into the business world, while exceeding customer expectations through increased effectiveness and profitability. For over 20 years, CS3 has helped a variety of businesses across industries with our expertise in business software projects. The mix of an award-winning team, exceptional skills and top-rated accounting software, human resource software and web-based applications allows us to extend Protection Pricing with a Confidence Contract to our customers. www.CS3Technology.com .
Carlson Management Consulting focuses on helping companies increase profitability and business performance by providing exceptional financial, operations and systems expertise. We help organizations prepare and adapt for continued growth by providing cost effective financial solutions, implementing strong business intelligence and creating operational efficiencies that allow them to take their business to the next level. Specializing in Business Performance Management system selections and implementation we believe that strong business intelligence and accurate and reliable financial forecasting and budgeting is critical to the long term success of any organization. www.carlsonmc.com
Rochester Hills, MI
Corporate Analytics is a management consulting firm providing solutions to financial issues faced by businesses in all stages of their business cycle. We help clients improve their business performance through strategic planning, planning & budgeting, cash forecasting, performance analysis and reporting. Our expertise in cost analysis, revenue planning and strategic scenario analysis offers clients an insightful view of the future. For customers of Adaptive Planning, Corporate Analytics provides planning structure and performance metrics advisory, system implementation services, on-going model support and training. For more information, please visit our site at www.corplytics.com.
A certified Adaptive Planning developer since 2006, FACTS employs its SAAS business model to deliver timely, cost effective performance management solutions for profitable decision making. With over 30 years Corporate and consulting experience in both financial and operational roles, FACTS has proven expertise to transform Adaptive’s extensive on-demand, hierarchical capabilities to meet the planning, analytical and reporting needs of the most demanding clients. http://www.factservices.com
InnoVergent brings premier quality business and technology consulting to the small and medium-sized business market. We are value-added resellers and implementation specialists for a best-in-class group of web-based applications. We provide business consulting and web-based business system sales and implementation to small and medium-sized businesses. http://www.innovergent.com/
Fort Lee, New Jersey
Cross Point Solutions is a consulting and systems integration firm focused on helping clients identify and implement technology solutions that translate their business strategies into innovative business tools for creating and sustaining competitive advantage. We help organizations grow their business through strategic use of their internal data to create performance metrics, build Predictive Analytic modeling and create communication channels to share the information throughout the organization. We implement solutions that provide collaboration among customers, suppliers and employees by implementing business applications that are right for each organization. For customers of Adaptive Planning, Cross Point Solutions provides implementation services, model design, strategic planning and performance metrics advisory, on-going support and training. http://www.crosspointsolutions.com/. http://www.crosspointsolutions.com/
Kraft Enterprise Systems, LLC is a full-service consulting firm that assists growing companies with the selection, implementation and support of enterprise accounting software. http://www.kraftenterprise.com/html/platforms.shtml
An online consultancy that helps large companies simplify their complex budgeting process rapidly & inexpensively by utilizing online budgeting software. We use industry leading and award-winning software from companies like Adaptive Planning™ and Microsoft™ in building simple and intuitive budgeting and planning solutions. Our objective is not to just implement a budgeting and planning system and walk out of the door, but to truly understand how this new system will improve your business process and performance, and importantly ensure that it is aligned to your strategic objectives. http://www.performists.com/
Revolution Group is a business and technology consulting firm which delivers comprehensive Financial Planning, IT, CRM, and ERP solutions to organizations of all sizes. As business experts in a technical world, our consultants can help you utilize technology to improve business processes, decrease costs, mitigate business risk, and increase revenue. As customer service experts in a business world, extraordinary customer relationships are our top priority. We believe in building a business partnership by understanding your goals and working closely with you to deliver innovative solutions that meet your specific needs. http://www.revolutiongroup.com
As a certified Adaptive Planning partner since 2005, Mark Thurmond of Thurmond Consulting Group has over 25 years of budgeting and forecasting experience to help solve your planning issues. Using Adaptive Planning to help make our clients successful is our only focus. SaaS technology is the best, most cost effective technology available today and Adaptive Planning is the best SaaS budgeting and forecasting solution available. Allow us to apply our consulting and modeling expertise to your needs using Adaptive Planning so you can focus on what you do best…managing your business. http://www.thurmondconsultinggroup.com
Aubea provides strategic development and business optimization services to companies and investors. Our performance management practice implements analytic solutions to ensure everyone in the organization is making data-driven decisions, because what gets measured gets done. We also work with management to create an effective, stress-tested strategic plan, and provide access to financing and capital for companies looking to grow or transition their business.
Our experienced team has over 20 years of experience in finance, strategy and planning development, software selection and design, and program and project delivery. For Adaptive Planning we design, implement, train and maintain effective planning models. http://www.aubea.com
Modelcom is a boutique firm specializing in financial modeling offering a variety of services appealing to all company sizes, from start-ups to large Fortune 500 clients. Whether for reporting purposes, company valuation or probabilistic risk analysis, Modelcom’s experts are best-in-class at building sophisticated models that truly facilitate decision making for an organization.http://www.modelcom.com/
Solution Valuebility is a business solutions design and implementation firm that assists clients in architecting processes and technology to support their people and business strategy. Our areas of expertise include corporate performance management, accounting, customer relationship management, eCommerce, transaction processing and technology integration. Our team has led Dynamics AX and CRM implementations and completed numerous hands-on implementations of Netsuite ERP. We provide Adaptive Planning customers with planning model design, implementation, ongoing support and training. Contact firstname.lastname@example.org or call 1-416-508-4644.
Quito y Guayaquil (Ecuador), Lima (Perú), Cali, Bogotá (Colombia)
beAnalytic mejora y dinamiza el proceso de decisiones gerenciales en diferentes industrias, incluyendo Finance Planning & Analysis y Business Intelligence. Con más de 40 implementaciones, el equipo de beAnalytic tiene clientes en sectores como: Industria, Banca, Servicios, Retail, Pharma, Educación, y Energía. beAnalytic está certificado y es especialista en procesos de Automatización del Presupuesto Financiero, su seguimiento y control.
beAnalytic specializes in providing Planning, Budgeting, Forecasting, Reporting and Analysis solutions to several industries. Our expertise in FP&A and BI includes more than 40 implementations.
BeAnalytic, parte del grupo redPartner. Estamos para servirlos. Contáctenos en nuestro sitio web: http://www.be-analytic.com/
Argentina, Chile, Peru and Uruguay
Cognus combines Management Consulting with Business Intelligence & Performance Management IT solutions. We assist our clients in the following key business areas: Strategic Planning, Budgeting, Forecasting and Reporting, Profitability Modeling & Optimization, Customer & Business Intelligence. Cognus is an Adaptive Planning partner in Latin America with offices in Argentina, Chile, Peru and Uruguay. www.cognus.cl.
Grupo ETHOS-Analitikal is a consulting firm that offers a full array of CPM services including vendor-impartial evaluation, project definition, design, management, implementation and training. For over 16 years Grupo ETHOS-Analitikal has worked with organizations of all sizes across a wide range of industries and is a proven expert in the deployment of Adaptive Planning and other major vendors.
Providing comprehensive, cost-effective and integrated services, Grupo ETHOS-Analitikal helps customers to maximize their commercial success by building solutions that improves their business performance insight.
More information at: http://www.analitikal.com
ODE Peopleware, is a Brazilian company that has operated in the Latin American market since 1990. The firm specializes in Business Management and Budgeting systems implementations and now offers Adaptive Planning’s Quick Start program to consultants with financial skills who can support key users so that they can do their budgeting process modeling on Adaptive Planning, enabling them to have total control over the application and avoiding being dependant on external consultants and IT staff.
ODE Peopleware, empresa brasileira atuando desde 1990 no mercado latino americano e especializada na implementação de Sistemas de Suporte à Gestão do Negócio e Orçamentos. Com o Adaptive Planning oferecemos, além dos modelos de consultoria tradicionais (time & material / turned key) o “Quick Start”, em que consultores com skill em finanças dão apoio para que os usuários chave façam a modelagem do processo orçamentário no Adaptive Planning, possibilitando o total domínio da aplicação e não criando dependência com consultores externos e pessoal de TI. http://www.odepeopleware.com.br/
Brovanture, an ISO 9001 certified company, supplies, implements and supports Enterprise Performance Management Systems from Adaptive Planning. We focus on Planning, Budgeting, Forecasting and Reporting solutions irrespective of client size, industry sector or budget. http://www.brovanture.com/services/adaptive-planning
Clear Plan is a leader in delivering Business Intelligence and Performance Management solutions to organisations of any size. Clear Plan works closely with Adaptive Planning to deliver solutions for budgeting, forecasting and reporting. http://clear-plan.co.uk/index.html
ExcluServ exists to help organisations get more from their finance function. We are a London based company providing consultancy, outsourcing, staffing and software solutions to private companies and the not-for-profit sector. We manage human and software resource to improve financial planning, processing and reporting. http://www.excluserv.co.uk
Dublin, London, Doha
Miagen is a specialist provider of Budgeting, Forecasting and Management Reporting models to clients with complex spreadsheet models. We focus on understanding your business and deliver the optimum solution to you. All our consultants are finance professionals who became Excel experts by necessity and as such understand your pain and how best to move to Adaptive Planning. We have industry specialists to assist you with a successful implementation. http://www.miagen.com/
Alsight is a specialist of budgeting and forecasting optimization. We focus on a major purpose : to make easier every step of planning and performance management, including the functional organization and the use of powerful and dedicated tools. Our methods and offer are a clear answer to the actual requirements of finance and controlling managers.
Alsight is a certified partner of Adaptive Planning, the best and most efficient solution for planning and forecasting. We propose to customers pre-defined industry models that accelerate the implementation phase and let them manage their business in a more efficient way. http://www.alsight.fr
Prague, Czech Republic
ARC Consulting provides professional consulting, implementation, project management and application maintenance services within the area of Financials, Supply Chain Management and Human Resources. Our consultants are leading business and technical professionals with large multinational project experience. The combination of IT and business expertise enables our organization to define information technology strategy and to assist with the selection of target IT solutions for our clients.
Deep knowledge of ERP Systems allows us to provide Adaptive Planning customers, not only with precise and effective solutions for budgeting, forecasting and reporting, but also with integration to other business processes. ARC Consulting operates in the region of Central Europe. http://www.arc-consulting.cz
Innova Consult is a bulgarian professional services company, exclusively focused on developing BI / Datawarehouse and CPM solutions. Our more than 10 years experience in this area has helped us to develop the capabilities needed to solve the most complex problems, for some of the most demanding clients in our country.
Understanding the needs of these clients has helped us realize the need for truly specialized knowledge and focus in developing Business Intelligence applications, that deliver real business value to our customers.
More information at: http://www.innovacons.com.
INVESTAURA Management Consultants is an independent telecom consulting firm founded early 2008 by senior telecom professionals and operating worldwide. It works with the CxOs and senior managers of its clients to help them solve their toughest challenges. Beyond strategy, INVESTAURA is execution and delivery oriented. Its consultants are pragmatic, bring no less than 10 years of professional experience in the industry, and have worked in more than 40 countries worldwide.
Its portfolio includes: business intelligence and performance management, technology management and operations excellence, mergers & acquisitions and innovation.
INVESTAURA has developed a particular edge in the area of business intelligence and performance management by combining the best of consulting with the best software platforms available on the market. Its current solutions comprise (1) budgeting, forecasting and reporting, (2) business planning, (3) service costing and profitability analysis, (4) customer lifetime value improvement and (5) churn prediction and customer retention. http://www.investaura-group.com
KORUS Consulting provides IT solutions and consulting services that improve organizational productivity. Founded in 2000 and with headquarters in Moscow and Saint Petersburg, KORUS Consulting works to improve budgeting, financial consolidation, reporting and analysis. KORUS Consulting has received a number of “Best Partner of the Year” awards from leading software vendors. http://www.cpm.korusconsulting.ru/adaptiveplanning/
MAiND is a consulting company focused on enterprise performance management solutions. MAiND is available to help clients set-up rules, systems and processes so that their managers and employees are able to see the linkage between their activities and the operational and financial performance of company. MAiND offers expertise in the areas of financial management, accounting processes, enterprise performance management (EPM) and best-of- bread IT solutions for EPM.http://www.maind.sk/
Planagile Oy is a management consulting company that represents globally recognized Software as a Service (SaaS) financial planning, analyzing and reporting solutions. In addition, we offer customers outstanding service across Corporate Performance Management (CPM) development consulting and Business Controller outsourcing services. Our company operates in an agile manner resolving, innovating and creating net new solutions to address customers’ needs efficiently and productively.
For more information, please visit www.planagile.fi.
Solmate is a full service provider focusing on solutions for Planning & Control, Financial Management, Business Intelligence, Spend Control and Content Management Systems. Full service refers to continuous involvement of Solmate during the lifecycle of a solution. For more information, please visit http://www.solmategroup.com
Talmax Oy provides you the tools and services to make you fully in control over your business. You will get cash flow and profit forecasts that are adapted and validated to your business models and success drivers. You will be able to react to threats and utilize the opportunities earlier and with more success than your competitors. Talmax builds advanced business reporting and performance measurement meters for all your business needs in order to keep your Board and organisation up to date on company performance. It will be done with attention to detail to enable and motivate your organisation for continuous performance improvements. Talmax will be your partner in success.
For more information, please visit www.talmax.fi.
With a broad range of international experience in venture initiation, implementation and leading edge financial analysis, SANA Group provides meaningful analysis, genuine insight and tangible value to its clients. SANA Group is committed to collaborating with its clients to achieve high performance. identify opportunities and deliver innovative products and services to market. The SANA Group team—draws on a broad range of knowledge, expertise and experience, including: high-technology innovation & entrepreneurship, finance, strategic corporate business development, investment banking, fund raising, accounting, computer science and project management. SANA Group—is a consulting practice founded in 1999 by Dr. Susanna Khavul and Jacob Greenblatt. http://www.sanagroup.com
Deflytics Software is a Business Intelligence & Analytics product and services company. We offer unique perspectives to our customers and help them become more nimble, efficient and competitive in their respective marketplace. Using BI & Analytics, we help companies 'Defy' the way they do business, optimize decision making and improve corporate performance.
Our Adaptive Planning implementation services are focused on providing services and support to help companies implement CPM solutions and range from a full-fledged end-to-end implementation service to providing services for specific areas and modules. Our Analytical Service offerings ranging from early stage BI projects to next value for money project is suited for companies of all sizes. http://www.deflytics.com
ITOCHU helps companies increase managerial and operational efficiencies through our expertise in Cloud-Internet services, green technology, venture capital and other emerging areas. In 2010 our cloud portal, Cloud Gateway, www.cloud-gateway.com/, launched, offering customers a single entry point to cloud solutions to support all aspects of business functions. Through its partnership with Adaptive Planning, ITOCHU now offers SaaS/Cloud solutions for budgeting, planning and performance management, supporting these very crucial business processes. With 130 branches, and over 150 subsidiaries in 66 countries, ITOCHU is poised to assist businesses far and wide through Internet and Cloud solutions.
More information at: http://adaptiveplanning.cloud-gateway.com/
KPK synthesizes its core competence in Managed Business Accounting with Business Intelligence and Corporate Performance Management Solutions to provide critical insights and analysis that impact revenue, cost, efficiency and compliance. As a reseller and a Certified Adaptive Planning Implementer, we provide significant improvements over error prone manual spreadsheets and expensive enterprise software through our Budgeting, Planning, Forecasting and Consolidation solutions. KPK’s core competence in Finance and Accounting makes us an ideal partner to the Finance Organization for better understanding the challenges inherent in conventional budgeting and planning and for rapid implementation of the Adaptive Planning Solution.
For more information please visit http://www.kpk.in
The culture at Navi-tek is formed by the concept of “Work Hard, Have Fun, Create History,” an ideology inherited from Silicon Valley. We are seeking talent to form an innovative learning organization. Our focus is web-based enterprise information integration and data mining, for example real time information monitoring and integration, web based adaptive planning, and 3D-based virtual reality, as well as web based application development. http://www.navi-tek.com
ABM is focused on helping CFOs drive better enterprise performance. We specialise in deploying the world’s best management solutions, integrating practical tools to help people develop better business plans, track performance, analyse financial outcomes... and improve results!
Our solutions integrate concepts like the Balanced Scorecard, Driver Based Planning, Output Budgeting, Rolling Forecasting, Activity Based Costing (ABC), Process Management (eg. BPR, Benchmarking, Six Sigma), Financial Consolidation, Risk Management, Sustainability, Reporting, & Business Intelligence (BI). Founded in 1997, ABM now has offices in Sydney, Melbourne, Brisbane and Wellington. More information at: http://www.abmsystems.com
Australia & New Zealand
We have firsthand experience in progressing Financial Consolidation, Planning, and BI solutions from Excel to an application. This enables our customers to adopt rolling forecasting, driver based planning, reduce month end process times and improve data access.
Our business and systems implementation experience guarantees a fast, easy and affordable approach that is not only aligned with the Adaptive product set but is ultimately designed to provide the best outcome for our customers.
We operate throughout Australia and New Zealand including Sydney, Canberra, Hobart, Melbourne, Adelaide, Perth, Brisbane, Auckland and Wellington.
Visit our website for more information: : http://www.gkhorizons.com.au
Online One delivers successful Online Accounting, Distribution and E-commerce systems and we have over eight years experience in helping businesses successfully implement these solutions. We create innovative ways of working online that benefit our customers, with solutions based around award winning online applications. We provide Australian based consulting services for businesses in Australia and throughout Asia Pacific for our online products, servicing our customers irrespective of their location. Please visit our website for more information. http://onlineone.com.au/index.php/products/adaptive-planning
Kevin Colgate, Western North America Channel
Marc Henderson, Central and East North America Channel
Bal Dard, International Channel
Jeremy Bolton, Australia Channel