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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
"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
"The QuickStart program was extremely helpful in getting us moving quickly. And we got tremendous support."
-Paul Vitale, Sr. Director, Finance, American Red Cross New York
"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 has allowed us to decrease our budgeting cycle by a third and streamline our management reporting process."
- Christopher Reale, Director of Corporate Planning & Analysis, Konica Minolta U.S.A.
Training
Adaptive Planning offers several training options, including free live group online training sessions, free pre-recorded video training, and custom personal training. Training is delivered either over the web, using the latest internet-based meeting technology, or onsite.
Instructor-led training includes several classes for administrators, both for new customers and for customers who have new staff assuming the administration of an existing model. End-user training sessions are customized for each customer and are delivered using the customer’s own model.
In addition, as part of our commitment to openness and transparency, we make numerous pre-recorded training videos available to customers, partners, and other parties interested in learning more about Adaptive Planning.
Free Live Online Training
Administrator Training
This course is designed for clients who have chosen a full implementation (Fixed Bid or Time and Materials) or have new Administrators taking over the administration of an existing model. It covers navigating the application, overview of structure, common administrator tasks, importing data and entering data on sheets, as well as export and reporting. There is a maximum of 5 participants per course. The course includes three 2 hour sessions. Price: $1500.
Advanced Administrator Training
This course is designed for clients who will implement Adaptive Planning without Professional Services support or who will implement as part of an Advantage Pack project. This training covers overview of structure, structure import, building sheets and modeling formulas, importing data and entering data on sheets, as well as export and reporting. There is a maximum of 5 participants per course. This course includes four 2 hour sessions. Price: $2000.
End-User Training
This web-based training is typically designed for end-users or budget managers who need training specific to their model. The focus will be on data entry sheets and reports. These sessions are customized for each client and delivered using the client's own model. The course will be designed to accommodate the internal planning process, timeline and budget process expectations. One hour course. Price: $360 for development and delivery of the first session. $180 for each additional delivery of the same content.
Pre-Recorded Video Training
As part of our commitment to openness and transparency, we make numerous pre-recorded training videos available to customers, partners, and other parties interested in learning more about Adaptive Planning.
Recordings of recent training sessions are made available HERE for your reference.
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