- About Us
"I’m always concerned about ROI. Adaptive Planning is a no-brainer. There's no reason to use Excel any longer."
- Tom Clark, VP Finance, CollabNet
"The Adaptive Planning investment has been a great value that continues to exceed my expectations."
- Chris Dickson, Director of IT, Allen Vanguard
"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.
"Adaptive Planning truly stood out from the competition."
- Brad Weatherstone, CFO, HOYA Lens Australia
"Adaptive Planning is very intuitive to users who are familiar with Excel, but not very comfortable with financial applications."
- Kate Dass, Manager of Finance, West Health
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.
The purpose of the free live training series is to help clients and prospects get up to speed with specific functionality within Adaptive Planning. These training sessions are delivered in a Webex format and are available to anyone who wants to learn more about Adaptive Planning. The sessions are typically 30 minutes to 1 hour and 30 minutes in length and the topics change based on demand.
Here is the link to the Free Live Training session archives: https://support.adaptiveplanning.com/entries/21411517-free-live-training-sessions-recording-archives. (Note: If you are not currently logged into the application, this link will direct you to the Adaptive Planning login page. Log into the application, and select Product Support and Forums and this will take you to the article.)
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: $2000.
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: $2500.
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: contact your Account Executive for a custom quote.
As part of our commitment to openness and transparency, we make numerous pre-recorded training videos available to customers and partners interested in learning more about Adaptive Planning.
Recordings of recent training sessions are made available HERE for your reference.