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"With Adaptive Planning, we were able to save approximately 600 man hours in the first budgeting cycle alone."
- Phil McAllister, Director of Budgeting and Internal Reporting, Pep Boys
"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
"Everyone wants to learn Adaptive Planning -- even our sales managers!"
- Joe Deboth, Corporate Controller, TMW Systems
"Adaptive Planning allowed us to significantly improve the quality and depth of our information, and dramatically improved our decision making capabilities."
-George DiFlavis, CFO, Valley of the Sun YMCA
"Adaptive Planning allows me to manage the business, monitor the bottom line, and focus on strategy and analysis instead of data gathering."
- Ethan Carlson, VP Finance, Hayes Management Consulting
Instructor-Led Training
Administrator Training
Please contact your sales representative for more information or to sign up for training sessions.
This course is designed for customers who have chosen a Full Service implementation (either Fixed Bid or Time & 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 five participants per course. The course includes three two-hour sessions.
Individuals can also attend specific two-hour sessions.
Course Details:
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Adaptive Planning Functionality Overview Understanding Structure Determining How Your Company's Data Fits into Adaptive Planning |
Adaptive Planning Foundation |
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Importing Data/Entering Data on Sheets |
Importing and Inputting Data |
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Export and Reporting |
Reporting and Exporting |
Advanced Administrator Training
Please contact your sales representative for more information or to sign up for training sessions.
This course is designed for customers who choose to implement Adaptive Planning without Professional Services support, or who choose an Advantage Pack implementation. 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 five participants per course. This course includes four two-hour sessions.
Individuals can also attend specific two-hour sessions.
Course Details:
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Adaptive Planning Functionality Overview Understanding Structure Determining How Your Company's Data Fits into Adaptive Planning |
Adaptive Planning Foundation |
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Learn About the Functionality in the Different Types of Sheets
Understand Use Cases for the Different Types of Sheets Participants will Map Sheet Usage for Their Instance |
Introduction to Sheets |
| Importing Data/Entering Data on Sheets | Importing and Inputting Data |
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Export and Reporting |
Reporting and Exporting |
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 is typically on data entry sheets and reports. These sessions are customized for each customer and delivered using the customer’s own model. The course is designed to accommodate the internal planning process, timeline and budget process expectations.
Course Details:
Each end-user training course is completely customized for the customer. The course is typically designed to last one hour.
