Customers

"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

"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 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

"By implementing Adaptive Planning and moving our process online, we decreased our budget cycle by 36%."
- Trisha Logue, Budget and Finance Director, Skagit County

"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

Large Companies

From the beginning, Adaptive Planning’s mission has been to fundamentally transform planning and reporting by making enterprise-class solutions available to companies of all sizes.

The Adaptive Planning solution has been designed from the outset to meet the needs of any company looking for an affordable, easy to use, high-value alternative to both spreadsheet-based processes and costly, complex corporate performance management software. Adaptive Planning is an excellent fit for large companies, at both the division and headquarters level. Our global client base includes hundreds of large companies from numerous industry sectors.

Adaptive Planning’s core functionality enables corporate divisions and headquarters to transform their budgeting, forecasting, reporting, and analysis, allowing them to:

  • Create and analyze complex, multi-dimensional plans (by product, geography, channel, customer, etc.)
  • Implement driver-based planning of financial and non-financial data, automatically driving integrated P&L, balance sheet, and cash flow statements
  • Streamline complex consolidation of data from multiple business entities, divisions, functions, etc., including international operations
  • Perform what-if analyses for varying levels of growth, organizational restructuring, M&A scenarios, etc.
  • Integrate with a wide range of ERP systems (SAP, Oracle, Microsoft, Sage, Epicor, NetSuite, etc.), as well as with existing BI/reporting tools and CPM solutions

Furthermore, Adaptive Planning’s Software as a Service (SaaS) model is ideal for large companies, for the following reasons:

  • It’s low-cost. Adaptive Planning’s SaaS solution has a much lower total cost of ownership than on-premise alternatives — up to 77% less over four years, according to analyst firm Hurwitz & Associates.
  • There’s no IT involvement required. As a SaaS solution, no new hardware, software, or IT support is required for initial implementation or ongoing maintenance. As a result, unlike with on-premise software, finance can move forward without needing to rely on an already over-burdened IT organization.
  • It’s automatically accessible worldwide. Adaptive Planning’s hosted solution goes live quickly and is immediately accessible to employees spread across multiple locations.
  • It’s intuitive and easy to use. Its web-based, spreadsheet-like interface means that even people without strong finance skills can participate in financial planning processes. This increases adoption and collaboration across the company.
  • It can be adopted separately and differently by divisions and/or by Headquarters. The Multi-Entity Planning & Analysis Solution is ideal for larger companies that need to coordinate planning, reporting, and analysis among a complex set of organizational entities, such as production, sales, and corporate finance.
  • It improves accuracy and turnaround time in the planning process, and allows for frequent re-forecasting.

Select large, enterprise clients include:

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