Small & Midsized 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.

Adaptive Planning is an excellent fit for small and midsized businesses. In fact, hundreds of small and midsized companies, from numerous industries, are represented in our global customer base.

Historically, small and midsized businesses have been particularly underserved, since they have the same business performance management needs as larger corporations, but typically lack the resources — personnel, time, and capital — to be able to deploy costly and complex on-premise applications.

Now, Adaptive Planning provides an ideal planning and reporting solution that addresses the previously-unmet needs of small and midsized companies. Adaptive Planning is an excellent fit for these businesses, due to both its core application functionality, as well as the characteristics of the Software as a Service (SaaS) delivery model.

Adaptive Planning’s functionality allows small and midsized businesses to transform their FP&A processes and improve their overall business management with:

• Strong forecasting and budgeting features, for streamlined budgeting and rolling forecasts, and quick and thorough what-if analyses
• Integrated P&L, balance sheet and cash flow statements
• Flexible reporting for monthly variance reporting and analysis
• Integration with existing GL systems, including QuickBooks, Microsoft Dynamics, Sage, etc.

Furthermore, Adaptive Planning’s Software as a Service (SaaS) model is a natural fit for small and midsized businesses, 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.
• It deploys rapidly. Small and midsized companies need to be nimble — to quickly make informed decisions, and to execute rapidly. Adaptive Planning goes live in a matter of weeks, so teams can have an immediate impact, rather than waiting six months or more for on-premise software.
• It has flexible implementation options. Adaptive Planning provides multiple implementation options designed to fit a wide variety of clients’ personnel resources and budgets. From self-service approaches, through Advantage Pack service packages, to full implementations, there are options to fit all needs.
• It’s easy to use. Adaptive Planning’s web-based, highly-customizable, spreadsheet-like interface is easy for all types and levels of employees throughout a company to learn and use, which allows finance to involve employees that may lack strong financial skills in the planning and reporting processes.
• It can scale as a company grows, yet still provide a streamlined budget process. Many small and midsized businesses undergo significant — and rapid — changes as they grow, introducing new products and services, expanding to new geographies, acquiring other companies, etc. Adaptive Planning’s modeling environment easily supports these changes, and the SaaS application scales as a company grows in numbers of users and business complexity.
• It’s automatically accessible worldwide. Adaptive Planning’s hosted solution goes live quickly and is immediately accessible to employees worldwide, in their local languages and currencies.
• It’s low risk. Unlike large on-premise applications, which have high upfront license fees and lengthy — and costly — implementations, Adaptive Planning is low risk. No new IT resources are required, implementations are short and affordable, and the subscription model allows customers to cancel at any time. Free trials allow companies to test drive the solution ahead of time. And our large customer base has provided extensive references.