Adaptive InsightsAutomated budgeting solution proven to reduce cycle times by up to 90%

If your growing company is struggling with Excel or other on-premises solutions for budgeting, planning, and/or reporting, it’s time you learned more about Adaptive Insights – the market-leading corporate performance management (CPM) software that provides a 360-degree view of your organization’s past, present, and future performance. It’s flexible, easy to use and learn, proven to reduce cycle times dramatically, and scalable to grow with you.

RKL eSolutions is an Adaptive Insights featured partner, offering industry-specific consulting insight for entertainment, professional service, wholesale distribution, healthcare, non-profit, and subscription-based organizations, to name a few.

See Also: Adaptive Insights Suite Components

“Adaptive Insights has provided a new level of efficiency and automation in our budgeting / forecasting cycle and fresh insight into our financial and operational performance. My life is dramatically better because I no longer spend endless hours in Excel manually manipulating data. And our executives can make decisions quicker thanks to timely and detailed management reporting,”

Christine S., Manhattan Beachwear


Challenges Solved with Adaptive Insights

If you’re experiencing some of the challenges listed below, we would love to share how the combination of Adaptive Insights and RKL eSolutions can help transform your planning and forecasting processes.

Are your budgeting and planning processes manual and inflexible?

Adaptive Insights Features:

  • Continuous planning and rolling forecasts
  • Revenue, personnel, expense, capital, balance sheet and cash flow planning
  • Key assumptions and driver-based planning
  • “What-if” analysis
  • Powerful allocation rules

Benefits:

  • Comprehensive planning delivered with speed and accuracy
  • Cycle times reduced up to 90%
  • Consolidate multiple GLs, streamline monthly closes, and automate inter-company eliminations.

Struggling with limited reporting visibility into your operations?

Adaptive Insights Features:

  • Real-time reporting, dashboards, metrics, and KPIs integrated with all planning data
  • A flexible, drag and drop report writer designed for finance users
  • Detailed analysis across dimensions, versions, departments, etc.
  • Adaptive OfficeConnect: integration with Microsoft Word, PowerPoint, and Excel for presentation-quality board packages
  • Is “collaboration” dependent upon email and spreadsheets?

    Adaptive Insights Features:

    • Users enter data directly into Adaptive or a linked Excel workbook and the model is immediately updated Task and workflow management
    • Detailed audit trail and version control
    • Share notes and narrative across teams

    Benefits:

    • Users across the organization trust the process, are held accountable to complete tasks, and truly “buy in”
    • Everyone in your organization everywhere is making decisions on the same data, KPIs, and Dashboards

Does budgeting and planning happen on an island?

Adaptive Insights Features:

  • Adaptive Integration automates data transfer to / from any ERP, CRM, Payroll / HRMS, or custom database
  • Pre-configured connectors to Intacct, Netsuite, Dynamics GP, and Salesforce
  • Flat file import / export when desired

Benefits:

  • No more data silos
  • 360-degree view of your organization
  • A single version of the truth

Are you relying on 20th century software and technology to power a 21st century organization?

Adaptive Insights Features:

  • An intuitive and user-friendly, web-based interface
  • 3 hassle-free updates / year
  • Backups, data security, disaster recovery included with subscription
  • No IT required

Benefits:

  • Leverage the #1 CPM suite available today
  • Rapid and enthusiastic user adoption
  • Finance can truly “own” the solution
  • Free up IT resources for more strategic impact

Interested in learning more about how Adaptive Insights can transform your current CPM, budgeting, and forecasting? Click below to get in touch, ask a question, or schedule a demo.

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Our Clients Include:

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Get in touch and find out why companies choose RKL eSolutions for successful ERP and technology support.
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