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761Finance and Accountancy Briefings

Adaptive Planning

Adaptive Planning is the worldwide leader in cloud-based corporate performance management (CPM) solutions for companies and nonprofits of all sizes. With capabilities for budgeting, forecasting, reporting, consolidation, dashboards, and business intelligence, Adaptive Planning enables finance and executive teams to make better, faster, more collaborative decisions that drive a true competitive advantage.


Adaptive Planning is hot and growing quickly. With 6X the customers of our nearest competitor, and after closing a $22 million investment round led by Norwest Partners in Q1-2012, we are aggressively expanding headcount across the company as we look to lock down the enormous cloud CPM market opportunity.


The Adaptive Planning solution is being used by over 1,300 organisations worldwide, from midsized companies and nonprofits to large corporations, including AAA, Boston Scientific, CORT, Konica Minolta, NetSuite, Philips, and Vail Resorts. We are the 8th fastest growing company in Silicon Valley on the Deloitte Technology Fast 500TM list; have the #1 brand in midmarket CPM; and rank #1 in customer satisfaction in independent industry surveys. NetSuite, the industry's leading provider of cloud-based financials / ERP software suites, offers a specialized version of Adaptive Planning as the NetSuite Financial Planning module. We are headquartered in Mountain View, CA and funded by Norwest Venture Partners, Royal Bank of Canada, ONSET Ventures, Monitor Ventures, and Cardinal Venture Capital.

All content by Adaptive Planning

The TCO Advantages of SaaS-Based Budgeting, Forecasting & Reporting

Most businesses realise that accurate planning, budgeting and forecasting is vital for success. But it’s often difficult for companies to execute well in this area and many rely on disjointed methods. This paper looks at the merits of SaaS and its advantages over traditional reporting methods.

Company: Adaptive Planning | Published: 29 January 2013 | Business Area: Budgeting

Why budgeting fails: One management system is not enough

When Jack Welsh described the budgeting process as the "bane of corporate America," he was articulating the frustration of many senior executives and academics. In this paper, Professor Peter Horvath and Dr Ralf Sauter present what's wrong with the current approach to budgeting and how to fix it.

Company: Adaptive Planning | Published: 07 January 2013 | Business Area: Budgeting

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Business entities management case study: The Greenfield Group

The Greenfield Group Limited is a UK based wholly-owned enterprise. Managing three separate global businesses on Excel spreadsheets became challenging for its finance team. This case study looks at how the business leveraged flexible new software to manage multiple currencies and improve budgeting.

Company: Adaptive Planning | Published: 12 December 2012 | Business Area: Finance and Accounting

Scenario modelling and forecasting case study: Working Links

Working Links delivers services to tackle social exclusion and poverty. Following growth, its finance team found it difficult to conduct effective scenario modelling and forecasting during the annual budget process. This case study assesses the organisation's implementation of new software.

Company: Adaptive Planning | Published: 11 December 2012 | Business Area: Budgeting

Contact Adaptive Planning

2041 Landings Drive

Mountain View

http://www.adaptiveplanning.com