Adaptive Planning's budgeting and forecasting solution makes it easy for companies to elevate their financial management. With Adaptive Planning's centralized, web-based solution, you no longer need to send out multiple versions of spreadsheets, manage complex consolidations of data, or worry about departments using the most current version of the plan.

By eliminating many of the low-level “clerical” tasks associated with spreadsheet-based budgeting and forecasting, your staff is able to focus on strategic analysis and higher-level business decisions-turning a low-value process into a true competitive differentiator.

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Benefits:

• Dramatically reduce budgeting and forecasting cycle times—by up to 90%
• Simplify and standardize data collection across the organization
• Decrease errors and improve accuracy by eliminating broken links and formulas
• Deliver more complete and frequent forecasts, including rolling forecasts
• Enable timely and thorough what-if analyses
• Establish one version of the truth
• Make faster, more informed decisions
• Enhance collaboration with, and ownership by, department managers
• Improve alignment throughout the organization
• Increase the strategic value of finance

Features:

• Complete Set of Planning Components and Financial Statements. Plan Personnel, Expenses, Sales, and Capital. Link elements to create a complete set of dynamic financial statements, including Cash Flow, Balance Sheet, and Income Statement.
• Configurable Data Entry Sheets. Provide managers with intuitive, spreadsheet-like data entry sheets that are customized to only show relevant data.
• Multi-dimensional Data Collection. Provide users with a simple and intuitive way to plan across multiple dimensions (e.g., product, geography, customer, etc).

Metrics. Extend your plan beyond the Chart of Accounts. Budget and forecast any data required for your model, including operational metrics. Automated Consolidation. Automatically consolidate changes at the department level into the corporate plan, eliminating broken links and manual cut and paste exercises. Dynamic Formulas. Create formulas in any data cell, just like a spreadsheet. Reference data and assumptions from other cells, including financial and operational accounts in other subplans, to create dynamic, driver-based plans. Formulas can be established centrally for easy modification across the model. Workflow. Automatically manage the plan submission and approval process. Department managers can submit their completed plans for approval, and their managers can then submit their plans, until the entire version is approved. Drill-Down.See where data originated via real-time drill-down capabilities. Notations. Add notes to document budgeting and forecasting assumptions. Notes rollup with sheets, so managers with broader responsibilities can see notes from all sub-plans in one place.  Web-based Access. Perform budgeting, forecasting and reporting from any web browser at any time. No new software, hardware, or IT support is required.

For more information or to view a demo, please fill out the form below and Abacist Group will contact you.

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