‘Elevating the Role of Finance’ Tour: Melissa Sutcliffe from Engineers Australia Talks Adaptive Planning

Guest blog by Matthew Grove, Director of Business Development, GK Horizons

Adaptive insights, cloud cpm software, corporate performance management, business budgeting software, budgeting and forecasting, visual analytics, financial reporting software, financial consolidation

Melissa Sutcliffe, National Finance Manager at Engineers Australia, discusses the process of replacing Oracle Hyperion with the Adaptive Suite during the Sydney, Australia stop of the Adaptive Insights “Elevating the Role of Finance” Tour through Australia & New Zealand during February, 2015.

Melissa Sutcliffe, National Finance Manager for Engineers Australia (EA), a national forum for engineering professionals throughout Australia, gave a detailed review of her experience with Adaptive Insights and GK Horizons at the Sydney stop during Adaptive Insights’ recent “Elevating the Role of Finance” tour.

Sutcliffe had replaced her Excel budgeting and forecasting solution with Adaptive Insights back in late 2013, and as she explained, she felt the benefits almost immediately.

In her presentation, Melissa explained that she previously had difficulty completing a forecast due to the large manual effort required when using Excel. Using the budgeting and forecasting features within Adaptive Planning, part of the Adaptive Suite, she has created her first detailed financial forecast to help her organization better prepare and plan for the future.

VIDEO: Melissa Sutcliffe details her experience with GK Horizons and her team’s use of the Adaptive Suite.

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5 Must-See Sessions at Adaptive Live

Anyone who has taken a look at the agenda for this April’s Adaptive Live Global User Conference knows that there will be plenty of things to see, do, and learn during this worldwide finance event. So to help you create a plan of attack and maximize your time at Adaptive Live, we’ve assembled the five must-see sessions at this year’s event.

See the slides below for a glimpse at this year’s top sessions to look forward to. And if you haven’t booked your spot yet, do so before FEBRUARY 27th to take advantage of our special promotional discount!

Product Tip Tuesday: Breaking Down Barriers to Modern Financial Planning & Analysis

The finanAdaptive insights, cloud cpm software, corporate performance management, business budgeting software, budgeting and forecasting, visual analytics, financial reporting software, financial consolidationcial planning and analysis (FP&A) process is absolutely critical to measuring the overall health of an organization. And because of its importance, one might assume that the majority of businesses have adequately invested in technology to help streamline the process in a way that yields accurate performance metrics, faster.

Unfortunately, the opposite is true for many companies. Countless organizations continue to rely on spreadsheets and legacy systems that lack the necessary functionality and flexibility to execute the FP&A process rapidly and accurately. The main complaints from financial planners? Their current process takes too long, is labor intensive, and is inflexible and expensive.

So why the disconnect between organizational FP&A needs and the necessary technology to meet those needs?

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Infographic: Pioneering the Path to Revolutionize Finance

Adaptive insights, cloud cpm software, corporate performance management, business budgeting software, budgeting and forecasting, visual analytics, financial reporting software, financial consolidation

Click the image above to view the full infographic.

It’s been an exciting journey along the way to record growth, tremendous customer success, and the development of a cloud CPM & BI solution that fundamentally changes the way finance leaders fulfill their roles and influence their organizations.

We’ve embraced innovation and risk in overcoming challenges throughout Adaptive’s history, and very tangible results have followed. Those results include the industry’s highest customer satisfaction ratings, and the growth of our international customer base to include more than 2,500 organizations in 85 countries worldwide.

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Product Tip Tuesday: Creating A Variance Report using Adaptive’s Built-In Reporting

Adaptive insights, cloud cpm software, corporate performance management, business budgeting software, budgeting and forecasting, visual analytics, financial reporting software

There are a lot of helpful tips and best practices to share with Adaptive customers as we pick back up our Product Tip Tuesday series in 2015. But with our intuitive and self-serving financial reporting features being one of our most popular benefits, we decided to kickoff this year’s series with a quick explanation of how to create variance reports using our built-in reporting feature.

Reports are used to communicate vital facts and figures to stakeholders throughout the organization. Unfortunately, the traditional tools used to create reports lack adequate drill-down capabilities, are subject to formatting challenges, and require painstaking manual measures that leave crucial data vulnerable to error. And when a manager needs a report quickly, spending hours compiling the information is just not scalable.

Adaptive’s web-based report builder allows users to quickly and easily create management and ad-hoc reports. With easy-to-use drag-and-drop and drill-down capabilities , users can easily provide commentary on variance reports and create new reports on the fly. It’s a true self-service style that leads to quick answers to important questions. Here’s how to get those answers.

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Adaptive Helps Gentiva Save One Million Annually, Achieve 751% ROI

 

How much is an investment in modern technology actually worth to today’s fast-growing, innovative organizations? In the case of Gentiva Health Services, the largest provider of home health and hospice services in the U.S., it’s worth roughly $1 million per year in average annual benefits.

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5 Tech Trends to Track in 2015

Adaptive insights, cloud cpm software, corporate performance management, business budgeting software, budgeting and forecasting, visual analytics, financial reporting software, financial consolidationEach New Year marks the inevitable onset of new trends, jump-starting the unofficial task of establishing a new set of do’s and don’ts. In 2014, some projections focused on the impact of skyrocketing mobile usage on businesses, Bitcoin’s volatile but consistent growth, and how user-driven marketplaces would continue to flourish as venture potential. Others concentrated on predicting the growth rate of the overall cloud market, the changing role of cloud service providers, and how much companies would spend on big data analytics.

And as is the nature of trends, the idea of what will be impactful in 2015 most definitely differs from what was considered influential in 2014. In a Fortune Magazine column last week, Sergio Monsalve of Norwest Venture Partners, an Adaptive Investor, offered his predictions as to which technology megatrends will define 2015. Adaptive Insights Senior Director Paul Turner also weighed-in with his 2015 cloud industry forecasts.

Here’s what we think are the five of their most interesting trends to track throughout 2015. You can find the full set of predictions from Paul and Sergio in the Adaptive News Section.

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