April is National Volunteer Month, which puts non-profit organizations like Room to Read in a well-deserved spotlight. We think it’s worth taking time to thank these organizations for the contributions they make to our own communities and to people the world over. Nearly 750 Adaptive Insights customers are non-profits, so while the world acknowledges their importance this month, we’re always working hard to give them the recognition they deserve and the tools they need for success.
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When your plan is to change the world

There are metrics, and then there are metrics. At Room to Read, one of many impressive metrics is 16.8 million. That’s the number of children whose lives and futures have been impacted by the organization’s initiatives to change education systems in 16 countries and 37,000 low-income communities around the globe.… [READ MORE]

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Infographic: ROI Spotlight—Harry’s

While Harry’s was revolutionizing the shaving industry with high-quality razors sent directly to consumers, behind the scenes the company was struggling with outdated, labor-intensive spreadsheet planning tools. Today, thanks to Adaptive Insights, Harry’s has, well, shaved weeks off its budgeting process, cutting in half the amount of time the team… [READ MORE]

So how do you get other departments to collaborate with finance? Start by empowering your business partners with more ownership and accountability in the data and your process.
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How to improve cross-team collaboration

When it comes to business, collaboration is vital. After all, no single department can do its job for long without the other departments pulling their own weight. Sales is no good if shipping can’t deliver; marketing falls flat if customer service keeps alienating users; everything grinds to a halt if… [READ MORE]

The adaptive Insights Business Planning Cloud has evolved around this philosophy. We realized early on that with the right architecture and integration framework, you can plan and report using any source data you want—from any ERP, GL, HCM, CRM, or other system—and present it in an integrated way that’s easy, intuitive, and seamless. This allows you to easily compare your plan against what really happened or, even better, what is happening now. Integration with third-party solutions has always been a fundamental strength of Adaptive Insights cloud software.
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Why being platform agnostic matters

“In the modern era, a closed ecosystem holds no future whatsoever.” My colleague Bhaskar Himatsingka, who heads product development and direction at Adaptive Insights, a Workday company, wrote those words here nine months ago. His message: Keeping cloud platforms open is just common sense. “Today’s businesses,” he noted, “are built… [READ MORE]

SaaS Sales and Finance collaborate together in planning, forecasting and day-to-day Sales management issues. That collaboration can be smooth and extremely productive, or there can be less productive friction. Working with hundreds of SaaS and software Finance organizations to collect and benchmark key Sales-related metrics, we’ve seen some best practices that tend to make the collaboration work well.
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SaaS sales and finance—playing nicely together or not

SaaS Sales and Finance collaborate together in planning, forecasting and day-to-day Sales management issues. That collaboration can be smooth and extremely productive, or there can be less productive friction. Working with hundreds of SaaS and software Finance organizations to collect and benchmark key Sales-related metrics, we’ve seen some best practices… [READ MORE]

Data visualization; But by visualizing financial data, you can quickly and easily present the numbers in a way that tells the story behind them.
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The importance of data visualization

If a picture is worth a thousand words, what is one chart worth? For some CFOs the answer is potentially millions in revenue. It can increase their influence in the boardroom and be a fast track to the CEO position. Here’s why: Finance teams are being tasked with processing—and making… [READ MORE]

Most businesses today know that their financial reporting is not as good as it should be. Yet many are slow to take action to correct it. The reasons are many, chief among them: other priorities. If you’ve put improving reporting on your “back‐ burner” wish list, don’t worry. I’ve identified four easy steps that can set you on the path to better reporting.
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For FP&A metrics that matter, try common standards

How does a highly effective finance team take control of complexity and fragmented information? They start by building common standards that help employees across the company integrate information in an efficient way to deliver a single version of the truth. Like many streamlined practices, the idea of common FP&A metrics… [READ MORE]