Tag Archives: visual analytics

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5 Steps to Bringing Your Analytics A-Game in 2017

There is a burning need for FP&A teams to become more strategic partners to business. When we surveyed more than 300 finance leaders for the Adaptive Insights CFO Indicator Q2 2016 report, 75% said they wanted their teams to have a significant and strong impact on their organization—but only 46% believed they could have that kind of impact by 2017. What was the disconnect? The chief reason cited was a lack of time for strategic planning.

With 2017 now underway, it’s clear that visionary finance leaders need to reimagine the very ways that FP&A teams function and collaborate—and usher in a new shift in culture. Kerman Lau, vice president of finance at Adaptive Insights, and Hitesh Peshavaria, a partner and advisory leader at Deloitte, recently discussed this in a webinar. They offered practical steps that FP&A leaders can take to realize a culture of analytics—where FP&A spends less time on manual and transactional tasks, and more time on analysis and generating strategic insights.

Watch the webcast “Creating and Owning a Culture of Analytics: How CFOs can Transform FP&A”

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Three poster mockup hanging on the wall. Three posters template for your presentation etc. mockup, representing three signs it’s time to upgrade to modern budgeting software.

The Top Three Signs You Need Better Budgeting Software

There’s no time like the present to invest in modern technology. The longer you wait, the more entrenched your company will become in clunky tools that are out of touch with today’s business needs.

As it relates to financial planning, budgeting, and forecasting, old-world processes can lead to costly errors, leaving the finance team scrambling to fix spreadsheet mistakes and sucking up time gathering data rather than analyzing it and providing valuable insights to decision-makers.

So how do you know if it’s time to switch to a modern finance system?  Here are three of the most telling signs:

Download the eBook, “Nine Circles of Excel Hell”

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Balance Weighing Two Spheres

Balancing Growth and Resourcefulness

Every successful entrepreneur has at least one best practice in common: They’re resourceful. They learn quickly that it is absolutely critical to maximize scare resources and to appropriately allocate capital and employees to focus on business projects that will generate the highest return.

The challenge is to be resourceful without stifling growth. The most successful entrepreneurs are able to stay within the boundaries of limited resources and still create that foundation that allows the business to effectively scale.  Fortunately, you are running your business in an age of incredible technological advances that can help you to accomplish these competing goals. Cloud applications, mobile accessibility, and a wealth of valuable data bring together the best of both worlds for your business.

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Product Tip Tuesday: Creating Freeform Dashboards in Adaptive Discovery

The ability to create freeform dashboards is one of the many features that allow Adaptive Discovery users to personalize our cloud visual analytics solution for their organization’s needs.

So what’s the difference between standard and freeform dashboards?

With standard dashboards, Discovery dials must be held in ribbons. With freeform dashboards, you can create flexible layouts by just dragging and dropping dials directly onto dashboards, and then resizing and positioning them however you like. The greater flexibility in positioning will allow you to call out specific dials with your most important data with a larger display, or decrease the size of simpler, easier-to-read dials to leave more room for other data segments. And today, you’ll learn exactly how to do it.

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Game of thrones premiere

5 Financial Analytics Lessons from “Game of Thrones”

Guest blog post by Steve Player, Program Director, Beyond Budgeting Round Table.

If you are like me and hundreds of other fans, you are still recovering from the Game of Thrones marathon last weekend. As I watched (eagerly awaiting the start of season four), I found myself looking at how libraries and old books were depicted.  Many of the plot twists were aided by key information found in books which led to dramatically different decisions being made. That information may have laid stored in books and reports for many years, but its value was only realized when it was used.

It reminded me of a lesson I learned from Yale Professor Emeritus Edward Tufte who is the world’s foremost expert on the visual display of information. Tufte noted that “the most valuable corporate real estate is the less than two feet of screen space on each computer.” He noted that all the company’s IT systems rely on that space to display and harvest all the millions spent on information collection and processing.

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Sales Planning & Forecasting Software: 4 Reasons to Replace Excel

I have no doubt that human society would not be where it is today without Excel. From sports statistics on your TV screen, to scientific research into the development of your favorite product, to personalized marketing campaigns – they all have their origins in Excel, no doubt.

These days, knowing when and when not to use Excel is a key decision in any business process design. We now have application-based technology alternatives for almost every business process, all of which will improve data quality, visibility, auditability, and data security, while reducing time and effort. Sure, sometimes a quick Excel spreadsheet will get you the information you need to be able to make a quick and simple decision. However, do you really want to go through “Excel Warfare” when designing a process that is central to your business performance and requires the involvement of multiple people throughout your organisation?

You risk having the wrong formulas and wrong results. Not to mention that one mistake could force you to spend countless hours reconciling and searching for errors. Data could fall into the wrong hands without any possibility of tracking progress apart from sending an email requesting an update.

Ask yourself the four questions below before using Excel. If you answer “Yes” to even one of them, it’s time replace Excel with a more modern, more collaborative solution designed to meet today’s business needs when it comes to sales planning, budgeting, and continuous financial forecasting.

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Tech Talk: Three Keys to Better Financial Reporting in Today’s Data-Driven Culture

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

In late September, we gave you three steps to better financial planning in today’s data-driven culture:

1.      Get Operations Involved and Excited
2.      Implement Customized Driver-Based Plans with Operations & Collaborate on KPIs
3.      Enable Analytics for All

Check out the full post for details on how to take the three steps above.

As essential as proper financial reporting is to modern businesses, it’s only a piece of the puzzle. To realize the full business benefits of data-driven reports, you need the accompanying data-driven financial plans. And today you’re in luck, as we cover three keys to better financial reporting in today’s data-driven culture.

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What Do IDC 2014 Tech Trends Say about the Future of Cloud CPM, BI?

Adaptive Planning, cloud cpm software, corporate performance management, business budgeting software, budgeting and forecasting, visual analytics, financial reporting softwareIn early December, Forbes published the International Data Corporation’s (IDC) top 10 technology predictions for 2014; a yearly list that is much-anticipated because, well, IDC is pretty accurate. In 2013 for example, the market research, analysis, and advisory firm predicted that businesses will turn to visual analytics and predictive analytics technology to make the most use out of their massive amounts of data.

The IDC 2014 list includes a wide range of predictions, from the perpetuation of “Android vs. Apple,” to Amazon (and possibly Google) taking on traditional IT suppliers.

The firm’s top 10 countdown also includes predictions especially pertinent to the Cloud CPM & BI market. Here’s our view on a few of IDC’s predictions that are particularly interesting to Adaptive Planning, our customers, partners, and the broader future of enterprise cloud applications.

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Adaptive Planning, Adaptive Customers Dominate Deloitte Fast 500 List

Deloitte released the Deloitte 2013 Technology Fast 500 list recently; an annual ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, and clean technology companies in North America. And this year’s Deloitte list has Adaptive fingerprints all over it, largely due to the great success of so many Adaptive Planning customers.

Yes, Adaptive ranked as the fastest growing Cloud CPM software company in North America, with a growth rate of 483 percent from 2008 – 12. But even more impressive is that 62 Adaptive customers also made the list, accounting for over 12 percent of the total rankings. That includes RocketFuel, the #1 fastest-growing company overall, which has grown an astounding 208,897 percent over that same time period.

Here are few more Adaptive customer highlights from Deloitte’s list:

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New Thiess Mining Video Depicts Cloud-Based Visual Analytics For The Enterprise

We’ve told you about Thiess before — Australia’s leading construction and mining services contractor and one of the largest open-cut contract miners in the world that leverages cloud-based visual analytics from Adaptive Planning across:

  • 3K+ employees
  • 25+ mines
  • $2B+ of fleet equipment

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



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