When one CFO at a private banking institution moved over to the nonprofit side, she knew some of the reporting requirements would be different—but she didn’t realize just how much higher the requirements around accountability would be. That’s probably a thought shared by every finance team member who used to… [READ MORE]
If you know someone who has successfully battled cancer, you know that the road they travel gets tough before it gets easier. For those who are victorious, who are lucky enough to have the best of care and loved ones to support them, stormy weather gives way to glorious sunshine.… [READ MORE]
When it comes to planning your future, the biggest mistake you can make is to think small, to limit your vision. Thinking small means thinking tactically rather than strategically, which is risky. Tactical thinking tends to restrict your focus to simple historical financial reporting, static budgeting, and limited collaboration in… [READ MORE]
The definition of the word “revenue” has been firm pretty much forever (as the total income produced by a given source or the gross income returned by an investment). Yet revenue planning has been radically transformed recently. Twenty years ago, most businesses built revenue through one-time transactions or with perpetual… [READ MORE]
The time is now for businesses and organizations everywhere to be asking that question. The midyear stretch offers a logical and timely opportunity to take a hard look at the strategic and financial landscape to determine whether it makes sense to do a midyear re-plan as you move into the… [READ MORE]
In the software world, experience teaches you a lot. And one thing we’ve learned, after working with more than 3,800 customers of all sizes and across all industries, is that with the right technology and design philosophy, it’s possible to serve a broad range of customers with the same platform.… [READ MORE]
Three years ago, I observed in my first blog for Adaptive Insights that uniquely relevant companies are built on great products and amazing teams. Plenty has changed in the past three years, but those two defining characteristics haven’t. And today, as we mark the completion of Adaptive Insights becoming a… [READ MORE]
Anyone in sales ops knows that territory planning is tough. Traditionally, there’s been few set rules and even fewer best practices. I know because I live it. I’m a sales ops analyst for Adaptive Insights, but a more accurate title might as well be “data wrangler.” And a big part… [READ MORE]
In September, Danny will turn 4 years old. So it’s no surprise that his favorite activity is playing—indoors, outdoors, with trains, wherever he can. He should be able to play all he wants, but for nearly two years, Danny has been in treatment at Dana-Farber Cancer Institute in Boston for… [READ MORE]
In sports, they call it a “three-peat.” It means earning a coveted title three times in a row. The phrase is getting plenty of airtime here at Adaptive Insights. Because for the third year in a row, Gartner has named us a Leader in its Magic Quadrant for Corporate Financial… [READ MORE]
