Join Us on the Road to Active Planning

Adaptive Insights Road to Active Planning 2017

Thinking of finally moving away from your spreadsheet-based, static planning environment toward one that’s continuous, comprehensive, and collaborative?

If so, you’re probably wondering how to take that important first step. Because on a journey this important, first steps matter.

That’s why we’re making it easy with our 2017 Finance Leadership Series: The Road to Active Planning. This year’s edition of our popular annual event series will bring Adaptive Insights executives, experts, and customers to 47 cities throughout the United States, Canada, Australia, New Zealand, and the United Kingdom.

And we’re inviting you to join us.

Your GPS to active planning
It’s worth the trip. You’ll learn first-hand how active planning can be a game-changer for you and your FP&A team. Active planning not only changes how you do your job, but also has the potential to recast how finance is viewed throughout the organization and strengthen relationships with business partners. You’ll get greater visibility into business performance, build confidence in the numbers, make data-driven decisions, and increase buy-in and accountability throughout the organization

What’s more, as you move to active planning, three clear benefits start to emerge:

  • Better collaboration: Active planning encourages broader participation across the organization, by leveraging technology that makes it easier to establish a single source of shared data and customized dashboards that give users ready access to information.
  • Comprehensive capabilities: A single, comprehensive process drives optimization widely across the diverse parts of the organization. Reap huge benefits from real bottom-up planning by developing a robust, always-current picture of the business.
  • Continuous planning: Plans are produced rapidly and can be quickly iterated so ongoing, real-time planning and rolling forecasts become the norm. Gain insights to help your business respond rapidly to changing market conditions or competitor activity.

Learn about active planning in action
To bring the benefits of active planning to life, 2017 Finance Leadership Series will spotlight a selection of case studies from more than 100 customers in over 20 different industries. For instance, there’s P.F. Chang’s, the $1 billion operator of nearly 500 Asian-themed restaurants. The company’s static planning processes prevented executives from accurately tracking costs and margins at the individual restaurant level. This made it difficult to benchmark the restaurant operation against its competitors or to determine where it could afford to invest in expansion.

By implementing an active planning environment, P.F. Chang’s transformed planning, forecasting, and reporting from the corporate level down to individual restaurants.

“We wanted to move planning out to the restaurants where the action is,” said P.F. Chang’s CFO Jim Bell. “We were challenged to find a solution that each restaurant manager could use, yet still had the powerful capabilities we needed to manage the complex planning and modeling of the entire organization. We now have every single location using the Adaptive Suite, and our teams swear you can eat a lettuce wrap in the time it takes to create a budget—now that’s easy and fast!”

Designed just for you
Attend one of these complimentary events to learn how to start your own path toward finance transformation. Enjoy an exclusive dinner or lunch on us while you exchange best practices with peers from your area and representing a diverse array of industries. In addition to presentations from active planning experts, your localized event will feature a panel of Adaptive Suite customers who will share their own real-life finance transformation experiences that promise to inspire, enlighten, and motivate anyone looking to make the move from static to strategic.

They’ll describe the pain that led them to implement a modern FP&A solution, the factors that convinced them to choose the Adaptive Suite over other solutions, and how their experience has resulted in more efficient processes, more timely reporting, and a more strategic role for finance. Sessions will feature FP&A professionals from organizations like Standard Motor Products, Harry’s Shave Club, LLS, Guardian Life Insurance, the New York Mets, 1010data, and the Leukemia and Lymphoma Society.

And in more than 20 locations, local Adaptive Suite user groups will take advantage of the events to meet with local colleagues and talk through their own transitions toward active planning.

Sign up today
Register today to jumpstart your journey to active planning. The 2017 Finance Leadership Series: The Road to Active Planning runs from Sept. 12 to Nov. 9 in nearly four dozen locations from Sydney to Seattle. Select the location nearest you, and join us as we make that crucial first step toward transformation together.

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