As DocuSign grew from a start up and pioneer in SaaS-based electronic signature to the global standard, the company seized the opportunity to upgrade and automate its financial management systems to support its continued, rapid growth. Now with Adaptive Planning, DocuSign has the ability to conduct top down and bottom up budgeting while planning for future events, measuring the performance of the company, and conducting variance analysis. DocuSign is also able to import data from other solutions for improved sales forecasting.
“Adaptive Planning’s implementation and support organizations are outstanding – they made the transition to Adaptive Planning quick and easy,” said Mike Wong, Director of FP&A. “We now have the details behind every budget or forecast number and with their new release we can drill into our GL detail and satisfy the accountant in everyone.”
“The ease of reporting within Adaptive Planning is one of the product’s best features,” confirms Wong. “They have developed intuitive drag and drop functionality for reporting. In addition, I can version multiple plans for scenario analysis and compare these scenarios with a simple click of the button.”