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IS YOUR FINANCIAL PLANNING SOLUTION KEEPING PACE WITH YOUR BUSINESS?

February 18, 2016

Budgeting, Forecasting & Strategic Planning

Cloud-Based Planning with Adaptive Insights Is Enterprise-Ready

If you have been resisting cloud-based financial planning, it may be time to give it another look. Web-based solutions have matured considerably in the past few years, and offer significant benefits over traditional on-premise solutions, including lower cost of ownership and the ability to respond quickly and confidently in a volatile business environment. In particular, we have been impressed with a solution that provides the robustness, agility, and data security that are critical to the office of finance while also providing end user self-service financial planning and reporting.

During this recorded webinar, you can view a demo of Adaptive Insights, a cloud-based financial planning solution. Our own enterprise planning expert Ken O’Boyle hosts the event. A 15 year planning veteran, Ken is deeply familiar with traditional on-premise planning tools, the needs of the office of Finance, and the Adaptive Insights solution. Ken shares frank comparisons between the solutions, and speaks about how Adaptive Insights can complement or replace on-premise solutions.

The Adaptive Insights demo covers:

  • Built-in features that lead to more simple implementations: versioning, time dimension/horizon, pre-defined account structure, sheet templates, etc.
  • Unique user/planner capabilities (planning method – balance level, line-item detail, formula or breakback – can vary from one department to another for the same account)
  • Do-it-yourself features including integrated financial reporting
  • Security measures
TECHNOLOGIES COVERED

Adaptive Insights

PRESENTER

Ken O’Boyle
Solution Architect
Senturus, Inc.

Ken has more than 20 years of hands-on experience architecting, implementing, and delivering training for enterprise planning, business intelligence, and data warehousing solutions. He has both a CPA and MBA.

PRESENTATION OUTLINE

Financial Planning Solutions

Key Considerations

  • Cloud vs. On-premise
  • Application vs. Tool
  • Web-based & Excel-based Options
  • Centralized vs. Decentralized Planning

Adaptive Insights

  • Cloud vs. On-premise
  • Application vs. Tool
  • Web-based vs. Excel-based (with option for an MS Office add-in for reporting)
  • Centralized vs. Decentralized Planning

Differentiators

  • Intuitive experience
  • Customer service
  • Integrated analytics
  • Financial processes

Support for Your Evolution

  • Enhance planning = increases efficiency and accuracy
  • Optimize finance = improves processes and decisions
  • Transform performance = creates profound strategic value

Demonstration

OPEN