March 19, 2020
COVID-19 ‘Hot Half Dozen’ Things Small to Mid-Sized Companies Should Do Right Now
Apple, with it’s $200B+ cash on the balance sheet is going to be just fine. Even with roughly $35B of annual operating expenses, they could go without a single sale and still pay everyone for years. Small and mid-sized companies are not so fortunate. The question we’re getting asked most frequently is, “what should I …
November 18, 2019
Optimizing your Adaptive Insights Model
Typically, a client experiences enough headaches with spreadsheets that triggers a need for something more robust and collaborative. A new Adaptive Insights client either addresses a single pain point or does a complete implementation all at once. The planning process becomes transformed and the team works more collaboratively, spending less time with data manipulation and …
July 26, 2019
Successful Financial Planning: How to Create a Functional Adaptive Insights Structure
Your journey to successful financial planning with Adaptive Insights begins with a functional Adaptive structure. This means having a clean set of GL Accounts, a logical Organization Structure, and clean ERP actuals. Start by looking at your GL Accounts. You will want to make sure they are clean and consistent across your company structure. If …
May 31, 2019
System Integration: Why You Need to Treat Your FP&A Tool Like a Baseball Lineup
Summer is almost here, and baseball season is in full swing. For me, one of the most fascinating parts of the game is how a manager resets their lineup each day based on a variety of factors. Who’s hot or who’s injured? Who’s expected to play on the other team? Are you playing in a …
May 20, 2019
Armanino Clients Selected as Finalists for Adaptive Insights Torchie Awards
The Armanino team is excited to see three amazing customers on the list of finalists for the Adaptive Insights Torchie Awards this year. The 7th annual Torchie Awards honor Adaptive Insights users in categories for: Exceptional Collaboration Excellence in Functional Planning Best Use of Dashboards and Analytics Greatest Improvement in Forecasting Largest Business Impact Outstanding …
July 31, 2018
Power Up Your ERP With Financial Planning & Analysis
Are you getting as much value out of your ERP as you could be? Platforms like Sage Intacct and Microsoft Dynamics allow you to better manage your business and automate some processes, but they aren’t designed for financial planning & analysis―and the reporting tools that come out of the box with ERP systems sometimes don’t …
May 9, 2018
How to Plan Finance Allocations: Why Less Is More
Do you really understand your profitability from the products or services you provide? There’s more to the story than total sales at the end of the year. Incurred costs to develop, test, market and manage your product or service have a huge effect on the overall profitability of your company. If you’re undercutting your competition’s …
November 2, 2017
How to Create a New Budget Process Using Process Tracker in Adaptive Insights
It’s that time of year when the weather starts to cool down, leaves change colors, and the smell of pumpkin spice lattes fills the air. Yup, it’s budget season! As many financial planning and analysis (FP&A) teams know, one of the pain points of budget season is getting budget owners up to speed (again) on …