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MSIT Adaptive Insights Brochure 2018
This document provides an overview of Adaptive Insights, a cloud-based business planning and analytics solution. Some key points: - Adaptive Insights has over 3,700 customers in over 50 countries with a modern cloud architecture. - It has received numerous awards and recognition from analysts as a leader in strategic corporate performance management. - The company has experienced strong and sustained revenue growth over 40% annually since 2013 with recurring subscription revenue models. - It provides powerful yet easy-to-use planning, reporting, and analytics capabilities in a single cloud solution.
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Similar to MSIT Adaptive Insights Brochure 2018
MSIT Adaptive Insights Brochure 2018
- 1. APPLYING TECHNOLOGY. DELIVERINGBUSINESS CHANGE.MS IT Solutions Adaptive Insights Business Planning Cloud June 2018
- 2. 3,700+ Customers in 50+ countries ModernCloud Architecture Multi-tenant In-memory 150+ Partners Gartner Leader Forrester Leader Nucleus Leader Deloitte Fast 500 Forbes Cloud 100 Market Leadership, by the Numbers 1 Boston Chicago Palo Alto, CA Sydney London Tokyo Toronto Copenhagen Austin Denver Orlando Vancouver $200M+ San Francisco © 2018 Adaptive Insights | Confidential & Proprietary | Updated 02/28/18
- 3. The World’s LargestCloud CPM 2
- 4. Gartner 2017 MagicQuadrant: Strategic Corporate Performance Management Solutions 3 Adaptive Insights recognized a Leader and positioned highest in ability to execute. “Survey respondents rated Adaptive Insights above average in all areas, including "solution's ability to meet their needs" and "overall satisfaction with vendor." They scored it in the top quartile for ease of use, overall satisfaction with vendor, ongoing maintenance effort and analytics.”
- 5. Sustained Rapid RevenueGrowth $19 M $27 M $42 M $62 M $81 M FY2013 FY2014 FY2015 FY2016 FY2017 Software Subscription Revenue Services Revenue 40%+ CAGR © 2018 Adaptive Insights | Confidential & Proprietary | Updated 2/21/18
- 6. ✔ Powerful Features ✔Easy to Use ✔ Quick to Deploy ✔ Collaborative ✔ Business User-Owned Cloud Solutions Cloud Disrupting Corporate Performance Management Market ✔ Powerful Features ✗ Very Expensive ✗ Highly Complex ✗ IT-Intensive ✔ Easy to Use ✗ Manual / Slow ✗ Error Prone ✗ Siloed Manual Excel Legacy On-Prem Fit for companies of all sizes Fit for very small companies only Fit for very large companies only
- 7. Customer Mix © 2018Adaptive Insights | Confidential & Proprietary | Updated 2/21/18 Recurring Revenue by Market Segment Enterprise Companies 23% Mid-Market Companies 44% Small Business Companies 33%
- 8. Easy, Powerful, FastDrive Business Success 7 HEALTHCARE MANUFACTURING BUSINESS SERVICES NONPROFITSOFTWARE ENERGY & UTILITIES TECHNOLOGY © 2018 Adaptive Insights | Confidential & Proprietary | Updated 04/13/18 FINANCIAL SERVICES
- 9. An active planningsolution needs to be: Model anything, analyze everything Model fast and adapt quickly Plan as a team Integrated planning & analytics Rated #1 usability by all industry analysts* Adaptive Insights’ difference Top ranked in time-to- value and modeling usability** Easy Powerful and Fast and © 2018 Adaptive Insights | Confidential & Proprietary | Updated 02/28/18 8
- 10. Business Planning CloudEnables the Entire Process Intuitive, Flexible & Scalable Modeling and Scenario Planning Model Financial & Operational KPIs and Dashboards Monitor Operations, Management, Board, Gov't Disclosures Report Variance Analysis, Ad Hoc Analysis, Drill Anywhere Analyze 9 © 2018 Adaptive Insights | Confidential & Proprietary | Updated 02/28/18
- 11. Adaptive Insights BusinessPlanning Cloud 10 © 2018 Adaptive Insights | Confidential & Proprietary | Updated 02/28/18 Modeling, Reporting & Analytics Engine Data Integration Framework User Interaction: Sheets, Dashboards & Reports, Collaboration Adaptive Insights for Finance Planning & Analysis • Consolidation Functional Planning Workforce • Operational • Project Adaptive Insights for Sales Quota & Capacity • Territory
- 12. Active Planning Process 12 Collaborative Involvespeople closest to customers and operations Continuous Ongoing, not annual Comprehensive Financial & operating plans and analytics © 2018 Adaptive Insights | Confidential & Proprietary | Updated 02/28/18
- 13. Journey: Static toActive Planning © 2018 Adaptive Insights | Confidential & Proprietary | Updated 2/21/18 Business Planning Partnership Scenario Analysis Active Planning Operational Drivers and Data Engagement Forecasting Optimized Planning Reporting Budgeting Participation Modernized Planning COMPREHENSIVE COLLABORATIVE CONTINUOUS COMPREHENSIVE COLLABORATIVE CONTINUOUS
- 14. Many Paths toActive Planning © 2018 Adaptive Insights | Confidential & Proprietary | Updated 2/21/18 Expense Personnel Planning BS/CF Financial Reporting Financial Metrics & KPIs Rolling Forecasts Executive Dashboard Profitability Analysis Sales Forecasting Driver-based Models Cross-functional Planning Segment Analysis M&A Analysis Operational Metrics Enterprise Metrics & KPIs Revenue Planning Zero-based Budgeting P&L Financial Data Integration Operational Planning Financial Consolidation Capital Planning Scenario Analysis Modernized Planning Optimized Planning Active Planning
- 15. 15 PhasedImplementation Approach Phase 1: HighLevel Financial Planning ~4 weeks Phase 2: Detailed Financial Planning ~6 weeks Phase 3: Operational Planning ~4-6 weeks Phase 1.A: Financial Consolidation ~3 weeks Implementation approach can be tailored in line with customer’s journey towards Active Planning. 1) Progressively add capabilities (e.g. Expense, Personnel Planning, Rolling Forecast, Dashboard). 2) Start from Finance, progressively layer in more detail as follows:
- 16. 16 Deployment Packages(1/2) Scope Considerations Stage 1– High Level Financial Planning Stage 2 – Detailed Financial Planning Stage 3 – Operational Planning Stage 1.A – Financial Consolidation Number of Models • 1 x P&L Manual Input Model • 1 x B/S Manual Input Model • 1 x Cash Flow Input Model • 1 x Currency Translation Model • 1 x OPEX planning Model • 1 x HR Model • 1 x CAPEX Model • 1 x Revenue Model • 1 x COGS Model • 1 x Legal Consolidation Number of Drivers • GL level • 15~ • 10~ • GL Level Implementation Timeline • 4 weeks • 6 weeks • 4-6 weeks~ • 3 weeks Number of Input Forms • 5 • 10 • 10 • 2 Number of Reports • 5 ( 1 Report equivalent to 1 excel sheet) • 10 ( 1 Report equivalent to 1 excel sheet) • 10 ( 1 Report equivalent to 1 excel sheet) • 10 Number of Discovery Dashboards • 5 objects ( 1 object equivalent to 1 chart) • N / A • N / A • N / A Planning Granularity • Chart of accounts (COA) for P&L and B/S • Indirect cash flow accounts • OPEX planned at Driver Level • HR cost planned by job type • CAPEX planned by asset class • Based on 1 line of Business • Entity Code • Group CoA • Trading Partner / Intercompany Our pre-packaged solution offers the following proposed scope with pre-defined comprehensive Planning & Consolidation functionalities:
- 17. 18 Activities Month 1 Month2 Month 3 Month 4 Month 5 Wk1 Wk2 Wk3 Wk4 Wk5 Wk6 Wk7 Wk8 Wk9 Wk10 Wk11 Wk12 Wk13 Wk14 Wk15 Wk16 Wk17 Wk18 Wk19 Kick off & Stakeholder Onboarding Design & Prototyping Developme nt, Batch Testing & Break Fix Handover System Go-Live by Stages Timeline Below timeline outlines our proposed phased implementation plan. Iterative Authorization & Clean Up Stage 1 High Level Financial Planning Key User Estimated Time Commitment • 40-60% during Design ( 2-3 days a week) • 30-40% during Development (1.5-2 days a week) • As required for training Stage 2 Detailed Financial Planning Stage 3 Operational Planning 1 week Design & Scope Confirmation 6 weeks development Authorization & Clean Up 4-6 weeks development Authorization & Clean Up 2 weeks development Stage 1.A Financial Consolidation 1 week dev Authorization & Clean Up
- 18. 19 ClientValueRealization Stage 2 +3 – Detailed Financial Planning & Operational Planning • Driver based planning- increasing depth to planned information in Phase 1 • Ability to perform what-if simulation of Costs based on Key Value Drivers • Increased Data Granularity Analytics • Full automation of P&L accounts for planning • Streamline bottom-up and top-down key financial and operational planning processes using single application Stage 1 – High Level Financial Planning • Financial Data visibility & transparency • Single system to capture all data, eliminating data duplication and multiple stand alone data SILO • Real time aggregation and calculation of data with ZERO errors • Comparative & Variance Analysis based on harmonized data standards • Automation of currency translation • Dynamic and formatted financial statements • CFO Cockpit Dashboards Stage 1.A - Financial Consolidation • Integrated platform to automate tedious steps within the financial consolidation and reporting process • Perform Real Time Consolidation based on Actual, Forecast or Budget Data • Standardize the consolidation of the Group’s financial position and results • Audit trail capability for ease of data traceability • Accelerate financial closing time from weeks to days With packaged deployment, our goal is to allow client’s to generate “greatest value in shortest time” possible. Below are some of the benefits our clients can expect at completion of each stage of an EPM technology implementation…
- 19. MS IT SolutionsPte. Ltd. is an associate of Moore Stephens International Limited, a leading accounting and consulting association with member firms in principal cities throughout the world. About Moore Stephens globally Since Moore Stephens London was founded a century ago, Moore Stephens International Limited has grown to be one of the largest international accounting and consulting groups worldwide. Today the network comprises 657 offices in 106 countries throughout the world, incorporating 27,613 people and with fees of more than US$2.660 billion. You can be confident that we have the resources and capabilities to meet your needs. © 2017 Moore Stephens IT Solutions Pte. Ltd.