Professional Services:

AdaptivePro provides the highest quality services to our customers with our 9 years of Adaptive project management/implementation and 12 years of FP&A experiences. We have served over 200 happy customers. Please check out Customer tab to view our customers and success stories.

1) Adaptive Suite implementation and project management:
  • Adaptive Planning & Reporting – essence of financial planning and analysis & full package of robust drag-and-drop reports
  • Adaptive Consolidation – real-time consolidation
  • Adaptive Discovery – dynamic, real-time, interactive visual dashboards
  • Adaptive OfficeConnect – easily create high-quality reports, board books and presentations across Microsoft Word, Excel and PowerPoint
  • Adaptive Revenue – plan, analyze, and manage revenue
  • Adaptive Integration – powerful integration platform connecting with other systems

2) Adaptive administrator & user training; and FP&A processes & system consulting

Project Approaches:

1) Fixed Bid – worry-free and time saving approach. We manage the project from beginning to finish within weeks – conceptual design, model building, report and dashboard creation, admin and user training, and on-going support. It is better for new and existing customers who have tight timeframes and limited resources.

2) Success Packs – a guided implementation approach based on our 8+ years of project management and implementation experience with best practices. We work with your team to guide you through project preparation, solution design, and model and report creation to maximize knowledge transfer.

 3) Time & Materials – flexible and on-demand approach. We get jobs done based on your needs and schedule for an hourly rate. It is better for existing customers’ additional model building and/or consulting work.


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