October 20, 2014 7:25 PM ET

Internet Software and Services

Company Overview of Adaptive Insights, Inc.

Company Overview

Adaptive Insights, Inc. provides cloud-based business intelligence, corporate performance management, and business and financial analytics solutions to plan, monitor, report on, and analyze financial and operational performance for midsized companies, large corporations, and nonprofits worldwide. It offers Adaptive Planning, which provides budgeting, planning, and forecasting solutions; Adaptive Consolidation, a financial consolidation software; Adaptive Discovery, a dashboard, visual analytics, and data visualization software; Adaptive OfficeConnect, a cloud-connected board, management, and financial reporting solution that unifies the Adaptive Suite with Microsoft Office; Adaptive Reportin...

3350 West Bayshore Road

Suite 200

Palo Alto, CA 94303

United States

Founded in 2003





Key Executives for Adaptive Insights, Inc.

President and Chief Revenue Officer
Age: 42
Co-Founder and Vice President of Product Development
Chief Financial Officer
Chief Community Officer
Compensation as of Fiscal Year 2014.

Adaptive Insights, Inc. Key Developments

Adaptive Insights Announces Adaptive Revenue, the Only Integrated CPM and BI Solution

Adaptive Insights announced Adaptive Revenue, the only integrated CPM and BI solution that empowers customers to analyze, plan, and manage revenue. Unlike solutions solely-focused on sales planning, or those that only provide sales analytics, Adaptive uniquely delivers a complete solution for managing both. Adaptive Revenue uniquely aligns corporate revenue objectives with sales forecasts and quotas and services planning to optimize the entire revenue funnel from pipeline to recognition. Adaptive Revenue runs on the Adaptive Suite and is completely integrated with salesforce.com and ERP solutions, offering powerful dashboards, planning, analytics, and reporting - for both sales and finance - all in the cloud. The Adaptive Revenue solution provides an industry first – the ability for organizations to bring together CRM, ERP and other operational data to gain a 360-degree perspective, combined with powerful BI and CPM technology – for both insight and planning, that empowers them to make better revenue decisions. Powerful, multi-instance technology enables departments to work in unique financial planning models across the organization and roll up results to corporate for analysis and reporting purposes.

Adaptive Insights Introduces Adaptive Suite 2014.2

Adaptive Insights introduced Adaptive Suite 2014.2, featuring Adaptive Integration and OfficeConnect. Adaptive Integration eliminates one of the last myths of the cloud - that it's difficult to integrate cloud business analytics with existing technology investments. Additionally, the general availability of Adaptive OfficeConnect will enable cloud-connected financial, board and narrative reporting that blends seamlessly with Microsoft Office. These innovations extend Adaptive's leadership in delivering powerful yet easy-to-use solutions, and allow companies to transform their onerous legacy reporting processes while saving time and reducing risk. Business and finance leaders can make informed, sound and accurate decisions based on a 360-degree view of business performance. Business analytics is a key priority for finance and IT organizations alike, but both have been challenged in bringing together the ERP, CRM, HCM, spreadsheet, database and proprietary sources to achieve the comprehensive perspective demanded by executives. Adaptive Integration helps ease this burden by delivering enterprise-class data integration, transformation, data staging and scheduling as a cloud service. The result is end-to-end cloud business analytics - from data integration to rich, visual analytics in Adaptive Discovery. Adaptive also announced the general availability of Adaptive OfficeConnect, a powerful and intuitive cloud-connected board, management and financial reporting solution that unifies the Adaptive Suite with Microsoft Office. OfficeConnect can help organizations eliminate the time, cost and risk associated with traditionally manual board, management and financial reporting processes. OfficeConnect enables companies to transform and convert their existing Excel, PowerPoint and Word reporting sheets and documents to be live with just a few clicks and automatically updated with actuals, plans and forecasts from Adaptive Planning and Adaptive Consolidation. Adaptive Suite 2014.2 key features include: A Unified Integration Platform for Data Analysts and IT - For data A analysts, with just a few clicks it's simple to import spreadsheets or refresh sources in a complete click-not-code experience. IT can create enterprise-class data integrations with the ability to configure data sources and define complex data transformations and preparation, as well as automate regularly scheduled data loads. Real Data Integration - No Blending Required. Adaptive Integration enables organizations to source and merge multiple data sources into the staging area, store snapshots of history, manage incremental or full data sets, store summary or detail data and cleanse and prepare data for analytics. It's the perfect data foundation to integrate multiple sources, manage detailed history and ensure everyone is operating from a single version of the truth. Cloud-Connected Reporting - Adaptive OfficeConnect delivers automated presentation-quality reporting in board books, executive presentations and narrative reports. Adaptive OfficeConnect enables organizations to jumpstart report design by leveraging their existing Excel report library and convert them to cloud-connected reports in minutes while saving time running and refreshing reports with a single click, all while retaining Office controls including conditional formatting, calculations and charts. Even More 'Excel-Like' and More Intuitive Sheets - Already recognized as the easiest-to-use CPM solution, this release brings a new user experience to Adaptive Planning and Consolidation sheets. Developed based on years of feedback from thousands of organizations, sheets now include a more 'Excel-like' look, feel and calculations, together with a user experience optimized for click or touch across form factors from smartphone, to tablet, to desktop. Integration with Corporate Single Sign-On (SSO) Standards - Beyond data integration, Adaptive's new Authentication module integrates with corporate SSO standards to provide single sign-on to the Adaptive Suite. Eliminating the need for users to re-enter a login and passwords, Adaptive integrates with identity management solutions like Okta and Microsoft Active Directory Federation Services. Availability: The Adaptive Suite 2014.2 will be available on September 19, 2014, and Adaptive OfficeConnect will be available on September 29, 2014.

Adaptive Insights Announces Management Changes

Adaptive Insights announced new leadership appointments including Founder Rob Hull to the role of Chairman and the transition of CEO John Herr to senior advisor for the company. Keith Nealon, Former President and GM of ShoreTel, joins the company as its new President and Chief Revenue Officer and Jim Kelliher joins as the new Audit Committee Chair and member of the board of directors. Nealon and Kelliher both bring extensive experience leading high-growth companies. Nealon most recently served as the President and General Manager of ShoreTel's cloud division (via its acquisition of M5 Networks) where he was responsible for growing revenue more than 100% in three years. Prior to ShoreTel, Nealon held several senior executive positions at companies including Conductor, Navisite and Eloqua. Kelliher currently serves as CFO of LogMeIn and the Audit Chair for Fleetmatics, both of which are Adaptive customers. He has also previously held financial leadership positions at IMlogic and Parametric Technology.

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