Powerful Financial Consolidation and Reporting. All in the cloud.

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Companies are moving faster than ever

before – more business change, new

geographies, changing structures. To

keep up, Finance needs to be more agile

and more efficient.

CFOs want to be more

strategic, but their

organizations frequently

face a rising tide of tactical

financial processes. There is

a driving need to scrutinize

every process to make them

run leaner, faster, and more

efficiently while reducing risk.

But where to improve?

The fact is, over 70% of Finance leaders

just aren’t satisfied with their consolidation

processes.* It’s because traditional

financial consolidation and reporting

solutions become dated and out of

tune with the business. Tools like Oracle

Hyperion, SAP BPC, and IBM Cognos are

typically expensive to run and maintain,

and are often hard to use and change. ERP

systems themselves fall short because they

can’t handle subsidiaries with different GL

systems.** Too often, spreadsheets are

relied upon to fill the gap.

It’s time for something better

The best-run organizations have

transformed their processes to keep pace

with business change and have made

their Finance teams more collaborative

and self-service. They’ve streamlined

and automated their consolidation and

reporting. They’ve brought analytics into

every stage of the process.

At Adaptive, we’ve rethought what a

financial consolidation solution should

be – modern, built in the cloud for

today’s Finance organization – more

collaborative, more intuitive, more agile.

With an intuitive user experience that’s

ranked #1 by Nucleus Research, Adaptive

runs completely in the cloud to drive

efficiency and agility. It’s easier to deploy

at a fraction of the time, cost, and effort

compared to traditional solutions.

Organizations

consolidating financial

results in a highly inefficient

manner typically involve

the use of spreadsheets or

outdated products. — Gartner

The Pace of Business is Accelerating.Will Your Financial Consolidation Process Keep Up?

*Business Performance Innovation Network and Adaptive Planning**Gartner

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More than 90% of spreadsheets contain serious errors, while more than 90% of spreadsheet users are convinced that their models are error-free. — ACCA

Your Financial Consolidation Process. The Opportunities to Improve.

Cut Time and Effort in Your Consolidation Process

Research by Deloitte shows that the consolidation and reporting

process is still time-consuming and error-prone. Submissions are

often late and have quality issues. There’s opportunity to free up

your time and improve your process, right now.

Tame Your Reporting

The fact is, reporting has a huge hidden cost. If you’re using

multiple systems and manual effort to generate reports, you aren’t

being efficient. Top performers are able to run their reporting 80%

more efficiently and at a lower cost by automating the process.

Link Consolidation to Planning

The reality is consolidation and planning are often stuck in different

systems with different processes. But linking them has benefits for

everyone – more accurate plans based on the latest actuals, less risk

based on reforecasting as the environment changes. Unify them to

supercharge your financial processes, and be more strategic.

Cut the Compliance and Reporting Risk

Data integrity problems and formula errors are rampant – they

drain productivity, add manual effort, and worse, they add risk.

In 2012, JP Morgan lost a substantial amount of money due to

poor trades in one of its accounts. The culprit? The Value at Risk

calculation was done manually in spreadsheets and was incorrect.

(continued on the following page)

Total Cost to Perform Financial Reporting per $1,000 of Revenue (APQC)

$0.60

$0.50

$0.40

$0.30

$0.20

$0.10

$0.00

Top Performer Median Bottom Performer

$0.11

$0.23

$0.57

Number of Days to Complete the Consolidation Process (Deloitte)

11–20

0–5

6–10

> 21

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DAYS TO CLOSE

Break Down Barriers in Finance

Finance departments are more distributed than ever before –

remote, offshore, at home, on the move. Centralized and hard

to access systems stand in the way of collaboration. Real-time

collaboration means fewer emails, better process tracking, and a

faster, more efficient close.

Keep Up to Date with Regulatory Change

FASB standards change, so your finance systems need to also.

Trying to stay on top of them with updates and patches, or simply

adding spreadsheets, isn’t scalable or reliable. Make your systems

do the work for you – have them track with change, automatically.

Manage Increasing Complexity

The close isn’t getting any easier – in fact, it’s getting harder. More

subsidiaries are being consolidated. And more systems are being

used to get the information needed to close. Simplify things and

manage the complexity by unifying your systems.

IT, business, and finance executives

strongly prefer integrated cloud solution

suites provided by a single vendor as

opposed to purchasing best of breed

offerings separately. — Saugatuck Technology, 2013 Cloud Survey

Your Financial Consolidation Process. The Opportunities to Improve. (continued)

See how Adaptive Consolidation is designed for today’s Finance organization.

Entities Consolidated as Part of the Close by Annual Revenue (APQC)

Use process automation to tame your financial close and consolidation circus act. — Forrester

Adaptive Consolidation Datasheet

100%

90%

80%

70%

60%

50%

40%

30%

20%

10%

0%$50 million

to $99 million$100 million

to $499 millionOver

$500 million

1 2–3 4–5 6 –10 >11

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Comprehensive Consolidation Easy to Use All in the Cloud

Adaptive Consolidation is a comprehen-

sive solution that automates currency

exchange, allocations, eliminations,

reclassifications, and ownership

percent. Journal entries ensure that

updates to GL account balances are

actually balanced – no one-sided

entries. Simply check a box to enable

Cumulative Translation Adjustment to

manage exchange rate differences. Full

consolidation power, unprecedented ease of

use, all delivered through just a web browser.

Transparency and Auditability at Your Team’s Fingertips

Powerful tools like Cell Explorer and Audit Trail provide deeper

analysis to make it easy to track changes. Easily see user access

permissions to manage strong SOX compliance.

Consolidation and Planning Power in One Cloud System

With a single cloud system for managing

consolidation, planning, forecasting,

reporting, and analytics, Adaptive makes

it easy to pivot from close, to plan, to

analysis. No separate systems. No stove

pipes. Just one unified experience.

Real-Time Visibility Built-in

Adaptive Consolidation easily extends

to provide visual analytics. Use interactive

dashboards and scorecards to display and

explore data on your live actuals. Gain real

insight—and find solutions. Live data means

real-time answers – no waiting for batch jobs or

processes, with Adaptive’s unique real-time consolida-

tion engine – a real virtual close. With Adaptive, the real, consoli-

dated results are always at your fingertips.

(continued on the following page)

Choosing Adaptive has accelerated

our financial consolidation close, and

eliminated days of work, which has freed

up our Finance team to focus on more

strategic initiatives to further our growth. — Paul Crawley, CFO, DayMen

Adaptive Consolidation – Reimagining the Close.

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Simplify currency exchange and cumulative translation adjustment.

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Bemis serves customers worldwide and produces packaging for products found in

virtually every aisle of the grocery store. As a public company with over $5BN in revenue,

with approximately 20,000 employees, managing dozens of locations across the globe,

we were pleased to select Adaptive Consolidation to help support our planning and

forecasting consolidation needs. — Tim Sullivan, Director, Financial Planning and Analysis at Bemis Company, Inc.

Finally, Self-Service Reporting

Easily create and distribute reports – without any technical skills

or IT required. Slice and dice across multiple dimensions and

scenarios. Drill down on data and use conditional formatting to

highlight critical data points. Generate reports in tabular or graph

format in HTML, PDF, or Excel. Complete reporting, completely

self-service, in minutes instead of hours.

Cutting Edge Collaborative Power

Adaptive’s intuitive and engaging Process Tracker makes

consolidation and reporting a team sport, unlocking productivity.

Know and manage the process at all times with at-a-glance graphs

with up-to-the-minute data. Define deliverables, assign them to

users, monitor tasks, track their closure, and print a copy of the

completed process for your records. Complete collaboration, in

real-time.

Built for the Cloud to Flow with Change

Your business changes, so your system should too. Your business

requirements change, so your system should too. Adaptive

provides upgrades automatically, so your system stays fresh and

up-to-date with regulatory requirements and innovations.

Adaptive Consolidation – Reimagining the Close. (continued)

See how to create reports on the web and in Microsoft Office, all self-service.

Take your analytics to the next level with Adaptive Discovery.

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Customer SuccessSome of the world’s largest and fastest-growing companies run Adaptive

and benefit from the world’s most usable cloud CPM solution.*

*Nucleus Research

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CUTTING EDGE CAPABILITIES The Adaptive Suite is helping us unify our planning, consolidation, and analytics

processes. With the new user experience, that looks and feels even more like Excel,

we anticipate it being more intuitive than ever for our managers to budget, plan and

forecast, making it even easier to engage our budget managers.— Paulo Castro, Manager of Accounting at Embraer Defense and Security, Inc.

Contact us or explore these resources to find out more about Adaptive Consolidation.

Adaptive Consolidation Datasheet

Adaptive OfficeConnect Datasheet

800.303.6346

www.adaptiveinsights.com

Register for a free online 30-day trial

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