Review: Adaptive Insights Demo

This is a review of a demo of Adaptive Insights. It is not a review of my first-hand usage of the product, although I have used a trial version of the product with full functionality in the past. This review, however, is based on a demo of the most recent product. I am not affiliated with Adaptive Insights.

Review of iDashboard Data Visualization Demo

I recently attended an iDashboard informational webinar that included a demo of the tool. The following is my review of that webinar. For clarity, I have not tried a hands on demo, nor have I had a one-on-one demo. My review is strictly based on their webinar. Looks Like All the Rest iDashboard’s informational webinar reinforced my opinion that most of the marketing messages from most of the budgeting, data visualization and business intelligence software companies all sound the same. We can connect to any data source, our dashboards are the best you can find and our interface is so […]

Defining Driver-Based Planning 1

In a recent presentation, I made at the American Strategic Management Institute’s Budgeting and Forecasting Summit in Dallas I spoke about driver-based planning.  One of the interesting things about driver-based planning is there does not seem to be a consensus about the definition of driver-based planning.  I have seen different definitions or explanations from very credible sources, so a better way of understanding what driver-based planning really might be to look at examples.  Before we do that, let’s take a quick look at some widely publicized versions of a working definition. Alight Planning, makers of a software package created specifically […]

FP&A Focus…’Tis the Season (not that one)

A recent article in Business Finance Magazine about the hottest jobs in finance discussed the fact that, “The hottest position today is financial planning and analysis.”  Tell that to the many professionals in corporate America who make their living in financial planning and analysis (FP&A).  As planning season sets in at many companies they may be looking at having to get through yet another planning season filled with overtime and sacrificing personal time.  And they’ll do all this without any extra help.  To paraphrase a CFO who was speaking about forecasting, “…everybody is trying to figure out the same thing: today […]