Products / Private Team Collaboration Spaces
To be truly effective, planning and reporting processes not only need to deliver quick and accurate financial information, they also need to enhance communication and alignment among participants. But most companies' fragmented, email-and document-based processes impede real alignment. By integrating cutting-edge collaboration capabilities, Adaptive Planning increases transparency and drives more thorough, informed, and strategic business decisions.
Benefits:
- Facilitate broader, deeper, and more transparent participation
- Create a searchable repository of institutional knowledge
- Archive the complete set of interactions associated with planning and reporting
- Drive greater alignment around plans, goals and objectives
- Improve efficiency of planning and reporting processes through project management
- Obtain real-time updates on the status of key initiatives
- Enable faster, better informed, and more strategic business decisions
Features:
- Discussion Groups. Facilitate and centralize ongoing communications among team members related to key planning assumptions, variances, and ongoing changes.
- Collaborative Documents. Allow users to create and edit online documents that present a centralized, up-to-date view of key assumptions, recent changes, and other related information, such as organizational goals and objectives.
- Attachments. Establish a central location for archiving all documents, presentations, spreadsheets, and other files that are associated with a specific plan.
- Blogs & Announcements. Share ongoing Finance and executive perspectives on the goals and objectives of the process, company performance, and other management communications.
- Project Management. Assign tasks and due dates to team members, and schedule checkpoints, to ensure financial processes run efficiently.
- Tight Integration with Planning & Reporting. Simplify adoption and training with pre-configured links between sheets and collaboration spaces.
- Tight Integration with Best Practices Community. Connect with peers, tap into best practices, and access benchmarking information in the public online community.
- Support for Other Finance Processes. Create unlimited sub-spaces that support other collaborative financial processes, such as month-end close or SEC filings.
- Integrated Search. Search for key information across internal sub-spaces, semi-private communities (including your partners, board, etc.), and the public Best Practices Community.
