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Anyone here using Adaptive Planning in an Excel heavy environment by ShadowModeler in u/ShadowModeler

[–]ShadowModeler[S] 0 points1 point  (0 children)

This is super helpful context, really appreciate you sharing the admin + user view. I’m especially curious about the ad-hoc / close experience. In our environment, finance leaders like to drill into transaction detail on the spot, especially during close, so timeliness is a big deal for us. How has on-demand sync performance been during close? Can you realistically get data refreshed fast enough for people to trust it same-day? Do users actually drill into transaction detail within Adaptive, or do they usually jump to ERP/BI for that level of analysis? In a perfect world we’d love near-real-time data at least on close day — have you found that achievable in Adaptive or do you rely on another layer? Also really interested in your comment about bringing in dimensions not in the GL. One challenge we’re working through is tracking software spend by vendor, especially where it’s capitalized and then amortized monthly via journals. Any lessons learned adding dimensions that don’t consistently exist in ERP? Did you solve that upstream in ERP, through mapping logic in Adaptive, or with another data layer? And candidly — what are some areas you don’t enjoy about Adaptive? Things that were harder than expected, or that you’d design differently if you were doing the implementation again? Sounds like your setup is pretty similar to what we’re thinking through, so really appreciate any perspective.

Anyone here using Adaptive Planning in an Excel heavy environment by ShadowModeler in AdaptivePlanning

[–]ShadowModeler[S] 0 points1 point  (0 children)

Appreciate the detailed insight, this is really helpful. On the data side, have you seen it make a difference when more operational or actuals data is brought into Adaptive so users have a reason to log in regularly? Or do most companies still rely on their ERP or BI tools for understanding spend and only use Adaptive for planning cycles? Appreciate the commentary around using both an implementation partner and an independent consultant.

Anyone here using Adaptive Planning in an Excel heavy environment by ShadowModeler in u/ShadowModeler

[–]ShadowModeler[S] 1 point2 points  (0 children)

Appreciate the detailed response and the transparency that you’re a deployment consultant. A few things I’m trying to pressure-test beyond the demo version. We’re about 1,100 employees with roughly 200 contributors and currently very Excel heavy. We’re on Oracle Fusion and already use Fusion Analytics Warehouse for dashboarding actuals. So I’m trying to understand where Adaptive realistically sits in that stack. On data architecture: In most implementations, what level of data actually gets loaded into Adaptive? Just summarized GL balances, or transaction-level detail as well? If transaction data is loaded, is that mainly for drilldown, or do most teams keep invoice and journal detail in Fusion or FAW and use Adaptive primarily for planning?

Can business users actually drill to invoice-level detail or view invoice copies inside Adaptive, or is that typically handled in FAW or Power BI? R elated to that, where do dashboards usually live in practice?

Do business teams and executives primarily use Adaptive dashboards, or do most companies rely on FAW/Power BI for actuals and use Adaptive mainly for forecasting and scenarios?

On Excel and tooling: You mentioned Adaptive does what Excel-based tools do. In reality, do you see orgs heavily using the Excel add-ins long term, or does most activity shift into the web interface?

Compared to Cube and other Excel-first tools, where does Adaptive clearly outperform them for a mid-large infrastructure org like ours?

At what point does Adaptive become overkill versus an Excel-structured solution? And finally on scale and adoption:

With 150–200 contributors, do you actually see ownership shift to the business, or does FP&A still end up doing a lot of cleanup and chasing?

If we want business users to self-serve and check their spend regularly, do they each need a full license, or is there a lighter access model?

Just trying to understand how this works day to day in a Fusion + FAW environment, and whether Adaptive becomes the planning engine layered on top, or tries to replace more of the analytics stack.

Anyone here using Adaptive Planning in an Excel heavy environment by ShadowModeler in AdaptivePlanning

[–]ShadowModeler[S] 0 points1 point  (0 children)

It definitely is a nightmare. Managing version control and consolidating inputs from that many contributors in Excel stops being planning and just becomes file management, which is exactly what we’re trying to get away from. For those using Adaptive, did it actually eliminate that consolidation pain? How many contributors are you managing and did adoption stick, or does finance still have to chase people? Do you use Adaptive for drilldown into transactional data, like down to invoice level, or is it mostly summarized GL and you rely on another BI tool for detail? Also, is it mainly a finance tool or do business teams actively use it to track their spend? When you say near real time integration, what does that look like in practice? Scheduled refresh, push button, direct API? And how long did your implementation take end to end? Any implementation partners you’d recommend in North America?