Clear Plan

About Us

About Clear Plan

Focused …supportive … cost-effective

Clear Plan is Adaptive Planning’s dedicated European Partner.

Our primary role is to listen to how you currently manage your budgeting, forecasting and reporting process. We can then show you how Adaptive Planning can turn what is often perceived as a resource-consuming annual frustration into a valuable, perpetual, organisation-wide driver of financial health.

We recognize that before you commit to any change in such a critical business function you will need to be convinced of its value. That’s why we work closely with you to provide online demonstrations and comprehensive training materials to assist you in that evaluation.

When you are ready, we work with you to agree a short, fixed term implementation. You can choose to execute the plan using your own staff; outsource the project to Clear Plan; or combine both approaches. In any event, the Adaptive Planning application is designed to minimize the resources required to take as little as three days, rarely more than twelve, and averaging around nine working days.

After implementation and “go-live” we stay with you as your primary Eurpoean point of contact for as long as you use your Adaptive Planning application.

True to the cost-efficient ethos of the software-as-a-service model, the entire process - from gathering requirements to final handover - is managed remotely by the Clear Plan team, minimizing unnecessary and costly travel time, and inefficient on-site practices.

The Clear Plan team has been in the vanguard of the Business Intelligence/Performance Management sector since the late 1980’s and at the inception of web-based services development during the 1990’s. We recognize that the combination of these two technologies in Adaptive Planning’s on-demand application finally delivers on the promise of robust, organisation-wide, on-demand budgeting, forecasting and reporting solutions for all.

We look forward to working with you.

About Adaptive Planning

Fighting Spreadsheet Sprawl

Adaptive Planning was founded in 2003 by Rob Hull, a long time CFO who recognized that you can no longer excel with Excel—the spreadsheet models still used by 80% of businesses for budgeting, forecasting, and reporting have serious shortcomings in today’s fast-paced, dynamic workplace. Frustrated by the lack of easy-to-use, affordable alternatives to spreadsheets, he founded Adaptive Planning to provide a refreshing new choice—an on-demand software solution for planning and reporting that is designed for midsized companies and divisions of corporations. A solution that is simple yet powerful, extremely affordable, and remarkably easy to deploy and use—even for non-financial types.

Improving Agility & Productivity

In a few short years, hundreds of companies and tens of thousands of users in over 80 countries worldwide have made the switch—moving beyond spreadsheets and automating their budgeting, forecasting, and reporting processes with Adaptive Planning. These companies have dramatically improved the quality and agility of their decision making, and have completely eliminated the pain and lost productivity associated with inefficient, inaccurate, and inflexible spreadsheet models.

It’s no wonder that Gartner identified Adaptive Planning as one of five “cool” vendors in the BI and performance management space, and that BPM Partners Awarded Adaptive Planning "Core Vendor" status, as one of the companies that should be evaluated by any company pursuing a performance management initiative. Or that Adaptive is very highly rated in customer service— “among the top 1-2% of vendors we’ve ever worked with,” according to AAA.

Driving Growth

Sharing a fundamental need to manage growing businesses in dynamic markets, Adaptive Planning clients are forward-thinking organizations from a wide variety of industries, including business services, communications and media, energy, financial services and insurance, healthcare, manufacturing, nonprofit and education, software, transportation and logistics, and wholesale and retail trade.

Customers range in size from privately-held, pre-revenue start-ups to publicly-traded, multi-billion dollar corporations, including AAA, AIM Healthcare, American Red Cross in Greater New York, CollabNet, Finishmaster, Flowserve, GM Planworks, Goodwill of Southern California, International Coal Group, MacDonald Dettwiler, NetSuite, NFI Industries, Purolator, Rich Products, Robbins Bros., Rotary International, StepStone, Unitrin, US Xpress, UTi Worldwide, and Zazzle.

Delivering Unprecedented Value

Adaptive Planning offers unprecedented value based on new technologies and business models. As the first and only pure software as a service (SaaS) solution in the performance management space, Adaptive Planning provides powerful, easy-to-use, universally accessible software without the exorbitant costs or lengthy installations associated with enterprise performance management packages. No new hardware, software, or IT support is required; deployment takes only 2 weeks of consulting time; and most users require less than an hour of training.

See for yourself why so many companies are joining the revolution. Test drive Adaptive Planning today! You can access our free entry-level solution, Express Edition, online or via download, or sign up for a free 30-day trial of our full-featured Enterprise Edition.

It’s high time to move beyond spreadsheets – it’s time for Adaptive Planning.