Solutions & Advantages
Implementation & Project Management
End User Training
Global leader in cloud-based SaaS for planning, consolidation, reporting & analytics
Certified and preferred implementation partner of Adaptive Insights
Planning for Health Centers
FQHCs, CHCs and Health Clinics
With multiple centers and funding sources, and the need to incorporate both financial and operational data in the planning process, it is essential for health centers to have an efficient tool for budgeting and reporting. Using Adaptive, we enable finance teams to automate consolidation across the entire organization, streamlining GL, Medical, Provider, Encounter, Payer, and Payroll data. Our healthcare clients benefit from our industry leading best practices, and enhance financial planning with YTD rolling forecasts, flexible what-if scenarios and automated personnel, encounter and patient revenue planning.
Financial Planning for Profits
Using disconnected spreadsheets to align revenue and costs across multiple projects, customers, and departments can be challenging. Adaptive enables finance teams to automate and move their headcount, project, resource, and revenue planning processes to the cloud, reducing finance cycle times by as much as 70%. Our solution provides specific metrics and automated templates for budgeting, forecasting, scenario modeling, dashboards, reports and analytics – enabling you to accelerate and improve your financial planning and reporting.
Financial Planning for Non-Profits
We have deep expertise in budgeting and reporting for nonprofit organizations, and understand the importance of making every dollar count to support your mission. Using Adaptive, we enable you to plan and forecast by program, project, fund, grant, season, location – however you need to model your organization. Our customized approach allows you to track expenses and donor contributions efficiently, automate overhead allocations, manage financials across funds and projects, and automate statements of financial activities, position, and cash flow.
Years of Experience
“Jon was the consultant for our company’s recent implementation of Adaptive Planning (business budgeting software). He is very knowledgeable about the product, has an excellent foundation in accounting and budgeting practices, has strong technical skills, and is a good listener. Jon was able to translate our somewhat complicated requirements into a very workable system. We are now up and running and have finalized this year’s 8+4 forecast/variance as well as next year’s budget in Adaptive Planning. We have received very positive feedback from the users and overall the project has been a resounding success. Thank you Jon! “
Susan Golden, Sierra Club
“Jonathan is an excellent trainer with a complicated product. His knowledge and skill set for the Adaptive product is thorough and exceptional. Jonathan exhibited best practices to accommodate our budgeting processes and security requirements and was often creative in finding solutions for our company. He is astute at the intricacies of budgeting / forecasting in the Non-Profit environment. Jonathan kept a schedule for learning the Adaptive Suite software and encouraged me towards a goal of learning the program with proficiency and being considerate of my time and the company dollars. His project management skills are exceptional. I learned the system within a couple of months and now manage and maintain our financials through Adaptive Planning. We are currently experiencing our first company wide budgeting process and the process of training others has been very easy with all that I learned from Jonathan.”
Marlene Abbey, LifeMission Church
“AdaptivePrime assisted our company through 2 major projects with Adaptive Planning. They are extremely knowledgeable of Adaptive Planning, and the budget process in general. They are very organized, responsive, pleasant, and listen very well. Everyone at our company who has worked with their team would agree. It’s really nice to work with professionals. We would highly recommend AdaptivePrime…”
Jay Ballou, The Noerr Programs
“AdaptivePrime is an excellent budget, planning and reporting resource. They understand planning and reporting, and use this knowledge to help businesses implement planning and reporting software. I worked with Jonathan and his team on an Adaptive Planning project and their skills were excellent. They were able to efficiently implement the project, manage the project milestones and provide me with technical product guidance. Adaptive is a very intuitive application, but AdaptivePrime took the extra time to teach me how to use the tool, so I would get the most value out of the application. Jonathan is also an expert in the non-profit space, and goes the extra mile to share best practices related to FP&A in that space.”