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Professional Services Firms

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Professional Services Firms


With Adaptive Insights, Armanino has helped numerous professional services firms streamline their planning and analysis, because Adaptive Insights has allowed our customers to:

  • View rolling forecasting: Improve accuracy and turnaround time in the planning and reporting process, and conduct frequent re-forecasting and what-if analyses.
  • Measure relevant KPIs: Use dashboards to manage the business to key business metrics including sales per employee, billable and paid man hours, utilization of billable resources and more.
  • Create custom reports: Use reports to perform variance analysis, including drill-down into underlying transaction detail from other systems, and then distribute report books via email for financial presentations.
  • Manage revenue recognition: Plan complex revenue-recognition scenarios for various revenue streams, while also frequently re-forecasting and making adjustments based on different revenue assumptions.
  • Model key financials: Model integrated profit and loss (P&L), balance sheet and cash flow statements, including effects of sales on accounts receivable, deferred revenue and cash.

Spreadsheet-based systems are inefficient, error-prone and fundamentally unsuited to meet the reporting needs of professional services organizations. As a SaaS, Cloud solution, Adaptive Insights requires no new hardware, software or IT support for initial implementation or ongoing maintenance—and it even has an intuitive Excel-like user interface for increased user adoption.   

Integrate Your Technology
In addition, Adaptive Insights can use reports to perform variance analysis, including drill-down into underlying transaction detail from other systems. Built on Adaptive Insights’ cloud platform, the Adaptive Integration solution allows finance teams to connect their existing best-in-class applications (e.g., Salesforce, Intacct, Concur, etc.) with Adaptive Insights—securely importing data from your GL, ERP, CRM and other proprietary systems with ease. 

Why Armanino for Professional Services
If you’re considering implementing Adaptive Insights, you should know that choosing the right implementation partner is the most important choice you’ll make. As your implementation partner, Armanino provides you with the confidence that comes from having a partner who has worked with numerous professional services organizations. Armanino’s Adaptive Insights development and implementation is the largest in the nation. Our staff has the kind of hands-on FP&A experience that leads to a deeper understanding of the issues, operations and processes unique to service firms.   

We combine both our clients’ priorities and our own best practices. For example, in addition to a turnkey implementation, we offer a tiered implementation. Our tiered approach can help your internal team learn Adaptive Insights gradually, get more involved in the implementation process and increase user adoption over the long term.   

In addition, our certified development and implementation team includes experienced CPAs and former CFOs with extensive finance backgrounds, which means we understand the pain points the CFO Organization battles each day—financial planning, data consolidation, analytics, reporting, internal controls, data security and more.