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Adaptive Live 2016 Torchie Awards Winners

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The Torchie Awards reveal the stories of finance teams who are using cloud-based corporate performance management (CPM) software to pioneer new forms of finance transformation.

They demonstrate finance operating as strategic partners to the business. They reflect finance empowering their organizations to be agile. And they reveal the power of quickly garnering insights to make effective, data-driven decisions that drive competitive advantage.

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5 Winners of Finance TransformationThe customer award winners reflect excellence in planning, collaboration,

forecasting, operational planning, and performance management.

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Excellence in Planning

Creates best-in-class accessories that protect and enhance mobile devices for consumers around the globe.

Publicly traded with revenues over $250M

InvisibleShield is the #1 selling screen

protection

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Inaccurate demand forecasting impacted profit margins, frequently incurring large freight expenses for

priority shipping from China

Two years ago, there wasn’t a data-driven process in place for forecasting, and the company

missed its sales forecast by 33%

Challenge

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Enabled flexible management reporting: Production and shipping now closely tied to

demand and sales forecasts, reducing shipping costs, and

improving the bottom line

Built dashboards for the executive staff and sales and product

managers to track core KPIs on a daily basis  

Reduced costs: In first year of forecasting,

reduced freight costs by $8 million by improving

demand forecasts

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By understanding product demand at SKU level, better decision-making on product pricing

and promotions improved the overall product portfolio profit margins by nearly 5%.

Outcome

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Excellence in Forecasting

The largest grower and producer of olive oil in the United States. Growing olives using time-honored farming techniques while embracing modern technology.

Revenues over $100M

Apps chart the history of each

orchard

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Needed a new solution to optimize pricing and distribution

model within the constraints of a single olive harvest

Company had been growing rapidly in a competitive market

and needed to move out of Excel to improve pricing and

distribution optimization

Challenge

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Implemented multi-dimensional forecasting using Adaptive

cube sheets: increased visibility for units sold through cogs to net profit on a product SKU

and customer basis

Launched detailed rolling forecasts,

maintained and updated monthly by sales and

operational teams

Created dashboards for every sales

representative to see their own sales trends by product, by channel, and

by end customer

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Emerged with a five-year plan that supports modeling scenarios on capital investments,

hiring plans, and potential acquisitions.

Outcome

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Excellence in Operational Planning

Provides innovative video job interview technologies combined with recruitment screening and evaluation tools for employers.

Helps companies hire

17% faster

Cuts recruiting costs by 44%

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5 7 8 9 2 3 1 0 4 6 7 83 6 7 4 2 6 9 0 0 1 5 37 8 9 2 8 9 1 3 6 9 4 1 9 5 2 8 0 2 3 2 6 1 0 8

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Finance team set out to transform its sales

planning process

Company needed a better way to manage its rapid growth and improve top line forecasting

Challenge

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Created a sales rep-based, bottoms up sales

planning model

Provided CFO with rapid access

to metrics

Implemented monthly, rolling forecast model—leading to more

accurate bookings forecast: bookings forecast variances

reduced from 20% to 2%

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Using their new driver-based sales model, the finance and sales teams are able to collaboratively perform

scenario analysis based on various sales team growth and productivity assumption drivers.

Outcome

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Excellence in Business Partnering and Collaborative Planning

The largest voluntary health organization dedicated to funding research, finding cures, and ensuring access to treatments for blood cancer patients.

900 employees

Across 54 chapters in North America

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5 7 8 9 2 3 1 0 4 6 7 83 6 7 4 2 6 9 0 0 1 5 37 8 9 2 8 9 1 3 6 9 4 1 9 5 2 8 0 2 3 2 6 1 0 8

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Planning process was long, not very collaborative, and reporting minimal

Finance generally viewed as tracking

historical transactions

Challenge

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Deployed solution to 400+ managers and

employees (nearly half of employee base), enabling cross-functional corporate performance management

Raised transparency for operational metrics

(chapter-level cash flow, campaign-specific returns,

donor contributions)

Introduced monthly rolling forecast

process at chapter level to closely

monitor cash flow

400+

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Longer-term plans were created, with workforce plans to anticipate organizational structure changes,

assess cash flow, and evaluate strategic opportunities

Outcome

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Excellence in Performance Management

Exclusive radio broadcast partner to leading

sports and entertainment brands including the NFL, Olympics, Grammys, and Country Music Awards.

Reaches 245M people each week

454 owned-and-operated stations across 90 U.S. media

markets

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A growing need to decentralize planning and reporting to put more control and responsibility out to the

general managers in 90 markets

Reporting was cumbersome, Excel planning processes were not scaling, and the majority of

reporting had to be delivered out to market managers via email

Challenge

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Automated and decentralized

the annual budgeting process

Implemented self-service drag-and-drop reporting that brought information

into the hands of business managers in seconds,

not days

Created browser-based access to

real-time information—

creating ownership

Allowed each market to update their

forecast every Friday; programming

investments are then driven based

on forecasts

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Senior management can now easily monitor market performance across 90 markets—reallocating

programming dollars to markets that are most profitable and reducing spend in lower performing markets.

Outcome

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We know there are many inspiring customer stories within organizations that are embracing Adaptive Insights. We want to hear your story! And we encourage all customers to join our Torchbearers Community, where you can access learning materials and best-practice resources, and knowledge share among peers.

Share Your Story of Finance Transformation

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For more stories of Adaptive Insights transforming teams, companies, and

industries, check out www.adaptiveinsights.com/customer-stories

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