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NorthStar Increases Time for Analysis, Gains 70% in Analytic Efficiency

Adaptive Planning Data Analytics and Data Visualization Webinar Andrew Rosenberg NorthStar FinancialWithin a year of its release Adaptive Discovery has already provided countless Adaptive Planning customers, from mid-market to enterprise, with the visual analytics and business performance insight needed to make the smartest and most efficient decisions for their businesses.

One such company is NorthStar Financial Services. NorthStar manages over $80 billion in client assets and is one of NorthStar Financial Services Adaptive Planning Adaptive Discovery Success StoryAdaptive’s many innovative financial services customers. On July 30, NorthStar Financial Analyst Andrew Rosenberg joined Adaptive Marketing Director Paul Turner to lead an Adaptive Data Analytics and Visualization webinar.  During the webinar, Rosenberg detailed the benefits that his company has realized through its use of Discovery, including a 70 percent increase in analytics efficiency.

You can check out the summary of Northstar’s results below, and listen to the entire webinar here. Remember that Adaptive holds free, live product demos every Wednesday at 10 a.m PST, during which you can ask our product team any of your technology questions. Reserve a spot today.

NorthStar’s Use of Discovery

  • Reproduction of Excel-based Financial Metrics Reports

  • Expanded KPI Display (Waterfalls, Regression, etc.)

  • Company-level Scorecards/Dashboards

  • Budget-to-Actual Visualization

  • Revenue/Expense Drill-down

  • Display of Asset/Account-based KPIs

NorthStar’s Results with Discovery

Time to Display

Reduced from 10+ days after month-end to 3 days after month-end

Elimination of Excel-based Reports

Replaced Excel reports that took days to produce

Mobile Access

Easily access dashboards from mobile devices

Time to Action

Early KPI visibility allows for agile planning for higher cost initiatives


Finance can design & deliver on all dashboard  needs

With results like these, it’s no wonder Adaptive Discovery has already been recognized as one of the top new products of 2013. Check out a Discovery demo today to learn how it can help you improve your decision-making, and how it seamlessly integrates with the entire Adaptive Planning CPM and BI suite to improve financial processes for businesses in all industries.


 #AProadshow: Checkout 10 reasons to register for the Adaptive Planning Roadshow, which begins Sept. 11 in San Francisco!

Day 1 at each location is free, and early bird discount rates for Day 2 tech workshops with Adaptive experts are available through Aug. 23. SIGN UP Today!

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