DocuSign Updates Financial Management System with Adaptive Planning

E-signature global standard automates budgeting, reporting and forecasting with Adaptive Planning


Mountain View, Calif.—Feb. 15, 2012—Adaptive Planning, a provider of cloud-based corporate performance management (CPM) solutions, now delivers its Software as a Service (SaaS) model to DocuSign, the global standard for SaaS-based electronic signature.

“Adaptive Planning’s implementation and support organizations are outstanding—they made the transition to Adaptive Planning quick and easy,” said Mike Wong, Director of FP&A. “We now have the details behind every budget or forecast number and with their new release we can drill into our GL detail and satisfy the accountant in everyone.”

With Adaptive Planning, DocuSign has the ability to conduct top down and bottom up budgeting while planning for future events, measuring the performance of the company and conducting variance analysis.

“The ease of reporting within Adaptive Planning is one of the product’s best features,” Wong added. “They have developed intuitive drag-and-drop functionality for reporting. In addition, I can version multiple plans for scenario analysis and compare these scenarios with a simple click of the button.”

DocuSign is also able to import data from other solutions for improved sales forecasting.

“We are pleased that we have been able to help DocuSign transform their budgeting, forecasting and reporting,” said Greg Schneider, Vice President of Marketing, Adaptive Planning. “DocuSign is an excellent example of how Adaptive Planning can help companies analyze and report on data from multiple systems, as well as conduct budgeting, forecasting, commission planning and sales forecasting with one integrated solution.” 

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