Our Methodology

Solution Valuebility Services & Integrations Provided

Our implementation approach has been designed and evolved to serve mid-enterprise clients that need well-experienced understanding and skills of financial operations, planning and reporting, including strong technical skills in the integration area. These clients typically also value, support and can afford an organized and planned management process of the implementation work. Our team has been working with Adaptive since 2009 and has regularly applied the Adaptive toolset to address challenging client requirements, in a variety of industries – high tech, higher education, hospitals, not for profit, manufacturing, oil & gas distribution, professional services, government agencies/crown corporations, internet marketing.

Integrations have included the following datasources: spreadsheet, Dynamics GP, Microsoft CRM (Custom Cloud Datasource), Netsuite, Sage Intacct, Accumatica (CCDS), Entero1 (Scripted data source with Pentaho data agent), Workday datasource.

Implementation Methodology

Our services delivery methodology includes the following approach wherever possible:

  • Requirements gathering and documentation.
  • Solution Design and detailed tasks defined
  • Project Plan created in Smartsheet and shared with team and client, Weekly status review
  • Solution prototyping, often concurrent with design
  • Build:
    • structure,
    • integration,
    • sheets,
    • data management,  
    • reports,
    • client review
  • Documentation, Training