Learn Hidden Tips & Best Practices in Adaptive Planning

Are You Struggling to Use Adaptive Planning to its Full Potential?

The Vision

The Problem

What if you had a single place where you could:

✅ Get input from a variety of highly skilled professionals
✅ Upload and learn from videos rather than just text
✅ Learn things that aren't in the documentation
✅ Network and build professional relationships
✅ Access an AI that provides accurate answers

This type of technology has only become feasible recently, and you can use it to take the headache out of your Planning and Close cycles.

You were told Adaptive would Supercharge FP&A, but in reality:

❌ Integrations are slow and break frequently.
❌ Reports won't tie out to financial statements.
❌ $200+/hr for consultants who are slow to respond.
❌ Blindspots in their product knowledge.
❌ Adaptive just doesn't work how it did in the demo.

These challenges can leave you feeling frustrated and bogged-down with a ton of FP&A work still happening in Excel.

Meet Your Team of Workday Adaptive Planning Experts

150+

15

Years of experience

Happy clients

Our consultants have performed hundreds of implementations for companies of all sizes, structures and in a wide variety of industries.

Our end-users range from first-timers to experienced Super Admins who have used and implemented Adaptive in multiple companies.

Learn from members who were first certified in Adaptive Planning as early as 2014, who are currently certified in numerous different software suites (including Anaplan, Vena, Pigment, and COGNOS), and who are actual Software Developers with extensive experience in Javascript and API integrations.

Much more than a generalized discussion forum, Tribal Knowledge Forum™ is a place where people come to get quality answers, quickly.

The Tribal Knowledge Forum™ Difference

Screen record your issue and our AI instantly transcribes, analyzes, and matches it against real solutions.

Our Community

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AI-Powered Instant Answers

The first professional network built exclusively for enterprise SaaS experts to connect, learn and share their insights.

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Bulletproof Confidentiality

Every member signs legally enforceable NDAs allowing you to stay protected.

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Professionals Only

A private space where vetted professionals can connect, collaborate and grow.

How It Works

AI Finds Matches

Advanced AI transcribes your video and instantly searches our knowledge base for similar solutions.

Community Responds

If no match exists, other users respond with video solutions. Best answers get voted up and added to the knowledge base.

Screen Record Your Issue

Screen record your issue (2-5 minutes). You have full control over which data you share, and you're covered by the universal community NDA.

Get Answers in 3 Simple Steps

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2

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What is Included in Your Membership

Everything you need to level up your skills and connect with other professionals.

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Unlimited Q&A

Post and answer as many posts answer you would like. More participation is not only allowed, but encouraged.

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Quick AI Answers

The AI will have access to all the information in the forum and will be able to provide many answers immediately.

Weekly interactive sessions where new features are tested, best practices are reviewed, and live question and answer session.

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Weekly Office Hours

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Strict Confidentiality

Every person in the community will be held to the highest standards of professional ethics and confidentiality. ZERO tolerance for infractions.

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Professional Networking

Demonstrate your knowledge and find resources who can help you with current and future career and professional development.

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Optional 1:1 Consulting

Access to numerous, capable professionals who can assist you 1:1 at an insider rate.

Huge Inc
Re-Implementation

Clients We Have Helped

Don't just take our word for it, here's a list of some of the clients we have successfully assisted with Adaptive Planning.

Sacramento Kings
Full Implementation

Apple
Super Admin

TalMix
Full Implementation

FINRA
Major Expansion

Berklee College
Full Implementation

Get Your Time Back

Membership is less than the cost of 2 hours of consulting per month.

Read & Comment

$299/mo

Access to most of the community, the AI, and the ability to comment on posts.

Includes:

☑️ 12 Weekly Group Coaching Calls
☑️ Complete Video Module Library
☑️ Private Community Access
☑️ Basic Email Support
☑️ Accountability System

Full Member

$399/mo

1:1 Consulting

$TBD

Full access to the community, including all live sessions and unlimited posts and comments.

Includes:

☑️ 12 Weekly 1:1 Coaching Sessions
☑️ Strategic Planning Workshop
☑️ Complete Video Module Library
☑️ Private Community Access
☑️ VIP Support Between Sessions
☑️ Personalized Resources & Tools
☑️ Lifetime Access to Materials

Discounted price available for community members.

Includes:

☑️ Everything in Breakthrough
☑️ Extended 6-month Support
☑️ 2 VIP Intensive Days
☑️ 24/7 Priority Access
☑️ Custom Resource Creation
☑️ Executive Network Access
☑️ Quarterly Strategy Reviews

Join the Community

Satisfaction Guaranteed!

100% Satisfaction Guarantee

Every membership includes a 7-day, unconditional satisfaction guarantee. In addition, if you believe you did not receive at least 2 hours worth of value, we will give you 2 hours of consulting for free*.

*One-time only. This removes all risk from your decision and places the responsibility on me to deliver exceptional value. Your success is my highest priority.

Frequently Asked Questions