In the Press

BlumShapiro Consulting Partners with CPM Leader Adaptive Insights

< Back to Insights
Insights  <  BlumShapiro Consulting Partners with CPM Leader Adaptive Insights

WEST HARTFORD, CT – BlumShapiro Consulting, a division of Blum, Shapiro & Company, P.C., the largest regional business advisory firm based in New England, today announced a partnership with Adaptive Insights, the market leader in cloud-based budgeting, forecasting and reporting.

Adaptive Insights provides a cloud corporate performance management (CPM) solution that automates collaborative planning; reporting and analysis of both operational and financial data; and financial consolidation. This solution provides a best-practice, active planning process to drive business success.

“BlumShapiro clients are always looking for ways to create better business plans and improve their forecasting and budgeting. By working with Adaptive Insights, our clients will get greater visibility into business performance and will be able to make well-informed data-driven decisions to move their organization forward,” said James A. Clarkson, Jr., partner at BlumShapiro Consulting.

“BlumShapiro is a customer, and we are thrilled they now join us as a partner,” said Carolee Gearhart, Senior Vice President of Customer Success and Global Channels. “Having embraced an active planning process first-hand, they can enable nonprofits and businesses across New England as they expand their Adaptive Insights practice. We welcome BlumShapiro and look forward to a mutually successful partnership.”

With Adaptive Insights, clients will be able to achieve more confidence in their planning, budgeting and forecasts through its intuitive software designed for users familiar with Excel. With access to this data, users also have the opportunity to create drag-and-drop reports and dashboards to help display the data they need to see on a regular basis.

Adaptive Insights is the recognized leader in cloud corporate performance management (CPM). The company’s Adaptive Suite enables companies of all sizes to collaboratively plan and model, easily access real-time analytics, streamline complex financial reporting, and accelerate financial consolidation. With this best-practice active planning process, Adaptive Insights differentiates with easy, powerful, and fast software that empowers more than 3,300 customers globally to drive business success. Adaptive Insights is a privately held company with headquarters in Palo Alto, CA, and a presence in more than 50 countries. To learn more, visit

Continue the Conversation with Our Team
Get in touch with us.

Contact Us