Cortland Partners Powers Up Their Passion with Adaptive Insights


“360 Cloud Solutions has given us the ability to have live access to our historical and forecasting data without the risk of corruption or formula errors.”
—Melanie Johns, Cortland Partners


Cortland Partners is a vertically integrated, multi-family, real estate development and management company. They build or buy multi-family complexes and transform them into one of a kind communities where the resident’s lifestyle is the focus. At Cortland Partners, the contractors, designers, and property managers are all employees who work toward the same goal of putting residents first. They even have their own supply chain for modern fixtures in order to satisfy residents’ and their own high expectations. Cortland Partners focus on service keeps their residents happy and their properties occupied, which in turn creates great opportunities for their investors.

Business Challenge

Cortland Partners realized the need for new Budgeting and Forecasting tools and reached out to 360 Cloud Solutions to implement Adaptive Insights. Adaptive Insights is the leading SAAS CPM tool on the market and has been optimizing the way companies Budget and Forecast since 2003.


With Adaptive Insights, Cortland Partners will be able to streamline their Budgeting and Forecasting processes creating transparency, collaboration, and accountability. They will be able to seamlessly integrate actual data from multiple General Ledger sources to create an unlimited number of scenarios. These scenarios can include anything from rolling forecasts updated with actuals to date, to any desired what-ifs. All scenarios will include full financial reporting with
P&L:s, Balance Sheets, and Cash Flow Statements. In addition, Metrics automatically generated from the data in Adaptive Insights can provide an analytical view of Cortland Partners’ financial health. These are just some of the benefits that Cortland Partners will realize through this project.

Products & Services
  • Adaptive Insights In-House Integration
  • Adaptive Insights Expense Management
  • Balance Sheet Cash Flow
  • Expense Management


With the implementation of Adaptive Insights, Cortland Partners will be able to:

  • Create driver based, enterprise annual budgets in an efficient, repeatable manner
  • Create unlimited forecasts and what-if scenarios based on actuals, budgets, and assumptions
  • Maintain unlimited assumptions to drive budgets and forecasts
  • Pull Actual Financial data from any GL system into Adaptive using fully automated integration, as often as desired
  • Combine actuals with budget or forecast data to create rolling forecasts with a few mouse clicks
  • Model granular details for budget and forecast elements like Personnel and Revenue
  • Create unlimited metric calculations related to the actual, budget, and forecast data

The above Adaptive Insights functional capabilities provide Cortland Partners the ability to:

  • Efficiently create and maintain Budgets and Forecasts
  • Automate the integration of Actual Financial data into Budgets and Forecasts
  • Streamline the reporting of Actual Financial data as well as Budget and Forecast data
  • Automate the generation of metrics to better analyze business results
  • Focus on the insight the numbers provide rather than the process of putting the numbers together
  • Significantly automate any reoccurring Board or Executive Financial Presentation Package


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