As of March 15, 2025, the Adaptive 2025 R1 update introduces a suite of enhancements designed to streamline collaboration, improve scenario management, and optimize reporting capabilities. Below, we explore the Shared Scenarios feature that is set to enhance collaboration and boost operational efficiency.
What are Scenarios?
Scenarios, originally featured in the 2024 R1 release, have transformed how businesses approach data analysis and decision-making. Initially designed as a personal tool, scenarios allowed individual users to explore "what-if" possibilities without affecting their original data. However, the latest update has expanded their functionality significantly by enabling collaboration. Now, teams can share scenarios, inviting colleagues to contribute insights and propose changes.
This evolution from a solitary tool to a collaborative platform enhances the ability of organizations to draft and evaluate different outcomes collectively. With features like change management and report generation, scenarios facilitate informed decision-making, making them indispensable for departments aiming to analyze potential impacts before finalizing their plans.
Shared Scenarios: Detailed Overview and Features
New Share Option:
- Individual Users and Groups: Users can now share scenarios with both individual collaborators and groups, enhancing collaborative flexibility.
- Dashboard Review: An optional dashboard selection allows users to review changes before finalizing them.
- Collaborator Notes: Users can attach notes to provide details and instructions, ensuring clarity in collaborative efforts.
Manage Submissions:
- Owners and Managers:
- Download Changes: Easily download changes in Excel format for comprehensive review.
- Discard Changes: Owners and collaborators can discard unwanted changes, maintaining scenario integrity.
- Owner Only:
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- Approve: Accept changes from specific collaborators.
- Send Back: Return scenarios to collaborators for further modifications.
- Approve All: Approve all changes across collaborators for streamlined decision-making.
Scenario Notifications:
- Notifications now include scenario names, involved parties, links to perspectives or scenario pages, and any provided notes, ensuring all stakeholders are informed.
Scenarios Page Folders:
- Shared: Displays all shared scenarios, whether owned by the user or shared by others.
- Global: Accessible to scenario managers, showing all scenarios within the instance, including personal and shared scenarios not shared with the manager.
Imports and Exports
- Export Capabilities: Enabled through design integrations, enhancing data management flexibility.
- Import Restrictions: Data import into scenarios remains unavailable, focusing on export functionalities.
Other Enhancements
- Sheet Locking: Sheets are locked after collaborators submit shared scenarios for review, ensuring data integrity during the review process.
Impact on Your Organization
The enhancements to the Shared Scenarios feature are designed to significantly impact how you collaborate and manage scenarios within your organization. Here’s why these improvements are important:
- Enhanced Collaboration: By enabling flexible sharing options and providing tools for clear communication, Shared Scenarios allow you to work more effectively with your team. This means faster decision-making, reduced errors, and a more cohesive approach to achieving your objectives.
- Improved Efficiency: The ability to manage submissions, review changes, and utilize notifications ensures that your workflow is streamlined. You can focus on what matters most—making informed decisions—without getting bogged down by administrative tasks.
- Greater Control and Security: With updated permissions and structured management processes, you have greater control over who can access and modify scenarios. This ensures that your data remains secure and that only authorized changes are made, protecting the integrity of your collaborative efforts.
- Optimal Performance: The recommended limits on collaborators and scenarios are designed to maintain system performance, ensuring that your collaborative efforts are not hindered by technical constraints.
further information and resources
For those interested in exploring Shared Scenarios in greater detail, you can reach out to RKL for more information. Additionally, comprehensive insights into all the updates and enhancements included in the Adaptive 2025R1 release can be found at the following link: Introducing Shared Scenarios.