Carlson Thought Leadership in Finance & Technology

Time to Optimize Adaptive Insights for Active Planning?

February 2, 2017 / by Dave Phillips

Is your Adaptive Insights system designed and utilized to fully capitalize on the potential of Active Planning?  The concept of Active Planning boils down to finance taking a leadership role in driving integrated business planning processes that are collaborative, comprehensive and continuous.  This requires extending the ease-of-use, power and performance of Adaptive Insights out to all financial and non-financial stakeholders. 

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Intacct: Key Reasons to Implement Best in Class Cloud ERP

January 19, 2017 / by Dave Phillips

As an Intacct partner, we are often asked by our existing customers what the benefits are for moving away from Quickbooks or their legacy ERP system to Intacct.  In most cases, these customers are feeling the limitations of their current systems; complexity for the end user, lack of multi-entity capability and cost of upgrades and customizations.  In some cases, they have implemented cloud financial systems like Adaptive Insights or BlackLine and are considering going “all-in” on the cloud. 

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Batch Updates - Short Video of Adaptive Insights Release 2017.1

January 16, 2017 / by Chris Pinto

Adaptive Insights recently released version 2017.1 that offers new capabilities for batch updates.  In this short video, Chris Pinto, Director of Adaptive Insights Implementations at Carlson Management Consulting, provides an overview of this new functionality.  Please take a few minutes to view the video.

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Adaptive Insights Reporting Options: HTML and OfficeConnect

January 3, 2017 / by Amanda Hutchins

Adaptive Insights offers two discrete reporting platforms: the HTML option, which is included with each standard Adaptive Planning user license, and OfficeConnect, which is an Excel add-in and requires a separate license for each user. Each reporting option has its own strengths and weaknesses and ultimately the two platforms complement each other quite well.

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Top Benefits for Higher Education Budgeting & Planning with Adaptive Insights

December 20, 2016 / by Brian Teets

At Carlson Management Consulting, we have implemented Adaptive Insights for many institutions of higher education – from larger universities to smaller private colleges.  We are often asked early in the discovery phase of the engagement what are the key benefits that finance teams and institutions as a whole can expect to experience.  Here are some benefits at the top of the list:

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DataBlend: Adaptive Insights Integration for the Business User

December 13, 2016 / by Dave Phillips

Carlson Management Consulting recently hosted a 30 minute webinar of DataBlend, our easy-to-use cloud integration solution designed for finance and business users. One of the webinar highlights was a hands-on demonstration of how Salesforce can be integrated with Adaptive Insights in mere minutes.  DataBlend offers unique capabilities to unlock the full potential of Adaptive Insights to function as a central hub for decision-making.  Please take a look at the recorded webinar below.  Stayed tuned to the end of the recording to learn about Special[...]

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