Carlson Thought Leadership in Finance & Technology

Dave Phillips

Recent Posts

The Integrated Revenue Cycle

October 31, 2017 / by Dave Phillips

The Revenue Cycle is a hot button issue with companies, particularly those with more complex quote to cash processes like SaaS and Professional Services companies.  One of the challenges is that data resides in multiple systems and needs to be aggregated in centralized financial solution to gain a full picture of the value of an account over time. 

Read More →

5 Reasons to Attend Cloudfest ‘17 at Fenway Park

October 12, 2017 / by Dave Phillips

Our 2nd Annual Cloudfest event, sponsored by Adaptive Insights, Sage Intacct and Carlson Management Consulting, is coming up on November 8th and we are super excited.    Last year’s event will be tough to beat but we think we may have outdone ourselves.  This year we really want to knock it out of the park so what better place to host than Fenway Park!  We’ve put together a short list of reasons you should attend:

Read More →

Q&A with Carlson’s Joe Giorgio on Better Time and Expense Management with Nexonia

October 3, 2017 / by Dave Phillips

There is an increasing need for organizations to streamline their expense management and focus on cost-savings.  Leading organizations are leveraging systems, solutions and technology to keep their infrastructure lean while delivering rich programs with seamless Intacct integrations.

Read More →

Selecting an Adaptive Insights Implementation Partner

August 1, 2017 / by Dave Phillips

If your organization is in the process of selecting Adaptive Insights as its corporate performance management (CPM) solution of choice, there is a good chance that you will use one of their many partners for the implementation.  After all, partners who specialize in implementing Adaptive Insights bring a lot of “best practices” knowledge and experience to the table.  The right partner can be critical to a successful project and help drive FP&A transformation in your finance organization.  However, not all partners are created equal so it pays to do[...]

Read More →

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. 

Read More →

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. 

Read More →
Page 1 of 8

Subscribe to Blog Updates

Subscribe to Blog

RECENT POSTS

RECENT NEWS & EVENTS

Follow us on Twitter