Carlson Thought Leadership in Finance & Technology

Dave Phillips

Recent Posts

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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Adaptive Live 2016: A Recap

May 6, 2016 / by Dave Phillips

Adaptive Live 2016, a Journey to Insights, was held last week and by all accounts was a great success.  Carlson, a Gold Sponsor, sent a large contingent to take in the workshops, meet with our clients, and network with Adaptive customers and staff.  The team flew in on Tuesday and, after the Welcome Reception, enjoyed dinner at a great Italian restaurant with clients.  The restaurant was particularly happy since we had 26 people in our party!

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Ethan Carlson Interviewed on The Price of Business

January 19, 2016 / by Dave Phillips

Ethan Carlson, CEO and Founder of Carlson Management Consulting, was recently interviewed on The Price of Business talk show. The Price of Business is one of the longest running shows on news talk radio in Houston, Texas. Hosted by award winning broadcast journalist, Kevin Price, this programs brings fresh perspectives to national and business news. Kevin interviewed Ethan as part of his ongoing focus on the success factors behind firms ranked on the Inc. 5000 list of the fastest-growing private companies in the United States.

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Is it Time to Optimize Your Adaptive Insights System?

November 24, 2015 / by Dave Phillips

Has the year-end budget cycle exposed shortcomings in your Adaptive Insights model?  Has your organization evolved since your initial implementation?  Are there additional sheets, reports, or metrics you’d like to incorporate? Are you making the most of all of the new features Adaptive Insights has released?

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A Halloween Tale: Healthwise Escapes Spreadsheet Hell

October 30, 2015 / by Dave Phillips

“Thanks to Adaptive and Carlson, we no longer have the Annual Budget Model from Nightmare on Excel Street!” stated a euphoric Kelly Richmond, Budget Manager and Financial Analyst from Healthwise, Incorporated, a global non-profit organization dedicated to helping people make better health decisions.

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