Carlson Thought Leadership in Finance & Technology

Ethan Carlson

Recent Posts

Adaptive Insights as a Central Hub for Financial Decision-Making

May 31, 2016 / by Ethan Carlson

At the recent 2016 Adaptive Live user conference, I had the opportunity to present a session along with a panel of our customers about the benefits of making Adaptive Insights the central hub of decision-making.  Many organizations fail to fully utilize the breadth of capability within Adaptive for making solid business decisions by limiting the scope of data from which they work.  Part of the reason for this is the mindset among some finance professionals that they should be concerned only with financial data.  Another reason is that importing data[...]

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Are You Ready for Adaptive Live 2016?

April 6, 2016 / by Ethan Carlson
Hi Folks - Ethan Carlson here.  Adaptive Live is fast approaching and we are excited to be a Gold Sponsor of this year's event.  If you haven't registered yet, please do so!  We have sponsored every Adaptive Live user conference (even before it was called Adaptive Live) and they get bigger and better every year.

This year's conference has an incredible line up of speakers and sessions.  I hope that you will attend my presentation on Unified Data: A Central Hub for Improved Budgeting and Decision-Making on Wednesday, April 27th at 4:15.  I will[...]

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Mind the Gap...in Your Monthly Reporting

October 8, 2015 / by Ethan Carlson

I’m in London on a whirlwind business trip this week visiting clients, partners and attending the Adaptive Insights Roadshow. Earlier in my career, I worked in London so I have a strong attachment to this city. If you have ever navigated London using the Underground, you know that whenever the train doors open and close, there is an automated announcement to “Mind the Gap”. This iconic message is a fitting metaphor for the information gap that exists in most of the reporting packages that form the core of decision-making. Most of the reports that our[...]

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Four KPIs of High Performing Finance Teams

July 16, 2015 / by Ethan Carlson

Key performance indicators (KPIs) are well known within business as a means to distill down the number of variables that move the dial within an organization. But rather than discuss the particular KPIs that a finance team should track, let us apply the concept to measure the more qualitative characteristics of a high performing finance function. While not all-inclusive, here are four KPIs that you can use to gauge your own finance organization’s performance:

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6 Tips for a Successful Cloud CPM Evaluation

April 14, 2015 / by Ethan Carlson

Are you considering replacing your legacy on-premise budgeting system for a cloud corporate performance management solution? If so, you are in good company as a recent Adaptive Insights survey of 300 finance professionals indicated that 86% want to leave their legacy system behind. Once you’ve made the decision to start looking around, the system evaluation sets the stage for a successful project and long-term benefits to the organization. However, there are several points you should take note of to ensure a thorough evaluation. In this post, we will[...]

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Rethinking Performance Management: Key Takeaways from an Executive Panel

March 18, 2015 / by Ethan Carlson

I had the pleasure this morning of moderating a panel discussion on the topic of Rethinking Performance Management. The event was hosted by the CFO Leadership Council as part of their monthly meeting of finance executives. Based on today’s large attendance numbers, the topic of performance management is clearly top of mind for many CFOs. The three other panel members came from diverse backgrounds and included a CFO, a CEO and an HR leader.

I would like to share some of the key topics and themes we explored during our discussion and Q&A with the[...]

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