What we’ve seen over the past five to ten years are many organizations moving to the Cloud. Now, I think we’re seeing a continued shift toward organizations wanting to buy best-of-breed technology. You see it with Salesforce for CRM, with our partners Adaptive Insights for budgeting and forecasting, and Sage Intacct for GL solutions. I predict there’s going to be this continued need for world class solutions and services.
As a consulting firm, we closely collaborate with our clients, put their success forefront, and form strong relationships with them. Clients consider our consultants as extensions of their own teams. For instance, a client invited one of our consultants over to Christmas dinner. The client-consultant relationship is important to us.
For companies looking to transform their finance operations, look at the whole picture. If your current methods are not well aligned with your goals, you won’t get to where you want to be. Ensure your processes and technologies make sense and are guiding you to greater efficiency and success.
As I look back upon our growth, there was a point in time when there were four of us in a two-room office. When we needed to know how projects were going, we could easily ask in person. That was convenient. We always knew how everyone was doing because they were right there.
For customers we’ve worked with over the years, we’ve become their go-to partner for Adaptive Insights consulting. That’s a big part of our business. However, we provide a lot of other services beyond that. Our vision is to provide a full set of solutions to the finance office, as well as anything within the CFO’s sphere of responsibility. We’ve branched out to a variety of solutions and process improvements we can help organizations implement. We now offer Sage Intacct for GL, automating AP with Bill.com, and better ways of managing time and expense with Nexonia.
Everyone at Carlson feels empowered to help the company grow. We’ve created an atmosphere where the team can act in the client’s best interests. There’s a very clear linkage between the team’s actions and the company’s success. We’ve done a good job of helping everyone look for growth opportunities. From identifying projects that will make our clients even more successful to finding new areas we can look at, the entrepreneurial mindset at Carlson is strong.
The relationships with our first clients were pivotal because they put a lot of faith in us. As well, the initial results the team produced were key to our success. We grew up as a company as we moved into our nicer office space.