Carlson Thought Leadership in Finance & Technology

Adaptive Insights and Higher Education: Adding Flexibility and Collaboration to the Budgeting Process

August 10, 2017 / by John McGrath

At Carlson Management Consulting, we have implemented the Adaptive Insights Suite for many higher education institutions, both non-profit and for-profit.  Finance teams in higher education deal with several unique challenges for budgeting, forecasting, and planning.  Revenue and expense lines including enrollment, financial aid, endowments and grants add complexity to financial planning and analysis.  Non-profit institutions track unrestricted, temporary and permanent funds that require alternate reporting to provide multiple views of their financial[...]

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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[...]

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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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