Carlson Thought Leadership in Finance & Technology

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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Top Benefits for Higher Education Budgeting & Planning with Adaptive Insights

December 20, 2016 / by Brian Teets

At Carlson Management Consulting, we have implemented Adaptive Insights for many institutions of higher education – from larger universities to smaller private colleges.  We are often asked early in the discovery phase of the engagement what are the key benefits that finance teams and institutions as a whole can expect to experience.  Here are some benefits at the top of the list:

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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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Spreadsheets and Manufacturing Finance: There is a Better Way

November 17, 2016 / by Kevin O'Brien

In manufacturing, spreadsheets have traditionally played a significant and valuable role for finance teams.  In particular, they are useful for ad hoc analysis and reporting. However, in our experience, many FP&A teams spend 80% of their time populating and validating spreadsheet data, leaving 20% of the time for analysis and proactive decision making.  In a dynamic manufacturing marketplace with tight margins and constant change, this becomes a major problem.  The lack of focus on analysis results in an inability to actively manage the business[...]

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