Carlson Thought Leadership in Finance & Technology

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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Is There Still a Role for Spreadsheets in Finance?

October 30, 2015 / by Jotham Lane

Let’s face it - spreadsheets will have a role and offer value to finance to some extent for the foreseeable future. As a “spreadsheet jockey” myself, I use them primarily for ad hoc analysis and reporting. One of the questions that needs to be asked though is, does your FP&A team spend 80% of their time getting data into reports and tying them out for analysis and only 20% of the time actually analyzing the data? Or, do they spend 20% preparing reports and 80% on analysis. If it's the former, which is actually quite common, then you should seriously[...]

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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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Carlson Launches New Cloud Integration Solution; Saving Adaptive Insights Users Days of Effort and Providing Unified Data

September 24, 2015 / by Dave Phillips

DATABLEND BRINGS NEW CAPABILITIES TO ADAPTIVE INSIGHTS USERS

WOBURN MA, Sept 24, 2015Carlson Management Consulting, the cloud financial solutions experts, today announces the launch of its new DataBlend cloud integration solution. DataBlend makes it easy to seamlessly bring data from external systems into Adaptive Insights, the #1 cloud Corporate Performance solution. With DataBlend’s unique capabilities, business users can create static versions in Adaptive with the click of a button, transfer data across versions easily, and replace slow[...]

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Transforming Finance: Interview with WGBH's Maureen Henehan

August 17, 2015 / by Dave Phillips

I recently had an opportunity to connect with Maureen Henehan, Director of Program Management and Process Improvement at WGBH, to ask about her experience as a finance leader and the role of Adaptive Insights in transforming finance in her organization.  WGBH Boston, a Carlson customer, is America’s preeminent public broadcaster and the largest producer of PBS content for TV and the Web. Television channels include WGBH 2, WGBX 44, and the digital channels World and Create. WGBH Radio serves listeners across New England with 89.7 WGBH, Boston’s Local[...]

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The Art of Forecasting: Recorded Webinar

July 24, 2015 / by Dave Phillips

Ethan Carlson, CEO and Founder of Carlson Management Consulting, recently joined a panel of finance leaders to discuss the Art of Forecasting.  This virtual event, hosted and moderated by Adaptive Insights, examined how experienced finance professionals develop world class forecasting processes within their organizations and client base.  Discussion topics included forecasting challenges, building flexibility with rolling forecasts and scenarios, modeling for growth and more.

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