Carlson Thought Leadership in Finance & Technology

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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Transforming FP&A in the Life Sciences with Adaptive Insights

August 30, 2016 / by Renee Sinha

Financial planning and analysis (FP&A) in the Life Sciences is exciting and fast-paced.  Within a high growth organization, whether pharma, biotech or medical devices, it can be a particularly thrilling environment to broaden our finance skills.  However, unless you have the proper systems and processes in place that scale with an upward business trajectory, you will quickly get bogged down in reactive mode, responding to requests and putting out fires. 

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Even Budget Managers Need a Vacation

July 22, 2016 / by Brian Teets

This is the time of year I look forward to my beach vacation getaway. Walking along the shore, listening to the seagulls, and taking in the ocean breeze always bring about a sense of peace and tranquility.  It’s a welcome and much-needed respite from the stresses of budgeting, planning and forecasting. 

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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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