Adaptive Live 2016, a Journey to Insights, was held last week and by all accounts was a great success. Carlson, a Gold Sponsor, sent a large contingent to take in the workshops, meet with our clients, and network with Adaptive customers and staff. The team flew in on Tuesday and, after the Welcome Reception, enjoyed dinner at a great Italian restaurant with clients. The restaurant was particularly happy since we had 26 people in our party!
Carlson Thought Leadership in Finance & Technology
Per unit planning is a key exercise that can help businesses formulate a realistic sales plan
Ethan Carlson, CEO and Founder of Carlson Management Consulting, was recently interviewed on The Price of Business talk show. The Price of Business is one of the longest running shows on news talk radio in Houston, Texas. Hosted by award winning broadcast journalist, Kevin Price, this programs brings fresh perspectives to national and business news. Kevin interviewed Ethan as part of his ongoing focus on the success factors behind firms ranked on the Inc. 5000 list of the fastest-growing private companies in the United States.
Has the year-end budget cycle exposed shortcomings in your Adaptive Insights model? Has your organization evolved since your initial implementation? Are there additional sheets, reports, or metrics you’d like to incorporate? Are you making the most of all of the new features Adaptive Insights has released?
“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.