Carlson Thought Leadership in Finance & Technology

The Integrated Revenue Cycle

October 31, 2017 / by Dave Phillips

The Revenue Cycle is a hot button issue with companies, particularly those with more complex quote to cash processes like SaaS and Professional Services companies.  One of the challenges is that data resides in multiple systems and needs to be aggregated in centralized financial solution to gain a full picture of the value of an account over time. 

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5 Reasons to Attend Cloudfest ‘17 at Fenway Park

October 12, 2017 / by Dave Phillips

Our 2nd Annual Cloudfest event, sponsored by Adaptive Insights, Sage Intacct and Carlson Management Consulting, is coming up on November 8th and we are super excited.    Last year’s event will be tough to beat but we think we may have outdone ourselves.  This year we really want to knock it out of the park so what better place to host than Fenway Park!  We’ve put together a short list of reasons you should attend:

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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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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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