Carlson Thought Leadership in Finance & Technology

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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Is it Time to Optimize Your Adaptive Insights System?

November 24, 2015 / by Dave Phillips

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?

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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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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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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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