Carlson Thought Leadership in Finance & Technology

Manufacturing KPIs

October 30, 2014 / by Jotham Lane
A question that invariably arises when I’m implementing manufacturing budgeting and planning software with clients is - which metrics should we be tracking? I could list any number of perfectly valid metrics, but at that point, I steer the discussion to priorities and strategy. In my experience, key performance indicators (KPIs) are an excellent means for ensuring that budgets align with strategy. Specifically, what are the factors necessary for them to improve competitiveness over both the shorter and longer term? Where should they be focusing[...]
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Carlson Launches Manufacturing CPM Solution

October 29, 2014 / by Dave Phillips

Carlson Manufacturing CPM, powered by Adaptive Insights, is a ready-to-implement Cloud solution that gives manufacturers the ability to align budgets with strategy, standardize and optimize finance practices, improve collaboration, and plan for long-term success.

The Carlson Manufacturing Corporate Performance Management Solutions offers the following benefits:
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Keys to a Successful Adaptive Insights Implementation

October 14, 2014 / by Chris Pinto

 As an award-winning Adaptive Insights Platinum Partner with more than 175 corporate performance management (CPM) solution implementations in place, we are often asked about the key steps that ensure successful projects.  Indeed, we have gained the reputation as being the “go to” firm for the most complex implementations so we’ve accrued quite a bit of knowledge and experience in that area.

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Carlson Higher Education CPM Webinar

September 22, 2014 / by Dave Phillips

Please join us for a free Webinar on Thursday, October 23th at 1pm EDT that introduces the new Carlson Higher Education CPM solution. Powered by Adaptive Insights, the #1 Cloud-based CPM software, we will demonstrate how this ready-to-implement solution:

- Addresses the full range of higher education planning and reporting requirements - Incorporates modeling and forecasting best practices - Reduces implementation cost by up to 50% - Minimizes client implementation staffing - Enables phased rollout through modular design - Includes Carlson[...]

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Avoid the Budget Season Blues

August 27, 2014 / by Jotham Lane

It's that time of the year known in finance circles as budgeting season. Unfortunately, for many finance teams still using spreadsheets, it can be a time of dread, stress and frayed nerves. Dwight D. Eisenhower famously said "Plans are nothing: planning is everything". That is certainly the case with spreadsheet-based planning as, according to research on the subject, 60% of budgets are already obsolete by the time they are completed. We can chalk that up to the ever-changing nature of business and the rigid nature of spreadsheets. But what if plans[...]

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CMC Sponsors NACUBO’s 2014 Planning and Budgeting Forum

August 12, 2014 / by Dave Phillips

Carlson Management Consulting is proud to be a sponsor of the NACUBO 2014 Planning and Budgeting Forum in Denver, Colorado on September 22-23, 2014.  This NACUBO forum is the “not to miss” event for business officers with planning and budgeting responsibilities. Concurrent sessions address the latest techniques in higher education resource management. Presenters include experienced business officers and higher education strategists. This year’s topics address financial reserves, integrated benchmarking, performance metrics, capital planning,[...]

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