Carlson Thought Leadership in Finance & Technology

Bentley University Selects Carlson Management Consulting for Budgeting and Forecasting System Implementation

June 19, 2014 / by Dave Phillips

Woburn, MA and Waterbury, VT - June 19, 2014 - Carlson Management Consulting (CMC), a leading Cloud solutions and services provider with a growing list of clients nationwide, has been selected by Bentley University to implement Adaptive Insights' corporate performance management solution and assist with enhancing the university's reporting and strategic planning capabilities.

"We are very excited to be working with Bentley University on this important project. We are looking forward to leveraging our experience as the leading Adaptive Insights[...]

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Adaptive Insights for Higher Education

May 30, 2014 / by Josh Ladd
At this year's Adaptive Live event, I attended a session entitled Education: Adaptive Best Practices. A panel of three Adaptive Insight's customers representing their respective institutions shared their experiences with the group. They related how smoothly their implementations went and enjoyed the fact they did not have to commit significant resources to the project. There was a general consensus that they felt well-connected with their implementation teams even though projects were managed remotely. Weekly meetings were key in facilitating open[...]
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Adaptive Live 14 Highlights

May 27, 2014 / by Ethan Carlson

If you attended the Adaptive Insights conference, Adaptive Live (#ALive14), I think you would agree that it was an impressive and energizing event. For those like myself that have been working with Adaptive since the early days, this year's conference really felt like a whole new ballgame. With nearly 1,000 attendees, double the previous year's participation, Adaptive's key event has officially moved beyond a user group meeting and is now a fully-fledged conference. If you missed the event, don’t make the same mistake again. Here is a recap of some[...]

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A Special Thanks to our Customers at Adaptive Live 14

May 22, 2014 / by Dave Phillips

At CMC, we place the utmost value on long-term relationships with our customers. You need only look at our Mission Statement to get a sense of our commitment to their success. For that reason, it was especially gratifying that our clients including Sandvine, Root Capital, VEIC, Circles, Conservation Services Group, AGF Financial, Virtual Inc., Exo-S, Sound Physicians and many more attended the Adaptive Insights Adaptive Live 2014 conference in San Francisco, CA.

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Finance Leadership Through Technology – How the Cloud Elevates FP&A

May 6, 2014 / by Ethan Carlson

Top CFOs see themselves as catalysts of enterprise-wide collaboration and seek to empower business units with self-service analysis and predictive "what if" planning capability to anticipate future challenges to success. The status quo of using spreadsheets for financial performance activities is no longer acceptable due to their inherent risks and limitations. Just run a Google search on "spreadsheet errors" and you will read about some of the catastrophic outcomes that companies have experienced due to their reliance of spreadsheets. With[...]

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