Carlson Thought Leadership in Finance & Technology

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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Transforming Finance: Interview with WGBH's Maureen Henehan

August 17, 2015 / by Dave Phillips

I recently had an opportunity to connect with Maureen Henehan, Director of Program Management and Process Improvement at WGBH, to ask about her experience as a finance leader and the role of Adaptive Insights in transforming finance in her organization.  WGBH Boston, a Carlson customer, is America’s preeminent public broadcaster and the largest producer of PBS content for TV and the Web. Television channels include WGBH 2, WGBX 44, and the digital channels World and Create. WGBH Radio serves listeners across New England with 89.7 WGBH, Boston’s Local[...]

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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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Four KPIs of High Performing Finance Teams

July 16, 2015 / by Ethan Carlson

Key performance indicators (KPIs) are well known within business as a means to distill down the number of variables that move the dial within an organization. But rather than discuss the particular KPIs that a finance team should track, let us apply the concept to measure the more qualitative characteristics of a high performing finance function. While not all-inclusive, here are four KPIs that you can use to gauge your own finance organization’s performance:

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6 Tips for a Successful Cloud CPM Evaluation

April 14, 2015 / by Ethan Carlson

Are you considering replacing your legacy on-premise budgeting system for a cloud corporate performance management solution? If so, you are in good company as a recent Adaptive Insights survey of 300 finance professionals indicated that 86% want to leave their legacy system behind. Once you’ve made the decision to start looking around, the system evaluation sets the stage for a successful project and long-term benefits to the organization. However, there are several points you should take note of to ensure a thorough evaluation. In this post, we will[...]

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Rethinking Performance Management: Key Takeaways from an Executive Panel

March 18, 2015 / by Ethan Carlson

I had the pleasure this morning of moderating a panel discussion on the topic of Rethinking Performance Management. The event was hosted by the CFO Leadership Council as part of their monthly meeting of finance executives. Based on today’s large attendance numbers, the topic of performance management is clearly top of mind for many CFOs. The three other panel members came from diverse backgrounds and included a CFO, a CEO and an HR leader.

I would like to share some of the key topics and themes we explored during our discussion and Q&A with the[...]

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