Carlson Thought Leadership in Finance & Technology

Ethan Carlson's 4 Priorities for Cloud Adoption from CFO Rising East

March 13, 2015 / by Dave Phillips

Are you considering moving budgeting, forecasting and other key finance functions to the Cloud?  If so, you will want to watch this video taken on Day 2 at the CFO Rising East Summit.  Ethan discusses 4 priorities and some helpful advice you should keep in mind as you begin to evaluate vendors and solutions.

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Adaptive Planning Tip - Lining up the Budget by Vendor

December 18, 2014 / by Aude Stewart

 As a consultant working with clients to transform their budgeting process, I put a priority on structuring budgets, plans, forecasts, and reports in ways that are more meaningful and provide better analysis with the appropriate level of granularity.

During a current implementation project of Adaptive Planning with Cetylite, a pharmaceutical manufacturer based in New Jersey, I was tasked with lining up the budget by vendor, which is at a lower level than the general ledger account. This approach would provide better expense management and reporting.

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Building a World Class FP&A Team

November 19, 2014 / by Jotham Lane
Now that budget season is over, it's time to reflect on the effort taken to complete the task and to challenge the status quo. For many financial planning and analysis (FP&A) professionals, it can be a grueling and rote activity as described in my previous blog post, Avoid the Budget Season Blues.  If your company still has a spreadsheet-based budgeting process, your FP&A team likely spent a lot of time on the following:
  • reconciling data to prior period reports such as P&L by cost center
  • keying in or copying/pasting data for analysis
  • writing[...]
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Corporate Performance Management Systems Selection

November 12, 2014 / by Dallas Moody

You have gone through another painful budget cycle and made the decision that spreadsheets just aren’t cutting it. It’s probably a realization you made a long time ago but now you are ready to evaluate new options. You put in a lot of effort but recognize your 2015 budget is already bordering on obsolescence, and it’s still only Q4, 2014. Now there’s more time and effort to update it again plus you are being asked to create more reports. Wouldn’t it be great to focus on more value-added strategic financial planning? After all, that would be a much[...]

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The Value of Carlson Premium Support

November 5, 2014 / by Dave Phillips

Here’s the scenario: You and your team implemented Adaptive Insights to replace your inefficient spreadsheet-based budgeting and planning process a while back and, by all measure, it was considered it a success.  You rightfully patted yourselves on the back and then got back to business.  Initially, most of the finance team happily used it as they had the support of an internal “superuser”, who was the go-to person for questions, data uploads, and model updates.  Then that high-value individual moved to a different part of the business or left the[...]

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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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