Carlson Thought Leadership in Finance & Technology

The Integrated Revenue Cycle

October 31, 2017 / by Dave Phillips

The Revenue Cycle is a hot button issue with companies, particularly those with more complex quote to cash processes like SaaS and Professional Services companies.  One of the challenges is that data resides in multiple systems and needs to be aggregated in centralized financial solution to gain a full picture of the value of an account over time. 

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5 Reasons to Attend Cloudfest ‘17 at Fenway Park

October 12, 2017 / by Dave Phillips

Our 2nd Annual Cloudfest event, sponsored by Adaptive Insights, Sage Intacct and Carlson Management Consulting, is coming up on November 8th and we are super excited.    Last year’s event will be tough to beat but we think we may have outdone ourselves.  This year we really want to knock it out of the park so what better place to host than Fenway Park!  We’ve put together a short list of reasons you should attend:

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Q&A with Carlson’s Joe Giorgio on Better Time and Expense Management with Nexonia

October 3, 2017 / by Dave Phillips

There is an increasing need for organizations to streamline their expense management and focus on cost-savings.  Leading organizations are leveraging systems, solutions and technology to keep their infrastructure lean while delivering rich programs with seamless Intacct integrations.

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7 “Whys” You Should Automate Your Expense Report Process

September 20, 2017 / by Nexonia

Excel-based expense reports are often still the norm for many organizations and are a major pain point for employees from finance to the sales teams.  Without an automated system to control expenses, you have little or no ability to actively manage company spend.  It’s difficult to ensure that spending decisions remain within budget and are in compliance with company policies. So why are so many companies still using manual, paper-based processes to deal with employee expenses? And how can organizations leverage technology to eliminate inefficient[...]

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Intacct: Key Reasons to Implement Best in Class Cloud ERP

January 19, 2017 / by Dave Phillips

As an Intacct partner, we are often asked by our existing customers what the benefits are for moving away from Quickbooks or their legacy ERP system to Intacct.  In most cases, these customers are feeling the limitations of their current systems; complexity for the end user, lack of multi-entity capability and cost of upgrades and customizations.  In some cases, they have implemented cloud financial systems like Adaptive Insights or BlackLine and are considering going “all-in” on the cloud. 

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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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