Carlson Thought Leadership in Finance & Technology

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. 

Read More →

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[...]

Read More →

Adaptive Live 2016: A Recap

May 6, 2016 / by Dave Phillips

Adaptive Live 2016, a Journey to Insights, was held last week and by all accounts was a great success.  Carlson, a Gold Sponsor, sent a large contingent to take in the workshops, meet with our clients, and network with Adaptive customers and staff.  The team flew in on Tuesday and, after the Welcome Reception, enjoyed dinner at a great Italian restaurant with clients.  The restaurant was particularly happy since we had 26 people in our party!

Read More →

Is it Time to Optimize Your Adaptive Insights System?

November 24, 2015 / by Dave Phillips

Has the year-end budget cycle exposed shortcomings in your Adaptive Insights model?  Has your organization evolved since your initial implementation?  Are there additional sheets, reports, or metrics you’d like to incorporate? Are you making the most of all of the new features Adaptive Insights has released?

Read More →

A Halloween Tale: Healthwise Escapes Spreadsheet Hell

October 30, 2015 / by Dave Phillips

“Thanks to Adaptive and Carlson, we no longer have the Annual Budget Model from Nightmare on Excel Street!” stated a euphoric Kelly Richmond, Budget Manager and Financial Analyst from Healthwise, Incorporated, a global non-profit organization dedicated to helping people make better health decisions.

Read More →

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[...]

Read More →
Page 1 of 8

Subscribe to Blog Updates