Carlson Thought Leadership in Finance & Technology

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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Carlson Launches Manufacturing CPM Solution

October 29, 2014 / by Dave Phillips

Carlson Manufacturing CPM, powered by Adaptive Insights, is a ready-to-implement Cloud solution that gives manufacturers the ability to align budgets with strategy, standardize and optimize finance practices, improve collaboration, and plan for long-term success.

The Carlson Manufacturing Corporate Performance Management Solutions offers the following benefits:
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Keys to a Successful Adaptive Insights Implementation

October 14, 2014 / by Chris Pinto

 As an award-winning Adaptive Insights Platinum Partner with more than 175 corporate performance management (CPM) solution implementations in place, we are often asked about the key steps that ensure successful projects.  Indeed, we have gained the reputation as being the “go to” firm for the most complex implementations so we’ve accrued quite a bit of knowledge and experience in that area.

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Interview with Becky Blackler, Executive Director of the CFO RoundTable

October 2, 2014 / by Dave Phillips

I recently attended a CFO RoundTable event at Bentley University in Waltham, Massachusetts. I had heard positive reviews about the organization so when Ethan Carlson, CEO of Carlson Management Consulting, asked me to take his place due to a business trip abroad, I jumped at the chance. I was very impressed with the well-attended event. The keynote presentation was provided by Bob Bixby of the Concord Coalition, who spoke in a sobering yet often humorous manner about the growing debt crisis in the country. I also had the opportunity to meet Becky[...]

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