Carlson Thought Leadership in Finance & Technology

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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Do You Speak the Same Language as Your Budget Owners?

September 23, 2014 / by Ethan Carlson

I recently visited a client in Tokyo which was an interesting and exciting experience.  I have traveled extensively through Asia in the past and have worked abroad in my career, but had never been to Japan.  I was visiting Wacom, the world’s leading manufacturer of pen tablets, interactive pen displays and digital interface solutions.  Before I continue, I would like to express my gratitude to my hosts, Usuda-san, Okino-san, and Hattori-san, who made the trip both memorable and productive.

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Carlson Higher Education CPM Webinar

September 22, 2014 / by Dave Phillips

Please join us for a free Webinar on Thursday, October 23th at 1pm EDT that introduces the new Carlson Higher Education CPM solution. Powered by Adaptive Insights, the #1 Cloud-based CPM software, we will demonstrate how this ready-to-implement solution:

- Addresses the full range of higher education planning and reporting requirements - Incorporates modeling and forecasting best practices - Reduces implementation cost by up to 50% - Minimizes client implementation staffing - Enables phased rollout through modular design - Includes Carlson[...]

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You Are What Your Customers Say You Are

September 4, 2014 / by Dave Phillips

You can learn a lot about a company by what their customers say about them. At Carlson Management Consulting, you need only look at our mission statement to see that we place the utmost value in customer relationships. Many companies say that but fewer can provide customer references and endorsements from virtually all of them as proof that they take that statement to heart. It’s a point of pride at Carlson to exceed customer expectations and when we receive positive feedback from our customers, it only makes us work harder. This commitment to[...]

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Avoid the Budget Season Blues

August 27, 2014 / by Jotham Lane

It's that time of the year known in finance circles as budgeting season. Unfortunately, for many finance teams still using spreadsheets, it can be a time of dread, stress and frayed nerves. Dwight D. Eisenhower famously said "Plans are nothing: planning is everything". That is certainly the case with spreadsheet-based planning as, according to research on the subject, 60% of budgets are already obsolete by the time they are completed. We can chalk that up to the ever-changing nature of business and the rigid nature of spreadsheets. But what if plans[...]

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