Carlson Thought Leadership in Finance & Technology

University Budgeting, Forecasting and Planning with Adaptive Insights

July 10, 2014 / by Dave Phillips

Institutions of higher education have long experienced the challenges and complexities of budgeting, forecasting, and planning.  The many revenue and expense lines including enrollment, financial aid, endowments and grants make effective financial planning and analysis a daunting task.  Universities may have to track unrestricted, temporary and permanent funds that will require alternate reporting to provide multiple views of their financial statements.  Larger universities may have multiple campuses, scores of departments, and hundreds of business[...]

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Kevin O'Brien Joins Carlson Management Consulting to Lead Central Region CPM Team

July 1, 2014 / by Dave Phillips
Kevin O'Brien, Vice-President CMC

Woburn, MA and Waterbury, VT - July 1, 2014 - Carlson Management Consulting (CMC), a leading Cloud solutions and services provider with a growing list of clients nationwide, has announced that Kevin O'Brien has joined CMC to further drive growth of its corporate performance management solutions and services line of business. Kevin comes to CMC from Revolution Group where he was the Adaptive Insights Practice Manager.

"We are very excited to welcome Kevin to the Carlson Management Consulting team," states Ethan[...]

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Bentley University Selects Carlson Management Consulting for Budgeting and Forecasting System Implementation

June 19, 2014 / by Dave Phillips

Woburn, MA and Waterbury, VT - June 19, 2014 - Carlson Management Consulting (CMC), a leading Cloud solutions and services provider with a growing list of clients nationwide, has been selected by Bentley University to implement Adaptive Insights' corporate performance management solution and assist with enhancing the university's reporting and strategic planning capabilities.

"We are very excited to be working with Bentley University on this important project. We are looking forward to leveraging our experience as the leading Adaptive Insights[...]

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The Benefits of Rolling Forecasts

June 11, 2014 / by Dave Phillips

A study by Adaptive Insights, the leading Cloud corporate performance management solution provider and Carlson Management Consulting partner, shows that 64% of annual forecast targets are obsolete after 4 to 6 months. Indeed, in our experience with clients, we have found that most of their forecasts are already out of date by the time they are completed. This is a surprising finding that has serious implications for most businesses. At Carlson, one of our guiding principles is that your plans should NEVER be out of date. Easier said than done, you[...]

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Adaptive Insights for Higher Education

May 30, 2014 / by Josh Ladd
At this year's Adaptive Live event, I attended a session entitled Education: Adaptive Best Practices. A panel of three Adaptive Insight's customers representing their respective institutions shared their experiences with the group. They related how smoothly their implementations went and enjoyed the fact they did not have to commit significant resources to the project. There was a general consensus that they felt well-connected with their implementation teams even though projects were managed remotely. Weekly meetings were key in facilitating open[...]
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Adaptive Live 14 Highlights

May 27, 2014 / by Ethan Carlson

If you attended the Adaptive Insights conference, Adaptive Live (#ALive14), I think you would agree that it was an impressive and energizing event. For those like myself that have been working with Adaptive since the early days, this year's conference really felt like a whole new ballgame. With nearly 1,000 attendees, double the previous year's participation, Adaptive's key event has officially moved beyond a user group meeting and is now a fully-fledged conference. If you missed the event, don’t make the same mistake again. Here is a recap of some[...]

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