Carlson Thought Leadership in Finance & Technology

How Sage Intacct Gives Businesses the Full Financial Picture

March 21, 2018 / by Sarrah McNall

Sarrah McNall, Operations Analyst at Carlson, explores the advantages of using Sage Intacct rather than QuickBooks.  With more robust and user-friendly financial controls, Sage Intacct empowers multi-entity businesses to get the full financial picture.  For more information, please visit: Sage Intacct: Best in-class ERP software.

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Three Reasons for Moving from QuickBooks to Sage Intacct

January 11, 2018 / by Kevin O'Brien

QuickBooks is one of the most popular General Ledger (G/L) systems for the small enterprise.  However, as a company grows, it begins to experience the limitations of the application.  At Carlson, our customers have cited the following issues they have faced as they’ve outgrown QuickBooks:

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Per Unit Planning: A Key Financial Planning and Analysis Exercise

February 22, 2016 / by Jotham Lane
A financial plan with at minimum a balance sheet, income statement and cash flow forecast is critical to managing and guiding a business.  In order for the plan to be relevant, it needs to offer up clear information that stakeholders in the organization can act upon.  A good financial plan also forms the foundation from which additional models and analyses can be developed in order to manage performance along business lines and departments.

Per unit planning is a key exercise that can help businesses formulate a realistic sales plan

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Mind the Your Monthly Reporting

October 8, 2015 / by Ethan Carlson

I’m in London on a whirlwind business trip this week visiting clients, partners and attending the Adaptive Insights Roadshow. Earlier in my career, I worked in London so I have a strong attachment to this city. If you have ever navigated London using the Underground, you know that whenever the train doors open and close, there is an automated announcement to “Mind the Gap”. This iconic message is a fitting metaphor for the information gap that exists in most of the reporting packages that form the core of decision-making. Most of the reports that our[...]

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Carlson Launches New Cloud Integration Solution; Saving Adaptive Insights Users Days of Effort and Providing Unified Data

September 24, 2015 / by Dave Phillips


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[...]

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6 Tips for a Successful Cloud CPM Evaluation

April 14, 2015 / by Ethan Carlson

Are you considering replacing your legacy on-premise budgeting system for a cloud corporate performance management solution? If so, you are in good company as a recent Adaptive Insights survey of 300 finance professionals indicated that 86% want to leave their legacy system behind. Once you’ve made the decision to start looking around, the system evaluation sets the stage for a successful project and long-term benefits to the organization. However, there are several points you should take note of to ensure a thorough evaluation. In this post, we will[...]

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