Carlson Thought Leadership in Finance & Technology

Transforming Manufacturing Finance with Adaptive Insights

July 17, 2014 / by Kevin O'Brien
According to a recent article by Bill Greiner in Forbes Magazine, manufacturing in the United States has been growing faster than GDP for the past three years, the first time this has happened in 50 years. As American manufacturing makes a resurgence, the industry has the opportunity and resources to invest in technologies and processes that will further sustain competitiveness and profitability.

As a Platinum Partner of Adaptive Insights and having implemented their Cloud-based Corporate Performance Management solution in multi-plant manufacturing[...]

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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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Are you looking at the right metrics to effectively manage your business?

May 19, 2014 / by Ethan Carlson

Virtually all finance departments produce monthly reporting and analysis packages to aid business leaders when making key decisions. The question we have to ask ourselves: Are these reports and metrics creating true value and business insight? Are we looking at the right metrics or is it all just useless data? To address this we will look to an unlikely source but as the Grateful Dead’s song Scarlet Begonias states: “Once in a while you get shown the light in the strangest of places if you look at it right”

It's no secret that Marketing and Finance[...]

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Finance Leadership Through Technology – How the Cloud Elevates FP&A

May 6, 2014 / by Ethan Carlson

Top CFOs see themselves as catalysts of enterprise-wide collaboration and seek to empower business units with self-service analysis and predictive "what if" planning capability to anticipate future challenges to success. The status quo of using spreadsheets for financial performance activities is no longer acceptable due to their inherent risks and limitations. Just run a Google search on "spreadsheet errors" and you will read about some of the catastrophic outcomes that companies have experienced due to their reliance of spreadsheets. With[...]

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