At Carlson Management Consulting, one of best practice mindsets that we instill with our clients is that your plans should always be up to date. According to a study by our partner Adaptive Insights, the leading Business Planning Cloud solution, 64% of annual forecasts are obsolete after 4 to 6 months. In our experience with new clients, we have found that most of their forecasts are already out of date by the time they are approved. If this is an issue with your company, there is an easy way to achieve the goal of accurate forecasts. The solution is[...]
Carlson Thought Leadership in Finance & Technology
The Revenue Cycle is a hot button issue with companies, particularly those with more complex quote to cash processes like SaaS and Professional Services companies. One of the challenges is that data resides in multiple systems and needs to be aggregated in centralized financial solution to gain a full picture of the value of an account over time.
Our 2nd Annual Cloudfest event, sponsored by Adaptive Insights, Sage Intacct and Carlson Management Consulting, is coming up on November 8th and we are super excited. Last year’s event will be tough to beat but we think we may have outdone ourselves. This year we really want to knock it out of the park so what better place to host than Fenway Park! We’ve put together a short list of reasons you should attend:
There is an increasing need for organizations to streamline their expense management and focus on cost-savings. Leading organizations are leveraging systems, solutions and technology to keep their infrastructure lean while delivering rich programs with seamless Intacct integrations.
If your organization is in the process of selecting Adaptive Insights as its corporate performance management (CPM) solution of choice, there is a good chance that you will use one of their many partners for the implementation. After all, partners who specialize in implementing Adaptive Insights bring a lot of “best practices” knowledge and experience to the table. The right partner can be critical to a successful project and help drive FP&A transformation in your finance organization. However, not all partners are created equal so it pays to do[...]
Is your Adaptive Insights system designed and utilized to fully capitalize on the potential of Active Planning? The concept of Active Planning boils down to finance taking a leadership role in driving integrated business planning processes that are collaborative, comprehensive and continuous. This requires extending the ease-of-use, power and performance of Adaptive Insights out to all financial and non-financial stakeholders.