Carlson Thought Leadership in Finance & Technology

Joe Svetz

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5 Tips to Help Your Team Get the Most Out of Adaptive Insights

December 5, 2019 / by Joe Svetz

“I thought I’d never give up my Excel model!” It’s a refrain we often hear from clients when working closely with them on their Adaptive Insights implementations. When users gain competency with their systems, they recognize they can complete their work more quickly, accurately, and enjoyably. They arrive at that “aha” moment where they realize that while spreadsheets are appropriate for some ad hoc planning tasks, they are not the best for agile, collaborative, and active planning.

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