Carlson Thought Leadership in Finance & Technology

You Are What Your Customers Say You Are

September 4, 2014 / by Dave Phillips

You can learn a lot about a company by what their customers say about them. At Carlson Management Consulting, you need only look at our mission statement to see that we place the utmost value in customer relationships. Many companies say that but fewer can provide customer references and endorsements from virtually all of them as proof that they take that statement to heart. It’s a point of pride at Carlson to exceed customer expectations and when we receive positive feedback from our customers, it only makes us work harder. This commitment to customer satisfaction and success has proven critical to our own growth over the years. Why is that? Not only are they giving us positive reviews but they are also speaking to their peers and friends and referring them to us. Here’s what a small sampling of our customers have said about Carlson Management Consulting:


“I can’t sJ2-no-whiteay enough about the work Ethan Carlson and his team have done for our firm. The systems they put in place revolutionized the way we run our business, and their day-to-day management of our company’s finances allows me to focus on serving my customers and finding new ones. We have grown over 50% and with their help we have added almost no additional overhead.” Lou LaRocca, President, J2 Interactive 


root-capital-1-line-400-250.jpg“Working with Carlson Management Company definitely improved the return on our investment in Adaptive Insights. By helping us think through the requirements and design of our system up front, CMC improved both the quality and the speed of our implementation.” Brian Woliner, Director of Financial Planning, Root Capital


BabsonLogo160-120“Carlson was particularly instrumental in guiding us through implementation, providing expert and timely knowledge at all stages of the process.” —
Jeff Dubois, Budget Director, Babson College



GMCB-160-120“Carlson delivered on all our budgeting requirements, on time and on budget. They provided expert guidance to make the transition a smooth one for our end users. They are a great business partner and continue to help us get the most out of our Adaptive Insights system." Mike Davis, Director of Health Systems Finance, Green Mountain Care Board


If you are looking to transform budgeting, forecasting, and planning through a combination of finance best practices and Cloud-based corporate performance management, please contact us to schedule a call or demo. We would love to exceed your expectations and earn your endorsement!


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