News and Events

Carlson Announced as the Winner of Partner Innovation at Adaptive Insights 2015 Worldwide Partner Summit

Feb 4, 2015 7:44:16 AM / by Dave Phillips
Carlson Receives Partner Innovation Award from Adaptive Insights
Carlson Receives Partner Innovation Award
from Adaptive Insights

WOBURN, MA — February 4, 2015 - Carlson Management Consulting, a leading financial solutions and services firm serving a growing list of customers nationwide, today announced it was awarded Partner Innovation by Adaptive Insights, the worldwide leader in cloud corporate performance management (CPM) and business intelligence (BI) for the biggest brands and the hottest companies. The awards recognize outstanding achievement by Adaptive partners around the world in a variety of categories.

“We are excited to be recognized by Adaptive Insights for the innovative Higher Education solution that we’ve developed on their industry-leading platform as well as our track record of implementation success in this space,” stated Ethan Carlson, founder and CEO. “As a three-time award winner, we will continue to invest significantly in our relationship with Adaptive as our partnership provides unparalleled benefits for our customers.”

Adaptive Insights announced its award winners in Dallas, Texas at the company’s annual Worldwide Partner Summit, a gathering of key partners from around the world to share strategies and best practices and to continue to accelerate business opportunities for Adaptive solutions. More than 100 partner companies were represented at the third annual Adaptive Insights Worldwide Partner Summit. Total attendance at the summit is up 23% over last year, and international partners represent over 40% of attendees, more than double the international presence of prior years.

Carlson is part of Adaptive Insights’ leading network of more than 200 worldwide partners serving a customer base of more than 2500 customers in 85 countries.

Carlson has successfully implemented and optimized Adaptive Insights solutions with more than 130 customers throughout the US and Canada. In 2014, Carlson announced vertical solutions powered by Adaptive Insights that address the particular requirements of Higher Education and Manufacturing. These pre-built solutions incorporate budgeting and forecasting best practices, reduce client project staffing requirements, and accelerate time to deployment. Carlson also develops and implements highly innovative custom solutions that meet customers’ unique needs.

“At Adaptive Insights, we are focused on driving success and growth for our customers and partners,” said Carolee Gearhart, Senior Vice President of International Sales and Global Channels at Adaptive Insights. “As we continue to accelerate our worldwide business, our global channel is vital to our growth. We congratulate Carlson as a major contributor in helping us achieve record business results this past year. We are particularly impressed with their initiative in creating industry-specific solutions as well as their commitment to customer success.”

Adaptive’s global partner program’s unique approach to partner engagement is the key to program and partner success. Adaptive’s marketing, sales and professional services teams truly collaborate with partners across a number of activities including demand generation, webinars, regional seminars and workshops, sales opportunities, add-on sales, services and implementation. The result is a mutually beneficial relationship through which both parties achieve business goals.


About Adaptive Insights

Adaptive Insights is the worldwide leader in cloud corporate performance management (CPM) and business intelligence (BI). Via its software as a service (SaaS) platform, the company offers capabilities for budgetingreportingconsolidation, dashboards, and business intelligence that empower finance, sales, and other business leaders with insight to drive true competitive advantage. The Adaptive Suite is sold direct or is available through Adaptive's robust cloud CPM channel ecosystem of 200+ partners, including Accenture, Armanino, Cohn Reznick, Intacct, KPMG, McGladrey, and Plex Systems. NetSuite also offers Adaptive Insights as its NetSuite Financial Planning Module.

More than 2,500 companies in 85 countries use Adaptive Insights. These range from mid-sized companies and nonprofits to large corporations, including AAA, Boston Scientific, CORT, Konica Minolta, NetSuite, Philips, and Siemens. Adaptive Insights is headquartered in Palo Alto, Calif. For more information, visit, read our Adaptive Insights Blog, and follow Adaptive on LinkedInTwitterFacebook, and YouTube.

About Carlson Management Consulting

Carlson Management Consulting (CMC) is an award-winning Cloud solutions and services firm, serving a growing list of customers nationwide. We deliver ‘best in class’ SaaS Corporate Performance Management (CPM), Enterprise Resource Planning (ERP) solutions and value-added consulting services to organizations of all sizes. With deep finance and technology expertise, we help customers gain operational and cost efficiencies by moving critical business processes to the Cloud, while reducing IT overheads. Our highly experienced team employs a proven implementation methodology to optimize key finance activities including forecasting, budgeting, planning, and “what if” scenario analysis. Our customers benefit from improved insight and decision-making by leveraging the value of quality, real-time data for business intelligence and forward-focused planning. As acknowledged thought leaders in finance and technology, we are frequent speakers at industry conferences, seminars and events. For more info, visit and follow us on LinkedIn, Twitter, and Google+.



David Phillips
Marketing Director

You might also like

Subscribe to Email Updates

Subscribe to Email Updates



Follow us on Twitter