“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.
Carlson Thought Leadership in Finance & Technology
Our team enjoyed the week of October 21st, 2019 at the Sage Intacct Advantage conference, designed exclusively for Sage Intacct customers and partners, to learn about industry trends and discover new capabilities. As we met with customers, consultants, and partners during the educational breakout sessions, we gained actionable insights.
Annie Wang, FP&A Manager at Genevant, shares how Adaptive Insights’ flexibility and Carlson’s responsive service help her team drive greater visibility into financial performance and ownership of the reporting process.
As you look to the future, what does it look like? When you act with purpose, you build your future. By planning for what’s next, your actions today shape your experiences tomorrow.
When scientists in the life sciences innovate, they make discoveries that lead to healthier lives around the world. Their work at leading pharmaceutical, biotechnology, and medical device organizations makes it possible for the healthcare industry to deliver life-saving solutions.
Teddy Collins, Director of Corporate Finance & Investor Relations at SeatGeek, shares how his team uses Adaptive Insights, with Carlson’s services and best practices guidance, to accelerate their budget cycle and create collaborative processes that help them grow.