Happy Holidays! We wish you a joyous holiday season filled with fun. As we celebrate all that’s important to us, we would like to share our appreciation. From the Carlson team, thank you to our clients, partners, and community. Your support and dedication help us make it happen.
Carlson Thought Leadership in Finance & Technology
As the holiday season arrives, we reflect upon why we’re thankful for active planning. We’re inspired by the wonderful difference it makes in people’s lives – in the workplace and beyond. Active planning creates new opportunities for work and play.
You and your team are looking for a new ERP software solution. What are effective ways to finding a solution that meets your business requirements? These steps will help your decision-making process and inform on which option is right for you.
“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.
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.