Carlson Thought Leadership in Finance & Technology

5 Reasons to Attend Cloudfest ‘17 at Fenway Park

October 12, 2017 / by Dave Phillips

Our 2nd Annual Cloudfest event, sponsored by Adaptive Insights, Sage Intacct and Carlson Management Consulting, is coming up on November 8th and we are super excited.    Last year’s event will be tough to beat but we think we may have outdone ourselves.  This year we really want to knock it out of the park so what better place to host than Fenway Park!  We’ve put together a short list of reasons you should attend:

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Q&A with Carlson’s Joe Giorgio on Better Time and Expense Management with Nexonia

October 3, 2017 / by Dave Phillips

There is an increasing need for organizations to streamline their expense management and focus on cost-savings.  Leading organizations are leveraging systems, solutions and technology to keep their infrastructure lean while delivering rich programs with seamless Intacct integrations.

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7 “Whys” You Should Automate Your Expense Report Process

September 20, 2017 / by Nexonia

Excel-based expense reports are often still the norm for many organizations and are a major pain point for employees from finance to the sales teams.  Without an automated system to control expenses, you have little or no ability to actively manage company spend.  It’s difficult to ensure that spending decisions remain within budget and are in compliance with company policies. So why are so many companies still using manual, paper-based processes to deal with employee expenses? And how can organizations leverage technology to eliminate inefficient[...]

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Charter Schools: Get Financially Proactive with Sage Intacct

September 12, 2017 / by Dawn Campbell

Is your charter school financially proactive or reactive?  Independent charter schools are growing at a rapid pace and many experience the accounting and budgeting challenges commonly associated with start-up businesses.  When they commence operations, they sometimes implement systems that don’t scale well or provide the modules necessary for certain transactional tasks.  Over time, they may have opened new campuses or a location in another state to provide services to a broader set of students.  They also face regulatory issues with regards to[...]

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How to Reduce Surprise Expenses with Sage Intacct

August 30, 2017 / by Joe Giorgio

Does your accounting department have trouble with surprise expenses? Do these expenses arise at year end, when you have the least amount of time and budget to manage them? Most organizations that have approval processes in place for large purchases, including those that require Purchase Orders, encounter this perennial problem. Timing issues aside, perhaps there are several people approving Purchase Requests for the same budget center or maybe the manager is overwhelmed with such a high volume of requests that she or he cannot remember all of the[...]

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Adaptive Insights and Higher Education: Adding Flexibility and Collaboration to the Budgeting Process

August 10, 2017 / by John McGrath

At Carlson Management Consulting, we have implemented the Adaptive Insights Suite for many higher education institutions, both non-profit and for-profit.  Finance teams in higher education deal with several unique challenges for budgeting, forecasting, and planning.  Revenue and expense lines including enrollment, financial aid, endowments and grants add complexity to financial planning and analysis.  Non-profit institutions track unrestricted, temporary and permanent funds that require alternate reporting to provide multiple views of their financial[...]

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