Carlson Thought Leadership in Finance & Technology

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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Selecting an Adaptive Insights Implementation Partner

August 1, 2017 / by Dave Phillips

If your organization is in the process of selecting Adaptive Insights as its corporate performance management (CPM) solution of choice, there is a good chance that you will use one of their many partners for the implementation.  After all, partners who specialize in implementing Adaptive Insights bring a lot of “best practices” knowledge and experience to the table.  The right partner can be critical to a successful project and help drive FP&A transformation in your finance organization.  However, not all partners are created equal so it pays to do[...]

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Time to Optimize Adaptive Insights for Active Planning?

February 2, 2017 / by Dave Phillips

Is your Adaptive Insights system designed and utilized to fully capitalize on the potential of Active Planning?  The concept of Active Planning boils down to finance taking a leadership role in driving integrated business planning processes that are collaborative, comprehensive and continuous.  This requires extending the ease-of-use, power and performance of Adaptive Insights out to all financial and non-financial stakeholders. 

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