Carlson Thought Leadership in Finance & Technology

Adaptive Insights Enhances Program Reporting and Saves Time During Monthly Close Cycle

August 27, 2018 / by Lauren Strohmeier

Bethany Cavanagh, Executive Director of FP&A at CRISPR Therapeutics, shares how Adaptive Insights gives the organization enhanced capabilities in program reporting and saved time during their monthly close cycle.

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Adaptive Insights Improves Collaboration Between FP&A Team and Key Company Stakeholders

August 20, 2018 / by Lauren Strohmeier

Maryanne Petry, Vice President of Finance at Duck Creek Technologies, shares how Adaptive Insights cuts time from days to minutes for budget changes and improves collaboration between the FP&A team and key company stakeholders.

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How Colleges Can Create Enrollment Strategies That Lead to Better Financial Outcomes

August 16, 2018 / by John McGrath

Higher education institutions are creating strategies that provide exceptional experiences for students while reducing their ever-increasing operational costs. To increase student enrollment, many colleges have evolved from learning facilities into all-inclusive resorts. Long gone are the days where you would enter a dining facility to wait in a buffet line for a lukewarm burger and overdone pasta. Colleges and their dining services are now employing top chefs to serve gourmet dishes.

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How to Supercharge Your Sales Team with Adaptive Insights for Sales

August 15, 2018 / by Lauren Strohmeier

It’s an exciting day on the sales floor. As a manager, you are leading and motivating a team while striving to meet quotas. To create accountability, you have allotted time each week to cold calling. You hear focused conversations, as your team members place calls to sell your products and services. You glance at the whiteboard on the wall, which shows who brought in leads and deals. You wonder: Will the team meet its quota?

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Best Practices in Financial Forecasting

July 31, 2018 / by Lauren Strohmeier

Leading with vision calls for foresight and focus. Having a sense of direction is key to attaining goals. When you know what’s likely ahead, you can set realistic benchmarks that lead to your desired reality.

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