The Coronavirus has certainly disrupted most companies’ operations, and many are considering how to continue with their financial solution deployment projects. In all likelihood, the challenges that led to the desire to move away from the current solution (e.g. spreadsheets) in place are now exacerbated even more.
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.
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.
“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.
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.
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