“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.
When scientists in the life sciences innovate, they make discoveries that lead to healthier lives around the world. Their work at leading pharmaceutical, biotechnology, and medical device organizations makes it possible for the healthcare industry to deliver life-saving solutions.
Teddy Collins, Director of Corporate Finance & Investor Relations at SeatGeek, shares how his team uses Adaptive Insights, with Carlson’s services and best practices guidance, to accelerate their budget cycle and create collaborative processes that help them grow.
From the automobile to Apollo 11 and other transformative innovations, the world’s great discoveries and achievements were set in motion through a sequence of actions. What are the elements of progress? In the highly-acclaimed book, Plan to Win: Achieving business agility in the age of urgency, you explore the way humans make their aspirations happen through active planning.
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