Carlson Thought Leadership in Finance & Technology

Thank You to Our Clients, Partners, and Community

December 24, 2019 / by Lauren Strohmeier

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.

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Why We're Thankful for Active Planning, Featuring Adaptive Insights

December 19, 2019 / by Lauren Strohmeier

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.

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5 Tips to Help Your Team Get the Most Out of Adaptive Insights

December 5, 2019 / by Joe Svetz

“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.

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Genevant Uses Adaptive Insights to Drive Greater Visibility into Financial Performance and Ownership of Reporting Process

November 7, 2019 / by Lauren Strohmeier

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.

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Why Workforce Planning Helps People Do Their Best Work

October 24, 2019 / by Lauren Strohmeier

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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Life Sciences Finance Teams Help Scientists Save Lives Through Active Planning

October 3, 2019 / by Lauren Strohmeier

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.

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