Has the year-end budget cycle exposed shortcomings in your Adaptive Insights model? Has your organization evolved since your initial implementation? Are there additional sheets, reports, or metrics you’d like to incorporate? Are you making the most of all of the new features Adaptive Insights has released?
Carlson Thought Leadership in Finance & Technology
“Thanks to Adaptive and Carlson, we no longer have the Annual Budget Model from Nightmare on Excel Street!” stated a euphoric Kelly Richmond, Budget Manager and Financial Analyst from Healthwise, Incorporated, a global non-profit organization dedicated to helping people make better health decisions.
I’m in London on a whirlwind business trip this week visiting clients, partners and attending the Adaptive Insights Roadshow. Earlier in my career, I worked in London so I have a strong attachment to this city. If you have ever navigated London using the Underground, you know that whenever the train doors open and close, there is an automated announcement to “Mind the Gap”. This iconic message is a fitting metaphor for the information gap that exists in most of the reporting packages that form the core of decision-making. Most of the reports that our[...]
DATABLEND BRINGS NEW CAPABILITIES TO ADAPTIVE INSIGHTS USERS
WOBURN MA, Sept 24, 2015 – Carlson Management Consulting, the cloud financial solutions experts, today announces the launch of its new DataBlend cloud integration solution. DataBlend makes it easy to seamlessly bring data from external systems into Adaptive Insights, the #1 cloud Corporate Performance solution. With DataBlend’s unique capabilities, business users can create static versions in Adaptive with the click of a button, transfer data across versions easily, and replace slow[...]
Ethan Carlson, CEO and Founder of Carlson Management Consulting, recently joined a panel of finance leaders to discuss the Art of Forecasting. This virtual event, hosted and moderated by Adaptive Insights, examined how experienced finance professionals develop world class forecasting processes within their organizations and client base. Discussion topics included forecasting challenges, building flexibility with rolling forecasts and scenarios, modeling for growth and more.
Are you considering replacing your legacy on-premise budgeting system for a cloud corporate performance management solution? If so, you are in good company as a recent Adaptive Insights survey of 300 finance professionals indicated that 86% want to leave their legacy system behind. Once you’ve made the decision to start looking around, the system evaluation sets the stage for a successful project and long-term benefits to the organization. However, there are several points you should take note of to ensure a thorough evaluation. In this post, we will[...]