Carlson Thought Leadership in Finance & Technology

6 Tips for a Successful Cloud CPM Evaluation

April 14, 2015 / by Ethan Carlson

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[...]

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Rethinking Performance Management: Key Takeaways from an Executive Panel

March 18, 2015 / by Ethan Carlson

I had the pleasure this morning of moderating a panel discussion on the topic of Rethinking Performance Management. The event was hosted by the CFO Leadership Council as part of their monthly meeting of finance executives. Based on today’s large attendance numbers, the topic of performance management is clearly top of mind for many CFOs. The three other panel members came from diverse backgrounds and included a CFO, a CEO and an HR leader.

I would like to share some of the key topics and themes we explored during our discussion and Q&A with the[...]

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Ethan Carlson's 4 Priorities for Cloud Adoption from CFO Rising East

March 13, 2015 / by Dave Phillips

Are you considering moving budgeting, forecasting and other key finance functions to the Cloud?  If so, you will want to watch this video taken on Day 2 at the CFO Rising East Summit.  Ethan discusses 4 priorities and some helpful advice you should keep in mind as you begin to evaluate vendors and solutions.

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Adaptive Planning Tip - Lining up the Budget by Vendor

December 18, 2014 / by Aude Stewart

 As a consultant working with clients to transform their budgeting process, I put a priority on structuring budgets, plans, forecasts, and reports in ways that are more meaningful and provide better analysis with the appropriate level of granularity.

During a current implementation project of Adaptive Planning with Cetylite, a pharmaceutical manufacturer based in New Jersey, I was tasked with lining up the budget by vendor, which is at a lower level than the general ledger account. This approach would provide better expense management and reporting.

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Building a World Class FP&A Team

November 19, 2014 / by Jotham Lane
Now that budget season is over, it's time to reflect on the effort taken to complete the task and to challenge the status quo. For many financial planning and analysis (FP&A) professionals, it can be a grueling and rote activity as described in my previous blog post, Avoid the Budget Season Blues.  If your company still has a spreadsheet-based budgeting process, your FP&A team likely spent a lot of time on the following:
  • reconciling data to prior period reports such as P&L by cost center
  • keying in or copying/pasting data for analysis
  • writing[...]
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Corporate Performance Management Systems Selection

November 12, 2014 / by Dallas Moody

You have gone through another painful budget cycle and made the decision that spreadsheets just aren’t cutting it. It’s probably a realization you made a long time ago but now you are ready to evaluate new options. You put in a lot of effort but recognize your 2015 budget is already bordering on obsolescence, and it’s still only Q4, 2014. Now there’s more time and effort to update it again plus you are being asked to create more reports. Wouldn’t it be great to focus on more value-added strategic financial planning? After all, that would be a much[...]

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