Carlson Thought Leadership in Finance & Technology

Carlson Launches New Cloud Integration Solution; Saving Adaptive Insights Users Days of Effort and Providing Unified Data

September 24, 2015 / by Dave Phillips

DATABLEND BRINGS NEW CAPABILITIES TO ADAPTIVE INSIGHTS USERS

WOBURN MA, Sept 24, 2015Carlson 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[...]

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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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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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The Value of Carlson Premium Support

November 5, 2014 / by Dave Phillips

Here’s the scenario: You and your team implemented Adaptive Insights to replace your inefficient spreadsheet-based budgeting and planning process a while back and, by all measure, it was considered it a success.  You rightfully patted yourselves on the back and then got back to business.  Initially, most of the finance team happily used it as they had the support of an internal “superuser”, who was the go-to person for questions, data uploads, and model updates.  Then that high-value individual moved to a different part of the business or left the[...]

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Carlson Launches Manufacturing CPM Solution

October 29, 2014 / by Dave Phillips

Carlson Manufacturing CPM, powered by Adaptive Insights, is a ready-to-implement Cloud solution that gives manufacturers the ability to align budgets with strategy, standardize and optimize finance practices, improve collaboration, and plan for long-term success.

The Carlson Manufacturing Corporate Performance Management Solutions offers the following benefits:
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