Carlson Thought Leadership in Finance & Technology

Keys to a Successful Adaptive Insights Implementation

October 14, 2014 / by Chris Pinto

 As an award-winning Adaptive Insights Platinum Partner with more than 175 corporate performance management (CPM) solution implementations in place, we are often asked about the key steps that ensure successful projects.  Indeed, we have gained the reputation as being the “go to” firm for the most complex implementations so we’ve accrued quite a bit of knowledge and experience in that area.

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Avoid the Budget Season Blues

August 27, 2014 / by Jotham Lane

It's that time of the year known in finance circles as budgeting season. Unfortunately, for many finance teams still using spreadsheets, it can be a time of dread, stress and frayed nerves. Dwight D. Eisenhower famously said "Plans are nothing: planning is everything". That is certainly the case with spreadsheet-based planning as, according to research on the subject, 60% of budgets are already obsolete by the time they are completed. We can chalk that up to the ever-changing nature of business and the rigid nature of spreadsheets. But what if plans[...]

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Insights from Jack Sweeney, Founder of CFO Thought Leader and Middle-Market Executive

July 31, 2014 / by Dave Phillips

I had the opportunity to speak with Jack Sweeney, founder and co-host of CFO Thought Leader and Middle-Market Executive, to get some insights about the role of CFOs in the middle-market and the challenges they face.  Jack has many years of experience covering the field of finance, having held senior editorial positions at the CFO Alliance and Business Finance magazine.

Dave Phillips:  Hi Jack, when we met a while back you had recently launched your online publication, Middle-Market Executive. Can you tell us about Middle-Market Executive and how the[...]

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Venture Capital: Accelerating Growth and Financial Performance of Portfolio Companies

July 22, 2014 / by Ethan Carlson

Shikhar Gosh, a senior lecturer at Harvard University, reported in late 2012 that up to 75% of venture-backed companies never return cash to their investors. While most venture capital firms accept significant risks in return for the potential of even more significant payouts, there are ways to effectively mitigate those risks. Carlson Management Consulting offers an innovative and cost-effective Accelerated Growth package that delivers the prospect of a much greater success rate. It also enables VC firms to offer additional value to their[...]

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Transforming Manufacturing Finance with Adaptive Insights

July 17, 2014 / by Kevin O'Brien
According to a recent article by Bill Greiner in Forbes Magazine, manufacturing in the United States has been growing faster than GDP for the past three years, the first time this has happened in 50 years. As American manufacturing makes a resurgence, the industry has the opportunity and resources to invest in technologies and processes that will further sustain competitiveness and profitability.

As a Platinum Partner of Adaptive Insights and having implemented their Cloud-based Corporate Performance Management solution in multi-plant manufacturing[...]

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University Budgeting, Forecasting and Planning with Adaptive Insights

July 10, 2014 / by Dave Phillips

Institutions of higher education have long experienced the challenges and complexities of budgeting, forecasting, and planning.  The many revenue and expense lines including enrollment, financial aid, endowments and grants make effective financial planning and analysis a daunting task.  Universities may have to track unrestricted, temporary and permanent funds that will require alternate reporting to provide multiple views of their financial statements.  Larger universities may have multiple campuses, scores of departments, and hundreds of business[...]

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