Is it Time to Optimize Your Adaptive Insights System?

Adaptive-Insights-Platinum-Partner_03Has 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 Management Consulting, a Certified Adaptive Platinum Partner and 4 time award-winner, offers an Adaptive Insights Optimization service. This service is designed to help existing Adaptive Insights customers get the full value out of their system. We have helped numerous clients review and revise their models to better fit their business and reporting requirements.

Our Optimization Service includes the following:

  • Review of your current model
  • Discussion of business processes and pain points
  • Review of current model vs. best practices
  • Review of current reporting requirements, identification of report design and format improvements
  • Written documentation of findings and presentation of recommended system improvements
  • Deployment of recommended changes and improvements to your Adaptive model and reporting (optional)
  • Training on new features within Adaptive Insights’ most recent releases (optional)

Our Optimization Service is tailored to fit your needs but typically entails as little as 25 hours over the course of 2-4 weeks.  Clients receive a separate proposal to implement recommendations and receive training.

Want to start 2016 with an Adaptive Insights system that truly meets your needs? Fill out the contact form to discuss your challenges and learn more about this cost-effective, high value service.

Integrate Adaptive Insights with QuickBooks: DataBlend Year-End Special

datablend-oval-and-typemark-solid_03Carlson Management Consulting, the Adaptive Insights 2014 Innovation Partner award-winner, is offering a Year End Special for Adaptive Insights customers using Quickbooks.  Using DataBlend, our proprietary cloud integration platform, we will integrate your Quickbooks Desktop or Quickbooks Online system with Adaptive Insights. With DataBend, you will eliminate manual imports and free up time for more value-added activities.  You can have your systems integrated for as lttle as $1999.  The Year End Special includes DataBlend setup, web-based user training and a 1 year subscription for one licensed user.

DataBlend is a cost-effective SaaS solution that integrates data from general ledger (GL), customer relationship management (CRM), professional services automation (PSA) and other systems into Adaptive Insights for improved reporting and a holistic view of business performance.  Pre-built integrations currently include Adaptive Insights, NetSuite ERP, NetSuite OpenAir, Salesforce.com, Intacct, Quickbooks Online, Quickbooks Desktop and others. DataBlend provides unique features that unlock new and existing capabilities of the Adaptive Insights API. With DataBlend, business users can import, export, and transform data into a variety of formats in minutes rather than hours.

Over twenty Carlson customers have already experienced the benefits of DataBlend, which implements quickly to deliver impressive results. “Using DataBlend, we got our Quickbooks integration to Adaptive up and running in just 4 hours, fully tested. Carlson even demoed with our real data on the first call and had a working integration before we wrapped up!” stated Jenna McPhail, Chief Financial Officer at Rave Mobility Safety.

For more information about the DataBlend Promotion, please email datablend@carlsonmc.com.  This special offer ends 12/31/2015.

Webinar: Accelerating Your Finance Growth Engine

CFOTL webinar: Accelerating Your Growth Engine

We invite you to attend the upcoming CFO Thought Leader webinar: Accelerating Your Finance Growth Engine: How to Identify, Prime, and Execute Your Growth Triggers Inside the Finance Function.

Join us when Vince Burchianti, CFO of Firehouse Subs, pulls back the curtain on the insightful priorities, best practices and technologies that allowed Firehouse to fire up its growth engine to the tune of more than $650 million in annual sales, operating in 43 States, and with it’s first restaurant opening in Canada.

Rejecting all boilerplate growth remedies, listen as Burchianti reveals the unique “growth mind-set” that informed his CFO decision-making as we convene a “growth-engine” panel featuring C-suite advisor Ethan Carlson, CEO, Carlson Management Consulting and Director of Finance Transformation Bob Davenport of BlackLine.

Learn what techniques and technology investments are helping remove obstacles that have long undermined growth and left CFO leadership on the sidelines.

Webinar participants will learn how to:

  • Embed and execute “growth triggers”
  • Adopt a “growth mind-set”
  • Lead dynamically through “growth priorities”
  • Discover the top five priorities for growth inside your own organization
  • Evaluate which technology investments are best suited to drive growth

Register today for this information-packed webinar!

Carlson November Events

Controller-Summit-525-158We have two events lined up for you this month.  First is the Controller Summit which will bring together the best finance control professionals for a thought leading and innovative event.  Through keynote presentations and in-depth panel discussions – participants will delve deeper into specifically chosen hot topics. Being held at the Hilton Boston Back Bay hotel on November 12-13, Carlson will be showcasing our award-winning cloud performance management solutions and services.  Presentation topics at the event will include the following:

  • The Changing Role of the Controller
  • Fostering Leadership in the Finance Function
  • Partnering with the CFO
  • Reducing Financial Reporting
  • Improving the Financial Close Process
  • Selecting & Implementing the Right Technologies
  • Accounting Transformation

Interested in attending but don’t have a pass, contact us to receive a discount code.  We look forward to seeing you there!

CFOTL-webinar-710-201

Our second event is a Webinar being hosted by the CFO Thought Leader.  Join us when Vince Burchianti, CFO of Firehouse Subs, pulls back the curtain on the insightful priorities, best practices and technologies that allowed Firehouse to fire up its growth engine to the tune of more than $650 million in annual sales, operating in 43 States, and with it’s first restaurant opening in Canada.

Rejecting all boilerplate growth remedies, listen as Burchianti reveals the unique “growth mind-set” that informed his CFO decision-making as we convene a “growth-engine” panel featuring C-suite advisor Ethan Carlson, CEO, Carlson Management Consulting and Director of Finance Transformation Bob Davenport of BlackLine.

Learn what techniques and technology investments are helping remove obstacles that have long undermined growth and left CFO leadership on the sidelines.

Webinar participants will learn how to:

  • Embed and execute “growth triggers”
  • Adopt a “growth mind-set”
  • Lead dynamically through “growth priorities”
  • Discover the top five priorities for growth inside your own organization
  • Evaluate which technology investments are best suited to drive growth

Register today for this information-packed webinar!