Carlson Thought Leadership in Finance & Technology

Adaptive Insights as a Central Hub for Decision-Making

At the recent 2016 Adaptive Live user conference, I had the opportunity to present a session along with a panel of our customers about the benefits of making Adaptive Insights the central hub of decision-making. Many organizations fail to fully utilize the breadth of capability within Adaptive for making solid business decisions by limiting the scope of data from which they work. Read my latest blog to learn how to make Adaptive Insights your central hub for improved decision-making.

Per Unit Planning: A Key Financial Planning and Analysis Exercise

Models and analyses naturally can differ across industries. For manufacturing, retail, consumer package goods (CPG), distribution companies and others, per unit planning is a key exercise that can help a business formulate a realistic sales plan. It assists the sales and marketing team with developing sales and revenue targets to meet the organization’s financial performance goals. It also feeds into analyses for measuring the success of product lines, sales channels, territories, etc. and identifying where corrective action should be focused. As we know with any business, the core elements of success can be measured by looking at cash, velocity, margin, return and growth. Per unit planning, tackles three of those elements. Read on for the full article.

Carlson Management Consulting Wins Partner of the Region: Americas Award at Adaptive Insights 2016 Worldwide Partner Summit

WOBURN, MA—February 12, 2016 – Carlson Management Consulting today announced it was awarded Partner of the Region Americas by Adaptive Insights, the worldwide leader in cloud corporate performance management (CPM) for the biggest brands and the hottest companies. The awards recognize outstanding achievement by Adaptive Insights partners around the world in a variety of categories.

Ethan Carlson Interviewed on The Price of Business

Ethan Carlson, CEO and Founder of Carlson Management Consulting, was recently interviewed on The Price of Business talk show. The Price of Business is one of the longest running shows on news talk radio in Houston, Texas. Hosted by award winning broadcast journalist, Kevin Price, this programs brings fresh perspectives to national and business news. […]

Is it Time to Optimize Your Adaptive Insights System?

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? Carlson Management Consulting, a Certified Adaptive Platinum Partner and 3 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.