Carlson Higher Education Planning, powered by Workday Adaptive Planning, is a ready-to-implement Cloud solution that gives institutions the ability to align budgets with strategy, improve collaboration, and plan for long-term success. Our pre-built model addresses the financial planning and reporting challenges specific to higher education. Integrated modules provide a holistic view of the institution while empowering individual departments and budget stakeholders.
Leveraging experience gained as a top Workday Adaptive Planning partner for Higher Education, Carlson Higher Education Planning offers the following benefits:
- Addresses the full range of higher education planning and reporting requirements
- Incorporates higher education modeling and forecasting best practices
- Automated integration with G/L and ERP systems
- Reduces implementation cost
- Minimizes client implementation staffing
- Includes standard and custom higher education reports
Available only from Carlson, our solution addresses the full spectrum of institutional planning and reporting needs:
- Enrollment Modeling
- Tuition Revenue Planning
- Program & Grant-based Revenue
- Endowment Modeling
- Room & Board Planning
- Capital Budgeting
- Debt Schedule Projections
- Faculty & Non-Faculty Expense Forecasting
- Encumbrance & Spend Analysis
- Statement of Activities Reporting by Fund Type
- Financial & Operational Ratio Analysis
- KPI’s & Dashboards
Please contact us for more information or click below to request a demo.
A Sampling of our Higher Education Clients
Download the Carlson Higher Education CPM Brochure
“Adaptive Planning has been a game-changer for us…Carlson was particularly instrumental in guiding us through implementation, providing expert and timely knowledge at all stages of the process.”
—Jeff Dubois, Budget Director
Babson College
Learn more about our Higher Education Corporate Performance Management Solution by downloading our brochure.
