Carlson develops and implements award-winning solutions for nonprofit organizations using Adaptive Insights, the leading Cloud corporate performance management software. A Carlson-designed solution gives NPOs the ability to align budgets with mission, improve collaboration, perform rolling forecasts, and plan for long-term success. We help organizations develop world-class processes for planning, reporting and governance.
Leveraging experience gained as an Adaptive Insights Platinum Partner, Carlson solutions for Nonprofit Performance Management offer the following benefits:
- Addresses the full range of nonprofit planning and reporting requirements
- Incorporates nonprofit modeling and budgeting best practices
- Automated integration with G/L and ERP systems using DataBlend
- Reduces implementation cost by up to 50%
- Minimizes client implementation staffing
- Includes self-service management and Board reports
- Subscription to Annual Premium Support
We design our solutions to allow organizations to benefit from “best in class” technology and finance capability around key areas of nonprofit budgeting, forecasting, planning and reporting:
- Annual Budgets & Multi-year Forecasts
- Personnel Expense Forecasting
- Allocate Staff across Multiple Projects/Funding Sources
- Program & Grant-based Revenue
- Endowment Modeling
- Capital Budgeting
- Statement of Activities Reporting by Fund Type
- In Kind/Non-In Kind Reporting Parameters
- Budget vs. Actual Reporting by Project, Fund, Grant, etc.
- Financial & Operational Ratio Analysis
- KPI’s & Dashboards
Please contact us for more information or click below to request a demo.
A Sampling of our Non-Profit Clients
Download the Carlson Nonprofit Brochure
“Carlson’s ability to quickly understand and model VEIC’s varied lines of business in Adaptive Insights was exactly what we needed to elevate the efficiency and accuracy of our corporate budget process. Their financial and systems knowledge has significantly enhanced the benefits we are getting from Adaptive. With Carlson’s support VEIC now has budgeting, reporting, and forecasting abilities that far exceeds previous years.”
—Mark Lundquist
Budget Manager
VT Energy Investment Corp.