Carlson develops and implements award-winning solutions using Workday Adaptive Planning, the leading Cloud enterprise planning software. A Carlson-designed solution gives software companies the ability to align budgets with strategy, improve collaboration, perform rolling forecasts, and plan for growth.
Leveraging experience gained as a Workday Platinum Partner, Carlson solutions for Software enterprise planning offer the following benefits:
- Addresses the full range of software planning and reporting requirements
- Incorporates software/SaaS modeling and forecasting 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 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 software company budgeting, forecasting, planning and reporting:
- Annual budget and multi-year forecasts by product line/department
- Productivity-based bookings/revenue model to analyze sales rep capacity against top-line projections
- Top-line bookings to revenue conversion
- Detailed revenue models based on contract management system or CRM data including utilization of company VSOE allocation methodologies for revenue recognition
- Personnel expense forecasting
- KPI metrics surrounding CAC costs on both a total and per unit basis
- Bleed-off of existing maintenance revenue from deferred revenue projections
- Professional Services capacity planning and gap analysis
Please contact us for more information or click below to request a demo.
