Profiles in Success
“Carlson is the best Adaptive Insights partner in the business. Their expertise in all things Adaptive make them an easy choice for everything from implementation to optimizing an existing model. Carlson can handle any Adaptive Insights challenge with efficiency and effectiveness while staying on time and in budget.”
—Mark Lundquist
Budget & Financial Planning Analyst
Vermont Energy Investment Corp.
“Carlson is obviously staffed by experts and my implementation consultant gave me options and always suggested things that I didn’t even know the Adaptive system could do.”
—Josh Scher
Chief Financial Officer
Birch Family Services
“Carlson has been a responsive
partner that takes a practical
approach to getting us what
we need to be successful.
They understand
manufacturing and how
to get things done. I highly
recommend them.”
—Sandip Patel
Controller
Paragon Metals
Notable Quotes
“We are very pleased with the way the Carlson team made our Adaptive implementation happen. They are highly organized and kept this engagement on track. Communication between my team and the Carlson team has been great, and it really was a collaborative project. ”
—Maryanne Petry
Vice President of Finance
Duck Creek Technologies
“Carlson Management Consulting is the best choice for Adaptive implementations. They provide continuous financial improvements and support that can help your organization thrive. Their services are very reasonably priced, and their experience and insights are invaluable.” ”
—Bethany Cavanagh
Executive Director of FP&A
CRISPR Therapeutics
“Carlson hasn’t simply set up and taught us how to use Sage Intacct, they’ve devoted the time to get to know us and understand our business model which has allowed discussions and various approaches in which to best utilize our new ERP system.”
—Audra Phaneuf, CFO
New England Geriatrics
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
“From Discovery through Scope, Execution and Support, Carlson has been an exceptional partner.”
—Anthony Mascitti
VP Business Systems
Cumulus Media, Inc.
“Carlson Management Consulting has been amazing. Dallas Moody made sure we took the time at the start to really plan out everything we were going to need so that we could properly build the model in Adaptive correctly the first time. His foresight saved us time and money.”
—Ryan Comstock
Mgr. Financial Analytics
Dyn Inc.
“The team at Carlson is incredibly knowledgeable about both the Adaptive Insights technology that they deploy, and the finance and accounting domain that the tool supports. They have proven to be an incredibly flexible and supportive partner for our implementation. I would recommend them to others, and have done so.”
—Andy Levinson
FP&A Director
WeddingWire
“My experience with the team at Carlson Management Consulting has been one of collaboration and productivity. Our team looks forward to further enhancing the value add benefits of Adaptive Insights with the partnership of Carlson Management Consulting.”
—Duraid Jwayyed
Corporate Controller
ATC Corporation
“Carlson’s client focused approach is a primary reason we love working with them. We get personal attention and it has been a wonderful relationship. We will continue to work with Carlson as we explore more of what Adaptive can do for us.”
—Mishal Boscana
Budget Director
Rubicon Programs
“I can’t say enough about the work Ethan Carlson and his team have done for our firm. The systems they put in place revolutionized the way we run our business. We have grown over 50% and with their help we have added almost no additional overhead.
—Lou LaRocca
President
J2 Interactive
“Carlson has been an excellent business partner while effectively implementing Adaptive Insights in a very abbreviated timeline. Their subject matter expertise and willingness to understand their client’s business from the highest level to the grittiest detail really set them apart from others.”
—Matt Karpavich
Finance Director
Cradlepoint
“Carlson Management Consulting is great. With their help, we finished our Adaptive Insights implementation in under 100 hours and became self-sufficient shortly after go-live.”
—Jonathan Wu
Senior Director, FP&A
Localytics
“Renee has been a trusted partner throughout our Adaptive Insights implementation and after going live. Her domain knowledge in the life sciences allowed her to quickly understand our current and evolving business requirements. ”
—Carri Dyment
Director of Accounting and HR
SCCA Proton Therapy Center
Working with Carlson has been a rich and valuable experience for us here at Vera over the course of our Adaptive implementation. The team took the time to come out and spend a week in our office – which implementation consultants often don’t do – in order to immerse themselves into our business model in order to understand what we need to gain from the system. I do not think we would have been able to adequately make the transition to Adaptive without the folks at Carlson.
– Greg Klemm, Director of Finance
Vera Institute of Justice
I was introduced to Carlson Management Consulting as a preferred business partner of Adaptive Insights. I was very impressed with their experience working with Adaptive Insights and managing hundreds of successful projects. I needed a partner that I could trust and deliver an improved business planning experience for Dustex. As a result, they provided us with a professional team that worked with us to streamline our business planning process, automate our monthly financial reporting package for our board meetings, and provide us with dynamic reports that allowed us to make quicker business decisions.
– Brian Baker, CFO, Dustex
