Join Carlson in Atlanta for a Manufacturing Finance Leadership Seminar and Networking Happy Hour


Finance Transformation: Optimizing Performance for Manufacturing

What is Lean Finance? How can automation enable accuracy, efficiency and cost savings…and why should you care?

Join us for an informative dialogue with NCR and Carlson Management Consulting exploring emerging trends to drive growth and optimize performance, followed by a Rooftop Happy Hour with your peers.

Learn how to be empowered to take a leadership position to drive positive change, encourage collaboration, create an on-demand culture and accelerate the planning process; reducing planning times by up to 50%.

Carlson Corporate Performance Management Solutions for Manufacturers

Learn more about Carlson CPM Solutions for Manufacturers

Topics to include:

  • The power of aligning business strategy with planning and forecasting to create a high-performing, agile organization
  • Steps CFOs can take to transform their departments
  • Key Operational Metrics for Manufacturing

Seats are limited. Click here to RSVP today.

We look forward to seeing you there!


Kevin O’Brien
(614) 893-3390

Carlson Announced as the Winner of Partner Innovation at Adaptive Insights 2015 Worldwide Partner Summit

Carlson Receives Partner Innovation Award from Adaptive Insights

Carlson Receives Partner Innovation Award from Adaptive Insights

WOBURN, MA—February 4 , 2015 – Carlson Management Consulting, a leading financial solutions and services firm serving a growing list of customers nationwide, today announced it was awarded Partner Innovation by Adaptive Insights, the worldwide leader in cloud corporate performance management (CPM) and business intelligence (BI) for the biggest brands and the hottest companies. The awards recognize outstanding achievement by Adaptive partners around the world in a variety of categories.

“We are excited to be recognized by Adaptive Insights for the innovative Higher Education solution that we’ve developed on their industry-leading platform as well as our track record of implementation success in this space,” stated Ethan Carlson, founder and CEO. “As a three-time award winner, we will continue to invest significantly in our relationship with Adaptive as our partnership provides unparalleled benefits for our customers.”

Adaptive Insights announced its award winners in Dallas, Texas at the company’s annual Worldwide Partner Summit, a gathering of key partners from around the world to share strategies and best practices and to continue to accelerate business opportunities for Adaptive solutions. More than 100 partner companies were represented at the third annual Adaptive Insights Worldwide Partner Summit. Total attendance at the summit is up 23% over last year, and international partners represent over 40% of attendees, more than double the international presence of prior years.

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Building a World Class FP&A Team


Jotham Lane, Director

Now that budget season is over, it’s time to reflect on the effort taken to complete the task and to challenge the status quo. For many financial planning and analysis (FP&A) professionals, it can be a grueling and rote activity as described in my previous blog post, Avoid the Budget Season Blues.  If your company still has a spreadsheet-based budgeting process, your FP&A team likely spent a lot of time on the following:

  • reconciling data to prior period reports such as P&L by cost center
  • keying in or copying/pasting data for analysis
  • writing formulas in Excel
  • using pivot tables
  • reviewing and testing to eliminate errors and validate results
  • consolidating multiple spreadsheets from various cost centers (watch out for those formula errors!)

There is significant opportunity cost associated with spreadsheet planning not only in the time it takes to budget but also in not fully leveraging the business acumen and capabilities of the FP&A staff.

All of these skills are required in the majority of FP&A positions but it begs the question, “Do they add value to the organization?”  Generally speaking, they do not.  In my previous roles in corporate FP&A, I found the process to be a time drain that diverted me from more fully impacting the business for the better.  There is significant opportunity cost associated with spreadsheet planning not only in the time it takes to budget but also in not fully leveraging the business acumen and capabilities of the FP&A staff. In my experience, finance professionals would prefer to focus on analyzing the numbers and providing answers to more strategic issues.

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Chris Pinto - Director - Carlson Management Consulting

Keys to a Successful Adaptive Insights Implementation


Chris Pinto, Director

As an award-winning Adaptive Insights Platinum Partner with almost 150 corporate performance management (CPM) solution implementations in place, we are often asked about the key steps that ensure successful projects.

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

Indeed, we have gained the reputation as being the “go to” firm for the most complex implementations so we’ve accrued quite a bit of knowledge and experience in that area.

While many organizations have differing priorities, here is a short list of project objectives that we’ve developed with our customers to ensure they derive maximum benefits from, and adoption of, their solutions:

  • Eliminate the use of error-prone spreadsheets where possible
  • Standardize and optimize finance practices across the organization
  • Ensure that budgets are aligned with strategy
  • Streamline data flow through application integration
  • Empower budget stakeholders and other constituents in the process
  • Identify Key Performance Indicators (KPIs) for driver-based budgeting
  • Implement rolling forecasts and other finance best practices
  • Enable self-service reporting

Once the overarching objectives have been defined, we then move into the implementation phase.  Our process comprises the following detailed stages:


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