Carlson May Events: Let’s Meet Up!

Kevin-O'Brien-VP-CPA-at Carlson

Kevin O’Brien, Vice President

Carlson has several events lined up for May. Kevin O’Brien, head of our manufacturing finance practice, is traveling to Atlanta, GA for an Adaptive Insights and Carlson Management Consulting sponsored event focused on Finance Thought Leadership for Manufacturers. Join Kevin for an informative dialogue with Adaptive customer, NCR, 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%. Register today with this link.

Join-Carlson-at-CFO-Leadership-CouncilWe will once again be sponsoring the CFO Leadership Conference on May 20th at Bentley University in Waltham, MA. In this full-day program, The CFO Leadership Council will address pragmatic and practical leadership techniques member CFOs voted as the most critical to their success, including leading through volatility, leading those who don’t want to be led, and leading future generations toward success. This is one of the premier events for Massachusetts-based finance executives so you won’t want to miss it.  For more information and registration link, please visit the CFO Leadership Council. Please come by our booth to learn about Adaptive Insights, BlackLine, and our other solutions and services.

Carlson-at-Vermont-Business-ExpoThe team from our Vermont office will be exhibiting at the VT EXPO on May 20th and 21st at the Sheraton Burlington Hotel and Conference Center. The EXPO brings together thousands of business owners and decision-makers to network, attend business critical workshops, build new business relationships and shop from vendors that provide unique products and services to help grow their business. Carlson will be meeting with other exhibitors on the 20th and the general public on the 21st. If you would like to schedule a meeting prior to the event, please use our contact form.

We hope to see you this month!


Carlson Explains Adaptive Insights Easy to read Dashboard

Manufacturing KPIs


Jotham-Lane, Director

A question that invariably arises when I’m implementing manufacturing budgeting and planning software with clients is – which metrics should we be tracking? I could list any number of perfectly valid metrics, but at that point, I steer the discussion to priorities and strategy. In my experience, key performance indicators (KPIs) are an excellent means for ensuring that budgets align with strategy. Specifically, what are the factors necessary for them to improve competitiveness over both the shorter and longer term? Where should they be focusing their time, effort and investment? For example, a company may wish to prioritize cost efficiency, safety, compliance, quality, or delivery.

The discussion about KPIs can get overwhelming as it can often be varied based on the industry as a whole or the company in particular. There are several financial as well as non-financial metrics that can and should be closely managed. For the purposes of this post, let’s focus on some of the financial KPIs that can be applied broadly across manufacturing. Not surprisingly, they involve measurements around units. Here is my shortlist of must-have KPIs:

Cost volume profit analysis: Also known as CVP, this analysis goes beyond break-even analysis, which is essential in its own right. CVP is particularly valuable for ascertaining short-term goals in profitability as production is planned or projected to scale. It does have limitations as it assumes there won’t be changes to fixed and variable cost. It also assumes that all units will be sold, which as we all know doesn’t always happen. However, it does provide guidance for aligning production with profit targets.

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Carlson Launches Manufacturing CPM Solution


Carlson Manufacturing CPM, powered by Adaptive Insights, is a ready-to-implement Cloud solution that gives manufacturers the ability to align budgets with strategy, standardize and optimize finance practices, improve collaboration, and plan for long-term success.

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, Vice President, ATC Corporation

Carlson Manufacturing CPM offers the following benefits:

  • Consolidates financial data while maintaining a view of individual plants
  • Generates analyzable revenue forecasts at the part or product number level
  • Creates driver-based cost of sales from bill of materials schedules
  • Reduces implementation cost by up to 50%
  • Minimizes client implementation staffing
  • Enables phased rollout through modular design
  • Includes Carlson Productivity Suite with pre-defined manufacturing reports

Carlson Manufacturing CPM is pre-built in Adaptive Insights, the #1 Cloud-based corporate performance management software, and addresses the financial planning and reporting challenges specific to manufacturing.  Integrated modules provide a holistic view of the organization while empowering individual plants, departments and budget stakeholders.  Carlson Manufacturing CPM is tailored to fit your unique needs while reducing the time, cost and effort of implementation.  Carlson Premium Support ensures that you will get the most out of your investment.

For more information, download our Manufacturing CPM brochure or contact us for a demo.