Review: Adaptive Insights Demo

This is a review of a demo of Adaptive Insights. It is not a review of my first-hand usage of the product, although I have used a trial version of the product with full functionality in the past. This review, however, is based on a demo of the most recent product. I am not affiliated with Adaptive Insights.

GL Chart of accounts

Why Budgets Suck! And, what to do about it.

One of the best known quotes about budgets came from one of the best known business leaders in modern times, Jack Welsh. He said bluntly, “… the budgeting process at most companies has to be the most ineffective practice in management. It sucks the energy, time, fun, and big dreams out of an organization.” Why is that the case in so many organizations? And what can be done about it? Three of the many reasons budgets can be ineffective are: 1. Past performance used as predictor 2. Too much detail 3. False sense of security   Past performance used as […]

Tap Innovative Budgeting Practices

We will be presenting two sessions in a series of progams offered by the American Strategic Management Institute (ASMI) in San Jose on March 16th, 17th and 18th. The American Strategic Management Institute (ASMI) is one of the nation’s most innovative training providers, combining market research and industry insight to deliver experiences and tools to inspire leaders and grow businesses. Tap innovative budgeting practices to Achieve Optimal Levels of Operational Performance and Maximize Profits.  Here are just a few reasons to attend: Master the steps necessary to move from traditional budgeting to rolling forecasts Incorporate best practices in forecasting to […]