Hanna Kim
Cloud Data Warehouse for Dynamics 365 for Finance and Operations Business Edition

This article focuses on data warehouses (DWs) for organizations utilizing Dynamics 365 for Finance and Operations, Business Edition so you can make the best software investment by optimizing your reporting capabilities.

 

dwCloudHow do you know if your company needs a data warehouse (DW)? The signs are clear. If you are beginning to feel like you are wasting energy and time due to manual processes as well as analyzing and managing data with a program such as Microsoft Excel, DWs can help immensely by eliminating errors and tedious manual work. If you’re in the Business Intelligence (BI) and Corporate Performance Management (CPM) world, you probably know that Microsoft launched a true cloud version of Microsoft Dynamics, Microsoft Dynamics 365, last November. This enterprise resource planning (ERP) system lets companies combine CRM tools, ERP, and Microsoft Office capabilities into the next generation of business applications. There are two different versions of Microsoft Dynamics 365. The Business Edition is the lower end version built off of the Dynamics NAV product, and the Enterprise Edition is the higher end version based on Dynamics AX. Both editions are created for and deployed in the Azure cloud, which is hosted and managed by Microsoft. This article will cover DWs for your organization using Dynamics 365, Business Edition. Continue reading

Matthew Felzke
Cloud Financial Reporting for Intacct

This article will discuss your options for modern financial reporting solutions with Intacct.

Financial reporting is the cornerstone of corporate performance management (CPM), as the process does the work of summing up the financial health of your company. Today’s business world relies on financial reporting in a major, indispensable way. As it is a requisite aspect of running a business, automation of reporting processes and streamlining the content only makes sense. As you seek to understand the data that you pull from cloud and on-premise technologies, reporting is becoming more crucial, even just as a way to consolidate information. This article will zoom in on second generation cloud reporting tools and how the right one can benefit your data management and analysis tasks from your Intacct ERP system.

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Matthew Felzke
Focus 2017: A BI360 Family Reunion

This article will detail what BI360 customers and partners can expect from the 5th edition of Focus, the annual user conference Solver puts on in Southern California.

When I first attended Focus in 2014, I was relatively new to the corporate performance management (CPM) space. I was starting to understand the ins and outs of financial and operational reporting, budgeting, forecasting, and modeling, data visualizations like dashboards of graphs, charts, and scorecards, and data warehousing as solutions to organizational performance management. But everything became three-dimensional to me at Focus. A community of hard-working and fun-loving BI360 users came together to share and compare best practices, learn about the power of the product, and network with new and established connections alike. Frankly, it was really sweet – and felt more like the most productive and educational family reunion rather than a formal conference. This article will explore what unfolds at this annual event – and why it’s as successful as it is, but also what to expect from the 2017 edition.

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Matthew Felzke
Cloud CPM vs Business Intelligence

Image taken from Shutterstock

This article discusses the differences between corporate performance management (CPM) and business intelligence (BI) solutions in the cloud technology era.

On this blog, we write a lot about corporate performance management (CPM) tools. And we talk a lot about business intelligence (BI) solutions. In fact, we seemingly use the terms interchangeably – and there’s some thought behind that. BI and CPM exist in the same realm of enterprise technology that makes sense of the health of the organization. They both pull data from a variety of sources to crunch numbers and analyze information, so that you can pinpoint strengths, weaknesses, opportunities, and threats. However, there are some differences, and while their output might not seem mutually exclusive, there is not much overlap. As we continue our ascent to the new normal of cloud technology platforms, it will be helpful for companies to understand the differences between the two, so the right solutions can be deployed to meet organizational goals. This article will highlight the distinctions between BI and CPM solutions, so you can continue to build your cloud technology roadmap with precision.

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Hanna Kim
Cloud Financial Reporting for Acumatica

This article will focus on financial reporting software options for Acumatica users.

 

reportingFinancial reporting is arguably the meat and potatoes of corporate performance management (CPM) as your company goes about the work of summarizing the financial well-being of your organization. In the modern business world, there is no way we can avoid financial reporting. It is mandatory, whether we like it or not, so why not automate the reporting process and streamline the report content? As we make sense of all the data that we can collect from our cloud and on-premise technology, reporting is only becoming more important.​ In this article, we will discuss the second generation of cloud reporting tools and how that will benefit your organization in managing and analyzing data from your Acumatica ERP system.

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Daniel Havey
Best Corporate Performance Management Tools for Credit Unions

This article will focus on how what you should be looking for in the Best Performance Management Tools for Credit Unions.  

 

scorecard

What is Corporate Performance Management?  According to the Harvard Business School, performance measurement focuses on four main areas:

  • Communicate with external investors to ensure that a firms’ securities are fairly priced and that they are able to access capital
  • Measure and Evaluate a firms’ economic performance
  • Improve resource allocation and strategy implementation within a firm
  • Build Accountability for performance through effective external and internal governance

The emphasis of this article will be on improving resource allocation and strategy implementation, specifically for Credit Unions.  Though Credit Unions have evolved over time, their basic function is to take in deposits and reinvest those funds back into the community in the form of loans for such things as houses, cars, education, and infrastructure. Continue reading

Daniel Havey
Top Management Reporting Software for Credit Unions

This article will focus on the Top Management Reporting Software for Credit Unions.

 

topmanagementreportingsoftwareforcreditunionDifferent Types of Reporting –   At first, this article was going to be about the top Reporting software for Credit Unions.  I then realized that there are many different types of reporting needs for Credit Unions that tools will need to focus upon.

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Hanna Kim
Cloud Reporting for Dynamics 365 for Finance and Operations Business Edition

In this article, financial reporting solutions for organizations utilizing Dynamics 365 for Finance and Operations, Business Edition will take center stage, so you can make the best software investment.

 

Image taken Shutterstock.

Image taken Shutterstock.

Last November, Microsoft took the wraps off of Microsoft Dynamics 365. It combines Dynamics customer relationship management (CRM) and enterprise resource planning (ERP) solutions into one integrated cloud product offering. As many of you know, there are two versions of Microsoft Dynamics 365. One, the Business Edition, is the lower end version based on the Dynamics NAV product in its structure. The higher end version, Enterprise Edition, is based on Dynamics AX and is designed for the higher end of the market. Both are architected for and deployed in the Microsoft Azure cloud, and it’s managed and hosted by Microsoft. This article will cover financial reporting tools for your company using Dynamics 365, Business Edition. Continue reading

Matthew Felzke
The Future is Now: Cloud-Based CPM is Here to Stay

Image taken from Shutterstock

This article will discuss the established place for Cloud-Based CPM – the journey to embracing the newer platform and the value proposition that became a tipping point.

If you are as plugged into technology as even the next guy, you are definitely aware of “the cloud” – and that it is taking over as the new normal in terms of hosting files, applications, and networks. You might not know that much about what it all means, but you probably understand that hosting in the cloud means you’re not storing your pictures or your software or your connection to other devices on-premise. The iCloud might be the most pervasive example, with the popularity of Apple products, as it takes any files that you might have traditionally just stored on your cell phone (contacts, music, photos) and houses them in the cloud. Now, as cloud continues to build momentum, it has permeated the business technology space – and has finally established itself as a suitable platform, if not soon to be a leading platform option, for corporate performance management (CPM) and business intelligence (BI) solutions. This article will discuss the journey to this place of embracing the cloud as a platform for CPM and BI tools – and why companies are seeing the cloud as the future, right now.

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Daniel Havey
Don’t Let Hackers Cloud Your Vision of Corporate Performance Management

This article will focus on Cloud-Based analytics for Banks in the Era of Data Hackers.

 

Image taken from Pixabay.

Image taken from Pixabay.

Getting to know all about you – A $1 Billion Credit Union recently approached me wanting to know my methodology to Corporate Performance Management (CPM) before they wanted to see a product demonstration.  Their ultimate goal is to have me perform a Data Analytics Assessment to see how good their current CPM process is before recommending any improvements. Continue reading