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

Hanna Kim
Why Move Financial Planning and Analysis (FP&A) to the Cloud?

This article explores financial planning and analysis in the cloud for your CPM strategies.

shutterstock_149667980

Image from Shutterstock.

In the budgeting and forecasting realm, Financial Planning and Analysis (FP&A) is becoming more and more relevant. Most mid-sized and large companies have dedicated professionals in FP&A roles due to the constant evolution of finance and the reach across the enterprise. If you are not familiar with FP&A, this article will cover the benefits of cloud for your finances and hopefully, answers any questions you may have regarding to FP&A and the cloud. Continue reading

Daniel Havey
Simplify Customer Profitability Analysis for Banks

This article will focus on simplifying customer profitability analysis for banks.

Image taken from Shutterstock.

Image taken from Shutterstock.

Just what is that account worth to you?  A rich man was walking through the streets of New Delhi one day when he happened upon a beggar.  The beggar had reached out his hand and asked, “A few grains of rice for a poor and starving man?”

At first glance, you would have thought that the rich man would have passed the offensive smelling obstacle without giving him a second thought.  Amazingly, he stopped.  He asked to see what the worthless man had in his cup.  Five grains of rice were all that he had to his name. Continue reading

Hanna Kim
Top 8 Acronyms Used in Business Intelligence and Corporate Performance Management

This article focuses on terms that will educate and help those who are new to the BI/CPM realm.

 

Image taken from Shutterstock.

Image taken from Shutterstock.

Have you ever started a new job in an industry you have no experience in? Learning the industry jargon can be overwhelming. I can personally attest to this because prior to working in the Business Intelligence (BI) and Corporate Performance Management (CPM) worlds, I was in the food, public relations, and entertainment industries, and did not have much experience in BI or CPM. If you have recently been exposed to BI tools, such as report writers, budgeting and planning solutions, dashboards, data warehouses (DWs) and you feel like a deer in headlights, there is no need to panic. In this article, we will discuss ten acronyms in the BI/CPM realm that will help you understand and enhance your experience with BI and CPM processes.

Continue reading

Daniel Havey
Enterprise Budgeting on Cloud for Banks

This article will focus on the Enterprise Budgeting on Cloud for Banks.

dashboard benchmarkingThe Cloud is coming!  Are you prepared?  I read a story once about a land that was going through a drought, famine, and warfare.  After a momentous battle, a leader told one of his lieutenants, “Go up now, look toward the sea.” So the lieutenant went up and looked and said, “There is nothing.”  And the leader said, “Go back” seven times. Continue reading

Karen Barak
Focus 2017: Where BI360 Users Find Their Groove

New Sessions. More Networking. More Ways to Learn. August 21-24, 2017 | Hilton La Jolla Torrey Pines, San Diego, CA.

It’s coming. And it’s expected to be the best one yet. I’m talking about the fifth annual BI360 Focus conference for partners and users, hosted by Solver. This year’s event will be held August 21-24 at the Hilton La Jolla Torrey Pines, San Diego, CA. It’s collaborative. It’s community-building. What’s more, this is a valuable experience that helps users better utilize BI360 features and functions, as well as provides Partners with tips and insights that will grow their BI360 practice.

For those that have been to a Focus conference in the past, make sure you check it out again. Solver has new information to share, especially with the new BI360 Cloud and software updates. Attendees will also find opportunities to work with BI360 experts to troubleshoot existing issues, as well as, gain ways to optimize existing task performances or learn more about the myriad functions available with BI360. And once again, attendees will be able to earn CPE credits for attending the training workshops as well as the concurrent and general sessions.

What’s Different in 2017 and Why You Should Attend

Continue reading

Hanna Kim
Spreadsheet Design and Excel Tips for Better Reporting with Sage

This article will zoom in on reporting solutions and spreadsheet design for organizations looking to enhance their experience with Sage.

Every company needs a powerful, impactful financial reporting tool to remain competitive in their industry. Report writers help companies analyze and manage company data without leaving any issues or disruptions. Given how well-known Microsoft Excel is, it might be a shock that many people design their spreadsheets with no planning at all. This means that most spreadsheets have a poor foundation, which leaves room for potential problems. This article covers design and planning strategies with financial tools that are Excel-based, so you are able to better use your report writers to navigate your company in analyzing and managing your data using Sage.

Continue reading

Daniel Havey
Cloud-Based Enterprise Reporting for Banks

This article will focus on the Cloud-Based Enterprise Reporting for Banks.

BNKBenchmarkDashboardWhat is Enterprise Reporting?  In the past, Business Intelligence (BI) was limited to the office of Finance and typically with a key focus on Financial, Planning & Analysis (FP&A).  With the advent of Enterprise Reporting, BI is now being extending beyond the scope of IT staff, business analysts, and power users.  Enterprise reporting is enabling anyone who impacts the bank – city executives, branch managers, loan & deposit analysts, and customer-facing staff – to have immediate access to the vital information they need to most productively perform their jobs. Continue reading

Daniel Havey
Top Cloud-Based Budgeting Tools for Banks

This article will focus on the Top Cloud-Based Budgeting Tools for Banks.

 

departmentalforecastWhen renting a furnished apartment makes sense – Many of us have had the joy of seeing our loved ones graduate college, get a job, and find an apartment.  We are more than happy to finally unload grandmother’s furniture that has been stored in our attic for the last fifteen years on our children.  It usually takes a long weekend of trips loading all the stuff into the back of a pickup truck or two to move everything out. Continue reading

Hanna Kim
10 Tips for Better Reporting with Excel for Dynamics 365

This article discusses reporting tools and best practices on spreadsheet design for companies looking to expand their Microsoft Dynamics 365 experience.

Image taken from Shutterstock.

Image taken from Shutterstock.

Companies need powerful financial reporting solutions to help remain competitive in their industry by analyzing and managing their data without any issues or disruptions. Microsoft Excel is probably the most well-known spreadsheet software program that exists. Everyone has probably used it at least once in his or her life. However, many people often design their spreadsheets with no planning at all. This most likely means that most spreadsheets have a poor infrastructure and some room for error. This article will explore how you can plan and design smarter with Excel-based financial reporting options, so you are able to better use your reporting solution to navigate your company in analyzing and managing your data using Dynamics 365.

Continue reading