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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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. Read more

LOS ANGELES, CA, May 24, 2017 – Solver, the global leader in Business Intelligence for mid-market ERP systems and producers of BI360 Focus, an annual user and partner conference on leadership and business intelligence technology, announced the keynote speaker for this year’s event.  Linda Cliatt-Wayman, a powerful educator and leader who has been previously featured on ABC World News Tonight, Nightline, TED Talks and in Inc.’s article, Forget Business School—Just Watch These 10 TED Talks, will deliver the keynote on Thursday, August 24th at Focus 2017, returning this year to the Hilton La Jolla Torrey Pines resort.

Linda Cliatt-Wayman is a passionate educator with an unwavering belief in the potential of all children. Wayman’s powerful leadership as a high school principal in North Philadelphia and the success of her students have caused people to take notice. Out of over 8,000 nominees from around the world, she has been named a Top 50 Finalist for the 2016 Global Teacher Prize. Diane Sawyer and her team spent an entire school year documenting Wayman’s efforts, which were featured on both ABC World News Tonight and Nightline. Her May 2015 TED Talk has been viewed over a million times and been subtitled in 21 different languages. She was featured by Mashable in their series called The Real Miss America. Wayman regularly keynotes events ranging from education to business leadership. Her speaking engagements include the Pennsylvania Conference for Women, the Massachusetts Conference for Women, the Raytheon Leadership Conference, the Cancer Treatment Center for America Luncheon, the Exelon Women Luncheon, the Dallas Bar Association, the Baldwin School, the Guirian Institute, the Governor John Engler Center for Charter Schools, the New Teacher Center, and the Society of Professional Women to name a few.

In addition to discussions on teamwork and leadership, BI360 Focus 2017, held August 21 – 24, 2017 at the Hilton in La Jolla, CA, right outside of San Diego, CA and on the world famous Torrey Pines golf course, will focus on business intelligence and corporate performance management technology, as well as data management trends and best practices, as applied via the BI360 suite of applications. The event draws several hundred technology implementation partners and application users from across the United States and around the world to share ideas and learn from one another on how to maximize their BI360 investment.

“This will be the fifth annual Focus conference – and the first with our BI360 Cloud option available. We simply couldn’t be more excited to have customers and partners from the US and around the world join us,” says Nils Rasmussen, CEO of Solver. “We have a lot of new and exciting content this year, including expert advice from consultants and customers sharing their stories. All which should make Focus a great investment for attendees.”

This year, Solver has added another level of pre-conference, two-day intensive, hands-on technical product training workshops as a response to conference attendee requests from last year, now offering beginner, intermediate, and advanced classes.  In addition, August 22nd is a day designed solely for implementation partners, featuring a hands-on training lab along with sessions on product and service sales and marketing, as well as a BI360 Partner Panel to discuss building a BI practice. The remaining two days will be dedicated to the application user—presenting tips and techniques that leverage all of the functions available with BI360. These functions are presented in 60-plus breakout sessions across five categories, including sponsored sessions that will present how Independent Software Vendor (ISV) applications can be used with BI360. Several networking opportunities, as well as a small sponsor exhibit area, a BI360 demo room, and customer showcase presentations, are also included as part of the event.

Registration for BI360 Focus 2017 is now open featuring Partner and Attendee training and/or conference rates, as well as early bird and volume discounts. Special room rates are also available via the host hotel, Hilton La Jolla Torrey Pines. For more details on attending or to sponsor an ISV session, please contact focus@solverglobal.com.

About Solver

Solver provides BI360, the leading Corporate Performance Management and Business Intelligence suite for Microsoft Dynamics, Sage, SAP, Intacct, Acumatica, NetSuite and other ERP systems. Solver is a Microsoft Gold ISV Partner and the winner of the Microsoft BI Partner of Year Award and has a presence on the Gartner Group CPM Magic Quadrant. BI360 is sold through a worldwide network of partners and is ideal for companies looking to find a user-friendly, yet highly functional Strategy, Forecasting, Budgeting, Reporting, Dashboard, and Data Warehouse solution to give them deep insight and actionable information across all facets of their organization.

For any questions, visit Solver’s website or contact Solver at info@solverglobal.com.

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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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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. Read more

LOS ANGELES, CA – May 19, 2017 – Solver, Inc., the global leader in Cloud and web-based Business Intelligence for mid-market ERP systems, today celebrated adding a record number of BI360 customers in April 2017.  The month included a number of new business deals from around the world, related to excitement building for BI360’s move to the Cloud.  As the current version of BI360 continues to resonate due to easy-to-use, dynamic, self-service Business Intelligence and Corporate Performance Management (CPM) software solutions, the developing move to the Cloud has proven to be exciting for prospective and current customers alike.

Solver saw continued growth in software sales, especially along industry specific analytics, adding a number of new customers, including Government, Financial, Not-for-Profit, Manufacturing, Hospitality, and Insurance leaders.  These customer wins were achieved by Solver’s sales team and their authorized reselling partner network.

“As we march toward the middle of the year, Solver is seeing record momentum,” said Nils Rasmussen, Solver’s CEO.  “This success is a good indicator of BI360’s power as Solver moves to offering partners and customers a choice between on premise and public cloud deployment, as well as a migration path between the two options. While many organizations are moving to the cloud, a significant number are taking their time and still want to implement a modern CPM solution before they transition to the cloud. Solver can help them regardless of their timing and their deployment requirements.”

About Solver

Solver provides BI360, the leading Corporate Performance Management and Business Intelligence suite for Microsoft Dynamics, Sage, SAP, Intacct, Acumatica, NetSuite and other ERP systems. Solver is a Microsoft Gold ISV Partner and the winner of the Microsoft BI Partner of Year Award and has a presence on the Gartner Group CPM Magic Quadrant. BI360 is sold through a worldwide network of partners and is ideal for companies looking to find a user-friendly, yet highly functional Strategy, Forecasting, Budgeting, Reporting, Dashboard, and Data Warehouse solution to give them deep insight and actionable information across all facets of their organization.

For any questions, visit Solver’s website or contact Solver at info@solverglobal.com.

Image taken from Shutterstock


This article is the final installment in a series focused on how Corporate Performance Management (CPM) tools can serve as a true solution, particularly zooming in on budgeting and forecasting challenges companies face with data housed in multiple cloud and on-premise systems.
The last blog article I wrote, I zoomed in further on the multi-cloud world that businesses today are navigating – and how Corporate Performance Management (CPM) and Business Intelligence (BI) processes and specifically, modern financial and operational reporting tools, can function as a complete solution to the related technological and data management oriented challenges we’re all facing. If you think about all of the essential enterprise technology solutions making the shift to the cloud, it can seem like a lot, especially in terms of the challenge to integrate and/or combine all of this diverse data. There are also on-premise tools, which is where plenty of accounting systems are still residing. But what about budgeting and forecasting – and all of the historical data from disparate sources needed to effectively plan? This article will focus on planning as an important BI and CPM process – and how the right application can be a true solution to your obstacles related to multi-cloud management.
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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. Read more

Image taken from Shutterstock


This article is the second in a series about how Corporate Performance Management (CPM) applications can function as a true solution, this time specifically in regard to reporting and analysis challenges businesses face with data spread across multiple cloud and on-premise systems.
Last week, I wrote about this multi-cloud world that we are definitely already living in – and how Corporate Performance Management (CPM) and/or Business Intelligence (BI) systems can serve as a complete solution to technology and data management challenges that come with multiple cloud systems. Considering the number of enterprise technology applications moving to the cloud that are essential to running today’s businesses, it can be overwhelming and quite frankly, challenging to integrate and/or consolidate all of these data sources. On top of that, there are on-premise tools as well, where a lot of accounting systems still reside. Now, as our understanding of data and how we can harness this insight continues to evolve into more richly integrated manifestations, the multi-cloud reality can be frustrating. This article will zoom in on reporting as part of BI and CPM processes – and how the right tool can be a complete solution to your life, as we know it, in a multi-cloud era.
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This article will focus on simplifying customer profitability analysis for banks. 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 […]