LOS ANGELES, CA. — April 19, 2019 — Solver, the global leader in cloud and web-based Corporate Performance Management (CPM) for mid-market ERP systems, today announced the launch of its certification program, Solver Certified.  Developed by Solver VP of Learning Experience Craig Anderson, the new certification program gives BI360 users the opportunity to take exams and earn digital badges.  Earning credentials will allow BI360 users to demonstrate their expertise, providing a strong foundation to grow their knowledge and careers.

The program currently features a report design certification, which is comprised of a theory-based internet exam and a hands-on template design practical exam.  Each certification comes with a preparation guide and courses in the Academy portal for users to study prior to taking the exam.  The preparation course includes lessons grouped by topic and test your knowledge quizzes after each lesson while the self-study portion includes a series for hands-on modules that allow users to build report templates.

Solver VP of Learning Experience Craig Anderson says, “In today’s fast-paced digital world where people share just about everything online, it has become more important than ever for Solver to provide a means for our customers and partners to authenticate their BI360 proficiency.”  He continues, “Solver Certified provides our customers and partners with digital credentials which can be readily verified and authenticated, making it easier to advance their careers and find expert resources. “

The self-paced structure of the certification program also reflects the Academy’s core feature of eLearning courses.  The chief purpose of the Solver Academy is to enable users to execute BI360 to its fullest potential.  As it continues to grow in subscribers and become a go-to resource for users, Solver takes pride in its convenience and availability.  Solver sees the certification program as not only a helpful resource for BI360 users but also as an extension of its own philosophy to enable managers, executives and users to make world-class decisions for their organizations.

To get certified, click here.

About Solver

a quickly growing community of more than 2,700 global customers and hundreds of partners worldwide, Solver provides BI360, the leading cloud Corporate Performance Management suite for Microsoft Dynamics, Acumatica, SAP Business One, SAP ByDesign, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, NetSuite and other ERPs. BI360 is ranked in the leader quadrant in the Corporate Performance Management (CPM) Software Grid on G2 Crowd, and as a Microsoft Gold ISV Partner, Solver has won countless awards, including the Microsoft BI Partner of Year Award, recognition on the Gartner Group CPM Magic Quadrant, and Best Places to Work for a workplace culture that celebrates customer service, integrity, and innovation.

BI360 is sold through its 17 global offices and a worldwide network of partners. For any questions, visit www.solverglobal.com or contact Solver at info@solverglobal.com.

This article discusses how you can combine the strengths of leading business intelligence and corporate performance management solutions to create easy-to-use, business dashboards and operational reports.  

 

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LOS ANGELES, CA. — April 15, 2019 — Solver, the global leader in cloud and web-based Corporate Performance Management (CPM) for mid-market ERP systems, today announced the launch of its BI360 Power BI Connector for the latest April release of Microsoft’s Power BI Desktop application.  As an Azure cloud-based data warehouse, budgeting and reporting solution, the Solver Power BI Connector seamlessly integrates with Power BI desktop, enabling managers and executives to easily gain insights from the organization’s data.  The Power BI Connector’s swift deployment combined with Solver’s advanced input and reporting functionality will enable Power BI users to deploy their dashboards faster and easier, and the combined Solver/Power BI solution offers a best-of-breed tool for planners and decision-makers.  Overall, the release of the connector marks an important milestone in Solver’s value proposition to Microsoft-centric organizations that have deployed or are planning to deploy Power BI.

In a matter of clicks, the connector combines the data from the BI360 cloud-based data warehouse and displays it in the Power BI dashboard.  As for entering data, Solver provides cloud-based input forms for budgets, forecasts, key performance indicators and any other data a user needs displayed in the Power BI dashboard.  In addition to its ease and flexibility, the Solver Power BI Connector gives customers a “single version of the truth” by enabling Solver reporting and budgeting and now Power BI dashboards to connect to the same Solver data warehouse, ultimately providing an environment that supports faster and better decisions.

“Power BI has become one of the world’s leading dashboard solutions and we are very excited about the release and Microsoft-approval of Solver’s Power BI connector,” says, Mike Applegate, CTO at Solver. “Our customers and partners have asked for this and now we have delivered.”

Solver’s release of the Solver Power BI Connector signals its commitment to developing the most accessible tools for Microsoft users to make important financial and operational decisions in their organizations.  Additionally, Solver believes the ease with which the Solver Power BI Connector delivers information to the Power BI dashboard will encourage more Microsoft customers to consider the benefits of the industry-growing use of cloud technology.

To learn more about the Solver Power BI connector and Power BI dashboards, click to see the brochure.

About Solver

With a quickly growing community of more than 2,700 global customers and hundreds of partners worldwide, Solver provides the Solver CPM solution, the leading cloud Corporate Performance Management suite for Microsoft Dynamics, Acumatica, SAP Business One, SAP ByDesign, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, NetSuite and other ERPs. Solver is ranked in the leader quadrant in the Corporate Performance Management (CPM) Software Grid on G2 Crowd, and as a Microsoft Gold ISV Partner, Solver has won countless awards, including the Microsoft BI Partner of Year Award, recognition on the Gartner Group CPM Magic Quadrant, and Best Places to Work for a workplace culture that celebrates customer service, integrity, and innovation. Solver is available through its 12 global offices and a worldwide network of partners. For any questions, visit www.solverglobal.com or contact Solver at info@solverglobal.com.

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April 15 – 18, 2019

Join your Dynamics SL peers and subject matter experts in sunny Anaheim, CA at the DSLUG Conference – a powerhouse of exchange and energy with over 120 sessions that will boost your expertise and kick your business into high gear.

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This article covers the top things to consider when buying a CPM tool.

best corporate performance management solution

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It’s overwhelming to find the best software for your organizational needs. This is why we have created a guide for companies that are looking for a corporate performance management (CPM) solution. In this article, we will cover the essentials in selecting the top CPM solution for your company. These essentials include having organizational goals, defining the scope of the tool, finding the right deployment option, leveraging software reviews, and identifying the key benefits of a CPM tool.

Let’s get down to the basics. If you’re already familiar with CPM and the features it typically offers, feel free to skip to the next paragraph. Gartner defines CPM as “an umbrella term that describes the methodologies, metrics, processes and systems used to monitor and manage the business performance of an enterprise.” It has been used mainly for accounting and profitability purposes. According to G2 Crowd, the key benefits of CPM are to “improve productivity, increase revenues, and sustain the growth of the company.” CPM may be the best solution for your company if you’re looking to reduce costs or remodel your company budget. It can also help to improve your financial planning processes or to upgrade your organizational strategy. CPM software isn’t a one-dimensional product. The software usually features budgeting, planning, dashboards, data analysis, forecasting, and custom reporting modules to name a few.

 

Organizational Goals & Solution Scope

 

Let’s talk about goals. Employees who are involved in the budgeting and planning process should know the company’s strategy and goals prior to planning. Imagine your company’s goals on a map. The destination is the organization’s purpose and mission, and the cities you need to hit to get to your destination are your organizational goals. These can also be broken down to departmental goals as well. Read more about corporate and departmental goals in our article, “How to Build a Corporate Performance Management Solution.” Some of these goals may not change over time, but it should be reviewed annually to ensure they remain true.

 

Your set of goals will help define the correct scope of the new tool. As an example, if the goals that you have set require weekly or monthly monitoring (most do), you should consider a CPM tool that has the ability to produce dashboards and reports that will help you track those at the push of a button. The main takeaway here is to accurately define the scope of the tool: what are looking to accomplish with your CPM tool? Which goals will be tracked? The answers will help keep you on track in the buying process, and make it a worthy investment.

 

Deployment Options: Cloud vs. Private Host (On-premise)

 

Decide if an on-premise or cloud CPM platform is better for your company. The Cloud business is growing rapidly. Eventually, all companies will host all of their data in the cloud without exception. In the meantime, if your team is split between the two, there are vendors that offer both options. This allows you and your team some flexibility, but always keep your sights set on the future of technology and find one that will get you there easily.

In terms of software maintenance, Cloud solutions are easier to maintain. When you go the on-premise route, any system requirements are the customer’s responsibility. Your IT team is the gatekeeper of your software. If all your data sources are already in the Cloud, it may be smarter to also have your CPM in the Cloud. It will be more cost-effective and easier to integrate and upgrade. Access to a product hosted in the Cloud is via the internet so security risks are inherently present, but Cloud computing services such as Azure spend billions of dollars every year to keep your data safe.

Focus on your current setup and how the CPM tool will sit on top of the other data sources that make up your company’s unique data structure, but also look ahead and think of which tool will be able to navigate your current and future plans. After all, you will be implementing and adopting a tool that will encapsulate all of your data and impact decision-making across the entire organization for years to come. You will want this tool to scale with your business.

 

B2B Product Review Sites

 

Another factor to consider in your buying process is a product review site. Software review sites reveal customer reviews for the products you are evaluating. They also share grids based on size of business, services, and ratings. This makes it easy to learn about the product from the customer’s perspective. For example, G2 Crowd shares a grid that ranks leading CPM solutions based on customer review data.

 

Top Customer Reviews Site for CPM Products

 

Capterra: 660,000+

G2 Crowd: 610,000+

Software Advice: 500,000+

 

What’s the takeaway? CPM helps your business align financial and operational data to drive performance improvements and better foster the health of your company. CPM helps with executing your organizational strategies. Keep in mind that strategies, goals, analysis and planning are a part of the CPM process. Selecting the best CPM software solution is a process that requires a great deal of research. If you are struggling to find a CPM tool that fills in all of the blanks, Solver has a team of experienced professionals that can get your company started.