About Aaron Chirolo

I'm a Marketing Community Manager based in Los Angeles, CA.

Focus 2014: Optimize the Use and Value of BI360

At Solver, we are very excited to announce the second annual BI360 User Conference, Focus 2014.  This year, Focus will take place in sunny Marina del Rey, California, September 9-11th.  Last year’s inaugural event proved to be the ultimate learning and networking event, and that tradition continues this year.  Attendees will get the opportunity to learn best practices and network with other users to improve their performance and get results.

We’re thrilled about our agenda, as it is even wider reaching than last year.  With four simultaneous tracks, a hands-on lab, and over 25 different topics covered in workshop sessions, our product experts and customer presenters will ensure that attendees will leave with questions and curiosities answered.  It is our goal that users head back to their offices having gained valuable new insights through informative breakout sessions and access to BI360 experts; empowered with a hands-on know-how to optimize the use and value of BI360; and aware of emerging trends in Business Intelligence, new product features, and Solver’s road map for BI360.  On top of all that, we have added to our Focus conference experience – just for our trusted partners.

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Highlights and Insights from Convergence 2014

Thanks to everyone who joined us at Convergence 2014! It was an incredible conference packed with energy and excitement. For Solver, it was the first time we were able to share a virtual stream of the conference, which was very convenient for our friends who couldn’t make it to Atlanta this year. We used our new convenient mobile app to give a complete tour of the expo and sessions.

For those who missed Convergence 2014 this year, there was a new customer initiative announced by Kirill Tatarinov, Executive Vice President of Microsoft Business Solutions. Here are some of the main points he shared from his keynote:

  • “We are not always the first, but we will deliver it all.” Tatarinov shared the compelling statistic that there are 1.4 billion world-wide Internet users. Experts predict that there will be 15 billion intelligent connected devices by 2015. Microsoft champions a customer-centric view that stresses meaningful customer interactions as they “Bring the Dynamics technology to everyone in the world.”
  • Customer Centricity: Microsoft’s leading vision is to “Engage customers on their terms… to nurture the relationship, and delight…” and this approach will be evident in all product developments. Tatarinov stressed that Customer Centricity equals principled, humanized, “end to end” innovation. Their mission is to develop solutions that let users realize their full potential, whether in high value added activates at work, at home, or on the road. “We strive to help people do more amazing things.”
  • Integrating CRM and ERP: ERP and CRM will function seamlessly together as a single business solution. Tatarinov sees this as a way to help the enterprise work more effectively and productively.
  • “Innovation is the platform for everything we do.” Tatarinov highlighted technology advances in the areas of cloud services, agile operations that exceed customer needs, and engagement across the Web, social media, apps and mobile devices. Of special note are the new advancements of MS Cloud; Multi Model Social Interaction offered by Yammer, Office 365, SharePoint; and improved business insights offered by Big Data. He noted that Microsoft Power BI is now part of Office 365. As a “platform for innovation”, Extensibility allows for ISV’s to build unique solutions.

If you had the chance to visit our booth, you probably previewed our new FRx Conversion Tool, which will be available in the next few months. We’re very excited about this new tool, which will make it even easier for FRx users to leverage all the features of BI360. Hopefully, you had the opportunity to check out our new web portal, which includes our new web reporting and dashboards module.



“Transform your Reporting and Budgeting with BI360, ” our sponsor session presented by Nils Rasmussen of Solver, Inc., had a great turnout of over 200 people eager to learn how to automate and simplify financial reporting, budgeting and dashboard processes. The audience was able to see firsthand the power of BI360, everything from Reporting with drill down in Excel and the Web, to our new “Decision Pack“.


Thank you to everyone who visited our booth or attended our sponsor session at Convergence! It was great to connect and we look forward to seeing you again next year. And, we’ll be announcing the winners of the Fitbit in the next week or so, so stay tuned!

Visit Solver at Microsoft Convergence 2014!

We are so excited for Convergence 2014. As the premier event that brings the entire Microsoft business community to life, Convergence is always an amazing experience. Once again, Solver is a gold sponsor at the event, which will be held in Atlanta, March 4-7.

This year, we’re excited to roll out some amazing new features of our BI360 modules. These include new web reporting, dashboards, and our new mobile application for reporting.  But that’s not the only reason to check out Solver this year, here are 3 more reasons to visit our booth (#2309):

1. Special Convergence Discount!
This year we are offering a special discount for stopping by our booth. To qualify, get scanned or leave your business card at our booth. Winners will receive a 15% Discount on all BI360 modules (offer not available for SaaS or on top of existing discounts), offer valid until Friday, June 28th.

2Win a new Fitbit Flex Wristband!
Stop by our booth for a chance to win the latest in wearable technology! The Fitbit Flex wristband tracks your steps, distance, and calories during the day, and monitors your sleep patterns at night. 3 winners will be selected at random and announced following Microsoft Convergence 2014!

3. Connect with our Team and See Live Demos
See our exciting new modules for BI360, including new web reporting, dashboards and our new mobile app for reporting! Plus, you’ll meet Solver developers, consultants and account managers that can help take your business intelligence solutions to the next level!

Microsoft Dynamics customers who keep coming back year after year say that the place that they gain the most value during the event is at the sessions: diving into functionality details, gathering best practices, gaining new operational efficiencies, and increasing their product expertise.

Additionally, don’t miss Solver’s sponsor session to gain valuable insights on our Business Intelligence suite – BI360.

Sponsor session: Transform your reporting and budgeting with BI360

Date: Wednesday, March 5th from 12:30 pm – 1:30 pm

Room: A412

Product: Microsoft Dynamics AX, Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics SL

Speaker: Nils Rasmussen

Session Description: Come to this session to learn how to automate and simplify your financial reporting, budgeting and dashboard processes with BI360. Discover how you can build your financial reports and budget models in the leading Excel-based BI solution for Microsoft Dynamics. See how you can run live reports and drill down to transaction detail through Microsoft Excel, any web browser or a mobile device. And finally, come to learn about “DecisionPack.”

Convergence is a truly amazing customer experience. It is the perfect opportunity to make key business connections and to discover the full potential of Microsoft and Solver BI360 solutions!

Looking to Save Time and Money with Your Budgeting Process?

Just in time for the holidays…

Learn how to manage your budgeting process more effectively this year!
Watch our recorded webinar anytime that is convenient for you! Click here to see BI360 in Action, and see a demonstration of creating budgets and automated workflow process for approvals and discussions. BI360 Planning has out-of-the-box integration to Microsoft Dynamics, Sage, and Intacct, as well as other ERPs.
See Live Examples:

  • Budgeting – Payroll, Capital, Project, Cashflow, Departmental
  • Forecasting – Rolling Forecast, Quarterly Forecast, Sales Forecast
  • Drive efficiencies with collaborative planning, budgeting and sales forecasting that enable dialogue and analysis
  • Microsoft SQL Server-based data warehousing that combines financials, payroll data and patient data
  • Drive efficiencies with collaborative planning, budgeting and sales forecasting that enable dialogue and analysis

Some of the Benefits of BI360 Planning include:

  • Excel-based
  • Drag and Drop planning and budget form design
  • GL + Detail Budgeting
  • Built-in ‘budgeting logic’
  • Spreading, copy history, apply trends, line item detail, comments
  • Bottom-up and Top-down budgeting
  • Ideal Forecaster Replacement

This is one hour of your time that will definitely pay off! Learn how to save money, streamline your budgeting process and gain complete insight into your business with BI360. Register here!

What an Amazing Focus 2013!

We just wrapped our first-ever user conference in Santa Monica, and it was absolutely incredible. We had such a great turnout. In fact, we sold out! We called our user conference BI360 Focus 2013, and it was a great forum for our customers to come together and network with industry leaders, learn from each other, and listen to some great insights from BI360 experts.
One of the highlights of the event was our awards night. We had the privilege of honoring several of our top customers in various categories, including:

  • Andra AP-fonden, Top International Customer
  • Regency Lighting, Top U.S. Customer
  • Alzheimer’s Association, Top Not-for-Profit Customer
  • Blackhawk Network, Top Corporate Customer
  • Casey Family Programs, Appreciation for Solver Loyalty
  • Desert Schools Federal Credit Union, Top Customer on GP
  • Kuvera Partners, BI360 Trailblazer
  • Kumon, Top Customer on AX
  • Logix Federal Credit Union, Customer Evangelist
  • Logix Federal Credit Union, Best Budget Model
  • MidCountry Financial, Appreciation for Solver Loyalty
  • Quality Technology Services, Best Data Warehouse Operational Modeling Solutions
  • The Seattle Times Newspaper, Most Creative Use of Reporting
  • Texas Association of Counties, Top Public Sector Customer
  • Mobilex USA (A Trident USA Health Services subsidiary), Top Customer on Sage 500

We value our relationships with our customers above all else, so it was really an exciting opportunity to recognize their achievements. Of course, it wasn’t all workshops and ceremonies. Focus 2013 was held beautiful Santa Monica and featured volleyball and other fun activities as well! For those who attended, we hope to see you again next year, and for those who missed it, we hope you’ll attend in 2014!

Join Solver at GPUG Summit 2013

Join Solver and hundreds of Microsoft Dynamics® GP users at GPUG Summit 2013, October 22-25, in Tampa, Fla. (http://GPugsummit.com)! Solver is a proud sponsor and will be at the expo hall at booth #535, where they will demonstrate BI360, the most complete Business Intelligence suite for GP. GPUG Summit is exclusively for Dynamics GP users, and attendees will benefit from:

• Meeting many of the members from the Solver BI360 team and learn about our new web portal for GP reporting and the BI360 roadmap for 2014
• More than 200 interactive breakout sessions, most led by fellow Dynamics GP users, which provide many opportunities for group discussion… Arrive with questions and leave with answers and solutions
• Distinct learning tracks—ranging from Finance and Reporting to Manufacturing and Supply Chain Management—so you can focus on what’s most important to you
• Plentiful opportunities to network, interact with and learn from others who use Dynamics GP every day.
• Stirring keynote presentations that will inspire you to accomplish great things
• Optional activities, such as pre-conference training through GPUG Academy, to get the most from your GPUG Summit experience.

Why Attend GPUG Summit?
We recognize that GPUG Summit 2013 is one of several Dynamics GP conferences, but there are several reasons you should consider attending:

• It’s the only Dynamics GP conference designed and led by users, for users…Every attendee is focused on Dynamics GP; learn how they’ve overcome the challenges you face every day.
• See BI360 in action! Discover how our Business Intelligence suite gives you complete insight into your business.
• Join the many informative sessions for GP users, including the sponsor session being presented by Solver:

• “Revolutionize your Reporting and Budgeting for Dynamics GP with BI360
• Speaker: Manish Bansal, Vice President of Sales
• Date: October 24, 2013
• Time: 9:30 – 10:30 AM
For a complete list of all sessions, click here.

This is a fantastic opportunity for all GP users, don’t miss out! We hope to see you there!

Register today!

Join Solver at AX Summit, the Most Exclusive Event for AX Users

Join Solver and hundreds of Microsoft Dynamics® AX users at AXUG Summit 2013, October 22-25, in Tampa, Fla. (http://axugsummit.com)! Solver is a Gold sponsor and can be found at the expo hall at booth #535 and exhibiting the most complete Business Intelligence suite for AX, Solver’s BI360.  AXUG Summit is the event exclusively for Dynamics AX users. Attendees will benefit from.

• Meet many of the members from the Solver BI360 team and learn about our new web portal for AX reporting and the BI360 roadmap for 2014!
• More than 200 interactive breakout sessions, most led by fellow Dynamics AX users, which provide many opportunities for group discussion… Arrive with questions and leave with answers and solutions!
Distinct learning tracks—ranging from Finance and Reporting to Manufacturing and Supply Chain Management—so you can focus on what’s most important to you.
• Plentiful opportunities to network, interact with and learn from others who use Dynamics AX every day.
• Stirring keynote presentations that will inspire you to accomplish great things.
• Optional activities, such as pre-conference training through AXUG Academy, to get the most from your AXUG Summit experience.
Why Attend AXUG Summit?
We recognize that AXUG Summit 2013 is just one of several Dynamics AX conferences you may be considering attending. So why choose AXUG Summit?

• It’s the only Dynamics AX conference designed and led by users, for users… Every attendee is focused on Dynamics AX; learn how they’ve overcome the challenges you face every day.
• See BI360 in action! Discover how our Business Intelligence suite gives you complete insight into your business.
• Join the many informative sessions for AX users, including the sponsor session being presented by Solver:

• “Revolutionize your Reporting and Budgeting for Dynamics AX with BI360
•  Speaker: Nils Rasmussen, CEO
•  Date: Thursday, October 24, 2013
•  Time: 9:15 – 10:15 AM
•  Venue: CC-17

This a a fantastic opportunity for all AX users, don’t miss out! We hope to see you there!

Register today!

 

3 Reasons to Visit Solver at Convergence 2013

This year’s Microsoft Convergence is in New Orleans from March 18-21. More than just a great time, Convergence is where opportunity and innovation meet to deliver real business value. This year, Solver is a proud gold sponsor.

In addition to demonstrating our new and powerful BI360 modules for web reporting, dashboards and enterprise collaboration for Microsoft Dynamics, we’re offering 3 additional reasons to visit our booth (#2037):
1. Special Convergence Discount!
This year we are offering a special discount for stopping by our booth. To qualify, get scanned or leave your business at our booth. Winners will receive a 15% Discount on all BI360 modules (offer not available for SaaS or on top of existing discounts), offer valid until Friday, June 28th.
2. Win an iPad Mini!
Stop by our booth for a chance to win one of 3 iPad Minis! Winners will be selected at random and announced following Microsoft Convergence 2013!
3. A Chance to Connect with Solver and see BI360 in Action!
See the exciting new modules for BI360, and meet Solver developers, consultants and account managers.

So don’t forget to stop by the booth and say hello. We can’t wait to see you there!

Factors to Consider When Evaluating Budgeting Software – Cost / Benefit Analysis (Part 2)

As a selection tool, a cost / benefit analysis helps you focus on the most suitable category of software, rather than trying to differentiate between similar budgeting solutions. For example, it can help you find out if your needs are better served by:
*
  • High-end or low-end software
  • SQL-based or OLAP based software
  • Web-based or standard client-server software

In addition to helping to distinguish between different software categories, a cost / benefit analysis can help you decide whether to stay with what you have or make a new software acquisition.

If you were to look at a range of companies using the different budgeting packages on the market, you would see that their levels of satisfactions range from highly satisfied to dissatisfied. Finding success with a particular solution is dependent on several factors:

  • Software features
  • Skills and involvement of key employees
  • Long term support and software upgrades from the software vendor

In the software selection phase, matching the organizational needs and constraints with software features is essential for success. One of the best ways to do this is to devise a list that weighs the benefits against costs. (See below)

A cost / benefit analysis table can become rather subjective because it is hard to assign a value of intangible items. However, because each item is weighted, it usually provides a better indication than simply drawing up a list of pros and cons with no assigned values.

Note: Scoring from 10 to -10 for each item, where 10 is the highest score and -10 is the lowest score. A total score above 0 shows that the company most likely will achieve an overall benefit by purchasing the new software.

To help you in your search for budgeting software that best fits your organization, our solution BI360 Planning can be viewed anytime in a recorded webinar  “Looking to Take Away the Pain of this Year’s Budgeting Process?“. Following the webinar, if you should need any additional information or would like to request a live demonstration email us: info@solverusa.com.

 

Looking to Take Away the Pain of this Year’s Budgeting Process?

It’s almost that time again! For many of youBI360 budgeting season  is almost here, it’s a perfect time to ease the burden and dramatically reduce budgeting and forecasting cycle times. Automating your budgeting process allows you to make faster, more informed decisions.

View our recorded webinar and see BI360 Planning in action now! See a live demonstration of creating budgets and automated work flow process for approvals and discussions.

See Live Examples:

Budgeting – Payroll, Capital, Project, Cash flow, Departmental

Forecasting – Rolling Forecast, Quarterly Forecast, Sales Forecast

Reporting– Variance Reporting, Reporting with Comments, Consolidated Budget Reporting

Some of the benefits of BI360 Planning include:

  • Excel-based
  • Ideal Forecaster replacement
  • Fast implementation with out-of-the-box integration to Microsoft Dynamics, Sage, and Prophet 21, as well as other ERPs
  • Drag and Drop planning and budget form design
  • GL + Detail Budgeting
  • Built-in ‘budgeting logic’
    • Spreading, copy history, apply trends, line item detail, comments
    • Bottom-up and Top-down budgeting