Matthew Felzke
Cloud Budgeting for Microsoft Dynamics GP

This article will zoom in on your options for modern, robust budgeting in the cloud for Microsoft Dynamics GP.  Continue reading

Matthew Felzke
The Migration to Dynamics 365: How Corporate Performance Management Tools Can Help

Dynamics 365 X CPMThis article will discuss what a lot of Dynamics users are either approaching or already dealing with: the migration to Dynamics 365. Here’s how corporate performance Management (CPM) tools can help.

We have written about the topic of the enterprise technology evolution, moving to the cloud specifically, several times now, and this blog will continue to cover the related intricacies. Microsoft Dynamics 365 for Finance and Operations, both Business and Enterprise editions, are seemingly the destination for at least current users of on-premises Dynamics GP, SL, NAV and AX products. Unfortunately, that journey is not just a flip of the switch. It is more than just moving data over because your data source is the thing you are replacing. This article will discuss the ins and outs of transitioning to Microsoft Dynamics 365 and how corporate performance management (CPM) can help, with their autonomous databases to store your historical data, and financial reporting and budgeting applications.

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Matthew Felzke
Focus 2017: Another Record-Breaker in the Books

award winnerThis article will recap all of the details from Focus 2017, the 5th annual user conference for BI360 customers and partners.

And just like that, Focus 2017 has come and gone. For the planning committee at Solver, charged with the planning and execution of the 5th annual user conference for the community of BI360 customers and partners, it is bittersweet. To me, the best conferences can seem like summer camp for adult professionals, as you step out of your routine and your life to take up residence at a specific locale that is an all-inclusive on learning new skill sets, making new connections, and having fun. And Focus never disappoints in the context of this analogy. This is the fourth year I have attended the event, and it was such a joy to see familiar faces and share memories from past years with new faces at the ample networking opportunities. This blog entry will recap the highlights from this year’s Focus event.

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Matthew Felzke
Enterprise Technology Cloud Strategy with Reporting and Budgeting for Microsoft Dynamics

Image taken from Shutterstock.

Image taken from Shutterstock.

This article will discuss leveraging corporate performance management (CPM) solutions as a foundation for an enterprise technology cloud roadmap.

I find myself thinking about cloud technology all the time these days. And this is particularly peculiar when I zoom out and think about how I was an English major in college. However, cloud is permeating the culture – both popular and business – and I can’t help but think about how it is changing the way we store, manage, and leverage data. I have even seen memes on social media that make fun of the fact that we keep so many pictures – “for what?” is the punchline. The answer is because we can, and our massive and growing amount of data doesn’t bog down our devices because it is housed in the cloud. Beyond that though, in the business world, cloud as a platform follows the consumer marketplace trend of subscriptions to outsourced services as opposed to buying something outright. This is such a major shift in the business culture, and it creates a more efficient relationship in the context of technology management for both the vendor and the consumer. This article will explore the journey of transitioning reporting and budgeting solutions to the cloud – and suggest a starting place.

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Matthew Felzke
Cloud Budgeting for Acumatica

Image taken from Shutterstock

This article will discuss the options you have to achieve modern, rich budgeting in the cloud with Acumatica.

The leading cloud ERPs, like Acumatica and recently acquired Intacct, were ahead of the curve with their platforms – and we’re seeing the rest of the enterprise technologies race to join them in the new normal of cloud solutions. As you hit your stride in Q3, some of us in a new fiscal year, while others are starting the budgeting process for 2018, planning might be a central focus for you and your team. However, Acumatica cloud customers have not had many choices of true cloud budgeting tools in the past, where Adaptive Insights and Host Analytics have been mostly alone in the mid-market. The challenge has been limited integrations to Acumatica at a high cost. Now, new cloud solutions like BI360 Cloud are coming to the marketplace, both with better Acumatica integrations than the older cloud tools, more flexible budget form designers and a price level more suitable for the mid-market. This article will explore what to look for in a modern cloud budgeting solution for Acumatica users.

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Matthew Felzke
Power BI and Cloud CPM for Microsoft Dynamics ERPs

Power BI P&LThis article will discuss the power of combining the forces of cloud corporate performance management (CPM) and Microsoft Power BI for a true best-of-breed solution with Dynamics ERPs.

It’s hard to deny the popularity and buzz of Microsoft’s Power BI. It is the current shining star of enterprise technology, and with the brand power of Microsoft, it has made its way into a lot of companies’ portfolio of systems. It makes sense too: not only does the executive team want data visualizations, but cross departmentally, information workers of every type can access insight easily and quickly about the health of the organization or the progress of a project. However, dashboards, like charts, graphs, and scorecards, are just one form of reporting and can be limiting for certain teams.

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Matthew Felzke
IT as a Crucial Partner in Cloud and On-Premises CPM and Enterprise Technology Management

This article is an interview with Solver CIO Hadrian Knotz about the role of IT in managing cloud and on-premises technologies.

In this changing enterprise technology climate, I knew I wanted to sit down with an IT subject matter expert to learn how companies are managing applications and systems that reside either on-premises or in the cloud. The best person for the conversation is Hadrian Knotz, who is the CIO at Solver, Inc. and is, generally speaking, a gentleman and a scholar. Read on to learn about the challenges facing IT teams who are supporting the technology needs of organizations, big and small – and how these professionals are providing solutions. 

Felzke: Solver has recently launched BI360 Cloud, a cloud deployment Corporate Performance Management (CPM) suite offering, after years of success with the on-premises version of BI360. How have you seen technology management change since when you joined Solver and started leading that team?

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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

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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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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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