Matthew Felzke
Manufacturing and Distribution Dashboards for Microsoft Dynamics AX

Today’s dynamic, business user friendly dashboard solutions are expanding the Microsoft Dynamics AX data management and analytical experience for Manufacturing and Distribution companies.

Dashboards, dashboards, dashboards.  I feel like every time I turn around, I’m hearing about some kind of dashboard – and that is especially true in the Business Intelligence (BI) realm.  This is probably because they are such a popular investment for executives, especially with their accessible, digestible data visualizations.  Dashboards deliver quick and easy analytics for the fast pace of business decision-making.  Also known as data visualizations, dashboards come in the form of charts, graphs, and scorecards that illustrate your data in trajectories, challenges, and opportunities through key performance indicators (KPIs) for projects, departments, and/or the entire company.

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Matthew Felzke
Not-for-Profit Budgeting with Intacct

This article discusses modern budgeting and forecasting solutions for non-profit organizations, zooming in on premier feature and functionality offerings to expand your Intacct experience.

Budgeting is such an important process, regardless of whether you’re doing financial planning in your personal life or full-scale organizational budgets and forecasts.  For non-profit organizations, budgeting can be the exact reason you are able to live within your means, surviving to continue providing what the community needs.  When recently speaking to non-profit budgeting contributors, I discovered that one of the biggest hurdles is the technology they are using to respond to today’s complex planning demands.  Excel might be perfect for a household budget, but performs subpar for any organization of a healthy size.  If you’re reading this article, you’re probably looking at independent software vendor (ISV) budgeting tools that can bring together your historical Intacct actuals and/or maybe information from another system, like payroll from ADP, to simplify and upgrade your planning processes.  Modern planning software delivers secure collaboration for your budgeting and forecasting tasks, which streamlines the requisite teamwork, so that you can successfully live within your organization’s means.

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Matthew Felzke
Retail Data Warehousing for Microsoft Dynamics NAV

In this article, data warehousing will be discussed, both generally and specifically, for retail organizations who are looking to expand their Microsoft Dynamics NAV experience.

In the fast lane that is business today, maybe especially for retail companies, data is vital.  Since data drives decisions, retail organizations are making plans to stay on track and on budget with their customers, stores, vendors, management, etc. – and data warehousing can be really effective in organizing and empowering stronger Business Intelligence (BI) analytics.  Like most software, if you aren’t familiar with it, you likely have questions.  In this article, I’ll answer frequently asked questions about data warehouse solutions for retail companies using Microsoft Dynamics NAV.

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Matthew Felzke
Retail Data Warehousing for Microsoft Dynamics AX

This article covers data warehouse solutions, both in general and in specific for retail companies who are seeking to expand their Microsoft Dynamics AX analytics.

In today’s fast-paced business world, perhaps especially for retail corporations, data is essential.  Because data is driving decision-making, retail companies are strategizing to stay on budget and on track with their stores, customers, vendors, managers, and so on – and a data warehouse can be really impactful in supporting Business Intelligence (BI) analyses.  As with most technology, if you aren’t already using a modern offering, you probably have questions.  This article will go about answering the most common questions you might have about data warehousing with Microsoft Dynamics AX for your retail company.

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Matthew Felzke
Non-profit Dashboards for Intacct

In this article, non-profit organizations will get a better understanding of the dashboard software options they have to expand their Intacct data analytics.

Whether you call them dashboards or something along the lines of data visualizations, graphical scorecards, or charts, they’re ubiquitous these days.  This is likely because they are a top software priority for executives, according to Gartner’s recent study on Financial Executive International CFO Technology.  Because we are always seemingly at a breakneck pace in business, we need quickly accessible and digestible data analytics.  Dashboards or data visualizations deliver exactly that – graphs, scorecards, and charts that illustrate trajectories, opportunities, and challenges through data and key performance indicators (KPIs) to better manage a project, a department, or the entire organization.

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Matthew Felzke
Data Warehousing for Professional Services with Acumatica

This article covers data warehousing, both generally and more specifically for Professional Services organizations who are looking to expand their Acumatica analytics.

In the business culture of today, maybe particularly for Professional Services companies, data is king.  Since data drives decision-making, and Professional Services teams are working smartly to stay on track and on budget with clients, projects, vendors, and so forth, data warehousing can be really effective to support Business Intelligence (BI) analytical tasks.  When I first learned about a data warehouse as a solution, I had questions, so you might as well.  In this article, I’ll go about providing the answers you need about data warehousing with Acumatica for your Professional Services organization.

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Matthew Felzke
Budgeting and Forecasting Tools for Intacct

In this article, we’ll explore today’s budgeting and forecasting tool options, focusing on the best features and functions to improve your Intacct planning experience.

Yesterday, I went to a financial advising meeting, and I didn’t cringe or feel sick when they asked me for a personal monthly budget, so while I celebrated my own progress, I still cannot say that budgeting has ever been an exciting responsibility for me.  And in discussing organizational budgeting with finance professionals, it’s not much different in the business world, particularly with software that is limited in handling the modern complexities of planning.  Excel serves me adequately with my household budget, but is not sufficient for any healthy-sized company.  If you clicked on this article, you’re likely interested in finding third party budgeting software that brings your historical Intacct information and/or perhaps data from a payroll program like ADP to streamline and expedite your planning tasks.  Today’s planning tools offer secure paths to collaborating on budgeting and forecasting, which simplifies the teamwork required to live within our organizational means.

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Matthew Felzke
Cash Flow Budgeting and Forecasting

In this article, cash flow budgeting and forecasting will take center stage, with a spotlight on why this particular planning process is helpful to CFOs and companies in today’s business culture.

This blog has covered different aspects of financial planning for different enterprise resource planning (ERP) systems and different industries.  Cash flow budgeting and forecasting are a couple of processes that zoom in on your actual cash money, specifically in terms of payments going out for payroll and debtors and the cash coming in from customers.  In other words, a cash flow budget showcases a company’s monthly capital requirement.  And unlike the more traditional operational and transactional budgeting, cash flow budgets are a little bit more complex because there are more unknown figures to calculate and analyze.  This article will zoom in on the process, so you can understand more about the ins and outs, as well as the benefits for your company.

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Matthew Felzke
Dashboards for Intacct

This article will look at the best options Intacct customers have for powerful, modern dashboard software to upgrade your analytics for business end users at all levels.

Dashboards, data visualizations, graphical scorecards, charts.  Whatever you call them, they’re everywhere.  And that’s because they are a top priority for financial executives, according to a Gartner study on Financial Executive International CFO Technology.  It probably makes sense to you.  Amidst the fast pace of the business world today, all members of our teams need easy-to-read, quickly accessible data analyses.  Dashboards or data visualizations are charts, graphs, and scorecards that demonstrate data trends, successes, and challenges, employing key performance indicators (KPIs), for management of a project, a department, or the entire company.

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Matthew Felzke
Budgeting and Forecasting for Acumatica

This article will discuss your options for modern budgeting and forecasting software, zooming in on premier features and functionalities for Acumatica customers.

I’m getting better at planning and more specifically, budgeting in my personal life, but it has never been an enjoyable experience for me.  With this personal development experience and talking to plenty of finance professionals, I can fully understand why financial planning processes in the business world can be tedious, especially with limited tools to address complex budgets.  Excel might serve me just fine for a simple household budget, but falls short for any organization of a healthy size.  If you’re reading this, you’re probably shopping for third party budgeting software that pulls historical data from Acumatica and maybe a payroll system like ADP to simplify and turbo-charge your planning processes.  Modern budgeting and forecasting software provide secure ways to collaborate on planning processes, which streamlines the typically team-oriented task to live within a company’s means.

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