Hanna Kim
Data Warehousing for Manufacturing Companies Using Sage 100

This article will zoom in on the impact of a data warehouse solution for manufacturing companies using Sage 100.

DW for Sage 300

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Corporations use data to set and meet goals in order to stay on budget. A data warehouse is a powerful tool to organize and strengthen Business Intelligence (BI) analyses. A data warehouse (DW) is a multi-dimensional database that can store a large amount of data, collected from an array of sources within a company and utilized to guide management decisions. The information in data warehouses can be used for things such as scheduled budgeting, reporting, and dashboards or higher level performance data questions. They structure around the subject, so they focus the interaction through organizing by topic such as customer, product, or sales. As a manufacturing company using Sage 100, you may want to know the impact a data warehouse solution has for your company.

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Hanna Kim
Budgeting for Professional Sports Organizations Using Dynamics GP

This article zooms in on budgeting solutions for professional sports organizations using Dynamics GP, with a focus on planning processes.

 

How do you budget for your company? Microsoft Excel might be the go-to software
for finance departments, but Excel isn’t meant to handle planning for organizations of a bigger size, like professional sports teams. More Dynamics GP customers are choosing independent software vendor (ISV) budgeting tools for updating and enhancing their planning processes. Modern third party solutions streamline budgeting and forecasting by focusing in on secure teamwork. This article will discuss the impact of modern ISV budgeting tools, so your professional sports team can build modern planning processes with Dynamics GP.

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Hanna Kim
Sage BI Versus Third Party Reporting and Budgeting Solutions

This article will discuss the benefits and drawbacks of Sage Business Intelligence and Third Party Solutions.


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Choosing the right Business Intelligence (BI) solution for your company is a lot like choosing what you need to eat for a healthier lifestyle. Is your company lacking nutrition? What does it need to help that problem and make better decisions? BI is an exciting realm to delve into because it does a number of things. It gives insight into consumer behavior, it improves efficiency, it increases productivity, and it turns data into actionable information. According to Gartner, the world’s leading Information Technology (IT) research company, BI is defined as “an umbrella term that include the applications, infrastructure and tools, and best practices that enable access to and analysis of information to improve and optimize decisions and performance.” The objective is to provide organizations the right knowledge in the hands of the right people at the right time to make informed decisions. BI increases the ability to identify trends and challenges, as well as fine-tune operations to meet business goals.

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Nils Rasmussen
With Management Reporter riding into the Sunset, what is next?

As many Management Reporter (MR) customers and partners have now heard, there were two announcements from Microsoft in the past few weeks about the future of Management Reporter: one was at the Amplify conference in Anaheim, California on Sunday, May 22 last month, and the other was in writing and can be found here. This blog is a follow up to the first one, written after the Amplify conference, but now with more information available from Microsoft.

For people that like to analyze and read between the lines in vendor announcements, you can read into what is meant with “no major enhancements (of MR for GP)”. For anyone that has been in the software industry for a while, it typically means one thing: MR is going on life support, but there will be bug fixes and maybe some small improvements as well as the typical 10 years of support that Microsoft often offers on major products that are being sunset.

What about MR for Dynamics GP (whose team the recent MR announcement came from) vs Dynamics SL and Dynamics AX? The recent MR announcement came from the GP team, so the slowdown of MR development there is confirmed. Now, MR supposedly has the same engine, albeit different integrations, regardless of it being AX, GP or SL, so it would be quite strange if there would be full development of deep MR functionality (not talking User Interface here) for AX, but not for GP. However, that is just speculation and for sure there will be someone taking care of MR, at least for AX 7/cloud and maybe later AX updates. So, let’s leave that door open as AX in the cloud is a very high priority for Microsoft.

And, it is a known fact that SL has a smaller customer base than GP and thus, less resources behind it, so although there has not been any MR announcements from the SL team, it would be very strange if MR’s destiny is not the same there as it is for GP customers using MR.

What about Dynamics NAV? Microsoft tried to use MR on NAV for a while, but it was discontinued a while back because MR really did not work well on NAV’s multi-dimensional database, and NAV customers moved on and today, use the native NAV report writer or ISVs, like Jet Reports and BI360.

However, Dynamics customers have many choices, probably more than most ERP systems on the market, and reporting and CPM vendors are as usual standing ready to help the customers to greener pastures when they decide the time is right to move off MR.

With that said, while existing customers that are completely happy with MR can easily stay the course with MR for a while, new customers should then decide if it is worth the risk to invest time and money in MR report writing or if they should implement a closely integrated ISV product that does the same as MR and maybe more, like reporting on both GL and sub-ledger data. There are several of these products, including BI360, BizNet, Jet Reports, Prophix and ZAP. Some of them using Excel and some using browser interfaces or both. As with any type of ISV product in the ERP space, the goal of an ISV is to stay relevant and grow by always staying ahead of the ERP vendor’s own functionality, which is often free and embedded, like you will see with MR for AX on Azure.

So, let’s assume that MR has reached its retirement age for all or most of the Dynamics ERPs and is now moving into the retirement home to enjoy the rest of its life there, with “minor releases.” What is next from Microsoft? Are they going to ignore the need for financial reporting? Are they going to look beyond MR’s limitation to only report on GL data? What about budgeting features or embedded visualizations?

Let’s make some educated guesses about the alternatives Microsoft may be thinking about for financial reporting and corporate performance management (CPM). Here are some potential options (not in order of likelihood):

Option 1:

Microsoft can change their strategy on MR and rebuild it into a modern, non-proprietary, cloud friendly report writer and try to expand it into also reporting on sub-ledgers, so customers don’t need to use two or more report writers for their different ERP reporting requirements.

Option 2:

Microsoft can keep MR on life support until they launch a brand new tool. Who knows, maybe they are in stealth mode and already working on something related to expansion of Power BI into a more full-fledged combined BI and CPM tool?

Option 3:

Microsoft can acquire a CPM vendor. It would then be likely be a modern, cloud-based tool since Microsoft is extremely focused on the cloud in almost all regards these days.

Option 4:

Microsoft can develop partnerships with financial reporting or full-fledged CPM vendors while they figure out the future, which again will likely be #2 or #3 above, or they may lean on their ISV channel for the longer term.

Ultimately, Microsoft knows that they will need a good reporting and budgeting tool for AX Cloud, Madeira and NAV, as these three ERPs seems to be what they bet their long term cloud and on-premise presence on.

In the meantime, Microsoft Dynamics AX, NAV, GP and SL customers probably have the best ISV community of any their ERP competitors, so there are plenty of pre-integrated third party solutions ready to take Microsoft Dynamics’ financial reporting to the next level. What that next level is can be food for thought in a future blog.

Hanna Kim
Best Report Writers for Microsoft Dynamics Users Using Management Reporter

This article will focus on Management Reporter (MR) and the options for investing in a new reporting tool.

Management Reporter

Management Reporter (MR) is an interactive reporting application that was designed for business professionals that can use the application to create, share, maintain, and view their financial statements. Microsoft offers MR for their ERP customers as a native General Ledger (GL) report writer in Dynamics AX, GP, and SL, almost aided by the more technical reporting tool, SQL Server Reporting Services (SSRS) to solve ERP reporting problems. If you attended Microsoft’s Amplify conference in May this year, you probably have heard that MR will no longer have any major releases, but rather go into maintenance mode with only minor updates. In other words, the product is clearly heading for the sunset. Many companies who have used MR and its predecessor, FRx, are already looking for an alternative. This blog article will zoom in on the concerns regarding the impact of this change and the solutions to these concerns.

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Hanna Kim
Best Report Writers for Sage 100

This article focuses on modern features and functionalities for financial reporting, so you have a better understanding of what to look for when seeking a tool to improve your experience with Sage 100.

Trend in Business Intelligence for H2 2015

Photo taken from Shutterstock.

In today’s data-driven world, your organization needs a powerful financial reporting tool to help you stay competitive in your industry.  In this article, I will explore the Business Intelligence (BI) options you have for software, specifically looking at feature and functions, so you can select the best reporting tool to navigate your organization-specific issues in managing and analyzing your data as a Sage 100 user.

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Nils Rasmussen
End of development for Microsoft’s Forecaster and Management Reporter tools – now what?

Recently, in two separate announcements, Microsoft has stated that they will no longer develop their Forecaster budgeting tool and their Management Reporter financial report writer. How does this impact the almost 200,000 Dynamics AX, GP, SL and NAV customers out there? Is it a bad thing or may it be a smart move by Microsoft?

To take Dynamics NAV first, Management Reporter has not supported NAV for a while and most customers look to best-of-breed third party solutions with a live NAV integration, such as the Excel-based report writers like BI360 (www.solverglobal.com) and Jet Reports (www.jetreports.com).

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Hanna Kim
Not-for-Profit Financial Reporting and Roll-ups with Dynamics GP

This article focuses on financial reporting and roll-up solutions for not-for-profit organizations utilizing Microsoft Dynamics GP.

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Financial reporting and consolidations can mean different things to different people. Many larger Microsoft Dynamics GP not-for-profit customers are managing the finances of a parent organization with multiple locations rolling up to it. First things first, let’s define financial roll-ups or ‘consolidations’ as it is typically called in the corporate world. It can simply mean that an organization is combining data from multiple locations either as part of the planning process or for reporting purposes. It can also mean a lot more than just combining data. Financial consolidation is the process of aggregating transactional data from several departments and from multiple business entities within a company for the parent company. In these cases, simply combining data can be complex for multiple reasons. For instance, legal entities can have different charts of accounts or fiscal years. They may also be partially owned. This article will explore the elements and functionalities of financial consolidation for your non-profit organization using Microsoft Dynamics GP.

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Matthew Felzke
Building a Best-of-Breed Business Intelligence Solution for Sage 500

This article discusses independent software vendor tools that will turbo-charge data management and analyses for Sage 500 users wanting to build a best-of-breed solution.

Some Sage 500 users will probably always wonder why they would want or need to deploy independent software vendor (ISV) tool(s) on top of their accounting system.  This confusion is perhaps an obstacle for ISVs and a concern for some Sage 500 users.  There are a couple of clarifications that seem to organically come out of the conversation.  First, no ISV can create a tool that can be a solution for every single organizational hurdle.  A great example would be how competitive mobile device brands, like Apple or Android, provide their own native mapping applications, but still allow you to download an app from another manufacturer, which is similar to modern flexible enterprise resource planning (ERP) systems, like Sage 500.  Because every organization using Sage 500 has particular objectives, specific budgeting requirements, and rules, the accounting system vary in how effective it is for each company.  ISV technologies enable organizations to customize their data management and analytics.

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Matthew Felzke
Data Warehousing for Professional Services with Dynamics AX

In this article, data warehouses for Professional Services organizations will take center stage, with a focus on expanding Microsoft Dynamics AX analytical processes.

Data is increasingly more important in today’s business world, perhaps especially for Professional Services organizations.  As data informs decision-making at all levels, Professional Services organizations are striving to stay on budget and on track with projects, vendors, clients, and so forth, a data warehouse can be positively impactful in supporting Business Intelligence (BI) analyses.  If you’re new to data warehousing as a solution, you might have some questions.  This article will go about answering your questions about data warehousing as a Professional Services organization using Microsoft Dynamics AX.

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