Innovate Your Reporting Part 1: “Playlists”

Continue reading

Matthew Felzke
Enabling World-class Decisions in 2018 with Innovative Corporate Performance Management Technology

This article will discuss what’s at stake in terms of how you leverage diverse company data types to enable optimized decision-making in 2018.

Continue reading

Hanna Kim
Using Corporate Performance Management for Digital Transformation: Optimizing Operations and Transforming Products and Services, Part 2

The blog article is the second entry in the series about using Corporate Performance Management (CPM) for digital transformation.

Continue reading

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.

Continue reading

Matthew Felzke
Cloud CPM vs Business Intelligence

Image taken from Shutterstock

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.

Continue reading

Daniel Havey
Best Corporate Performance Management Tools for Credit Unions

This article will focus on how what you should be looking for in the Best Performance Management Tools for Credit Unions.  

 

scorecard

What is Corporate Performance Management?  According to the Harvard Business School, performance measurement focuses on four main areas:

  • Communicate with external investors to ensure that a firms’ securities are fairly priced and that they are able to access capital
  • Measure and Evaluate a firms’ economic performance
  • Improve resource allocation and strategy implementation within a firm
  • Build Accountability for performance through effective external and internal governance

The emphasis of this article will be on improving resource allocation and strategy implementation, specifically for Credit Unions.  Though Credit Unions have evolved over time, their basic function is to take in deposits and reinvest those funds back into the community in the form of loans for such things as houses, cars, education, and infrastructure. Continue reading

Hanna Kim
Cloud Reporting for Dynamics 365 for Finance and Operations Business Edition

In this article, financial reporting solutions for organizations utilizing Dynamics 365 for Finance and Operations, Business Edition will take center stage, so you can make the best software investment.

 

Image taken Shutterstock.

Image taken Shutterstock.

Last November, Microsoft took the wraps off of Microsoft Dynamics 365. It combines Dynamics customer relationship management (CRM) and enterprise resource planning (ERP) solutions into one integrated cloud product offering. As many of you know, there are two versions of Microsoft Dynamics 365. One, the Business Edition, is the lower end version based on the Dynamics NAV product in its structure. The higher end version, Enterprise Edition, is based on Dynamics AX and is designed for the higher end of the market. Both are architected for and deployed in the Microsoft Azure cloud, and it’s managed and hosted by Microsoft. This article will cover financial reporting tools for your company using Dynamics 365, Business Edition. Continue reading

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.

Continue reading