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

Daniel Havey
Don’t Let Hackers Cloud Your Vision of Corporate Performance Management

This article will focus on Cloud-Based analytics for Banks in the Era of Data Hackers.

 

Image taken from Pixabay.

Image taken from Pixabay.

Getting to know all about you – A $1 Billion Credit Union recently approached me wanting to know my methodology to Corporate Performance Management (CPM) before they wanted to see a product demonstration.  Their ultimate goal is to have me perform a Data Analytics Assessment to see how good their current CPM process is before recommending any improvements. Continue reading

Daniel Havey
Enterprise Budgeting on Cloud for Banks

This article will focus on the Enterprise Budgeting on Cloud for Banks.

dashboard benchmarkingThe Cloud is coming!  Are you prepared?  I read a story once about a land that was going through a drought, famine, and warfare.  After a momentous battle, a leader told one of his lieutenants, “Go up now, look toward the sea.” So the lieutenant went up and looked and said, “There is nothing.”  And the leader said, “Go back” seven times. Continue reading

Daniel Havey
Cloud-Based Enterprise Reporting for Banks

This article will focus on the Cloud-Based Enterprise Reporting for Banks.

BNKBenchmarkDashboardWhat is Enterprise Reporting?  In the past, Business Intelligence (BI) was limited to the office of Finance and typically with a key focus on Financial, Planning & Analysis (FP&A).  With the advent of Enterprise Reporting, BI is now being extending beyond the scope of IT staff, business analysts, and power users.  Enterprise reporting is enabling anyone who impacts the bank – city executives, branch managers, loan & deposit analysts, and customer-facing staff – to have immediate access to the vital information they need to most productively perform their jobs. Continue reading

Daniel Havey
Top Cloud-based Reporting Tools for Banks

This article will focus on the Top Cloud-based Reporting Tools for Banks.

 

Top Cloud-based Reporting Tools for Banks

Why was Dick Tracy’s watch so cool?  Dick Tracy was the main character of a comic strip that started in 1931.  He was a police detective that used forensic science, advanced gadgetry, and wits to catch the bad guys.  This series was the beginning of today’s police procedural mystery stories—although the Dick Tracy stories often ended in gunfights just the same. His stories typically follow a criminal committing a crime and Tracy’s relentless pursuit of the criminal.

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Daniel Havey
Cloud-based BI Solutions for Banking

This article will focus on Cloud-based Business Intelligence Solutions for Banking.

 

bank dashboardWhy do I love my iPod Classic? – I got my 80GB iPod Classic around 2007.  I was able to load all 14,000 songs from my library onto it.  I created several playlists that helped me organize the songs.  One playlist consisted of heavy metal that got me amped up before going to the gym.  Another playlist contained acoustic folk songs that were for the morning after a late night of fun. Continue reading

Hanna Kim
Dashboards for Media Organizations Using Dynamics GP

This article discusses dashboard solutions for media organizations that are seeking to enhance their Microsoft Dynamics GP data analyses.

mediadashboard

Whether your organization focuses on television, radio, the Internet or a different medium, a complete dashboard solution would be an effective way to ensure your company meets the demands of the digital disruption. Data visualizations provide easily digestible and accessible data analyses with charts, graphs, and scorecards that spotlight trends, successes, and challenges employing key performance indicators (KPIs) and your data to inform management decision-making for a department, a project, and/or the entire company.

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Matthew Felzke
Business Intelligence for Sage 100

In this article, we’ll explore what Business Intelligence solutions can do to help you achieve a best-of-breed Sage 100 experience that drives smarter organizational decision-making.

The modern business world moves at such a pace that it is imperative that our tools be accessible and flexible for our analytical processes.  Mobile applications are just one example of how independent software vendors (ISVs) are delivering Business Intelligence (BI) tools that speak to consumer needs for financial reporting, data management, and analytics for Sage 100 users.  Today, you should be investing in BI technology that is nothing short of the flexibility you require, in terms of how you get to your transactional and operational information for more streamlined, smarter decision-making, regardless of where you are working.  Third party software vendors are bringing flexible BI solutions to market for an upgraded, modern end user experience.

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Hanna Kim
Budgeting for Manufacturing Companies with Sage 100

This article will discuss budgeting solutions that can expand your Manufacturing planning processes with Sage 100.

It is becoming clear today that Business Intelligence (BI) analytics tools are becoming more important as it is the way to turn important data into dynamic decision-making for the future of the organization. There are various software choices that can assist manufacturing companies using the Sage 100 enterprise resource planning (ERP) system in taking their budgeting to the next level, whether you choose to design your own model in Excel, rely on native Sage functionality, or select an independent software vendor (ISV) tool. This article will focus on the top features and functions in modern budgeting software that will impact the way you manage and analyze data for your manufacturing company.

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Matthew Felzke
Budgeting for Manufacturing and Distribution Companies using Microsoft Dynamics NAV

This article discusses budgeting and forecasting solutions for Manufacturing and Distribution companies using Microsoft Dynamics NAV, zooming in on features and functionalities.

Whether you’re putting together a budget, a forecast, or a what-if scenario for your organization, they all entail historical actuals and projections, so you can plan for managing your specific manufacturing or distribution corporation, maneuvering around obstacles and seizing opportunities in the upcoming period.  There are a plethora of software options for manufacturing and distribution organizations relying on Dynamics NAV that can expand your planning processes, whether you craft your own budgeting solution, rely on native Dynamics NAV functions, or opt for an independent software vendor (ISV) solution.  This article will discuss your best options for today’s budgeting, forecasting, and modeling demands, specifically to meet your manufacturing or distribution planning objectives with Microsoft Dynamics NAV.

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