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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Hanna Kim
FOCUS 2017: What are your expectations?

This article will talk about what BI360 customers and partners can expect for BI360 Focus this late August.

solver_awards_2016-001Solver Global, along with its customers and partners, will come together in just a few weeks on Monday August 21, at the Hilton La Jolla Torrey Pines in San Diego, CA. The fifth annual BI360 customer and partner conference will be a space where we can share best practices, networking and hands-on learning opportunities to take your BI360 experience to the next level. This article will focus on the activities and experiences BI360 Focus attendees can expect this year.

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Matthew Felzke
Cloud Reporting for Dynamics 365 for Finance and Operations, Enterprise Edition

This article will focus on financial reporting tools for organizations using Dynamics 365 for Finance and Operations, Enterprise Edition, so you can invest in the right solution for your team.

This past November, Microsoft unveiled Microsoft Dynamics 365. Combining the Dynamics customer relationship management (CRM) and enterprise resource planning (ERP) offerings in one unified cloud-hosted solution, there are two versions of Microsoft Dynamics 365. The lower end version of the product is called the Business Edition and is based on Dynamics NAV as a framework. The Enterprise Edition is the higher end version, which is based on Dynamics AX and created for larger corporations in the top of the marketplace. Both are hosted by Microsoft and deployed in the Azure cloud. In this article, we will explore what you should look for in a financial reporting tool for your organization to use with Dynamics 365, Enterprise Edition.

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Hanna Kim
Cloud Data Warehouse for Acumatica

This article is about data warehouses (DWs) for organizations utilizing Acumatica so you can optimize your reporting capabilities by making the best software investment.

 

Image taken from Shutterstock.

Image taken from Shutterstock.

Have you ever set foot in a factory or a warehouse before? It’s usually a large space that is used as storage for goods. For companies, there has never been a better moment to increase productivity and lower costs. In a warehouse or factory, there is production support, opportunity to expand, packing and processing, saving time and money, and minimizing business risks. The benefits apply to data warehouses (DWs) as well. If you are starting to feel like you are wasting time and energy that can be used toward something else rather than analyzing and managing data with Microsoft Excel, DWs can help by removing tedious manual work and any errors. In this article, we will focus on Cloud DWs so you can make the most out of your Acumatica experience.

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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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Hanna Kim
Development Changes and Challenges for Cloud CPM

This article is an interview with Solver’s Chief Technology Officer (CTO) Mike Applegate about technology development and enterprise technology management in the Corporate Performance Management (CPM) realm.

 

mike_applegate

 

As many of you know, Solver launched BI360 to the cloud in June, so I decided to sit down with CTO Mike Applegate to discuss life after the cloud launch. Mike leads the product strategy and development team. With Mike’s knowledge and experience, this interview is a must-read for those interested in developing applications that are on-premises or cloud-hosted.
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Hanna Kim
Cloud Data Warehouse for Dynamics 365 for Finance and Operations Business Edition

This article focuses on data warehouses (DWs) for organizations utilizing Dynamics 365 for Finance and Operations, Business Edition so you can make the best software investment by optimizing your reporting capabilities.

 

dwCloudHow do you know if your company needs a data warehouse (DW)? The signs are clear. If you are beginning to feel like you are wasting energy and time due to manual processes as well as analyzing and managing data with a program such as Microsoft Excel, DWs can help immensely by eliminating errors and tedious manual work. If you’re in the Business Intelligence (BI) and Corporate Performance Management (CPM) world, you probably know that Microsoft launched a true cloud version of Microsoft Dynamics, Microsoft Dynamics 365, last November. This enterprise resource planning (ERP) system lets companies combine CRM tools, ERP, and Microsoft Office capabilities into the next generation of business applications. There are two different versions of Microsoft Dynamics 365. The Business Edition is the lower end version built off of the Dynamics NAV product, and the Enterprise Edition is the higher end version based on Dynamics AX. Both editions are created for and deployed in the Azure cloud, which is hosted and managed by Microsoft. This article will cover DWs for your organization using Dynamics 365, Business Edition. Continue reading

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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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