The Most Efficient Reporting & Analysis Tools

This article will break down the best-in-class corporate performance management solutions as described in the e-book “Enabling World-Class Decisions”

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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
Simplify Customer Profitability Analysis for Banks

This article will focus on simplifying customer profitability analysis for banks.

Image taken from Shutterstock.

Image taken from Shutterstock.

Just what is that account worth to you?  A rich man was walking through the streets of New Delhi one day when he happened upon a beggar.  The beggar had reached out his hand and asked, “A few grains of rice for a poor and starving man?”

At first glance, you would have thought that the rich man would have passed the offensive smelling obstacle without giving him a second thought.  Amazingly, he stopped.  He asked to see what the worthless man had in his cup.  Five grains of rice were all that he had to his name. Continue reading

Hanna Kim
Spreadsheet Design and Excel Tips for Better Reporting with Sage

This article will zoom in on reporting solutions and spreadsheet design for organizations looking to enhance their experience with Sage.

Every company needs a powerful, impactful financial reporting tool to remain competitive in their industry. Report writers help companies analyze and manage company data without leaving any issues or disruptions. Given how well-known Microsoft Excel is, it might be a shock that many people design their spreadsheets with no planning at all. This means that most spreadsheets have a poor foundation, which leaves room for potential problems. This article covers design and planning strategies with financial tools that are Excel-based, so you are able to better use your report writers to navigate your company in analyzing and managing your data using Sage.

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Hanna Kim
10 Tips for Better Reporting with Excel for Dynamics 365

This article discusses reporting tools and best practices on spreadsheet design for companies looking to expand their Microsoft Dynamics 365 experience.

Image taken from Shutterstock.

Image taken from Shutterstock.

Companies need powerful financial reporting solutions to help remain competitive in their industry by analyzing and managing their data without any issues or disruptions. Microsoft Excel is probably the most well-known spreadsheet software program that exists. Everyone has probably used it at least once in his or her life. However, many people often design their spreadsheets with no planning at all. This most likely means that most spreadsheets have a poor infrastructure and some room for error. This article will explore how you can plan and design smarter with Excel-based financial reporting options, so you are able to better use your reporting solution to navigate your company in analyzing and managing your data using Dynamics 365.

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Hanna Kim
Top 10 Tips for Better Reporting with Excel for SAP Business One

This article discusses report writers and best practices for spreadsheet design for organizations looking to expand their SAP Business One experience.

ReportSAPB1Your organization needs a powerful financial reporting solution to help you remain competitive in your industry by analyzing and managing your data without any issues or disruptions. Microsoft Excel is probably the most popular spreadsheet software program that exists. Everyone has probably used it at least once in his or her life. However, many people often design their spreadsheets with no planning at all. This usually means that most spreadsheets have a poor foundation and some room for error. In this article, we will explore how you can plan and design smarter with Excel-based financial reporting options, so you are able to better use your reporting tool to navigate your organization in analyzing and managing your data using SAP Business One (SAP B1). Continue reading

Hanna Kim
How to Prepare for Your First Financial Reporting Implementation

This article will discuss the process of preparing for a successful financial reporting implementation.

Image taken from Shutterstock.

Image taken from Shutterstock.

In the modern business realm, you cannot avoid financial reporting. Whether it is a homegrown Excel process, a legacy software program, an independent software vendor (ISV), or a native enterprise resource planning (ERP) report writer, every company is doing it. Investing in your first modern reporting tool typically means automated financial statements, accessible collaboration, modern security, and self-service analytics. Don’t worry if it sounds like gibberish to you. In this article, we will discuss preparing for your first reporting implementation so you are able to select the best reporting tool to navigate your organization in managing and analyzing data.

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Hanna Kim
Dashboards for Real Estate Companies Using Microsoft Dynamics GP

This article will discuss dashboard solutions for real estate companies that are seeking to enhance Microsoft Dynamics GP data analyses.

realestateVisualization has some beneficial side effects. Visualization improves your performance; helps reach your potential, increases focus, boosts confidence, and so much more. Think about professional athletes. For instance, everyone from tennis player Serena Williams to Arnold Schwarzenegger, who was a world champion body builder before he became an actor, have practiced visualization techniques. It makes sense to apply visuals to your financial reports and presentations. Think about receiving a stack of spreadsheets full of data. Is this how you extract your financial analysis? This is where a dashboard comes into play. The amount of data being created every year continues to grow tremendously. If your organization wants to make informed decisions, your company leaders need to be able to access and interpret data in real-time. The ability to act quickly on the data has become a competitive differentiator. A dashboard presents key data on a single page and uses visuals to summarize a large amount of data. In this article, we will discuss how dashboards will help real estate companies that are using Dynamics GP. Continue reading

Matthew Felzke
Is Forecasting the Most Important Piece of your Planning Pie?

This article discusses the importance of forecasting in the context of planning processes.

I’ve written about Forecasting versus Budgeting before, but in the face of the apparent trend of forecasting becoming more and more popular and impactful, I wanted to examine its place in the task of planning.  Is it true that forecasting is the most important process for corporate performance management today – why or why not?  What is the difference between a business plan, a forecast, and a budget?  When should you be planning for your business, forecasting, and/or budgeting?  What does each entail?  This article will zoom in on planning today for your organization’s success in the future.

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