Innovate Your Reporting Part 1: “Playlists”

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Matthew Felzke
Top 5 Reporting Problems Faced by a CEO and Their Technology Solutions, Part 2

This article continues the discussion of the top five problems facing CEOs today in regard to corporate performance management, with a focus on reporting.

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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.

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Hanna Kim
Using Corporate Performance Management for Digital Transformation: Engaging Customers and Empowering Employees, Part 1

The blog article is the first part in using Corporate Performance Management (CPM) for digital transformation. Continue reading

Matthew Felzke
Netflix’s Okja and Cloud Financial Reporting: The Parallels of Powerful Storytelling

CPMnetflixThis article will look at the power of modern cloud financial reporting through the lens of powerful storytelling, as delivered by Netflix’s Okja.

Sometimes, a movie comes along that captures a generation and perhaps even changes the culture. But unfortunately, with the amount of content and sheer number of options to stream, view, or purchase movies, television, and other video, it’s hard for any particular movie to stand out and captivate such a wide audience. That said, I have recently watched a Netflix original film, called Okja, and while it definitely got a solid promotional campaign in my part of the world, I don’t think it has quite permeated the culture the way that it arguably should have. However, a key takeaway for this one-time English major was the power of storytelling as a way to enable decision-making. This article will focus on how the right kind of storytelling can drive world-class decision-making, from Okja to financial reporting.

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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

Daniel Havey
Top Management Reporting Software for Credit Unions

This article will focus on the Top Management Reporting Software for Credit Unions.

 

topmanagementreportingsoftwareforcreditunionDifferent Types of Reporting –   At first, this article was going to be about the top Reporting software for Credit Unions.  I then realized that there are many different types of reporting needs for Credit Unions that tools will need to focus upon.

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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

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
Excel Budgeting on Cloud for Banks

This article will focus on Excel Budgeting on Cloud for Banks.

 

loan

Nothing is easier than Excel – When it comes to budgeting for a bank, it all starts with the balance sheet.  The main component of a bank’s revenue comes from the interest earned from loans and paid on deposits.  To budget interest, you will need to figure out what the existing loan and deposit balances will look like over the next several months.

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