Daniel Havey
Dashboards for Banks

This article will focus on the many types of Dashboards for Banks that are being used today to improve bank performance.

dashboardforbanksDefinition:  According to Wikipedia, dashboards often provide at-a-glance views of KPIs (key performance indicators) relevant to a particular objective or business process (e.g. sales, marketing, human resources, or production).  In real-world terms, “dashboard” is another name for “progress report” or “report.”

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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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Matthew Felzke
Retail Budgeting for Microsoft Dynamics NAV

In this article, Retail budgeting and forecasting will take center stage, specifically for Microsoft Dynamics NAV users seeking today’s planning features and functionalities.

Whether you are budgeting, forecasting, or comparing what-if scenarios for your organization, historical actuals and projected figures are required so you can strategize particularly for your retail company, maneuvering through challenges and opportunities in the upcoming months and years.  There are plenty of solutions that are impactful for retail organizations to upgrade planning procedures with Dynamics NAV, whether you elect to build your own process, depend on NAV’s built-in budgeting functionality, or go with an independent software vendor (ISV) tool.  This article will explore the most popular options for modern budgeting, forecasting, and modeling, particularly to meet your retail planning goals with Microsoft Dynamics NAV.

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Matthew Felzke
Sage Active Planner Replacement Alternatives

In this article, replacement alternatives for Sage Active Planner will take center stage, specifically focusing on modern budgeting and forecasting solutions that expand your Sage experience.

Whether you’re budgeting, forecasting, or modeling for your organization, you need historical actuals and projected figures, so you can build a plan to navigate challenges and seize opportunities in the coming months, quarters, and years.  A lot of Sage customers default to Sage Active Planner when choosing a planning tool despite that it is aging and despite the limitations or issues you might read about if you do a quick search on the internet.  However, there are several budgeting tools available for Sage customers that can upgrade your planning functionality, whether that be homegrown, native Sage ERP abilities, or an independent software vendor (ISV) offering.  This article will discuss your best options for replacing Sage Active Planner.

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Matthew Felzke
Retail Budgeting for Microsoft Dynamics AX

This article covers budgeting and forecasting for Retail companies that rely on Microsoft Dynamics AX, with a specific look at modern feature and functionality offerings.

No matter if you are budgeting, forecasting, or analyzing what-if scenarios for your company, they all consist of historical actuals and projections, so you can plan specifically for managing your retail organization, circumventing obstacles and maximizing your momentum in the coming period.  There are several tools that can assist retail companies using Dynamics AX to expand their planning processes, whether you choose to craft your own method, rely on the native Dynamics AX budgeting function, or opt for an independent software vendor (ISV) solution.  In this article, I’ll discuss your top options for today’s budgeting, forecasting, and modeling, specifically to meet your retail planning objectives with Microsoft Dynamics AX.

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Matthew Felzke
Budgeting for Manufacturing and Distribution with Microsoft Dynamics AX

In this article, Budgeting and Forecasting for Manufacturing and Distribution companies using Microsoft Dynamics AX will take center stage, with a focus on features and functionality.

It doesn’t matter if you’re crafting a budget, a forecast, or a what-if analysis for your corporation – they all require actual historical figures and projected numbers, so you can strategize effectively for management of your manufacturing or distribution business, overcoming hurdles and maximizing opportunities in the next period.  There are plenty of solutions that can help manufacturing and distribution organizations relying on Dynamics AX to upgrade their planning tasks, whether you decide to design your own procedure, depend on built-in Dynamics AX functionality, or go with a third party tool.  This article will explore some of your top options for modern budgeting, forecasting, and modeling particularly to meet your manufacturing or distribution planning goals with Microsoft Dynamics AX.

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Matthew Felzke
What-if Analysis and Modeling for Microsoft Dynamics

In this article, I’ll explore what-if analytics and modeling functionality built into some of today’s budgeting software for planning that accounts for variables with Microsoft Dynamics.

Budgeting is a task that requires actual data, research, goal setting, and teamwork, and depending on your planning process, a lot can happen to change the course of your budget.  Thus, I would argue that besides historical actuals, there are enough variables in the context of financial planning for your company that makes budgeting a challenging task at times.  If you like to see some options and dynamically approach planning by being adaptable and exploratory with different outcomes, what-if analyses and modeling will allow you to do just that.  In this article, we’ll explore what-if planning and modeling functionality that comes with some modern budgeting tools for Microsoft Dynamics customers.

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Matthew Felzke
Budgeting for Manufacturing & Distribution with Sage X3

This article is going to explore your budgeting and forecasting solution options that can expand your Manufacturing and Distribution planning processes with Sage X3.

Regardless of whether it is a budget, a forecast, or a what-if scenario you are putting together for your company, you will need actual historical numbers and projections, so you can plan effectively for managing your manufacturing or distribution company, meeting challenges and seizing opportunities in the coming period.  There are several software choices that can aid manufacturing and distribution companies using the Sage X3 ERP system in taking their budgeting to the next level, whether you choose to design your own process, rely on native Sage X3 functionality or select an independent software vendor (ISV) tool.  This article will discuss some of the premier options for today’s budgeting, forecasting, and modeling specifically to meet your manufacturing or distribution planning needs with Sage X3.

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Matthew Felzke
Budgeting and Forecasting Solutions for Sage 300

This article will discuss your software choices for budgeting and forecasting tools that streamline and turbo charge your planning processes and Sage 300 experience.

Regardless of whether it is budgeting, forecasting, or modeling for your company, you will need actual historical numbers and projections, so you can craft a strategy to overcome obstacles and maximize opportunities in upcoming months, quarters, and years.  There are a number of software solutions for Sage 300 customers that dramatically expand your budgeting abilities, whether you design something yourself, rely on native Sage 300 capabilities or a third party budgeting tool.  I will lay out some of your best options in this article for today’s budgeting, forecasting, and modeling with Sage 300 data.

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Matthew Felzke
Budgeting and Forecasting Tools for Sage X3

In this article, we’ll discuss your options for budgeting and forecasting solutions that upgrade your planning processes and overall Sage X3 experience.

Whether you are budgeting, forecasting, or modeling for your business, you’re going to need projected numbers and actual historical figures, so that you can put together a plan to manage organizational challenges and opportunities in the coming year.  There are plenty of technology options for Sage X3 users that greatly enhance your budgeting tasks, whether you build something yourself, depend on built-in Sage X3 functionality or an independent software vendor (ISV) solution.  In this article, we’ll round up some of the best tools for modern budgeting, forecasting, and modeling for Sage X3 customers.

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