Matthew Felzke
The Power of Modern, Self-Service Ad Hoc Reporting

This article will discuss the benefits of today’s self-service ad-hoc reporting solutions for quick, powerful reports for all business end users.

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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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Matthew Felzke
Enterprise Technology Cloud Strategy with Reporting and Budgeting for Microsoft Dynamics

Image taken from Shutterstock.

Image taken from Shutterstock.

This article will discuss leveraging corporate performance management (CPM) solutions as a foundation for an enterprise technology cloud roadmap.

I find myself thinking about cloud technology all the time these days. And this is particularly peculiar when I zoom out and think about how I was an English major in college. However, cloud is permeating the culture – both popular and business – and I can’t help but think about how it is changing the way we store, manage, and leverage data. I have even seen memes on social media that make fun of the fact that we keep so many pictures – “for what?” is the punchline. The answer is because we can, and our massive and growing amount of data doesn’t bog down our devices because it is housed in the cloud. Beyond that though, in the business world, cloud as a platform follows the consumer marketplace trend of subscriptions to outsourced services as opposed to buying something outright. This is such a major shift in the business culture, and it creates a more efficient relationship in the context of technology management for both the vendor and the consumer. This article will explore the journey of transitioning reporting and budgeting solutions to the cloud – and suggest a starting place.

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Matthew Felzke
Replacing FRx and Management Reporter with Cloud Reporting for Microsoft Dynamics

Cloud Reporting for IntacctThis article explores the cloud reporting options you have for replacing FRx and Management Reporter.

Sometimes, it’s hard for me to believe that some companies might still be using FRx, as the product was retired by Microsoft – and replaced with Management Reporter (MR) – years ago. But MSDynamicsWorld.com recently hosted a webinar about replacing either, and hundreds of registrants attended. When I zoom out and think about process overhauls or technology replacements that I have been a part of, for the most part, they generally haven’t happened rapidly. Also, we’re all regularly in the trenches of our jobs, in this case producing reports or consolidating company financials for an understanding of company health, so taking the time to research, watch demos, have calls with sales folks, and test the power and viability of a new product can be tough. But as companies look to replace FRx and MR and at the same time prepare for a future move to a cloud ERP system, we’re seeing a lot of finance departments take the first leap by implementing a modern cloud reporting and budgeting solution, proving that a true business improvement momentum is building in the enterprise technology sector. This article will discuss the power of cloud reporting options not only to replace FRx and MR, but also as a strategic catalyst for a bigger picture cloud technology migration.

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Alex Geller
My Prediction: Convergence between Business Intelligence and Corporate Performance Management Vendors in the Mid-Market

This article will focus on the demand for convergence of Business Intelligence and Corporate Performance Management tools and why this benefits mid-market companies.

Image taken from Gartner.

The latest release of the Gartner Magic Quadrant for Business Intelligence strengthened my conviction that the market will see consolidation between the Business Intelligence/Visualization (BI) and Corporate Performance Management (CPM) vendors. Gartner classifies them in separate quadrants because the respective tools are evaluated differently during the sales process. Furthermore, BI tools usually sell into marketing and sales teams while CPM targets finance and accounting professionals. Consequently, there has been limited Mergers and Acquisitions (M&A) in the space. Note that this article assumes readers are familiar with the basic definitions to focus on a narrative explaining the demand for their convergence.

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Hanna Kim
The Benefits of Dashboards in Your Month-end Financial Presentations

This article focuses on using dashboards in monthly financial presentations for stronger decision-making.

Image taken from Shutterstock.

Image taken from Shutterstock.

Graphics are everywhere. They are literally everywhere we go, filling our kitchen pantries and even the clothes we wear. Red Crow Marketing Inc. mentions that “digital marketing experts estimate that most Americans are exposed to around 4,000 to 10,000 advertisements each day.” If we’re drawn to visuals, doesn’t it make sense to apply visuals to your financial reports and presentations? Think about receiving multiple pages of spreadsheets full of data. Is this how you best extract your financial analysis at the end of every month? This is where a dashboard comes in handy. Dashboards are defined as charts, graphs, and scorecards that convey data trends, successes, and problem areas with key performance indicators (KPIs), whether you are looking at a store, region, product, and a corporate department in particular, or the entire organization. A dashboard presents key data from various financial and operational sources on a single page, and uses graphs and tables to summarize a large amount of data. In this article, Solver Controller Gina Louie will talk about her experiences in presenting month-end financial presentations to the management team.

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Matthew Felzke
Top 5 CPM Trends for 2017

Image taken from Shutterstock.

This article will highlight the top 5 corporate performance management trends for 2017, zooming in on features and functionalities and looking at the bigger picture roadmap for the marketplace.

It’s that time of the year again – the beginning of the year, specifically – where we move from organizing ourselves and goalsetting to the work of achieving our objectives.  There appears to be a collective understanding that 2016 was a rough year, at least in pop culture, no doubt a result of social media and specifically, the meme-driven culture.  Regardless of your perspective on how the business world fared in 2016, a new year brings with it a chance to do better, to improve processes and outcomes of teamwork.  And in that vein, this article will zoom in on the trends you can expect to see emerge for Business Intelligence (BI) and Corporate Performance Management (CPM).

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Matthew Felzke
Solver Celebrates 20 Years: Executive Interview, Part 3

At the end of 2016, we sat down with CEO Nils Rasmussen, COO Corey Barak, CIO Hadrian Knotz, and CTO Mike Applegate to discuss 20 impactful years of being a leader in the Business Intelligence (BI) industry. This is the final segment in the series, where the executive team members discuss what differentiates BI360 and what they would like to be known for in 20 years.

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Hanna Kim
Solver Celebrates 20 Years: Executive Interview, Part 2

Before the holidays, we sat down with CEO Nils Rasmussen, COO Corey Barak, CIO Hadrian Knotz, and CTO Mike Applegate to discuss 20 impactful years of being a leader in the Business Intelligence (BI) industry. This is the second in a series, where the executive team members discuss the future of Solver and BI360 in terms of product innovation, customer and partner relationships, and the organization as a whole.


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Matthew Felzke
Solver Celebrates 20 Years: Executive Interview, Part 1

I recently sat down with the leadership team at Solver to discuss the 20th anniversary of launching the organization.  The following is the first in a series, where they talk about how the organization came about, where they have gone and been, why they launched BI360 and more, as they move toward a cloud deployment option in 2017.  CEO Nils Rasmussen, COO Corey Barak, CIO Hadrian Knotz, and CTO Mike Applegate all chimed in about the successes and challenges that they have faced – and what they are most proud of on this anniversary.

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