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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Daniel Havey
Top Cloud-Based Budgeting Tools for Banks

This article will focus on the Top Cloud-Based Budgeting Tools for Banks.

 

departmentalforecastWhen renting a furnished apartment makes sense – Many of us have had the joy of seeing our loved ones graduate college, get a job, and find an apartment.  We are more than happy to finally unload grandmother’s furniture that has been stored in our attic for the last fifteen years on our children.  It usually takes a long weekend of trips loading all the stuff into the back of a pickup truck or two to move everything out. Continue reading

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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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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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

Daniel Havey
Cloud-based Call Report Automation for Banks

This article will focus on Cloud-based Call Report Automation for Banks.

 

incomestatementbi360Why does going to the dentist always seem stressful? I have been going to the same dentist for over twenty years.  He has seen my children grow up.  He has seen me change jobs a couple of times.  My wife has even joined his team in a fund raiser or two.  You would think that every time I see him, a warm fuzzy feeling would overcome my emotions.

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Daniel Havey
Easy Cloud-based Reporting for Banks


This article will focus on Easy Cloud-based Reporting for Banks.

Have you ever wondered why Do It Yourself (DIY) shows are so popular? According to a Country Living article, “There’s a before, during and after in one TV show—so, you basically get to the happy ending very quickly.”  In other words, your renovations might take weeks or months (or, God forbid, years), while Chip and Joanna’s Gaines home makeover requires less than an hour of your time. And in the end it looks perfect, unlike what you may have experienced.

What is wonderful about these shows is that they take homes that are a total wreck and transform them into beautiful showcases where we wish we could live in them.  In almost all cases, the projects are within budget, finish on time, and result in a very happy customer.

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Daniel Havey
Best Excel Tools on Cloud for Banks

This article will focus on the Best Excel Reporting and Budgeting Tools on Cloud for Banks

 

bankincomestatementExcel: How do I love thee? Let me count the ways. (Sonnet 43) – The reason why we all love Microsoft Excel so much is that you can create almost any report you can imagine.  Take for example this Business Process Management (BPM) report.  BPM is a systematic approach to making an organization’s workflow more effective, more efficient and more capable of adapting to an ever-changing environment.

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Daniel Havey
Cloud-based BI Solutions for Banking

This article will focus on Cloud-based Business Intelligence Solutions for Banking.

 

bank dashboardWhy do I love my iPod Classic? – I got my 80GB iPod Classic around 2007.  I was able to load all 14,000 songs from my library onto it.  I created several playlists that helped me organize the songs.  One playlist consisted of heavy metal that got me amped up before going to the gym.  Another playlist contained acoustic folk songs that were for the morning after a late night of fun. Continue reading

Daniel Havey
Top Cloud-based Financial Planning and Analysis Budget Tools for Banks

This article will focus on the Top Cloud-based Financial Planning &Analysis (FP&A) Budget Tools for Banks.

Image taken from Shutterstock.

Image taken from Shutterstock.

The way things used to be – When I first got into building a budget for a bank, we were using Lotus 1-2-3 spreadsheets that were stored on 5¼ inch floppy disks.  The spreadsheet was basically a 24-month trial balance for each branch or department.  The first eighteen months contained historical balances.  The remaining eighteen months were the forecast for the rest of the current year and budget for next year.

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