Matthew Felzke
Business Intelligence for Acumatica

In this article, Business Intelligence (BI) solutions for your Acumatica ERP system will be explored and discussed in depth as a consumer guide.

Today’s business world basically requires that our processes and technology platforms be accessible and flexible, and mobile applications are also showing up on the market more and more as an example of how successfully independent software vendors (ISVs) have responded to consumer requests to stay up to date with the fast pace of the international corporate realm, including data management, analyses, and reporting for Acumatica users.  Today, you should depend on BI tools that are flexible enough for your team in terms of accessing operational and transactional data for more informed, faster decision-making, whether you are working remotely or in the office.  ISVs are answering this consumer call for a focus on flexibility in BI solutions.

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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 Professional Sports Teams with Dynamics GP

This article will discuss budgeting solutions for Professional Sports Teams using Microsoft Dynamics GP, with a focus on feature and functionality offerings for planning processes.

Budgeting might be one of the more logistically complicated organizational processes, probably due to the tedium of manual Excel budgeting for budget managers.  Excel might be the international go-to software for finance departments, but the spreadsheet program typically can’t handle planning for organizations of a healthy size, like professional sports teams.  More Microsoft Dynamics GP customers are choosing independent software vendor (ISV) budgeting tools for expanding and updating their planning processes.  Some of today’s third party software streamlines budgeting and forecasting by zooming in on secure teamwork.  Planning processes typically require collaboration in the important effort to live within our (organizational) means, with help from historical actuals and projections from all areas of the company.

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Matthew Felzke
Useful Business Intelligence Add-on Products for SAP Business One

This article will discuss the third party offerings that will expand data management and analytics for SAP B1 users seeking best-of-breed corporate performance management.

A question I run into regularly has to do with SAP Business One users wondering why you might need to implement independent software vendor (ISV) software in addition to the accounting system.  It is always interesting to discuss this concern, maybe as a hurdle for ISVs, but a legitimate confusion for some SAP B1 customers.  A couple recurring clarifications tend to naturally surface.  Firstly, no software manufacturer can produce a technology that solves every single organizational problem.  For example, Apple iPhones offer the built-in Maps application, but still allow users to download Google Maps, just like any of today’s flexible accounting systems, like SAP B1.  Since every company who uses SAP B1 has specific goals, particular budgeting requisites, and rules, the enterprise resource planning (ERP) system will vary in effectiveness for each organization.  ISVs offer corporations the ability to personalize their data management and analyses.

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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
Business Intelligence for Sage 300

This article will explore Business Intelligence (BI) software for an expanded, modern Sage 300 experience to provide comprehensive reporting and analysis.

The modern business culture insists that our procedures and software solutions be flexible and accessible, and the mobile platforms that are rolling out are just one example of exactly how independent software vendors (ISVs) are responding to consumer demands to keep up with the on-the-go nature of the global corporate scene, including data management, reporting and analyses for Sage 300 customers.  These days, you should be relying on BI software that is flexible enough for your company in regard to accessibility of your operational and transactional information for smarter, quicker decision-making, whether you are working in the office or remotely.  Third party software manufacturers are responding to this user experience need for more flexibility in BI tools.

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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
Best Budgeting and Forecasting for Microsoft Dynamics NAV

In this article, Microsoft Dynamics NAV customers can learn about top features and functionalities of third party planning software options to expand budgeting and forecasting processes.

My theory for why budgeting is such a dreaded responsibility has to do with how tedious manual Excel budgeting processes can be for budget managers.  Excel might be globally entrenched in the finance culture, but the spreadsheet application performs below par for any healthy organization.  More and more Microsoft Dynamics NAV users are turning to independent software vendor (ISV) budgeting tools to expand and modernize their planning tasks.  Some of the modern ISV tools streamline and expedite budgeting and forecasting by focusing on secure collaboration.  Budgeting and forecasting are regular processes elevated by teamwork because of the necessity to live within the financial means of an organization based on actuals and research from all areas of the company.

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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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