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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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
Top BI and Corporate Performance Management Trends for 2016

This article will discuss the year ahead of us, specifically in terms of what 2016 holds for Business Intelligence and Corporate Performance Management for modern businesses.

Another year has come and gone, seemingly faster than ever – and we’re already into the second month of 2016.  At the end of 2015 or in early January, some people were writing about Business Intelligence (BI) and Corporate Performance Management (CPM) trends they predicted we would see manifest this year.  However, much like my current approach to New Year’s resolutions, I felt it was important to let the dust settle, work through the workload hangover of the holidays, and have the New Year function as a soft opening.  This way, we can approach 2016 with a rolling start that doesn’t set us up for failure.  This article will discuss some key trends and trajectories that data management and analytics will take in 2016.

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Matthew Felzke
Data Warehousing for Not-for-Profit Organizations using Dynamics GP

In this article, we’ll continue discussing data warehousing, generally and particularly, for not-for-profit organizations that are hoping to develop their Microsoft Dynamics GP experience.

In modern business, data is ubiquitous, perhaps particularly for not-for-profits (NFPs).  Since data directly supports decision-making, with NFP organizations actively working to remain on budget and/or on track with members, donors, grants and so forth, data warehousing can be helpful to your Business Intelligence (BI) tasks.  If you’re anything like I was when I first heard of a data warehouse solution, you probably have questions.  The goal for this article is to deliver the answers for NFP teams to understand how a data warehouse can improve management and analyses of your information from Microsoft Dynamics GP and other data sources.

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Matthew Felzke
Data Warehousing for Not-for-Profit Intacct Users

In this article, we’ll continue discussing the impact of data warehouse solutions for not-for-profit organizations who are using the Intacct accounting system.

Some people might think that non-profits are functioning outside of the typical business model, but in reality, data is driving the same vital decision-making for not-for-profit organizations.  As non-profits do the hard work of staying on track with budgets, donors, grants, members, and so forth, a data warehouse can be really effective and efficient for your Business Intelligence (BI) processes.  With online analytical processing (OLAP) cubes being a common technology presence, the difference between OLAP cubes and data warehouses might seem confusing to you.  In this article, we’ll discuss the benefits of data warehousing for non-profit data management and analytics tasks using Intacct.

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Matthew Felzke
Financial Consolidations for Professional Services with Acumatica

This article will cover the financial consolidation process, specifically features and functionalities of modern tools for Professional Services organizations using Acumatica.

There’s a population of Professional Services organizations who are using Acumatica to manage a parent company financial portfolio for a number of subsidiaries.  Aggregation of multiple entities’ financial data, at times with different currencies, can be challenging without modern consolidation software.  Since data continues to become bigger in size and meaning for decision-making, more executives are looking for the right solution to empower business end users to consolidate information in a unified set of financial statements.  This article will discuss your options for easy-to-use, powerful financial consolidations with Acumatica, specifically for Professional Services organizations who need a modern software solution.

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Matthew Felzke
Financial Consolidation for Non-profits with Intacct

In this article, modern financial consolidation solutions will take center stage, particularly for multi-location Non-profit organizations using Intacct to manage parent company finances.

There is a population of non-profit Intacct customers who are overseeing the financials of their organization with multiple locations or entities.  Consolidating organizational information from more than one location, sometimes with diverse currencies, can be tedious without a premier financial consolidation solution.  Data continues to grow in size and significance in terms of decision-making.  More executives than ever are shopping for the right tool to allow their business end users to aggregate data into a set of financial statements or for summarized operational reports.  This article will zoom in on features and functionalities for the non-profit Intacct user who performs consolidations for monthly financials or annual budgets for the parent organization.

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Matthew Felzke
Data Warehousing with Intacct for Non-profit Organizations

This article will discuss data warehouses, both in general and specifically for non-profit organizations, who are seeking to expand their Intacct analytical processes.

In the world of business today, data is everywhere, perhaps especially for non-profit organizations.  Because data informs decision-making, and non-profits are working hard to stay on budget and/or on track with donors, grants, members, and so on, data warehouses can be really impactful to Business Intelligence (BI) processes.  I know I had questions about data warehousing when I first heard of the product category, so you might, too.  This article will aim to provide you the answers to general and specific questions about data warehouses for managing and analyzing your non-profit data with Intacct.

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Matthew Felzke
Financial Reporting with Dynamics AX for Retail Companies

If you’re part of a Retail organization’s finance team and you’re using Microsoft Dynamics AX for your accounting processes, this article is for you, discussing your financial reporting software options.

Financial reporting is arguably the centerpiece of Business Intelligence (BI) analytics as they summarize the financial health of an organization in a hopefully easy-to-read set of financial and operational statements.  Business is moving at quite a rapid pace today, and Retail is no different.  Enterprise resource planning (ERP) systems, like Microsoft Dynamics AX, typically offer financial reporting functionality built right into the program.  However, with the need for more complex, robust data analytics – and now, industry-specific reporting – the native report writing usually falls short of consumer needs.  This article will discuss your third party options for modern, powerful, and business user friendly financial reporting solutions, offering Retail organizations the information they need to make stronger decisions about the future of their company.

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Matthew Felzke
Financial Consolidation Tools for Microsoft Dynamics SL

This article will take a deep look at today’s best financial consolidation tools for Microsoft Dynamics SL users, focusing specifically on must-have features and functionalities.

Plenty of Microsoft Dynamics SL customers are overseeing financial consolidations for a parent company of multiple subsidiaries.  Aggregating company information from more than one legal business unit, particularly if there are diverse monies involved, can be difficult without a robust financial reporting and consolidations solution.  Data continues to grow in amount and significance to decision-making for the future of the business, so it makes sense that executive teams are seeking an easy-to-use software for the regular responsibility of data consolidation into a unified set of financial statements.  If it’s your responsibility to consolidate subsidiary information with Dynamics SL, this article will explore your options for easy-to-use, modern, and powerful solutions.

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