Matthew Felzke
The Importance of Training in Cloud Business Intelligence Solution Management

In this article, we will explore the necessity of training in getting the most ROI on your Cloud Corporate Performance Management and Business Intelligence solutions.

On this blog, we have been discussing the service packages that can come with ownership and management of a cloud Corporate Performance Management (CPM) and/or Business Intelligence (BI) solution – and so far, we’ve explored the importance of support and consulting.  This article will explore the final component – why training?  Wasn’t consulting enough?  Is it an essential part of the experience of owning and mastering the management of your cloud BI or CPM tool?  This article will set out to answer these questions and more about the relevance of training to your daily work within a cloud BI or CPM solution.

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Matthew Felzke
The Importance of Skilled Consulting in Business Intelligence Solution Management

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This article will explore the need for skilled consulting in maximizing your Corporate Performance Management and Business Intelligence solutions.

I recently wrote about the importance of a Support package when it comes to owning and managing a Corporate Performance Management (CPM) and/or Business Intelligence (BI) solution – and how that fits into the context of professional services and training as well.  That article led me to explore more in the area of consulting.  How does an implementation go – with or without consulting?  Why is high quality consulting such an important, if not essential part of getting the most out of your BI and CPM solutions?  This article will discuss the significance of consulting in owning a data analysis and management tool today.

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Matthew Felzke
Data Warehousing for Professional Services with Dynamics AX

In this article, data warehouses for Professional Services organizations will take center stage, with a focus on expanding Microsoft Dynamics AX analytical processes.

Data is increasingly more important in today’s business world, perhaps especially for Professional Services organizations.  As data informs decision-making at all levels, Professional Services organizations are striving to stay on budget and on track with projects, vendors, clients, and so forth, a data warehouse can be positively impactful in supporting Business Intelligence (BI) analyses.  If you’re new to data warehousing as a solution, you might have some questions.  This article will go about answering your questions about data warehousing as a Professional Services organization using Microsoft Dynamics AX.

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Matthew Felzke
Professional Services Reporting with Microsoft Dynamics SL

This article will discuss financial and operational reporting options for Professional Services organizations using Microsoft Dynamics SL, so you can invest in the right software for your team.

In the modern business culture, perhaps especially for Professional Services organizations, a powerful, user friendly report writer is essential to staying competitive in your sector, navigating the ebbs and flows of the economy through smarter decision-making, so you’re continuing to evolve as a business and a brand.  In this article, I’ll lay out some of your options for today’s quality financial and operational reporting solutions, zooming in on features and functionalities, so you can make the best investment to expand your Microsoft Dynamics SL analytics as a Professional Services organization.

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Matthew Felzke
Professional Services Budgeting for Dynamics AX

This article discusses budgeting and forecasting solutions for Professional Services teams, zooming in on the top feature and functionalities for Dynamics AX users.

Budgeting can be challenging, regardless of your industry, but fortunately, it is getting more dynamic and user friendly with today’s solutions to upgrade your Microsoft Dynamics AX tasks.  For Professional Services organizations, planning is just as important, but is unique to the nature of the sector – and this is true for most industries, regarding particular budgeting demands.  Plenty of companies are still utilizing Excel for homegrown budget processes, but today’s budgeting demands are more sophisticated than what the spreadsheet application can deliver.  If you’re seeking an independent software vendor (ISV) budgeting tool that enables you to pull historical data from Dynamics AX, as well as payroll and other company- or industry-specific data sources for an aggregated financial plan that is the result of collaboration, this article is a must-read.

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Matthew Felzke
Professional Services Dashboards for Dynamics SL

In this article, today’s dashboard solutions for Microsoft Dynamics SL will take center stage for Professional Services organizations hoping to expand their analytics.

You can call them dashboards or data visualizations, charts, graphs, or scorecards, but it doesn’t matter – they’re nearly ubiquitous.  And that is because if you do a quick search on the internet about the top software priorities, specifically in the BI realm, dashboards are #1 for executives.  Because business is moving faster than ever (or so it seems), analytics that are quickly accessible and easily digestible is essential.  Dashboards deliver just that: graphs, charts, and scorecards illustrate trajectories, victories, and challenges through key performance indicators (KPIs) and your information to effectively keep a project, a department, or the whole organization on track.

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Matthew Felzke
Financial Reporting for Professional Services with Microsoft Dynamics AX

In this article, financial reporting solutions for Professional Services organizations utilizing Microsoft Dynamics AX will take center stage, so you can make the best software investment.

In today’s business world, maybe particularly for Professional Services organizations, a modern, dynamic financial reporting tool is vital to remaining competitive in your industry, making decisions to maneuver through the ups and downs of the economy, while developing the business and your brand.  This article will focus on the best financial report writers today, discussing the premier features and functionalities, so you can invest in the best reporting tool to expand your Professional Services organization’s Microsoft Dynamics AX experience.

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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
Retail Data Warehousing for Microsoft Dynamics NAV

In this article, data warehousing will be discussed, both generally and specifically, for retail organizations who are looking to expand their Microsoft Dynamics NAV experience.

In the fast lane that is business today, maybe especially for retail companies, data is vital.  Since data drives decisions, retail organizations are making plans to stay on track and on budget with their customers, stores, vendors, management, etc. – and data warehousing can be really effective in organizing and empowering stronger Business Intelligence (BI) analytics.  Like most software, if you aren’t familiar with it, you likely have questions.  In this article, I’ll answer frequently asked questions about data warehouse solutions for retail companies using Microsoft Dynamics NAV.

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Matthew Felzke
Professional Services Dashboards for Acumatica

This article will explore the benefits of modern dashboard software solutions that can upgrade and expand Acumatica data analyses for Professional Services companies.

It really doesn’t matter if you call them dashboards, data visualizations, charts, or graphical scorecards, they’re everywhere nowadays.  This is probably due to the fact that they are the #1 priority in terms of software that executives are seeking, based on Gartner’s survey on Financial Executive International CFO Technology.  Since it seems like we are moving at the speed of light in business, easily accessible, quickly digestible data analyses are extremely valuable.  Dashboards provide precisely that – charts, graphs, and scorecards demonstrate trends, successes, and problem areas through key performance indicators (KPIs) and data to best keep a project, a department, or the entire company on track.

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