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.

Continue reading

Matthew Felzke
Data Warehousing with Sage X3 for Manufacturing & Distribution

This article will explore the impact of a data warehouse solution for manufacturing and distribution companies using Sage X3 for data management and analytical processes.

Data continues to be the non-negotiable ingredient to decision-making, maybe especially for manufacturing and distribution companies trying to stay on track to achieve their goals.  With data growing in amount and importance, data warehouses are tangentially relevant in today’s business world.  If you’re anything like me, you have questions that sound a lot like who, what, when, where, why, and how – all related to data warehouses.  Who can manage a data warehouse?  What do they compare to / resemble?  When should a manufacturing and/or distribution company implement one?  Where are they hosted?  Why not an OLAP cube instead of a data warehouse?  How do we configure a data warehouse?  As a manufacturing or distribution Sage X3 user, you probably have one or more of these questions.  In this article, I’ll go about answering some of the frequent questions, so you can understand data warehousing as a solution and decide how to best meet your data management goals with Sage X3.

Continue reading

Matthew Felzke
Reporting and Dashboards for Sage X3

This article will discuss two of the primary Business Intelligence (BI) analytical processes for Sage X3 customers, financial reporting and dashboards, with a focus on modern functionality.

While financial reporting is arguably the cornerstone of Business Intelligence (BI) analytical processes, dashboards are the top priority in terms of solutions executive teams are seeking.  Both are important to understanding the overall health of your organization, and you have choices for both on-premises and web-based, Cloud-hosted financial reporting and data visualizations.  Sage X3 users should be in the know regarding today’s best software options for achieving accessible, easy-to-use, robust analytics, specifically in terms of financial statements and dashboards.  In this article, I will discuss both financial reporting and data visualizations for Sage X3 customers – and the modern business problems you can solve with today’s powerful BI software.

Continue reading

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.

Continue reading

Matthew Felzke
Budgeting and Forecasting Solutions for Sage 300

This article will discuss your software choices for budgeting and forecasting tools that streamline and turbo charge your planning processes and Sage 300 experience.

Regardless of whether it is budgeting, forecasting, or modeling for your company, you will need actual historical numbers and projections, so you can craft a strategy to overcome obstacles and maximize opportunities in upcoming months, quarters, and years.  There are a number of software solutions for Sage 300 customers that dramatically expand your budgeting abilities, whether you design something yourself, rely on native Sage 300 capabilities or a third party budgeting tool.  I will lay out some of your best options in this article for today’s budgeting, forecasting, and modeling with Sage 300 data.

Continue reading

Matthew Felzke
Financial Reporting for Manufacturing & Distribution with Sage X3

This article will explore financial reporting features and functionalities in today’s software for manufacturing and distribution organizations looking to expand their Sage X3 experience.

In the modern business culture, Business Intelligence (BI) analytics are becoming the way of translating significant company information into impactful decision-making for your company’s future.  That said, I would bet that a lot of professionals, regardless of how well-versed in BI processes they are, find the marketplace financial reporting options overwhelming, if not confusing, regarding how they can apply functionality in the direction of industry-specific analytical needs.  I recently spoke with an accountant for a manufacturing company, and we talked about how vague product marketing can be for achieving goals that are particular to her manufacturing analyses.  With that in mind, this article will talk about what you should know and what you need from today’s financial reporting products to improve your Sage X3 experience, specifically zooming in on manufacturing and distribution data management and analysis.

Continue reading

Matthew Felzke
Financial Consolidations for Sage X3

In this article, I’ll explore your best options for financial reporting and consolidation software for your Sage X3 data management and analysis processes.

There is a population of Sage X3 users who are responsible for the financial consolidation of parent company data with one or more subsidiaries.  Aggregating financial information from multiple entities, sometimes with diverse monies, can be challenging if you do not have a modern financial consolidation tool to sit atop Sage X3 and any other accounting system that can be used within your company.  Data is only increasing in amount and importance to organizational decision-making.  That is why more execs are looking for the right tool to empower their business end users to consolidate data into a singular set of financial reports.  This article will zoom in on your software choices for modern, dynamic, and easy-to-use financial consolidations with Sage X3.  For rapid growth organizations, a quality reporting and consolidation tool can also have the ability to extend the life of your Sage X3 implementation.

Continue reading

Matthew Felzke
Financial Reporting and Consolidations for Sage 300

This article will discuss the best modern financial reporting and consolidation solutions, zooming in on essential features and functionalities that can upgrade your Sage 300 parent company financial processes.

There are plenty of Sage 300 customers who are overseeing the financial portfolios of parent companies with multiple subsidiaries.  Consolidating company data from more than one entity, sometimes with distinct currencies, can be a challenge without a powerful financial consolidation solution to sit on top of Sage 300 and any other ERP system that may be used within your enterprise.  Data is only going to grow in size and significance in corporate decision-making processes.  That’s why more executive teams are seeking the best tool to enable their business end users to aggregate information in a unified set of financial statements.  This article will focus on your software options for the Sage 300 customer who would like to achieve modern, powerful, and user friendly financial consolidations.  For fast growing companies, a good reporting and consolidation solution might have the additional advantage of extending the life of your Sage 300 implementation.

Continue reading