Matthew Felzke
Budgeting for Sage 500

This article will discuss the features and functionalities of the most dynamic, easy-to-use third party budgeting and forecasting tools for Sage 500.

Budgeting is such a crucial process that is usually a logistical challenge because most teams have traditionally been linking spreadsheets together manually, but there are modern solutions that change that.  Independent software vendors (ISVs) are producing more efficient, more modern tools to meet today’s budgeting demands.  Like most organizations, you have probably outgrown a homegrown Excel budgeting process, so it might be a great time to look at ISV planning solutions to upgrade and expand your planning tasks.  The best of today’s planning solutions enable you to facilitate secure collaboration, with the ability to eliminate tedium as a budget manager and distribute ownership to your budget team.

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Matthew Felzke
Financial Consolidations for Manufacturing & Distribution companies using Sage X3

This article will discuss the best options you have for financial reporting and consolidation solutions for your Sage X3 data management and analytical tasks.

There are plenty of Sage X3 users who are responsible for consolidating their parent company information from one or more manufacturing or distribution subsidiaries.  Combining financial data from more than one entity, at times with multiple currencies, can be a challenge if you don’t have a modern financial consolidation solution to supplement Sage X3 and any other ERP systems that your subsidiaries might use.  Data is only growing in size and significance to corporate decision-making, which is why more executives are seeking the best software to enable their business end users to aggregate information into a unified set of financial reports.  In this article, we’ll focus on your technology options for today’s intuitive, business user friendly financial consolidations with Sage X3.  If your manufacturing or distribution organization is rapidly growing, a high-powered reporting and consolidation software can simplify your Sage X3 implementation and give you more flexibility and power in your reporting process.

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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.

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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.

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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
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.

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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.

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Matthew Felzke
Best Budgeting Solutions for Sage 300

Independent budgeting software vendors (ISVs) are bringing more business user friendly, secure, and powerful tools to market for Sage 300 users.  This article will discuss the features and functionalities of the best planning tools for Sage 300.

Budgeting is such an important task that also tends to be logistically challenging because we’re used to manually linking spreadsheets together, but there’s good news.  Third party software vendors are producing smarter, streamlined tools for today’s budgeting and forecasting needs.  If you’re like most companies, you are outgrowing the homegrown, manual Excel budgeting processes, so it might be time to look at your ISV planning solution options for upgrading your budgets and forecasts.  The premier modern planning tools empower you to organize secure teamwork, distributing ownership to contributors and less mess as a budget manager.

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Matthew Felzke
Best Report Writers and Consolidation Tools for Sage X3

This article zooms in on today’s features and functionalities of third party financial reporting and consolidation solutions for Sage X3 users.

If you aren’t utilizing a dynamic, robust financial report writing tool, you’re probably just treading water as opposed to fully taking your analytics into the 21st century of business, managing and analyzing your data in very actionable ways.  In this article, I’ll discuss the features and functionalities of third party software solution options, so you have a head start in finding and deploying the right report writing software for your Sage X3 analytics processes.

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Matthew Felzke
Dashboards for Sage 300

This article will discuss your options for modern dashboard solutions you can utilize for upgrading your Sage 300 analytics experience with data visualizations.

This probably won’t be shocking news to you: dashboards are the #1 priority in the Business Intelligence (BI) software marketplace for CFOs, according to a recent Gartner study on Financial Executive International CFO Technology.  It made perfect sense to me.  In today’s business culture, professionals at all levels of your organization should have access to data analyses for richer, more informed decision-making.  Data visualizations are brains and beauty, delivering exactly that.

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