BI360 Archives

Better Together: Integrated Payroll Reporting and Analysis for Dynamics 365 Business Central

BI360, Microsoft Dynamics

Budgeting and Forecasting for Sage Intacct

This article discusses how you can combine the strengths of leading business intelligence and corporate performance management solutions to create easy-to-use, business dashboards and operational reports. It’s an industry-known fact…

Best CPM and Budgeting Strategies for Growing Companies

BI360, Cloud, Solver Operational Data Store (BI360 Data Warehouse module)

This article will describe how companies with multiple business units process budgets and forecasts. Scaling organizations face a multitude of challenges. Organizations that coordinate budgets and forecasts from multiple data…

How to Use Workflows in Your Budgeting Process

BI360, BI360 Planning

This article will describe the value of using workflows for budgeting. Automating manual processes sounds like a sensible idea, but which one would be the most beneficial to automate? What part of the process would make the most sense? When…

Manual Application of Corporate Performance Management (CPM) Software

BI360, BI360 Reporting, Solver Operational Data Store (BI360 Data Warehouse module)

This article will describe a real life example of a manual application of BI360. In 2016, my then eight-year-old son joined a travel baseball team, and having a passion for sports and math, I immediately offered to do statistics for the…

How to Customize Budgeting Reports: Part 2

BI360, BI360 Dashboards, BI360 Reporting, Business Intelligence

This article concludes the "Customize Budgeting Reports" series. Corporate Examples KPI Exception Report With this report, executives don’t have to log in to a BI solution to actively monitor their most important metrics. Instead,…

How to Customize Budgeting Reports

BI360, BI360 Reporting

The Most Efficient Reporting & Analysis Tools

BI360, BI360 Dashboards, BI360 Reporting

This article will highlight essential reporting and analysis features in Corporate Performance Management solutions. Reporting and analysis, previously a centralized activity for an executive audience, has become an increasingly democratic…

Guide to Growing Your Business with Budgeting & Forecasting

BI360, BI360 Planning, BI360 Reporting

Trends in Cloud Computing and Data Security

BI360, Business Intelligence, Cloud, Collaboration, ERP Partner Program (VAR), Microsoft Dynamics

According to a recent Forbes article, Cloud revenue in the second quarter of 2018 grew at amazing rates for Microsoft, IBM, and SAP. Companies are spending billions of dollars to move their core business applications to the Cloud. These…

The Benefits of Budgeting with Budget Templates

BI360, BI360 Planning, Cloud

What do the Chinese Zodiac and Chromosomes have to do with CECL?

BI360, Business Intelligence, Cloud, Collaboration

Chinese Zodiac - One of my favorite memories growing up as a child was going to a Chinese restaurant and reading about my Chinese Zodiac animal sign. My sign is the Rabbit, the fourth of all Zodiac animals. Simply based on what year I…

The Benefits of Budgeting with Budget Templates Part 1

BI360, BI360 Planning, Business Intelligence, Cloud, Collaboration, GPUG, Intacct, Microsoft Dynamics, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One

This article focuses on the importance of budgeting with a corporate performance management solution. Budgeting is a topic that is not very popular in many organizations. It can be an extremely time-consuming project for many employees. This…

How to Build a Corporate Performance Management (CPM) Solution

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Cloud, Collaboration, ERP Partner Program (VAR), Excel 2010, GPUG, Intacct, Microsoft Dynamics, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, Solver Operational Data Store (BI360 Data Warehouse module)

This article discusses corporate performance management (CPM) tools and examples of effective strategy, goals, planning, and analysis. Let’s talk about strategy and goals. There are many reasons for communicating strategy…

Tips to Improve Your Organization’s Internal Processes with CPM Software

BI360 Planning, BI360 Reporting, Business Intelligence, Cloud, Collaboration, ERP Partner Program (VAR), GPUG, Intacct, Microsoft Dynamics, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, Solver Operational Data Store (BI360 Data Warehouse module)

This article focuses on the importance of internal process improvements and KPIs. How do you create a best-in-class process? And how do you implement it across the organization? These are some of the questions that may come to mind…

BI360 User Conference – Look Out Surf City USA, Here We Come!

Acumatica, BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Cloud, Fun, Microsoft Dynamics, Solver Operational Data Store (BI360 Data Warehouse module), Uncategorized

What to Expect Plus Tips to Help You Take Advantage of All Focus 2018 Has to Offer If you haven’t already registered to attend Focus 2018 (www.solverglobal.com/focus) on August 27 – 30, 2018, at the Hyatt Regency Huntington Beach Resort…

How to Align Your Business Strategy with Your Reporting, Planning and Analysis: Part 2

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Cloud, InfoManager (BI360 budgeting module), Solver Operational Data Store (BI360 Data Warehouse module)

This article will continue the discussion of improving these tasks and processes and ensuring that the strategy is aligned with the reporting, planning, and analysis. Planning consists of creating both an annual budget and forecasts.…

How to Enable Professional Reporting and Budgeting for Microsoft Dynamics 365 Business Central

BI360 Reporting, Cloud, Microsoft Dynamics, Microsoft Dynamics, Solver

The excitement for Dynamics 365 Business Central is growing, and organizations will need a CPM tool to achieve Reporting and Budgeting that enables world-class decision-making. Making world-class decisions is imperative for any organization…

How to Align Your Business Strategy with Your Reporting, Planning and Analysis: Part 1

BI360 Planning, Business Intelligence, Cloud, Collaboration, InfoManager (BI360 budgeting module), Solver Operational Data Store (BI360 Data Warehouse module)

This article will concentrate on improving these tasks and processes and ensuring that the strategy is aligned with the reporting, planning, and analysis. Every company has many tasks and processes, but a key question to ask the team is whether…

Guide to Finding the Best CPM Solution for Your Company

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Cloud, Collaboration, Excel 2010, InfoManager (BI360 budgeting module), Solver Operational Data Store (BI360 Data Warehouse module)

Reporting in the Future: Financial and Operational Reporting, Dashboards, and Analysis

BI360, BI360 Reporting, Business Intelligence, Collaboration, Excel 2010, Solver Operational Data Store (BI360 Data Warehouse module)

This article will zoom in on what you need to know about reporting solutions and processes that will set you up for a successful future. Just like strategy and goals at most companies are often quite disconnected from the budgeting process,…

Planning in the Future: Budgeting, Forecasting, and Modeling

BI360, BI360 Planning, Business Intelligence, Cloud, Collaboration, Excel 2010, InfoManager (BI360 budgeting module), Solver Operational Data Store (BI360 Data Warehouse module)

This article will explore and discuss what planning should and will look like in the future, zooming in on what you need to know about finding the right solution for your organization. Last week, I wrote generally about Corporate Performance…

Corporate Performance Management in the Future: How to Upgrade Reporting, Budgeting, Dashboards, and Data Warehouse Processes

BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Cloud, Collaboration, Excel 2010, InfoManager (BI360 budgeting module), Solver Operational Data Store (BI360 Data Warehouse module)

The purpose of this blog entry is to help you shape a vision for the optimal decision-making platform that your company should plan for today to be ready for the future. Sure, corporate performance management (CPM) vendors will keep innovating…

Corporate Performance Management in 2018: Reporting, Budgeting, Dashboards & Data Warehousing

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Cloud, Collaboration, Excel 2010, Fun, InfoManager (BI360 budgeting module), Solver Operational Data Store (BI360 Data Warehouse module)

This article launches the yearlong focus of this blog on leveraging the right corporate performance management (CPM) tools to manage and analyze data. The purpose of the blog this year is to provide executives, leadership teams, and those charged…

#ThisIsSolver: Recapping 2017 and Looking Ahead to 2018

BI360, Business Intelligence, Cloud, Collaboration, Fun

This blog entry will discuss the achievements Solver is most proud of in 2017 – and what to look forward to from the team in 2018. Last week, Solver hosted its annual white elephant gift exchange and holiday party. Lots of laughter, plenty…

Better Together: Integrated Payroll Reporting and Analysis for Dynamics 365 Business Central

How to Improve Budgeting, Planning and Forecasting

The Best and Most Affordable Reporting Tools

How to get the Most out of Power BI