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How to Customize Budgeting Reports: Part 2

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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,…
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The Most Efficient Reporting & Analysis Tools

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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…
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How to Build a Corporate Performance Management (CPM) Solution

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

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

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

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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…
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Top 5 Reporting Problems Faced by a CEO and Their Technology Solutions, Part 3

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This article concludes the discussion of the top five problems facing CEOs today in regard to corporate performance management, with a focus on reporting. In interviewing a very successful CEO and founder of a large company, he expressed…
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Corporate Performance Management in 2018: Reporting, Budgeting, Dashboards & Data Warehousing

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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…
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What to be Thankful For in this Cloud Era of Enterprise and CPM Technology

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This article will explore the things we should be thankful for with cloud being the platform of choice for technologies in the workplace. Let me begin by stating what most of already know: the future is cloud, and it has arrived. IBM defines…
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Using Corporate Performance Management for Digital Transformation: Engaging Customers and Empowering Employees, Part 1

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The blog article is the first part in using Corporate Performance Management (CPM) for digital transformation. What is digital transformation? It sounds like most nebulous concept terms that mean something different to almost everyone. According…
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What to Expect from the Sage Acquisition for Sage and Intacct Users

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In this article, we will be discussing details about the Sage acquisition of Intacct and how that will shape financial management for both Sage and Intacct users. You heard it. On July 25th, Sage announced that it will be acquiring Intacct…
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Focus 2017: Another Record-Breaker in the Books

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This article will recap all of the details from Focus 2017, the 5th annual user conference for BI360 customers and partners. And just like that, Focus 2017 has come and gone. For the planning committee at Solver, charged with the planning and…
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Enterprise Technology Cloud Strategy with Reporting and Budgeting for Microsoft Dynamics

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This article will discuss leveraging corporate performance management (CPM) solutions as a foundation for an enterprise technology cloud roadmap. I find myself thinking about cloud technology all the time these days. And this is particularly…
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FOCUS 2017: What are your expectations?

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This article will talk about what BI360 customers and partners can expect for BI360 Focus this late August. Solver Global, along with its customers and partners, will come together in just a few weeks on Monday August 21, at the Hilton La Jolla…
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Power BI and Cloud CPM for Microsoft Dynamics ERPs

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This article will discuss the power of combining the forces of cloud corporate performance management (CPM) and Microsoft Power BI for a true best-of-breed solution with Dynamics ERPs. It’s hard to deny the popularity and buzz of Microsoft’s…
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IT as a Crucial Partner in Cloud and On-Premises CPM and Enterprise Technology Management

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This article is an interview with Solver CIO Hadrian Knotz about the role of IT in managing cloud and on-premises technologies. In this changing enterprise technology climate, I knew I wanted to sit down with an IT subject matter expert to learn…
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Development Changes and Challenges for Cloud CPM

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This article is an interview with Solver’s Chief Technology Officer (CTO) Mike Applegate about technology development and enterprise technology management in the Corporate Performance Management (CPM) realm.     As many of you know,…
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Demystifying the Basic Architecture Framework for Analytics

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This article will simplify the architectural building blocks that unite data for decision making. Understanding the technological architecture necessary to enable analytics is a daunting process for mid-sized companies. The marketing noise…
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Focus 2017: A BI360 Family Reunion

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This article will detail what BI360 customers and partners can expect from the 5th edition of Focus, the annual user conference Solver puts on in Southern California. When I first attended Focus in 2014, I was relatively new to the corporate…
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Cloud CPM vs Business Intelligence

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This article discusses the differences between corporate performance management (CPM) and business intelligence (BI) solutions in the cloud technology era. On this blog, we write a lot about corporate performance management (CPM) tools. And…
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Cloud Financial Reporting for Acumatica

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This article will focus on financial reporting software options for Acumatica users.   Financial reporting is arguably the meat and potatoes of corporate performance management (CPM) as your company goes about the work of summarizing the…
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Cloud Reporting for Dynamics 365 for Finance and Operations Business Edition

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In this article, financial reporting solutions for organizations utilizing Dynamics 365 for Finance and Operations, Business Edition will take center stage, so you can make the best software investment.   Last November, Microsoft took…
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The Future is Now: Cloud-Based CPM is Here to Stay

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This article will discuss the established place for Cloud-Based CPM – the journey to embracing the newer platform and the value proposition that became a tipping point. If you are as plugged into technology as even the next guy, you are definitely…
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Don’t Let Hackers Cloud Your Vision of Corporate Performance Management

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This article will focus on Cloud-Based analytics for Banks in the Era of Data Hackers. Getting to know all about you - A $1 Billion Credit Union recently approached me wanting to know my methodology to Corporate Performance Management…
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Why Move Financial Planning and Analysis (FP&A) to the Cloud?

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This article explores financial planning and analysis in the cloud for your CPM strategies. In the budgeting and forecasting realm, Financial Planning and Analysis (FP&A) is becoming more and more relevant. Most mid-sized and large companies…
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Enterprise Budgeting on Cloud for Banks

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This article will focus on the Enterprise Budgeting on Cloud for Banks. The Cloud is coming!  Are you prepared?  I read a story once about a land that was going through a drought, famine, and warfare.  After a momentous battle, a leader…
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Focus 2017: Where BI360 Users Find Their Groove

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New Sessions. More Networking. More Ways to Learn. August 21-24, 2017 | Hilton La Jolla Torrey Pines, San Diego, CA. It’s coming. And it’s expected to be the best one yet. I’m talking about the fifth annual BI360 Focus conference for…
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Cloud-Based Enterprise Reporting for Banks

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This article will focus on the Cloud-Based Enterprise Reporting for Banks. What is Enterprise Reporting?  In the past, Business Intelligence (BI) was limited to the office of Finance and typically with a key focus on Financial, Planning &…