BI360 Planning Archives

Budgeting and Forecasting for Sage Intacct

How to Improve Budgeting, Planning and Forecasting

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting

How to Use Workflows in Your Budgeting Process

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…

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 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)

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…

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

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…

Cloud Budgeting for Microsoft Dynamics GP

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

This article will zoom in on your options for modern, robust budgeting in the cloud for Microsoft Dynamics GP. As Microsoft secures its spot in the global race to be cloud technology leaders, on-premise Dynamics GP users are navigating their…

Using Corporate Performance Management for Digital Transformation: Engaging Customers and Empowering Employees, Part 1

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

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…

How CPM Tools Can Help Migrate to Dynamics 365

BI360 Planning, BI360 Reporting, Business Intelligence, Cloud, Collaboration, ERP Partner Program (VAR), InfoManager (BI360 budgeting module), Microsoft Dynamics, Solver Operational Data Store (BI360 Data Warehouse module)

What to Expect from the Sage Acquisition for Sage and Intacct Users

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Cloud, ERP Partner Program (VAR), Intacct, Sage 100, Sage 300, Sage 500, Sage X3

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…

Focus 2017: Another Record-Breaker in the Books

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

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…

Enterprise Technology Cloud Strategy with Reporting and Budgeting for Microsoft Dynamics

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

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…

FOCUS 2017: What are your expectations?

Acumatica, BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Cloud, Collaboration, ERP Partner Program (VAR)

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…

Cloud Budgeting for Acumatica

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

This article will discuss the options you have to achieve modern, rich budgeting in the cloud with Acumatica. The leading cloud ERPs, like Acumatica and recently acquired Intacct, were ahead of the curve with their platforms – and we’re…

Power BI and Cloud CPM for Microsoft Dynamics ERPs

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…

IT as a Crucial Partner in Cloud and On-Premises CPM and Enterprise Technology Management

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…

Development Changes and Challenges for Cloud CPM

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Cloud

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,…

Focus 2017: A BI360 Family Reunion

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…

Cloud CPM vs Business Intelligence

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…

Cloud Financial Reporting for Acumatica

Acumatica, BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting

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…