BI360 Reporting Archives

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…

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

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…

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,…

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…

The Power of Modern, Self-Service Ad Hoc Reporting

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

This article will discuss the benefits of today’s self-service ad-hoc reporting solutions for quick, powerful reports for all business end users. In today’s business world, it feels like we’re always racing to keep up with our immediate…

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…

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)

Netflix's Okja and Cloud Financial Reporting: The Parallels of Powerful Storytelling

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

This article will look at the power of modern cloud financial reporting through the lens of powerful storytelling, as delivered by Netflix’s Okja. Sometimes, a movie comes along that captures a generation and perhaps even changes the culture.…

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…

Replacing FRx and Management Reporter with Cloud Reporting for Microsoft Dynamics

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

This article explores the cloud reporting options you have for replacing FRx and Management Reporter. Sometimes, it’s hard for me to believe that some companies might still be using FRx, as the product was retired by Microsoft – and replaced…

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…

How to Improve Budgeting, Planning and Forecasting

The Best and Most Affordable Reporting Tools

How to get the Most out of Power BI