Best CPM and Budgeting Strategies for Growing Companies

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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…

Manual Application of Corporate Performance Management (CPM) Software

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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 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…

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

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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!

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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…

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.…

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

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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…

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

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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

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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

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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…

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…

Top 5 Reporting Problems Faced by a CEO and Their Technology Solutions, Part 2

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This article continues 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 the…

Top 5 Reporting Problems Faced by a CEO and Their Technology Solutions, Part 1

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This article discusses the top five problems facing CEOs today in regard to corporate performance management, zooming in on reporting. In interviewing a very successful CEO and founder of a large company, it was revealed that he had tried…

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…

The Power of Modern, Self-Service Ad Hoc Reporting

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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

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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…

Cloud Budgeting for Microsoft Dynamics GP

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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…

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

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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.…

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…

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…

Replacing FRx and Management Reporter with Cloud Reporting for Microsoft Dynamics

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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…

Cloud Budgeting for Acumatica

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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…

Cloud Data Warehouse for Acumatica

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This article is about data warehouses (DWs) for organizations utilizing Acumatica so you can optimize your reporting capabilities by making the best software investment. Have you ever set foot in a factory or a warehouse before? It’s…

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…

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…

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…

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…