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How to Prepare for an Enterprise Resource Planning Software Implementation

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This article focuses on the process of preparing for a software implementation.    Congratulations! You’ve already made the hard decision. You’ve done your research on software vendors, you’ve notified your IT and finance…
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Trends in Cloud Computing and Data Security

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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…
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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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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…
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Using Corporate Performance Management for Digital Transformation: Optimizing Operations and Transforming Products and Services, Part 2

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The blog article is the second entry in the series about using Corporate Performance Management (CPM) for digital transformation. As long as you’re around technology, you will experience digital transformation. As defined in Part 1 of Using…
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Coming Back from Microsoft Dynamics User Group Summit 2017: Fixin’ to Hit the Trail Running

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This article recaps the countrifried Microsoft Dynamics User Groups Summit in Nashville October 10-13, 2017. Well, if you wandered down the road to Music City this past week, you weren’t just hearing guitars, banjos, fiddles, and the trills…
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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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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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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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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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Excel Budgeting on Cloud for Banks

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This article will focus on Excel Budgeting on Cloud for Banks. Nothing is easier than Excel – When it comes to budgeting for a bank, it all starts with the balance sheet.  The main component of a bank’s revenue comes from the interest…
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Best Excel Reporting and Planning Tools on Cloud for Banks

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This article will focus on the Best Excel Reporting and Budgeting Tools on Cloud for Banks Excel: How do I love thee? Let me count the ways. (Sonnet 43) – The reason why we all love Microsoft Excel so much is that you can create almost any…
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Cloud-based BI Solutions for Banking

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This article will focus on Cloud-based Business Intelligence Solutions for Banking.   Why do I love my iPod Classic? – I got my 80GB iPod Classic around 2007.  I was able to load all 14,000 songs from my library onto it.  I created…
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How to Prepare for Your First Financial Reporting Implementation

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This article will discuss the process of preparing for a successful financial reporting implementation. In the modern business realm, you cannot avoid financial reporting. Whether it is a homegrown Excel process, a legacy software program,…
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My Prediction: Convergence between Business Intelligence and Corporate Performance Management Vendors in the Mid-Market

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This article will focus on the demand for convergence of Business Intelligence and Corporate Performance Management tools and why this benefits mid-market companies. The latest release of the Gartner Magic Quadrant for Business Intelligence…
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Dashboards for Real Estate Companies Using Microsoft Dynamics GP

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Visualization has some beneficial side effects. Visualization improves your performance; helps reach your potential, increases focus, boosts confidence, and so much more. Think about professional athletes. For instance, everyone from tennis…
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Cloud Financial Reporting and Budgeting Software for Banks

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This article will focus on Cloud Financial Reporting and Budgeting for Banks. New technology has drastically changed the way we communicate. - My 18-year old daughter has just discovered the show called The Office starring Steve Carell. …
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Cloud Reporting for Banks

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This article will focus on Cloud Reporting for Banks. Just what is Cloud Reporting? – TechTarget defines Cloud Analytics as a service model in which the reporting and analysis process are provided through a public or private cloud.…
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Data Warehousing for Hybrid Cloud Data Management

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This article will focus on key benefits of a data warehouse (DW) when associated with your cloud- and on-premise data sources. Have you watched a Tasty food video on Buzzfeed? The videos always start with a default still of the finished dish,…
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The Power of Good Drill-Down in Dynamics NAV Reports

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This article focuses on the importance of the drill-down function in your reporting tool. Have you looked at the summary page on your bank statement and not been able to recall a transaction you made? Or has your department made a large transaction…
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Dashboards for Media Organizations Using Dynamics GP

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This article discusses dashboard solutions for media organizations that are seeking to enhance their Microsoft Dynamics GP data analyses. Whether your organization focuses on television, radio, the Internet or a different medium, a complete…
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Microsoft Dynamics 365 has Accelerated the Cloud ERP Revolution, but What About Your Reporting and Budgeting Needs?

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This article discusses next steps to take for your reporting and budgeting needs regarding Dynamics 365. Microsoft unveiled their cloud-based enterprise resource planning (ERP) system, Dynamics 365, just a little over a month ago. As a potential…
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Planning Your Thanksgiving Dinner with Business Intelligence!

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The week is finally here where we gather around the table and share a delicious Thanksgiving meal with our loved ones. As much as we enjoy the good food, family time, and days off from work, organizing and hosting this special dinner can be…
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How Does Business Intelligence for Dynamics GP Benefit My Department?

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This article will focus on the benefits of Business Intelligence (BI) for the sales, marketing, human resources, and information technology departments using Dynamics GP. Each department has an important role in a company. As a department…
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Microsoft Dynamics 365 – What It All Means

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On November 1, Microsoft officially released not just one new version of Dynamics, but two.  And there’s the element of moving away from 4 different products and toward one entity or umbrella that has two different offerings, but more importantly,…