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…

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 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…

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…

What’s Next for SAP Business One: Recapping the Biz.ONE Conference

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This entry will recap the Biz.ONE User Group Conference, held in Garden Grove October 23-25, 2017 – and what’s on the horizon for SAP Business One. I had the pleasure of attending the Biz.ONE conference, hosted by the Americas’ SAP Users’…

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…

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…

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…

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…

Budgeting and Forecasting in a Multi-cloud World

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This article is the final installment in a series focused on how Corporate Performance Management (CPM) tools can serve as a true solution, particularly zooming in on budgeting and forecasting challenges companies face with data housed in multiple…

Financial and Operational Reporting in a Multi-cloud World

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This article is the second in a series about how Corporate Performance Management (CPM) applications can function as a true solution, this time specifically in regard to reporting and analysis challenges businesses face with data spread across…

Corporate Performance Management to the Rescue in a Multi-cloud World

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This article is the first in a series about how Corporate Performance Management (CPM)  applications can be a true solution for the reporting, analysis and budgeting challenges that businesses face with their data spread across multiple cloud…

Spreadsheet Design and Excel Tips for Better Reporting with Sage

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This article will zoom in on reporting solutions and spreadsheet design for organizations looking to enhance their experience with Sage. Every company needs a powerful, impactful financial reporting tool to remain competitive in their industry.…

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 &…

10 Tips for Better Reporting with Excel for Dynamics 365

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This article discusses reporting tools and best practices on spreadsheet design for companies looking to expand their Microsoft Dynamics 365 experience. Companies need powerful financial reporting solutions to help remain competitive in their…

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…

Cloud-based Call Report Automation for Banks

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This article will focus on Cloud-based Call Report Automation for Banks.   Why does going to the dentist always seem stressful? I have been going to the same dentist for over twenty years.  He has seen my children grow up.  He has seen…

Easy Cloud-based Reporting for Banks

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  This article will focus on Easy Cloud-based Reporting for Banks. Have you ever wondered why Do It Yourself (DIY) shows are so popular? According to a Country Living article, "There's a before, during and after in one TV show—so, you…