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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…
Bank CFO

The Benefits of Budgeting with Budget Templates Part 1

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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…
Bank CFO

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…
Bank CFO

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…
Bank CFO

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…
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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…
Bank CFO

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

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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…
Bank CFO

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…
Bank CFO

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,…
Bank CFO

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…
Bank CFO

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.  The…
Bank CFO

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.  These…
Bank CFO

10 Steps to Successful KPI and Metric Design Using Dynamics GP, Part 2

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This article is the second part in planning for a KPI design project. A Key Performance Indicator (KPI) is a lot like a GPS navigation system. A GPS navigation device allows a driver or a passenger to be in charge when making decisions about…
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10 Steps to Successful KPI and Metric Design Using Dynamics GP, Part 1

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This article is the first part in planning for a KPI design project. A Key Performance Indicator (KPI) can help your company understand if your company is on the right track, and if it is not, it can help your company understand where to focus…
Bank CFO
Bank CFO

What should I be looking for in a Performance Management Tool for Banks?

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This article will focus on what you will be looking for in a Performance Management Tool for Banks.   What is Performance Management?  According to the Harvard Business School, performance measurement focuses on four main areas: -Communicating…
Bank CFO

Reporting for Media Organizations using Dynamics GP

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This article will discuss modern, dynamic reporting for media organizations that use Microsoft Dynamics GP, including what to look for in a software solution. Financial reporting is absolutely unavoidable in the modern business world.  We’re…
Bank CFO

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,…
Bank CFO

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…
Bank CFO

Finishing the Year Right with Reporting for Dynamics GP

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This article is an interview with Solver Controller Gina Louie about wrapping up end of year with reporting for Dynamics GP users. Recently, I had the opportunity to sit down with the person responsible for wrapping up Solver’s operational…
Bank CFO

The Importance of Business Intelligence for All Companies and how it Impacts the Beginning of the Year

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After the Thanksgiving holiday, I sat down with Solver’s Chief Operating Officer (COO) Corey Barak to talk about the importance of business intelligence (BI) for organizations. Corey is our “Chandler” from the television sitcom, Friends.…
Bank CFO

The Importance of BI360 Training

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The importance of training is more than just the obvious. BI360 users will often say, “I don’t know how to use BI360, so let me take a training class.” Structured training is about the best way to learn how to use and become more efficient…
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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…
Bank CFO

Things to be Thankful for in Today’s Business Intelligence Solutions for Not-For-Profit Organizations

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In this article, we discuss how business Intelligence (BI) tools have helped not-for-profit organizations focus more on their mission and less on budgeting and reporting. Thanksgiving is right around the corner, and we thought it would be appropriate…
Bank CFO

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…
Bank CFO

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,…