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Dans un communiqué de presse récent, Microsoft et Solver ont lancé un « Accord de coopération » (Accord) pour fournir des outils de planification et de reporting entiÚrement intégrés pour Dynamics 365 Finance de Microsoft. Cet accord offre plusieurs avantages aux clients actuels et futurs de Dynamics 365 Finance (Finance) et, par ricochet, plusieurs de ces avantages seront également disponibles pour les clients de Microsoft Dynamics 365 Business Central (Business Central). Les principaux avantages pour les clients de Finance, les clients de Business Central et les deux (D365) sont présentés ci-dessous.

Plus de succĂšs dans la vente de Microsoft Dynamics 365 Finance & Business Central

Les ERP D365 Ă©tant un point d’ancrage important dans le domaine de la finance pour Microsoft et un moteur de revenus rĂ©currents du Cloud, la collaboration avec Solver permettra d’augmenter le taux de rĂ©ussite dans toutes les affaires oĂč les clients recherchent un ERP + des fonctions avancĂ©es de planification et de reporting. 

Ces derniĂšres annĂ©es, les concurrents de D365, comme Workday et Oracle avec son application NetSuite, ont complĂ©tĂ© leurs systĂšmes comptables par de solides fonctionnalitĂ©s de reporting financier, de budgĂ©tisation et de prĂ©vision. Workday l’a fait en acquĂ©rant et en intĂ©grant Adaptive Insights et Oracle a ajoutĂ© son produit Cloud Hyperion Ă  NetSuite.

Les intĂ©grations bidirectionnelles, le drill-down, les rapports prĂȘts Ă  l’emploi, les formulaires budgĂ©taires et les tableaux de bord prĂ©vus, en plus de l’accord Solver avec Microsoft, aideront Ă  Ă©galer les avantages CPM de leurs concurrents et probablement Ă  les dĂ©passer. L’une des raisons est que Solver va au-delĂ  de D365 en prenant Ă©galement en charge de nombreuses autres technologies Microsoft, comme nous le verrons plus loin.

Accùs direct à d’autres produits Microsoft (Office, Azure – peu de CPM sur Azure, Teams).

La solution Solver est l’une des rares applications CPM Ă  fonctionner dans le Cloud Microsoft Azure. La plupart des autres fournisseurs de CPM ont choisi trĂšs tĂŽt de s’associer Ă  Amazon et ont dĂ©ployĂ© leurs solutions sur la plate-forme AWS. Toutefois, pour Microsoft, les clients de Dynamics qui mettent Ă©galement en Ɠuvre Solver bĂ©nĂ©ficient d’avantages supplĂ©mentaires, tels que :

  • IntĂ©grations Ă©troites avec D365 (avec des fonctionnalitĂ©s supplĂ©mentaires Ă  venir suite Ă  l’accord avec Microsoft)
  • AccĂšs facile en tant qu’application certifiĂ©e et prĂ©fĂ©rĂ©e sur la place de marchĂ© Microsoft AppSource.
  • Connecteur Power BI certifiĂ©
  • IntĂ©gration avec Microsoft Excel
  • Azure Active Directory (AAD) avec signature unique (SSO)
  • CompatibilitĂ© avec Microsoft Teams
  • Revenus annuels rĂ©currents de co-vente Ă  Microsoft

Des Commerciaux Microsoft Commissionnés

Dans l’Ăšre prĂ©-Cloud, souvent Ă  la grande frustration des dĂ©veloppeurs de logiciels indĂ©pendants (ISV) pour Microsoft, il y avait rarement des avantages financiers directs pour un commercial Microsoft de faire des efforts supplĂ©mentaires pour apporter des produits ISV Ă  leurs comptes clients. Cependant, en devenant un leader mondial du Cloud avec Azure, Microsoft s’est Ă©galement rendu compte que les ISV basĂ©s sur Azure gĂ©nĂšrent d’importants revenus rĂ©currents basĂ©s sur les ressources Azure qu’ils consomment en permanence. Pour crĂ©er une motivation et un avantage directs pour ses propres commerciaux, Microsoft a crĂ©Ă© un programme dit de « co-vente » dans le cadre duquel ses commerciaux ont des quotas de commission pour les ISV participants qu’ils aident Ă  vendre dans leurs comptes.

Afin d’encourager la collaboration avec les Ă©quipes de terrain de Microsoft, Solver fait partie du niveau le plus Ă©levĂ© du programme de co-vente pour le secteur Finance, appelĂ© « Dynamics 365 Finance ISV Connect Premium Tier Co-sell Ready Program ». Voici une interview d’April Olson, chef de produit principal pour Microsoft Dynamics 365, qui parle de la collaboration avec Solver.

La satisfaction du client, source d’adhĂ©sion

Microsoft, comme toute autre entreprise, connaĂźt tous les avantages d’avoir des clients trĂšs satisfaits. Les revenus rĂ©currents Ă©tant au cƓur des prĂ©occupations des entreprises axĂ©es sur le Cloud Computing, la satisfaction des clients fait l’objet de plus d’attention que jamais. Un client satisfait signifie gĂ©nĂ©ralement que ce client est susceptible de renouveler, voire d’Ă©tendre, ses abonnements.

Lorsqu’une entreprise investit du temps et de l’argent dans plusieurs solutions connectĂ©es, telles que D365 et Solver, et que le retour sur investissement est conforme aux attentes, elle reste gĂ©nĂ©ralement fidĂšles Ă  ces plateformes. C’est ce que l’on appelle souvent la « fidĂ©lité » dans le domaine des technologies.

L’accord annoncĂ© entre Microsoft et Solver a pour objectif principal la satisfaction Ă©levĂ©e des clients. Il s’accompagne d’une nouvelle technologie qui promet un dĂ©lai de rentabilisation rapide et des fonctionnalitĂ©s qui aideront les clients Ă  permettre Ă  leurs responsables de prendre des dĂ©cisions plus rapides et plus judicieuses.

Avis des analystes sur Dynamics 365 Finance & Business Central

De nombreux analystes suivent le secteur des progiciels de gestion intĂ©grĂ©s (ERP). Leurs enquĂȘtes et recherches auprĂšs des clients mettent souvent en Ă©vidence les forces et les faiblesses de chaque fournisseur. De nombreux clients potentiels utilisent les rapports des analystes pour Ă©tayer leurs dĂ©cisions d’achat d’un ERP. De mĂȘme, lorsque leurs produits obtiennent une note Ă©levĂ©e ou une position forte dans un quadrant d’analyse, les commerciaux utilisent ces rapports dans le processus de vente.

L’accord avec Solver profitera aux clients de D365 avec des fonctionnalitĂ©s Ă©troitement intĂ©grĂ©es pour la budgĂ©tisation, les prĂ©visions, le reporting et les consolidations financiĂšres avancĂ©es. Outre les possibilitĂ©s d’intĂ©gration renforcĂ©es, en particulier pour les applications ISV basĂ©es sur Azure, Microsoft encourage les relations telles que celle avec Solver pour maximiser la satisfaction des clients, ce qui, en fin de compte, favorise Ă©galement la couverture dans les rapports d’analystes.

Contactez Solver dĂšs aujourd’hui pour en savoir plus

La collaboration entre Microsoft et Solver renforce le pari stratĂ©gique de l’entreprise de travailler avec les Ă©diteurs de logiciels indĂ©pendants (ISV) pour permettre la mise sur le marchĂ© d’offres qui aideront les clients dans leur transformation numĂ©rique. Si l’on ajoute Ă  cela des incitations telles que le programme Co-sell de Microsoft et d’autres avantages Ă©voquĂ©s dans cet article, il existe une opportunitĂ© historique pour les commerciaux Microsoft et les ISV d’apporter des solutions Cloud unifiĂ©es aux clients afin de favoriser le succĂšs de leurs entreprises.

Contactez-nous dĂšs aujourd’hui pour en savoir plus sur notre partenariat et ses avantages.

liquidityriskanalysis

Nobody likes a budget that is far off target, especially when it could result in a liquidity crisis. Luckily, most companies rarely have to experience such a stressful event. Although, in a turbulent economy where interest rates and stock indexes move up and down like yo-yos and news about corporate layoffs are part of daily news headlines, strong financial clarity does not seem like a bad idea.

So, what does a cash flow forecast mean to most people?

Here is a definition: A cash flow forecast is a plan that shows how much money a business expects to receive in, and pay out, over a given period of time. 

Based on the definition above, it seems logical that all businesses should have a cash flow forecast perfectly ingrained in their corporate processes, but is that the reality? Let’s take a closer look at this.

Are All Businesses Doing Cash Flow Forecasting?

As much as it seems to make perfect sense to have a good estimate of your future cash outflows and inflows, many companies never get around to doing it. This is especially true in small and mid-sized businesses. Some of the reasons for the lack of cash flow forecasting models are the following:

  • The finance staff don’t have time to prepare it
  • Lack of tools that automate cash flow forecasting
  • Complexity in creating a good cash flow model
  • Lack of accuracy in past models leading to reduced appetite to repeat it
  • Other business tasks or fires keep executives focused in other areas
  • The financial planning team is exhausted after then annual budget process with no time or motivation to re-forecast the budget during the year

Regardless of the reason for not doing a cash flow forecast, healthy cash flow is the lifeblood of all businesses, so there is no lack of motivation.

Let’s look at the potential benefits of accurate cash flow forecasting.

Why Do Companies Want to Project Their Future Cash Outflows and Inflows?

Most executives know they would sleep better at night if they had a mechanism that fairly accurately could tell them if the liquidity of their business is healthy or not in the months ahead.

Below is an example of a report using simple color indicators and charts to help managers analyze the company’s projected cash position based on underlying cash flow forecast.

liquidity risk analysis

There are several very logical reasons why a company can benefit from regular cash flow forecasts, including:

  1. Reduce the risk of insolvency – by having a clear idea of any upcoming liquidity issues, management can react early and avoid drama and stress
  2. Move faster on investment opportunities – if you, thanks to a cash flow forecast, early on know that the business will be flush with cash in the months ahead, you can start planning acquisitions, down payment of high interest debt, purchases of strategic capital assets, etc.
  3. Satisfy bankers to enable debt financing or other bank-backed financial transactions

In other words, solid cash flow forecasts can be of tremendous value to a management team. However, if many financial teams dread the additional work of doing planning and performing a cash flow analysis, how can companies still get it done?

How to Automate Cash Flow Forecasts?

As in many other cases, technology can help automate laborious tasks. In the case of cash flow forecasting, there is a cloud software category often referred to as Corporate Performance Management (CPM) solutions that includes vendors such as Adaptive Insights, Centage and Solver that specialize in planning, budgeting and forecasting.

Benefits of CPM tools include scenario forecasting to predict “great”, “good” and “bad” scenarios so managers can plan accordingly. In other cases, CPM solutions provide entire driver-based forecast processes. Driver-based means that the forecast includes assumptions that help automate and simplify creation of sales, payroll, expenses, balance sheet and cash flow forecasts.

Sometimes managers don’t have the time or the need for a full forecast to analyze projected liquidity, in which case they can use simulation models to quickly adjust elements of their cash outflows and inflows to see the impact on the cash position as seen in this example:

cashflowanalysis

Most executives would agree that accurate cash flow forecasts provide numerous benefits to their business. During economic turmoil cash flow forecasts can help lower the risk of running into liquidity problems and increasing the chance to be ready to jump on investment opportunities. Regardless of the motivation, there are good tools available to help automate and simplify such financial planning processes.

At Solver, we offer Corporate Performance Management Solutions that help you establish cash flow forecasts and analyses and prepare for uncertain times. Contact one of our expert team members to learn how we can help you improve your cash flow processes.

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This article explores the popular Dynamics 365 Business Central cloud ERP system and how you can achieve advanced reporting and budgeting.
After Microsoft’s highly anticipated release of Dynamics 365 Business Central (D365 BC) a few years ago companies evaluating the solution has, as expected, quickly zoomed in on reporting, budgeting and business intelligence (BI) capabilities.

But, let’s zoom out for a moment
after 25 years in the software industry, I have yet to see an ERP system with fantastic reporting, budgeting and BI capabilities built into the ERP. Alas, the world’s most used tool in this area remains the ever popular Microsoft Excel spreadsheet! There is actually a good reason for ERPs failing in this area with their native functionality, and that is that the demands for advanced calculations and formatting, currency conversion, consolidations, budget workflow, custom budget input forms, and charts simply are too much for the otherwise controlled and accounting-focused ERP applications. That is also a main reason why there is a flourishing corporate performance management (CPM) and BI industry out there that plugs these and other planning and decision-making related holes in ERP systems. It has become a symbiotic relationship in many ways with a sometimes elegant dance, especially when there are solid integrations that exist between ERPs, CPM solutions, and BI tools.

So, where does Dynamics 365 Business Central (D365 BC) land in terms of advanced reporting and budgeting? Well, as expected, it has native reporting and budgeting at the typical level where most modern ERPs have it. So
if ERP history is any indication, that means that 90-95% of all D365 BC customers will at least partially be using their beloved Excel spreadsheets for some of their reporting and a lot of their budgeting and forecasting. That is, unless they are ready to step up the CPM game and look at CPM tools like Solver for full blown cloud budgeting, reporting and consolidations that are pre-integrated and also running on Microsoft Azure as a multi-tenant solution.

But wait a minute, that was CPM, but what about BI? Actually, here Microsoft seems to have achieved a home-run in the past few years with Power BI. Not only did Power BI recently become the leader in the Gartner BI Quadrant, but Microsoft has done an excellent job integrating it to D365 BC and many other transaction systems.

So, if you work for an organization that plans to evaluate Dynamics 365 Business Central, between Power BI from Microsoft and advanced CPM solutions like Solver, you should be in good shape to turbo-charge your organization’s decision-making abilities in the years ahead.

Good luck and enjoy your ERP, BI, and CPM journey!

Solver enables world-class decisions with the Solver cloud based CPM suite made up of budgeting, reporting, dashboards, and data warehousing, delivered through a web portal. Solver is reinventing CPM with its next generation user-friendly solution. Solver empowers business users with modern features including innovative use of cloud-connected Excel in the report and budget form design process. If you’re interested in learning more, our team is excited to hear about your organizational needs and goals.