Adaptive Insights Archives

Tag Archive for: Adaptive Insights

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How to Prepare for an Enterprise Resource Planning Software Implementation

Acumatica, Cloud, Collaboration, ERP Partner Program (VAR), GPUG, Intacct, Microsoft Dynamics, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, Solver

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…

How to get the Most out of Power BI

BI360, BI360 Reporting, Business Intelligence, Microsoft Dynamics

This article discusses how you can combine the strengths of leading business intelligence and corporate performance management solutions to create easy-to-use, business dashboards and operational reports. It’s an industry-known fact…

Your Guide to Finding the Best CPM Solution for Your Company

Blog

This article covers the top things to consider when buying a CPM tool. It’s overwhelming to find the best software for your organizational needs. This is why we have created a guide for companies that are looking for a corporate performance…

The Benefits of Budgeting with Budget Templates

BI360, BI360 Planning, Cloud

The Benefits of Budgeting with Budget Templates Part 1

BI360, BI360 Planning, Business Intelligence, Cloud, Collaboration, GPUG, Intacct, Microsoft Dynamics, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One

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…

Enterprise Technology Cloud Strategy with Reporting and Budgeting for Microsoft Dynamics

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Cloud, Collaboration, Excel 2010, InfoManager (BI360 budgeting module), Microsoft Dynamics, Solver Operational Data Store (BI360 Data Warehouse module)

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…

Cloud Reporting for Microsoft Dynamics 365 Finance

BI360 Reporting, Business Intelligence, Cloud, Microsoft Dynamics, Solver Operational Data Store (BI360 Data Warehouse module)

Cloud CPM vs Business Intelligence

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Cloud, Collaboration, Excel 2010, InfoManager (BI360 budgeting module), Solver Operational Data Store (BI360 Data Warehouse module)

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…

Cloud Financial Reporting for Acumatica

Acumatica, BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting

This article will focus on financial reporting software options for Acumatica users. Financial reporting is arguably the meat and potatoes of corporate performance management (CPM) as your company goes about the work of summarizing the…

Budgeting and Forecasting in a Multi-cloud World

BI360, BI360 Planning, Business Intelligence, Cloud, Collaboration, Excel 2010, InfoManager (BI360 budgeting module), Solver Operational Data Store (BI360 Data Warehouse module)

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…

Why Move Financial Planning and Analysis (FP&A) to the Cloud?

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Cloud, ERP Partner Program (VAR), Fun, GPUG, Intacct, Microsoft Dynamics, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One

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…

Enterprise Budgeting on Cloud for Banks

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Cloud, Collaboration

This article will focus on the Enterprise Budgeting on Cloud for Banks. The Cloud is coming! Are you prepared? I read a story once about a land that was going through a drought, famine, and warfare. After a momentous battle, a leader…

Spreadsheet Design and Excel Tips for Better Reporting with Sage

BI360, BI360 Planning, BI360 Reporting, Business Intelligence, Excel 2010, InfoManager (BI360 budgeting module), Sage 100, Sage 300, Sage 500, Sage X3, Solver Operational Data Store (BI360 Data Warehouse module)

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.…

Top Cloud-Based Budgeting Tools for Banks

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, InfoManager (BI360 budgeting module), Solver Operational Data Store (BI360 Data Warehouse module)

This article will focus on the Top Cloud-Based Budgeting Tools for Banks. When renting a furnished apartment makes sense – Many of us have had the joy of seeing our loved ones graduate college, get a job, and find an apartment. We are…

10 Tips for Better Reporting with Excel for Dynamics 365

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Collaboration, Excel 2010, Microsoft Dynamics, Solver Operational Data Store (BI360 Data Warehouse module)

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…

Top Cloud-based Reporting Tools for Banks

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This article will focus on the Top Cloud-based Reporting Tools for Banks. Why was Dick Tracy’s watch so cool? Dick Tracy was the main character of a comic strip that started in 1931. He was a police detective that used forensic science,…

Excel Budgeting on Cloud for Banks

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Collaboration, ERP Partner Program (VAR), Excel 2010, Fun, InfoManager (BI360 budgeting module)

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…

Top 10 Tips for Better Reporting with Excel for SAP Business One

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Easy Cloud-based Reporting for Banks

BI360 Reporting, Business Intelligence, Collaboration, Excel 2010, Solver Operational Data Store (BI360 Data Warehouse module)

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…

Best Excel Reporting and Planning Tools on Cloud for Banks

Blog, Business Intelligence, Collaboration, ERP Partner Program (VAR), Solver

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…

How to Prepare for Your First Financial Reporting Implementation

Acumatica, BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Collaboration, ERP Partner Program (VAR), Excel 2010, Fun, GPUG, InfoManager (BI360 budgeting module), Intacct, Microsoft Dynamics, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, Solver Operational Data Store (BI360 Data Warehouse module)

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,…

Top Cloud-based Financial Planning and Analysis Budget Tools for Banks

Blog, Solver

This article will focus on the Top Cloud-based Financial Planning &Analysis (FP&A) Budget Tools for Banks. The way things used to be – When I first got into building a budget for a bank, we were using Lotus 1-2-3 spreadsheets…

Is Forecasting the Most Important Piece of your Planning Pie?

BI360, BI360 Planning, Business Intelligence, Collaboration, Excel 2010, InfoManager (BI360 budgeting module)

This article discusses the importance of forecasting in the context of planning processes. I’ve written about Forecasting versus Budgeting before, but in the face of the apparent trend of forecasting becoming more and more popular and impactful,…

Dashboards for Media Organizations Using Dynamics GP

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Collaboration, ERP Partner Program (VAR), Microsoft Dynamics, Uncategorized

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…

Microsoft Dynamics 365 has Accelerated the Cloud ERP Revolution, but What About Your Reporting and Budgeting Needs?

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Collaboration, ERP Partner Program (VAR), Excel 2010, Fun, InfoManager (BI360 budgeting module), Microsoft Dynamics, Solver Operational Data Store (BI360 Data Warehouse module), Uncategorized

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…

Cloud Business Intelligence Solutions for Acumatica

Acumatica, BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Collaboration

This article explores financial reporting and budgeting options in the cloud for your Acumatica Enterprise Resource Planning (ERP) system. In today’s business world, our processes and technology platforms require accessibility and flexibility,…

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

Acumatica, BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Collaboration, Excel 2010, Fun, GPUG, InfoManager (BI360 budgeting module), Intacct, Jobs, Microsoft Dynamics, Sage 100, Sage 500, Sage X3, Solver Operational Data Store (BI360 Data Warehouse module)

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.…

Business Intelligence for Sage 100

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Collaboration, Excel 2010, InfoManager (BI360 budgeting module), Sage 100, Solver Operational Data Store (BI360 Data Warehouse module)

In this article, we’ll explore what Business Intelligence solutions can do to help you achieve a best-of-breed Sage 100 experience that drives smarter organizational decision-making. The modern business world moves at such a pace that it…

Microsoft Dynamics 365 – What It All Means

BI360, BI360 Dashboards, BI360 Planning, BI360 Reporting, Business Intelligence, Collaboration, ERP Partner Program (VAR), Excel 2010, GPUG, InfoManager (BI360 budgeting module), Microsoft Dynamics, Solver Operational Data Store (BI360 Data Warehouse module)

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,…

Reporting for Manufacturing Companies with SAP Business One

BI360, BI360 Reporting, Business Intelligence, Collaboration, SAP Business One

This article will discuss financial report writers in today’s marketplace for manufacturing organizations looking to expand their SAP Business One experience. Have you used a Fitbit before to track your fitness activity, diet and sleep?…