Posts

Top Management Reporting Software for Credit Unions

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This article will focus on the Top Management Reporting Software for Credit Unions.   Different Types of Reporting -   At first, this article was going to be about the top Reporting software for Credit Unions.  I then realized that there…

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…

Enterprise Budgeting on Cloud for Banks

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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 told…

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…

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…

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…

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

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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…

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…

Web-based Reporting for Banks

This article will focus on Web-based Reporting for Banks. Who cares about web-based reporting for banks? When we think about reporting for banks, we often think about accountants, controllers, and CFO’s.  According to The Wharton School,…

Sales Forecasting and Analysis for Microsoft Dynamics CRM and Salesforce

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This article discusses tools that will impact forecasting and analyses for Microsoft Dynamics CRM and Salesforce users. If your organization has a sales and marketing team, and your organization wants to show your customers that they are…