Tag Archive for: TM1

Bank CFO

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…
Bank CFO

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…
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. …
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.…
Bank CFO

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,…
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

Financial Reporting for Banks is Not Just Looking Backwards Anymore!

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This article will focus on how Financial Reporting for Banks has changed overtime to be more forward looking. Tell me what happened:  When I first started out as an Accounting Manager for a large regional bank, my job was to create monthly…
Bank CFO

How Microsoft Excel Reporting for Banks Has Evolved

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This article will focus on Microsoft Excel Reporting for Banks and how it has evolved over time. Origins:  I met Harold as my new boss in 1989 when I became Controller for a small subsidiary of a bank.  At the time, I was a Lotus 1-2-3…
Bank CFO

Budgeting for Manufacturing and Distribution Companies using Microsoft Dynamics NAV

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This article discusses budgeting and forecasting solutions for Manufacturing and Distribution companies using Microsoft Dynamics NAV, zooming in on features and functionalities. Whether you’re putting together a budget, a forecast, or a what-if…
Bank CFO

Retail Consolidations for Microsoft Dynamics NAV

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This article lays out your options for modern financial consolidations solutions to take Microsoft Dynamics NAV processes to the next level for retail organizations. There are plenty of Microsoft Dynamics NAV retail users who are managing a…
Bank CFO
Bank CFO

Professional Services Budgeting for Dynamics AX

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This article discusses budgeting and forecasting solutions for Professional Services teams, zooming in on the top feature and functionalities for Dynamics AX users. Budgeting can be challenging, regardless of your industry, but fortunately,…
Bank CFO

Retail Consolidations with Microsoft Dynamics AX

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This article will discuss your options for the best financial consolidations solution to expand your Microsoft Dynamics AX experience as a retail company. There is a population of retail Microsoft Dynamics AX users who are overseeing the…
Bank CFO

Retail Budgeting for Microsoft Dynamics NAV

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In this article, Retail budgeting and forecasting will take center stage, specifically for Microsoft Dynamics NAV users seeking today’s planning features and functionalities. Whether you are budgeting, forecasting, or comparing what-if scenarios…
Bank CFO

Retail Reporting with Microsoft Dynamics NAV

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If you are a retail company and use Microsoft Dynamics NAV as your accounting system, this article will discuss modern, powerful financial reporting software options. Financial reporting is perhaps the cornerstone of Business Intelligence (BI)…
Bank CFO

Financial Consolidations for Professional Services with Acumatica

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This article will cover the financial consolidation process, specifically features and functionalities of modern tools for Professional Services organizations using Acumatica. There’s a population of Professional Services organizations who…
Bank CFO

Retail Budgeting for Microsoft Dynamics AX

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This article covers budgeting and forecasting for Retail companies that rely on Microsoft Dynamics AX, with a specific look at modern feature and functionality offerings. No matter if you are budgeting, forecasting, or analyzing what-if scenarios…
Bank CFO

Budgeting for Manufacturing and Distribution with Microsoft Dynamics AX

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In this article, Budgeting and Forecasting for Manufacturing and Distribution companies using Microsoft Dynamics AX will take center stage, with a focus on features and functionality. It doesn’t matter if you’re crafting a budget, a forecast,…
Bank CFO

Budgeting for Manufacturing & Distribution with Sage X3

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This article is going to explore your budgeting and forecasting solution options that can expand your Manufacturing and Distribution planning processes with Sage X3. Regardless of whether it is a budget, a forecast, or a what-if scenario you…
Bank CFO

Budgeting for Professional Services with Acumatica

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This article will zoom in on budgeting and forecasting for Professional Services organizations, specifically looking at the best features and functionalities for your Acumatica experience. Budgeting is not the easiest task in business management,…
Bank CFO

Financial Reporting with Dynamics AX for Retail Companies

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If you’re part of a Retail organization’s finance team and you’re using Microsoft Dynamics AX for your accounting processes, this article is for you, discussing your financial reporting software options. Financial reporting is arguably…
Bank CFO

Financial Consolidation Tools for Microsoft Dynamics SL

This article will take a deep look at today’s best financial consolidation tools for Microsoft Dynamics SL users, focusing specifically on must-have features and functionalities. Plenty of Microsoft Dynamics SL customers are overseeing financial…
Bank CFO

Project Budgeting for Microsoft Dynamics AX

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This article will discuss project planning processes and the third party budgeting, forecasting, and modelling tools to upgrade your Microsoft Dynamics AX project management experience. It’s common knowledge that financial planning is such…