Join Us at Ascend 2019—Take Your Next Journey to BI360 Growth
New Conference Name…Same Awesome Location…Better Learning and Networking Need a quick business data management pick-me-up? Want to hone your BI360 skills or even become your organization’s next BI360 guru? Then you’ve got to come to Ascend 2019, August 19-22 at the Hyatt Regency Huntington Beach. It is Solver’s reimagined annual BI360 partner and user conference, taking the place of Focus, Solver’s previously successful event. You might be asking why the change? For one thing
The Most Efficient Reporting & Analysis Tools
This article will break down the best-in-class corporate performance management solutions as described in the e-book “Enabling World-Class Decisions” Reporting and analysis, previously a centralized, corporate activity with an executive audience, has evolved into an increasingly democratic practice. Today, leading organizations are “democratizing” information by making relevant ad-hoc analysis, reports and dashboards available near real-time for rank and file employees. In
How to Build a Corporate Performance Management Solution
How to Build a Corporate Performance Management Solution Let’s talk about strategy and goals. There are many reasons for communicating strategy but very few organizations include strategy as part of the planning process. The managers and employees who are involved in the budgeting and forecasting process should know the strategy and goals prior to planning, but it also should be front and center while entering the data. A goal of the company should be to provide the strateg
The Best Way to Improve Your Organization’s Internal Processes
This article focuses on the importance of 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 when thinking about process improvements. Our organization changed the monthly reporting as well as the monthly financial process, and the analysis process has become more effective. Prior to the changes, the financial statements were emailed out to the ex
Creating a Closed-Loop Planning, Reporting and Analysis Process
This article will concentrate on improving these tasks and processes and ensuring that the strategy is aligned with the reporting, planning, and analysis. Every company has many tasks and processes, but a key question to ask the team is whether there is a purpose for them and if it has an impact on the decisions being made in the organization. At the same time, can managers make the correct decisions with the information being provided, and are they capable of knowing when a
Empowering Dynamics 365 Business Central with Advanced Budgeting, Reporting and Consolidations
This article explores the arrival of Dynamics 365 Business Central and how you can achieve advanced reporting and budgeting. With Microsoft’s highly anticipated release of Dynamics 365 Business Central (D365 BC), the company’s long awaited cloud ERP for the smaller and mid-sized businesses, executives evaluating the solution will, as expected, quickly zoom in on reporting, budgeting and business intelligence (BI) capabilities. But, let’s zoom out for a moment…after 25 years i
Reporting in the Future: Financial and Operational Reporting, Dashboards, and Analysis
This article will zoom in on what you need to know about reporting solutions and processes that will set you up for a successful future. Just like strategy and goals at most companies are often quite disconnected from the budgeting process, and the budgeting and forecasting processes themselves are still rather archaic and manual, so are many reporting processes. In other words, both areas are due for a significant overhaul for companies that want to enable world-class decisi
Planning in the Future: Budgeting, Forecasting, and Modeling
This article will explore and discuss what planning should and will look like in the future, zooming in on what you need to know about finding the right solution for your organization. Last week, I wrote generally about Corporate Performance Management (CPM) in the future. This week, let’s focus on planning or budgeting, forecasting, and modeling in streamlined, modern, collaborative ways that mirror the times – through technological solutions. In the coming years, CPM platfo
Top 5 Reporting Problems Faced by a CEO and Their Technology Solutions, Part 2
This article continues the discussion of the top five problems facing CEOs today in regard to corporate performance management, with a focus on reporting. In interviewing a very successful CEO and founder of a large company, he expressed the corporate performance management (CPM) issues he faced, and all of them are echoed by hundreds of other executives I have spoken with in recent years. He then explained his vision of the “ideal” solution to his issues. In summary, these w
Solver’s BI360 Application Certified by Acumatica
The BI360 application is recognized as an “Acumatica-Certified Application” by the Cloud ERP company. Los Angeles, CA, January 07, 2018 --(PR.com)-- Solver, Inc., the global leader in Cloud and web-based Corporate Performance Management (CPM) for mid-market ERP systems, today announced that its software, BI360, has been recognized as an Acumatica-Certified Application.
Acumatica is a comprehensive, browser-based Cloud ERP solution optimized for ease of use, adaptability, mo
