Matthew Felzke
Budgeting for Not-for-Profits with Microsoft Dynamics GP

This article will discuss today’s best budgeting and forecasting tools for not-for-profit organizations, specifically regarding their built-in features and functionalities to expand your Microsoft Dynamics GP experience.

Budgeting is such a crucial task, no matter if you’re budgeting for yourself or on the organizational level.  Regarding not-for-profit (NFP) organizations, budgeting might be the particular reason you are still afloat, living within your means to deliver for the community.  Recently, I had the opportunity to speak with NFP budget contributors, and the common theme was that technology has historically been restrictive when trying to meet modern planning goals.  Excel might suffice for your household budget, but is challenging for any healthy organization.  If you’re reading this blog post, you’re likely shopping around for independent software vendor (ISV) budgeting software that can read your historical Microsoft Dynamics GP figures and/or perhaps data from additional sources, like payroll from ADP or Ceridian, to streamline and improve your planning process.  Today’s planning solutions deliver secure collaboration functionality for planning tasks, which makes the inherent teamwork easier, so that your organization can be successful in living within their means.

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Matthew Felzke
Top BI and Corporate Performance Management Trends for 2016

This article will discuss the year ahead of us, specifically in terms of what 2016 holds for Business Intelligence and Corporate Performance Management for modern businesses.

Another year has come and gone, seemingly faster than ever – and we’re already into the second month of 2016.  At the end of 2015 or in early January, some people were writing about Business Intelligence (BI) and Corporate Performance Management (CPM) trends they predicted we would see manifest this year.  However, much like my current approach to New Year’s resolutions, I felt it was important to let the dust settle, work through the workload hangover of the holidays, and have the New Year function as a soft opening.  This way, we can approach 2016 with a rolling start that doesn’t set us up for failure.  This article will discuss some key trends and trajectories that data management and analytics will take in 2016.

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Matthew Felzke
Data Warehousing for Not-for-Profit Organizations using Dynamics GP

In this article, we’ll continue discussing data warehousing, generally and particularly, for not-for-profit organizations that are hoping to develop their Microsoft Dynamics GP experience.

In modern business, data is ubiquitous, perhaps particularly for not-for-profits (NFPs).  Since data directly supports decision-making, with NFP organizations actively working to remain on budget and/or on track with members, donors, grants and so forth, data warehousing can be helpful to your Business Intelligence (BI) tasks.  If you’re anything like I was when I first heard of a data warehouse solution, you probably have questions.  The goal for this article is to deliver the answers for NFP teams to understand how a data warehouse can improve management and analyses of your information from Microsoft Dynamics GP and other data sources.

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Matthew Felzke
Financial Consolidations for Manufacturing & Distribution companies using Sage X3

This article will discuss the best options you have for financial reporting and consolidation solutions for your Sage X3 data management and analytical tasks.

There are plenty of Sage X3 users who are responsible for consolidating their parent company information from one or more manufacturing or distribution subsidiaries.  Combining financial data from more than one entity, at times with multiple currencies, can be a challenge if you don’t have a modern financial consolidation solution to supplement Sage X3 and any other ERP systems that your subsidiaries might use.  Data is only growing in size and significance to corporate decision-making, which is why more executives are seeking the best software to enable their business end users to aggregate information into a unified set of financial reports.  In this article, we’ll focus on your technology options for today’s intuitive, business user friendly financial consolidations with Sage X3.  If your manufacturing or distribution organization is rapidly growing, a high-powered reporting and consolidation software can simplify your Sage X3 implementation and give you more flexibility and power in your reporting process.

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Matthew Felzke
Retail Budgeting for Microsoft Dynamics NAV

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 for your organization, historical actuals and projected figures are required so you can strategize particularly for your retail company, maneuvering through challenges and opportunities in the upcoming months and years.  There are plenty of solutions that are impactful for retail organizations to upgrade planning procedures with Dynamics NAV, whether you elect to build your own process, depend on NAV’s built-in budgeting functionality, or go with an independent software vendor (ISV) tool.  This article will explore the most popular options for modern budgeting, forecasting, and modeling, particularly to meet your retail planning goals with Microsoft Dynamics NAV.

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Matthew Felzke
Data Warehousing for Not-for-Profit Intacct Users

In this article, we’ll continue discussing the impact of data warehouse solutions for not-for-profit organizations who are using the Intacct accounting system.

Some people might think that non-profits are functioning outside of the typical business model, but in reality, data is driving the same vital decision-making for not-for-profit organizations.  As non-profits do the hard work of staying on track with budgets, donors, grants, members, and so forth, a data warehouse can be really effective and efficient for your Business Intelligence (BI) processes.  With online analytical processing (OLAP) cubes being a common technology presence, the difference between OLAP cubes and data warehouses might seem confusing to you.  In this article, we’ll discuss the benefits of data warehousing for non-profit data management and analytics tasks using Intacct.

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Matthew Felzke
Manufacturing and Distribution Dashboards for Microsoft Dynamics AX

Today’s dynamic, business user friendly dashboard solutions are expanding the Microsoft Dynamics AX data management and analytical experience for Manufacturing and Distribution companies.

Dashboards, dashboards, dashboards.  I feel like every time I turn around, I’m hearing about some kind of dashboard – and that is especially true in the Business Intelligence (BI) realm.  This is probably because they are such a popular investment for executives, especially with their accessible, digestible data visualizations.  Dashboards deliver quick and easy analytics for the fast pace of business decision-making.  Also known as data visualizations, dashboards come in the form of charts, graphs, and scorecards that illustrate your data in trajectories, challenges, and opportunities through key performance indicators (KPIs) for projects, departments, and/or the entire company.

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Matthew Felzke
Not-for-Profit Budgeting with Intacct

This article discusses modern budgeting and forecasting solutions for non-profit organizations, zooming in on premier feature and functionality offerings to expand your Intacct experience.

Budgeting is such an important process, regardless of whether you’re doing financial planning in your personal life or full-scale organizational budgets and forecasts.  For non-profit organizations, budgeting can be the exact reason you are able to live within your means, surviving to continue providing what the community needs.  When recently speaking to non-profit budgeting contributors, I discovered that one of the biggest hurdles is the technology they are using to respond to today’s complex planning demands.  Excel might be perfect for a household budget, but performs subpar for any organization of a healthy size.  If you’re reading this article, you’re probably looking at independent software vendor (ISV) budgeting tools that can bring together your historical Intacct actuals and/or maybe information from another system, like payroll from ADP, to simplify and upgrade your planning processes.  Modern planning software delivers secure collaboration for your budgeting and forecasting tasks, which streamlines the requisite teamwork, so that you can successfully live within your organization’s means.

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Matthew Felzke
Retail Reporting with Microsoft Dynamics NAV

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) analyses as they quantify a company’s financial health in what should be an easily digestible set of operational and financial reports.  Business is moving so fast these days, and Retail is exactly the same.  Accounting systems, like Microsoft Dynamics NAV, usually provide built-in financial reporting functionality.  But with consumer demands for complex, richer data analyses – and reporting that is specific to your industry – the native report designer is typically subpar for end user objectives.  In this article, we’ll explore independent software vendor (ISV) offerings for dynamic, easy-to-use, and modern financial tools that provide Retail companies the analytics they require to make informed decisions about the future.

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Matthew Felzke
Sage Active Planner Replacement Alternatives

In this article, replacement alternatives for Sage Active Planner will take center stage, specifically focusing on modern budgeting and forecasting solutions that expand your Sage experience.

Whether you’re budgeting, forecasting, or modeling for your organization, you need historical actuals and projected figures, so you can build a plan to navigate challenges and seize opportunities in the coming months, quarters, and years.  A lot of Sage customers default to Sage Active Planner when choosing a planning tool despite that it is aging and despite the limitations or issues you might read about if you do a quick search on the internet.  However, there are several budgeting tools available for Sage customers that can upgrade your planning functionality, whether that be homegrown, native Sage ERP abilities, or an independent software vendor (ISV) offering.  This article will discuss your best options for replacing Sage Active Planner.

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