Matthew Felzke
Retail Dashboards for Microsoft Dynamics NAV

This article will explore key considerations in regard to features and functionality you should be looking for in a modern, easy-to-use retail dashboard tool for your Microsoft Dynamics NAV experience.

You’re probably not surprised when you hear that dashboards are at the top of the list of most popular Business Intelligence (BI) solutions on the market today.  Gartner did a study in 2013 on Financial Executive International CFO Technology, which delivered the conclusion that dashboards, scorecards, and performance management solutions are the top priority for today’s executives.  Modern retail business culture is more fast-paced than ever, and dashboards deliver quickly digestible and accessible analytics.  Dashboards are graphs, charts, and scorecards that illustrate data trends, successes, and problem areas with key performance indicators (KPIs), whether you are looking at a store, region, product, one corporate department in particular, or the whole company.

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Matthew Felzke
Data Warehousing with Intacct for Non-profit Organizations

This article will discuss data warehouses, both in general and specifically for non-profit organizations, who are seeking to expand their Intacct analytical processes.

In the world of business today, data is everywhere, perhaps especially for non-profit organizations.  Because data informs decision-making, and non-profits are working hard to stay on budget and/or on track with donors, grants, members, and so on, data warehouses can be really impactful to Business Intelligence (BI) processes.  I know I had questions about data warehousing when I first heard of the product category, so you might, too.  This article will aim to provide you the answers to general and specific questions about data warehouses for managing and analyzing your non-profit data with Intacct.

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Matthew Felzke
Budgeting for Professional Services with Acumatica

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, but the good news is that it is getting easier with modern software options to upgrade your Acumatica planning processes.  For Professional Services organizations, planning is equally important, but varies because of the nature of the industry – and this can be said about most sectors, in terms of their specific budgeting needs.  A lot of companies are still using Excel for homegrown budgeting, but quite simply, it falls short for today’s budgets that are more complex than the spreadsheet program can serve.  If you’re looking for a third party budgeting tool that allows you to bring historical information from Acumatica, in addition to payroll data and other company- or industry-specific info, all together to streamline your naturally collaborative planning process, this article is for you.

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Matthew Felzke
Business Intelligence Trends for the Second Half of 2015 and Beyond

This article will discuss what is trending in terms of Business Intelligence, specifically what you should know about for the rest of 2015 and beyond, so you can continue to make strong, data-driven decisions.

July 1 has come and gone, and we’re flying at full speed in the second half of 2015.  Conferences, summits, business deals, partnerships, and other organizational happenings fill up our days, months, and years, but we have to stay focused on so many things directly related to the success of our company.  One of those things has to be how we access, manage, and analyze our data for stronger, more informed decision-making.  In this article, I’ll discuss what you need to focus on in terms of Business Intelligence (BI) trends for software solutions and how we conduct our analytical processes.

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Matthew Felzke
Financial Reporting with Dynamics AX for Retail Companies

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 the centerpiece of Business Intelligence (BI) analytics as they summarize the financial health of an organization in a hopefully easy-to-read set of financial and operational statements.  Business is moving at quite a rapid pace today, and Retail is no different.  Enterprise resource planning (ERP) systems, like Microsoft Dynamics AX, typically offer financial reporting functionality built right into the program.  However, with the need for more complex, robust data analytics – and now, industry-specific reporting – the native report writing usually falls short of consumer needs.  This article will discuss your third party options for modern, powerful, and business user friendly financial reporting solutions, offering Retail organizations the information they need to make stronger decisions about the future of their company.

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Matthew Felzke
Manufacturing and Distribution Dashboards for Sage X3

In the Business Intelligence marketplace, modern, powerful, and easy-to-use dashboards are upgrading the Sage X3 analytics experience for Manufacturing and Distribution organizations.

Software Advice, a comparison site for Business Intelligence (BI) solutions, has reported that dashboards are a top sell in the BI software marketplace.  They conducted a study on technology for CFOs, and the results pinpointed that data visualization tools are at the top of the list of priorities for today’s executives.  If you’re responsible for management of a manufacturing and distribution company, you are very aware of the fast pace of business today.  Dashboards provide easily digestible and quickly accessible analytics.  Moreover, data visualizations are graphs, charts, and scorecards that showcase data trends, opportunities, and successes with key performance indicators (KPIs) for projects, divisions, and/or the whole organization.

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Matthew Felzke
Budgeting and Forecasting Tools for Sage X3

In this article, we’ll discuss your options for budgeting and forecasting solutions that upgrade your planning processes and overall Sage X3 experience.

Whether you are budgeting, forecasting, or modeling for your business, you’re going to need projected numbers and actual historical figures, so that you can put together a plan to manage organizational challenges and opportunities in the coming year.  There are plenty of technology options for Sage X3 users that greatly enhance your budgeting tasks, whether you build something yourself, depend on built-in Sage X3 functionality or an independent software vendor (ISV) solution.  In this article, we’ll round up some of the best tools for modern budgeting, forecasting, and modeling for Sage X3 customers.

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Matthew Felzke
Project Budgeting for Microsoft Dynamics AX

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 an important element of running a business – and it always has been.  The caliber of your planning processes can sometimes make or break your company, especially in the context of the recession back in 2008.  Company-wide budgeting and forecasting is usually routine and almost always involves multiple players coming together with actual transactional figures and projections for the period you are planning.  But sometimes an organization or a project manager has to plan for a particular task or project.  If you count yourself amongst the consultant, project manager, or other professionals who are tracking and billing hours, overseeing multiple projects, or crafting a bid for a job, project budgeting is something you know inside and out in your career.

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Matthew Felzke
Best Budgeting Solutions for Sage 300

Independent budgeting software vendors (ISVs) are bringing more business user friendly, secure, and powerful tools to market for Sage 300 users.  This article will discuss the features and functionalities of the best planning tools for Sage 300.

Budgeting is such an important task that also tends to be logistically challenging because we’re used to manually linking spreadsheets together, but there’s good news.  Third party software vendors are producing smarter, streamlined tools for today’s budgeting and forecasting needs.  If you’re like most companies, you are outgrowing the homegrown, manual Excel budgeting processes, so it might be time to look at your ISV planning solution options for upgrading your budgets and forecasts.  The premier modern planning tools empower you to organize secure teamwork, distributing ownership to contributors and less mess as a budget manager.

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Matthew Felzke
Dashboard Solutions for Microsoft Dynamics AX

Dashboards for the win!  This article is going to discuss the most popular tools in the Business Intelligence world for Microsoft Dynamics AX users, focusing on features and functionalities.

If you follow this blog, you know that we write a lot about dashboards – and it’s not an accident.  According to a recent study on CFOs’ priorities in terms of technology, results indicated that dashboards, scorecards, and performance management solutions are #1 for financial executives.  In the modern business world, decision-making needs to be quick, easy, and smart for professionals across an organization.  Dashboards are exactly that.  To be more specific, dashboards or data visualizations are charts, graphs, and scorecards that employ key performance indicators (KPIs) to illustrate business successes, opportunities, and trajectories in the data, whether you’re looking at it organization-wide, departmentally, or in the context of a project.

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