Matt Felzke
ERP and BI at Convergence 2015 – a Recap

This article recaps and discusses the highlights and takeaways from Convergence 2015, hosted in Atlanta, Georgia from March 16th to March 19th, 2015.

Convergence 2015 has come and gone already – hard to believe.  What a conference!  It was great, especially as a first time attendee, to meet the thousands of people who made their way to Atlanta to discuss Microsoft Dynamics, data and corporate performance management, and Business Intelligence.  The Solver team had a lot of quality conversations about BI360 and its role in the Microsoft arena.  As a Gold Level sponsor, Solver was a big part of making Convergence 2015 the biggest and best conference yet.  Additionally, the BI360 expo booth was hi-tech and hi-touch, with multiple stations for demos and interaction with the product.  From big screen viewings of BI360 to showcasing access to data through Excel, the Web, and the mobile application, attendees got several opportunities to see the product in action.

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Matt Felzke
Dashboards for Intacct

This article will look at the best options Intacct customers have for powerful, modern dashboard software to upgrade your analytics for business end users at all levels.

Dashboards, data visualizations, graphical scorecards, charts.  Whatever you call them, they’re everywhere.  And that’s because they are a top priority for financial executives, according to a Gartner study on Financial Executive International CFO Technology.  It probably makes sense to you.  Amidst the fast pace of the business world today, all members of our teams need easy-to-read, quickly accessible data analyses.  Dashboards or data visualizations are charts, graphs, and scorecards that demonstrate data trends, successes, and challenges, employing key performance indicators (KPIs), for management of a project, a department, or the entire company.

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Matt Felzke
Financial Reporting and Consolidations for Sage 300

This article will discuss the best modern financial reporting and consolidation solutions, zooming in on essential features and functionalities that can upgrade your Sage 300 parent company financial processes.

There are plenty of Sage 300 customers who are overseeing the financial portfolios of parent companies with multiple subsidiaries.  Consolidating company data from more than one entity, sometimes with distinct currencies, can be a challenge without a powerful financial consolidation solution to sit on top of Sage 300 and any other ERP system that may be used within your enterprise.  Data is only going to grow in size and significance in corporate decision-making processes.  That’s why more executive teams are seeking the best tool to enable their business end users to aggregate information in a unified set of financial statements.  This article will focus on your software options for the Sage 300 customer who would like to achieve modern, powerful, and user friendly financial consolidations.  For fast growing companies, a good reporting and consolidation solution might have the additional advantage of extending the life of your Sage 300 implementation.

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Matt Felzke
Management Reporter – Is it Really Free?

This article will take a look at Management Reporter as a financial report writing tool, in terms of the investment you will make implementing and managing the product, in comparison to other solutions.

As with pretty much all Enterprise Resource Planning (ERP) systems, Microsoft Dynamics has a number of reporting options for their ERP customers from native report writers in Dynamics AX, NAV, GP, and SL to SQL Server Reporting Services (SSRS) to Management Reporter.  This blog article will zoom in on Management Reporter as a Microsoft offering designed to solve financial reporting “problems” – and knowing how to evaluate your specific needs and to know if Management Reporter will help you to achieve your Business Intelligence (BI) goals.

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Matt Felzke
Data Warehouses for Sage X3

In this article, we’ll discuss the effect data warehousing can have for the Sage X3 user experience, so that you and your team can figure out what is today’s best solution for your company.

Data is driving business decision-making, which perhaps doesn’t seem like a shocking statement.  However, as data grows in amount and in significance, data warehouses are relatedly an important aspect of business today.  If you’re like me, you are wondering the who, what, when, where, why, and how of data warehousing.  Who manages a data warehouse?  What do they look like?  When is a good time to invest in a data warehouse?  Where do you house one?  Why should we go with a data warehouse over other Business Intelligence (BI) data stores?  How do we set up a data warehouse?  As a Sage X3 customer, you might have one or more of these questions.  This article will aim to answer your questions, so you can understand the product category and can begin to assess your data warehousing needs with Sage X3.

Who?  Let’s start by discussing who implements and automates a data warehouse.  Commercial data warehouse solutions usually come “out of the box” ready, meaning a simple installation process, then replication of your Sage X3 and other source data.  A consultant who specializes in extracting, transferring, and loading (ETL) will deploy your data warehouse, automating the ETL of data from your sources, like Sage X3.  After that, a consultant who focuses on expediting, optimizing, and streamlining reporting, budgeting, and/or dashboard tasks will work with you on querying data from your warehouse.  After setup and training, the business end user can manage a data warehouse, eliminating IT middlemen.

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Matt Felzke
Best Report Writers for Microsoft Dynamics AX

This article will discuss the top features and functions that you should be looking for in today’s financial reporting solutions to upgrade your Microsoft Dynamics AX reporting and consolidations experience.

Due to the importance of data to drive business decision-making, a powerful, dynamic financial report writer is necessary in order to remain successful in your industry.  In this article, I’ll discuss your Business Intelligence (BI) software options in terms of features and functionalities, so you can invest in the right financial report writing tool to overcome obstacles to powerful analytics and meet your goals as a Microsoft Dynamics AX customer.

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Matt Felzke
Dashboards for Sage X3

This article will explore the modern options you have for dynamic dashboard software you can implement to improve your Sage X3 experience with data visualizations for quick, digestible analytics.

You probably won’t find this surprising at all: data visualizations are the top priority of Business Intelligence (BI) software to CFOs, according to Gartner’s 2013 study on Financial Executive International CFO Technology, which stated that dashboards, scorecards, and performance management solutions are most important to financial executives.  It was a predictable result to me. In the modern business landscape, professionals across departments and at all levels require accessible data analytics to inform and enrich their decision-making.  Dashboards deliver exactly that.

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Matt Felzke
Reporting and Budgeting Tools for Manufacturing Companies

This article will discuss financial reporting and budgeting needs for the manufacturing industry that can be met by modern, powerful BI tools.

In today’s business world, it is becoming pretty clear that Business Intelligence (BI) analytics are the modern way of turning important company data into rich decision-making for the future of the company.  However, I wonder how many professionals, new to or familiar with BI processes, have found the commercial solutions a little vague or confusing in terms of applying functionality to industry-specific data management and analyses.  I recently had the opportunity to talk to an accountant in the manufacturing sector, and we discussed the confusion associated with shopping around for a product that can meet the needs and goals of her manufacturing organization.  Thus, this article will discuss the top features and functions you should know about in modern reporting and budgeting software, and I will then explore the important ways to manage and analyze your data as a manufacturing company.

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Matt Felzke
Best Budgeting Solutions for Intacct

Independent BI Software Vendors are producing more powerful, secure and business user friendly add-on products for Intact customers to take budgeting processes into the future.

It’s no secret that budgeting is not the most enjoyable undertaking for professionals at every level, perhaps due to the old school process of linking spreadsheets together manually.  However, independent software vendors (ISVs) are dramatically upgrading your choices by modernizing budgeting and forecasting processes with consumer-driven tools. If your organization is healthy in size, your planning tasks are likely too complex for manual Excel budgets, so you should be considering third party solutions to streamline and upgrade your processes.  Today’s premier budgeting software empower you to oversee budgeting teamwork in secure ways and distribute ownership to managers without the traditionally messy logistics.

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Matt Felzke
Best Report Writers for Sage 300

This article is all about the modern feature and functionality offerings of third party financial reporting tools for Sage 300 customers.

Without a powerful, intuitive financial report writer, you have got to just be surviving in the modern business era of data management and analysis, instead of thriving in your industry.  In this article, I’m going to explore your options and functionalities that you can find in a variety of independent software vendor (ISV) solutions, so you are that much closer to implementing the right reporting tool for your Sage 300 Business Intelligence (BI) processes.

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