Matt Felzke
Financial Reporting, Budgeting and Dashboards for Healthcare Providers

This article will discuss financial reporting, budgeting and dashboard solutions for Healthcare professionals, with an in-depth look at the benefits of modern, powerful Business Intelligence tools.

As a professional in the healthcare world, whether that be at a family physician clinic, in a hospital setting, a retirement home, and/or home medical care, it might seem frustrating to tend to the overwhelming amount of financial data management and analysis.  With regulations, standards, customer service, and most importantly, patient care on your plate, financial reporting and budgeting might be processes that you’d like to put on the backburner.   However, a strong financial spine can and should lay a foundation of efficiency and professionalism that greatly and positively affects the rest of your bigger picture to-do list for your organization.  This article will zoom in on the impacts that modern, business user friendly financial reporting and budgeting solutions can have on your healthcare business.

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Matt Felzke
Financial Reporting and Consolidations for Intacct

This article will explore today’s premier financial consolidation tools, with a focus on the most important features and functionalities, that Intacct customers should consider when overseeing parent company financials.

There is a substantial population of Intacct users who are managing the financial portfolio for a parent corporation with more than one subsidiary.  Aggregating corporate data from multiple entities, at times with disparate currency types, can be challenging without a modern financial consolidations tool.  Data steadily increases in amount – and importance when it comes to decision-making.  More and more executives are looking for the best tool that can empower business end users to consolidate information into one set of financial reports.  This article is for the Intacct customer who is involved with financial consolidations for a parent company, with a focus on your software options to achieve a combination of modern, powerful, and easy-to-use.

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Matt Felzke
Top BI and Performance Management Trends for 2015

This article will discuss what to expect, what is up and coming, and what will rule in the business world, with a specific focus on the Business Intelligence processes our finance and executive teams will continue to be charged with improving in 2015.

I don’t know if you feel like this, but the new year came and went so quickly, and here we are in the second half of January.  We’re not only back in the swing of things, but business is racing as usual.  Sometimes, it seems as if we can get lost in the hustle of catching up from the holidays, preparing for the next big event, and/or traveling to visit a customer or partner.  But improving processes and staying competitive and connected to the industry, including trends and trajectories for the business world, is still on your to-do list.  This article will zoom in on the top trends for business and specifically performance management, so your company can be in front of developments and evolutions for financial reporting, budgeting, data visualizing, and data warehousing processes.

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Matt Felzke
Best Budgeting Solutions for Sage X3

Third party budgeting software vendors are competing to make their Sage X3 add-ons more powerful, more secure, and easier to use.  This article will explore what to look for in today’s best budgeting solutions for Sage X3.

I’m just going to cut to the chase: for most people, budgeting is a dreaded task because it can be logistically messy, tedious due to the traditional process of manually linking together spreadsheets, but your outlook will drastically improve with modern budgeting and forecasting tools, by independent software vendors (ISVs).  If you’re a company of a healthy size, you’re likely outgrowing manual Excel budgets, so take note of third party planning tools to accelerate and improve your process.  Today’s best budgeting solutions invite you to facilitate secure collaboration, offering ownership to contributors and less tedium as a budget manager.

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Matt Felzke
Data Warehouse Solutions for Sage 300

This article will go about explaining the impact of data warehousing for Sage 300, so that you and your team can get a head start figuring out the best modern solution for your company.

Since data is such an important topic in the world of business, it makes sense that data warehouses are going to be prominent by association.  However, questions of who, what, when, where, why, and how rapidly start to pile up for most of us because firstly, what do data warehouses even look like?  Are they tangible, physical items where you can store files, like an external hard drive?  Who maintains them?   When should we be investing in a data warehouse?  Where are they hosted?  Why do we need one?  And how do we get started with our data warehouse?  For Sage 300 customers, maybe these questions have crossed your mind – and perhaps there are other confusing elements that you would like addressed before understanding whether or not you even need a data warehouse.  In this article, I will answer some of the main questions Sage 300 customers might have, so you can comprehend the key features and functionalities in order to pinpoint your team’s data warehousing needs.

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Matt Felzke
Budgeting and Forecasting Solutions for Microsoft Dynamics AX

This article explores your modern options for budgeting and forecasting software that works with your Microsoft Dynamics AX system to give you stronger planning abilities.

When budgeting, forecasting, or modeling for your company, you’re inevitably going to require projections and actual historical financials in order to craft a data-driven plan for managing organizational activities in the coming year.  There are quite a few software solutions for Microsoft Dynamics AX customers that can improve your budgeting process, whether you build one yourself, rely on native Dynamics AX functionality, or a third party solution.  This article will round up some of your best options for modern budgeting and forecasting functionality for Microsoft Dynamics AX.

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Matt Felzke
Web-based Reporting and Dashboards for SAP Business One

This article will discuss the brand new product category of web-based financial reporting portals for SAP Business One customers as a solution to multiple business problems.

A major evolution in the Business Intelligence (BI) marketplace, particularly for financial reporting, is starting to make ripples, and you should be in the know.  Broadly speaking, this evolution is a response to multiple organizational workflow problems, with a focus on business user friendliness, flexible access, and collaboration.  More specifically, SAP Business One (SAP B1) users should pay attention to web-based report libraries as they will create a new normal of streamlined, modern, and easy-to-use platform for next level financial reporting.  As all kinds of software continue to migrate to web interfaces, so has the BI realm.  In this article, I will explore the new product category emerging for SAP B1 customers – and the modern business problems solved by a web-based reporting and dashboards with collaborative features for discussion and analysis.

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Matt Felzke
Financial Reporting, Budgeting and Dashboard Software for Intacct

This article will discuss your options for powerful and modern Business Intelligence solutions for financial reporting, budgeting, and dashboards to enhance your Intacct experience.

Accounting technology research firm Software Advice recently reported that software replacement – Business Intelligence (BI) technology included – was largely because of organizations outgrowing their current systems.  In addition, top requested functions included robust financial reporting, with a majority of prospective customers seeking something web-based.  And all of this likely makes sense to you as an Intacct customer.  You’re aware of the power and flexibility of web-based software, and it might even be a reason for your own growth.  If you are experiencing growth and looking to replace, expand, or simply deploy powerful, modern financial reporting, budgeting, and/or dashboards, this article will give you the head start on the research you should do to find the best solution(s) for your team’s specific business needs.

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Matt Felzke
Project Budgeting for Microsoft Dynamics NAV

This article will tackle budgeting, forecasting, and modelling for projects, using Microsoft Dynamics NAV with third party budgeting solutions.

You can go ahead and nod your head in agreement when I say that financial planning is such an essential element of corporate performance management (CPM).  Sometimes, the caliber of your planning processes can mean life or death for enterprises, particularly in the context of the all too recent recession.  Company-wide planning processes are generally routine and almost always require multiple moving pieces to bring together actual transactional figures and projections for the upcoming planning period.  Alternatively, there are times when an organization or a consultant has to budget for a particular task or project.  Whether you are a project manager overseeing multiple projects, a consultant tracking your billable hours, or a freelance professional crafting a bid for a job, project budgeting then is an important Business Intelligence (BI) term in your role.

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Matt Felzke
Financial Consolidation Tools for Microsoft Dynamics GP

This article will discuss the necessity of powerful financial consolidation tools for Microsoft Dynamics GP customers who manage parent company portfolios, while exploring key features and functionalities.

Plenty of Microsoft Dynamics GP customers are managing the financials of a parent company, with multiple subsidiaries.  Combining organizational information from more than one company, sometimes with diverse currencies, can be tedious without a modern financial report writer and consolidations solution.  Data continues to grow in size – and in significance, regarding decision-making for the future of a company.  Executive teams are thus shopping around for an easy-to-use tool for the regular hurdle of aggregating data into unified financial statements.  If you’re a Dynamics GP user who is charged with consolidating subsidiary company data, this article will highlight the few options you have that combine power, modernity, and business user friendliness.

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