Matt Felzke
Financial Consolidations for Sage X3

In this article, I’ll explore your best options for financial reporting and consolidation software for your Sage X3 data management and analysis processes.

There is a population of Sage X3 users who are responsible for the financial consolidation of parent company data with one or more subsidiaries.  Aggregating financial information from multiple entities, sometimes with diverse monies, can be challenging if you do not have a modern financial consolidation tool to sit atop Sage X3 and any other accounting system that can be used within your company.  Data is only increasing in amount and importance to organizational decision-making.  That is why more execs are looking for the right tool to empower their business end users to consolidate data into a singular set of financial reports.  This article will zoom in on your software choices for modern, dynamic, and easy-to-use financial consolidations with Sage X3.  For rapid growth organizations, a quality reporting and consolidation tool can also have the ability to extend the life of your Sage X3 implementation.

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Matt Felzke
Dashboards for Manufacturing and Distribution Companies

In the Business Intelligence world, today’s powerful, accessible dashboards are helping Manufacturing and Distribution companies understand company data for better decision-making.

According to Software Advice, a comparison site for Business Intelligence (BI) tools, dashboards are king in the BI technology marketplace. Their study focused on technology for CFOs, and results indicated that dashboards, scorecards, and performance management software are the number one priority for executives today.  If you are managing a manufacturing and distribution organization, you know how fast-paced business can be.  Dashboards offer easy-to-understand, quickly digestible analyses.  More specifically, dashboards range from graphs and charts to scorecards, illustrating data trends, success, and challenges with key performance indicators (KPIs) for projects, departments, and/or the whole company.

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Matt Felzke
Questions to Ask When Looking for a BI Solution for Dynamics NAV

This article will prepare you with the top questions you should be asking when shopping for a Business Intelligence (BI) solution to improve your Microsoft Dynamics NAV experience.

If you are running Microsoft Dynamics NAV, shopping for third party Business Intelligence (BI) solutions to upgrade your data management and analysis processes can be confusing and sometimes, overwhelming.  You’ll go through your share of sales pitches, webinars, and demos, but this is a process you won’t do often.  I’ve spoken to several professionals, most recently at Microsoft Convergence, who know what has worked and not worked for them, but don’t know what they should be looking for and asking regarding the features and functionalities of modern, powerful BI solutions.  Most people are simply looking for the right fit to best meet their business demands, but where do you start?

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Matt Felzke
Best Budgeting Solutions for Microsoft Dynamics AX

This article explores your third party software options, specifically in regard to features and functionalities to improve and automate budgeting and forecasting processes with Microsoft Dynamics AX.

Maybe budgeting is such a dreaded task because of how logistically messy manual Excel–based planning processes are for budget managers.  While Excel is loved and trusted by finance teams around the globe, the spreadsheet program is simply not fit for organizations of a healthy size.  Therefore, Microsoft Dynamics AX customers are increasingly looking at independent software vendor (ISV) budgeting software to modernize and accelerate their planning processes.  Some of today’s ISV solutions simplify and turbo-charge budgeting and forecasting by securely inviting collaboration into the process.  Budgeting and forecasting are processes best served by collaboration because of the need to live within financial means as a whole organization in order to ensure future success.

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Matt Felzke
Data Warehouse Solutions for Acumatica

This article will lay out the effects of a data warehouse solution for your Acumatica experience, so that you can have a head start in shopping for the best data storage and Business Intelligence (BI)  tool.

Data is an essential ingredient in the recipe for corporate success.  Because of this importance, data warehouses are then relevant by association.  When I first heard of data warehousing, I had a lot of questions, so perhaps you feel the same.  What does data warehouse management look like?  Are they a tangible product?  How do you implement one?  Why should I go with a data warehouse at all?  You might have these kind of questions – or other ones altogether, as an Acumatica customer.  In this article, I’ll go about answering these questions and more, so you can evaluate how a data warehouse can help you with Acumatica data management analysis processes.

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Matt Felzke
Best Report Writers for Microsoft Dynamics GP

This blog entry will lay out the essential features and functionalities you should be seeking in a modern financial report writer to upgrade your Dynamics GP experience.

Because data continues to be important in driving business decision-making, a modern, easy-to-use financial reporting solution is essential, so your organization can make informed decisions to remain competitive.  In this article, I’ll explore the Business Intelligence (BI) options you have for software, specifically looking at feature and function offerings, so you can select the best reporting tool to tackle your particular issues in managing and analyzing your data as a Microsoft Dynamics GP user.

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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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