Matt Felzke
Mobile Reporting and Dashboards for Microsoft Dynamics NAV

This article will explore mobile options to access, manage, and analyze company data for Microsoft Dynamics NAV users.

I recently spoke to a COO, who lives and works in Kansas City, MO about the obstacles and restrictions she has been facing as her job has taken her to different client sites to oversee projects, while also contributing to the executive team’s responsibility to chart the path to the future for the company.  Over the past couple of years, as the company has taken on more clients, some international, she has been traveling a lot more.  Her team relies on Microsoft Dynamics NAV and a combination of Excel and the built-in financial reporting tool, but she is ready to seek a true upgrade to report writing and dashboards that is flexible in how and where you can access your data.  Are you in a similar boat?

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Matt Felzke
Cloud-based Reporting and Budgeting for Microsoft Dynamics

This article will discuss the intricacies of deploying financial reporting and budgeting solutions in the Cloud for more modern and flexible data management and analysis with Microsoft Dynamics.

Web-based reporting and budgeting, with Software as a Service (SaaS) platforms, are becoming more and more important for Microsoft Dynamics users, but for some, the whole concept might still seem a little bit confusing in regard to deployment, security, and functionality.  I understand this uncertainty.  Even though it seems pretty straightforward and is picking up momentum, we’re used to hosting our technology on premises, so we don’t have the hands-on experience of Cloud computing.  You probably have questions of access, cost, management, and security, which can be overwhelming.  Regardless, as Microsoft Dynamics customers, you have some powerful Business Intelligence (BI) options, and it will only give you a head start to know about the available solutions.  In this article, I will explore Cloud-based financial reporting and budgeting and some of the solutions for Microsoft Dynamics.

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Matt Felzke
Excel-based Financial Reporting for SAP Business One (SAP B1)

This article will explore the flexibility and familiarity of easy-to-use, modern Excel-powered financial report writers, so you can get a head start in upgrading your data management and analysis processes.

Financial reporting is arguably the premier tool in the world of Business Intelligence (BI).  For SAP Business One (SAP B1) users, this process can be repetitive, tedious, limiting, and mind-numbing, depending on the software you rely on to put together financial statements.  Data management and analysis is a big task that only gets bigger every year as types and amounts of information continue to grow.  The larger the amount of data and the more diverse the types, the richer the analytics that can inform stronger decisions and strategies for the future of your company.  In this article, I’m going to discuss the power, flexibility and business user friendliness of today’s best Excel-based financial report writers for SAP B1 customers.

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Matt Felzke
Collaborative Web-based Report Library for Microsoft Dynamics NAV

This article discusses in detail the new product category of web-based reporting in an intuitive, powerful library for Microsoft Dynamics NAV users.

The future of Business Intelligence (BI) and more specifically, financial reporting, is here – and it would be a mistake to ignore it.  I’m talking about the importance of a comprehensive solution that responds to several organizational needs, while putting ease of use, flexibility, and collaboration at the core of the technology.  Let me be more specific: a web-based report library for Microsoft Dynamics NAV takes financial reporting to the next level – a new normal of synergy, modernity, and business user friendliness.  As technology marketplaces continue to move in the direction of Cloud computing and web-based products, so does the BI sector.  This article will discuss some of Dynamics NAV users’ needs addressed by a web-based report library as a framework to understand the new product category better for consumers.

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Matt Felzke
Best Project Accounting Reports for Microsoft Dynamics SL

This article will explore the intricacies of project accounting reports for Microsoft Dynamics SL customers, in the context of shopping for the right reporting tool to meet your team’s business needs.

Project accounting is different from standard accounting in its approach to how you are tracking financials.  In traditional accounting, you are working to evaluate comprehensive development of an organization.  With project accounting, you are analyzing the progress of a specific project.  The project accounting software marketplace is offering more and more advanced functionality for industries and particular organizations that are charged with monitoring the productivity and financial health of a project, especially in comparison with the budget.  This article will explore project accounting for Microsoft Dynamics SL, in the context of key considerations when searching for the right tool to assist in your reporting and analysis of projects.

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Matt Felzke
How to Create Modern Multi-Tab Financial Reports with Excel

This article will discuss accelerated, streamlined ways to organize your data in modern multi-tab reports with powerful third party financial reporting tools, like BI360.

I recently had the pleasure of sitting down with Senior Consultant at Solver, Stephanie Gamber, after her popular session at the Annual BI360 User Conference, Focus 2014.  Gamber presented on the topic of multi-tab Excel reports, an extremely relevant activity to accountants and CFOs as corporations grow in locations, divisions, or departments.  The traditional way of building multi-tab Excel reports can be nearly unmanageable or inaccessible based on the vast size, depending on the number and/or type of tabs that you might employ to break down your data for different analytics.  This article will zoom in on the limitations of traditional multi-tab reporting and the powerful options you have for more streamlined financial statement generation.

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Matt Felzke
Best Budgeting and Forecasting Tools for SAP Business One

This article will contribute to the conversation regarding third party budgeting and forecasting tools and their key features and functionalities for SAP Business One.

Unless you are a part of the special interest population of people that enjoys budgeting, it’s safe to say that budgeting and forecasting are probably some of the most dreaded business tasks today.  It might be related to the flimsier tools budget managers are relying on to perform the task.  Companies of any healthy size are realizing that manual Excel spreadsheets just are not robust enough for their business needs and are starting to seek an Independent Software Vendor (ISV) budgeting solution to streamline their planning processes.  Today’s modern offerings accelerate budgeting and forecasting by inviting secure collaboration into the process.  Managing financials is so important to living within your company’s means, so that you can remain competitive.

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Matt Felzke
Budgeting and Forecasting for Microsoft Dynamics

This article will explore your options for budgeting and forecasting solutions to accelerate your Microsoft Dynamics AX, NAV, SL and GP experience with heightened planning capabilities.

Budgeting and/or forecasting within any company involves multiple players contributing research and actual financials to put together an informed plan for how the company expects to manage their money in the next (or the rest of the) fiscal year.  For Microsoft Dynamics users, there are plenty of solutions to boost your organizational budgeting, whether you go with a process you build yourself, a native functionality within Dynamics, or a third party product.  This article will discuss modern budgeting and forecasting functionalities in the context of your options for Microsoft Dynamics.

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Matt Felzke
Finding the Right BI Tool at Dynamics GPUG Summit

This article will discuss the key features, functionalities, and competencies that you should consider when searching for the right BI tool at the Microsoft Dynamics GPUG Summit.

The Microsoft Dynamics Summit is right around the corner, in session during October every fall, and attendees are looking to improve their data management and analysis processes.  Several user groups, including CRMUG, GPUG, NAVUG, and AXUG, will convene to seek out best practices, third party tools, and building best-of-breed solutions for increased productivity, better streamlining, and an impact on the bottom line.  This article will zoom in on the search for the right Business Intelligence (BI) tool for your team’s Microsoft Dynamics GP experience, with a focus on the key features and functionalities of today’s best third party BI solutions.

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Matt Felzke
Shopping for the Best BI Solution at Microsoft Dynamics AXUG Summit

This article will discuss the key features, functionalities, and competencies that you should consider when searching for the right BI tool at the Microsoft Dynamics AXUG Summit.

Hosted in October every year, The Microsoft Dynamics Summit is about to be in full swing.  Attendees are flocking to the conference with the intent of upgrading their data management and analytics.  User groups under the Dynamics umbrella, like NAVUG, GPUG, CRMUG, and AXUG, are coming together to discuss and compare best practices, Independent Software Vendor (ISV) products, and crafting their own best-of-breed solution for heightened efficacy, a more dynamic workflow, and an effect on the bottom line.  In this article, I will focus on shopping for the best Business Intelligence (BI) solutions for your team’s specific business needs, with special attention on the premier features and functionalities of the best ISV software for Microsoft Dynamics AX.

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