Performance Management Solutions Drive Results in Financial Institutions
|
|
- Jerome Fowler
- 8 years ago
- Views:
Transcription
1 Performance Management s Drive in Financial Institutions
2 Why Banks and Credit Unions are Turning to Performance Management s Enterprise Performance Management...Corporate Performance Management...Business Performance Management. Regardless of what you call it, the terms describe the processes, methodologies, metrics and solutions used to monitor and management the business performance of an enterprise. Years ago, businesses simply looked at financial statements balance sheets and income statements as the only measurement of performance. But as we ve entered the digital age and more and more data is available, businesses are now taking a more rigorous, in-depth approach to managing corporate performance. The risky behavior of some financial institutions in the mid-2000s led to $700 billion in bank bailouts by the government in late 2008, a tipping point leading to another US recession. Government and the private sector clamored for reform to restore financial stability and protect against a recurrence. That reform, coupled with increased competitive pressures drove more financial institutions looking for performance management solutions to support their business in recent years. At Axiom EPM, we understand that banks and credit unions require agile performance management solutions with the sophistication and power to meet the complex needs of their organizations. Axiom EPM for Financial Institutions offers a single unified performance management platform, combining industry specific functionality with Axiom EPM s robust technology capabilities. The following case studies are a sampling of real results experienced by banks and credit unions that leverage Axiom EPM s performance management solutions. 2 Performance Management s Drive in Financial Institutions
3 Excel-based budgeting and planning taken to a new level OSU Federal Credit Union OSU Federal Your Community Credit Union is a federally-chartered community-based credit union in Oregon with branches in Benton, Lincoln, Linn, Marion and Polk counties. For 59 years, OSU Federal has been a member-owned, not-for-profit financial institution. Earnings are returned to the credit union s members in the form of competitive financial offerings, more personalized service and convenience. Today, OSU Federal is a thriving financial cooperative with more than $780 million in assets and 200 employees. OSU Federal Credit Union was facing several challenges related to enterprise performance management: They sought a solution to streamline the annual budget planning process, leveraging their in-house Excel knowledge. They needed specific security and role-based permissions to control access to data and reports. They wanted a solution that came with consistent support and vertical expertise. OSU Federal Credit Union recognized that Axiom EPM could offer a solution that capitalized on the company s existing investment in and knowledge of Microsoft Excel, while transforming simple spreadsheets into a highly scalable enterprise-grade application suite. OSU Federal particularly benefited from Axiom EPM s table structure, and found it could add information and calculations that previously had to be processed separately in Excel. As a financial organization, OSU Federal also placed great confidence in Axiom EPM s security and permissionbased rules. The ability to manage security and permissions at many and varied levels was crucial. For example, specific departmental reports require access rights for a small subset of users, and it is important to be able to stipulate which managers can read which reports, and who has permission to change reports or the database. A strong business relationship with Axiom EPM was important to the OSU Federal team, particularly during the transition period from their prior solution. It found Axiom EPM personnel to be knowledgeable and efficient, with a leading edge consulting team that helped take the firm s performance management platform to the next level during implementation. The Axiom EPM team also worked to ensure that the change to Axiom EPM was as painless as possible for managers who are infrequent users so that end users found the system to be entirely familiar. OSU Federal is very happy to have a system that is flexible and can continue to be modified to fit its precise needs as the organization evolves. They feel that Axiom EPM works logically, enabling data to be easily manipulated and modeled with a high degree of accuracy and reliability crucial qualities for budgeting, planning and financial reporting. We have the confidence that when industry, consumer or business needs arise, we will be able to use Axiom EPM as a truly centralized, enterprise-level modeling environment to meet the challenges we face. Kate Wasechek, Accounting Manager 3 Performance Management s Drive in Financial Institutions
4 Process automation reduces time spent and improves accuracy Credit Union of Texas Credit Union of Texas is a community-based credit union that provides individual and business members across Texas and the United States with a wide range of financial services through ten Dallas-area branches. Today, Credit Union of Texas is one of the top 100 credit unions in the country based on asset size, with over 145,000 members in all fifty states. With over a billion dollars in assets and 350 employees, member-owned Credit Union of Texas remains fully committed to its members. Credit Union of Texas was facing several challenges related to enterprise performance management: They needed to replace their legacy enterprise performance management system which could no longer support the needs of their credit union. They needed to reduce time spent and errors made consolidating budgets manually by automating that process. They wanted to automate the running of balance sheets and income statements to answer specific questions. After selecting Axiom EPM for its budgeting system, Credit Union of Texas was able to automate processes that it had originally completed manually, which streamlined and simplified its budgeting activities. With Axiom EPM in place, they implemented an automated process allowing the credit union to complete all of their budgeting processes within the system at a touch of a button. In addition, Credit Union of Texas has been able to completely automate its consolidation process on the Axiom EPM platform. In the past, financial departments would generate consolidated budgets manually, making month-end budgeting tedious and inefficient. With Axiom EPM s automated process, Credit Union of Texas is able to consolidate its budget 12 months in advance, eliminating the need to run manual processes on a monthly basis. Most significantly, Credit Union of Texas was able to automate the balancing features during its budgeting process. Now when it runs its balance sheets and income statements, the automated processes answer important questions within the system such as Do I have more cash? and Do I have more liabilities? without any need to manually calculate balance sheets. As Credit Union of Texas continues to work with Axiom EPM to perfect its budgeting process, the CFO and her team are confident that the platform will continue to grow alongside the needs of the organization. In addition to the improvements Axiom EPM has brought to the budgeting process at Credit Union of Texas, the working relationship created over the implementation process was equally as important. Axiom EPMs s consultants are highly versed in working with both IT and finance teams so they were able to help Credit Union of Texas complete their goals, and plan for future needs as well. Axiom EPM provided us with what we needed to get the job done, and left us with room to grow and the ability to take advantage of future opportunities. They worked with us to complete our goals, were very in tune with our needs, and always delivered on what we wanted. Karen Miracle, CFO 4 Performance Management s Drive in Financial Institutions
5 Understanding profitability across the organization STAR Financial Bank STAR Financial Bank is one of the largest privately held community banks in Indiana. It includes 48 locations, $1.6 billion in assets and 660 employees offering services in banking, insurance, trust, wealth management and private banking. STAR Financial Bank was facing several challenges related to enterprise performance management: They lacked the measurement and insight into profitability of their institution, making it difficult to impact profitability going forward. They wanted a solution that was tailored to the needs of their bank, not a horizontal enterprise performance management solution implemented by people who had never worked in banking. They needed a solution that was intuitive and easy to use for the Finance team as well as the Executive team and other bank employees outside of Finance who are involved in the budgeting process. STAR chose the Axiom EPM platform for a variety of reasons but profitability measurement was a significant factor. STAR chose Axiom EPM because of its comprehensive profitability solution that pulls all the pieces together. As a result, the bank now has complete visibility into which customers, products, channels and services drive the greatest value. The reporting has allowed the business to have a greater transparency and understanding of profitability and even get to the lowest levels of data and roll that up into specific segments. Ease of use was another factor in choosing Axiom EPM. Finance owns the system and can edit or create components without having to consult with IT given Axiom EPM s intuitive and easy-to-use interface that is built on familiar Excel syntax. Users can work more quickly and efficiently thanks to Axiom s unique save back feature, which enabled the bank to reduce its number of reports by a ratio of four to one. Axiom is also easy for the STAR Bank executives to use which is extremely important because it provides a single source of truth for all decision making. To address STAR Bank s unique banking needs, it implemented several of Axiom EPM s banking solutions including budgeting and planning, profitability and cash flow planning because they were designed by Finance experts who ve worked at banks and credit unions and have tailored and implemented these solutions for financial institutions. STAR Bank is realizing significant benefits using the Axiom platform. It implemented robust profitability reporting to gather granular insight into what exactly is impacting profitability. It eliminated manual data entry and compilation so Finance has the time and ability to advise management on key business decisions. The solution was designed and implemented by finance experts who speak the same language and offer the market-based functionality the bank demands. Finally, it gained a solution backed by a world-class support team. In the future, STAR Bank is considering leveraging other Axiom EPM solutions including funds transfer pricing and incentive compensation management. Axiom's reporting has allowed the business as a whole to have a greater transparency and understanding of profitability. Mark Hutchinson, AVP of Cost Accounting and Profitability 5 Performance Management s Drive in Financial Institutions
6 Modeling the uncertain future Mesirow Financial Since 1937, Mesirow Financial has been an independent, employee-owned company that fosters a culture of innovation, integrity and long-term relationships. Today, Mesirow Financial has nearly 1,200 employees of which 25% have ownership in the firm and offers expertise in investment management, insurance services, global markets and consulting. Mesirow Financial was facing two challenges related to enterprise performance management: They were looking for a highly flexible and customizable solution that incorporated their best practices and processes. They needed a solution to model various scenarios and produce the associated reporting to support decision making. Before selecting to partner with Axiom EPM, Mesirow Financial researched as many as 30 performance management vendor solutions, following a full RFP process and thorough due diligence. The firm determined Axiom EPM was the best choice based on the ability to deliver an agile solution for on-the-fly, top-down and bottom-up financial planning and reporting, with full remote access capabilities, tight integration with the firm s virtual environment, and the flexibility to plan scenarios and build models using diverse data sources. Axiom EPM delivers scenario planning and latest estimate functionality a feature that now allows Mesirow Financial to report financial accountability down to the level of individual business units providing actionable information about not only current performance, but also how to achieve future objectives. With its legacy planning and reporting tool, Mesirow Financial s financial team was expending 60%-70% of its effort and time on data generation and gathering, and just 30%-40% on review and analysis. In contrast, with just the first round of tooling to Axiom EPM completed, the team now spends just 40% on data generation, leaving 60% for value-added analytics. More than just saving time overall, the team greatly appreciated this proportional shift in how they expended resources. In addition, they find that the robust and flexible Axiom solution enables a broad range of methodologies and controls that can be used at various levels, including by business unit and department and even individual employee, which is particularly useful for file processing, allocations and sophisticated occupancy calculations. We were looking for more than just a vendor. We were looking for a strategic partner that shares a similar company culture, customer focus and entrepreneurial drive. Erin Lavelle, SVP of Finance 6 Performance Management s Drive in Financial Institutions
7 Automating Loan Credit Quality Migration ANB Bank Headquartered in Denver, Colorado, ANB Bank is an independent banking organization with over $2 billion in assets and more than 30 full-service locations. For years the group was a loyal user of a well-known EPM solution leveraged by numerous banks and credit unions, but increasingly weak support and an upcoming software sunset required a new solution. ANB Bank was facing two challenges related to enterprise performance management: They needed to streamline their financial and management reporting and reduce the time needed to produce reports. They wanted to automate their loan portfolio tracking to analyze risk and quantify reserves needed. Of the many solutions in the market, Axiom EPM offered the best balance of ease of use and robust capabilities - the learning curve was short, data is consolidated in one central source, and the automation of numerous manual processes frees up time for critical analysis and business decisions. Prior to Axiom EPM, inefficient manual tasks resulted in a large amount of squandered time. With the implementation of automation features and dynamic reporting, the group is saving significant time and receiving reliable results. For example, the group has automated daily interest and accretion calculations, set-up automatic monthly reconciliation reminder s for staff members and built live department allocation tables which no longer require time-intensive calculations in Excel. With Axiom EPM s Loan Credit Quality Migration solution, ANB Bank automated their loan portfolio tracking, taking the reporting process from days down to a few hours. Axiom EPM immediately eliminated the manual data entry and consolidating done by hand by automatically importing all the data sources - including GL, loan, deposit and overdraft - and consolidating it into a single source. With interactive reporting, ANB Bank has the flexibility to slice and dice the data however they want to support their allowance for loan loss calculation. ANB Bank has embraced the robust capabilities of Axiom EPM for as many processes as possible. As a result, the group is working more efficiently and all data is in one consolidated source to drive more timely and informed business decisions. Moving forward, ANB plans to implement Axiom EPM s dashboarding capabilities for loan histories and budget information so executives can easily access highly visualized performance results and drill down into specific details. The group also plans to use Axiom EPM for call reports and annual reports and schedules. With Axiom EPM, we ve seen huge increases in efficiency and capabilities. It would be hard to imagine that another solutions could so all that Axiom EPM does for our group. Grant Slovek, Financial Reporting & Budgeting Manager 7 Performance Management s Drive in Financial Institutions
LEVERAGE EXCEL. AVOID THE PITFALLS. How to embrace and extend Excel for Enterprise Planning
LEVERAGE EXCEL. AVOID THE PITFALLS. How to embrace and extend Excel for Enterprise Planning Introduction The modern business planning landscape The ubiquity of spreadsheets The spreadsheet dominates the
More informationEFFICIENTLY RUN YOUR OPERATIONS. Accounts Receivable Track individual clients, organizations, and funding sources separately.
At a Glance years serving the nonprofit and education sectors MANAGE ACCOUNTING FOR NONPROFITS REPORT AND BUDGET WITH CONFIDENCE EFFICIENTLY RUN YOUR OPERATIONS MAINTAIN DATA INTEGRITY UNDERSTAND AND MANAGE
More informationStreamlined Planning and Consolidation for Finance Teams Running SAP Software
SAP Solution in Detail SAP Solutions for Enterprise Performance Management, Version for SAP NetWeaver Streamlined Planning and Consolidation for Finance Teams Running SAP Software 2 SAP Solution in Detail
More informationANALYTICS PAYS BACK $13.01 FOR EVERY DOLLAR SPENT
RESEARCH NOTE September 2014 ANALYTICS PAYS BACK $13.01 FOR EVERY DOLLAR SPENT THE BOTTOM LINE Organizations are continuing to make investments in analytics to meet the growing demands of the user community
More informationAccelerating EPM Deployment
Accelerating EPM Deployment With Planning in the Cloud SUMMARY In today s challenging planning environment, reliance on spreadsheets is woefully inadequate and fraught with peril. Packaged planning and
More informationTransforming FP&A: Combining Process Redesign & Technology to Deliver Insights
Transforming FP&A: Combining Process Redesign & Technology to Deliver Insights Session 602 IASA 86 TH ANNUAL EDUCATIONAL CONFERENCE & BUSINESS SHOW Project Overview The Hanover Insurance Group (THG) is
More informationBUSINESS INTELLIGENCE: IT'S TIME TO TAKE PRIVATE EQUITY TO THE NEXT LEVEL. by John Stiffler
IT'S TIME TO TAKE PRIVATE EQUITY TO by John Stiffler In a challenging economic environment, portfolio management has taken on greater importance. Private equity firms must look at every possible avenue
More informationAutomated Financial Reporting (AFR) Version 4.0 Highlights
Automated Financial Reporting (AFR) Version 4.0 Highlights Why Do 65% of North American CAT Dealers Use AFR? Without formal training, our CFO conducted quarterly statement reviews with all of our operating
More informationThe Four Components of HCL s Business Planning Accelerator for Insurance
The Problem In today s dynamic insurance industry, business planning is no longer just an operational necessity; it is a competitive differentiator. It needs to be fast, it needs to be accurate and it
More informationOutperform Financial Objectives and Enable Regulatory Compliance
SAP Brief Analytics s from SAP SAP s for Enterprise Performance Management Objectives Outperform Financial Objectives and Enable Regulatory Compliance Drive better decisions and streamline the close-to-disclose
More informationBanking. Using collaborative customer knowledge to increase operational efficiency while retaining loyal, profitable customers
Banking Using collaborative customer knowledge to increase operational efficiency while retaining loyal, profitable customers In today s challenging global economy, strengthening customer relationships
More informationThe 2-Tier Business Intelligence Imperative
Business Intelligence Imperative Enterprise-grade analytics that keeps pace with today s business speed Table of Contents 3 4 5 7 9 Overview The Historical Conundrum The Need For A New Class Of Platform
More informationTurn Your Business Vision into Reality with Microsoft Dynamics SL
Turn Your Business Vision into Reality with Microsoft Dynamics SL You have worked hard to build a vision for your business. With Microsoft Dynamics SL, you can turn that vision into reality with a solution
More informationFinding the Right ERP to Your Business IMAGERY
IMAGERY The imagery for this campaign will consist largely of handmade Finding the Right ERP to Your Business Welcome to the Microsoft Dynamics ERP Discovery Guide, a guide designed to help you assess
More informationGreater visibility and better business decisions with Business Intelligence
Greater visibility and better business decisions with Business Intelligence 3 Table of contents Introduction 3 Introduction 5 Your challenge: too much data 6 Five key aspects when considering Business
More informationBest practices for planning and budgeting. A white paper prepared by Prophix
A white paper prepared by Prophix Executive summary The continual changes in the business climate constantly challenge companies to find more effective business practices. However, common budgeting limitations
More information5 APPROACHES TO EFFECTIVE BUDGETING & FORECASTING IN HEALTHCARE. A publication from:
5 APPROACHES TO EFFECTIVE BUDGETING & FORECASTING IN HEALTHCARE A publication from: 5 APPROACHES TO EFFECTIVE BUDGETING AND FORECASTING IN HEALTHCARE / 2 INTRODUCTION Healthcare Finance in the Post Reform
More informationSage 100 ERP I White Paper. Sage 100 ERP Intelligence Reporting: Straight Talk About Replacing FRx
I White Paper Intelligence Reporting: Straight Talk About Replacing FRx Table of Contents Introduction... 3 12 Things You Need to Know About Intelligence Reporting... 3 Summary... 5 Intelligence Reporting:
More informationMade to Fit Your Needs. SAP Solution Overview SAP Solutions for Small Businesses and Midsize Companies
SAP Solution Overview SAP Solutions for Small Businesses and Midsize Companies SAP Solutions for Small Businesses and Midsize Companies Made to Fit Your Needs. Designed to Help You Grow. Becoming a Best-Run
More informationENTERPRISE REPORTING AND ANALYTICS FOUNDATION. A Complete Business Intelligence Solution
ENTERPRISE REPORTING AND ANALYTICS FOUNDATION A Complete Business Intelligence Solution INCREASE PROFITABILITY WITH A COMPLETE BUSINESS INTELLIGENCE SOLUTION The increased competition faced by today s
More informationCase Study. SNW Asset Management. info@os33.com (866) 796-0310. www.os33.com
info@os33.com (866) 796-0310 www.os33.com Case Study Highlights Country: United States Industry: More Info: http://www.snwam.com Business Situation: Move a spin-off company to a new IT infrastructure in
More informationIntelligence Reporting Standard Reports
Intelligence Reporting Standard Reports Sage 100 ERP (formerly Sage ERP MAS 90 and 200) Intelligence Reporting empowers you to quickly and easily gain control and obtain the information you need from across
More informationBest Practices for Planning and Budgeting. A white paper prepared by PROPHIX Software October 2006
A white paper prepared by PROPHIX Software October 2006 Executive Summary The continual changes in the business climate constantly challenge companies to find more effective business practices. However,
More informationWealth Management Firms Choose CRM to Improve Productivity and Client Service [SUBHEAD]
Wealth Management Firms Choose CRM to Improve Productivity and Client Service [SUBHEAD] Independent analysis shows that Microsoft Dynamics CRM drives tangible performance benefits for wealth management
More informationThe Resource Management Life Cycle
The Resource Management Life Cycle Resource Planning for 2013 Revised November 2012 http://epmlive.com Contents Introduction...2 What is Resource Management?...2 Who Participates in Resource Management?...2
More informationOracle s Primavera P6 Enterprise Project Portfolio Management
Oracle s Primavera P6 Enterprise Project Portfolio Management Oracle s Primavera P6 Enterprise Project Portfolio Management is the most powerful, robust and easy-to-use solution for prioritizing, planning,
More informationWHY ISN T EXCEL GOOD ENOUGH INTRODUCTION THE COMPARISON: EXCEL VS. PRIMAVERA S CONTRACT MANAGER EXECUTIVE SUMMARY MICROSOFT OFFICE EXCEL OPTION
WHY ISN T EXCEL GOOD ENOUGH INTRODUCTION was asked to support a biotech Owner on a significant scale-up project to take their drug from clinical trial manufacturing to full production levels. This project
More information8 THINGS TO CONSIDER WHEN SELECTING INCENTIVE COMPENSATION MANAGEMENT (ICM) SOFTWARE
8 THINGS TO CONSIDER WHEN SELECTING INCENTIVE COMPENSATION MANAGEMENT (ICM) SOFTWARE Implementing an automated Incentive Compensation Management (ICM) solution is a key element in optimizing sales force
More informationORACLE FINANCIAL SERVICES BALANCE SHEET PLANNING
ORACLE FINANCIAL SERVICES BALANCE SHEET PLANNING KEY FEATURES AND BENEFITS FEATURES Packaged application with prebuilt industry leading practices Net Interest Margin and balance sheet forecasts using cash
More informationTurn Your Business Vision into Reality with Microsoft Dynamics GP
Turn Your Business Vision into Reality with Microsoft Dynamics GP You have worked hard to build a vision for your business. With Microsoft Dynamics GP, you can turn that vision into reality with a solution
More informationMake the right decisions with Distribution Intelligence
Make the right decisions with Distribution Intelligence Bengt Jensfelt, Business Product Manager, Distribution Intelligence, April 2010 Introduction It is not so very long ago that most companies made
More informationA Unified View of Network Monitoring. One Cohesive Network Monitoring View and How You Can Achieve It with NMSaaS
A Unified View of Network Monitoring One Cohesive Network Monitoring View and How You Can Achieve It with NMSaaS Executive Summary In the past few years, the enterprise computing technology has changed
More informationThe #1 Web-Based Business Software Suite. Accounting / ERP CRM Ecommerce
The #1 Web-Based Business Software Suite Accounting / ERP CRM Ecommerce for every business. Intelligent Complete Simple You have real-time access to all the information you need to make better, faster
More informationGuide to Evaluating Online Proofing Tools
Guide to Evaluating Online Proofing Tools Ambiguous, complicated, tedious and inefficient: do these words sound familiar? If you ve ever been involved in the review and approval process of a creative asset,
More informationIBM Cognos 8 Controller Financial consolidation, reporting and analytics drive performance and compliance
Data Sheet IBM Cognos 8 Controller Financial consolidation, reporting and analytics drive performance and compliance Overview Highlights: Provides all financial and management consolidation capabilities
More informationMastering Overhead Budgeting and Reporting with CPM Software
Mastering Overhead Budgeting and Reporting with CPM Software Agenda Introduction Company Background Presenter Role Challenges Concerns for Skanska USA Building Weighing Potential Solutions Evaluation and
More informationEfficiency and Not-for-Profit Can Go Hand-in-Hand
Efficiency and Not-for-Profit Can Go Hand-in-Hand Efficiency and Not for Profit Can Go Hand in Hand In today s nonprofit business environment, operating efficiently is not just a good idea, but a necessity
More informationSWIFT for Corporates: Making the Business Case
SWIFT for Corporates: Making the Business Case Vince Bahl, Vice President of Systems Engineering Bottomline Technologies David Levine, Director of Product Marketing Bottomline Technologies 2 Access to
More informationBusiness Intelligence and intuitive reporting in one comprehensive solution
Business Intelligence and intuitive reporting in one comprehensive solution Business Intelligence Jet Enterprise is Business Intelligence and intuitive reporting in one solution that enables analysis and
More informationGROWTH. Microsoft Dynamics GP Business Essentials Build your business with a solution designed for growth
GROWTH Microsoft Dynamics GP Business Essentials Build your business with a solution designed for growth Microsoft Dynamics GP Business Essentials Build your business with a solution designed for growth
More informationRegulation and compensation. Dodd-Frank white paper
Introduction into compensation management This section will introduce some of the key challenges for the sector, and hint at a possible solution using technology 1 Compensation management in focus This
More informationFuture focused cloud solutions from the Access Group
Brought to you by Access Group Future focused cloud solutions from the Access Group A guide to driving agility for Access Supply Chain customers accessacloud.com Future focused cloud solutions from the
More information{Businesss. Intelligence. Overview. Dashboard Manager
{Businesss Intelligence Overview Right information is the lifeblood of financial institutions in today s dynamic business environment. Yet many organisations struggle to provide the right information to
More informationORACLE HYPERION PLANNING
ORACLE HYPERION PLANNING ENTERPRISE WIDE PLANNING, BUDGETING, AND FORECASTING KEY FEATURES Hybrid data model facilitates planning, analysis and commentary Flexible workflow capabilities Reliability with
More informationAdvertising Automation SOFTWARE OVERVIEW
Advertising Automation SOFTWARE OVERVIEW Nanigans powers the world s most successful in-house advertising teams. Automate your customer acquisition and remarketing campaigns using Nanigans, with programmatic
More informationIBM Tivoli Netcool network management solutions for enterprise
IBM Netcool network management solutions for enterprise The big picture view that focuses on optimizing complex enterprise environments Highlights Enhance network functions in support of business goals
More information6 Reasons CFOs Select Microsoft Dynamics NAV to Solve their Business Challenges
6 Reasons CFOs Select Microsoft Dynamics NAV to Solve their Business Challenges By Patricia A. Lacouture Principal Today s Chief Financial Officer (CFO) is tasked with so many more roles and wears many
More informationTurn Your Business Vision into Reality with Microsoft Dynamics NAV
Turn Your Business Vision into Reality with Microsoft Dynamics NAV You have worked hard to build a vision for your business. With Microsoft Dynamics NAV, you can turn that vision into reality with a solution
More informationHow CFOs and their teams are supercharging financial reporting
How CFOs and their teams are supercharging financial reporting Are your finance operations running smoothly? Today s Chief Finance Officers have an opportunity to take a more visible role in strategic
More informationPMS 288 Blue or CMYK = C100-M85-Y0-C43 PMS 1255 Ochre / Yellow or CMYK = C0-M35-Y85-C30. Tax Technology
PMS 288 Blue or CMYK = C100-M85-Y0-C43 PMS 1255 Ochre / Yellow or CMYK = C0-M35-Y85-C30 Tax Technology PO Ryan has provided BASF outstanding value by recovering overpaid taxes while identifying and implementing
More informationTurn Your Business Vision into Reality with Microsoft Dynamics GP
Turn Your Business Vision into Reality with Microsoft Dynamics GP You have worked hard to build a vision for your business. With a business solution from Microsoft, you can turn that vision into reality.
More informationChoosing the Right Project and Portfolio Management Solution
Choosing the Right Project and Portfolio Management Solution Executive Summary In too many organizations today, innovation isn t happening fast enough. Within these businesses, skills are siloed and resources
More informationVena 5 Overview. An Innovative Approach to Corporate Performance Management
Embrace, Don t replace your spreadsheets Vena 5 Overview An Innovative Approach to Corporate Performance Management Vena 5 is an easy-to-use and rapidly deployed solution for budgeting, planning, forecasting,
More informationBROCHURE ECOSYS EPC. Full Lifecycle Project Cost Controls
BROCHURE ECOSYS EPC Full Lifecycle Project Cost Controls ECOSYS EPC EcoSys EPC is a next generation planning and cost controls software solution delivering best practices for full lifecycle project cost
More informationThe Business Value of a Web Services Platform to Your Prolog User Community
The Business Value of a Web Services Platform to Your Prolog User Community A white paper for project-based organizations that details the business value of Prolog Connect, a new Web Services platform
More informationRedPrairie for Convenience Retail. Providing Consistency and Visibility at Least Cost
RedPrairie for Convenience Retail Providing Consistency and Visibility at Least Cost The Convenience Store Challenge With blurring lines between retail segments, Convenience Store chains are faced with
More informationCRM for Real Estate Part 1: Why CRM?
CRM for Real Estate Anne Taylor Contents Introduction... 1 Typical Challenges for Real Estate... 2 How CRM can Help... 3 Conclusion... 6 Introduction Some Real Estate organizations are still asking why
More informationMicrosoft Dynamics CRM Solutions for Retail Banking
Performance Microsoft Dynamics CRM Solutions for Retail Banking White Paper Setting new standards that enable retail banks to attract, retain, and service customers with superior speed, efficiency, and
More informationWHITE PAPER. CRM Evolved. Introducing the Era of Intelligent Engagement
WHITE PAPER CRM Evolved Introducing the Era of Intelligent Engagement November 2015 CRM Evolved Introduction Digital Transformation, a key focus of successful organizations, proves itself a business imperative,
More informationTurn Your Business Vision into Reality with Microsoft Dynamics NAV
Turn Your Business Vision into Reality with Microsoft Dynamics NAV You have worked hard to build a vision for your business. With Microsoft Dynamics NAV, you can turn that vision into reality with a solution
More informationHow Microsoft dynamics AX fairs in comparison to other ERP s
How Microsoft dynamics AX fairs in comparison to other ERP s GONE ARE THOSE LEGACY ERP SYSTEMS OF OLDEN DAYS. LEGACY SYSTEMS LOOK VAST, REQUIRE HUGE BUDGETS, AND TAKE LONG IMPLEMENTATION TIME. IT IS A
More informationSee your business in a new way.
Sage 300 ERP Multicompany and International Operations Management Brochure See your business in a new way. Realize the future of your business today. See your business in a new way. Realize the future
More informationTHE PROVEN PLATFORM HOW THE BUSINESS OF MONEY GETS MOVING INTERACTIVE PDF
THE PROVEN PLATFORM HOW THE BUSINESS OF MONEY GETS MOVING INTERACTIVE PDF $500 Billion of Institutional Liquidity Is Traded Through Portals. Liquidity portals provide financial institutions with new revenue
More informationA full business solution that streamlines the property and financial management aspects of the
YARDI Voyager Commercial A full business solution that streamlines the property and financial management aspects of the commercial real estate lifecycle to help you enhance the underlying value of your
More informationIBM Cognos Performance Management Solutions for Oracle
IBM Cognos Performance Management Solutions for Oracle Gain more value from your Oracle technology investments Highlights Deliver the power of predictive analytics across the organization Address diverse
More informationBusiness Intelligence Solutions for Gaming and Hospitality
Business Intelligence Solutions for Gaming and Hospitality Prepared by: Mario Perkins Qualex Consulting Services, Inc. Suzanne Fiero SAS Objective Summary 2 Objective Summary The rise in popularity and
More informationThe business owner s guide for replacing accounting software
The business owner s guide for replacing accounting software Replacing your accounting software is easier and more affordable than you may think. Use this guide to learn about the benefits of a modern
More informationA Buyer s Guide to Enterprise Performance Management Suites
White Paper A Buyer s Guide to Enterprise Performance Management Suites Seven Key Requirements in Choosing an EPM Solution Table of Contents Seven key requirements to evaluate in an EPM solution 3 1. Breadth
More informationBetter Together with Microsoft Dynamics CRM
Better Together with Microsoft Dynamics CRM Enhance the power and effectiveness of Microsoft Dynamics CRM business software with Microsoft products and technologies that work even better, together. Microsoft
More informationAccenture Human Capital Management Solutions. Transforming people and process to achieve high performance
Accenture Human Capital Management Solutions Transforming people and process to achieve high performance The sophistication of our products and services requires the expertise of a special and talented
More informationStatement of Direction
Microsoft Dynamics SL Statement of Direction Product strategy and roadmap for Microsoft Dynamics SL Date: January 2012 www.microsoft.com/dynamics/sl Page 1 CONTENTS Welcome... 3 Overview of Microsoft Dynamics
More informationQuarterly Financial and Transparency Report
Quarterly Financial and Transparency Report 1 st Quarter 2015 SUMMARY Alloya s net income for the quarter ended March 31, 2015 was $1.2 million compared to $2.1 million for the first quarter of 2014. Earnings
More informationBabson Executive Education
CASE STUDY Babson Executive Education Aptean s Pivotal CRM Helps Babson Executive Education Streamline its Operations case study babson executuve Education 2 Executive Education Customer Details Babson
More informationStreamlined Planning and Consolidation for Finance Teams in Any Organization
SAP Solution in Detail SAP Solutions for Enterprise Performance Management, Version for the Microsoft Platform Streamlined Planning and Consolidation for Finance Teams in Any Organization Table of Contents
More informationU.S. Bank Corporate Travel Card. OR ST Overview
U.S. Bank Corporate Travel Card OR ST Overview September 24, 2013 Discussion Topics Corporate Travel Industry Trends U.S. Bank Solutions 2 Executive Summary T&E expenses continue to be one of the largest
More informationACHIEVE /KETQUQHV &[PCOKEU 0#8
ACHIEVE /KETQUQHV &[PCOKEU 0#8 6/ Transform business challenges into business success with an innovative, familiar solution that frees your people to achieve more. Luis Gonçalves, Marketing Administrator,
More informationUnlocking the Full Value of Your Meter Data
Unlocking the Full Value of Your Meter Data The Elster Difference When it comes to the many components of your smart grid solution, there are plenty of options from which to choose. But when it comes to
More informationHow To Create A Business Benefit Dashboard Analysis Report In Microsoft Excel
Get 8 ready-to-use reports that give you immediate insight into and across your business. Delivered in the familiar environment of Microsoft Excel, the reports are fully customizable, and flexible with
More informationActuate for: Financial Management Reporting Applications
Any User. Any Data. Any Deployment. Enterprise Solutions Actuate for: Financial Management Reporting Applications Actuate Financial Management Reporting Applications integrate data from multiple financial
More informationSix Signs. you are ready for BI WHITE PAPER
Six Signs you are ready for BI WHITE PAPER LET S TAKE A LOOK AT THE WAY YOU MIGHT BE MONITORING AND MEASURING YOUR COMPANY About the auther You re managing information from a number of different data sources.
More informationCHRISTIANSON & ASSOCIATES, PLLP CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS
Fred Gould Bruce Lichty 320-441-5541 320-441-5630 fgould@christiansoncpa.com blichty@christiansoncpa.com Intellego Overview Go with the leader. Our vision is to provide the ethanol industry with the business
More informationAdvanced Multichannel Order Management Solutions That Optimize Sales Performance
Advanced Multichannel Order Management Solutions That Optimize Sales Performance Analytics that help you make accurate, informed decisions Scalable and Vendor-Neutral; work with any service provider Over
More informationORACLE FINANCIAL SERVICES PROFITABILITY MANAGEMENT
ORACLE FINANCIAL SERVICES PROFITABILITY MANAGEMENT KEY FEATURES AND BENEFITS FEATURES Multi-dimensional modeling and profitability analysis Rich allocation features Auditability with visual trace of allocation
More informationIntegrated business intelligence solutions for your organization
Integrated business intelligence solutions for your organization In the business world, critical information influences individuals goals, affects how people work across teams and ultimately helps organizations
More informationMITS Distributor Analytics
Product Datasheet For TrulinX Users MITS Distributor Analytics A powerful combination of reporting features MITS Distributor Analytics gives you a competitive edge when it comes to making decisions that
More informationPosition Yourself for the Small Business Market
m Position Yourself for the Small Business Market Position Yourself for the Small Business Market Introducing Microsoft Office Small Business Accounting 2006 As your clients most trusted business advisor,
More informationMoving from Sage 50 Accounts to Sage 200 Standard Online
Moving from Sage 50 Accounts to Sage 200 Standard Online 2 Contents Contents Software that grows with your business...4 Straightforward online accounting...5 Reasons to upgrade...6 Financials - Managing
More informationEnding the Era of the Financial Scorekeeper. 5 Steps for Preparing Your Organization for Life Beyond Excel
Ending the Era of the Financial Scorekeeper 5 Steps for Preparing Your Organization for Life Beyond Excel 1 Introduction The era of the backwards-looking financial scorekeeper is over. The most successful
More informationTurn Your Business Vision into Reality with Microsoft Dynamics GP
Turn Your Business Vision into Reality with Microsoft Dynamics GP You have worked hard to build a vision for your business. With a business solution from Microsoft, you can turn that vision into reality.
More information7 things to ask when upgrading your ERP solution
Industrial Manufacturing 7 things to ask when upgrading your ERP solution The capabilities gap between older versions of ERP designs and current designs can create a problem that many organizations are
More informationGE Healthcare. Proven revenue cycle management supporting profitability in an era of healthcare reform.
GE Healthcare Proven revenue cycle management supporting profitability in an era of healthcare reform. Enterprise-ready Profitability, efficiency, and enhanced quality of care A proven, next-generation
More informationompany Company Four partners. One common goal.
Company ompany Four partners. One common goal. When you start with a clean slate, you get a cleaner software design If you were going to build better staffing software where would you start? That s exactly
More informationAssessing campaign management technology
Assessing campaign management technology Introduction Table of contents 1: Introduction 2: 1. Can the campaign management platform be used to build a single marketing view of customers? 3: 2: Can the campaign
More informationProduct Brief. Intacct Financials & Accounting. Intacct General Ledger
Product Brief Intacct Financials & Accounting Intacct Financials and Accounting includes Intacct General Ledger, Intacct Accounts Receivable, Intacct Accounts Payable, Intacct Cash Management and Intacct
More informationTurning Data into Action: Business Intelligence for the Public Sector
Turning Data into Action: Business Intelligence for the Public Sector Over the last several years, Business Intelligence has emerged as one of the top priorities for organizations of all sizes. Brian McDonough
More informationAsia Pacific. Tax Management Consulting Why and What?
Asia Pacific Tax Management Consulting Why and What? In an increasingly demanding and global environment, managing tax is becoming more complex. The world s leading tax departments integrate business strategy
More informationOptum TM Consumer Acquisition Platform. A Next-Generation Approach to Acquire, Retain and Engage Members.
Optum TM Consumer Acquisition Platform A Next-Generation Approach to Acquire, Retain and Engage Members. Challenge and opportunity have arrived at the same time for health plans. Millions of consumers
More informationSage PFW ERP Intelligence
Sage PFW ERP Intelligence Sage PFW ERP Intelligence Standard Reports Get 6 ready-to-use reports that give you immediate insight into and across your business. Delivered in the familiar environment of Microsoft
More informationBusiness Intelligence and Reporting
Business Intelligence and Reporting With an immense amount of data located in a variety of systems, one of the great challenges organizations face is how to collect, categorize, understand, and make decisions
More informationFrom small businesses to large enterprise companies, Recurly offers the simplicity and sophistication your business needs as it grows.
GROWING with From small businesses to large enterprise companies, Recurly offers the simplicity and sophistication your business needs as it grows. Our features, tools, and support help you effectively
More information