The Purpose of Next-Generation ERP in an SMB Technology Roadmap
When it comes to small-to-medium sized businesses (SMBs) deciding what technology could have the most impact on their business, it’s the replacement of their legacy Enterprise Resource Planning (ERP) that winds up topping the list of priorities today. Why do…
Your Technology Roadmap and the Role of the CIO
While leadership within many small to mid-sized businesses (SMBs) today demonstrate extensive business experience, they can lack the IT experience needed to align technology decisions with business strategies and goals. Such a scenario is understandable. These smaller companies may have…
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Five Signs Your Technology Roadmap is Incomplete
As we discussed in a previous article, a formal technology roadmap is often lacking among small-to-medium-sized (SMBs) organizations, leading to a reliance on manual, paper-based processes, legacy technology, spreadsheets, or other homegrown systems that dilute the business’s ability to compete…
SMBs can Make Smarter Investments with a Technology Roadmap
How You Can Save Money with a Complete Technology Roadmap Many small to mid-sized businesses (SMBs) don’t have a formal technology roadmap that aligns and plans their use of digital tools with their business goals. In fact, one research study…
Why Don’t SMBs Hit Growth Projections (and How Can You Get Back on Track)?
Small to mid-sized businesses (SMBs) often fail to hit their own growth targets and other financial goals, which can lead to poor decision-making, missed opportunities to secure capital, and other negative repercussions. The good news is that if your SMB…
Reports & Dashboards: One at a Time
The following question was asked at a recent BI conference: “I’ve been looking at Analytics software and noticed that some apps have just a few reports, some have a couple hundred, and others come with thousands. How many reports do…
All Heroes Wear KPIs: 5 Steps to Becoming a Financial Reporting Superhero
How do you measure success? In a commercial environment, you can gain a competitive edge by making sure that your Key Performance Indicators (KPIs) are informed and agile, much like Superman chasing a villain. But what makes someone a financial…
Addressing the Challenges of Conventional Reporting
A business’ success is highly dependent on its ability to act proactively and make critical decisions in a timely manner. Businesses are more complex than ever and as organization’s grow, so too does their data. This data is not only…
Using Reporting Trees in Sage Enterprise Intelligence
Reporting trees help define the structure and hierarchy of your organization. A reporting tree is a cross-dimensional hierarchical structure that is based on the dimensional relationships in your financial data. It provides information at the reporting unit level and at…
Plumbing the Depths of Analytics Software
Have you ever watched the construction of a new house? It seems to go so slowly at first—often taking weeks (if not months) to lay the foundation, connect to a water source, bring in electricity, and so on. And then—seemingly…
Understanding Customer Credit Limits and Currency in Sage X3
A critical part of managing risk within an organization is managing the credit available to customers. If you give a customer who may not be in the best financial position credit terms, or too much credit, you may have a…
Acumatica Reporting Tips Video: Financial Reporting Training
In this video we cover how to set up reports definitions in Acumatica Cloud ERP. This will allow you to modify report such as profit and loss, balance sheet, and more. Contact us if you have any questions or would…
How to Create Specialty Manufacturing Reports in Sage X3
When you listen to a sales pitch on business intelligence, you may walk away more confused than when you started because, if you’ve been around long enough, you’ve seen many reporting tools – from Lotus to MS Excel to FRx…
The Essentials of Effective Financials Software
Many SMB companies stick with older, legacy systems due to sheer inertia – and the age old adage, “if it ain’t broke don’t fix it”. But you need to ask yourself: have your spreadsheets become unwieldy, are cash flow issues…
