Insight Software

DECEMBER 30, 2021

Many people use terms like “planning,” “forecasting,” “budgeting,” and “financial projection” somewhat interchangeably. When it comes to a plan vs forecast in particular, the line can be blurry. Let’s look at four key features that distinguish financial planning from forecasting: 1. Access Resource Now.

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Insight Software

JULY 23, 2021

According to the recent FSN’s Agility in Planning, Budgeting, and Forecasting (PBF) Survey 2021, the effective use of scenario planning enables organizations to respond quickly and confidently during times of extreme change. Check out this infographic to discover all the characteristics of those using scenario planning.

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Insight Software

APRIL 25, 2024

Check out our webinar on self-service subledger reconciliations for a quick primer on when and how to best use self-service subledger reconciliations for your organization. Hubble Best Practices: Self Service Subledger Reconciliations Download Now Why Do We Need to Reconcile Accounts?

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Insight Software

JANUARY 24, 2024

As any CFO knows, budgeting and planning processes are complex. In addition, external market factors require that your planning process not only be able to address your current goals but also be agile enough to quickly respond to industry innovations, economic shifts, and more.

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Astera

APRIL 24, 2024

By aggregating data, these tools provide a unified view crucial for informed decision-making, trend analysis, and strategic planning. Key Features: Data collection Data processing and presentation Integration with various sources User-friendly interface Multi-server support, backup and recovery, and maintainability.

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Insight Software

FEBRUARY 15, 2022

It’s critical to have a meaningful financial plan in place, to have realistic targets to achieve. Unfortunately, traditional models for financial planning and budgeting are increasingly strained as businesses strive to cope with change. Many are seeking leaner, more agile budgeting and planning options. Access Resource.

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Insight Software

JUNE 13, 2022

Cloud enterprise resource planning (ERP) software is ideal for a variety of applications, including managing multiple departments and CRM integration. When making the move, pre-planning is vital. Are those customizations already supported by Dynamics 365? What third-party services need to be integrated?

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Insight Software

OCTOBER 2, 2023

insightsoftware recently purchased Power ON, a tool that sits on top of Power BI and allows you to do your planning via write-back all in the same platform. As a global leader in financial software solutions, insightsoftware acquired Power ON to enhance Power BI and provide users with a better financial planning option.

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Insight Software

MAY 8, 2024

According to a recent Dresner Advisory Services’ Wisdom of Crowds® Business Intelligence Market Study, Logi Symphony has been recognized as a leader in the field. The Dresner Customer Experience Model maps metrics like the sales and acquisition process, technical support, and consulting services, against general customer sentiment.

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Insight Software

SEPTEMBER 1, 2023

But we’re also seeing its use expand in other industries, like Financial Services applications for credit risk assessment or Human Resources applications to identify employee trends. Can’t let future integrations, feature upgrades, or security flaws from third-party UI components risk their app or software crashing.

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Astera

NOVEMBER 20, 2023

Additionally, API management tools improve API usability so you can rapidly launch new initiatives to support changing business requirements. You can use this data and insights to troubleshoot issues and plan for future API development. Automation Equals to Time Saving Developers spend a considerable amount of their time managing APIs.

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Insight Software

JULY 28, 2023

Demand for new capabilities: If your users demand advanced capabilities and self-service analytics, using basic dashboards and reports may lead to increased customer churn. They expect features like embedded self-service analytics, write-back, and workflow capabilities to seamlessly integrate with their other tools. So, now what?

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Insight Software

MAY 1, 2023

Embedded analytics are a set of capabilities that are tightly integrated into existing applications (like your CRM, ERP, financial systems, and/or information portals) that bring additional awareness, context, or analytic capability to support business decision-making. The Business Services group leads in the usage of analytics at 19.5

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Insight Software

APRIL 30, 2024

Private Cloud : This model involves a third party, such as Amazon or Azure, managing the hardware infrastructure while you retain control over the server and the practices implemented on it. Managed Cloud : In this setup, the analytics vendor manages the server hosting on your behalf.

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Insight Software

JULY 14, 2022

You can’t plan for emergencies, geopolitics, or sudden problems that you have no control over. Business cash flow planning can get you out of a jam and save your company. Take a look at our ultimate guide to business cash flow planning highlighting: What is business cash flow planning? What is Business Cash Flow Planning?

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Insight Software

JUNE 20, 2023

Self-service analytics has been  a leading priority  in the business intelligence (BI) space for years and is likely here to stay. Self-service business intelligence tools make it possible for personnel across functions to perform analytics-related tasks themselves, dramatically reducing time to insight. What Is Self-Service Analytics?

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Insight Software

NOVEMBER 10, 2021

Enterprise planning is going mainstream, as powerful yet affordable software technology has provided the means for small and midsize companies to develop highly collaborative, cross-functional approaches to strategic planning, governance, budgeting, operational planning, and more. Plan for Agility and Adaptability.

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Insight Software

DECEMBER 22, 2021

As a result, strategic workforce planning is garnering considerable attention today, and workforce planning software is in high demand. Workforce planning means analyzing a company’s existing staffing levels, then anticipating and planning for future needs. Workforce planning is also about the short and medium term.

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Astera

JANUARY 18, 2024

Data Integration : Like other vendors, Talend offers data integration via multiple methods, including ETL , ELT , and CDC. Additionally, it supports integration with big data technologies like Hadoop and Spark. Quality of Customer Support Talend’s customer support is not amongst the best in class.

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Insight Software

FEBRUARY 1, 2024

Ventana Research predicts that over two-thirds of business unit teams will enjoy immediate access this year to an integrated cross-functional analytics platform seamlessly embedded within their workflow activities and processes. Empower Users with Self-Service Analytics Modern users want independence.

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Insight Software

MAY 2, 2022

Imagine the following scenario: You’re building next year’s budget in Microsoft Excel, using current year-to-date actuals that you exported from your enterprise resource planning (ERP) software. Researching that question requires substantial additional effort if your organization uses manual planning and budgeting processes.

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Insight Software

JUNE 30, 2023

Here’s a look at the different transfer pricing methods these organizations can consider, as well as additional information to improve calculations that support this methodology. Resale-Minus The resale-minus method bases its pricing on the resale price of a product or asset sold to a third party.

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BizAcuity

JULY 15, 2022

It has all the benefits that could streamline the supply chain- transparency, traceability plus heightened visibility, collaboration, coordination, and planning. Delays in procurement, financial transactions, can be reduced thanks to a much stronger collaboration between third-parties. Improving production efficiency.

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Insight Software

NOVEMBER 30, 2023

Developers have made strides within their software to support accessibility features and third-party tools to make their applications more accessible when users have some physical impairment. Luckily for software vendors, these standards overlap. Organizations can attain Section 508 by meeting WCAG 2.0 Level A and A.A.

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Insight Software

JANUARY 31, 2022

Fourth quarter is the time of year when most organizations are looking to the future in earnest, gathering detailed information on the current year’s performance, assembling a wish-list for the road ahead, and kicking off the planning and budgeting process all over again. Driver-Based Budgeting and Planning: A Guide for Finance Teams.

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Insight Software

FEBRUARY 9, 2022

This applies to collaborative planning, budgeting, and forecasting, which, without the right tools, can be daunting. This may be true for your organization when it comes to improving your budgeting, planning, and forecasting processes, where the fear of a complex, risky data integration project holds you back. Why Bizview.

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Insight Software

DECEMBER 20, 2021

Effective capital planning is fraught with many of the same challenges as traditional profit and loss (P&L) budgeting. Departments request budget allocations, usually with some promised benefits attached, and managers must sort through those various proposals and ferret out the ones that most strongly support the company’s objectives.

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Insight Software

MAY 5, 2021

Strategic planning ranks high on a company’s list of priorities, and equally high on the list of challenges. Consider the eye-opening results of a recent survey : 94% of CFOs plan to change their risk strategy in the wake of the COVID-19 pandemic. With so many disruptive forces in play at once, strategic planning is critical.

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Insight Software

MARCH 23, 2023

Self-service’ capabilities like Self-Service BI are the manifestation of this expectation within many technologies. Those who embed these tools without doing their due diligence will find themselves mired in IT requests to get self-service BI up and running. Put simply, ‘self-service’ relates to true autonomy.

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Monday

JULY 3, 2022

As businesses shift from being process-centric to people-centric, acquiring, tracking, retaining, and analyzing customer relationships from lead acquisition to loyalty is nonnegotiable to deliver the customer support modern consumers expect. Enterprise resource planning (ERP). Marketing automation. Work performance insights.

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Insight Software

JULY 2, 2021

FSN’s most recent research, “Agility in Planning, Budgeting and Forecasting” , confirms and quantifies the compelling advantages of modernizing and digitizing the planning, budgeting, and forecasting process. Creating agile scenario plans and rolling forecasts is simply not feasible in spreadsheets.

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Insight Software

OCTOBER 31, 2023

insightsoftware has once again been named a leader in the 2023 Wisdom of Crowds® Enterprise Performance Management Market Study by Dresner Advisory Services, earning high marks for both customer experience and vendor credibility in the enterprise performance management (EPM) sector. What is Enterprise Performance Management?

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BizAcuity

MAY 10, 2022

Companies planning to scale their business in the next few years without a definite cloud strategy might want to reconsider. IBM had introduced the concept of Virtual Machines (VMs) almost a decade before the birth of the internet. They also prioritize developing multiple internet services. The evolution of Cloud Computing.

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Insight Software

OCTOBER 12, 2023

However, Dynamics 365 (D365) falls short in some ways when it comes to financial and operational reporting, and planning, budgeting, and forecasting. Due to the issues inherent with reporting in the ERP, Microsoft recommends that users employ Power BI or third-party software for reporting and analysis.

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Insight Software

FEBRUARY 21, 2024

Differentiate your application with an embedded analytics solution that supports your customers’ drive for data insights and squeeze more value from your existing technology investments. 30% of independent software vendors (ISV) and 20% of other types of organizations listed customizable dashboards as their most in-demand missing feature.

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Astera

FEBRUARY 14, 2024

Advanced Automation: Leverage robust automation tools in Salesforce to streamline and automate your sales and service processes, reducing manual effort and enhancing operational efficiency. Your Salesforce data migration plan should also be clear about the timelines, resources, and responsibilities. Step 4: Execute the workflow.

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Insight Software

AUGUST 24, 2022

Finance is now tasked with providing timely planning, forecasting, and reporting that informs business decisions in the moment. For example, automating time-consuming tasks such as financial planning and analysis enables finance leaders to reallocate tasks and responsibilities to optimize staff scheduling.

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