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

NOVEMBER 7, 2023

Similarly, the tools you use to run your enterprise are becoming increasingly diversified, from different vendors and cloud environments to various ERP systems and BI tools. Add in the de facto requirement to combine all your reporting data and it presents quite a challenge. Empower your team to add new data sources on the fly.

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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

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. insightsoftware solutions fill these gaps by bringing granular, multi-dimensional, real-time, refreshable data to users’ fingertips, driving faster, more accurate business decisions.

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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. Organizations are promised a ‘one size fits all’ tool that will allow users to ‘drag n drop’ their way to data fluency. Put simply, ‘self-service’ relates to true autonomy.

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Insight Software

JANUARY 11, 2024

The two most common options are hiring a third-party service provider or using a software solution like Certent Disclosure Management (CDM) to do it in-house. CDM is designed to integrate seamlessly with various data sources commonly used in financial reporting.

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Insight Software

SEPTEMBER 24, 2021

If the world was fairly predictable, financial planning would be a relatively straightforward process. For many businesses, the idea of financial forecasting or planning based on last year’s numbers seems far less advisable than it was in the past. Today, financial planning and budgeting are more important than ever.

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Insight Software

MARCH 3, 2022

The Deltek Marketplace provides partner solutions, business services, and integrations across the project lifecycle that allow project-based businesses to unlock potential, accelerate operations, and improve profitability. At their core, a project-based business provides services as they deliver the project.

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Insight Software

MAY 3, 2021

Due to these and other common operational reporting challenges with the ERP, Microsoft D365BC recommends that enterprises use Power BI, custom reporting (SSRS), or third-party software for reporting and analysis. The point-and-click data warehouse automation allows for BI customization that’s 5x faster than manual coding.

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Insight Software

NOVEMBER 8, 2021

One of the biggest challenges you’ll face when you migrate your data to a new enterprise resource planning (ERP) system is making sure it matches your old system. Successfully migrating your data from one ERP to the next is an essential, but often dreaded, step you must overcome to reap the benefits of a more modern ERP.

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Insight Software

AUGUST 1, 2023

We see the same analytics challenges time and time again: Disjointed user experience — A lack of customization and functionality prevents your users from viewing data in a way that satisfies their needs. Limited self-service and interactivity features may not match the skill levels of those that use them.

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Insight Software

OCTOBER 24, 2022

In this article, we’ll address the various ways that software companies (including SaaS vendors) can build analytics into their products. Typically that involves using UI component libraries to serve as the fundamental building blocks of the presentation layer, filtering datasets and feeding those to a custom UI built around those components.

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Insight Software

MAY 20, 2022

Business leaders hear about the data analysis that other companies in their industry are doing, and they want to know how they too can reap the benefits. Team members sit in on Zoom meetings and wonder how they can shine amongst the group by presenting key trends that drive better strategies. Step #1: Data collection.

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Insight Software

APRIL 20, 2023

Managment Reporter is designed to help finance professionals create high-volume, presentation-quality financial reports in minutes. Microsoft is Ending Support for Management Reporter Microsoft announced in 2016 that it would no longer be developing Management Reporter moving forward. And for financial reporting? Well, there’s the rub.

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Insight Software

APRIL 12, 2024

.” – Kerstin Demko, Vice President of Marketing, Brivo Navigating the Future: Generative AI, Application Analytics, and Data Download Now Simplify Content Creation Traditional analytics tools often require specialized skills and dedicated software to create insightful reports. Managed interactive dashboards and pixel-perfect reporting.

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Insight Software

MARCH 14, 2024

This allows you to fully utilize your Fabric-based systems and overcome typical obstacles related to complex data environments. Bridge Functional Gaps Fabric has shifted away from traditional relational database management systems (RDBMS), presenting users with a new challenge.

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Insight Software

AUGUST 23, 2021

If you offer equity compensation to your employees, or if you plan to, then you will need a 409A valuation. Companies also have the option of outsourcing 409A valuation reports to an independent third party. Information about recently closed investment funding rounds (including board presentations, pitch deck, etc.).

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Insight Software

FEBRUARY 28, 2022

Operational reporting, sometimes referred to as business reporting, involves pulling data from enterprise resource planning (ERP) solutions and other internal business systems to illuminate the day-to-day operations of an organization. More importantly, what would it take to turn that dissatisfaction into satisfaction?

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Insight Software

MARCH 24, 2024

They can easily share financial data and reports, discuss tax implications of financial decisions, and ensure alignment on tax planning strategies. Tax teams can use this information to assess the tax implications of various business decisions and provide insights to support strategic planning. Forecasting and Planning.

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Insight Software

APRIL 25, 2024

It shapes the regulatory landscape for publicly traded companies in many ways, including mandates surrounding: Auditor Independence : The SOX Act restricts the types of non-audit services that auditing firms can provide to their clients. This is an internal audit conducted by an independent auditor who must be an impartial third party.

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Insight Software

MARCH 13, 2024

In this blog, we discuss three key challenges to blending data from multiple sources in Microsoft Dynamics and how Atlas – insightsoftware’s easy-to-use Excel-based financial reporting solution for Dynamics AX and D365 F&SCM – empowers your team to overcome them.

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Insight Software

JULY 13, 2023

Get an accurate, controlled set of data to feed financial reports into Power BI with Jet Analytics – hosting available on-premises or in the cloud. Enable self-service reporting and analytics to manage and create reports for better data-driven decisions. Request your personalized demo today.

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Insight Software

DECEMBER 23, 2021

Clearly, if data errors are left unchecked, it can have serious consequences. In fact, the research finds that the reporting process is slower and less agile than the roughly comparable process of planning, budgeting, and forecasting. FSN: Agility in Financial Reporting & Consolidation.

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Insight Software

JANUARY 19, 2024

In particular, we are regularly asked to tell stories with data; the rest of this article focuses on how we can optimize our data storytelling. One can be a master storyteller, but if the data does not support the story or provide insights that can drive actionable results, you will fail to influence the business positively.

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Insight Software

FEBRUARY 4, 2022

In a nutshell, equity compensation is defined as non-cash remuneration that takes the form of stock options, restricted shares, employee stock purchase plans, and other vehicles that provide employees with an equity stake in the company. Managing Equity Compensation Plans. Different Forms of Equity Compensation.

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Insight Software

APRIL 3, 2024

Expand your financial consolidation to include an all-in-one system and create effective planning reports, including targets, budgeting, and forecasts. Moving to cloud-based applications presents a significant opportunity you to optimize your financial consolidation processes.

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Insight Software

MARCH 4, 2024

In the face of accelerating digital transformation, technology teams managing SAP systems face a complex data processing landscape. The cloud migration wave presents both opportunities and complexities, demanding seamless data movement between SAP and cloud-based applications.

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Insight Software

MARCH 14, 2022

Customer Services. Thirty percent of respondents use the out-of-the-box tools available with their enterprise resource planning (ERP) tool. Finance data has inherent dimensionality and typically has to be flattened into two dimensions for consumption by standard business intelligence tools. Human Resources.

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Insight Software

APRIL 26, 2022

They have a natural affinity for quantitative information, as well as a knack for drawing meaningful conclusions when presented with a collection of numerical figures. Even so, finance team members probably understand and retain information more readily when it’s presented in narrative form. Optimal Visualization.

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Insight Software

JULY 24, 2023

Here are the burdens facing your team with on-premises ERP solutions: Too complex: ERP data models are complex and difficult to integrate with other ERPs, BI tools, and cloud data warehouses. Changes made to a data model often require technical support including, but not limited to, a forced reboot of connected applications.

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Insight Software

AUGUST 27, 2021

With the advent of cloud ERP, software publishers have been forced to abandon that direct access approach because it presents potential security threats in a multi-tenant environment. On a shared database server, that kind of capability could impact other customers’ data as well. In June 2021, Microsoft released version 2.0

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Insight Software

SEPTEMBER 30, 2022

What are the best practices for analyzing cloud ERP data? Data Management. How do we create a data warehouse or data lake in the cloud using our cloud ERP? How do I access the legacy data from my previous ERP? Self-service BI. Angles for Oracle supports Oracle ERP Cloud out of the box.

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Insight Software

SEPTEMBER 27, 2023

As the volume of data captured increases, so does the challenge of accessing data and presenting it in a way that business leaders can easily understand and interact with. When updating your toolkit, look for solutions that offer: Self-Service Reporting Self-service reporting capabilities foster agility within organizations.

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Insight Software

MAY 24, 2023

Finance teams who struggle to meet the demand for recurring operational reports are increasingly adopting Oracle ERP Cloud for ease of access to real-time data. Organizations must understand how to extract complex data on a regular cadence and present the reporting to end users to manipulate through an interactive BI tool.

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Insight Software

JULY 24, 2023

Organizations must understand how to extract complex data on a regular cadence and present the reporting to end users to manipulate through an interactive BI tool. Unlock the power of your enterprise data and gain actionable insights to make decisions with confidence in an uncertain and quickly changing world.

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Insight Software

JULY 15, 2021

There’s another adage, often repeated by military leaders, that says “no plan of battle ever survives first contact with the enemy.”. questions, and building contingency plans to make their businesses more agile and responsive. There are, of course, situations that present both crisis and opportunity.

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Insight Software

FEBRUARY 23, 2024

But what processes do you use to localize the context and translate it to support global sales? PIM enables you to test your search facets and filters using Elasticsearch to present your PIM data in the same way that your website presents your products to customers.

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