Insight Software

APRIL 11, 2025

From marketing, to operations, to sales, and everything in between, dashboards present users with a simple, succinct view, allowing them to explore, analyze, monitor and act on their data. Analytical Dashboards are used to explore data in depth, often by data analysts or business intelligence teams.

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Insight Software

OCTOBER 28, 2024

Although Oracle E-Business Suite (EBS) provides a centralized hub for financial data, the manual process of exporting data into spreadsheets is both time-consuming and prone to errors, forcing finance teams to spend considerable time verifying numbers. Hubble acts as a central hub, integrating data from various sources.

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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

OCTOBER 17, 2024

Epicor technical skills are in short supply and a no-or low-code reporting solution bypasses this limitation, allowing your team to autonomously generate value from your ERP data with self-service report creation. A robust financial reporting tool seamlessly connects your Epicor data to sales, marketing, and even external benchmarks.

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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

IBM Maintenance 98

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Insight Software

MAY 9, 2024

Data pipelines are designed to automate the flow of data, enabling efficient and reliable data movement for various purposes, such as data analytics, reporting, or integration with other systems. This can include tasks such as data ingestion, cleansing, filtering, aggregation, or standardization.

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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

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

JUNE 13, 2022

Questions to consider are: How much data do you need to import? Are those customizations already supported by Dynamics 365? What third-party services need to be integrated? When migrating to the cloud, there are a variety of different approaches you can take to maintain your data strategy.

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Insight Software

NOVEMBER 8, 2021

Whether you are upgrading your ERP and staying with the same vendor, or switching to a new vendor, insightsoftware can help solve your financial reporting challenges with our reporting software connecting to and supporting over 140 ERP systems. Knowing your many options is essential. Reduce Post Implementation Training Time.

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Insight Software

JANUARY 14, 2025

Artificial Intelligence The benefits of AI, such as accounting support, anomaly detection, and financial analysis are undeniable. However, due to factors like insufficient use cases, lack of necessary technical skills, low-quality data, and a general reluctance to embrace new technology, the finance industry has been slow to adopt AI.

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Insight Software

JANUARY 28, 2025

With Logi Symphony, these tables are designed to support both reporting and hands-on user-driven analysis, making them a versatile powerhouse for business intelligence. This added flexibility allows users to effortlessly regroup data by multiple dimensions during their analysis.

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Insight Software

DECEMBER 22, 2021

Which customer segments are most profitable, and how can both sales and supply chain operations be aligned to support maximum profitability? Supply planning is about outlining scenarios for vendor relationships, order levels, and production plans necessary to fulfill the overall plan. Supply Planning. Pre-S&OP Meeting.

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Insight Software

JULY 19, 2021

409A valuation is an independent appraisal of the fair market value performed by an outside party on behalf of unlisted or private companies and startups that offer stock options to key employees. The insightsoftware team offers a valuation service that calculates fair value for private companies. Contact us today for a free demo.

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Insight Software

NOVEMBER 16, 2022

A board report is a document presented to the governing body of a company to help keep the board members up-to-speed on what’s going on within the corporation. Prior to a board meeting, it’s common for each committee or department within an organization to compile a board report detailing their progress to be presented to the executive.

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Insight Software

FEBRUARY 28, 2022

Most operational reports are created for the finance and accounting departments, but other departments also require operational reports on a recurring basis, including sales, customer service, human resources, and marketing, to name a few.

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Insight Software

JULY 15, 2021

There are, of course, situations that present both crisis and opportunity. The manufacturer responded by shifting to the production of acrylic barriers for cashier stations, customer service desks, and private offices, where it was impossible to avoid person-to-person altogether. Limitations of Excel Scenario Modeling.

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Insight Software

SEPTEMBER 20, 2021

Nothing is more embarrassing than presenting a packet of information, being questioned about the details it contains, and then realizing that errors were missed somewhere along the way. That’s especially true of quantitative information, which is often presented most effectively in graphical format. Powerful Visualizations.

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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

FEBRUARY 4, 2022

Equity compensation may also apply to non-employee services provided by independent contractors, board members, or advisors. This is a win for the company because it requires little or no initial cash outlay and provides a powerful incentive for all parties to drive the company forward to success.

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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

MAY 10, 2021

Finding that balance is dependent on understanding the present financial condition of your organization fully. The Office of the CFO supports other decision-makers throughout the organization by translating financial data into business insights. Enable the Organization to Make More Flexible, Timely Decisions.

Finance 98

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Insight Software

MARCH 14, 2022

Customer Services. Finance data has inherent dimensionality and typically has to be flattened into two dimensions for consumption by standard business intelligence tools. This requires finance teams to manually move the relevant data into a tool that allows them to manipulate and present the data in an understandable way.

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Insight Software

MAY 6, 2021

From monthly board reporting to annual reports, and press releases to investor presentations, report content needs to be accurate and consistent, and there is no margin for error. Line of Business/Central Service. Examples could include: Annual and Quarterly Reporting Treasury Reporting. Management Accounts. Budget Books/Decks.

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Insight Software

JULY 28, 2023

Because retail and food service businesses are uniquely positioned within the market landscape, the need for a reliable budgeting and planning process is crucial. In food service, menus are frequently decided by the season and what products are available. And retail isn’t the only industry impacted by the evolution of sales channels.

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Insight Software

DECEMBER 23, 2021

Clearly, if data errors are left unchecked, it can have serious consequences. FSN: Agility in Financial Reporting & Consolidation.

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Insight Software

APRIL 5, 2021

Aside from budgeting and forecasting, the FP&A team is also tasked with decision-making support and special projects such as market research and process optimization. Financial Modeling Makes You A More Strategic Analyst. Companies operating in the twenty-first century are faced with a new set of unique challenges.

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Insight Software

AUGUST 20, 2024

The Elephant in the Room: Concerns About the Cloud Migrating your Oracle environment to the cloud presents an exciting opportunity for increased agility, scalability, and cost savings. This lack of transparency can create discomfort for organizations used to having their data housed on-premises, where they can oversee its management directly.

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Insight Software

MAY 4, 2021

As part of this major step in the evolution of SAP’s flagship product, the company also shifted to a cloud-first approach, giving customers the technical underpinnings needed to support a fully cloud-based implementation, while still offering the option of deploying S/4HANA on-premise. An Overview of SAP S/4HANA Reporting Tools.

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Insight Software

MARCH 21, 2022

Finance teams use this tool by copy/pasting data from their source systems manually into the spreadsheet and manipulating it from there for analysis and presentation. Using such tools results in almost one-third of respondents producing reports either all or mostly manually across all report types.

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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

AUGUST 23, 2021

Companies also have the option of outsourcing 409A valuation reports to an independent third party. The income approach applies a discounted cash flow or analysis to estimate the net present value of cash flows that a company is expected to generate in the future. What Information is Required for a 409A Valuation?

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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. Bob’s Toys. Main Street. Dashboards.

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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 standardizes workflows and supports real-time data connectivity to keep financial information up-to-date.

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Insight Software

OCTOBER 12, 2023

insightsoftware solutions fill these gaps by bringing granular, multi-dimensional, real-time, refreshable data to users’ fingertips, driving faster, more accurate business decisions. While D365 excels at data management, its financial reporting capabilities leave much to be desired.

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Insight Software

DECEMBER 7, 2021

By brainstorming a list of questions in advance, you can begin to determine whether you should include data enrichment as part of your overall BI strategy. If the focus is on knowing your customer, for example, you may want to consider extending your corporate datasets with demographic details available from third-party sources.

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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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