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. Spreadsheet Server empowers your team with self-service reporting. Go beyond basic reporting and uncover hidden gems.

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Insight Software

FEBRUARY 23, 2024

Third, it supports data-driven decision making by providing a holistic view and context for data analysis. Mapping Customer Data An organization decides to integrate data from its various customer touchpoints, such as sales, marketing, and customer support, into a unified CRM system.

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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. Generally, the demand for accessibility is essential for all applications.

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Insight Software

JANUARY 19, 2024

One of the most challenging aspects of being an equity administrator is managing the vast range of documents related to stock option plans. These documents are not only essential for compliance and accuracy but also for communication and transparency with option holders.

Documentation 52

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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

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

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. As your organization creates new departments, products, and services, you will see more and more data sources emerge.

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Insight Software

JUNE 24, 2024

By utilizing the SimbaEngine SDK, you can efficiently map your data into a relational format, enabling you to build an ODBC driver compatible with various application vendors, including Power BI, Tableau, Qlik Sense, Alteryx, Informatica, MicroStrategy, Logi Symphony, Excel, and more. value receipt.items[0].price price receipt.items[1].value

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Insight Software

OCTOBER 4, 2023

This expansion of responsibilities is exacerbating the well-documented trend of finance team burnout, leading to undesirable turnover. Addressing these challenges often requires investing in data integration solutions or third-party data integration tools. It’s no surprise that 82.4%

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Insight Software

SEPTEMBER 19, 2023

Worldwide spending on public cloud services is expected to grow by 21.7% How can we respond in real time to the company’s analytic needs? Self-service BI How can we rapidly build BI reports on cloud ERP data without any help from IT? Data Management How do we create a data warehouse or data lake in the cloud using our cloud ERP?

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Insight Software

JULY 25, 2024

Traditional Office documents may also hinder real-time collaboration and version control, potentially leading to inaccuracies and delays. This includes Office Suite, SharePoint, and Azure Services, allowing you to work how you want without constantly switching between applications. Enhance Collaboration With Microsoft Teams.

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Insight Software

APRIL 15, 2024

Direct Multi-Data Source Connection : Certent Disclosure Management features direct connectivity to your source data and the ability to add links to data items into your narrative that are shared within and across documents ensure that you have a single version of the truth for consistent reporting.

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Insight Software

AUGUST 9, 2023

With readily available data, finance teams can make informed decisions faster and support strategic planning for the future. An integrated view of disparate systems can support this “management by exception” approach, substantially increasing efficiency and accuracy. Productivity boost — Create a new template in 60 seconds.

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Insight Software

JANUARY 30, 2024

A well-designed plan will boost employee engagement and invite plan participation, ultimately supporting your corporate strategy. Ensure accurate record keeping and support all aspects of your plan, from managing eligibility to processing purchases. There’s a lot to consider when designing (or redesigning) your ESPP.

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Insight Software

MARCH 14, 2024

Data Lineage and Documentation Jet Analytics simplifies the process of documenting data assets and tracking data lineage in Fabric. It provides the ability to transfer code and procedures between various environments, preventing vendor lock-in and guaranteeing flexibility in response to changing business requirements.

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Insight Software

SEPTEMBER 1, 2023

Manual financial reporting means you have to go back and edit every downstream document. Siloed Narratives: Users have multiple systems of record for narrative content, so the data must be manually distributed and is not synchronized across platforms and documents associated with the year-end reporting cycle.

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Insight Software

SEPTEMBER 1, 2023

Project managers would print out reports from Viewpoint Vista, assemble physical pages of disparate information together, scan them into a single PDF document, then email the documents to Steve McDaniel, Controller at Choate Construction Company. Previously, Choate Construction’s reporting process consisted of completely manual steps.

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Insight Software

SEPTEMBER 15, 2023

By moving from an on-premises to a cloud-based ERP, your IT team is freed from the maintenance and support of the software, saving precious time and resources; there are no upfront costs associated with hardware and installation, giving cloud solutions a low initial cost. Will transitioning to the cloud disrupt my business?

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Insight Software

SEPTEMBER 22, 2023

This metadata-driven approach also allows the project to be managed easily by multiple contributors and documentation to be generated on demand. With Jet Analytics, you can: Collaborate through a single source of truth. Jet Analytics is designed for self-service reporting and dashboarding without the need for a developer or programmer.

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Insight Software

AUGUST 9, 2023

This manual workaround usually results in a collection of disconnected spreadsheets, Word documents, slide presentations, and emails. All that information is difficult to manage because: Multiple versions of the same document can easily get out of sync. Important contextual discussions may be lost along the way.

Finance 52

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Insight Software

APRIL 8, 2024

EPM empowers finance teams with real-time actuals feeding seamlessly into forecasting models and disclosure documents. This frees up valuable time for your team to focus on higher-level analysis, strategic planning activities, and ensuring the accuracy and completeness of disclosures.

Data Management 52

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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? It offers a seamless integration process, with fully documented APIs, enabling workflow-driven delivery to e-commerce solutions.

E-Commerce 52

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Insight Software

JANUARY 24, 2024

Define ownership of tasks, communication channels, and document templates. Real-time validation on XBRL documents allows you to instantly flag errors and improve overall quality in filings. Prevent penalties by tracking all filing dates and setting calendar reminders to ensure that no deadlines are missed.

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Insight Software

MARCH 24, 2024

Tax teams can use this information to assess the tax implications of various business decisions and provide insights to support strategic planning. Compliance and Audit Trails. Both EPM and tax reporting tools can maintain detailed audit trails, which are essential for compliance and transparency.

Finance 52

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Insight Software

MARCH 4, 2024

The Hidden Price Tag of Inefficient SAP Data Processing While the upfront cost of SAP is well-documented, the true cost of inefficient data processing within the system often lurks in the shadows. Like an iceberg below the surface, these realities crash into expectations, leading to frustration and missed opportunities.

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Insight Software

NOVEMBER 28, 2023

Gone are the days of manual data entry, tax calculations, and document management, leading to significant time savings and a reduced margin for error. By embracing a modern tax solution, like Longview Tax, you’ll be better equipped to deliver superior services to stakeholders and contribute to a more transparent and efficient tax ecosystem.

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Insight Software

FEBRUARY 20, 2024

By the time the report is complete, the process has consumed hours of time and work, only to produce a document that could be compromised by duplications, errors, and omissions. It brings self-service reporting to the forefront with agile reporting that meets reporting needs rarely satisfied by standard ERP and financial system reports.

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Insight Software

MARCH 4, 2024

This transparency simplifies SOX compliance by providing detailed audit trails and readily accessible documentation for regulators. Track data changes, approvals, and exceptions – all in one centralized location.

Data Management 52

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Insight Software

AUGUST 9, 2023

Centralized Data Repository Integrating a disclosure management tool with your close and consolidation tool allows for a centralized repository of financial data and documents. This centralization makes it easier to locate and retrieve information, especially during audits or when addressing inquiries from stakeholders.

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Insight Software

FEBRUARY 7, 2025

Take for example a municipality that leases a building from an unrelated third-party (lessee accounting) and then subleases a portion of that building to another party (lessor accounting). If you are also a lessor, you have more to consider. Many GASB lessors are also GASB lessees for the same property.

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Insight Software

NOVEMBER 7, 2024

Il est important, notamment, de documenter chaque étape et d’impliquer les utilisateurs qui sont le mieux à-même de connaitre et de comprendre les données. Les équipes en charge de cette reprise des historiques devront s’assurer de se poser les bonnes questions, et d’y apporter les réponses adéquates.

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