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

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

MAY 9, 2024

Data pipelines support data science and business intelligence projects by providing data engineers with high-quality, consistent, and easily accessible data. Cloud Data Pipelines : These pipelines move data between cloud-based systems, such as from one cloud service to another or from on-premises to the cloud.

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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. of the web services APIs that connect Power BI to Microsoft D365 BC. That has the benefits of being both fast and very straightforward.

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Insight Software

NOVEMBER 16, 2022

Having easy-to-read and straightforward board reports is something many companies can work on to forward their vision. 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. Executive Dashboards and Reports in Five Minutes.

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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

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

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

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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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 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

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. A Better Way Forward with insightsoftware. Streamlined Monthly Reporting.

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Insight Software

JUNE 13, 2022

Are those customizations already supported by Dynamics 365? What third-party services need to be integrated? Those options include: Data lake or Azure Data Lake Services (ADLS) is Microsoft’s new data solution, which provides unstructured date analytics through AI. What Customizations need to be transferred?

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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 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

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. The fear of vendor lock-in and limited flexibility with cloud solutions can also lead to hesitation. However, taking this leap can be scary.

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Insight Software

SEPTEMBER 25, 2024

Factors such as complex data extraction, manual processes, and reliance on IT support can hinder efficiency. Third-party tools can provide greater flexibility, allowing property managers and finance teams to design custom reports tailored to their specific needs. However, many of these tools require technical expertise.

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Insight Software

JANUARY 19, 2024

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. The problem is we fall flat when we present the data. I learned this lesson the hard way a few years ago when a presentation went completely sideways.

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Insight Software

NOVEMBER 14, 2022

Self-service reporting is here and ready for you to try. In this case, KPIs are presented from a different perspective. Unlike static reports that only display a snapshot of information, dynamic reports and dashboards can present a wide range of information in one place. Sales Performance by Location. KPIs Overview.

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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

MARCH 4, 2024

The Corporate Sustainability Reporting Directive (CSRD) and the European Sustainability Reporting Standards (ESRS) are part of the EU’s sustainable finance agenda and aim to support the transition to a green and inclusive economy. for ESMA ESEF, SEC, etc.)?

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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

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

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

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.

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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

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

OCTOBER 18, 2024

Key Challenges of Embedded Dashboards Implementing Embedded Dashboards can present challenges, including technical integration, data security, and user training. Technical integration can be complex, especially when connecting multiple data sources through APIs, requiring a stable infrastructure to support data flow.

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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

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.

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Insight Software

OCTOBER 28, 2024

Despite its powerful features, Oracle EBS can present challenges, including complex data management, integration hurdles, and a steep learning curve. In fact, our recent research found that 95% of Oracle-driven finance teams use multiple software tools from different software vendors.

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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

Team members sit in on Zoom meetings and wonder how they can shine amongst the group by presenting key trends that drive better strategies. You may even choose to aggregate third-party data in order to capture data points that you don’t currently have, be it propensity-to-buy models or demographics data. Bob’s Toys.

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Insight Software

JANUARY 31, 2022

These stem from an executive-level vision for the organization, outlining the company’s aspirations for the medium and long term, and defining a clear path to achieve those goals. The best financial planning software supports these kinds of innovative approaches by providing a structured framework for alternate budgeting methodologies.

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Insight Software

MARCH 14, 2022

Customer Services. 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. Although finance and accounting are the most frequent users of these reports, other top departments that use operational reporting regularly include: Sales.

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Insight Software

OCTOBER 12, 2023

As an Independent Software Vendor Success Partner in the Microsoft Cloud Partner Program, insightsoftware solutions are designed to enhance the D365 enterprise resource planning (ERP) ecosystem and help Dynamics users speed up processes while increasing their data access, quality, and accuracy.

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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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