Friday, June 10, 2011

Top 7 Reasons to Choose TARGIT Business Intelligence for Microsoft Dynamics ERP/CRM

The following Top 7 Reasons to choose TARGIT Business Intelligence for Microsoft Dynamics ERP/CRM were presented at BDO's annual user conference  on May 12, 2011:

1) Easy to Use
2) Highly Interactive
3) Enables ‘Power Users’
4) Unique CALM/OODA Philosophy
5) Consolidate Reporting across Multiple Data Sources
6) Enterprise Level Solution
7) Better Performance
The following are a few key aspects from what I presented.
My take on how BI has evolved and how the level of insight has increased over time
An introduction to the Performance Management Pyramid or my explanation of what it takes for an organization to successfully implement and utilize a CPM solution
An introduction to TARGIT's unique CALM or OODA philosophy, which is embedded into their entire solution
A sample TARGIT dashboard
Please contact me for more information on how TARGIT might revolutionize BI in your organization and/or visit

Friday, June 3, 2011

Dilbert and Why to Not Budget using Excel

For many smaller organizations with simple budgeting/forecasting needs, Excel works just fine.  However, as Dilbert points out below, there are certainly drawbacks to using Excel:

For organizations with more complicating needs, the value of a using a dedicated CPM solution for budgeting/forecasting and financial/management reporting are myriad, including:
- Simplify and better control the budgeting process
Reduced administration of the budgeting cycle
- Increased collaboration
- Real time version control
- Mitigate speadsheet ‘mis-calculations’ and ‘overrides’
- Better manage security
- Historical tracking/audit of changes
- Integrated financial/management reporting solution to facilitate variance reporting
- Simply reforecasting administration