Key Performance Indicators (KPIs) are metrics used by managers and financial professionals to assess the health of a company. Think of KPIs as the vital signs to check on the health of a company. When a person goes for a medical checkup, the doctor will take his or her vital signs and, based on those… Continue reading Key Performance Indicators that Help You Assess Company Health
Category: Business Analysis
Combining Jet Reports/Analytics with Power BI to Supercharge Your Reporting and Business Intelligence
Many Microsoft Dynamics 365 Business Central or Dynamics NAV users might be confused when considering reporting and analytics options. Popular options include Jet Reports, Jet Analytics, and Power BI. Which is the best choice? Each tool was designed for a specific purpose; therefore, it depends on what you want to do that will help determine… Continue reading Combining Jet Reports/Analytics with Power BI to Supercharge Your Reporting and Business Intelligence
What’s New with Business Analysis for ERP Projects
Businesses of all sizes are implementing Microsoft Dynamics 365 Business Central to take them to the next level. Business Central sits at the center of the Microsoft connected universe of products bringing together the Dynamics, Azure, and Power Platforms. Since the possibilities are almost endless with Business Central, the best way to start any implementation project… Continue reading What’s New with Business Analysis for ERP Projects
How to Use Data from Microsoft Dynamics 365 Business Central In Excel Using OData Feeds
Connecting to Excel with OData fields can be very powerful, not only for Power BI, but also for Microsoft Dynamics 365 Business Central. By simply connecting to a Business Central page as an OData feed, you can pull data into Excel to create pivot tables and more, opening the door to many benefits. In this… Continue reading How to Use Data from Microsoft Dynamics 365 Business Central In Excel Using OData Feeds
How to Create a Journal Entry in Excel and Upload it to Dynamics 365 Business Central
A client recently asked me for instructions on how to create journal entries in Excel and then be able to “Copy and Paste” or “Upload” the entry from Excel to Business Central (If I had a dollar for every time I’ve heard “QuickBooks can do it…”). I had been addressing this before by showing a… Continue reading How to Create a Journal Entry in Excel and Upload it to Dynamics 365 Business Central
Business Insights for Today’s Financial Professionals
As more businesses move to advanced technologies, the pace of doing business has increased. Competitors are becoming more agile. Smaller, more nimble organizations can penetrate markets as disruptors, leaving established firms scratching their heads bewildered. Is your business able to evaluate changing market trends and adapt quickly? Old School is Just Plain Old There was a… Continue reading Business Insights for Today’s Financial Professionals
Help us Help You Create Real Value with KPIs that Matter
Every business, from driveway lemonade stands to multi-billion dollar corporations, manage Key Performance Indicators, or KPIs, in some way or another. For the lemonade stand, it may be as simple as cups of lemonade per day. Conversely, for larger businesses, there may be a myriad of metrics that could provide valuable insight to managing the… Continue reading Help us Help You Create Real Value with KPIs that Matter
What is a Business Analyst?
Traditionally, a business analyst (BA) has not been widely recognized as a profession in its own right. Like its generic title, the role of a business analyst may differ from job to job. However, a good business analyst connects the dots for the technical team and upper management by: Defining a company’s business needs, strategic… Continue reading What is a Business Analyst?
Business Analysis is Like an Oil Change When it Comes to ERP Implementation
Business analysis involves defining and documenting user requirements, developing and testing technology systems, and navigating through organizational bureaucracies. Just as oil is essential for your car’s engine to run smoothly, business analysis is a key ingredient in a smooth ERP implementation. If you do not change your engine oil, dirt will accumulate over time and cause… Continue reading Business Analysis is Like an Oil Change When it Comes to ERP Implementation
Solve the Right Problem
“It isn’t that they can’t see the solution. It is that they can’t see the problem.” ~ G.K. Chesterton A young woman taking a brisk stroll noticed a child looking into a tree. Following the child’s gaze, she saw a cat on a branch, perhaps 15 feet high. Quickly grasping the lowest limb of the… Continue reading Solve the Right Problem