Category: Finance & Performance Management

Making the Business Case for PSA in a Project-Centric Company

Learn More About Making the Business Case for PSA in a Project-Centric Company

I’m often asked about PSA (Professional Services Automation) solutions by potential buyers. Is it critical to success?  Is it more of a luxury solution to make things easier?  Will it pay for itself in the long-run? Short-run?  What they’re really asking, in most cases, is: “How do I sell it to our executive team?” For…
Dynamics 365 For Operations Tip: Vendor Prepayments and Revenue Recognition for Fixed Price Projects

Learn More About Dynamics 365 For Operations Tip: Vendor Prepayments and Revenue Recognition for Fixed Price Projects

Hello, Good to be back here on the blog !!! Jumping straight into the topic here today about a new addition of a feature for vendor prepayments in relation with fixed price project revenue recognition !! Issuing large amounts of prepayments to vendors is often a common business requirement for large scale, long-term fixed price projects, which involves a lot…
How to Deal with the 4 Problems That Cause Margin Erosion

Learn More About How to Deal with the 4 Problems That Cause Margin Erosion

Have your company ever won a job and finalized a statement of work (SOW) where everything appears to be in order until, suddenly, nothing adds up? Margin erosion is a term used to define loss of margin dollars that occur once a job has been won. More simply, it is a gradual reduction in gross…

Learn More About Georgia Aquarium Strategically Plans with Microsoft Dynamics

BUSINESS CHALLENGES Maintains a complex IT environment, spanning from ticketing and e-commerce to financial and donor management SOLUTION Microsoft Dynamics CLIENT SUCCESS With the comprehensive financial information the Georgia Aquarium captures with Microsoft Dynamics, the organization is able to strategically plan for the future. The Georgia Aquarium is the world’s largest aquarium in terms of gallons…

Learn More About Using Cube Functions in Excel to Create MTD

Cube Functions inside Excel are really powerful tools for cube reporting, especially when you realize that you can leverage MDX within the functions to make some very useful calculations. Today, I will describe how you can use the CUBESET function to calculate Month To Date values, even when there are no MTD defined measures. First, let’s…