5 Reasons to Get Smart With Bizview for Atlas

Bring ERP Smarts to Your Budgeting and Planning Process

Time is Money, they say. And when you waste time on onerous menial tasks instead of improvements, you aren’t spending your time, or money, wisely. When it comes to planning and analysis, the role of financial professionals is to provide insights that helps shape the direction of the entire organization. However, many financial professionals feel that they spend too much time trying to find and connect data, rather than focusing on strategic insights.

Organizations frequently find that many of their best people are spending excessive time on tedious, repetitive manual processes, such as reconciling expenses, stitching together data to create variance analysis reports, or validating that a journal entry posting matches up to the budget.

As well, today’s business processes aren’t as simple as they used to be. Organizations with multiple users and a distributed workforce struggle with inaccuracy, slow budgeting and planning (B&P) cycles, and lack of control over the planning process. If your organization falls into this category, you’ll likely want the flexibility to scale, time to prepare for growth and the ability to plan to take your business to the next level. Chances are Microsoft Excel and your out of the box Dynamics solution are not getting the job done as well as you need.

Atlas has already helped you easily create and share real-time reports without relying on IT. And no doubt Atlas has given you the ability to connect to live data from Microsoft Dynamics and other sources to give you the power to produce accurate financial and operational reports. But being smart means knowing there are ways to be even smarter, and there are ways your finance team can improve their process.

Smart Move

Combining Atlas and Bizview brings insightsoftware’s expert knowledge to your B&P process. Bizview offers an integrated, web-based budgeting, planning, and forecasting solution. With its solid, self-service reporting, dashboards, and analytics, Bizview connects in near real-time to all your data sources. Bizview’s Detailed Dynamics data with a controlled planning database gives Atlas users the best of both flexibility and control. And defined workflows and short implementation time get you up and running fast. You’ll experience increased planning cadences, better budget and forecast accuracy, improved collaboration, and simplified processes to drive smarter decisions from more accurate data.

Five Reason Why

Here are five reasons you as an Atlas customer will want Bizview to bring insightsoftware’s ERP Smarts to your B&P process:

De-risk Implementation With Proven Dynamics Integration. Attempting to connect data from different systems without deep knowledge of the Microsoft Dynamics data structures is slow and expensive, with a high risk of failure. Establishing connectivity, data mapping, modelling security and identifying business rules are often some of the riskiest and most time-consuming parts of implementing software for finance teams. Choosing a vendor like insightsoftware who has already done it for your ERP and industry is the lowest risk approach.

Powerful, Budgeting and Planning Solution in the Cloud. Out-of-the-box Microsoft Dynamics planning tools lack the rich functionality and flexibility to manage complex planning cycles common in growing and larger businesses. Bizview offers a robust B&P toolset with a controlled planning database, defined workflows, easy collaboration among planning participants, and full tracking and auditability. And an intuitive Excel-like interface provides larger organizations with the planning capabilities they need.

Regain Control Over Your Planning Process. Disconnected rigid planning processes are manual, slow, and hard to control and have no built-in tracking or auditability. Bizview’s defined, yet flexible planning workflows bring structure, order, and auditability to B&P, and increases the speed of planning cycles. You’ll be able to boost productivity and reduce errors with powerful spread rules, system-proposed forecasting based on actuals and other variables, and automatic consolidation of data.

Ability to Scale. Business can change direction in a flash! This can be from uncontrollable external factors, or because a growth opportunity was identified, and you want to achieve it. With Bizview, you can easily scale your solution by adding more users, additional entities, and new planning areas, without requiring technical expertise. Streamline communication and collaboration across your organization with integrated workflows, analytics, and dashboards. Gain more control with built-in multilevel approvals and workflows that allow you to track with chasing emails.

Level Up. Is your planning process set up for long-term success? When you are unable to model and test scenarios to best forecast sales or cashflows, you’ll run a risk of missing opportunities for strategic growth. This inability to accurately locate data (such as working capital) leads to business inefficiencies. Bizview gives you the ability to see the big picture and envision what their success will look like tomorrow. Your goal setting can now be clear and focused, and you’ll be able to measure progress and track achievements.

3 Ways Bizview Solves Your Budgeting and Planning Challenges

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