Tag: Business

Get your Elbows Dirty with BI

I love listening to the Kane Show on Hot 99.5 during my morning commutes into the office.  So I couldn’t resist using Arnetta’s saying in the title of this month’s blog.   When someone calls in to the Kane Show saying that today is there last day at their company they like playing a clip from Arnetta.  In my case it’s not my last day at KTL Solutions but a job change within the company.

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The Importance Upgrading

We often say that accounting systems are “sticky”. Once you find one that works for your business you feel locked in because of:

1. The cost. 
2. The fact that you need it up and running every single day so that your business can function efficiently.

The problem is that most organizations are constantly evolving and changing and re-evaluating their needs. You may now need functionality that was not initially needed when you implemented the system. How do you rectify this without starting from scratch with a new system? It’s actually quite simple; you upgrade your current system. 
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Signoffs, what are they? Why are they important?

They (signoffs) play a very significant role in the project lifecycle and add tremendous value and leads to an overall positive outcome to your project. But like everything else, there is a time and a place to use signoffs. Using a signoff should not cause and be looked at as an unnecessary burden.

I have seen that using signoffs during a software implementation that is using a waterfall methodology is most appropriate. There are distinct phases, each phase is broken out into more granular tasks and everyone is aware going into the project on what happens next.

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Kick-Start Your Data Warehousing

Many of the projects that I’ve been working on over the last 12 months have evolved integrating data into a data warehouse. Specifically companies are looking to import more data from other systems to do various types of analysis.  Data integration is nothing new, companies have been doing it for a long time, but usually with a very manual process that includes vast Microsoft Excel spreadsheets.

What Is a Data Warehouse?

A data warehouse is a database designed to enable reporting and data analysis activities.  Data warehouses store current and historical data from one or more disparate sources.  Some of these sources may include:

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Part 5 of 5: Power BI, Sharing the Wealth

We have put a lot of hard work into this blog series with building a patron analysis so now it’s time to share the wealth of our analysis insights with the rest of the company.  Power BI’s web site and mobile approach with the deployment of Office 365 and refreshable data through a Data Management Gateway, is the perfect solution.  The Data Management Gateway has come a long way since the first version and with version 1.2 it now supports many data source types from Power Query connections.

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How to Build Those Perfect Requirements

As a first step to any project, gathering and understanding requirements is vital to your success; and yet we spend little to no time on this very important process. Identifying and involving the appropriate stakeholders during the requirements phase is just as important as eliciting those perfect requirements.

I spent many years as a business analyst, and I have found that for me the most effective way to elicit requirements was to conduct requirement workshops. In this workshop, I identify specific topics on my agenda and pick stakeholders with clout, i.e. those that are well versed in their specific business units. Also, I push for using stakeholders from different business units to give the workshop the benefit of multiple perspectives.

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