Technology
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capex planning and monitoring tool
Hi, am sourcing for a capex planning and monitoring tool for my firm, an infrastructure firm. Am hoping this tool will facilitate the budgeting for capex and project tracking, and using the same tool for approval workflow etc. Will appreciate your recommendation or suggestion. thanks in advance.
1
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Managing Multiple Companies
hi I'm doing the books for multiple company's, would like to know what version of quick books would be the best.. thank you
4
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Accounting software program
I am looking for an accounting software program (not quickbooks) for a small business (restaurant).
11
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How to Protect Excel Worksheet from iPads?
I'd like to protect a worksheet in Excel (version 2010 running in MS Windows). I have found that opening the file on an iPad (running the version of iOS that is current as of May 2013) completely circumvents the protection. The iPad user can edit any cell in the file without entering the protection…
5
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Materials Resource Planning (MRP) System Concepts, Benefits And Examples
Would appreciate an overview, as I have no experience with it.
2
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NetSuite vs SalesForce
NetSuite vs. Financial Force/Salesforce? Positive and negative experiences? Trying to make a decision.
7
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Selling software on a term license/subscription basis
I am working with a company that is considering selling software on a subscription vs perpetual license basis and need some help from those who are selling or have sold on a subscription basis 1) What is the term for the sale? 2) Experience with renewals at the end of the term 3) How do custom…
5
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Report Writer that integrates with Quickbooks
What's a good, inexpensive report writer that integrates with QuickBooks for a small CPA firm? Thanks, Michelle
5
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Setting up a New Vendor
Does anyone have a template they've used to give to a new vendor in order to set them up in the A/P system. We're moving to electronic payments only and we need to train our internal customers about our process changes. Thanks much for your help.
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Is there any alternative to the really expensive BI systems out there?
Having used Business Objects, I love the functionality, but the cost is prohibitive for many of us... and the maintenance (in terms of in-house talent to care for the system, write reports, maintain data structures, etc) is expensive and difficult. Are there BI systems that do the same or similar t…
7
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ERP Training In A Non-Sales Setting?
Our management team is convinced we need to implement an ERP system. Frankly, I have my doubts about how well-informed our team is, not that we couldn't benefit, but it would be best to be informed on a more granular level before proceeding. I think it would be useful (for me anyway) to gain some k…
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ERP Implementation Best Practices Success And Cautionary Tales?
What ERP implementation best practices do you credit with great success and what errors and resulting horror stories have you seen and maybe made you wiser?
6
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What are the main cloud ERP best practices & implementation pitfalls?
During a cloud ERP implementation what are some significant difficulties experienced and how do you best manage them? This question was asked by an attendee during the Proformative webinar “Best in Class Finance: How to Improve Controls, Achieve Compliance Efficiency and Streamline Reporting in the…
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You're at the point of selecting an ERP VAR...
What are the 5 most crucial elements that the vendor must meet in order for you to engage them?
5
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ERP Project Manager
Whose role does this belong to? A in-house person? A specially hired consultant, or the Vendor? If in-house, who and why?
1
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Am I the right person for the CFO role?
I am writing anonymously but am an active member of Proformative and I would appreciate any advice in my situation. I have held the senior finance role for a venture backed tech startup for a year now. Currently, we are 100% professional services with a proprietary technology platform that we use …
12
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An interesting question: ERP vs CRM
How do you define them, and today is there much of a difference?
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ERP Strategies - Successful & Not So
What are your primary enterprise resource planning objectives you use when selecting an ERP system? Why do companies purchase an ERP system, and then fail to implement it to its fullest? An ERP system is robust in its functionality. It can take internal and external information for a company to hel…
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Payroll Card Pros & Cons
I am interested if anyone has any experience funding payroll onto Wal Mart card or other type of card for those employees that do not have a bank account. Thanks in advance.
9
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Conversion from QuickBooks Pro 2009 to NetSuite
My Company is in the process of converting from QuickBooks Pro 2009 to NetSuite. Has anyone used the NetSuite import function to import historical data from QuickBooks? If so, was it successful or did it require a lot of manual adjustments? If it wasn't successful can you recommend a work around?
11
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Looking for benchmarks on SaaS referral / reseller commission structures
If you are an enterprise-focused SaaS firm do you have referral / reseller arrangements with partners or IT consultants? If so, what compensation arrangements have you agreed to? We sell primarily annual, sometimes multiyear, contracts with annual or quarterly payment terms, and have our own enterp…
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Why CFOs Should ‘Own’ Analytics
"Finance chiefs, the impartial guardians of the truth, can use analytics to debunk myths or accepted wisdom that hold the company back." This is the opening line to an article written by Frank Friedman in the CFO aritcle "Why CFOs Should ‘Own’ Analytics" http://ww2.cfo.com/analytics/2014/10/cfos-an…
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Has your smartphone impacted your Work/Life Balance?
Do you feel you now work 24x7? Is it because of your smartphone? Have you implemented any steps to reclaim your life? A recent article in the WSJ talks about this very issue and steps you can implement to relieve some of the pressure. Do you turn off your phone? http://online.wsj.com/articles/how-t…
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