This isn’t just an upgrade; it’s a paradigm shift. Logi Symphony’s core now leverages the power of artificial intelligence (AI) and machine learning, propelling you into a realm of instant discovery. Hidden patterns in your data are illuminated in real-time, fostering intuitive, interactive exploration that unlocks the true narrative within your numbers. No longer passive consumers of information, you become master storytellers, captivating audiences with visual masterpieces crafted from data.

Logi Symphony fosters a collaborative data-sharing ecosystem, dismantling the walls of information silos and replacing them with transparency and efficiency. This is the essence of BI 3.0 – fostering a culture where information flows freely, empowering teams to make informed decisions in unison. Logi Symphony seamlessly integrates into your existing workflows, adapting to your unique needs and adapting alongside them. The result? You gain the agility and adaptability required to not just navigate the future of data, but to shape it.

Dive deeper into the heart of this milestone development in the following sections, where we delve into the intricacies of Logi Symphony’s transformation and unveil the boundless possibilities it unlocks for your data-driven future.

The New Logi Symphony – What You Need to Know

We’re excited to announce a major evolution in our product line with the introduction of Logi Symphony. This isn’t just a new product; it’s a complete reimagining of our embedded analytics offering. Logi Symphony isn’t about replacing Dundas BI, Logi Composer, and Logi Report – it’s about uniting their best features into a single, powerful platform.

Forget the complexity of juggling multiple products. Logi Symphony seamlessly combines functionalities, resulting in:

• Increased ease of use: A streamlined interface and intuitive workflows make data exploration effortless.
• Expanded capabilities: Access the combined power of Dundas BI’s analytics engine, Logi Composer’s visual storytelling, and Logi Report’s reporting tools.
• Enhanced flexibility: Customize Logi Symphony to fit your specific needs and workflows.

The Driving Force Behind Our Evolution

This isn’t just a merger; it’s a strategic move driven by your feedback. You asked for a simpler, more integrated analytics experience, and Logi Symphony delivers. We’ve listened to your requests and crafted a solution that eliminates complexity and empowers you to focus on what matters – gaining actionable insights from your data.

Moving forward, Logi Symphony will be the single reference point for embedded analytics within our offerings. For existing users of the previous Logi Symphony bundle, your individual licenses for Dundas BI, Logi Composer, and Logi Report remain valid within the unified platform. You’ll have access to all the features you know and love, plus the added benefits of the integrated environment.

This change is about more than just technology; it’s about optimizing your experience and empowering you to make data-driven decisions with greater ease and efficiency. We’ll be providing detailed information on the features and benefits of Logi Symphony, along with clear guidance on transitioning from the previous bundle.

We’re confident that Logi Symphony represents a significant step forward in embedded analytics. It’s the future of data exploration, and we’re excited to embark on this journey with you. If you have any questions or need further clarification, please don’t hesitate to reach out.

What Does This Mean for Me (and the Product I Currently Own)?

As a longtime user of one of our products like Logi Report, Dundas BI, Logi Composer, Izenda, or Exago, you deserve clarity on how this exciting evolution unfolds for you. We understand you might have questions, and we’re here to offer answers.

Continued Support and Updates:

Your current product experience remains a top priority. We’ll continue providing essential bug fixes and security updates for Dundas BI, Logi Report, Logi Composer, Izenda, and Exago, ensuring your familiar environment stays smooth and secure.

Logi Symphony: The New Flagship:

While we steadfastly support your existing product, Logi Symphony is now our crown jewel for embedded analytics. We’ve poured our resources and focus into crafting an unparalleled analytics experience – and it shows.

A Gateway to Enhanced Capabilities:

We encourage you to explore the possibilities of Logi Symphony. This integrated product isn’t just about bells and whistles; it’s about empowering you with a more powerful, flexible, and user-friendly BI and analytics solution. Embrace Logi Symphony, and gain access to the latest innovations and advancements in the field.

Seamless Transition Assistance:

Our dedicated team is ready to guide you through the transition to Logi Symphony, making it as smooth and effortless as possible. Every step of the way, we’ll be right there, ensuring you harness the full potential of our latest offering.

Partnership Matters:

We deeply value your partnership and are thrilled about the opportunities Logi Symphony presents for your business. Your success is our success, and we’re excited to continue supporting your analytics journey with unwavering dedication.

We’re confident this evolution opens a new chapter of data exploration and discovery for you. Let’s embark on this journey together, and unlock the immense potential of your data with Logi Symphony.

Outcomes with Logi Symphony – for your users

With the new Logi Symphony, go from data to insight and see how embedded analytics enhances decision intelligence of your application:

Improved Decision Making

Give your users the power to make decisions based on your application’s data. Whether you provide basic graphs and tables or fully dynamic interactive dashboards, embedded analytics through Logi Symphony provides quick and easy access to up-to-the-minute information and insight.

Better User Experience

Delight your users with enhanced reporting in your applications and embrace tailored, consistent content effortlessly merged with your applications. With game-changing analytics that align seamlessly with your brand identity, Logi Symphony elevates your application to wow your users and makes a lasting impression.

Increase User Adoption

Increase your application’s value to users by implementing a strategic blend of data analysis and application functionalities that provide meaningful insights. Whether through dynamic dashboards or customized data presentations, integrated analytics will improve your application’s overall user adoption levels, leading to more demand for your tools.

Outcomes with Logi Symphony – for your teams

By incorporating Logi Symphony, you can streamline your development operations, alleviating your team’s responsibilities and fast-tracking projects, ultimately establishing a competitive edge by creating more value for users of your product.

Unburden Your Development Team

Unburden your BI Implementors from content creation tasks and constant custom reporting demands from your customers. Logi Symphony can streamline your development process and enhance development efficiency through a powerful suite of tools.

Alternatively, remove the entire development burden from your teams and grant your users the power of data discovery. Self-service visual data discovery will enable them to generate content autonomously, thereby reducing your time and cost investments.

Reduce Development Time

Give your application teams true “Composability,” characterized by unparalleled ease of integration. Through no-code and low-code integration, teams can swiftly piece together and implement analytics, expediting the delivery of valuable insights. Gone are the days of prolonged development cycles and poorly coupled integrations, making way for business agility and adaptability.

Create Competitive Advantage

Grow your business through sophisticated analytical capabilities embedded within software applications that have the potential to reshape the landscape for companies aiming to differentiate themselves from competitors. By leveraging data-driven insights and state-of-the-art analytics, organizations can elevate their decision-making processes, enrich user experiences, and gain a competitive edge in the market.

Tailored Content Experience

Everyone is different. Tailored content ensures a personalized and relevant experience for each of your users, fostering stronger engagement and resonance with your audience.

Embeddable Managed Dashboards

Educate your users on their data with a perfectly prescribed dashboard experience. Managed dashboards are an immersive content experience that delivers precise layout management and customized interactivity, guaranteeing a fluid and individualized user journey. If you can dream it, you can build it.

Embeddable Pixel Perfect Reporting

Enlighten your users with detailed information through Pixel Perfect Reporting into your application—an immersive content experience that offers seamless layouts, efficient multi-page exports, and powerful visualizations.

With reporting, developers can craft accurate reports for your users, including the most intricate designs that demand pixel-level precision. Satisfy exacting criteria, encompassing regulatory aesthetics, tactile experience, and formatting requirements.

Embeddable Visual Data Discovery

Empower your users to analyze data by themselves with an exploration tool driven by user interactions, equipped with dynamic features like drill-down and advanced filtering. This modern data discovery guarantees a smooth and uncomplicated process for uncovering anomalies and identifying patterns without the need to involve development every time users have a request.

Embeddable Self-Service Dashboards

Empower your business users with self-service capabilities to create dashboards and perform analysis based on prepared data. Logi Symphony delivers a simplified self-service content creation experience allowing users to create and share bespoke ad hoc dashboards delivered stand-alone or within embedded applications.

Embeddable What-If Scenario Analysis

Give users additional interactive predictive control to take data to a new level–from simple visualization to actionable planning and insights. Empower your business users with the ability to perform planning and strategy execution directly on a dashboard.

Flawless Integration

Complete White Labeling

Deliver users a polished and singular embedded dashboard and reporting experience. With Logi Symphony, white labeling entails aligning the branding of embedded content you create with that of the parent application. This synergy enhances brand coherence, nurtures user confidence, and magnifies the significance of data-fueled insights within the already established content look and feel.

Low Code / No Code Integration

Unburden your application teams with Logi Symphony’s low-code approach to embedded content. Logi Symphony accelerates your application development, reduces complexity, and helps increase the agility of your application teams with rapid and easy embedding.

Tight Application Integration

Provide applications teams with better performance and smoother cross-application interactivity via JavaScript, leading to tighter integration through iframeless embedded dashboard and reporting content.

Single Sign-On Security

Give application teams the tools to meet complex security integration requirements and deliver on the need for single sign-on (SSO) across applications. Logi Symphony offers a variety of options, including Federated Authentication, Anonymous Login, and Tokens for custom scripted logins.

Extensibility

Enable developers responsible for application integration with the means to overcome technical limitations that could hinder a smooth implementation. Since individual technical demands vary, off-the-shelf software might only comprehensively address some of your requirements. Logi Symphony offers considerable extension points to unlock your full flexibility potential, empowering developers to tailor solutions that precisely meet their requirements.

• Accounts Provider API – Sync users, groups, and tenants with your existing applications.
• Authentication API – Manage users, change security settings, and log users in and out.
• Data Providers API – Connect to legacy or otherwise unsupported data sources.
• Export API – Export data into any format like a custom PowerPoint template, or a third-party system.
• Delivery API – Send data exports to any destination such as Slack or FTP.
• File System API – Manage BI file system objects, often used for external administration.
• Formulas API – Create new mathematical formulas that users can add to their dashboards.
• Visualization Controls API – Add new custom visualizations including D3.js objects.

Better Handling of Data

Data Connectors and Simba

To enhance the user experience and streamline connectivity, Logi Symphony introduces unparalleled compatibility to data connectors. Logi Symphony offers support for all major data sources and, leveraging the expertise of Simba, our industry leading data connection solution, Logi Symphony has the unique ability to interact with data sources at a level completely unseen by most products.

Data Processing and Augmentation

Simplify content authoring with a wide array of data tools tailored to streamline data processing, help structure data, and even augment data with calculations and predictive capabilities.

Data Security

Optimize your team’s development efforts through user-based security and data connector overrides. Say goodbye to the time-consuming task of creating tailored content for individual clients. With Logi Symphony, you can construct a unified dashboard or report that seamlessly adapts to display each client’s unique data. This automated process guarantees that only authorized users have access to the relevant information, enhancing data privacy and security.

Data Performance

Deliver an impeccable end-user content experience with Logi Symphony’s revolutionary data engine. Whether your requirements include real-time data integration, establishing a data repository to optimize query performance, managing volatile data sources, or utilizing in-memory storage to elevate data performance for ad-hoc analysis – Logi Symphony covers it all.

Control Over Customization, Flexibility & Data Intelligence

With Logi Symphony, you gain complete control over customization, flexibility, and data intelligence. Transcend limitations to unlock boundless possibilities for visual and application customization. Elevate your data with advanced features like formulas, predictive analytics, data augmentation, and more, empowering you to harness insights with unprecedented precision.

A Look Ahead: 2024 and Beyond

Investment in AI: A Strategic Priority

Our vision for the future of Logi Symphony is centered on empowering product teams to create intelligent applications with embedded intelligence at their core. We are committed to a significant investment in AI, ensuring that our platform enables customers to build a personalized suite of AI capabilities.

We maintain a vendor-agnostic stance to ensure flexibility and choice for our users:

• Large Language Models (LLMs): We will support a variety of LLMs, such as GPT-4, Bard, Llama, Claude, and others.
• Vector Databases: Our platform will expand compatibility with an array of vector databases like Pinecone, SingleStore, Chroma, Weaviate, Qdrant, and more.

Our ambition with AI extends beyond just fulfilling a requirement; we aim to deliver true value in terms of usefulness, scalability, security, and in helping customers minimize AI-related risks.

Envisioning AI’s Future in Logi Symphony

Through our roadmap, we are setting a course for a future where AI is not just a feature of Logi Symphony but a foundational element that transforms how analytics are performed and delivered.

• Generative AI: We aim to extend Data Discovery with generative AI capabilities to elucidate data insights, highlighting anomalies and trends.=
• AI-assisted Data Discovery: Focusing on enabling AI-assisted exploration and analysis to empower users to self-serve data insights.
• Augmented Data Preparation: Integrating AI to enhance our data preparation module, speeding up data profiling and enrichment.
• Migration Assistance: Utilizing AI to streamline the migration of objects across tenants and facilitate system upgrades.
• R&D Augmentation: Employing AI to boost productivity and enhance the quality of new feature delivery.
• User Enablement: Leveraging AI to improve user proficiency and productivity with Logi Symphony.

Frequently Asked Questions

Is Logi Symphony new?

The name “Logi Symphony” has evolved from a product bundle into a singular, all-encompassing product, setting a new standard in our offerings. Previously, Logi Symphony represented a suite of individual products, including Logi Composer, Logi Report, and Dundas BI. These components, while effective in their own right, were used both collectively and individually to meet a wide range of embedded analytics and business needs.

With the introduction of the new Logi Symphony, we have taken a significant leap forward. This transformation directly addresses common customer requests for a more unified approach. The new Logi Symphony excels in areas such as seamless deployment and efficient data sharing across functionalities. It’s not a collection of our previous technologies; it’s a comprehensive solution that enhances and simplifies the user experience, meeting the evolving demands of our customers with greater efficiency and effectiveness.

I am a Dundas BI, Logi Composer, Logi Report, Logi Info, Exago, or Izenda user – can I keep my current product?

Yes, we will continue to support legacy products with bug fixes and security updates.

Will I be able to migrate my current product to Logi Symphony?

Each product will have its unique migration path. Rest assured, we are committed to assisting you throughout the process to ensure your migration to Logi Symphony is as smooth and hassle-free as possible.

When is Logi Symphony available?

Logi Symphony is available now!

Who should I contact if I have questions about Logi Symphony?

Please reach out to your Customer Success Manager (customersuccess@insightsoftware.com) or your Account Manager (ISV@insightsoftware.com) if you have questions regarding Logi Symphony. They can align you with the correct resources to help.

The post Logi Symphony: Essential Customer Information appeared first on insightsoftware.

RALEIGH, N.C. – Feb. 6, 2024 – insightsoftware, the most comprehensive provider of solutions for the Office of the CFO, today announced it secured the top ranking in the latest Embedded Business Intelligence (BI) Market Study. The annual report by Dresner Advisory Services, now in its 11th year, evaluated Logi Symphony against similar offerings in market. insightsoftware received the highest rating based on its embedded BI features/capabilities and embedded architecture, weighted based on user prioritizations of functionality. The Market Study is part of Dresner Advisory Services’ Wisdom of Crowds® research, examining embedded business intelligence trends, deployment, and capabilities required to include BI features and functions in new and existing applications.

In 2023, insightsoftware announced the evolution of Logi Symphony, marking the integration of embedded analytics solutions at insightsoftware, with the best features of previously acquired products combined under the company’s own unified self-service BI solution. Logi Symphony embeds self-service, end-to-end business intelligence and analytics (ABI) fused with artificial intelligence (AI) into any web-based application. The purpose-built software empowers independent software vendors and application teams to embed analytics and visualizations right into their applications, while providing seamless integration, flexible customization, and composability with a rich user experience.

“We’re making the power of these analytically rich experiences accessible,” said Jay Allardyce, General Manager, Data & Analytics, insightsoftware. “Logi Symphony empowers organizations to capitalize on their data, making it more accessible in existing and new applications to drive greater product adoption and engagement. We are excited about this insightsoftware acknowledgement of our position as the market leader in Analytics and BI.”

2023 was an explosive year for Generative AI interest, reinforcing the need for better control and flexibility in data-driven products and experiences. This surge in interest has also pushed the boundaries of other AI technologies in the BI space, particularly in enhancing the capabilities of Machine Learning, Predictive Analytics, and Natural Language Processing. Embedded analytics and BI data accelerators, fueled by the right data and enriched by AI insights, are foundational in helping businesses deliver data-driven outcomes.

“We are pleased to recognize insightsoftware as the leader in our annual Embedded BI market study,” said Howard Dresner, Founder and Chief Research Officer, Dresner Advisory. “Interest in the Embedded BI market continues to expand across industries, driven by more organizations that seek to improve and broaden self-service access to data and provide internal application users with in-context insights and analysis.”

The leadership position in the Dresner report follows insightsoftware’s recognition for its growth in the 2023 Deloitte Technology Fast 500 and the number one ranking on Business North Carolina’s Mid-Market Fast 40 List. Additionally, insightsoftware was recognized in the Gartner Magic Quadrants for Financial Close and Consolidation and Financial Planning Software.

To learn more about insightsoftware’s Logi Symphony and its implications for embedded analytics, visit our website. To view the full report, click here.

About Dresner Advisory Services

Dresner Advisory Services was formed by Howard Dresner, an independent analyst, author, lecturer, and business adviser. Dresner Advisory Services, LLC focuses on creating and sharing thought leadership for Business Intelligence (BI), Analytical Data Infrastructure, Performance Management, and related areas.

About insightsoftware

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com.

Media Contacts
Inkhouse for insightsoftware
insightsoftware@inkhouse.com

Alicia Buffer
Senior Corporate Communications Manager
alicia.buffer@insightsoftware.com

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The post insightsoftware Achieves Top Ranking in the Dresner Advisory Services 2023 Embedded Business Intelligence Market Study appeared first on insightsoftware.

Top Reasons for a Heavy Carbon Footprint From Your Supply Chain

Keeping supply chains operating seamlessly in geopolitical and economic uncertainty is not a new challenge for global manufacturers, though it may feel like supply chain turbulence has become the new normal. Your supply chains are under constant pressure, and this can make it hard to drive efficiencies that meaningfully impact your carbon footprint. These are four stressors on supply chain sustainability:

• Emissions-heavy transportation: Using planes and long-haul trucking for transportation are the high-energy culprits of high carbon emissions. Total dependence on fossil fuels.
• Improper load optimization: Often caused by inefficient planning and inadequate utilization of cargo space, leading to poor transportation efficiency such as half-full containers.
• High material consumption: When the use of raw materials produces too much scrap and waste, often the result of inefficient processes, overproduction, and inadequate resource management.
• Distant supplier network: Obtaining your goods and materials from suppliers who are far away from your manufacturing sites.

Your SAP system holds the key to both understanding and reducing your carbon footprint. Yet, inaccurate reporting due to unreliable or outdated data within SAP can paint a misleading picture. Flawed calculations can underestimate or overestimate emissions, obscuring your true environmental impact. Additionally, inefficient dashboards and analytics hinder visibility into resource consumption patterns, making it difficult to pinpoint energy-intensive processes and implement resource-efficient measures. These blind spots ultimately lead to higher emissions and missed opportunities for environmental sustainability.

To overcome these roadblocks and unlock the full potential of SAP data, manufacturers are turning to advanced technologies and emerging trends like ESG. These solutions are becoming increasingly valuable for supply chain leaders who rely on SAP ERPs to navigate the complexities of sustainable operations. Sustainability has become more best practice than trend, with over 80% of executives agreeing that businesses should make greater efforts to protect the environment. Powerful technology plays a key role in these efforts, as insight-enabled supply chain management allows early adopters to improve logistics costs by 15%, compared with slower-moving competitors.

Drive the Road to Sustainability With Better SAP Data Insights

In today’s climate-conscious market, ignoring your SAP data’s sustainability potential is a competitive misstep. Consumers and investors alike are prioritizing eco-friendly practices, and those who leverage data for impactful change will win market share and loyalty.

• Unmask hidden inefficiencies: Analyze energy consumption patterns across operations to pinpoint costly carbon culprits. Identify outdated equipment, wasteful processes, and inefficient transportation routes.
• Optimize for a greener future: Leverage insights to implement resource-saving technologies, optimize logistics, and source from sustainable suppliers. Every efficiency tweak translates to a smaller carbon footprint and a bigger bottom line.
• Empower your teams with actionable dashboards: Equip them with a real-time emissions tracking system that sets clear benchmarks and targets. Monitor progress, celebrate wins, and course-correct as needed.

Functionally, here’s what the right SAP reporting tool can delivers for your carbon footprint efforts:

• Cradle-to-gate footprint calculations: Analyze your sustainability footprint with processes that consider materials, transportation, and production.
• Data insights that drive business processes: Reduce your carbon emissions with operational reporting software that supports advanced analytics, flexibility, and understanding across your organization through analytical insights from footprint data.
• Integration for accurate calculations: Pull in data from ECC and SAP S/4HANA to calculate your footprint across all end-to-end processes.

By adopting the right SAP reporting solution, you can significantly reduce transportation-related emissions, optimize material usage, and contribute to a more sustainable and efficient supply chain. Your company receives all these benefits from insightsoftware’s operational reporting solution, Angles Enterprise for SAP.  

Angles for SAP Will Future-Proof Your Business

Angles for SAP provides multinational organizations with complex supply chains the necessary tools to cleanse their SAP data, find pollution, and address bottlenecks. With advanced data analytics from Angles, organizations can prepare their data and supply chains for the future, including the vital task of reducing carbon emissions.

Angles for SAP applies a context-rich data model to your SAP data (both ECC and S/4HANA) to collect and prepare data in a user-friendly format that is suitable for reporting, even for non-technical users.

Uncover hidden inefficiencies and optimize your supply chain for sustainability with Angles. This powerful tool goes beyond basic visualizations, diving deep into your SAP ECC or S/4HANA data. Track every aspect of material flow, from raw materials to finished products, across internal and external operations. Angles analyzes every data point – origin, transportation, energy usage – to reveal inefficiencies impacting your carbon footprint and resource consumption. Empower your teams to make data-driven decisions, reduce environmental impact, and build a leaner, greener supply chain.

With Angles, your supply chain future is in safe hands. With complete SAP data oversight your operations team will enjoy:

• Reduced Transportation Distances:
  • Between sourcing and manufacturing
  • Between manufacturing and warehousing
  • Between warehousing and customers (B2B and B2C)
• Energy-Efficient Transportation Modes:
  • Opt for alternative modes (rail/ship instead of truck/plane)
  • Introduce energy-efficient practices within the transportation fleet used, such as regular maintenance to optimize fuel efficiency
  • Adopt route optimization technologies and explore alternative fuels to reduce environmental impact.
• Boost to Load Optimization
  • Implement load optimization strategies to increase container utilization by determining the most efficient way to pack goods within a shipping container
  • Reduce the number of shipments required and maximize the use of available space, leading to cost savings and a more environmentally sustainable transportation process.
• Minimized Material Consumption:
  • Optimize consumption of raw materials
  • Implement measures to reduce scrap
  • Minimize waste generation
• Utilization of Near Sourcing:
  • Switch to suppliers with manufacturing locations closer by
  • Diversify supplier base to increase regional collaboration

Want to know more? Check out our white paper on Angles for SAP to see if it is the right tool for your operational reporting.

Modernizing Operational Reporting & Strategic Analytics in the SAP-Run Enterprise

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• Forrester Research predicts that the embedded analytics market will hit $16 billion in 2024.
• Ventana Research predicts that over two-thirds of business unit teams will enjoy immediate access this year to an integrated cross-functional analytics platform seamlessly embedded within their workflow activities and processes.

Furthermore, the era of cheap money is over. Funding is scarce and Independent Software Vendors (ISVs) must ensure their offer is seen as an essential expense for financially constrained buyers, delivering quick value, quality, and innovation. This requires finding new ways to retain your existing customers and attract new ones in a highly competitive market.

Buy Embedded Analytics for Rapid Customer Value

Your team can choose between two development approaches for analytics functionality: building the analytics your customers expect, or buying a third-party embedded analytics solution. Building and maintaining an advanced analytics solution takes time and significant manpower.

If you want to gain a competitive edge in today’s crowded market, you simply can’t afford to spend three to six months building functionality that your competitors are buying and delivering to their customers in weeks.

Zooming out of the build vs. buy debate, your customers want your application to include advanced analytics that is easy to use, will scale with them as they grow, quickly delivers ROI, and offers both the security and quality their company needs.

You need to be able to demonstrate a quick time to value and a focus on advanced functionality that sets you apart from the pack. Embedded analytics solutions, like Logi Symphony, are your quick ticket to moving the needle for your customers and expanding your revenue opportunities.

How Embedded Analytics Boosts Your Product Roadmap

Embedded analytics solutions, like Logi Symphony, are purpose built to help you accelerate your product roadmap and deliver quick, meaningful value to your current and future customers.

Fast-Track to Insights with Rapid Integration

No more waiting for months to add powerful analytics. Embedded solutions like Logi Symphony integrate in weeks, delivering immediate value to your customers. Focus on core features and innovations, knowing analytics are covered. Release updates more frequently, keeping users engaged and feedback flowing. Get your application to market faster with built-in data power.

See the Future with Predictive Analytics

In today’s volatile market, anticipating trends and minimizing risks is key. Embedded AI and machine learning models give your customers the foresight they need to make informed decisions, optimize resources, and gain a competitive edge. Prioritize features that leverage predictive insights and develop proactive support systems based on predicted behavior. Help your customers navigate the future with confidence.

Own the Experience with White-Labeling

Don’t just offer analytics, make them your own. White-labeling lets you seamlessly blend analytics into your brand, strengthening your identity and building trust with users. Focus on branding and marketing efforts, knowing the analytics experience is consistent. Leverage analytics as your differentiator and create a sense of ownership for your customers.

Dashboards: At-a-Glance Success

Leadership loves dashboards. Invest in an embedded analytics solution that offers intuitive, insightful dashboards to help customers impress and delight their senior stakeholders. Provide clear, customizable overviews of key metrics and empower your customers to track their specific goals. Develop a library of pre-built templates, integrate data visualization tools, and enable easy sharing and collaboration. Help your customers impress stakeholders, secure buy-in, and make data-driven decisions with ease.

Empower Users with Self-Service Analytics

Modern users want independence. Self-service capabilities in embedded analytics allow users to explore and analyze data on their own, without needing technical expertise. Develop intuitive interfaces, offer training materials, and integrate data security measures. Improve productivity, foster data literacy, and let your customers unlock the full potential of their data.

By incorporating these embedded analytics elements into your product roadmap, you’re not just adding features, you’re empowering your customers and accelerating your success. Get to market faster, deliver true value, and stand out in the crowd. It’s time to let your application thrive with the power of data insights.

Youmanage Reduced Development Time by 75% with Logi Symphony

The HR-management software company Youmanage was frustrated with the excessive maintenance and development resources required by its homegrown analytics in its application. Every time it had to build out a custom report for a client, or when something went wrong, it took a long time to fix because the client had to go back in and relearn the code base before Youmanage could make any changes. Too much time was spent relearning the system to make it work instead of adding value.

As a result, Youmanage only offered customers a limited number of preset reports, and no way to aggregate data or create visualizations. Customers were left with reporting that wasn’t as powerful or useful as they needed it to be.

Youmanage decided to explore third-party solutions to speed up development cycles, expand their analytics capabilities, and improve customer experience.

When searching for an analytics solution, top-of-mind for Youmanage was the idea that customers needed self-service so they could create their own custom reports without heavy involvement from the dev team. The team also needed a compliant solution that would securely handle customer data. In particular, Youmanage needed column-level security — the ability to hide specific columns of data from unauthorized users.

Finally, theming — the ability to create a perfectly embedded, white-labeled dashboard — was an essential requirement for the team. The ability to customize with Logi Symphony helped ensure Youmanage could deliver a seamless user experience for their customers and didn’t have to sacrifice on brand.

More importantly, Youmanage also saved on development time. Its teams realized a 75 percent decrease in development time with Logi Symphony, so customers received their new analytics features faster than ever.

Instead of spending extra hours maintaining the analytic code base in Youmanage’s homegrown reporting solution, Youmanage decided to free up their team by investing in an analytics development platform. In switching to Logi Symphony, they were able to quickly create a full-featured analytics solution that significantly reduced development time by 75 percent, expanded deal size, and improved customer satisfaction.

The Benefits of Embedded Analytics

Embedded analytics solutions offer many key benefits for your team, application, and customers. This year, there is no time to delay, you need ways to differentiate your application from the market, and embedded analytics is your ticket to moving the revenue needle.

Check out our new buyer’s guide to see if Logi Symphony delivers the analytics your customers need to grow their businesses.

The Embedded Analytics Buyer’s Guide

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Excel has been the tried-and-true companion for accountants and finance teams for decades. Its familiarity, flexibility, and spreadsheet functionalities have made it the default tool for creating custom reports, conducting complex analyses, and visualizing data in ways that standard ERP reports might not facilitate.

Manual data exports from your ERP to Excel, however, require a lot of time and introduce unnecessary risk. insightsoftware overcomes this challenge by extending your ERP reporting capabilities directly in Excel, without involving IT or using manual data dumps. Spreadsheet Server connects Excel to more than 140 ERPs, so you can easily build any report you need with your existing Excel skills.

Self-Service Reporting Designed for Finance

Many finance processes rely on extensive help from IT or expensive external consultants. With Spreadsheet Server, insightsoftware’s Excel-based reporting solution, your finance team is empowered to create their own reports, without IT or consultant involvement, and to take advantage of the full power of your ERP data. With a fast, flexible, and intuitive solution purpose-built to meet your team’s needs, Spreadsheet Server is a truly self-service reporting tool that empowers users to think outside the box of standard reports and create the reports your organization needs

• Eliminate IT delays by empowering your finance team with a drag-and-drop report creator and pre-built Excel formulas to create their own flexible, custom reports in minutes.
• Simplify complex reporting tasks. Create accurate, up-to-date reports for previous periods without relying on warehoused data or stale data dumps. Easily produce period-on-period analysis reports (e.g., a month-by-month balance sheet) and refresh them in seconds.
• See the bigger picture with the ability to combine data from multiple sources into a single report and view all the data your business needs in one place.

Significantly Accelerate Processes with Up-to-Date Data in Excel

With Spreadsheet Server there’s no need to worry about inaccurate or stale data in Excel; data from your ERP automatically updates in Excel so you are never working with old numbers. Simply refresh or update to a new period to pull in new ERP data.

Take your reporting to the next level with instant Excel access to your latest data and complete your month end close days sooner. Shrink reporting cycles by cutting the need for time-consuming manual data exports to Excel pivot tables. Create charts, graphs, maps, and other visuals that combine data from multiple applications in just a few clicks.

Enjoy fast response times by refreshing reports and getting answers to ad hoc inquiries in seconds. Be confident that your decisions are based on consistent, reliable, and accurate information.

Speed-up Analysis with Deep, Transactional Drill Downs

With Spreadsheet Server, your finance team has the flexibility to drill down to see the data behind the numbers and get instant answers to critical business questions. Give your team control with reporting and analytics software that is built specifically for finance so your team can spend less time on reporting and more time on value-added analysis.

• Powerful drilldowns without programming. Drill from summary to balances, transactions, and sub-ledgers to investigate variances and fix account reconciliation issues, fast.
• Handle information requests from any ERP module and drill across modules to support advanced analysis. Enjoy total visibility and access to all your data for operational reporting and analysis.

See Value Within a Single Reporting cycle

Spreadsheet Server automates time-consuming reporting processes, allowing your finance team to devote their time to higher value tasks like analysis. Being based in Excel — finance’s tool of choice — ensures fast time to value and high levels of user adoption.

Deliver value out of the box with an easy, lightweight installation that takes less than a day, with no server required, and no need for a lengthy BI project or heavy IT involvement. Spreadsheet Server empowers your finance team to build the reports they need in minutes with the Excel skills they already have.

Are you ready for an easier, faster reporting process? With Spreadsheet Server’s 140+ ERP integrations, you can have exactly that: shorter reporting cycles, more reliable data, and the ease of use that comes from working directly in Excel. For more information on how Spreadsheet Server will improve your financial and operational reporting processes, watch our on-demand webinar on mastering easy Excel reporting in 2024 now.

Mastering Easy Excel Reporting in 2024

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Beyond its alluring appeal to talent, ESPPs offer strategic advantages in the current volatile market. With inflation squeezing payrolls and traditional stock options losing their luster, ESPPs provide a tangible opportunity for employees to share in company success and hedge against financial uncertainties. But here’s the catch: not all ESPPs are created equal. Optimizing yours requires navigating a labyrinth of choices with far-reaching consequences for both your employees and your bottom line.

Prepare to ditch the one-size-fits-all mentality and design an ESPP that’s not just a perk, but a strategic weapon driving engagement and retention.

4 Strategies to Create a Better Employee Stock Purchase Plan

Whether you’re designing a new ESPP or redesigning an underperforming existing plan, consider the following when creating and offering the best ESPP for your company and employees:

1. Establish the objectives you wish to meet by offering an ESPP. ESPPs can be used for various reasons, including capital procurement, increased employee engagement, and talent acquisition. Knowing what you want to achieve with your plan will enable you to craft the best plan design.
2. Seamlessly align with company goals. Consider your company’s identity and strategic goals, and make sure your ESPP reflects your culture. Strong employee participation is more likely when the plan’s design aligns with your corporate vision.
3. Design your ESPP around its features. There are many plan aspects to consider while creating your ESPP, including which employees will be eligible and when, how long your offering period will last, what your purchase periods and contribution methods will be (like payroll deduction, cash, fixed dollar amount, percentage of pay, etc.), and whether to offer a discount or match. Lookbacks, holding requirements, full or fractional share offering, cash dividends, and reinvestments are all plan features that will help you engage your employees. Make sure you understand each of these features and choose the ones that best fit your objectives.
4. Foster financial wellbeing throughout your organization. Think about areas where your business can achieve tangible gains while meeting employee priorities. While it’s vital to build your plan with your employees in mind, it’s equally important to develop it with your organization’s benefits in mind as well. You must be able to provide advantages on both sides. When designing your ESPP, take your cash flow, tax deductions, share depletion, and expenses into consideration. A well-executed strategy tracks and meets organizational goals, streamlines administrative tasks, and improves employee engagement, communication, and satisfaction.

There’s a lot to consider when designing (or redesigning) your ESPP. A well-designed plan will boost employee engagement and invite plan participation, ultimately supporting your corporate strategy. Unlock the potential of your ESPP with a strategic design that combines your company values and long-term goals to benefit both your employees and company future.

How Certent Equity Management Can Optimize Your ESPP Design

With so many variables to consider while designing your ESPP, you may not know where to start. A good equity management tool, like Certent Equity Management from insightsoftware, can help you create an optimized ESPP with confidence and efficiency. It goes beyond the basic functionalities, offering advanced features and capabilities that significantly contribute to the effectiveness of your plan.

From the initial design phase, where you define eligibility criteria and contribution limits, to the ongoing administration involving communication, compliance management, and reporting, Certent Equity Management provides a centralized platform for seamless coordination.

Automated Administration

Certent Equity Management automates the administration of the ESPP, streamlining tasks such as enrollment, contribution tracking, and communication. Ensure accurate record keeping and support all aspects of your plan, from managing eligibility to processing purchases.

Customizable Plan Design

Design a flexible ESPP plan that meets your needs when setting up offering periods, purchase periods, and fair market value price definitions. Stay on top of enrollments, contributions, purchases, and disqualifying dispositions with a robust set of administrative and accounting reports.

Real-Time Reporting and Analytics

Gain instant visibility into equity compensation across your enterprise with real-time reporting and analytics on plan participation, contribution trends, and overall plan performance. This data allows businesses to assess the effectiveness of the ESPP, identify areas for improvement, and make informed decisions to optimize the plan.

Secure Online Access for Participants

Certent Equity Management offers a secure online portal where your employees can access information about their ESPP participation. This includes details about their contributions, stock purchase history, and relevant documentation. Providing easy and secure access enhances transparency and employee engagement.

Compliance Management

ESPPs are subject to regulatory compliance requirements. Certent Equity Management helps your business stay compliant with reporting tools designed to meet SEC, FASB, and IFRS regulatory requirements. This enables you to streamline ASC 718 compliance and reporting, and to automatically generate 6,039 different tax reporting statements and filings.

Integration with Payroll and HR Systems

Seamless integration with payroll and HR systems ensures accurate and efficient processing of ESPP-related transactions. This integration reduces the risk of errors and ensures that participant contributions are seamlessly deducted from payroll.

Participant Support and Assistance

With Certent Equity Management you can offload your day-to-day equity administration to our expert team of certified equity professionals. Our equity professionals are always on hand to answer your questions as they partner with you to deliver your equity plan.

Simply put, Certent Equity Management is not just a software solution; it is a strategic partner in the successful design and administration of your ESPP. By providing automation, customization, real-time insights, compliance management, and participant support, Certent Equity Management provides you with the necessary foundation to create a program that is not only compliant and efficient but also resonates with your employees, fostering engagement and loyalty.

Ready to learn more about how Certent Equity Management enables you to streamline your ESPP management, tighten compliance, minimize risk, and improve your productivity? Check out our blog or schedule a demo today.

The post How to Build Success Through Strategic ESPP Design appeared first on insightsoftware.

If your organization still operates on-premises, but your 2024 plans include a cloud migration, here are three key questions you must consider before investing.

Fully Cloud or Hybrid?

Hybrid Systems

One of the first major decisions for cloud migrations is figuring out whether being fully cloud or a hybrid system will work better for your organization. A hybrid system refers to a combination of on-premises and cloud ERPs. If your organization already has a complex or highly-customized on-premises ERP, a hybrid cloud could be your best option.

A hybrid system will allow you to leverage cloud capabilities without having to rebuild your business infrastructure from scratch. Hybrid systems also allows a company to move the cloud in phases–one or two departments or regions at a time–rather than be forced into the costly, time consuming, and error prone decision to move the entirety of the enterprise to cloud in one fell swoop. However, hybrid systems can be challenging to maintain without the right tools.

Fully Cloud-Based ERPs

Fully cloud-based ERPs carry the advantage of being easily scalable while helping organizations keep up with changing technology. ERPs that operate in the cloud provide a central location for data access and require no infrastructure to set up. Updates are handled automatically. While the cloud itself evolves, your cloud-based ERP will update without requiring you to keep track.

AI and real-time data access are two features that cloud-based ERPs are beginning to adopt, meaning you don’t have to look further than your ERP if you want to take advantage of these benefits. Other key advantages include:

• Automating manual processes
• Decreasing IT-dependence
• Integrating critical information from multiple sources

Will Cloud Help Me Leverage AI?

Recently, generative AI has made a splash across all industries. Generative AI refers to technology that can create new content, for example images or writing. As ubiquitous as AI is, very few organizations have adopted it. According to a recent study by Gartner, 61% of finance teams are either in the earliest stages of AI planning or have no plans at all to adopt any AI functions. And even fewer finance teams have implemented generative AI at just 1%.

How do you stay ahead of the competition that lags behind on AI adoption?

Although finance teams are excited about AI, most haven’t adopted it yet or are just beginning to plan. If you’re not ready to invest yet but are considering moving forward with AI implementation in the future, a cloud migration can help. It better positions your data, systems, and processes to be ready to take advantage of AI tools and functionality. When you’re ready for AI, a cloud migration will enable you to hit the ground running while staying ahead of the curve.

The good news is cloud-based ERPs like Oracle offer AI and machine learning (ML) capabilities through its Oracle Cloud Infrastructure (OCI). Oracle also now offers a generative AI cloud service and AI-assisted customer management systems. If you’re looking to upgrade to cloud and find out how AI could benefit your organization, migrating to the right cloud-based ERP can enable your teams to leverage the combined powers of cloud and AI all in one package.

How Will I Migrate My Data to the Cloud?

Copying existing data across your organization’s cloud migration can be intimidating. It’s especially complicated when converting to a hybrid cloud model – some departments, such as finance, might migrate to the cloud, while others, like HR and supply chain, remain on-prem. Before migrating, make sure to back up data, keeping servers and data retrievable in case of setbacks. This will ensure a smoother migration.

Partial cloud migrations are tricky because recent information is stored in the cloud while legacy information stays on-premises. Accessing legacy data is crucial for identifying trends over time, but doing so across two systems adds further complexity. How do you mitigate these challenges to ensure a smooth transition, whether you decide on a hybrid or full migration?

Angles Professional provides a cloud data warehouse, removing the need for you to import legacy data from another system. Angles gives a central point to access and analyze information stored across multiple locations.

Spreadsheet Server can simplify your cloud migration by creating a secure, near-real-time ERP connectivity that will transition to the cloud with you. By leveraging Excel’s familiar interface, Spreadsheet server provides you with refreshable, drillable information that saves you time while simplifying your cloud migration.

insightsoftware works hand-in-hand with Oracle ERP Cloud to bolster your financial and accounting posture. By moving to the cloud and taking insightsoftware with you, not only are you adding the advantages of a single source of truth for your data, but also automating vital reporting and analytics. This way, you don’t need to miss a beat on financial and operational reporting during your cloud migration.

Ready to learn more? Read our brochure about how Angles Professional and Spreadsheet server combine to help you win completely.

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However, the good news is that these challenges are not insurmountable. By exploring alternative approaches and leveraging additional tools, Sage Intacct users can unlock a world of enhanced reporting flexibility.

Trouble on the Horizon

Although fear of an impending recession is in the rearview mirror this year, finance teams still contend with the consequences of market upheaval. J.P. Morgan predicts global economic growth to slow down by the end of the year as inflation and interest rates continue to soar.

According to insightsoftware and Hanover Research’s recent Finance Team Trends Report, 70% of finance decision-makers feel pressure from inflation and economic disruption. These factors create a demand for increased efficiency and flexibility.

Struggling with Inflexibility

While Sage Intacct provides finance professionals with out-of-the-box reporting functionality, these reporting tools can be inflexible and are not enough to fulfill every reporting need. If you require a report in a specific layout, format, or color, or if you need to report to multiple entities, the ERP’s native tools require advanced technical knowledge to achieve that level of customizability.

When reporting across multiple locations or to multiple entities, you’re still required to manually export and stitch together reports in Excel. This costs valuable time, making the month-end close process stretch longer than it needs to. Our recent Finance Team Trends Report also reveals a quarter (24%) of finance professionals view manual and time-consuming processes as a top challenge.

Ad hoc reports can throw an additional wrench into period-end reporting. They often come unexpectedly while requiring information that isn’t easily accessible with your ERP’s default reports. When tasked with creating these customized reports, you’re left to use manual processes or rely on overtaxed IT departments. IT departments can give you the reports you need, but they prioritize critical technical infrastructure over financial reporting. What can you do to generate the types of custom reports you need without IT’s help?

Tap Into the Power of Refreshable Reports

Adopting software solutions purpose-built for intuitive custom analysis is a valuable way to save time creating customized reports that don’t come out-of-the-box with Sage Intacct. Accessing refreshable, real-time data to support all month-end closing needs will vastly improve the efficiency and flexibility of your Sage Intacct reports.

With refreshable reports, you can report against the latest Sage Intacct data while getting fast answers to your ad hoc inquiries. When stakeholders come to you with questions that only a custom report can answer, generating a refreshable report means that you not only have the answer to their question right away, but you can update the data any time at the click of a button.

Reporting Flexibility You Need

With the right reporting tools, you can take your Sage Intacct reporting to the next level with interactive, refreshable reports that answer even the most specific questions. Shrink your reporting cycle and impress your senior stakeholders with real-time insights from Spreadsheet Server from insightsoftware.

Spreadsheet Server connects seamlessly with Sage Intacct, enhancing your Excel reporting with real-time data. Put finance in control of reporting and analytics with software built for the structure of Sage Intacct. With the flexibility you gain from Spreadsheet Server, you will save valuable time on manual reporting and spend it on other value-added tasks like planning and analysis.

Spreadsheet Server doesn’t require you to learn any complex coding or new programs. Instead, you can start and end your day with the familiarity of Excel. Spreadsheet Server reports are refreshable, allowing you to generate a single report and refresh it for the most up-to-date information from Sage Intacct. The tool also makes reporting to multiple entities easy by giving you the flexibility to send reports across different companies, boards, and departments.

With Spreadsheet Server, empower your finance team to:

• Drill down on data for detailed insights
• Automate manual processes
• Gain greater interactivity and flexibility
• Better navigate market uncertainty with reports you can trust

Read our whitepaper for more information on how Spreadsheet Server can increase flexibility in your Sage Intacct reports.

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The post Achieve Greater Flexibility for Your Sage Intacct Reporting appeared first on insightsoftware.

Completing your annual filing is a deeply collaborative process that requires considerable time and painstaking attention to detail for data validation and tag management. With multiple contributors working on your annual report, it can be challenging to effectively track workflows and maintain version control. Added to that, it’s a time-consuming and manual process that can be difficult to manage – integrating and validating data from multiple sources can eat up a lot of resources.

5 Best Practices for a Successful Annual Filing

1. Get an early head start on your report – Don’t wait until the last minute to create and file your annual report. Create an easy-to-follow timeline for your annual filing process. Prevent penalties by tracking all filing dates and setting calendar reminders to ensure that no deadlines are missed. Define ownership of tasks, communication channels, and document templates.
2. Foster strong collaboration practices – Establish open lines of communication to easily share updates and track progress, and promptly address concerns. Empower your team members with disclosure management tools that enable them to take ownership of their contributions and review audit trails to see who did what and when. Use strong access controls and single sign-on to ensure that only authorized users can change and approve the narrative.
3. Prioritize quality control and internal review – Implement a robust internal review process before final report submission. Use a central repository for data gathering and reporting to avoid version control issues and implement workflow controls to streamline and expedite the production cycle. Check and recheck your XBRL tags to ensure accurate tagging. Conduct peer reviews, involve senior management, and leverage technology for data validation. Early identification and correction of errors saves time and avoids last-minute scrambling.
4. Continually evaluate and refine your process – Learn from each filing cycle. Conduct post-filing assessments, identify areas for improvement, and adapt your procedures for next year. Use roll forward capabilities to automate the roll-forward process period-to-period, saving time and effort and eliminating manual processes and errors. Continuous improvement ensures efficiency and minimizes stress in future filings.
5. Leverage technology for greater speed and accuracy – Implement industry-leading software, like Certent Disclosure Management from insightsoftware, to automate manual processes and reduce risk in your disclosure process. Disclosure management software allows you to directly connect to data from multiple sources, providing a single source of truth for consistent reporting. Real-time validation on XBRL documents allows you to instantly flag errors and improve overall quality in filings. Use the familiar Microsoft Office integration to work within the products you already know how to use, such as Word, Excel, and PowerPoint.

Simplify and De-risk Your Annual Filing

By leveraging disclosure management software like Certent Disclosure Management to file your annual report, you’re able to bring speed, accuracy, and consistency to a laborious, error-prone, and difficult-to-control process. As the only all-in-one Microsoft-based disclosure management solution, Certent Disclosure Management streamlines and de-risks your annual filing in a way no other can.

• Automated Data Gathering: Streamline processes with automated data collection and aggregation and reduce the likelihood of errors associated with manual data entry.
• Deadline Tracking and Alerts: Stay on top of key filing deadlines, avoiding late submissions and associated penalties, with automated alerts and reminders.
• Regulatory Compliance: Ensure your annual reports comply with the latest regulatory requirements, reducing the risk of non-compliance and associated penalties.
• Data Accuracy and Audit Trail: Leverage audit trail features to trace changes and maintain a record of data modifications.
• Efficient Collaboration: Collaborate using standard Microsoft Office comments, enhancing communication and coordination between different teams and departments.
• Electronic Filing: Submit your annual reports electronically to relevant regulatory bodies; this not only expedites the filing process but also helps in maintaining a digital record of submissions.

Automated software like Certent Disclosure Management streamlines the annual report filing process, reduces the risk of errors, enhances regulatory compliance, and contributes to overall efficiency in managing disclosure reporting obligations. Investing in a solution like Certent Disclosure Management is your organization’s easiest way to make filing your annual report simple and painless. Read this whitepaper for tips on how to choose the right solution for your organization’s needs.

Choosing a Disclosure Management Solution

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