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Financial Systems Management
Welcome to the Financial Systems Management group. The goal of this group is to assist group members with various technology questions that they may have.
In today's dynamic business environment, the requirements for finance and treasury management operations are constantly evolving, These changes, combined with the desire for increased efficiency and cost reduction require financial professionals to look at innovation, automation and process improvement across all accounting, finance and treasury functions.

Management software to support management testing of its internal controls under SOX 404
Posted Tue, 05/31/2011 - 8:18am by Rodrigo Sanz (Sr Associate)
I am trying to find out the best software to support internal controls processes under SOX 404. Do you have any recommendation?
1 Comment

NOLAN Fixed Assets and NetSuite OneWorld
Posted Sat, 05/07/2011 - 6:47am by Len Green (Principal - Finance/ Pro)
If you have experience with using NOLAN Fixed Assets with NetSuite OneWorld in a multi-subsidiary global environment, I'd welcome the chance to chat with you about your experiences configuring and using it.
0 Comments

NOLAN EFT and overseas banks
Posted Fri, 03/18/2011 - 9:13am by Len Green (Principal - Finance/ Pro)
Hi all:
If you have used NOLAN EFT software to help generate electronic payment files (from your ERP system) for processing with non-US banks, would you be available for a quick reference call?
2 Comments

Project Accounting/Resource Planning in Dynamics SL
Posted Wed, 02/02/2011 - 2:37pm by Len Green (Principal - Finance/ Pro)
I have a client using Dynamics SL for project accounting (time/expense entry, billing, AR, AP, GL). They have a need for more integrated resource scheduling and coordination of consulting resources (staff and contractors) to improve project planning/skills-to-task matching, utilization and overall efficiency etc..
0 Comments

Subscription accounting systems
Posted Wed, 01/19/2011 - 12:08pm by Joan Nevins (CFO)
We are transitioning from a perpetual licnese model to a subscription model. We currently use Great Plains for GL. Does anyone know of an add-in paackage to track revenue and renewals that would integrate or a stand-alone system that is not as expensive as Softrax?
2 Comments

SaaS SLA terms and conditions
Posted Sun, 01/16/2011 - 2:11pm by Len Green (Principal - Finance/ Pro)
I am reviewing standard SLA's from a few vendors regarding their SaaS solutions and am finding they are light, often vague on obligations of vendor, or miss key issues. While this may work for a small business, it's not enough for an enterprise with risk management, compliance and other factors to consider.
2 Comments

Global SaaS Accounting Vendor References
Posted Thu, 01/13/2011 - 8:37am by Len Green (Principal - Finance/ Pro)
I am assisting a client evaluate NetSuite's OneWorld and IntAcct, with a view to implementing their core accounting solution worldwide (GL, AR, AP, Fixed Assets, all with foreign currency, corporate chart of accounts, intercompany).
2 Comments

Contract Management Software
Posted Mon, 12/06/2010 - 8:16am by Len Green (Principal - Finance/ Pro)
While many of the established ERP vendors have modules that support Contract Management Software, has anyone got any suggestions on SaaS providers for CMS? My client has a standard customer contract plus many, varied contracts with service providers, key business partners, property leases, software vendors etc.
Core functionality should include ability to:
2 Comments

Host Analytics Software for consolidation
Posted Tue, 11/09/2010 - 2:19pm by Len Green (Principal - Finance/ Pro)
I’m in the process of evaluating Host Analytics software for a client whose primary need is consolidation of 20-plus entities, mostly foreign and a few with simple minority interests. Overall revenues are above $300MM.
2 Comments

Who is using a SaaS Accounting system for an international organization?
Posted Sat, 10/30/2010 - 4:05pm by Len Green (Principal - Finance/ Pro)
If your organization is using a SaaS Accounting solution for an international organization that is at least $200MM+ in revenues, I'd welcome your feedback on which solution you chose and why.
6 Comments

Does anyone have knowledge of the ERP product SYTELINE?
Posted Sun, 10/10/2010 - 11:42am by Stephen Helfrich (CFO/Consultant)
I am in the interview process with a company that uses Syteline as an ERP System but they haven't kept up with the various upgrades over the years. It is estimated that upgrades are in arrears approximately $125K worth and whoever is hired is going to have to decide whether to do the upgrades or acquire another system. I have never encountered Syteline before and so
3 Comments

real estate accounting and reporting software
Posted Thu, 09/09/2010 - 11:09am by Patrick McCann (CFO)
http://www.uvafoundation.com/contact/meet-our-staff/pat-mccann/
Is there an "industry standard" for real estate accounting and reporting software. My firm currntly uses great plains and relies heavily on excel spreadhsheets. Is there an accounting and reporting package that can handle both conslidated and property level reportng?
2 Comments

3 Comments

Investing in Technology
Posted Wed, 12/09/2009 - 6:10pm by Peter Lyons (Head of Tax Forecasting)
2009 proved to be a rather difficult year for project managers as projects were placed on the back burner in an effort to cut costs throughout organizations. When is the right time to begin investing in the business again?
3 Comments




