In the fast-paced world of project-based organizations, how can you automate your project financials? How might you tap into your financial data real-time and prepare flexible reports with automation tools? Attend this session to learn how to gain real-time visibility into your data and supercharge it with automation. Save time that you can dedicate to analysis when you automate your financial process. Skip manual data exports and reformat and reconcile static reports. Automation is also the key to helping with staff shortages and project visibility. Attend this session to learn how you can use Excel to connect to a single source of truth and prepare dynamic reports.
insightsoftware
Silver
Overview
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 for Deltek customers 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.
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1
Group Live
In this session, you’ll learn how to:
• Get up and running quickly with Spreadsheet Server, which integrates easily with Deltek ERPs: Ajera, Vantagepoint, Vision and Maconomy
• Gain easier access to real-time data that is built for Finance
• Move beyond limited project visibility
• Automate processes and reporting to mitigate risks
• Create proactive analytics
Finance
Customer Experience (CX)
Vantagepoint (VP)
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11:00 a.m. Wednesday, Nov 13
Wednesday, Nov 13
Speakers
Sue Maloney
Solutions Engineering Strategist
Insightsoftware
Sue has over 25 years’ experience in the software and accounting industries as a Controller, auditor, and analyst. Sue has deep experience working with various insightsoftware reporting tools and budgeting and planning applications.