Category: CRM



The challenges of the past few years – from COVID-19 and rising labor costs to interest rate changes and the lending boom – have made it increasingly important for banks and credit unions to respond and adapt quickly and efficiently to changes. A modern cloud planning solution connects c-suite, finance, operations, branches, IT, marketing, and real estate with collaborative planning & forecasting. Alithya accelerates the deployment of a modern cloud financial planning and forecasting solution using Oracle Cloud Enterprise Performance Management (EPM). During this webinar, you’ll hear a case study that highlights the implementation of a centralized financial forecasting and reporting hub to connect the P&L and balance sheet to support what-if analysis across all areas of the bank. Additionally, you’ll see how easy it is to link the Oracle EPM Workforce module to build up labor and headcount forecasts to support the business plan while integrating with human capital and recruiting tools. We’ll also show you how we can quickly set you up to forecast net interest revenue/margin and FTP based on existing business runoff and incorporate regional and branch input to advise on how to refill business pipeline. Watch this webinar for all this plus a live demo of Oracle EPM Planning, its user-friendly interface, and its ability to facilitate the use of the latest predictive machine learning to forecast parts of your P&L and greatly improve financial planning. https://www.youtube.com/watch?v=hkOPZQKRH0E



Introducing business performance management capabilities in Dynamics 365 Finance. In navigating the complexities of today's economic landscape, CFOs and finance professionals recognize the indispensable need for advanced planning and analytical tools to effectively steer their organizations through uncertainties, foster innovation, and ensure both short-term resilience and long-term prosperity. With these new capabilities in Dynamics 365 Finance, you can empower finance and business leaders with the essential tools to not only anticipate risks but also drive strategic innovation. Learn more in this blog: https://cloudblogs.microsoft.com/dynamics365/bdm/2023/12/06/enhance-business-performance-agility-with-microsoft-dynamics-365-finance-premium/ #microsoftdynamics365 #microsoft https://www.youtube.com/watch?v=f0EmJkDmpg4



The Biz Apps Classroom welcomes its first guest on this episode, Microsoft MVP and partner executive Vlad Sarov joins us to talk about the work he, podcast co-host Julie Yack, and others have been doing on a project to bring Microsoft Business Applications skills to adults in Ukraine through an ongoing series of training cohorts. The program follows Microsoft's prescribed Business Application professional skilling collection, but the team have taken the extra effort to translate the learning materials, adapt the guidance to allow for online interaction, and develop automated translation capabilities to allow trainers who don't speak Ukrainian to still help educate the students. Vlad and Julie share the program's history, the team effort that was required to launch it and keep it running, the outcomes for graduates, and how they hope to expand the training to more cohorts in Ukraine and perhaps in other parts of the world. Show Notes: 1:30 – Vlad's impressions of last year's MVP Summit 3:45 – Hatching a plan to create learning cohorts in Ukraine 6:45 – Translation technology that enables a multi-language program 9:30 – Why a program from Microsoft offered a good starting point for translation and adapting to a Ukrainian cohort 12:30 – Stories of some of the students 14:30 – The typical student experience each week 18:15 – Signups available for spring and summery 2024 cohorts – how to get accepted, what is expected of students, and how the trainers adapt to student needs like difficult circumstances 23:00 – Hiring people who complete these training cohorts – what Microsoft partners can do to help 26:30 – Industries that the students are coming from, and why industry knowledge helps 28:00 – How students are learning about the program and gaining the trust to join it 31:00 – What's next for this training approach – reaching more translations and languages Links & Resources: Ukraine training signup: https://365l.ink/UkraineSignUp Feedback and testimonials of students: https://www.bap-ua.sarov.plus/ Contact Vlad: https://uk.linkedin.com/in/vladsarov For more information about learning course, contact Dima Kudin Telegram: @DmytroKudin Mail: dima.kudin@dynamicalabs.com Linkedin: https://ua.linkedin.com/in/dmytro-kudin-0abb88239 Support the podcast and get a discount on an annual plan for 365.training by visiting https://365l.ink/MSDW. https://www.youtube.com/watch?v=851G9NzHfaQ