Results from the National Financial Capability Study (NFCS) were released in July, 2016 by the FINRA Investor Education Foundation (FINRA Foundation). The findings, which include data from more than 27,000 U.S. adults, reiterate the importance of providing people with financial education to help them better manage their money. According to an infographic that depicts the study’s results, “Absolute levels […]
Operations
Dynamically Alternate Row Shading in Financial Reporting Studio
I am often asked by clients to create reports that display alternating shaded rows. We’ve all been there, squinting away trying to view those tiny numbers crammed onto a single report. Too often we find ourselves relying upon a ruler to help follow the values across the row as the columns continue to grow across […]
How to Setup SAML v2 SSO on PBCS with ADFS as Identity Provider
SAML (Security Assertion Markup Language) is a XML-based open standard format to exchange authentication and authorization data between an identity provider (IdP) and a service provider (SP). A SAML-enabled web application allows browser single sign-on (SSO). We have had success implementing SSO for our clients with Active Directory Federation Services (ADFS) as the identity provider […]
Orthofix Implements ARCS and FCCS [Webinar Q&A – Part1]
A recent Perficient webinar, Orthofix Improves its Financial Close and Consolidations with Oracle Cloud (ARCS & FCCS), held a captive audience for a solid 20 minute Q&A session. In this two-part blog post, I’ll share the highlights of questions asked by attendees and answered by both Perficient and Orthofix. Why did you choose the Cloud […]
Discovering DevOps Metrics that Matter
You sold organizational leadership on DevOps. You transitioned your employees into the DevOps model and now they are collaborating like never before. Now your organization is innovating like never before and going to market at a faster rate than the competition. While you may think that the buck stops here, you are still far from […]
The Importance Of Transformation Initiatives In Banking And Insurance
Conversations with our clients have shed light on what’s taking place in their organizations and how they’re approaching their need to become more profitable. It’s evident that, for many, transformation initiatives are in development or already in place. These initiatives are not short-term plans, but rather ones that span many months or even years. Without […]
Overview and Implementation of TIBCO Business Process Management
TIBCO Business Process Management What is Business Process Management – BPM ? Here we go with the definition of BPM in relating to our lifestyle. BPM can be defined as “workflow.” As an example, let’s consider a loan application or offer management in a bank. A customer wants to apply for a product such as a […]
Equity Overrides in HFM Implementations Give Clients Full Control
In an Oracle Hyperion Financial Management (HFM) implementation, we always use the historical rate to translate the subsidiary’s equity. Historical rate means the actual exchange rate used when the transaction was consummated. For me, the most practical way of achieving this is by using equity overrides. This gives the client full control of the actual translated […]
How The “World’s Best Digital Bank” Uses Signals Of Intent
Today at IBM Amplify 2017, an event at which companies across all industries gather to learn how cognitive technology is transforming customer engagement to make each customer feel recognized and special at every step of their journey, my colleague, Michael Porter, was fortunate to hear firsthand how one bank in particular is achieving such great […]
Kubernetes, Blockchain, & DevOps at InterConnect 2017
Vegas is bustling this week as IBM InterConnect 2017 officially kicked off Monday. Per the norm, IBM is making several announcements this week to showcase new innovation, strategic partnerships, and commercial offerings. For me, the most exciting announcement thus far is the beta release of Kubernetes on IBM Containers. Kubernetes is rapidly gaining ground as […]
5 Reasons to Consider Informatica Lifecycle Management (ILM)
I recently implemented an Informatica Lifecycle Management (ILM) project at a national auto financing company and I would like to share some details about what I learned about ILM and the benefits my client received. ILM is a mature and robust data archiving tool used by many organizations to manage and archive large sets of […]
What Happens Post DevOps Deployment?
The stardom and emphasis of DevOps results in industry experts focusing on continuous innovation, which includes automation, deployment, integration, and planning. After all, these key pieces help the business grow and scale in crowded and competitive markets. Nevertheless, with that said, what happens post-deployment? DevOps and Facilitating Connected Experiences The most important part of the […]