The Rise product team has been hard at work on a number of new features that we will be showcasing at the Microsoft Ignite conference coming up September 26-30th in Atlanta, GA. I thought it would be fun to give you a sneak peak of some of these new features in the Rise Feature Showcase. In this […]
Operations
Solution to Account (PO var/charge) Could Not Be Determined Error
When adding project details to a Purchase Order, it’s possible that the following errors may appear: These errors appear once the user attempts to save or validate the PO and also cause the PO Charge Account that was chosen for each line to disappear and become disabled. When the user goes back to review/edit the […]
How Traditional Wealth Management Companies View Robo-Advisors
As much as they are disruptors of sorts, traditional banks view robo-advisors as healthy. They represent a challenge for incumbents, one that will ultimately result in better customer experiences. Financial institutions believe that the foundation of what they do is not going to go away; however, it puts pressure on them to focus on the […]
Oracle Cloud R11 – Fact 11 – Expenses Infotiles
In Oracle R11, there is a redesigned Expenses work area with five infotiles: Expense Items, Expense Reports, Approvals, Cash Advances, and Trips. As it is in most of the other Financial areas, each infotile has a drill-down detailed view for the user. The Expense Items infotile shows all expense items that are not included in […]
Oracle Cloud R11-Project Performance Data: No update? No problem!
Ever run into a problem when working with Oracle Cloud’s R11 Project Financial Management software when you go to run the “Edit Project Performance Data” process and nothing happens, nothing gets updated? Well, there may be an easy and simple fix to that. There are certain steps to make sure you’ve completed to make this […]
Financial And Insurance Advisors, Tech Is the Gateway To Success
“To stay relevant, financial advisors are recognizing that technology has to be a big piece of their pitch to this generation.” That statement came from a CNBC article that discussed the critical role technology plays in the financial services industry. The author, Ilana Polyak, points to a recent report from Fidelity, which indicates that financial […]
Is a PMP Certification Right for You?
Perficient Project Manager Karen Ouyang recently renewed her PMP (project management professional certification. Preparation for the PMP exam can be extensive, so if you are considering certification you need to first determine why you want to get certified. You can then determine whether or not certification makes sense for you. If you are considering obtaining […]
An Insider’s Look At If And When PMP Certification Makes Sense
I just recently completed the trainings that are required for renewing my PMP (project management professional) certification every three years. Looking back, I’m glad that I made the investment to obtain my PMP certification from Project Management Institute (PMI). Since it takes a significant amount of time to study for PMP and prepare for the […]
Gartner: By 2020, “No-Cloud” Policy Like Today’s “No-Internet” Policy
Gartner recently put out a press release that is quite memorable. It begins with: “By 2020, a corporate “no-cloud” policy will be as rare as a “no-internet” policy is today.” While I personally have never encountered a company that has such a success-hindering policy, I’m sure there are companies out there who are ultra-slow adopters, […]
How to Develop & Manage SVN Projects Under OS X
Git is the default source control method for Xcode and probably the most commonly used control system version for an Apple developer. Recently, many hybrid-develop App developments are required by the market so that other IDEs such as Eclipse have to be used for hybrid developing. In that case, projects would be using SVN (Apache […]
The Robo-Advisor Climate
The benefits of robo-advisors are clear: trustworthy and affordable financial advice for everyone, regardless of net worth. Although some may debate what role robo-advising will play in wealth management, we’ve reached a point where it’s hard to imagine a world without it. Ever since the evolution of the internet and the widespread adoption of digital […]
Oracle EBS – Ledger Sets vs. Data Access Sets
The intent of this document is provide the reader with a fundamental understanding of Oracle Ledger Sets and Data Access Sets, enriched with lessons learned from actual implementations. Matt Makowsky is an Oracle Financial Applications Consultant with 17 years experience and a Senior Solutions Architect with Perficient. In Oracle EBS Release 12, two new concepts were […]