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22 Reasons To Attend Thursday’s Pharmacovigilance Surveillance Webinar

The challenge with all pharmacovigilance and safety surveillance is that it’s quite complicated. There is a lot of data and very few technical solutions that make analyzing safety data relatively simple. That’s where Perficient comes in. Join me, Kari Blaho-Owens, Ph.D., Director of Pharmacovigilance and Safety, Perficient, on February 6, 2020, at 10 AM CT, […]

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Mobile Sales Enablement with MicroStrategy

Sales enablement. It’s the process of providing your sales team with the tools they need to successfully engage with the buyer and sell more effectively. But the value in sales enablement tools seems to get lost when sellers have multiple data sources at their disposal and none of them work cohesively. This is the challenge […]

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Use Search Analytics & Reporting to Boost Conversions

We all know that collecting data about how visitors search for and use content is crucial to success. While this task is easier said than done, it is possible if you properly leverage search analytics. So let’s talk about a few things you should always keep in mind when trying to increase conversions. Track Visitor […]

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SEC Investment Company Reporting Modernization Support

The first thing any investment company must do in response to the new SEC Investment Company Reporting Modernization is evaluate its current state of readiness. Chances are you have started a compliance program. However, we can help you understand your gaps, including areas where you need immediate action and longer-term changes to support the program. […]

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SEC Investment Company Reporting Modernization Program Challenges

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below talks about the challenges you can expect when developing a response program. Expect challenges in various areas: Data Availability: All required data elements may not be available internally. […]

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SEC Investment Company Reporting Modernization Foundational Work

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below talks about the foundational work companies should have already completed. By now, you should have a program in place that covers the following work streams: Engage Report Filing […]

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SEC Investment Company Reporting Modernization Deadlines

In our new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. While you can check out the full guide here, the snippet below shares some of deadlines that the new rules present. Form N-PORT If you are a larger entity with net […]

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Connecting MongoDb in PowerBI

Power Bi is a business intelligence cloud service tool that provides interactive visualization with dataware house capabilities. Mongo DB is a free and open source No Sql database which uses JSON like documents. It is document oriented mainly used for data requirements which is continuously evolving. Now PowerBi has the option of viewing MongoDB data for […]

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Streamlining the Manufacturing and Automotive Treasury Function

The strategic vision of the manufacturing and automotive treasury function is to deliver efficiency, control, and scalability. The logical structure for this transformation includes several key components: business events, centralized demand deposit accounts with banking connectivity, and a reporting data warehouse. A comprehensive finance and treasury transformation program can help improve cash and liquidity management, […]

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Investment Company Reporting Modernization Goals & Expectations

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below shares the rules’ objectives and expectations. The SEC wants to improve: The quality of information that funds report to the Commission The Commission’s risk monitoring and oversight, examination, […]

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[Guide] SEC Investment Company Reporting Modernization

In an effort to increase transparency, the Securities and Exchange Commission (SEC) has adopted new rules and amendments, called Investment Company Reporting Modernization Rules, which require registered investment companies to modernize their reporting and disclosures. While many investment managers have started their journey towards compliance, others have struggled. The new requirements can be daunting for […]

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Perficient Detroit Hosts April Atlassian User Group

For those in the Detroit area, the Perficient office in Livonia is hosting the SouthEast Michigan Atlassian User Group (AUG) on April 24th.  The SouthEast Michigan AUG meets the last Tuesday of every other month for the 2018 year.  The AUG commonly meets in the Livonia/Detroit Perficient office for the Tuesday evening event, followed by […]

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Writing Sitecore PowerShell Reports for Content Authors

Sitecore PowerShell Extensions (SPE) is such a great tool that I now consider it a fundamental part of any Sitecore solution. Among other uses, it excels at reporting and task automation. For example, when a Sitecore content tree balloons to 100,000+ items, writing efficient reports and automating tasks become critical to managing the madness. With that […]

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[Guide] Improving Insight And Reporting In Wealth Management

Business intelligence (BI) technologies enable wealth management firms to analyze raw data, with the goal of improving decision making, enhancing client relationships, increasing operational efficiency, and adhering to legal and regulatory compliance mandates. A properly designed BI framework can provide financial services companies with a rich, intuitive user interface that enables business users to run […]

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6 Beliefs To Embrace When Building A Business Intelligence Program

There are many considerations when it comes to the development and operation of a business intelligence (BI) program, especially when it is specific to certain sectors of the financial industry like wealth management. Nonetheless, there are several fundamental beliefs wealth management firms should embrace as they pursue their BI efforts: BI is a powerful tool […]

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How To Tell If You Need A Business Intelligence Program

The ideal candidate for a business intelligence (BI) program is a firm that is seeking greater operational efficiency, increased flexibility and interoperability, better management reporting, mitigation of regulatory or other risks, enhanced transparency, access and support, and the ability to make informed business decisions. It is a firm that believes the investment in operational efficiency, […]

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Journey from Discoverer to Oracle Business Analytics [Webinar]

If you’re among the many Oracle E-Business Suite customers still using Discoverer for your reporting and analytics needs, change is inevitable. But it doesn’t have to be disruptive to your business. For Group Voyagers, a group of leading escorted tour, river cruise and independent travel package companies, moving off Discoverer took just nine weeks! Gary […]

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6 Challenges Of Business Intelligence User Adoption

The business intelligence (BI) industry has been plagued with poor user adoption for years and has a huge failure rate among companies. Here are some of the reasons why. Product is challenging to use: When a BI tool is not designed for business users, such as financial advisors and client associates who are primarily non-technical […]

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6 Benefits Of Business Intelligence

Wealth management firms that have embraced a comprehensive business intelligence (BI) program can: mitigate operational and regulatory challenges across the firm; gain visibility into investment analytics, client relationship management, performance reporting, compliance, and contact management; and generate more comprehensive management and client reports. On the other hand, wealth management firms with a more limited set […]

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