Posts Tagged ‘reporting’

pharmacovigilance

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, […]

Mobile Sales Enablement

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 […]

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 […]

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. […]

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. […]

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 […]

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 […]

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 […]

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, […]

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, […]

Data Science Model Presentation

[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 […]

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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