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Get practical guidance and strategic thought leadership in our resource hub, featuring in-depth articles, comprehensive guides, and our popular “Two Minute Tuesday” video tutorials.
The COVID-19 pandemic has been a catalyst for organisations to re-imagine FP&A. Learn about key planning trends that are driving organisational agility and empowering finance teams to drive execution of strategy.
Are you using Microsoft Dynamics 365 ERP or another cloud-based ERP? Learn how you can get more from your Financial Planning and Analysis capability in this video.
QMetrix is proud to be a Great Place to Work ® for the fourth consecutive year! 100% of our team say that we are a great place to work. Read about the win here.
Profisee has been ranked as Leader for Master Data Management solutions by Gartner. Learn why it has performed so highly, and why more organisations are choosing Profisee as its MDM solution.
Ataccama has been ranked as Leader for Data Quality solutions by Gartner and Forrester. Learn why it has performed so highly, and why more organisations are choosing Ataccama as its data quality solution.
Meet Nuwan Fernando, a Senior Consultant at QMetrix. He shares about his career at QMetrix, from the professional to fun side of things.
QMetrix has been awarded Workday Adaptive Planning APAC Partner of the Year for three years in a row. Discover how our partnership is driving finance forward.
Workday Adaptive Planning’s first major update for 2026 focuses on 3 key areas: scaling, streamlining and security enhancements. Read our breakdown of each.
View the latest, and past updates, of each released feature of Workday Adaptive Planning reviewed by our expert team on to enhance your instance.
How do you build trust in data fast enough to keep up with the pace of AI? We explored building data maturity, governance and strong foundations with data leaders at Ataccama FWRD. Here are our top takeaways.
QMetrix has been named Emerging Partner of the Year in APAC for data solutions; they empower clients to achieve data trust through the Ataccama ONE platform.
Is your data ready for AI? The success of your AI initiatives depends on your data quality. Learn how to avoid common pitfalls and ensure your data is accurate, consistent, and ready for AI-driven insights.
QMetrix is pleased to announce its partnership with Trintech, a leading provider of financial close and automation solutions.
Workday Adaptive Planning have just released new features and it’s all about making planning more intuitive. Read about the features here.
Want to use AI to forecast? See how you can apply predictive algorithms to real-world planning scenarios in Workday Adaptive Planning.
What are the defining trends for finance leaders in 2025? Learn about the importance of upskilling finance teams, adopting cloud-based solutions, and AI as a key enabler of integrated finance.
Learn how to enhance reporting workflows by integrating OfficeConnect with Microsoft Word and PowerPoint – especially useful for recurring reports like monthly executive summaries or board presentations.
The 2025R1 release introduces a range of powerful features designed to enhance collaboration and simplify reporting, including reports in dashboards, burst reporting, and the ability to share scenarios.
QMetrix is proud to be a Great Place to Work ® for the third consecutive year! 100% of our team say that we are a great place to work. Read about the win here.
QMetrix has been named Workday Adaptive Planning Partner of the Year in the region for the second time.
Discover the Workday Adaptive Planning 2025 R1 new features: Shared Scenarios, Matrix Reports on Dashboards, and enhanced data validation rules.
QMetrix partners with Ataccama to help organisations optimise data quality and data governance in Australia. Enhance data accuracy, consistency and compliance.
Our consultants share features and highlights of each new Profisee release, including the most useful and our favourite features of this MDM solution.
\Workday Adaptive Planning 2024 R2 release enables data edits in OfficeConnect, a Long-Running Processes report, and Archived Versions for safety.
Learn why finance leaders are choosing Workday Adaptive Planning for their financial planning and analysis needs, and 96% are willing to recommend it.
We co-hosted an event with Microsoft in Sydney and Melbourne for data leaders, discussing Microsoft Purview, Microsoft Fabric, Profisee MDM and empowering AI.
QMetrix is pleased to announce we are now ISO/IEC 27001 certified, demonstrating our commitment to information and data security.
QMetrix has again received the Great Place To Work® certification. 100% of our team agrees it’s a top-notch workplace, far above the Australian average of 56%.
How can a finance team set up their Workday Adaptive Planning instance to ensure the budget season runs smoothly? Here are 6 key areas to focus on.
QMetrix is named Winner of the 2024 Adaptive Planning Partner of the Year Award – APJ at the annual Workday Sales Kickoff
View the 2024 R1 Workday Adaptive Planning enhancements such as advanced reporting, stronger integration with Workday HCM, and improved modelling capabilities.
QMetrix, a professional advisory and consulting services firm, is now Platinum Solution Provider with Workday Adaptive Planning – one of only three in the APJ region.
Meet Daniel Negus, a Master Data Management Principal Consultant at QMetrix. He shares his insights into the IT industry, why MDM is growing, and his recommendation for a day out in Sydney.
Do you really need an FP&A or CPM solution when you have Excel? How do you evaluate and choose the right tool? What is the cost and return on investment?
Learn what high performing teams are putting into practice, and discover how rolling forecasts can empower your team to navigate an ever-changing landscape to drive business growth.
The 2023 R2 Workday Adaptive Planning release features: Enhanced reporting interactivity, improved performance for large data sets, and new dashboarding capabilities.
Meet Ted Ma, a Senior Consultant at QMetrix. He shares about his experience as a consultant and what an interesting client experience has taught him.
QMetrix is a Microsoft Solutions Partner for Data & AI. Learn about the designation and what it means for clients looking for a Microsoft partner.
Learn why more than 6,000 companies choose Workday Adaptive Planning to modernise their financial reporting and stay ready for what’s next.
Allied Health organisations need to continually invest in new equipment. How can finance leaders exercise prudent financial management and plan for capex investments?
Driver-based planning focuses on identifying an organisation’s key factors that drive success, then modelling business performance based on those key drivers. Here, we walk through how to do end-to-end driver-based planning in Workday Adaptive Planning.
A key challenge for finance leaders is managing cashflow to support operations and capital position to support strategic growth. Learn about the disciplines, processes and technology that can help you do this.
QMetrix has just been named a Great Place to Work®. Learn how we make culture a top priority and what our team has to say about working at QMetrix.
Allied Health organisations are facing a staff shortage. How can finance leaders work with HR to create a robust workforce plan and get the right people in the right positions?
Explore Workday Adaptive Planning 2023 R1: highlights include enhanced workforce planning, compensation grade modelling, and improved sheet management.
Thank you to our team, clients and partners for the past decade – what a journey it has been! Here are some thoughts as we celebrate our 10th anniversary.
Learn key elements of building reports in OfficeConnect including workbook properties, applying elements, copy and paste, and find and replace.
Discover how Alternate Calendars allow for different rollup structures and how Contra accounts can help align your Workday Adaptive Planning hierarchy with source systems.
The Workday Adaptive Planning 2022 R2 release features alternate calendars for multiple fiscal year-ends, improved modelling for acquisitions, and enhanced OfficeConnect.
We demonstrate multiple use cases of Virtual Versions in Workday Adaptive Planning and how to set these up for optimal reporting.
Modelled sheets are tabular style sheets which let you perform data entry to drive calculations. Learn how to create a modelled sheet in Workday Adaptive Planning.
See how the Workday Adaptive Planning 2022 R1 update offers faster planning cycles via flexible modelling, an enhanced user experience, and improved enterprise performance.
Creating your own formulas is an important step you can take to better analyse the data in your Workday Adaptive Planning model. In this article we show you how to create custom accounts and formulas.
We explore three features from the Workday Adaptive Planning 2021R2 release in detail: Explore Cell, Required Columns on Modelled Sheets, and Erase Data functionality
What does the “new normal” at QMetrix look like? Flexible work arrangements, a fully vaccinated team, and new practices to increase safety for our team and community.
QMetrix, a professional services company and Master Data Management consultancy, has achieved status as Profisee’s first Field Certified Partner – Gold status.
We reviewed the Workday Adaptive Planning 2021 R2 release: improved UI, dynamic OfficeConnect expands, sheet management, bulk data erasure features and more.
Here are ways users can build and structure web reports in Workday Adaptive Planning. The main concepts covered are Rolling 12 month reports, Timespan reports, and Previous Month YTD reports.
Here are some of the commonly used shortcuts, tips and tricks to help simplify and enhance your experience using Workday Adaptive Planning.
View the Workday Adaptive Planning 2021 R1 release notes: updates to the dashboard, modelling flexibility and expanded reporting capabilities in OfficeConnect.
Here we run through how to build a basic suite of graphics using the dashboard in Workday Adaptive Planning to review revenue performance.
Here are some of the commonly used shortcuts, tips and tricks to help simplify and enhance your experience using Workday Adaptive Planning.
What is MDM, why is it important, how do you manage it, and who should be involved? This article covers key MDM questions and best practices.
Do you trust your organisation’s data and use of data? Here are 3 ways CFOs can effectively leverage trusted data for business reporting and build the foundation for organisational resilience and agility.
Many organisations are now investing in automated solutions to adapt to the changed global business environment. Here are 3 cost-effective tools that can arm CFOs with the automated and flexible capabilities required for competitiveness.
The market will continue to be volatile. And now that we work in a digitalised world, businesses need greater agility than ever. Here are 3 key things organisations must have to optimise business performance in the new market.
How do you manage and restrict data access in your Power BI model? Learn how you can leverage the Row Level Security (RLS) feature.
Get the latest updates: Our consultants share the highlights of each new release of IBM Planning Analytics (TM1).
While spreadsheets can be a good personal productivity tool, their limitations can cause significant financial and operation harm for organisations. Here are 4 key benefits organisations can immediately gain from replacing them.
The 2020 R2 release boosts Workday Adaptive Planning with personal dashboard views, derived dimension values, and enhanced OfficeConnect tools. See more.
QMetrix has secured a contract with the City of Sydney to provide a Customer Master Record Solution and Data Management Platform for the Unified Customer View Project.
Building on its success in the Australian market, QMetrix has launched into South East Asia via its local office in Singapore.
Get the latest updates on this Business Intelligence tool. Our consultants share the highlights of each new release of IBM Cognos Analytics.
Here are the 9 most common pitfalls we have encountered with Excel models – and how they can be overcome with a budgeting and planning CPM software solution.
QMetrix has achieved Microsoft Gold Partner status in the Data Platform competency. It demonstrates the best-in-class capabilities QMetrix has within this Microsoft solution area.
OfficeConnect is an add-on for Excel. With it, you can build reports using OfficeConnect features, while making use of familiar Excel functionality. Learn how here.
Budgeting, forecasting and reporting is a necessary but often expensive process. Planning solutions might look like just another cost – but what is the true opportunity cost and Return on Investment?
Bring sheets and visualisations together on one dashboard for a consolidated view, and see the impact of your changes in real time. Learn how to set up Active Dashboards in Adaptive Insights.
There are a few ways to export data out of Workday Adaptive Planning – each with its strengths and limitations. Explore the different ways, including the lesser known Matrix Report.
When designing your dashboard, follow these 6 key principles. It will make it easier for your stakeholders to consume information, glean insights and engage meaningfully.
Can you confidently explain how every number is derived or explain variance? Generating an accurate and useful financial budget is essential – here’s how finance teams can achieve that goal.
Want to use your CRM system to master customer data? When you choose an application not designed to maintain data quality, these are 2 issues you will encounter.
We explain the main components of Power BI architecture, security considerations and a few other features you should understand to enable a better implementation upfront.
When it comes to designing a dashboard, where do you start? How can you design it in such a way to get optimal value for your stakeholders a.k.a. “information consumers?
What is Master Data, why is it so crucial for businesses, and how can you talk to stakeholders about it? Scott Taylor, The Data Whisperer, shares his expertise on this matter.
This accreditation highlights QMetrix’s proven track record of delivering quality implementations that result in client success.
Everyone relies on reports to understand how their business is performing and to make decisions. But how do you create accurate, timely and insightful reports that engage stakeholders?
In this podcast for finance executives, Brett Ruwoldt shares about common challenges faced by finance teams and best practice solutions to get results.
What is the difference between a Data Lake and Staging Layer? We explain what they are, and the differences when it comes to development, users and security so you can decide which your business needs.
Explore the Workday Adaptive Planning 2020 R1 release: Median and percentile summarisation, global calculations, and dual axis charting enhancements.
A Proof of Concept is a demo personalised to your business. It can demonstrate the value of implementing a solution in your business before you fully invest. Here’s how it works.
At the heart of every government body is the service it provides to its constituents. How can Australia’s public sector uncover data and leverage insights to drive service impact where it matters?
When deciding among the initiatives that are supposed to boost value, how can FP&A drive the right strategic choices for the company?
While a powerful feature, modelled sheets can be difficult to troubleshoot. Discover our tips and tricks for drilling into calculations and creating audit sheets.
The newer version of Cognos Analytics emphasises self-service and user experience while still delivering the business intelligence capability it is renowned for. Here are features of the upgraded Cognos Analytics.
Web Reports are built and maintained in your Adaptive Planning instance, here are our best practice tips to make the most out of Web Reports.
No department can do its job without the others. But somehow when it comes to numbers, it can feel like finance is stuck in a silo. How can you improve collaboration and drive accountability in the planning process?
Does your business need Operational MDM or Analytical MDM? Explore the different approaches and its features to determine which you need.
The latest iteration of Planning Analytics has introduced a new Excel add-in for end users – PAX. Here are its key features and why you will want an upgrade from its predecessor, TM1 Perspectives.
Financial reporting is a tricky balancing act. Here are 3 steps to improve your financial reporting – and get your stakeholders the information they need.
Scrambling to put together the budget, only to have it outdated in months? Learn how to achieve business agility in today’s fast moving world.
The nature of work has undergone a dramatic change. How can HR, together with finance and executives, plan for their greatest asset – people?
Versions are the models and data representing your business financials in Workday Adaptive Planning – here are our best practice tips on how to manage them.
Preparing budgets in Excel can be resource intensive and error prone. Learn how the best-run companies have streamlined the process.
In reality there are no yearly boundaries – so fixed budgets using traditional methods just don’t work anymore. What can you do about it?
As accountants, we all know the value of rolling forecasts. Most of us have the vision, but quite often we are lacking on the execution. So what are the top 5 tips for rolling forecast success?
No matter how well thought-out your business strategy is, plans change. Is your FP&A equipped to be part of the strategy conversation?
Learn why businesses are shifting their budgeting and forecasting management to Adaptive Insights cloud technology. How does it compare?
Doing annual budget and monthly forecast cycles in Excel takes a lot of resources. But what if you could slash your cycle times by 90%? What’s the ROI?
Excel has its purpose in the planning process, but when modelling Life of Mine plans there are unique challenges. What are these challenges and how can the mining industry solve this?
IGO’s Group Finance Manager, Struan Richards, shares his advice for implementing a solution and choosing a project partner.
Did your most recent budgeting experience leave you feeling burnt out and frustrated? Make the next cycle better with these top 3 best practices.
Power BI is a proven game changer compared to many data visualisation tools. Is it the best Business Intelligence option for your business? Let’s find out.
Importance of Personnel Planning Personnel planning and budgeting can be a painful and laborious exercise, especially when you have to source your own data and put together a complex spreadsheet. Personnel and payroll planning is extremely critical to get right in order for the business to be successful. Employee costs tie in directly with profitability, […]
You might have noticed some changes around here. When we first embarked on this change, these are the things we set out to accomplish – keeping you, our clients, at the core.
Driver-based planning is an incredibly useful and powerful concept. Learn what it is, how to implement it and the key benefits.
A good BI strategy will put in place the necessary framework to ensure a widely adopted BI system. Learn how to build a successful strategy.
Budgeting and Forecasting in Excel spreadsheets is fraught with danger. Here are the top 7 indicators or signs that you should be moving away from it.
Don’t get confused into thinking that BI is simply a reporting and monitoring tool. Discover the real value it can provide to your business.
Profisee, a leading data management technology company, is expanding its partnership in Australia with QMetrix as a Value Added Reseller.
It’s June and yet again you’re spending late nights getting the budget ready. Why is this happening again – and how can you change that?
Solve your Dynamics planning and reporting issues today. More than 400 customers integrated Adaptive Insights with Dynamics.
With a growing importance and focus on business performance, the latest version of Adaptive Insights 2017.2 has stepped up to empower the user with next level analytics and reporting with a couple of clicks.
When taking a slice, snapshot or creating an active form from within a cube view the formatting is not retained in the excel output. What can you do?
What is a Cognos Active Report? A Cognos Active Report is essentially a standalone report that can be viewed offline disconnected from the network, but still contain all the interactivity of a live connected report including drill through and drill downs to detail. This allows your report consumers to receive for example, a highly interactive […]
Following the IBM Insight 2015 event, IBM announced “IBM Planning Analytics” as a cloud offering going live for customers today. The offering includes a combination of technologies such as TM1, Watson Analytics and Cognos BI…
For list reports that extend beyond the screen or page, it is often useful to freeze the list headings to give context to the users as they scroll down.
Budgeting and forecasting is an essential part of any business and is typically hard to get right. Can the right software really help, and if yes, how do you choose what’s best for your business?
The latest version of IBM Cognos Express is now available and includes major changes. Cognos Express will no longer be a single product install from this release onwards and is essentially enterprise versions of Cognos TM1 and Cognos Business Intelligence products. This means…
As your organisation grows and changes, the once manageable spreadsheet budgeting and reporting model soon becomes unwieldy, inefficient and a business liability
A properly designed and implemented BI solution embedded into your existing application can unlock hidden value in your product and help you beat your competitors to untapped markets.
QMetrix was represented at the annual IMUN (M3/Movex User Group) conference in sunny Gold Coast by Brett Ruwoldt and Michael Coyle.
Smaller organisations may have considered that undertaking such a strategic initiative is solely the domain of larger organisations citing prohibitive…
Optimising your fleet and strategic management of shipping and delivery can yield significant improvements in profits and reduce costs. Scheduling and managing delivery of goods can be a very intensive exercise with so many…
Managing debtors is a key function of any business. Here is how you can do simple and effective analysis of your debtors ledger to take back control.
[Webinar] In this webinar, we discuss the challenges and opportunities finance leaders face in the Professional Business Services sector, and how they can drive better planning and improve performance.
[Webinar] We discuss what financial management and strategic planning looks like for health and aged care organisations, alongside CFOs of Infinite Care and ECH, Zane Ali and Merrin Nancarrow.
In this whitepaper, we explore the challenges faced by finance teams in professional services. We discuss their role in strategic planning, mitigating risks, and enhancing overall efficiency.
[Fact sheet] Do you need Workday Adaptive Planning if you already use Power BI? While both tools are powerful, they serve different purposes in an organisational setting.
[Webinar] In the not-for-profit section, we often hear “do more with less”. But how? In this webinar for finance leaders, we discuss the challenges and opportunities in FP&A for NFPs.
[Webinar] Are you using Microsoft Dynamics 365 ERP or another cloud-based ERP? Learn how you can get more from your Financial Planning and Analysis capability in this video.
[Whitepaper] Read about the challenges in aged care and the role finance plays to mitigate financial risks, ensure compliance, and enhance overall efficiency.
Discover insights from Harvard Business Review’s report on AI adoption, challenges, and strategies. Learn how businesses can build a solid data foundation to leverage AI effectively.
Watch demos of Profisee: the
industry’s only Adaptive MDM Platform with native Microsoft integrations.
[Report] What are the cost savings and business benefits enabled by Workday Adaptive Planning? This research tells you the return on investment (ROI) organisations have gotten from it.
[Comparison List] Considering which EPM or FP&A technology will best fit your finance team and organisation? Refer to this handy sheet of features, strengths and limitations to decide.
[Whitepaper] What challenges are finance teams in Allied Health and related organisations facing, and how these can be effectively tackled? Read the whitepaper here.
[Webinar] The COVID-19 pandemic has been a catalyst for organisations to re-imagine FP&A. Learn about key planning trends that are driving organisational agility and empowering finance teams to drive execution of strategy.
[Report] Harvard Business Review surveyed executives around the world on effective strategies to bolster enterprise data management. Learn how organisations are investing in their data strategy and which are most effective.
The most successful NFPs are those that can leverage robust financial management to maximise impact. Here are 3 key things that CFOs of NFPs need to consider.
[Whitepaper] What does financial management and strategic planning look like for not-for-profits? From deep experience working with not-for-profits we share the challenges they face and how these can be tackled.
[Resource] Businesses can no longer afford to be reactive. Instead, they must be able to anticipate market changes and respond ahead of time. Here are 4 ways CFOs can lead business agility.
[Resource] Organisations are navigating uncharted waters in the post-pandemic business environment. CFOs now have an opportunity to rethink the organisation. Here are 3 lessons CFOs must learn from COVID-19.
This resource covers what is master data, why bother, and where to start. We dive into deciding what Master Data to manage, how to create and maintain a Master List, Versioning and Auditing and more.
[Resource] Annual budgets get outdated, while rolling forecasts happen on a regular cadence and help you optimise decision making based on facts relevant to today. Learn how to get the business on board with rolling forecasts.
[Guide] When purchasing a planning solution, you want to find the right technology for your organisation’s specific needs, and the right partner to support your needs and goals. Here are 5 steps to getting that right.
[eBook] Why is corporate reporting so challenging? You have plenty of information to work with. But why is it so hard to create timely, accurate reports?
Trying to make sense of a complex enterprise information landscape? Here are 9 practical steps to help your organisation move forward.