Local insights paired with regional expertise
We partner with finance and data leaders to tackle complex operational challenges, combining practical consulting with implementation expertise.
With team members across New Zealand and Australia, QMetrix offers regional consultancy expertise paired with deep local insights to our clients in New Zealand. As your co-pilots, we go beyond just software delivery, to solving your challenges as part of your team.
Our platform expertise: Accelerating
your finance and data management capabilities
We specialise exclusively in a select group of market-leading platforms. From eliminating spreadsheet reliance to mastering complex data hierarchies, we help you achieve meaningful results.
Workday Adaptive Planning
Partnering with QMetrix liberates your finance team from frustrating spreadsheet pain, enabling faster, confident, data-driven decisions that elevate you to strategic business partners.
Adra by Trintech
Streamline and automate your financial close process, guaranteeing accurate reconciliations so your team gains valuable time back and improves overall governance.
Ataccama
We deliver comprehensive Data Quality and Governance solutions, ensuring your data assets are consistently reliable, mitigating risk, and enabling accurate, competitive decision-making.
Profisee
Transform fragmented enterprise data into a single, trusted source of truth, establishing a robust governance foundation with a market leading Master Data Management platform.
Transform your finance function
Solutions for Finance teams in New Zealand
QMetrix help finance teams move beyond manual spreadsheets, disconnected processes, and slow reporting cycles so they can plan with more confidence, respond faster, and play a more strategic role in the business.
Transform your Data Management function
Solutions for Data Management teams in New Zealand
We transform fragmented data into a secure, governed and strategic asset. Our solutions empower organisations to scale with confidence and clarity.
Why QMetrix
Trusted experts in New Zealand
When you’re implementing a software, finding the right partner who understands you and will work closely to deliver on your goals is important. Here are some reasons why QMetrix is a partner of choice for organisations in New Zealand.
Trusted co-pilots
QMetrix is not a giant global consultancy or small reseller; we are a good-sized team who treat every project with dedication. We design with your requirements in mind from day one – reducing risk, avoiding rework, and ensuring smoother implementation.
High security standards
Our Information Security Management Systems are ISO/IEC 27001 certified, giving you peace of mind, especially where data privacy and cybersecurity regulations are crucial.
Specialised expertise
We maintain a deep focus on specific Finance and Data Management services and platforms. This makes us experts in those areas and we are known to navigate complex configurations – and simplifying them for success.
Proven regional success
We have a proven track record of 100+ implementations in the region, and have awards including APAC Workday Adaptive Planning Partner of the Year (2024 – 2026).
Your trusted partner for performance and growth
Our team’s credibility is built on deep specialisation. It includes CA/CPA-qualified finance professionals who understand your world and skilled data specialists with unrivalled platform expertise. This commitment to excellence is reflected in our ISO/IEC 27001 certification, our multiple awards as APAC Workday Adaptive Planning Partner of the Year, our certification as a Great Place to Work, and more.
100+ Implementations
ISO/IEC 27001 certified
CA/CPA and data experts
OUR CLIENTS
Testimonials
“From project management, to implementation, to hyper-care, they have always been on time, delivered on scope, and within budget.
Meetings were to the point, we received good status update reports, and they executed really well. I am very happy to recommend QMetrix.”
Zane Ali
Chief Financial Officer
“Working with QMetrix was so straightforward. They were responsive, knowledgeable and solution oriented. We thought the project would be harder and it would take longer to see the benefit, but things went very smoothly.
We loved working with the team who were so enthusiastic and helpful in trying to solve our problems and get us to the best possible outcome.”
Joanne Papworth
Head of Finance and Commercial
“We no longer have to manually source, integrate and align data from multiple systems to get what we need. The data integrates with the platform and makes it easily available for consumption through an integration layer or MDM reporting functionality.”
Senior Data Analyst
Large energy company
Deepen your knowledge
Get practical guidance and strategic thought leadership in our resource hub, featuring in-depth articles, comprehensive guides, and video tutorials.
Workday Adaptive Planning Release 2024 R1 Review
View the 2024 R1 Workday Adaptive Planning enhancements such as advanced reporting, stronger integration with Workday HCM, and improved modelling capabilities.
Get to know Nuwan Fernando, Senior Consultant at QMetrix
Meet Nuwan Fernando, a Senior Consultant at QMetrix. He shares about his career at QMetrix, from the professional to fun side of things.
A Hat-trick of Excellence: QMetrix is 2026 Workday Adaptive Planning APAC Partner of the Year
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 Release 2026 R1 – Review: March 2026
Workday Adaptive Planning’s first major update for 2026 focuses on 3 key areas: scaling, streamlining and security enhancements. Read our breakdown of each.
Workday Adaptive Planning Release Notes
Get the latest updates and highlights of each new released feature of Workday Adaptive Planning to enhance your instance.
What data-driven organisations should pay attention to in 2026
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 Wins Ataccama’s Emerging Partner of the Year (APAC) Award
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.
Why Data Quality is critical for AI
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.
How finance leaders in Professional Business Services can navigate challenges with confidence
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.
QMetrix partners with Trintech to help finance teams close faster with confidence
QMetrix is pleased to announce its partnership with Trintech, a leading provider of financial close and automation solutions.
Workday Adaptive Planning Release 2025 R2 – Review: September 2025
Workday Adaptive Planning have just released new features and it’s all about making planning more intuitive. Read about the features here.
Predictive Forecasting in Workday Adaptive Planning
Want to use AI to forecast? See how you can apply predictive algorithms to real-world planning scenarios in Workday Adaptive Planning.
2025 Financial Planning Trends Every CFO Should Know
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.
How to use Workday Adaptive Planning OfficeConnect in Word and PowerPoint
Learn how to enhance reporting workflows by integrating OfficeConnect with Microsoft Word and PowerPoint – especially useful when recurring reports like monthly executive summaries or board presentations.
Workday Adaptive Planning 2025R1 release – what’s new
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.
Insights for finance leaders in Health and Aged Care
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.
QMetrix is a Great Place to Work ® in 2025 – for the third year running
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.
QMetrix is 2025 APAC Workday Adaptive Planning Partner of the Year
QMetrix has been named Workday Adaptive Planning Partner of the Year in the region for the second time.
Workday Adaptive Planning Release 2025 R1 – Review: March 2025
Discover the Workday Adaptive Planning 2025 R1 new features: Shared Scenarios, Matrix Reports on Dashboards, and enhanced data validation rules.
QMetrix Joins Ataccama as a Reseller Partner to Drive Data Quality and Data Governance Innovation
QMetrix partners with Ataccama to help organisations optimise data quality and data governance in Australia. Enhance data accuracy, consistency and compliance.
The Future of Finance in Not-for-Profits
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.
Profisee releases – what’s new
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 Release 2024 R2 Review
The Workday Adaptive Planning 2024 R2 enables data edits in OfficeConnect, a Long-Running Processes report, and Archived Versions for safety.
Workday is a 2024 Gartner® Customers’ Choice for Financial Planning Software
Learn why finance leaders are choosing Workday Adaptive Planning for their financial planning and analysis needs, and 96% are willing to recommend it.
Fabricating the Future: AI Mastery with Profisee MDM and Purview Data Governance Events
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 ISO/IEC 27001 certified: Information Security Management System
QMetrix is pleased to announce we are now ISO/IEC 27001 certified, demonstrating our commitment to information and data security.
QMetrix is a Great Place to Work® again in 2024
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 to Prepare for a Great Budget Process
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: 2024 APJ Workday Adaptive Planning Partner Of The Year
QMetrix is named Winner of the 2024 Adaptive Planning Partner of the Year Award – APJ at the annual Workday Sales Kickoff
QMetrix awarded Workday Adaptive Planning Platinum Solution Provider status
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.
Get to know Daniel Negus, Principal Consultant at QMetrix
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.
A guide to selecting the right Financial Planning and Analysis solution
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?
Rolling forecasts: What, why and how to make it happen
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.
Get to know Ted Ma, Consultant at QMetrix
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 achieves Microsoft Solutions Partner designation
QMetrix is a Microsoft Solutions Partner for Data & AI. Learn about the designation and what it means for clients looking for a Microsoft partner.
Workday is recognised as a 2023 Gartner® Peer Insights Customers’ Choice for Financial Planning Software
Learn why more than 6,000 companies choose Workday Adaptive Planning to modernise their financial reporting and stay ready for what’s next.
How to assess and plan for capex investments in Allied Health
Allied Health organisations need to continually invest in new equipment. How can finance leaders exercise prudent financial management and plan for capex investments?
How to set up driver-based planning in Workday Adaptive Planning
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.
Cashflow and capital management for Allied Health organisations
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 is officially a Great Place to Work®
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.
Workforce planning for Allied Health organisations – what is the office of finance’s role?
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?
QMetrix celebrates 10 years
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.
How to maintain and update OfficeConnect reports
Learn key elements of building reports in OfficeConnect including workbook properties, applying elements, copy and paste, and find and replace.
Workday Adaptive Planning Alternate Calendars And Contra Accounts
Discover how Alternate Calendars allow for different rollup structures and how Contra accounts can help align your Workday Adaptive Planning hierarchy with source systems.
How to create virtual versions in Workday Adaptive Planning
We demonstrate multiple use cases of Virtual Versions in Workday Adaptive Planning and how to set these up for optimal reporting.
How to create modelled sheets in Workday Adaptive Planning
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.
How to create custom accounts and formulas in Workday Adaptive Planning
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.
Workday Adaptive Planning Features: Explore Cell, Required Columns on Modelled Sheets, and Erase Data functionality
We explore three features from the Workday Adaptive Planning 2021R2 release in detail: Explore Cell, Required Columns on Modelled Sheets, and Erase Data functionality
The new normal: Flexi-work and vaccinations at QMetrix
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 is Profisee’s first Field Certified Partner – Gold Status
QMetrix, a professional services company and Master Data Management consultancy, has achieved status as Profisee’s first Field Certified Partner – Gold status.
How to create dynamic web reports in Workday Adaptive Planning
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.
OfficeConnect enhancements for Workday Adaptive Planning
Here are some of the commonly used shortcuts, tips and tricks to help simplify and enhance your experience using Workday Adaptive Planning.
Effective Not-for-Profit Strategy: Financial Management & Planning
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.
Introduction to dashboards in Workday Adaptive Planning
Here we run through how to build a basic suite of graphics using the dashboard in Workday Adaptive Planning to review revenue performance.
Productivity tips for Workday Adaptive Planning
Here are some of the commonly used shortcuts, tips and tricks to help simplify and enhance your experience using Workday Adaptive Planning.
Master Data Management – What, why, how and who
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.
3 Ways CFOs Can Leverage Trusted Data Solutions | QMetrix
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.
Tools that help CFOs build speed and flexibility into their forecasting, reporting and analytics
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.
How to optimise financial performance in a volatile market
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.
Restricted data access and Row Level Security (RLS) in Power BI
How do you manage and restrict data access in your Power BI model? Learn how you can leverage the Row Level Security (RLS) feature.
IBM Planning Analytics releases – what’s new
Get the latest updates: Our consultants share the highlights of each new release of IBM Planning Analytics (TM1).
The financial benefits of automated planning and reporting
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.
QMetrix wins contract with City of Sydney
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.
QMetrix expands to South East Asia
Building on its success in the Australian market, QMetrix has launched into South East Asia via its local office in Singapore.
IBM Cognos Analytics releases – what’s new
Get the latest updates on this Business Intelligence tool. Our consultants share the highlights of each new release of IBM Cognos Analytics.
9 Reasons Finance Teams Are Choosing CPM Software Over Excel
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 achieves Microsoft Gold Partner status
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.
Workday OfficeConnect Customised Reporting
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.
The true ROI of a planning solution
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?
Workday Dashboard Examples: How To Set Up Active Dashboards
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.
Exporting data out of Adaptive Insights / Workday Adaptive Planning – best practice tips
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.
BI Dashboards: Visualisation techniques, design elements and screen real estate
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 back your numbers and decisions?
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.
Don’t make CRM your master – here are 2 reasons why
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.
Power BI architecture and security – what you need to know
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.
BI Dashboards: How to approach design with purpose (with case studies)
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?
Master data as the foundation of digital transformation
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.
QMetrix awarded Adaptive Insights Preferred Accreditation Level, Platinum Solution Provider
This accreditation highlights QMetrix’s proven track record of delivering quality implementations that result in client success.
4 Common Reporting Challenges And Considerations | QMetrix
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?
Challenges and solutions in Corporate Performance Management for finance executives (podcast)
In this podcast for finance executives, Brett Ruwoldt shares about common challenges faced by finance teams and best practice solutions to get results.
Data Lake versus Staging Layer – what is the difference?
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.
Get A Proof Of Concept For Business Solutions | QMetrix
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.
Unlock Insights with Public Sector Analytics Solutions | QMetrix
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?
How do you know your plan is the best plan?
When deciding among the initiatives that are supposed to boost value, how can FP&A drive the right strategic choices for the company?
Modelled Sheet Audits in Adaptive Planning – best practice tips and tricks
While a powerful feature, modelled sheets can be difficult to troubleshoot. Discover our tips and tricks for drilling into calculations and creating audit sheets.
Should You Upgrade to Cognos 11?
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.
Tips for best practice Web Reports in Adaptive Planning
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.
How to increase cross-departmental engagement in your planning process
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?
Operational or Analytical MDM – which is right for you?
Does your business need Operational MDM or Analytical MDM? Explore the different approaches and its features to determine which you need.
IBM Planning Analytics for Excel (PAX) vs TM1 Perspectives
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.
How to improve your financial reporting process
Financial reporting is a tricky balancing act. Here are 3 steps to improve your financial reporting – and get your stakeholders the information they need.
Can you recover from static planning in 2020?
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.
Why workforce planning matters now more than ever
The nature of work has undergone a dramatic change. How can HR, together with finance and executives, plan for their greatest asset – people?
Managing Versions in Adaptive Planning
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.
Plan, budget and forecast in the cloud
Preparing budgets in Excel can be resource intensive and error prone. Learn how the best-run companies have streamlined the process.
The demise of traditional budgeting
In reality there are no yearly boundaries – so fixed budgets using traditional methods just don’t work anymore. What can you do about it?
5 Top Tips For Enhanced Rolling Forecast Success | QMetrix
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?
Stop planning, start travelling: Strategy is a journey
No matter how well thought-out your business strategy is, plans change. Is your FP&A equipped to be part of the strategy conversation?
Adaptive Insights: A cloud based approach to planning
Learn why businesses are shifting their budgeting and forecasting management to Adaptive Insights cloud technology. How does it compare?
Planning Solutions for SMEs – what is the ROI?
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?
10 Challenges For Life Of Mine Planning In Excel | Mining Industry | QMetrix
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?
How to implement a reporting and budgeting solution, and choose a project partner
IGO’s Group Finance Manager, Struan Richards, shares his advice for implementing a solution and choosing a project partner.
Apply these top 3 budgeting best practices – so the next budgeting cycle doesn’t have to be a nightmare
Did your most recent budgeting experience leave you feeling burnt out and frustrated? Make the next cycle better with these top 3 best practices.
Strengths and limitations of Power BI
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.
Painful Personnel Planning
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, […]
There have been changes at QMetrix – and you are at the centre of it
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.
Benefits of Driver-Based Planning & How To Implement It | QMetrix
Driver-based planning is an incredibly useful and powerful concept. Learn what it is, how to implement it and the key benefits.
How to build a successful Business Intelligence (BI) strategy
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.
Top 7 tell-tale indicators that you shouldn’t Budget in Excel
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.
Why do I need a Business Intelligence solution?
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.
QMetrix Expands Partnership with Profisee® to Become Value Added Reseller of the Profisee Platform®
Profisee, a leading data management technology company, is expanding its partnership in Australia with QMetrix as a Value Added Reseller.
Completing your budgets at the eleventh hour?
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?
Tomorrow starts now – integrate Adaptive Insights with Dynamics
Solve your Dynamics planning and reporting issues today. More than 400 customers integrated Adaptive Insights with Dynamics.
Adaptive Insights 2017.2 release
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.
TM1: Default Formatting for Slice, Snapshot & Active Forms
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?
Review of Cognos Active Reports
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 […]
IBM Planning Analytics
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…
Cognos Freezing Panes in List Reports
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 Software
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?
Cognos Express 10.2.2 – Major Update
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…
Has your budget spreadsheet model spiralled out of control?
As your organisation grows and changes, the once manageable spreadsheet budgeting and reporting model soon becomes unwieldy, inefficient and a business liability
Embedded BI
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 at IMUN (M3 User Group) Event
QMetrix was represented at the annual IMUN (M3/Movex User Group) conference in sunny Gold Coast by Brett Ruwoldt and Michael Coyle.
Data-Warehousing For Small Businesses & Medium Enterprises | QMetrix
Smaller organisations may have considered that undertaking such a strategic initiative is solely the domain of larger organisations citing prohibitive…
Logistics & Fleet Analytics
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…
Debtors Analytics – the last frontier?
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.
Financial and strategic planning for professional services
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.
Workday Adaptive Planning vs Power BI: Choosing the right tool for your needs
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.
Maximising FP&A Potential – Tips for Cloud-Based ERP Users
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.
Financial and strategic planning for aged care organisations
Read about the challenges in aged care and the role finance plays to mitigate financial risks, ensure compliance, and enhance overall efficiency.
The Age of AI: Report by Harvard Business review Analytic Services
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.
Profisee demos
Watch demos of Profisee: the
industry’s only Adaptive MDM Platform with native Microsoft integrations.
Understanding Workday Adaptive Planning’s Economic Value
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.
CPM Technology Comparison List – Workday, IBM and Anaplan
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.
Financial and strategic planning for Allied Health organisations
What challenges are finance teams in Allied Health and related organisations facing, and how these can be effectively tackled? Read the whitepaper here.
How Cloud ERP Users Can Get More From Their FP&A Capability
[Video] Learn how Microsoft Dynamics 365 and other cloud-based ERP users can get more from their Financial Planning and Analysis capability.
MDM in digital business transformation webinar
[Resource] 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.
Reimagining Financial Planning and Analysis (FP&A) in a post-COVID world
[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.
2021 Harvard Business Review Analytics Services pulse survey: The path to trustworthy data
[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.
3 Ways the CFO of a not-for-profit can drive better financial management
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.
Four ways CFOs can lead business agility
[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.
Three lessons CFOs must learn from COVID-19
[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.
What is Master Data? Why bother and how to get started
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.
5 Steps to getting your business on board with rolling forecasts
[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.
Financial planning solutions: A buyer’s 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.
How to solve the top reporting challenges
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?
9 Steps to getting started with Master Data Management (MDM)
Trying to make sense of a complex enterprise information landscape? Here are 9 practical steps to help your organisation move forward.