Jon Acampora

Yes, Qlik Has Changed - And That’s Exactly the Point I recently saw a post that said, “Qlik isn’t the same company it was in 2016.” While I suspect it wasn’t meant as a compliment, here’s the truth: they’re absolutely right. If we were still the same company we were in 2016, we wouldn’t be prepared for today’s challenges. Ten years ago, dashboards were revolutionary. #AI was more sci-fi than reality. #Cloud was emerging, but many businesses were still on-prem. Fast forward to today, and everything has changed. Businesses don’t just need analytics - they need trusted, AI-ready data, automation, and real-time insights. That’s why Qlik has evolved into a true end-to-end data and AI platform - helping companies like Edeka, Vale, and Honda optimize operations, cut costs, and scale #AI with confidence. If you still think of Qlik as just a data visualization company, it’s time for a fresh look. We cover the full data and AI value chain - from ingestion and transformation to AI-powered insights and automation. We’re not just keeping up - we’re leading. And yes, changing. https://lnkd.in/ebNeGnpp

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I’ve been getting this question a lot today: “How does Claude with the NetSuite AI Connector compare to SuiteAnalyzer?” So I pointed Claude to the NetSuite reports that were exported by SuiteReports and stored in the File Cabinet, and then asked it for a professional-quality financial analysis. The result? Well, here it is. The details, including the full video and prompt, are available in this post: https://lnkd.in/e4igeHW9

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Anthropic’s Claude Opus 4 has quickly become my new go-to model for SuiteAnalyzer. Its consistency, clarity, and depth make it incredibly well-suited for analyzing NetSuite reports — especially in high-stakes scenarios like audit prep. This morning, I ran an audit-focused analysis using SuiteAnalyzer + Claude Opus 4. It surfaced: ✅ Major revenue & transaction irregularities ✅ Inventory valuation concerns ✅ Account balance discrepancies ✅ Working capital & liquidity issues ✅ Internal control red flags It even offered smart, actionable recommendations to help get ahead of the audit process. SuiteAnalyzer is bringing the power of Anthropic to NetSuite — and the results speak for themselves. 📊 Here's the full analysis: https://lnkd.in/eTnRPRT4

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Top-notch Power BI people should be working for themselves. In the United States the market rate for top notch Power BI work is $2500/day. If you can find ONE CLIENT that needs you ONE DAY A WEEK, you can earn $130,000 a year. If those numbers sound high (for people that don't know Power BI), the amount of value you can add to an organization in a short amount of time is very, very high. Many (maybe most) organizations are operating without a clear scoreboard on how they're performing or fair metrics that are helpful for making improvements. Top-notch work = (technical) handle data transformation and cleaning from data sources into middle layer and conformed into a great semantic model; develop complex calculations using DAX; (non-technical) expertise in at least one, preferably multiple, business subject areas; ability to lead a conversation around the metrics, incentives, and behaviors that drive business success. As a top-notch Power BI person, here's what I hear often, "We've been trying to get this done for six months and you helped us get it done in one day." If you're someone that can generate a response like that, you might consider working for yourself. If that's you and you need a nudge, reach out.

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They called me after the damage was done. $30M company. Just implemented Microsoft Dynamics. Spent $150K+ on customization with their implementation consultants. They brought me in to: Streamline their month-end close Set up processes for a potential sale in 2-3 years Help finish getting the system working properly But by the time I got there: The system was already over-customized. The close process was already broken. The damage was already done. Then new leadership came in and decided they didn't need my help after all. Here's what kills me: I could have prevented all of this. If they'd brought me in BEFORE the Dynamics implementation, here's what would have happened: Week 1-2: I'd understand how their business actually operates What their workflows are What data they actually need What decisions they're trying to make Week 3-4: I'd work WITH the implementation consultants to: Push back on unnecessary customization Redesign processes to fit system best practices Make sure they're not over-engineering simple problems Result: Spend $50-75K instead of $150K+ System that actually works Month-end close that's fast from day one Foundation ready for a sale Instead: The implementation consultants did what consultants do: Business asks for something → "Sure, we'll customize that" Every request becomes billable customization Six months later, $150K spent, system doesn't work Then they call me to fix it. But fixing a broken implementation costs almost as much as preventing it in the first place. This is the pattern I see constantly: Companies bring me in AFTER: The system is implemented (and broken) The money is spent The processes are a mess When they should bring me in BEFORE: Before choosing the system Before the implementation starts Before the consultants start customizing Why? Because I sit at the intersection of accounting + operations + technology. I can translate what the business needs into what the system should do. WITHOUT over-customizing. WITHOUT blowing the budget. WITHOUT creating a maintenance nightmare. But most companies don't know they need this until after the disaster. If you're about to implement an ERP (Dynamics, NetSuite, Sage, whatever): Bring someone in who can bridge the gap BEFORE the consultants start billing. It'll save you $50-100K and actually give you a working system. Don't call me after you've already spent $150K on customization. Call me before. #microsoftdynamics #technology #accountingsystems #implementation

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I've had a lot of conversations lately with finance leaders executing digital transformations with Dynamics 365 Finance, and I’m noticing a pattern. Many finance teams start out thinking the hardest part of these new processes is the initial setup. But the real challenge comes 6-12 months later.   Take recurring revenue models, for example. You get your subscription model running. Revenue is flowing. Your team has adapted to the new monthly close process. Everything looks good. Then you hit what we call the "maturity wall." Suddenly, manual workarounds start multiplying. Your team spends more time reconciling data than analyzing it. The processes that worked at 100 subscribers feel impossible at 1,000.  Our team explores this progression in "The Subscription Model Maturity Curve: Where Are You on the Journey?" It’s a framework to help finance teams assess where they are today and what it takes to move from manual survival mode to strategic leadership. https://hubs.ly/Q03zP01g0 If you’re on this journey, or working with clients in this space, this might be a helpful lens to bring into the conversation.   Where do you see your team on this curve? Are you preparing for launch, or feeling the growing pains of scale? 

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Accounting Software Won’t Fix Bad Records I’m often asked, “Which accounting software should we use?” The honest answer is: it matters less than people think — if the data going in is poor. I’ve seen CICs invest in good cloud software, only to end up with reports they don’t trust. Why? Invoices uploaded late, bank transactions left uncategorised, and nobody reviewing anything until year-end. The software did exactly what it was told — it just told the wrong story, very quickly. Good systems amplify habits. If your records are timely and accurate, software gives you clarity, control, and confidence. If they’re not, it simply produces bad information faster. The real win comes when software frees you — less manual work, better visibility, and proper conversations about sustainability instead of firefighting. If your CIC has software but no confidence in the numbers, that’s not a tech problem. Let’s fix the foundations first.

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Quick tip for anyone migrating legacy data into NetSuite: If your legacy system includes a posting period, make sure your summary trial balance journal entries are grouped by posting period—not transaction date. Technically, you can group by both. But here’s what happens: You’ll end up with multiple summary TB entries posted to the same period. Messy. Confusing. Not fun to review. I ran into this on a recent project with Aqua Advantage. During QA, I noticed there were multiple entries in a single period. After digging in, I realized I had grouped by transaction date instead of posting period. Once I adjusted the logic, everything lined up cleanly. 📌 TL;DR: Use posting period as your grouping key for summary TB entries. Have you run into this during a NetSuite migration? Would love to hear how you handled it.

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Qlik's Chief Strategy Officer James Fisher just dropped a bombshell at #QlikConnect 2025: native write back capabilities are coming to Qlik Cloud with a clear promise—"No re-loads, no third party tools." 💥 A Disruption in the Making? This raises an important question for the Qlik ecosystem: What does this mean for the thriving marketplace of third-party write back and planning solutions that have emerged to enhance Qlik's traditionally read-only BI platform? Over recent years, specialized vendors and tools like Write! - insightsoftware, Inphinity ∞, leitart, K4 Analytics, Vizlib - insightsoftware or Extend BI have built successful businesses addressing this exact capability gap. 🌐 The Strategic Value Proposition The business logic is compelling: integrating write back and planning capabilities with BI eliminates system breaks between actual and plan data, creating a closed-loop analytics experience. Users can analyze data and take action without switching contexts. 🔍 Beyond Basic Write-Back Is Qlik positioning itself as a key player in the rapidly expanding Corporate Performance Management (CPM) market, potentially disrupting some of its partners along the way? Here's my initial assessment: For vendors whose only value-add is basic write back functionality—yes, they face an existential challenge. But enterprise planning goes far beyond just write-back. A complete planning ecosystem also demands: -Sophisticated workflow capabilities -Advanced data spreading mechanisms -Integration with predictive analytics -Scenario and version management -Planning-specific security controls 🎤 Join the Conversation To explore this market disruption further, BARC hosts the webinar, "Planning with Qlik," on Tuesday, May 27, 2025, featuring BARC analyst Stefan Sexl alongside representatives from three leading vendors in this space: insightsoftware, Inphinity ∞, and leitart. 🔗 Register here: https://lnkd.in/dFaaYbtq Has Qlik just disrupted its partner ecosystem, or is this just the beginning of a new collaborative chapter? What's your perspective? I'm eager to hear your thoughts in the comments below. #QlikConnect2025 #BusinessIntelligence #CorporatePerformanceManagement #Analytics #DataStrategy

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Is it possible to schedule data loads in Oracle EPM Account Reconciliation or NSAR? I often hear the misconception that data loads in Oracle EPM Account Reconciliation (ARCS) can’t be scheduled. If you run into this, the first thing I recommend asking is: "What other Oracle EPM applications are you using?" Most of the time, the answer is "Planning" or "FCC." If that’s the case, you’re in luck. You don't have to settle for manual loads. By leveraging the EPM Pipeline in a sibling application like Planning, you can automate the entire process. Here is the workflow to get it done: 👉 Set the foundation: Configure your data load in Account Reconciliation. 👉 Connect the dots: Create a connection in EPM Planning to your Account Reconciliation environment. 👉 Build the Pipeline: In Planning, create a new Pipeline and select the "Import Balances" job type. 👉 Configure: Point it to your Account Reconciliation connection and select the specific data load you created in step one. 👉 Automate: Use a substitution variable for the period name to keep it dynamic, then schedule the Pipeline to run whenever you need it. The takeaway: The functionality is often already sitting in your toolkit—it just requires a little creative solutioning. I’ve always been a huge fan of Account Reconciliation because of how much manual effort it can save a finance team. If you’re curious about how ARCS can streamline your month-end or want to see these features in action, I’d love to chat. Did you know we also conduct trainings for consultants as well your internal teams. Would you like to see a demo or discuss how this could work for your team? Feel free to message me here on LinkedIn or reach out at arunraj@newarcconsultinginc.com. #oracleepm #oraclearcs #oraclecloud #epmpipeline #oracle #creativesolutioning #epm #epmaccountreconciliation #newarc #oracleace

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Also known as "number rows by partition" this is a super useful trick to have in your #PowerQuery arsenal. The basic goal is to provide each item in a group with a row number, restarting the numbering at row 1 when we move to the next group. As I'll show you, with the right recipe it's very easy. 💥 #Excel #PowerBI #DataPreparation #DataAnalysis

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