Alan Whitehouse's Ramblings

Continuing to work until my heavy investment in lottery tickets finally pays off….

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Archive for the ‘True Sky Planning’ Category

Update on the TGO Planning Solution

Posted by Alan on October 7, 2011

It has been a while since I did any serious posting.  My off hours have been busy with summer activities (mostly drinking beer and mojitos on the back deck) and work has been consumed with our new planning solution.  Any of you who have followed me know about my long and sordid history with planning solutions.  To avoid the pains of the past we here at TGO Consulting decided to take matters into our own hands and over the past 6 months have been working on building our own solution.

I am very happy to report that a half-year of joy, frustration, awe, anger and a dozen other emotions has finally resulted in our first release.  Below is our first semi-formal write-up for True Sky Planning, Budgeting and Forecasting.  I am sure it will undergo some marketing transformations as we refine our message, but it should give you a good overview of what we have accomplished.

* * * * * *
True Sky Planning, Budgeting and Forecasting™ is a powerful and flexible solution that helps organizations manage and streamline their planning process.  The basic philosophy of True Sky™ can best be described as:

  • Budget in Excel
  • Manage in SharePoint
  • Store in SQL Server

Read the rest of this entry »

Posted in Excel, SharePoint, SQL Server, True Sky Planning | Tagged: , , , | Leave a Comment »

Upcoming CFO Summit Events in Toronto and Ottawa

Posted by Alan on May 2, 2011

Just a quick reminder that TGO Consulting is hosting two events this week, one in Toronto and one in Ottawa.  The topic is “Driving Stronger Performance Starts with the Right Budgeting Solution”.  We have two guest speakers:

  • Leon Goren – President of Presidents of Enterprising Organizations and co-founder of JustWhiteShirts.com
  • Joel Freedman — Chief Financial Officer of Microsoft Canada

I will be showing some pre-release code of the new TGO Budgeting Solution along with some integration to the Microsoft BI stack.  Showing beta code is always interesting so if you ever wanted to watch me crash and burn, now is the time.

For move information or to register please visit the Training & Events page on the TGO website.

Posted in Microsoft, True Sky Planning | Tagged: , | Leave a Comment »

TGO Budgeting Solution – Why SharePoint for the Administration Interface

Posted by Alan on February 2, 2011

Today’s post on the TGO Budgeting Solution will discuss why we think SharePoint is the ideal interface for administering the solution.  At TGO Consulting, SharePoint is one of products that falls under our Business Intelligence practice.  We deploy SharePoint not only for the Business Intelligence features but for the traditional SharePoint features as well.  We started dabbling with SharePoint when it was SharePoint Portal Server 2003, advanced our usage with Microsoft Office SharePoint Server 2007 (driven largely by PerformancePoint Server) and have fully added it to our product mix with the SharePoint Server 2010 release.   We were even lucky to have an early adopter customer in the TAP program which allowed us to really take some arrows.

We knew for our budgeting solution we would need some interface to manage the administrative functions.   Read the rest of this entry »

Posted in SharePoint, True Sky Planning | Tagged: , , | Leave a Comment »

TGO Budgeting Solution – Why Excel for the End User Interface

Posted by Alan on February 1, 2011

As we at TGO Consulting were working on designing the high-level architecture plan for the TGO Budgeting Solution we had to decide upon the interface the end-user would use to interact with the system. In the past I have worked with solutions that use Excel for the interface, Office Web Components  presented through Internet Explorer and custom data grids that look like Excel but aren’t quite.  When it came time to decide we ultimately went with full-fledged Excel, even though there are some technical and business process challenges associated with using it.

So what were the factors that tipped the scales in favour of Excel?   Some of them were that:

Read the rest of this entry »

Posted in True Sky Planning | Tagged: , , , | 1 Comment »