Business software on-prem to online

Top 10 Reasons You Should Upgrade from D365 On-Prem to Online

Is your IT staff consumed with troubleshooting your company’s on-premise environment? Are you tired of paying for server upgrades and defending your network against hackers trying to get your data? Although change can be intimidating, it’s important to stay up with the times, and moving your CRM environment from on-premises to online has many significant…
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How to improve utilization

Getting a Read on Utilization

In the world of professional service firms and project-based businesses, managing utilization is key to running a profitable business. In an earlier blog post we discussed that “utilization” is really three separate metrics that need to be tracked in order to analyze how to improve utilization: the utilization rate (productive hours/total available work hours), the…
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Metrics to measure utilization

“Utilization” Is Not a Single Metric: The 3 Key Utilization Metrics

As a professional services firm or project-based business, there are two key factors to maximizing revenue – utilization and billing rate. While individual firms have some ability to manage billing rates, it is primarily driven by external factors – market fluctuations, economic issues, labor availability, regulatory changes – driving supply and demand. Utilization, on the…
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Better Collaboration with Dynamics 365 for Customer Engagement and Microsoft Teams

The modern sales process requires collaboration across sales, marketing, operations, logistics, accounting, and perhaps other staff when pursuing an opportunity. Microsoft Dynamics 365 for Customer Engagement (D365 CE) is the core tool to organize key sales-related information and to provide process tracking. Microsoft Teams is the ultimate collaboration platform from Microsoft. So, unsurprisingly, Microsoft has…
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Improving utilization for professional services firms

Let’s Talk About Improving Utilization

As a professional services firm or project-based business, you know improving utilization is key to your success. However, the number one challenge to measuring and managing utilization is disconnected, siloed business systems. Reliance on disparate systems and manual processes is an urgent and pervasive problem. Incomplete or even inaccurate data can result in slow and…
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Dynamics 365 Finance and Operations update

Evergreen: The Last Dynamics 365 Finance and Operations Upgrade

As companies grow, ERP complexity and customization increases. Therefore, upgrades can become intensive, disruptive, and time-consuming. It’s no wonder many companies will delay upgrades for long periods of time. Next to “new implementation,” no words may impact a client more than “upgrade.” After all, companies aren’t still on Microsoft Dynamics AX4 and Dynamics AX2009 because…
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Dynamics 365 implementation planning

The 3 Problems That Lead to Late, Over-budget Implementations

After working with Microsoft Dynamics AX/Dynamics 365 for Finance and Operations for the last decade as an end-user, implementer, consultant, and in sales. During that time I have participated in many of the following conversations: Dynamics implementations go over budget Add X months to your timeline for a realistic expectation Expect Change Orders in your…
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Business software on-prem to online

Top 10 Reasons You Should Upgrade from D365 On-Prem to Online

Is your IT staff consumed with troubleshooting your company’s on-premise environment? Are you tired of paying for server upgrades and defending your network against hackers trying to get your data? Although change can be intimidating, it’s important to stay up with the times, and moving your CRM environment from on-premises to online has many significant…
LEARN MORE
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