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
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…
LEARN MORE
Here’s a nifty trick to enable you to have both your NetSuite sandbox and your production environment open at the same time! As you likely know, NetSuite lets you select a specific role within either a sandbox or production in which to work. To have them both open at the same time, simply open one…
LEARN MORE
Microsoft Dynamics 365 Business Central continues to impress users with each update. Among the new Dynamics 365 Business Central features released with the April 2019 update is the Quick Entry functionality. The Quick Entry capability allows users to speed up the data entry process and set an entry path that can quickly be moved through.…
LEARN MORE
Have you been looking for a fast and simple solution to upload and attach files to records and easily organize them in your NetSuite File Cabinet? Whether you’d like to attach and save customer agreements to a customer master record or scanned vendor bills to a vendor bill transaction record, we recommend using the NetSuite…
LEARN MORE
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…
LEARN MORE
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…
LEARN MORE
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…
LEARN MORE
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…
LEARN MORE
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…
LEARN MORE
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
