As start-up cannabis businesses experience success, they often discover their software tools can’t keep up with the accelerated pace. Production may fall behind customer demand, either turning into lost opportunities to generate more revenue, or more revenues with decreasing margins. We collaborate with cannabis business owners and management teams every day. This gives us a…
Background Founded in 1992, CertaPro Painters® focuses on providing customers with an extraordinary experience. Whether that project is in a home or commercial property, what matters most is the client’s complete satisfaction. Everything they do, their whole reputation, is about ensuring a successful project for the customer. Business Challenges For a services firm like CertaPro,…
In our prior business process post we defined what a business process is, and outlined some simple methods you can use to build an effective process library. To review that post, see: Building and Enhancing Business Process Documentation During lunch with a colleague of mine, we were discussing some networking opportunities he was engaged in…
You just invested in a Microsoft Dynamics solution. Perhaps the implementation is complete, your users are comfortable with the technology, and your business is already realizing key benefits—whether it’s generating new revenue streams, streamlining workflows, providing access to actionable intelligence, or a combination of all three. Now it’s time to ensure the solution continues to…
I’ve spent a lot of time over the last twenty plus years implementing ERP’s. During an ERP implementation, a requirements analysis is completed. Understanding current processes and workflows provides a firm foundation for the implementation’s requirements gathering Fit/Gap analysis and system configuration tasks. Implementation requirements gathering is usually an overview of critical functionality. In most…
This article is the fifth in a series highlighting the 7 ways field service operations can increase customer satisfaction. Be sure to check out the first four articles on Enhancing Communication, Field Service Feedback, Field Service Mobility, and Field Service Training. You’ve probably heard the old adage ‘if it ain’t broke, don’t fix it’. While this philosophy…
Client Overview McCutcheon Enterprises, Inc. (MEI) is a leading provider of waste management and regulatory support solutions. With a commitment to environmental stability and cost-effective project management, MEI sought to optimize its operations by consolidating its Microsoft 365 and Microsoft Dynamics 365 platforms. This case study explores the challenges faced by MEI, the solution implemented…
Fleet management and GPS technologies work together to create an interconnected, transparent, and optimized field service ecosystem. You might look at fleet management software as the “ultimate dashboard” for your mobile workforce. It’s not just about tracking vehicle locations, but also about monitoring vehicle health, fuel consumption, driver behavior, and even route optimization. All these…
Mounds of Paper An erosion control company was drowning in mounds of paper-based processes leading to inaccurate billing and payment delays. Every morning, paper-generated schedules were printed for foremen to take into the field and field work. They had to stop by the office, pick up work orders, load the necessary materials, and complete the…