The business landscape is constantly changing and leaders at professional service organizations are facing new challenges in 2022 that pose a direct threat to their business success and profitability. It feels like no matter where you turn, businesses are closing their doors or limiting services due to a variety of reasons. Professional service organizations, including…
Resource utilization rates are a great way to take the pulse of a professional services organization. Besides telling you if your resources are overworked or underutilized, utilization rates usually give you clues about how well the company functions in generating proposals, planning projects, and hiring resources. Yes, the utilization rate needs to be high enough…
The latest release wave to hit Dynamics 365 Marketing accounts brought us a mix of standard fare – i.e. enhanced A/B testing and a Dynamics-based email editor – and some seriously game-changing AI tools. Think – AI topic generation, NLP-based segmentation, and the ability to personalize customer journeys with touchpoint-level precision. You’ll also notice the…
Yes. Professional services firms are ditching on-premises ERPs for cloud-based systems in droves. But the mass exodus began more than a decade ago–making cloud-based ERPs less of a trend than an urgent priority–or even a basic competency. Organizations that remain loyal to their on-prem systems are taking on more risks than they might think. Worse,…
You might think of an ongoing support plan as a kind of “insurance” for protecting your Dynamics 365 investment. Different plans offer different levels of “coverage.” All subscribers get “emergency” support, plus a number of self-service options out-of-the-box. But you’ll have to pay in order to access the hands-on support—from a real person—that really makes…
According to CIO’s 2021 Tech Priorities Poll, 65% of IT decision-makers say they plan to ramp up cybersecurity spending within the next year. The data also found that 21% plan to upgrade their current security stack during that same timeframe. That’s more than planned upgrades in any other category–including analytics, CX, and collaboration tools. Investments…
ERPs are traditionally associated with supply chain management tasks—managing inventory, production schedules, suppliers, fleets, and so on. And yeah, ERPs dynamics do deal with all those things—but they can also do a whole lot more. At its core, an ERP is a shared database for managing resources—which covers an expansive list of business activities including…
If you’re gearing up for a Dynamics 365 cloud migration, you already know what you stand to gain from a successful implementation. Cloud ERPs represent an opportunity to break away from the limitations of traditional on-prem solutions. Think–fragmented systems, poor visibility, security issues, and growth constraints. Like any digital transformation project, your Microsoft Dynamics 365…
As project-based firms grow, they may find themselves with a teetering tech stack. At the beginning, spreadsheets and institutional knowledge were enough to get projects across the line. Over time, different platforms are added as new functionality and management software are chosen by your teams. One day you look up and your business is running…
Small and mid-sized development firms have a unique set of challenges for building, testing and releasing software internally. Specifically, these companies want to capture the time spent on various aspects of the software development cycle within their project-based accounting software. As a project-driven activity, software development requires tracking costs and employee time for each project.…
