Resource utilization

Improving Utilization Through a People-first Approach

For professional services firms and project-based businesses, utilization is the key to driving more revenue and improving profitability. Traditionally, firms have employed a top-down approach to improve resource management, starting with strategy, developing a tactical plan, and driving down to the line to execute on it. The problem with this approach is that it can…
Dynamics 365 theme customization

How to Customize Your Microsoft Dynamics 365 Theme

With the new and exciting April 2019 release, Microsoft has decided to satisfy our desire for aesthetics and character with portalTheme Customization in Dynamics 365 applications. Previously, the top-most header of your organization’s Dynamics 365 application defaulted to the theme with the turquoise “waffle” and the black background. The fresh update empowers end users to…
Customer relationship management crm for greenhouse growers

CRM for Greenhouse Growers: Who are your Customers?

Do you know who your customers are? If you’re like most growers, you struggle capturing contact information for your prospects and customers. You don’t feel as if you have a complete picture of your customer relationships and how they are affecting your overall success. Rather than using a CRM, many greenhouse growers manage customer touch…
Microsoft Power Platform

What is Microsoft’s Power Platform?

Power Platform has recently become one of the hottest buzz words in the business applications community. While each component of the platform is relatively new to the market, the ease of use, the rich set of capabilities, and the pace of Microsoft’s development has quickly made the product a must-have set of applications. Microsoft plans…
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…
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…

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…