Growth and Change When a vehicle maintenance, repair and tire replacement organization approached Velosio for help, they had experienced tremendous change. They were bought by an equity firm and many key individuals departed the company who were superusers on its Microsoft Dynamics GP ERP solution. Moreover, the organization was growing at a rapid rate—organically and…
From Slack chats and Google Docs to Amazon, Netflix, and Uber Eats (or car), most of us rely on a whole roster of familiar cloud apps and services to run our personal and professional lives. In other words, we’re living in an era where “cloud” has become this “boring” digital default. So, even if you…
Processing bank transactions is an important company activity. Businesses receive and disburse cash and checks daily. Accurate and controlled cash processing assists the company in determining its open Accounts Receivable (AR) and expected cash receipts, Accounts Payable (AP) check processing and upcoming cash obligations and in forecasting it’s cash position. Accurate and timely transaction processing…
As cannabis evolves into a more heavily regulated space, companies are increasingly turning toward so-called “seed-to-sale” solutions to maintain compliance and mitigate risk. Seed-to-sale software keeps detailed records on your crop – from when you plant the seeds, until they grow into mature plants, and from there, morph into gummies and vape pens ready to…
Within the home services industry, you’ll find a diverse assortment of providers – plumbers, painters, cleaners, contractors, HVAC and solar installers – anything that caters to residential customers. In this article, we’ll look at some of the ways field service management software can help home service companies stay competitive for years to come. During the thick…
A lot of new ERP implementations come about due to financial reporting issues. More often than not, financial reporting difficulties can be traced to a Chart of Accounts (COA) which no longer meets the company’s needs. This situation results from the following: The original COA design did not allow for future growth. For example, account…
Whether you know anything about ERP implementations or not, chances are, you’ve heard that they’re pretty hard to pull off. Big brands like Hershey, Nike, and National Grid have lost hundreds of millions of dollars because of failed ERP projects, so it’s easy to assume there’s little hope for the rest of us. That said,…
Technology is enabling field providers to embrace a whole new approach to service. One built on outcomes, relationships, and effective resource management. At the center of this new approach is a concept known as proactive field service – a strategy that uses technology to move away from traditional, reactive service models and toward a more…
In the world of professional services, resource planning is crucial for the success of any project. Without proper planning, projects can quickly become disorganized, inefficient, and unprofitable. Yet, many firms still rely on outdated methods like spreadsheets for resource planning, which can lead to costly mistakes and inefficiencies. Moving on from spreadsheets and adopting modern…
Your top retail customer calls in for pricing and availability for 500 white wedding hydrangea shrubs. The sales rep isn’t sure what’s available and asks if it’s OK to call the customer back. The customer is a little miffed as they’re under pressure to find the shrubs but says they’ll wait for the call. The…
