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professional services firm profitability

Optimizing Rate Structures and Utilization for Professional Services Firms

Are your resources and rate structures optimized for profitability? In the professional services industry, where time is money, ensuring profitability requires careful planning and execution. Many firms rely on billable hours to generate revenue, but simply maximizing billable time isn’t enough. This blog explores two key drivers of profitability: rate structures and resource utilization. We’ll…

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Improving Productivity with Microsoft Power Platform

Big picture, the Power Platform enhances org-wide productivity by streamlining data management, improving data accessibility, and facilitating collaboration. But its benefits cut in many directions. Power Platform solutions help professional developers work faster. It also enables their non-technical colleagues to become more self-reliant. Both groups can use the Power Platform to automate tasks, solve customer…

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Field Service Management: Software Comparison

In an age where accuracy, efficiency, and customer expectations are everything, field service orgs can’t afford to put off critical FSM investments any longer. The right field service management platform serves as the backbone for all operations. It streamlines workflows, maximizes resource utilization, and takes service experiences to new heights. Our go-to FSM recommendation is…

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ERP Requirements Gathering Process: Template & Guide

Successful ERP strategies begin with a thorough, laser-focused ERP requirements gathering process. This process involves some next-level investigation.  You’re identifying and documenting your org’s unique mix of needs, challenges, pain points, and objectives. That includes both immediate, mundane improvements and the pie-in-the-sky stuff vaguely mentioned in your long-term plans.  You’re also sizing up functional requirements,…

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ERP Implementation Guide: 10 Critical Factors

We’ve said it many times before: every ERP implementation is unique.  “Success” can mean very different things to different organizations – even if we’re talking about two companies with the exact same demographics.  With that in mind, here are ten critical factors that can help you set the stage for a successful ERP implementation.  1.…

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The Top 3 Challenges Facing Greenhouse Growers in 2024 and Ways to Get Ahead

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dynamics 365 ransomware

Ransomware Protection in Microsoft Dynamics 365

Modern cloud ERPs house everything from core financials, valuable IP, and sensitive data, to the collaboration apps, customer records, and email accounts employees use every day. Having that unified system in place is a prerequisite for any kind of digital transformation. You’ll need an org-wide data ecosystem and deep integration across your entire network to…

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Customer Engagement and Sales Acceleration with D365 CE

Where Dynamics 365 Finance & Operations tackles, well, finance and operations, Dynamics 365 Customer Engagement, or D365 CE, extends the core platform – bringing that same data-driven precision and baked-in AI to all “people-centric” parts of the business. D365 CE is a collection of interoperable data management and CRM apps used to manage customer relationships,…

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5 Ways Copilot for Sales Improves How Sellers Sell: A Guide for CSOs

The backbone of any successful business is its sales force. And sales teams thrive on efficiency, insights, and connection. Microsoft Copilot for Sales is a tool designed to supercharge these aspects of the sales process — rewriting the rules of engagement and making sales processes more intuitive, insightful, and impactful. In this post, we dive…

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Microsoft Dynamics 365

Dynamics 365: Streamlining Operations in a Hybrid Environment

Microsoft Dynamics 365 is a total game-changer for hybrid organizations. It’s a comprehensive ERP platform that does all of the “usual ERP stuff” – managing finance and backend operational functions such as inventory, manufacturing, procurement, human resources, etc. – but also so much more. Dynamics 365 unifies all departments, functions, and line-of-business apps into one…