Look, metrics matter. The data points you decide to track could determine whether you survive or thrive in today’s competitive field service landscape. These numbers are your windows into operational efficiency, customer satisfaction, and overall business performance. But — amid a sea of data and millions of potential KPIs, finding the metrics that perfectly align…
Background Bargetto Winery has produced hand-crafted wines in the Santa Cruz Mountains since 1933 and through three generations. The family business specializes in estate grown varietals from its vineyard in the Santa Cruz Mountains, overlooking Monterey Bay. The mountainous, cool climate region is host to low-yielding vineyards which produce wines of richness and intensity. Bargetto…
Background Intellectual Property Owner’s Association, (IPO), is the voice of IP owners. As the premier association for IP professionals, IPO advocates on behalf of its members for effective and affordable IP rights. Members receive networking, professional, and business development opportunities along with continuing legal education and other educational resources. As a worldwide trade association, IPO’s…
Over the last, maybe, decade and a half, we’ve watched incumbent retailers, media empires, and entire sectors fall to digital disruptors. Now, many of those “tech-native upstarts” face their own reckonings, as algorithms perpetuate misinformation, stable jobs continue to morph into app-based gigs, and “freemium” subscriptions struggle to make good on ‘billion-dollar valuations.” Despite the…
Key Performance Indicators (KPIs) are metrics used by Professional Services Firms to set goals for continuous improvements, track and measure business performance, and take action when the plan falls apart. With the right KPIs in place, firms can shift toward more outcome-based engagements – using accurate, real-time data to win bids, track progress, and show…
If you’re looking for a shortcut, you won’t find one. But, that doesn’t mean there aren’t ways to avoid the slowdowns, detours, and budget overruns that cause projects to stall out. Below, we’ll outline five strategies that will set you up for a smooth and speedy transformation.
As a Microsoft partner, we’re often asked by prospective clients why they should consider Microsoft Dynamics 365 CE (short for Customer Engagement, and formerly CRM) over other leading competitors. There used to be a saying, “Nobody gets fired for choosing IBM” — a reference to the company’s early domination of the server market and reputation…
Technology is transforming field service management in big ways. It’s shattering long-established norms and dismantling service models that, for better or worse, have been with us for decades. We’ve already seen similar transformations play out in other industries. It’s just that, the field services sector, as a single entity, is at least a decade late…
Field Service inventory management involves monitoring parts and supplies, managing product movement, consumption, adjustments, and other related activities. It is one of the most challenging aspects of running a field service business. The margins of error are exceedingly small. Stock too little, and you delay work. Overstock and your overhead costs skyrocket. The problem gets…
Background A rapidly growing health insurance brokerage was increasingly hampered by their outdated Microsoft Dynamics GP system. The system’s reliance on multiple logins, third-party workarounds, and manual processes led to inefficiencies and inaccuracies in data management. When the brokerage sought an upgrade, their existing Microsoft partner proposed Dynamics 365 Business Central as a solution. However,…
