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IPO moves to the cloud

Intellectual Property Owners Association Moves its iMIS Solution to the Cloud for Streamlined Engagement Management

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…

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Digital Transformation for Field Service

How Digital Transformation is Redefining Everything About Field Service Management

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…

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Release Notes

Metrics That Matter: 5 Key KPIs for Professional Services Firms

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…

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5 Proven Ways to Accelerate Digital Transformation

5 Proven Ways to Accelerate Digital Transformation

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.

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8 Reasons to Choose Microsoft Dynamics 365 CE Over the Competition

8 Reasons to Choose Microsoft Dynamics 365 CE Over the Competition

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…

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Field Service Trends Redefining the Industry

Top 7 Field Service Trends Redefining the Industry

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…

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The importance of inventory management in field service

The Importance of Inventory Management for Field Service Companies

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…

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Health Insurance Brokerage

Health Insurance Brokerage Achieves 60% Faster Year-End Close

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,…

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IMS consultants

IMS Creates User-Friendly, Interactive, Intuitive Client Experience with Power Platform

Background IMS Legal Strategies is a professional services firm that partners with law firms and corporations around the globe to elevate their legal strategies. Through every stage of dispute resolution, IMS provides a full suite of sophisticated advisory services lawyers need to prevail–world-class expert witness placement, cutting-edge visual advocacy, flawless presentation delivery using state-of-the-art technology,…

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Digital Transformation in the Professional Services Industry

The professional services industry is changing rapidly, with current economic and market conditions accelerating those changes. Firms must embrace new technologies and rethink everything – from business processes and service offerings to how they engage clients – if they want to survive in today’s competitive environment – let alone thrive in the years to come.…