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5 Steps to Selecting the Right Document Management System

How do you approach the selection of a new document management?  That is a good question as there are many different ways you can evaluate document management systems.  What I tell our clients is that the selection process for a document management system should be a more diligent process than other selection processes.  The reason is that selecting the wrong document management system can be very burdensome to change.

I have come up with 5 Steps that I walk my clients through in order to select the right document management system that not only suit their needs, but also offers the most efficient way of doing things. 

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Analytical Accounting: What is it & How Can it Help My Business?

Do you feel like there is data that you could or should be analyzing?  Is this data beyond your current chart of accounts (COA)?  A great tool for tracking data that is beyond your COA is Microsoft Dynamics GP Analytical Accounting.  This module within GP allows you to track your projects and funds by using Management Reporter, FRx, Smartlist and SQL Reporting Services. 

How can a company tell if they need to add a segment to their COA or if Analytical Accounting will meet their needs?

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CRM Welcomes the Era of our Social Customer.

The business world is entering the “era of the customer,” and customers now expect to be able to interact with businesses quickly and through a variety of channels. They expect to have the ability to access information wherever and whenever they want.  Microsoft Dynamics CRM will help transform organizations into this “era of the social customer” by helping organizations understand their customers – who they are, where they are, and where they want to be tomorrow.  This may be achieved through Social Listening and Social Insights.

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Project Sponsor…What?

A Project Sponsor, what is that? Who is that? Why do we need one? Will it cost me more money? These are some typical questions I often hear when I, as a Project Manager, ask the question, “Who is the Project Sponsor”. Every project has a sponsor whether they know it or not.

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Is Your Outfit as Out of Date as Your ERP?

We have all seen it. You walk into a conference room that looks as though it hasn’t been updated since the early 90s and then you look up and realize the person you are meeting with hasn’t been either. Why do people let themselves get so out of date? Do they think it works? Do they think there is no need to stay current?

More than likely, these are the same people that have not updated their ERP since the 90s. 

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Power Query–The Heavyweight Champ of Power BI

What is Power Query? Power Query is a self-service data extraction tool that is a free add-in for Excel 2010 or higher. It allows users that are already comfortable with Excel a smaller learning curve to start enjoying Power Query. Power Query has a vast array of options that it can use as data sources…

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Document Management System…What?

What is a Document Management System and what are the benefits to my organization?

Document Management can be defined as the storage, tracking, and managing of electronic documents and images from paper based information captured through a scanner, computer file, email, etc.   So at the simplest level, all PCs could be defined as a basic document management system.  

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“Big data, let’s make you useful.”

A popular buzz word today is “big data”. Big data refers to a collection of data from multiple platforms to generate data set and analytics. Using big data and analytics effectively is in high demand for many supply chain operations. In fact, it is thought to be the revolution in supply chain. Supply chains transact with multiple vendors, manufactures, distributors and retailers which can make for large data sets and unmanageable information. If data is delivered properly it can be effective in the decision making process and improving profitability.

Understanding how to use your data and where your data comes from are key factors in developing useful analytics.

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Part 1: Five Reasons xRM is Better Than Application Development

IT professionals, business executives and developers, the people and organizations that use software and infrastructure to create custom solutions to business problems, are under pressure to cut costs and improve delivery timelines. In the past, there have been only two approaches to creating a customized solution to fit an entire organization.  The first, a best of breed approach, is to purchase software applications that closely match the business requirements of each functional department and then integrate these best of breed applications…   

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