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Using SSAS (SQL Server Analysis Services) Data Mining to Automate Marketing Analysis.
Any good analysis depends on creating a customer profile with good data. For data to be good it will need to be cleansed, meaning when you look up State in your customer database table that MD is always the entry for Maryland. The collecting and cleansing of the data is the hard part or where most of the work comes into play. The information you need to collect depends on your type of business. For example, if you sell to individual consumers, you will want to know their age, gender, location, spending habits and income. If you sell to other businesses, find out what sector they are in, how big they are, how much they spend and what other suppliers they use. Once all the hard work of data collecting and cleansing is done it’s time to analyze the data.
Wrap Up: User Conference 2014
Using SSAS (SQL Server Analysis Services) Data Mining to Automate Marketing Analysis.
Back in a former life when I worked in the casino industry, we used Excel spreadsheets to segment our customer loyalty club members. The segmentation was very manual and required many hours to complete to build a quarterly direct mail campaign to each segment with the appropriate offers for each segment so we would have a successful and profitable campaign.
KTL Solutions Continues to Grow
KTL Solutions is a company that is always expanding and adding new innovative minds to the team. 2014 is no different with 3 new, full time employees joining the staff. We not only added new faces, but also increased the functions of already valuable KTL team members.
Convergence 2014 Wrap Up
I was not overly enthused about returning to Atlanta for a 3rd time, however, Convergence was just as informative as ever. I joined the other 12,000 attendees taking in as many sessions as possible and talking to as many users/partners/MSFT people as I could. There was plenty of excitement around Dynamics CRM, GP, and AX. This year I found myself gravitating towards CRM, as well as Microsoft’s new Power BI tools within Excel.
Writing off uncollectable invoices in GP–Accounts Receivable module
Knowing the correct way of writing off uncollectable invoices in Great Plains can save time in the future when companies are analyzing and investigating their customers’ timely payments. Ability to see historical records of payments and non-payments can help companies to set holds on such customers’ accounts.
1. Create credit memo for the open amount of the invoice
Entering Sales Orders
You can use the Sales Transaction Entry window to enter and print orders for your customers and to view, void, delete, or transfer existing orders.
To enter a sales order:
1. In the file menu, click Transactions—Sales—Sales Transaction Entry.
2. In the Type/TypeID, choose Order.
3. Enter or select the ID of the type of order to enter, for example STDORD.
4. Enter a document number or accept the default entry.
5. Create a Batch ID.
6. Enter or select a customer ID and enter the purchase order number if the customer has provided you with one. The purchase order number will appear on the order.
Convergence 2014: Two Key Dynamics GP Releases on the Horizon from Microsoft
KTL Solutions has made their way down to Microsoft Convergence 2014 in Atlanta Georgia and will bring you a recap of what’s new and what’s up coming in the world of Microsoft Dynamics. The first announcement from Microsoft preceded Convergence when they recently made available their 2014 vision for Microsoft Dynamics GP, which included 2 important releases coming in the next 10 months.
Using BI360 and SSIS to Automate a Daily Flash Report
Have you ever had to link multiple spreadsheets together to generate a “readable” or “useable” report? Back in a previous life/career, I was a Director of Finance at a casino, where I provided Daily Flash Reports to management. The reports were quite detailed with slot, table games and restaurant sales data. It would generate KPIs and a summary income statement for the day, month to date and year to date figures for current year, previous year and budget (screen shot below).
