Category: Professional Services

Communication in the workplace is crucial for professional success and can improve an employee’s work experience.  Good communication can make people feel valued and appreciated in order to help build a good working relationship, while also keeping everyone well-informed. In order to run a successful business, understanding what makes your customers and coworkers tick is critical, and these relationships cannot thrive without effective communication. While Customer Relationship Management (CRM) software...

The pandemic caused a sudden call for business leaders to adapt, transition, and readjust to new short-term and longer-term challenges. During the initial period of uncertainty and anxiety, business leaders were mostly in a reactive, tactical mode, navigating the chaos by prioritizing tasks and executing well.  After the initial chaos, some businesses were able to proactively identify new opportunities and assess longer-term threats.  All of this resulted in organizational change,...

Recent decades have witnessed major advances in medical technologies that have been responsible for earlier and more accurate diagnoses, more effective treatments, and the ability of people to live longer, healthier lives. But because new technology is the primary driver of rapidly rising health care expenditures, these advances do not come without risks and costs. To minimize risk and control costs, health care facilities are now being more selective in...

In the wake of the Covid-19 outbreak, manufacturers across the globe have made difficult decisions to keep up with the rapidly changing demands of the market and to mitigate unforeseen and often devastating risks to their businesses. Whether it be supply chain disruptions, factory shutdowns, or under- or over-production of inventory, almost all industries have felt the wide-reaching effects of the pandemic. As budgeting season rolls around, it is important...

During an implementation, one of the most important steps is importing old GL data. Prior to uploading historical GL balances, you must open those historical periods. Without opening the historical periods, you will not be able to upload any historical balance. In this blog I will illustrate how to effectively and efficiently open and close GL periods and provide some useful tips and tricks to make your data import job,...

Utilizing both 5G and IoT will soon be the global standard for optimizing your ERP solution. Now, you might be asking, what are 5G, IoT and how do they relate to my current ERP system? That’s easy, lets start off with some basic definitions of 5G and IoT.   What is 5G? – 5G is the 5th generation mobile network – the new global wireless standard. While there is not...

Acumatica Profit Decisions  Welcome to the third blog of the “10 Profit Decisions Service Firms are Making Blind: How a Progressive ERP Ends the Guessing” series. In this blog, we will look at how proactive information from Acumatica ERP will build revenues and reduce costs to improve project success and profitability. Professional service organizations can increase revenue by optimizing training opportunities and reduce costs by making remote work more efficient....

Acumatica ERP – Professional Services Welcome to the second blog of the “10 Profit Decisions Service Firms are Making Blind: How a Progressive ERP Ends the Guessing” series. In this blog, we will look at how proactive information from Acumatica ERP will build revenues and reduce costs to improve project success and profitability. Professional service organizations have a demand for top talent personnel which comes with having to compete for...

Acumatica ERP - Professional Services  Professional service organizations face the challenges of balancing resources and requirements to keep customers happy and utilization high. To manage projects proactively, employees and managers need real-time data that connects all the moving parts – from deliverables to expenses to resource schedules. Information accessible from the field enables employees to be productive and responsive no matter where they are serving your clients. In this blog,...

With many companies still on older version of QAD's Enterprise Applications software, 2020 is a great time to evaluate the many benefits of moving to QAD's Enterprise Edition and Adaptive ERP. QAD has made many improvements over the years to its software including most recently it Adaptive User Interface/Experience and portfolio of cloud-based applications. The most effective implementations of QAD solutions result from a through Scoping and Planning effort resulting...