Automate Operations

Common Professional Services Automation Software User Adoption Problems…and How to Fix Them

Posted on January 13, 2016 in Automate Operations ,Blog by
Common Professional Services Automation Software User Adoption Problems…and How to Fix Them

Too often the PSA software market doesn’t do itself any favours in its dealings with customer’s expectations. After 12 years working in the industry, in the sales, delivery and support side of the business, I have seen too many examples of value added resellers and manufacturers mismanaging customer expectations in order to close a sale.  And I’m not sure if this is worse, but often times the mismanagement isn’t done on purpose but due to ignorance on the part of what constitutes a successful implementation. […]

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You know you’re ready for Enterprise Resource Planning (ERP) when…

Posted on December 21, 2015 in Achieve Business Growth ,Automate Operations ,Blog ,Improve Financial Management ,Increase Project Profitability by
You know you’re ready for Enterprise Resource Planning (ERP) when…

There is a tipping point in every business when the small, nimble team that worked its magic for years starts to degrade under the weight of data. Too many customers to keep track of in your head, larger projects require more juggling to keep track of schedules and costs in a timely manner and the pressure to react just as quickly and effectively keeps increasing as you continue to grow. Typically the first reaction is to hire another (non-billable) person to compile the information. The […]

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Everyone Is In Sales, But They Need To Know How

Posted on October 16, 2014 in Automate Operations ,Blog by
Everyone Is In Sales, But They Need To Know How

A customer centric focus is key Every employee in an organization supports the sales process, but many don’t realize how their role impacts the bottom line. Successful companies spell it out so everyone understands their contribution to long-term profitability. The idea that everyone is in sales across the company is not a new one, but not all embrace it. If a company wants to create a culture where every employee buys into the concept, it must ensure everyone understands their role in the sales process […]

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Solutions360 Delivers Real-Time Data Analytics for Better Business Decisions

Posted on June 10, 2014 in Automate Operations ,Blog ,Q360 by
Solutions360 Delivers Real-Time Data Analytics for Better Business Decisions

Printed Reports R.I.P. = Resist Impulse to Print All businesses rely on reports to tell them how they’re doing. However, if your business has a unified single database you don’t need as many printed reports as you might think. You have access to the power of “Live Data”.  Live Data is real-time information that is relevant, has context with other decision making information and comes from a trusted source.  Resist the impulse to print before you ask for a report. In over two decades of implementing […]

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Project Under-Billing Can Be Your Undoing

Posted on February 5, 2014 in Achieve Business Growth ,Automate Operations ,Blog ,Improve Financial Management ,Increase Project Profitability ,Q360 by
Project Under-Billing Can Be Your Undoing

Accurate and real-time data is critical to proper cash flow management, and under-billing long-term projects is a leading cause of cash crunches Never fund customer projects with your own money. It’s great advice that can be difficult to heed, especially during large, long-term engagements, but ignore it at your peril. Running projects smoothly and on schedule does not automatically make them profitable, and those that are large and lengthy can be challenging to scope out properly. If you’re not set up for accurate job costing […]

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Achieve ERP ROI by Establishing Clear Metrics Early On

Posted on October 7, 2013 in Automate Operations ,Blog ,Q360 by
Achieve ERP ROI by Establishing Clear Metrics Early On

Knowing what to measure and asking the right questions before you begin your ERP deployment will guarantee your organization reaps the tangible and intangible benefits that will improve your bottom line. Many organizations erroneously decide the return on investment for their ERP implementation is negligible because they’ve fallen prey to the common pitfalls that stymie ROI during the deployment phase. But there is plenty of potential for both tangible and intangible benefits that will significantly impact the business, as long as you establish metrics early […]

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Avoid ERP pitfalls that keep you from realizing ROI

Posted on August 13, 2013 in Automate Operations ,Blog ,Q360 by

It’s not uncommon for organizations go down the ERP path only to realize very little ROI, and it can usually be blamed on lack of preparation, not the software itself. Many organizations fail in their first attempt at implementing ERP software and erroneously conclude there’s little return on investment to be had from their deployment. This false realization is due in part because they didn’t take a step backward before the software selection process. They also didn’t document what they expected to achieve: What were […]

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