The Pitfalls of Business Process Improvement Initiatives

Posted on February 9, 2016 in Blog ,Business Process Improvement ,Change Management by

The business of improving your business is serious business.  How many times have you or someone on your team tinkered with a process and had it result in less than desired results?  Perhaps it wasn’t adopted, or only partially adopted by a few on the team.  Or worse, it had adverse results on other areas of the business.  In today’s world of commerce you need to be nimble and constantly thinking about how you can improve; either making things more efficient or creating a better customer experience.  […]

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

Posted on January 13, 2016 in Blog ,Change Management by

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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Our Systems are Integrated… Really?

Posted on August 24, 2012 in Blog ,Business Process Improvement by

As I review “As Is” business processes at new mid-size customers I constantly run into applications that claimed to be “integrated”.  Customers have environments that have integrated CRM, Accounting, Inventory, Job Costing, Project Management, etc.  However, rarely are these software systems truly integrated.  Behind the thin veil of “integration” is often a mess of data batching, incongruent information, orphaned data, re-keying of information and always lots and lots of spreadsheets cobbled together to try and make sense of it.   But the marketplace is full of […]

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Five Keys to Success when Implementing Change

Posted on July 13, 2012 in Blog ,Change Management by

No matter what kind of change you are trying to invoke in your business; there are five key considerations to address to give you the best chance for success.  According to Dave Gustafson, NIATx (process improvement specialists) Director, these are the five most important factors in predicting organizational change improvement success. The Five Keys to Success when implementing change. Pick the right Change Leader.  Someone who has power, influence, prestige and empathy for the staff. Pick the right Problem.  What keeps the CEO up at night; […]

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Questions to Ask Before Selecting the Right Software

Posted on September 11, 2011 in Achieve Business Growth ,Blog ,Solutions360 by

Things to ask yourself before signing the bottom line Before you make the commitment to any professional services automation software, you first need to answer several questions about what your organization needs and wants to accomplish as a result of implementing a software solution.  The answers will help you best determine the right solution and the specific functionality you will require to reach your goals. Does the management team support the project?  Were they involved in identifying problem areas in the existing business processes?  Were they part of the […]

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Business Intelligence to Another Level

Posted on July 14, 2011 in Achieve Business Growth ,Blog by

Troy Sorzano, Director of IT at Expert Technology Associates shares some of the cool things he and his team are doing with Q360 Professional Services Automation Software. On another note I wanted to show you some cool SQL reports Bill has been creating.  He has been making drill down reports that are not the standard List drill-to-Form relationship and at the same time he has been supplying subtotals and groups in the reports so you don’t have to select a column to add them up, […]

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