Business Intelligence (BI) has traditionally been the domain of big companies. It was costly to implement, required highly skilled employees who were in short demand to conduct it, and the software was incredibly complex. That’s all changed in the past few years due to the advancement of cloud technology. Many vendors now offer Software as a Solution (SaaS) apps that small businesses can use to conduct BI in their organization.

Here is an overview of four Business Intelligence SaaS apps that you could use in your business:

KPI KPI (Key Performance Indicator) is a company that offers a cloud based dashboard that integrates with your CRM or ERP software. It provides a way for businesses to visualize, analyze and report real-time data from your business’s key metrics. All the results can be viewed on your computer or on your mobile device.

GoodData GoodData is an on demand BI provider that offers users a base service that they can add apps to as and when needed. The whole service and dashboards are stored and run in the cloud, and are considerably cheaper than traditional BI services.

Bimotics Bimotics offers an on demand BI service for businesses in almost every major sector. They offer one suite that has data connectors, an established BI engine and analytical tools that should meet most small businesses’ needs. The suite can also be accessed by almost any mobile device.

Tibco Silver Spotfire Silver Spotfire is a cloud based SaaS aimed at individuals and small businesses. It lets users create interactive dashboards and visual analytics without the need of costly infrastructure. This app also integrates with major social media services, allowing users to put live dashboards on their blogs.

These are just four useful apps that you can use in your business. If you’re interested in how you can integrate BI solutions into your business, please contact us.

Business Continuity Plans (BCP), plans on how to provide a stable service, or recover after adverse actions, have become top of mind with many managers. Businesses have adopted such plans, or are in the process of implementing one, but owners may have missed some crucial elements that could result in an ineffective plan.

Here are six key non-IT functions and processes that need to be in place to ensure your company is ready to effectively execute your BCP.

Easy to use plans Many continuity plans have been developed mainly for the IT department, as such, they can be a little complicated to understand and follow if employees don’t have a technical background. You should aim to have a plan that’s easy to follow and can be understood by all employees.

Communicate plans Remember that your plan encompasses all facets of your organization. It’s crucial that every employee knows their role and the relevant actions to take when the plan is executed. To do this, you need to ensure that all employees have access to a copy of the plan and any changes or updates are clearly communicated.

Test plans Beyond communication, it’s important to conduct regular tests, with every quarter being sufficient. The tests should be as real as possible and span all departments within the organization. This will ensure that employees are aware of how they, and the systems, will react under duress. It’ll be beneficial to your business if the first time the employees execute the plan isn’t during an emergency.

Short term and long term plans Your BCP should consist of both long term and short term elements that can be easily adapted to meet changing business environments and the emergence of new threats. You should aim for an even mix of short and long term solutions that cover as wide a variety of situations as possible.

Ensure buy-in from all levels If you’re in the process of instituting a BCP you should ensure that the whole organization is onboard with the plan. If an employee is unsure about the validity of a part of the plan, take the time to find out why and ask for suggestions. An uninformed or uncooperative employee could be the difference between survival and failure in a disaster situation.

Update and Review After every test, staff turnover and technological update, you should review the plans and make changes if necessary. Essentially, if anything in the company changes, review and update the plan. Remember: just because you have an effective plan this month, doesn’t mean it’ll be so in the future.

Continuity plans are only as strong as the weakest link. In an emergency, the last thing you want is an employee following the wrong process or be unsure of what they should be doing. If this happens, you could see an exponential growth in recovery time and costs. We’re ready to tell you more, so please contact us if you would like to talk continuity planning.

Have you ever accidently entered a transaction with a document date like 04/16/2022? Did you stare at that transaction stubbornly displaying itself on your Trial Balance reports for months even though it had been paid? Maybe it’s still there…taunting you? Did you know that GP has a tool to stop that from happening again? And it is so simple…

Open up the Professional Service Tools Library (PSTL), and select the checkbox for Doc Date Verify – That’s it!

GP will now pop up a message warning you that the date is either not in a valid posting period or in a closed period. Your only options are to correct the date or open the period.

This works with all of the following transaction types:

• Payables Transaction Entry
• Receivables Transaction Entry
• Invoice Entry
• Payables Manual Payment Entry
• Sales Transaction Entry
• Inventory Transaction Entry
• Cash Receipts Entry
• Purchase Order Entry
• Receivings Transaction Entry
• Purchasing Invoice Entry

If you don’t have the PSTL and would like to have it, give us a call and we can arrange to install it for you. It is now free for GP clients current on their support plan!!!!!

As a follow up to our post defining the acronyms and terms commonly used in ERP and CRM software implementations, we’ll continue with some technical and cloud terms. When in doubt, ask your vendor to clarify the terms they are using. In their excitement to show you the latest advancements, vendors sometimes forget that not everyone lives and breathes technology.

Technical Terms You Should Understand

SQL. Structured Query Language, commonly pronounced “sequel”, is a relational database system whose primary function is to store and retrieve data as requested by other software applications.

Workflow. A sequence of connected procedural steps that are automated through the ERP or CRM system. For example, a workflow for purchase requests could automatically route POs over a defined value to a supervisor for approval before processing.

Customization. Programming that adds functionality to an ERP or CRM system to meet unique needs of an organization. ERP systems are written to offer functionality that most companies need and don’t include industry-specific functionality. Customizations can automate processes that companies need to fulfill an industry or process specific requirement.

Integration. The connection between two systems that allows for the flow of data from one system to another, or reciprocally between the systems. For example, a company’s storefront website is usually integrated to the ERP so that inventory availability is updated on the website, and transactions completed on the website flow back to the ERP.

Cloud Terms Explained

Cloud Computing. In terms of ERP and CRM, cloud computing means that users access the software through the Internet or via a remote connection.

Hosting. The ERP or CRM software application is housed and managed by a cloud services provider. Application support includes installation, upgrades and user configurations. Application licenses can be owned or rented (subscription).

SaaS, Software as a Service. The software publisher delivers the application via the Internet to users on a subscription basis.

Hybrid. Hosting services built to suit unique business needs. For example, a company owns their servers but houses them in a secure hosting facility, and receives operating system and application support from the hosting provider.

Private Cloud. Infrastructure supporting the cloud delivery of applications that is dedicated completely to one customer.

Public Cloud. Infrastructure supporting the cloud delivery of applications, that is shared or “multi-tenant”, serving a variety of businesses, individuals or groups.

With an understanding of the basics, you’ll be able to ask your solution provider better questions. We are ready to tell you more. Let’s talk about what ERP or CRM could mean for your business.

The key to patient-centered care - a concept that continues to evolve - is the relationship between physician and patient. Finding the balance between patient engagement and information technology, however, can be challenging.

IT has benefited healthcare practices in many ways. For example, it allows patients to service themselves when it comes to transactional exchanges, such as scheduling appointments and reviewing bills.

There are fears, however, that IT can also create distance between the practitioner and patient, reducing face-to-face contact. Here are three tips to ensure that doesn’t happen:

1. Accept that patient-centered IT initiatives help the physician. Small practices need to adopt the same features as their competitors, including large practices as well as low-cost primary care providers such as CVS and Walgreens.

2. Determine your needs. Patient-centered IT practices vary. Some practices use patient portals to optimize patient input. Others use email, text, video and mobile apps to create an impact across a broader spectrum of their patients' health. You’ll need to find what works best for your patient. Younger patients, for example, might prefer text messaging; older patients might prefer email.

3. Reconsider your reimbursement model. IT advancements have patients emailing, text messaging and video conferencing their doctors without payment. That puts pressure on the physician to do more for less. This is a problem with your business model, not your IT. You can't offer services that eradicate half of your service visits or you'll bankrupt your practice.

For details, please see “Five Keys to IT and the Physician-Patient Relationship.”

Since its release in June 2011 many small businesses have been switching to Office 365, Microsoft’s cloud based Office suite, for its numerous features. One useful feature is that you can use Outlook to create and share your contacts’ information in a professional manner by using electronic business cards.

Here’s how to create and share an electronic business card:

Create an Electronic Business Card

1. Open Outlook and select Contacts followed by Home. Click on New Contact.
2. When the Contact window opens, press Business Card and the Edit Business Card window will open.
3. You will be able to enter contact information into the relevant areas under the Fields box.
4. If you want to add an image or change the layout of the business card, press the Layout button located in the right side of the screen.
5. When you have entered the information, press Ok and the business card will be saved as a .vcf file which is readable by most email clients.

Add an Electronic Business Card to an Email If you have saved a contact’s information as a business card, you can easily attach the card to an email.

1. In a message select the Contacts pane and search for the business card you would like to attach. When you find it, click it.
2. Select the Home tab, followed by Forward Contact. A drop-down menu will open, select As a Business Card.
3. You will see the business card as an attachment in the email.

Add a Business Card as a Signature You can add a business card to your signature in any email.

1. When you create an email message click Signature and select Add signature.
2. Select the signature you would like to use, if you have one. If not, press anywhere in the white space below Edit signature.
3. Click Business Card beside the paragraph alignment buttons in the Edit signature field.
4. Select the contact name you use and press Ok. Your contact information will show up at the bottom of the email as a downloadable .vcf file.

If you’re a user of Office 365 and would like to learn more, or would like more information on Office 365 or other products, please give us a call.

Social media is one of the most important communication tools of the modern era. Companies use it to connect with customers and like minded individuals, all in the name of building trust in their brand and products. While almost every company has a social media presence, they have been slow to trust employees to use personal social media at work. On average, 31% of companies block employees from accessing their accounts.

There are four distinct advantages to allowing social media:

• Increased productivity. There have been a number of studies that have found that judicious use of social media in the workplace will actually increase productivity. A study conducted by the University of Melbourne found that employees with access to social media are 9% more productive than those without.
• Increased buy-in. Employees like to feel trusted and empowered. If they don’t you can expect to experience higher turnover and lower morale. A good way to gain trust is to allow employees to use social media in the workplace. If an employee feels like they are trusted, they’ll be more likely to stay with the company.
• Recruiting. Small businesses have started to use social media for recruitment, but limit efforts to one account. If you have 10 employees in your organization, each with a social media account with 100 friends, you have the potential to reach 1,000 people. This is achievable if employees are allowed to access social media at work and are encouraged to share posts.
• Identification of business opportunities. Through the use of social media, employees in charge of sales and business development can source new clients and build fruitful relationships.

There are many advantages to allowing access to social networks at the office. If you‘re hesitant to completely open the social media floodgates, try doing so in short periods, like the final three hours of the working day.

No matter what you decide, allowing access to social media is a good practice for your business. If you would like to learn more about social media and how you can leverage it in your business, we are happy to talk with you.

Every industry has their jargon. Acronyms can be confusing, and common terms can take on entirely different meanings when you venture outside your field. When it comes to evaluating ERP or CRM software, you’ll be well equipped with the following primer.

Start with the basics

ERP. Enterprise Resource Planning is a software system that manages the transactions and flow of data between all the business functions in an organization, including: financial management, human resources, manufacturing, supply chain management and project accounting.

CRM. Customer Relationship Management is a software system that manages the flow of data for a business’s sales, marketing and customer service functions.

XRM. A term used to describe the functionality of CRM to manage more than customer activity. XRM can be used to manage the flow of data for any definable entity. For example, XRM could be used to track and schedule the use of company equipment.

LOB. Line of Business applications are software systems that deliver functionality for a specific industry business requirement. LOB applications are often integrated with the ERP system, for example: an engineering firm uses a computer aided drawing application to calculate material requirements, which are then integrated into ERP for costing.

BI. Business Intelligence is the reporting of data from the ERP, CRM and LOB applications in a form that is useful to business decisions makers. BI applications can include dashboards and reports as well as charting and analysis tools.

Add-on Products. Most ERP applications manage the high level functionality that most organizations need, and depend on an ecosystem of development partners (see ISVs below) to create applications that manage special requirements. For example, an ISV might develop a warehouse management system specifically built for the beverage industry.

Service Providers

VAR. Value Added Resellers are professional service companies that specialize in the installation, configuration and training services supporting the implementation of ERP, LOB and CRM systems.

ISV. Independent Software Vendors are application development companies that create software to address specific industry or niche market requirements.

SI. System Integrators are professional services companies that help businesses integrate all of the systems in their organizations for a more holistic approach. SIs often have the capability to create custom applications that will integrate into enterprise ERP systems.

Partner. Includes VARs, ISVs, SIs and other service organizations that support a software vendor’s products. For example, Microsoft partners are members of the Microsoft Partner Network (MPN). The MPN program provides training and certification to their network of 640,000 partners.

MSP. Managed Service Providers are professional service companies that provide outsourced management of technical services for organizations. For example, an MSP may remotely manage a company’s in-house computer servers.

Next week, we’ll define common technical terms, including the latest “cloud” jargon.  If you would like a deeper understanding of any of these terms, give us a call. Let’s talk about what ERP or CRM could mean for your business.

If you can’t afford paying your taxes this year, you need to understand there are options. But not paying or ignoring the inevitable is just not an option…especially for small businesses.

Tax season causes many people to cringe at the thought of having to find the resources to write a check to the IRS. If you owe money this year, work with your tax advisor to find the best solution for managing the payment. Not filing will result in a failure-to-pay penalty which is 5% of the tax due for every month (or fraction of a month) that the return is overdue, with a cap of 25%. You could also be liable for levies and liens which could impact your credit rating, causing more problems. You can borrow money or charge your tax bill, work with the IRS for a payment installment agreement, or in certain situations, you may be able to reach a compromise with the IRS. Working with your tax advisor, you can come up with a plan that will satisfy your obligation with the IRS, with the least amount of financial penalties.

After you’ve made it through this tax season, take a deep breath and do an analysis of what you could do better and get ready for the next time around. If managing your business’s financials is part of the problem, consider working with an enterprise resource planning (ERP) software such as Microsoft Dynamics® GP. This comprehensive software solution will organize your finances, as well as streamline your financial operations. Microsoft Dynamics GP provides management capabilities for finances, supply chain, manufacturing, project and services management, and other business operations. Organizing critical data into a single software solution will highlight the relationships between the products and services you offer with your productivity and profitability.

The business intelligence and reporting features built in Microsoft Dynamics GP will provide greater insight into managing your money. Use the forecasting and predictive analysis features to estimate potential tax liabilities and set aside the cash you may need so that you can write your tax check when it is due. Paying taxes on time will eliminate penalties, interest charges, and other levies that could have a significant, and long-term, effect on your business.

Instead of dreading tax season, put your business on the right path to being better prepared when it’s time to pay the IRS. Microsoft Dynamics GP will help you manage your finances so that you are ready to pay your taxes when they are due. Contact eIS Business Solutions for more information about Microsoft Dynamics GP and how this ERP software solution can provide deeper insight into your financials.

By Robert Smith of eIS Business Solutions, Microsoft Dynamics ERP and CRM Partner out of California

Customers have high expectations and they’re getting higher all the time. They expect quick responses and accurate answers. Whether chatting online, sending an email, or calling you on your phone, customers don’t expect to wait, or to get passed on to someone else. It’s not easy to meet those expectations if your employees have to go to more than one place to find the information or documents they need to answer queries.

Connect Departmental Silos If your organization has silos of sales, service, operations and accounting data, it’s time to connect those systems. A fully integrated system with shared data will:

• Allow salespeople to see where orders are in the fulfillment process
• Let customer service reps know where the item is in the supply chain
• Help accounting bill service tickets more quickly
• Provide access to actual in-stock inventory and price information

Sales and Service Teams Can Add Value In addition to added customer service, your sales and service teams can build sales with connected systems. With instant access to information across the organization, they can cross sell and upsell to build order value:

• “Model 365 is in stock and priced at $45. However, Model 367 with the automatic turn-off is only $50. That’s quite a deal.”
• “We just received a shipment of gilded cases for that violin. That makes a beautiful set.”
• “The technician is on his way out to fix the printer.  We are having a sale on cartridges, would you like him to bring you out your usual order?”

With connected information, customer satisfaction and the opportunity to enhance order value go hand in hand. Is it time to break down the silos of information in your organization? Microsoft Dynamics ERP and CRM solutions are built to work together for unified business management. Let’s talk.