Articles By: Velosio

Designing a Technology Stack that Stacks Up to the Future 

The numbers are in, and they are not surprising. Remote working is not a passing trend or a temporary fix.   According to a March 2020 Gartner survey,i 74% of CFO respondents said they would move at least 5% of previously on-site workers to permanently remote positions, while 23% planned to move at least 20% of on-site to working remote full-time. …

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Are the Analytics in Your Business Management System Enough?

Today’s reporting and business intelligence (BI) tools leverage artificial intelligence to deliver predictive analytics that are both powerful and affordable - even for small-to-medium sized organizations. Such tools can give companies a substantial competitive edge when they arm themselves with integrated data and slice and dice it in meaningful ways to drive improved decision making. …

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Power BI Mobile Apps: What They Are and Why You Should Be Using Them

In this technologically advanced society, it has become necessary to be able to constantly gather and analyze data in order to maintain a competitive advantage. Through Microsoft Power BI mobile apps, you can consume your data at any time through your mobile device or tablet. This enables you to have quick and easy access to …

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Microsoft Excel Integration with Dynamics 365 is a Game-Changer

One important thing to consider when selecting a business management ERP system is how well it works with Microsoft Excel. If it does, you can work, report, analyze, and improve processes in the Excel environment your team is familiar with. If the system natively integrates with Excel, you gain both tactical and strategic benefits. If …

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The Power of Dynamics 365 Outlook Integration: When Your ERP Connects with Your Email and the Microsoft Ecosystem

Do you have islands of data in your organization? What if we told you multiple data points can hurt a company’s bottom line? What if you realized having siloes of information can never give you a full, accurate picture of your company’s performance? Having one central view—one version of the truth for your business—is critical …

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3 Steps to Implement the Right Accounting Solution for Your Business

There are 12 to 16 average number of stairs in your home, if you have steps. Mentally, steps allow us the time to navigate to a place and to make a decision. When it comes to selecting a new business solution, knowing where to start can be difficult — do you start by finding the …

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Everyone talks about project-based ERP, so it must be pretty important. Right?

Of course, it is. If you are a project-based business, then your ERP system should reflect the needs of a project-based business. Anyone that lives and breathes accounting or ERP software will tell you how important it is. What they may forget to tell you is how important it is to ensure that the rest …

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PowerBI License and User Types: What Skills are Needed for Developers, Analysts, and End Users

In order to utilize Microsoft PowerBI to its fullest potential, you will want your team members are assigned the appropriate access levels.  To begin, you should decide what level of user are you going to be. I like to divide the users into three categories each with a different level of skills: developers, analyst, and …

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Cloud ERP for Professional Services – 6 Reasons Your Firm Should Switch

Project-based businesses and professional service firms depend on successful project management. Successful project management begins with having the right ERP (Enterprise Resource Planning) system, such as a Cloud ERP for Professional Services. An integrated, full-service ERP such as Microsoft Dynamics 365 will automate your business processes. You can save resources spent on non-billable tasks. Once …

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Microsoft Dynamics 365 for Field Service Benefits Your Customers and Your Business

If yours is a field services company, you know how important it is to provide excellent service for your customers. Customers are the lifeline of your business. But how can you also manage your resources, cope with changing markets, and still see a healthy bottom line? Microsoft Dynamics 365 for Field Service is designed to …

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