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.

One business tool that’s been slow to keep up with technology is the business card. If you were to look around your office there’s a high probability you have an abundance of them. A problem starts to arise when we get too many, it becomes easy to lose an important card. Users of Microsoft Office 365 have a solution: they can use Outlook to store and create 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.

One issue that’s sparked a large amount of debate is whether or not companies should allow their employees to access social media while at work. One thing's for certain, the number of employees who actually use social media on a regular basis is large, and growing. There will come a time when companies that block social media can no longer afford to do so.

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.

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.

One of the most useful business tools, no matter what industry you operate in, is the office suite. While there are a wide variety of choices available, the market is dominated by Microsoft Office. In the past year Microsoft has turned its eye from producing office software for the desktop to producing office solutions based around the cloud.

Microsoft’s cloud based office suite for businesses is called Microsoft Office 365. Office 365 includes Word, Excel, PowerPoint, Outlook and OneNote - and Microsoft Server products e.g., Lync 2010 and SharePoint Server. All programs are accessed via a Web browser, offering users the ability to access the programs from the office, home or anywhere in between.

On March 14, 2012 Microsoft held a press conference announcing that the price of Office 365 subscriptions will be reduced by up to 20%. This decrease will apply to all new and renewing direct customers.

The price cut is a great advantage to many potential customers as it makes Office 365 more competitive with other cloud based office solutions such as Google Apps. This is also beneficial as many businesses already use the desktop versions of Microsoft Office. If they switch to Office 365, employees will be comfortable with the cloud version, as the software is exactly the same as the desktop version.

It’s the perfect time to look into Office 365 and see what it can bring to your organization. If you’d like to learn more about Microsoft Office 365 or other products from Microsoft, we are your go-to experts and will be more than happy to help.

Today’s social connectedness, mobile devices and instant interaction, “any time, any place” are changing the way your customers live and work. To remain competitive, your business needs to adapt to the new reality.

Connect People Inside and Outside of the Organization Traditional business management applications are passive, backward-looking systems that report on the results of past activity. That’s no longer enough for businesses that want to actively engage with employees and customers. Systems need to connect information to provide insight into performance, as well as the interactions between people.

Business management systems of the future need to incorporate communication with transactions, helping customers to make the right decisions. Collaboration must be linked to production to coordinate workers who are not in the same room. Reporting has to evolve from tracking past results to visualizing future opportunities.

Unified Business Management From email to voice to video, from presence to social - business management solutions, including ERP and CRM, should help connected organizations to:

• Leverage the exploding number of channels to connect with customers, at the time and place of their choosing.
• Create an inclusive, listening organization by extending collaboration scenarios that exist internally to include customers.
• Evolve from an organization that engages with individual customers, to one that leverages the crowd to benefit the brand.

Connected organizations remove impediments that separate information from the people who need it. They foster internal and external connections that inspire innovation and improve productivity. Unified business management systems support connected businesses by providing insight that people need to make better, more informed decisions.

Microsoft has just released a white paper entitled “Dynamic Business: From Aspiration to Reality” to share the vision of how businesses can adapt to the new social realities. Download the white paper and let’s talk about how business solutions built to support innovation could help you build a connected organization.

Customer Relationship Management, also known as CRM, is big business. If Customer Relations are managed poorly you will not survive as a business, and to prevent this from happening many companies have been using software like Microsoft Dynamics CRM. Does your organization use Dynamics CRM?

Last year, Microsoft released the online version of its popular Microsoft Dynamics CRM software, taking advantage of cloud services and giving users the ability to access the software from anywhere. With the release came the same features as the offline version, plus some extra ones. Here are four features you can take advantage that’ll make using CRM Online that much more efficient.

Set Personal Default View If you use or view one section more than others, say that the majority of your work is done with accounts, you can set CRM Online to open to accounts.

• Choose which folder or heading you’d like to serve as your default.
• Click the View tab, and select Set As Default View in the top left of the screen (just under File).

Enable Additional Languages When you first start a new account with CRM Online, you will be asked to pick the main operating language. Microsoft calls this the Base Language. It is the language the system will work in unless otherwise specified. Once this has been set, you can’t change it, you can however change the language of CRM Online’s display and help screens, or add another language. This is useful for businesses that have a multinational working environment and want to give their employees an easier way to communicate.

To enable different languages:

• Click: Settings select System followed by Administration.
• You’ll see a Languages option, click it.
• In the page that opens, you’ll see a list of languages along with their status. Click the box beside the language you’d like to enable.
• Press Apply and the language’s status will change to enabled.

Once you’ve enabled the language, you can change Online CRM to show the new language by:

• Click File and select Options.
• In the window that opens, select Languages.
• You can select to change the User Interface Language (display language) and help language here.
• Click OK and you’ll see the interface has changed.

However, you won’t be able to change the language unless you are a system administrator.

Save CRM Shortcuts in Outlook Did you know that you can jump to folders in CRM Online from Outlook? It can be done by using Shortcuts.

• Open Outlook, and look for Shortcuts in the navigation pane (typically on the left).
• There’ll be space below shortcuts, so right-click on Shortcuts and select New shortcut. You can also hit “S”.
• A popup window will open displaying a list of options. Find your Online CRM organization name and press the white triangle beside it to open a list of subfiles.
• Find the file or location you want, select it and press OK. You’ll now see the location under Shortcuts in Outlook.

Sharing Charts Often you’ll be working on a project and be asked by colleagues how you made the chart, or if you could share the chart with them. Instead of sitting down and showing, step-by-step, how you made the chart, you can share it with them as long as they are also Online CRM users:

• Find the chart you’d like to share, click Charts at the top to display only charts. This’ll make it easier to find the chart if you also have other files in the same folder.
• Press Click here to view the chart on the right of your screen.
• Under the Chart ribbon, you’ll see the Share button. Click it.
• A new window will open, select Add User/Team.
• From this window you’ll be able to search for teams and people to share the chart with. Click the box beside their names, followed by Add and then OK.
• The people will show up in the previous window with share options. Click which permission you’d like to give the people, followed by OK.

The users you have shared the chart with will now be able to see it.

There are many other features in Online CRM and we would be happy to help you discover them. If you would like to learn more, please contact us.

Remote operations, home-based workers and accelerating customer expectations are changing the way we do business. The business processes that supported one team in one location won’t provide the best support for the extended workplace. An ERP implementation provides a unique opportunity to take a new look at processes and refresh the whole organization.

The first step in redefining business processes is for each department to identify the tasks that require coordination and collaboration between multiple individuals or groups. Then, define the challenges of the current process – where is communication breaking down and what are the ramifications?

Remote employee training example Let’s use an example of a business that needs to train employees regularly on new products.  The review identifies the following problems at each step:

• Coordinate attendance and logistics - Difficulty setting training dates without a number of scheduling iterations. Manual processes required to identify those employees who need training.
• Travel to training - Loss of employee productivity by taking attendees away from their jobs. Increased burden on attendees to coordinate travel planning.
• Evaluate performance - Attendee and instructor test scores manually consolidated from Word and analyzed in Excel.

Impact of the problems Once the problems have been identified, you can start on the path to correction.  It will be helpful to define the impacts of the problems, so that you can prioritize the importance. Impacts from our example would include:

• Increasing time and resources required to coordinate training and logistics as the company grows.
• Increasing costs of attendee travel as more employees require training.
• Data entry errors resulting from manual processes.

With clear definitions of the problems you are experiencing and the impact on the business, you can begin to evaluate ERP solutions.  A spreadsheet or other template can help organize and communicate your findings. Working with an ERP partner, you can determine the best way to automate the processes that are really holding back your teams.

Is it time for you to revisit your business processes? Let’s talk about how Microsoft Dynamics ERP can help your team improve efficiency and productivity.

Computers are used on a daily basis by the vast majority of those in business. As we tend to spend such a long time behind a monitor, one of things we like is the ability to customize our systems, add our personal stamp when we can. Software developers have been more than happy to oblige users, and have started to offer customization options for even the most utilitarian of programs such as Microsoft Office 365. Are you ready to get personal?

Microsoft Office 365 is first and foremost a suite of familiar office software for businesses to use in their day-to-day operations. But just because this software is instantly recognizable as a Microsoft product, it doesn’t mean that you can’t make some small changes to personalize your computing workspace. Here are a few ways you can do just that:

Set Your Profile Picture You can set a profile picture which will show up on any window or application that has the ability to show your image - e.g., Microsoft Lync. To set your picture:

1. Log into Office 365 and go to the Home page.
2. Click the My Profile header. It’s located in the top right hand side of the screen, underneath your name.
3. Click Change Photo.
4. Choose your photo by selecting Browse. It’s recommended that your picture be under 100kb in size, you’ll get an error message telling you if it is any larger. When you have selected your picture, press Save.

Add a Signature to Your Emails Many business emails include a signature at the bottom, a way to make each email seem a little more personal, or provide more information including contact details and a potential message about an upcoming promotion. To set your signature:

1. Navigate to the Outlook page, click on Options. It’s located in the top right hand side of the screen, underneath your name.
2. Click See all options from the drop-down menu that opens.
3. Select My Account, followed by Settings which is located in the left hand menu.
4. Under the Mail Tab, you will have an option to edit your signature. If you want Outlook to automatically place your signature on every outgoing email, click the radio button below the signature that says Automatically include my signature on messages I send.

If you don’t choose to have Outlook automatically add your signature, you can add the signature in your email by selecting the Messages Tab in each new email, and clicking the little arrow below Signature. A list of created signatures will be shown, select the one you wish to use.

Add Your Picture or Logo to Your SharePoint Site If your company uses SharePoint, you can add a logo or picture to enhance what is a relatively plain environment.

1. First, you need to create an image. You can use almost any picture, just ensure you can legally use it. Get creative, this is your space!
2. When you have the image you want to use, open SharePoint, click Site Actions and select More Options.
3. Select Picture Library, and in the window that opens, select a name for a new library, and press Create.
4. Your new Library should be on the left side of the screen. Click to open it and select Upload.
5. When your picture shows up in the library, select it twice, so it’s in its own window. Copy the web address from the top of the page.
6. Under Site Actions select Site Settings followed by Look and Feel.
7. Beside Logo URL and description paste the URL you just copied. Click Ok and your image will show up on your SharePoint site.

With a few steps you can make Office 365 a little more personal. Just be sure that you can legally use the images you select. If you would like to learn more about Microsoft Office 365 or any other Microsoft products, give us a call.