Best Unused Salesforce Features
So, you're up and running on your new Salesforce CRM. Now is a great time to start digging into the solution for all those overlooked features that didn't take priority right away. Here to help, we've identified the four features in Salesforce that often go unused, but can make a big impact to your business. Read More
techCast WEBINAR
A Guide to Sales Process
Join us for our upcoming Ask the Admin techCast webinar on September 2 for a walk through of sales process best practices. These bi-weekly sessions are also a great opportunity to ask our Certified Admins all of the Salesforce questions you need to know. Register now.

New to Salesforce? Join our free, monthly New User Training for a complete rundown of the basics.
Dream Big
Register for Dreamforce '16 today and attend our training session at the largest technology conference in the world! Dreams really do come true.
Period Close Guide
A successful financial close is an important part of your overall organizational health, and since many of our clients use the summer months to close out their fiscal years, we're here to help with the key areas to consider and best practices to follow when closing out an accounting period in NetSuite. Read More
techCast WEBINAR
NetSuite 2016.2 
Features & Functionality
NetSuite's second major upgrade release of the year will see huge improvements for warehouse management and user productivity.

Register now for our upcoming techCast webinar on August 30 for a rundown of 2016.2's top feature and functionality updates.
An Alarm Clock with Initiative
At one time or another, we've all wished we had a secret assistant, guiding us along to be our most effective and efficient in our jobs. Well, your Sage solution wishes the same. Sage Alerts & Workflows is just that; a business activity monitoring tool for your Sage solution, it streamlines your operations and automates tasks saving you time, money, and stress. Learn How 
How to Know When Your System's Just Not That Into You
Our lives are filled with signs. 
Some are obvious. 
The empty light on your dash signals you to gas up your car; running out of clean socks tells you it's time to do laundry.

Others are slightly vaguer, like knowing when it's time to replace your home's plumbing or recognizing that you and your business system are headed towards Splitsville.

Yes, often the bigger the issue, the more ambiguity that surrounds the signs. There are a number of possible causes for those water spots in your basement, for those tedious month-end closes. But no one wants to be the Little Dutch Boy trying to prevent a blow up one day.

Consider the following a few -- often overlooked -- warning signs that may suggest your organization is in need of a new business management "relationship."

Recognizing the Breakup Warnings
Tangoing Tools
Are you spending significant time every month reconciling transactions and/or data from one system to another? The right business management solution for today's modern businesses is completely integrated, eliminating the need to pull data from one tool into your accounting system and then tediously check for errors or duplicate entries. 

If you're running multiple, disjointed processes across numerous, disconnected tools, it's a key sign that you have outgrown your system and aren't running the best-fit technology for your growing needs.

Death by Spreadsheets
Is your information handy and accessible when you need it, or does it require significant scrubbing before it's useful? If you're relying on spreadsheets to track and report your monthly financials -- exporting your system data, consolidating entities, and manipulating in Excel before presenting to key stakeholders -- your business is not at its best with your current system.

Chaotic Close
How does your month-end usually go? If it is more mayhem than methodical -- filled with an overload of manual, time-consuming accounts receivable and payable processes -- you risk not only an incorrect entry after the period is closed, but you're wasting valuable time and resources on inefficiencies easily remedied with a modern solution.

Bulk Batches
If you're waiting to process bulk transactions in your business management solution until your end-of-month cycle instead of entering them in real-time, your system data will never reflect your current financial status. This lack of accuracy and visibility only perpetuates a distrust of your system -- a big red flag in relationships and a sign that you're not leveraging technology to drive your business forward.


READ ON for the final three signs pointing to a break down in your current technology 
relationship -- and what do about it.

_________________________________________ 

 

Dana Larson

NetSuite Practice Lead 

Eide Bailly Technology Consulting

 

drlarson@eidebailly.com

 

 

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The Forgotten Side of Business Intelligence
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Growth Mode | When to Consider Add-On Applications
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Why Us

At Eide Bailly Technology Consulting, we trust there is a better way; a better way to do business and to realize the extraordinary potential in the marketplace today. Clients benefit from our proactive, consultative approach to technology. Our strategic technology services and solutions include infrastructure and networking, IT security, ERP and CRM, business analytics, custom application development and business planning.

 

We aim to be our clients' trusted business advisors, guiding them through the advancements in technology from assessing their business needs to implementing the right solution and supporting their systems.
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EIDE BAILLY TECHNOLOGY CONSULTING
844.476.8957




This publication is produced and published by Eide Bailly and distributed with the understanding that the information contained does not constitute legal, accounting or other professional advice. It is not intended to be responsive to any individual situation or concerns as the contents of the publication are intended for general informational purposes only. Readers are urged not to act upon the information contained in this publication without first consulting competent legal, accounting or other professional advice regarding implications of a particular factual situation. Questions and information for publication can be submitted to your Eide Bailly representative. To request reprints of this publication, send a written request to RequestReprints@eidebailly.com. 


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