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Technology

How to Optimize Leads Using Salesforce Financial Services Cloud

Technology

How to Optimize Leads Using Salesforce Financial Services Cloud

In its most simple definition, a lead is a person who is interested in your product or service. Companies may...

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Technology

What are CIS Benchmarks? 9 Things You Need to Know for Cybersecur...

Technology

What are CIS Benchmarks? 9 Things You Need to Know for Cybersecur...

In today's digital age, cybersecurity threats are ever-present and growing in complexity. Organizations of all sizes and industries are increasingly...

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Article

On Demand – Establishing and Monitoring Internal Controls f...

Article

On Demand – Establishing and Monitoring Internal Controls f...

https://youtu.be/qkIFqn26RvM Establishing and Monitoring Internal Controls for Not-For-Profits May 23, 2023 Join our internal audit experts as they cover financial and IT risk...

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Technology

Freight Management Solutions for Distributors

Technology

Freight Management Solutions for Distributors

The COVID-19 pandemic, labor shortages, and logistical challenges shaped today’s supply chain challenges for distribution companies. These obstacles have made effective...

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Article

Fraud Risks: 6 Operational Functions Manufacturers Should Review

Article

Fraud Risks: 6 Operational Functions Manufacturers Should Review

Businesses must have internal controls in place in the event that employee theft arises. Generally speaking, there are only a...

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Technology

Incident Response Plans for Cybersecurity Breaches: A Guide

Technology

Incident Response Plans for Cybersecurity Breaches: A Guide

Cybersecurity incidents are costly, damaging and often undetectable for weeks on end. To make sure your business is prepared when...

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Managed Services

Insurance Technology Trends & Observations for MGAs

Managed Services

Insurance Technology Trends & Observations for MGAs

MGAs, or Managing General Agents, are in the unique position to act on behalf of their clients, the insurer. Their...

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Technology

Importance of Regression Testing

Technology

Importance of Regression Testing

Regression testing is a critical process in any software development lifecycle, and this is especially true for Dynamics 365 Business...

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Technology

The Top 3 Reasons We Don’t Build Financial Services Cloud Data ...

Technology

The Top 3 Reasons We Don’t Build Financial Services Cloud Data ...

As the adage goes, “the customer is always right.” However, we wouldn’t be fulfilling our mission of providing the best...

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Article

Matthew Doherty Featured on CNN

Article

Matthew Doherty Featured on CNN

Matthew Doherty was interviewed on CNN to discuss the rising threats to lawmakers after a Virginia congressman's office was attacked. Matt...

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Article

Heather Peters Featured in Society for Human Resource Management ...

Article

Heather Peters Featured in Society for Human Resource Management ...

Sikich CHRO Heather Peters was recently featured in a Society for Human Resource Management (SHRM) article, “Getting Ahead in HR...

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Technology

From Yesterday to Tomorrow: Efficient, Results-driven Insurance T...

Technology

From Yesterday to Tomorrow: Efficient, Results-driven Insurance T...

Insurance companies are committed to serving customers with the best service levels and engagement experiences possible. They’re also looking to...

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Article

Grow or Die: Benefits and Considerations of Growth Strategies Thr...

Article

Grow or Die: Benefits and Considerations of Growth Strategies Thr...

We’ve done the math, and it’s simple: growth creates profits. And profits, well, they create an improved ability to withstand...

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Technology

How the Pandemic Changed Inventory Management

Technology

How the Pandemic Changed Inventory Management

When you’re operating with multiple branches, inventory visibility is critical. But when the pandemic happened, 78% of supply chains were...

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Technology

Microsoft Teams External vs. Guest Access vs. Shared Channels: Wh...

Technology

Microsoft Teams External vs. Guest Access vs. Shared Channels: Wh...

Microsoft Teams, a chat-based workspace in Microsoft’s Office 365 that integrates people, content and tools for your team, also allows...

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Article

Richard Lynch, Antony Nettleton Named New Leaders of CPA Business...

Article

Richard Lynch, Antony Nettleton Named New Leaders of CPA Business...

CHICAGO – May 15, 2023 – Sikich announced today that partners Richard Lynch and Antony Nettleton will take over as...

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Technology

How to Add Users to Impersonation Section for Anti-Phishing Polic...

Technology

How to Add Users to Impersonation Section for Anti-Phishing Polic...

A common practice for Microsoft 365 Defender is to implement an anti-phishing policy. These policies protect email accounts from being...

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Article

6 KPIs Every Professional Services Firm Needs

Article

6 KPIs Every Professional Services Firm Needs

As the leader of a professional services organization, your company and its people rely on you to make decisions about...

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Technology

Which Is the Right Version of Microsoft Dynamics 365 ERP for You?...

Technology

Which Is the Right Version of Microsoft Dynamics 365 ERP for You?...

If you don’t work with Microsoft Dynamics 365 every day or are not in close touch with developments at Microsoft,...

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Technology

The Top 5 Ways Financial Services Cloud Integrates with Insurance...

Technology

The Top 5 Ways Financial Services Cloud Integrates with Insurance...

Financial Services Cloud is a tool designed by Salesforce to help financial industry firms automate processes, speed up workflow, and...

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Technology

How EDI Can Improve 3PL-Distributor Relationships

Technology

How EDI Can Improve 3PL-Distributor Relationships

In the ups and downs of a global economy, distributors increasingly rely on their relationships with third-party logistics (3PL) providers...

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Article

Jon Byrd Featured in Modern Distribution Management (MDM)

Article

Jon Byrd Featured in Modern Distribution Management (MDM)

Jon Byrd was recently featured in a Modern Distribution Management (MDM) article, "The Cost of Poor Inventory Management." In it, he...

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Technology

7 Cybersecurity Controls to Defend Against Emerging Cyberattacks ...

Technology

7 Cybersecurity Controls to Defend Against Emerging Cyberattacks ...

It only takes one misstep to leave your data vulnerable to cyberattacks. New vulnerabilities have emerged as companies adopt new technologies...

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Article

The IRS Strikes Back: Employee Retention Credit Crackdown

Article

The IRS Strikes Back: Employee Retention Credit Crackdown

https://youtu.be/52mLz5K0zCs The IRS Strikes Back: Employee Retention Credit Crackdown May 4, 2023 Join our tax experts as they cover ERC rules and regulations,...

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Technology

The Top 3 Reasons to Choose Salesforce Financial Services Cloud O...

Technology

The Top 3 Reasons to Choose Salesforce Financial Services Cloud O...

You’ve heard that Salesforce Sales Cloud and Financial Services Cloud (FSC) can both revolutionize the way financial industry firms do...

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Article

Stop Losing Money on Implementations: Key Considerations from our...

Article

Stop Losing Money on Implementations: Key Considerations from our...

Technology is evolving rapidly in the legal industry. Our LegalTech team takes law firms, corporate legal teams and government agencies...

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Technology

Simple, Secure, Consistent: Create More Value From Data Assets an...

Technology

Simple, Secure, Consistent: Create More Value From Data Assets an...

Are you using the Microsoft Power Platform and need to deliver customer relationship management (CRM) capabilities to the business? Or,...

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Technology

6 Key Considerations for Implementing AP Automation in Microsoft ...

Technology

6 Key Considerations for Implementing AP Automation in Microsoft ...

Accounts Payable (AP) is a great candidate for automation, however, the process is often not a priority for many organizations....

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Article

Your Talent Acquisition Compass During the Great Reset

Article

Your Talent Acquisition Compass During the Great Reset

The result of a tight labor market in conjunction with an unsteady economy, companies have started to see a series...

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Technology

How to Test Your Business’s Ransomware Resiliency

Technology

How to Test Your Business’s Ransomware Resiliency

In the first month of 2023, there were 33 publicly disclosed ransomware attacks. It was the highest number of attacks...

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