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Human Resources
HR Technology Strategy, Selection and Implementation Case Study
October 22, 2020
Client Challenge A regional healthcare provider with 12,000 employees working in four hospitals, as well as 208 clinical settings and administrative...
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Due Diligence the Right Way During COVID-Era Acquisitions: Part T...
October 22, 2020
Part Two: Making Sense of Financials Here’s the deal: Business buyers and sellers are still completing symbiotic transactions during a time...
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Glen Birnbaum and Neil Gerber Featured on Local Peoria Podcast
October 20, 2020
Glen Birnbaum and Neil Gerber were featured on a local Peoria podcast, My Piggie Bank, to discuss business valuation. Glen, CPA,...
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Glen Birnbaum Featured on ABC Peoria
October 19, 2020
Glen Birnbaum was featured on a WHOI-TV news segment discussing the 2019 tax deadlines. Glen, CPA, ABV, ASA, CVA, CM&AA, is...
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3 Ways PR Can Boost NFP Fundraising Efforts
October 19, 2020
Fundraising is essential to the livelihood of any not-for-profit organization – especially in the age of the coronavirus pandemic. While...
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Using Posting Profiles in D365 Finance and Operations – Ben...
October 19, 2020
One of the main requirements for any ERP system is to provide control over postings from source subledger transactions to...
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Top Cybersecurity Considerations for Community Banks and Credit U...
October 19, 2020
Small community banks and credit unions have unique challenges when it comes to cybersecurity. They manage systems and data that...
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Office 365: Session Control via Continuous Access Evaluation
October 16, 2020
Office 365 services operate off a token expiration and refresh mechanism. This is a standard method used for authentication across...
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RFID Card Security and Attacks
October 15, 2020
In a previous blog post, we discussed what a radio frequency identification (RFID) access card is, what the risks associated...
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Top 10 Salesforce Winter 2021 Release Highlights
October 14, 2020
Salesforce releases updates to its platform three times a year (Spring, Summer, Winter). After a long summer, we have finally...
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Immediate Response Priorities and Pitfalls to Avoid during a Rans...
October 13, 2020
If your network experiences a ransomware attack, it is likely that your IT staff will want to immediately begin researching...
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Year-End Fundraising Strategies for Not-For-Profits
October 13, 2020
As we enter the last few months of 2020, it’s time for not-for-profit organizations to implement and activate their year-end...
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Becoming an Intelligent Retail Business
October 13, 2020
Data is unanimously considered the biggest asset of today’s business, even the retail business. When global research firm Incisiv asked...
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Discontinuation of Microsoft Hosted Tier 1 D365FO Environments
October 12, 2020
On Thursday, Microsoft explained to all Dynamics 365 for Finance and Operations (D365FO) customers that they will discontinue Microsoft hosted...
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Using Shipment Consolidation Policies for Warehouse Management in...
October 12, 2020
In this article, we will review where and how to configure shipment consolidation polices, useful tips, and close with a...
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Microsoft Family Group – Protecting Your Child’s Cell Phone U...
October 9, 2020
I discussed in a previous blog about how Microsoft’s Family Group service can help lock down a laptop or computer...
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NetSuite System-Generated Representing Entity Automation for Inte...
October 8, 2020
In the 2020.2 release, NetSuite has included some useful new functionality to automate the creation of intercompany Vendor and Customer...
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Why Now Is the Time to Advance a Digital Transformation Strategy ...
October 8, 2020
Unprecedented—a word that could almost be used synonymously with any reference to 2020. COVID-19 supplied a shock to the economy...
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TRANSFORMING MANUFACTURING RELATIONSHIPS: A UNIQUE OPPORTUNITY FO...
October 7, 2020
Controlled, predictable changes in how you manage relationships with customers and business partners can make it possible to identify and...
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Microsoft Teams New Feature – Together Mode
October 7, 2020
For people not accustomed to entirely working from home, the past few months living in a pandemic could bring about...
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New Considerations for Business Succession Planning Recording
October 6, 2020
View the webinar below https://youtu.be/YtdnyBX3B2s Our expert, Ray Lampner, along with Justin Alaburda from the Law Firm of Brennan, Manna and Diamond,...
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Due Diligence the Right Way During COVID-Era Acquisitions
October 6, 2020
Part One: Technology Questions and Considerations OK we’ll admit, this mug made our team chuckle more than it should have. Maybe...
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Coronavirus Spurs Virtual Phone System with Microsoft Teams
October 5, 2020
Nearly everything has changed this year with attempts to navigate life and business with the coronavirus. Going virtual has become...
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Microsoft Office 365 SMTP AUTH, Email Relay, and Header Analyzer ...
October 5, 2020
Traditionally, even when moving to the cloud, it’s rare to move everything to the cloud. There is usually a need...
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Table Browser Extension for D365: Part 3 Create Table Browser Ext...
October 2, 2020
This is the third in a three-part series discussing Microsoft Dynamics 365 Finance and Operations (D365FO) in the context of...
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A Beginner’s Guide to Manufacturing Cloud
October 1, 2020
What is Salesforce Manufacturing Cloud (MC)? This question has been the new buzz word since the CRM giant released its...
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Pam Wright Featured in Crain’s Cleveland Business
October 1, 2020
Pam Wright authored an article, NEO nonprofits should rethink event fundraising beyond COVID-19, which appeared in Crain's Cleveland Business. The...
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Table Browser Extension for D365: Part 2 Convert Bookmarklet to B...
October 1, 2020
In part one of this series, we talked about how Microsoft Dynamics 365 Finance and Operations (D365FO) can leverage the browser...
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A Beginner’s Guide to Financial Services Cloud
September 30, 2020
What is Financial Services Cloud? Financial Services Cloud is a Salesforce.com product that has been designed to support wealth management, retail...
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Table Browser Extension for D365FO: Part 1 Create a Bookmarklet
September 30, 2020
With Microsoft Dynamics 365 for Finance and Operations (D365FO) Enterprise Edition having a web-based client, all sorts of opportunities for...
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