A Case Study: Who Did We Help? We were asked to help a Canadian nonprofit group (approx 80 employees) with their Account Model standardization. One… Read More »Measure Twice, Cut Once: How To Standardize a Salesforce NPSP Account Model
My work in data system consolidation is very rewarding; I greatly enjoy the challenges that our clients bring us, and love working with my team at… Read More »How To Carry All Those Nuts
These days, figuring out how to implement a system that you need for your business can be a challenging process. Do you buy something “off… Read More »Buy or Build? NetSuite Customization
In our consulting work, we are often pinned between a world of software functionality (and limits) and client functionality requirements (which are sometimes known ahead of… Read More »CRM Functionality Lists
* Quote from George E. P. Box A few weeks ago I got a cold call on a Saturday morning (on my cell phone?!) from… Read More »“All models are wrong, but some are useful.” *
Most people who use data on a daily basis just think of data as it relates to their application or software (such as “Contact or Leads”,… Read More »Layers of Data
A lot of the work I do with my colleagues at OpenIssue involves informing people about their technology options and different approaches to adopting these… Read More »Technology Myths
Data conversion preparation is a key step in making sure you have a successful transition to your new system. Preparing for a conversion of benefits… Read More »Human Resources Systems: Data Conversion Preparation
The goal of talking with a vendor about a technology solution is to gather information to help you make the right decision. How do these… Read More »How To Choose a Cloud System: Test Your Top 10
If you want to communicate effectively, it’s important to be aware of your habits. My engineering team and I often speak and write in acronyms… Read More »Our Acronym List