Blog topics commenting on process, methodology and tools.
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
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