man on computer

Data Migration from Legacy System to CPQ

balasadayappan Applications, Apttus, Blog

The Apttus CPQ tool is a highly complex managed package that installs on the platform to enable a seamless Configure-Price-Quote solution.  Simply installing the managed package is almost never enough though, for our clients to achieve their business goals.  Your teams have years or decades of Opportunity, Quote and Account records that allow them to paint a picture of …

man at winning line

Change Enablement is a Bunch of Theory and Fluff

erinmackenzie Blog, Change Enablement, Collaboration, Transformation

The Daunting Sales Meeting I’ll never forget the sales meeting. As we walked into the conference room, there are about 10 folks crowded around the table politely smiling as we shake hands and complete introductions. As usual, this is the toughest part of my job (well, maybe not- but we’ll get to that in a later post). The butterflies have …

lightbulb painting

SharePoint Business Solution Deployment: Develop

chrispeters Applications, Blog, Business Application Services, SharePoint

Major Deployment Phases   In this third article we’ll dive deeper into the DEVELOP phase of SharePoint Business Solution Deployment. DEVELOP – Once the design has been finalized and approved, we can get started on the actual development of the SharePoint solution. During the develop phase, the solution team will provision the SharePoint environments, features and components necessary to meet …

man's head

The Value of Attribute Value Rules: Apttus CPQ Implementations

bobmartelle Applications & Integration Services, Apttus, Blog

Attribute Value Rules (AVRs) can turn a complex CPQ Product setup utilizing attributes into a dynamic, easy-to-use UI for End Users.  AVRs, when implemented through a thoughtful solution design, can mitigate the proliferation of attributes and products alike. Instead of creating multiple products and attributes to achieve the complexity that most clients need in the Cart, AVRs can and will …

people cheering

Empathy: The Best Tool for Understanding Users

jaylyndawson Blog, UIUX

A user is: a consumer, a customer (or potential customer) and so much more because a user is a person. They’ve had experiences over the course of their lifetime that influence their thoughts, feelings and reactions about a given situation, product or service. As a User Experience (UX) Design professional I’m expected to understand who the users are no matter …

arrow man

Omni-Channel Service – Bridging the Gap Between Inbound Service Channels

cindiesmith Applications & Integration Services, Blog

Today’s Customer Service organizations are trying to invest in new service channels to meet the needs of their consumers. Existing core technologies already handle service originating from Calls, Emails and Web; however recent customer behavior has added Social Media, SMS, Chat, Apps and Voice Chat. The opportunities to engage and serve continue to grow. Omni-channel represent the different points of origin …

man holding help sign

Change – What’s In It For Me??

debralarsen Blog, Business Transformation, Collaboration, Transformation

The answer is not a new bottle of Tums. Research findings from Gartner1, Prosci2, and other highly reputable firms, consistently substantiate change management. More specifically, managing the people side of change is a leading factor in having the most impact on the ROI of projects. Lack of structured change management is called out as a main factor in projects not …


Data is King

susiekokoska Applications & Integration Services, CRM

Have you made an investment in Salesforce to transform your business, only to find that you cannot report on your business requirements due to missing or illogical data?  Perhaps your open pipeline report has opportunities with close dates from 2 years ago, an active contract report counts expired contracts or your NALA account report has accounts from APAC. The key …

people designing

Phased Approach to SharePoint Business Solution Deployment – DESIGN

chrispeters Applications, Blog, SharePoint

MAJOR DEPLOYMENT PHASES In this second article we’ll dive deeper in to the DESIGN phase as we cover each of the other phases in future articles in this series. The DEFINE phase was covered in our last post that you can reference here. 2. DESIGN – The initial design of the SharePoint solution can be created once the project has …


The Case for a Single Org Environment

susiekokoska Applications & Integration Services, Salesforce

With the prevalence of Salesforce in the marketplace, more and more companies are finding themselves operating multiple instances of Salesforce, whether through mergers and acquisitions or because different departments or business units rolled out unique instances due to the ease and speed of implementation. While circumstances may dictate the need to maintain multiple organizations due to requirements such as security, …


Better Business Project Management with JIRA Core

jimintriglia Applications, Applications & Integration Services, Blog

Most business projects are accomplished by a process that involves people working together to complete a series of tasks and activities in order to achieve the project’s goal or objective. The manner by which a project is led and governed also has a significant impact on the overall outcome of a project. The JIRA Core for Business platform provides business …


From “Heroes” To “Zeroes” With Knowledge-Centered Support

isaaclewis1 Blog, Collaboration, Transformation

Since 1992, Knowledge-Centered Support (KCS) has gained momentum as a best-practice to increase the efficiency and effectiveness of customer service. No doubt its growth comes from the report of 60% decreases in resolution time, 50% increases in first contact resolution, and other astounding results claimed by KCS-driven organizations. Many good articles and presentations discuss these outcomes, so I will not …

happy coworkers

Applying a Phased Approach to Ensure Better SharePoint Business Solution Deployment

chrispeters Applications, Blog

Following the first article in this series, we’ll now dive deeper in to the DEFINE phase and then cover each of the other phases in separate articles in this six-part SharePoint series.  Below is a brief description of each solution deployment phase. 1. DEFINE – The Define phase helps to set the stage for successful solution delivery by outlining the steps necessary to better …

man coding

APEX: How-To Avoid SOQL101 Issues Using Advanced Trigger Pattern

clervalfokle Applications, Blog, Salesforce

Who should read this? This blog entry will be useful for: any advanced developer or architect beginner or intermediate developers interested in advanced apex development technical consultants in the role of Architect/Senior Developer, working on projects involving multiple developers in environments with complex business logic involving either several objects in either Sales or Service cloud or integrated environments Why …


Detect Coding Problems Early with Continuous Integration

andrea Applications & Integration Services, Blog

Continuous Integration (CI) is a development practice that requires developers to integrate code into a shared repository several times a day. Each check-in is then verified by an automated build, allowing teams to detect problems early. By integrating regularly, we can detect errors quickly, and locate them more easily. In order to setup the continuous integration you will need a …

Business people

Better SharePoint Business Solution Deployment

chrispeters Applications, Blog, SharePoint

Why do we need a phased approach to rolling out SharePoint business solutions? SharePoint offers businesses an excellent opportunity to leverage out the box features to accomplish a variety of business functions from team member collaboration, document management and information sharing to automated project task tracking and issue management and just about everything in between. Unfortunately, the most common challenges …

folders art

To Use Folders or Not to Use Folders – That is the SharePoint Question

andrea Applications

The project sponsor says “We are migrating to SharePoint 2013 because we want to use metadata and content types instead of folders to resolve our content issues.”   This is a valid project requirement, particularly for companies migrating from an old intranet platform or file shares.  But what do you need to consider in answering the question of using metadata versus …

two people looking at tablet

3 Steps to Crafting a Successful Change Management Process

shaillachand Apttus, Blog, Salesforce, Transformation

You’ve decided to make the move away from your legacy CRM platform to Salesforce. There are two possible reasons for this change: You’re being proactive. The company is growing and it’s an exciting time to be there. You want to find better ways to best equip your Sales team with the right tools to sell as best they can. You’re …

apttus at Dreamforce

Increase your Salesforce Adoption and Productivity with X-Author

nikilotte Applications, Apttus

How much do your business users enjoy working in Salesforce? Are they switching between the browser and Excel worksheets, just so they can continue working in spreadsheets? Does it take hours for your IT or Salesforce Admin to update data? Are you – and your managers – frustrated because you’re not making the most of your Salesforce investment? Stop getting …

pulp fiction

What “Pulp Fiction” Taught Me about Consulting

pauldanek Blog

Do you have favorite movies, that whenever they’re on TV, you absolutely HAVE to turn them on and watch a bit? I know I do. One of my absolute favorites is Pulp Fiction (though the censored for network TV version is excruciating to watch). I’m sad to admit that I’m old enough to have seen the film in the theater …

man holding out hand

5 Biggest Hiring Mistakes

kareybrown Blog, Recruiting

Creating Unrealistic Job Descriptions Who would you rather hire? Someone who is talented and can deliver results for you or someone who lists every skill on their resume that matches to an unrealistic job description?   We see this all the time. Hiring managers design a laundry list of technical skills and certifications that are required for a role that no …