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One Size Does Not Fit All – Create an O365 Governance Plan They’ll Use

kathleenzoller Applications, Blog, Business Transformation

I’ve noticed that when I discuss O365 governance my audience generally gets that “deer-in-the-headlights” look on their faces and quickly lose interest.  It’s just not a sexy topic, and the thought of preparing a governance plan can be daunting and overwhelming to the business.   Creating a simple governance plan scaled to the business can provide the necessary standards and guidelines …

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 Salesforce.com 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 …

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 …

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 …

gears

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 …

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 Force.com 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 …

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 …

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 …

businessman looking thoughtfully at computer

SOA vs. The Service Based Internet

chrissorel Applications, Applications & Integration Services, Blog

Some years ago Service Oriented Architecture (SOA) was put forth as a model for decoupling enterprise services and consumers. Although there are certainly great examples of robust SOA ecosystems, it never really lived up to its promise. Let’s take a look at how the service based internet is different, and why this model has become preferable to SOA in most …

Approval Stamp

Apttus Advanced Approvals

joemash Applications, Blog

Apttus Advanced Approvals allows organizations to develop approval processes that are above and beyond what Salesforce.com currently offers with their Approval Processes. Apttus Advanced Approvals allows for greater flexibility and visibility when it comes to Approval Processes. Here is a quick comparison of some of the advanced features: Apttus-AWA-Datasheet   Additionally, with the latest release of Apttus Advanced Approvals (7.2) …

man with word clouds

Core Components of the Service Based Internet

chrissorel Applications, Blog

My last post discussed the Service Based Internet and its importance. For this post, I wanted to focus on the Core Components of the Service Based Internet. Challenges of Service Based Architectures There are considerable benefits to having a loosely coupled, widely distributed system. In decoupling the various components of our systems, however, we have to contend with several challenges associated …

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Five Questions to Ask a Salesforce Consultant or Independent Software Vendor (ISV)

pauldanek Applications, Blog, CRM, Salesforce

If you’re seeking a consulting services firm to assist you with a Salesforce.com project or implementation, you’ve probably realized, you’re faced with many choices. Beyond finding a partner that is an official partner of Salesforce, with certified Salesforce Sales, Service and Marketing Cloud consultants and developers, what else should you look for? Here are five questions to ask to help …

man clicking security icon

The New Enterprise Application Landscape: Application Security

chrissorel Applications

In this series, we’ve been examining the core concerns of the New Enterprise Application Landscape . In my last post, we looked at enterprise mobility. Today we’ll explore another core principle: Application Security. The State of Application Security It seems like nearly every week there’s a new data breach exposing thousands or even millions of personal records: social security numbers, …

note with the word rules

Constraint Rules in Apttus

crmpractice Applications, Blog, CRM, Salesforce

Taking Your Salesforce Quotes to the Next Level, Leveraging Constraint Rules in Apttus Constraint rules can make your life easier when configuring Apttus CPQ.  They allow you to include, excludes, recommend, validate and replace products based on business logic.  At the core, a constraint rule is an if/then statement.  Thinking of it that way helps when configuring the rules and …

people checking phones

The New Enterprise Application Landscape – Enterprise Mobility

chrissorel Applications, Applications & Integration Services, Blog

In my last post , we explored the state of the enterprise, how Mobility, Security, Usability and Actionable Data are core functionality and must be considered in every system. Today we’ll dig a little bit deeper into the first of those areas: Enterprise Mobility. The State of Enterprise Mobility The mobile revolution has been a remarkably quick one. In less …

Lightning

Salesforce Lightning Components

bryanfrye Applications, Blog, Business Application Services, CRM, Salesforce

The Lightning Component Framework is Salesforce’s new framework for building dynamic single-page user interfaces that will run on phones, tablets, and the desktop.  The Salesforce1 Mobile app was developed with Lightning Components and Salesforce is now opening up that framework to developers and administrators to build their own components and applications that can be used in the Salesforce1 Mobile app. …

man losing mind over business

Stop the CRM Insanity

erinmackenzie Applications, Blog, CRM, Transformation

It’s no secret many organizations have implemented CRM software solutions with minimal business gains. Why is it that companies continue to make the same mistakes with CRM implementations years later after continuous published failure rates? Gartner forecasts that CRM spending will continue to increase as many organizations rush to implement or upgrade to new solutions. There are many ways to …

happy couple looking at talet

Understanding the New Enterprise Application Landscape

chrissorel Applications, Blog

In the past few years, we have witnessed a series of fundamental shifts in the way people think about and engage with their business systems. We’ve seen the birth and maturation of the mobile revolution, we’ve seen the great migration to the cloud, and we’ve seen the rise of user driven BI. Additionally, we’ve witnessed unprecedented data breaches that have …

Analytics Cloud blog

What IS the “Analytics Cloud”?

crmpractice Analytics, Applications, Blog, Salesforce

After Dreamforce 2014, you might have already heard of Salesforce.com’s newest offering, the “Analytics Cloud”. If you’re like many of our clients, you’re asking yourself, “What’s it all about, and what does it mean to Salesforce customers like me?” Put quite simply the “Analytics Cloud” is Salesforce’s new Business Intelligence & Analytics tool. Until now, customers seeking advanced BI & ...