contracts

Why Do You Need Contract Lifecycle Managment?

joshsangster Apttus, Blog, Business Application Services, Salesforce

Contract Lifecycle Management (CLM) is defined as a methodical and established approach to managing a contract from post agreement origination through fulfillment, compliance and renewal. CLM is easily shuffled to the back burner during initial implementations of Salesforce and other CRM SaaS. Understandably so; it’s a process that is usually so tedious and ingrained that the parties responsible for the …

multiple orgs

Salesforce – Iteration Zero: How to Place an Org Under Source Control

stevemunleeuw Applications & Integration Services, Blog, Salesforce

You need an audit trail if you want to be able to see what has changed in either configuration or code.  A source control system such as Git can provide this audit trail.  The default out of the box Salesforce experience only tells you who made the last change and when, not a full history.  I’ll show you how to …

stressed man

5 Tips to Recover from a Setback

erinsobon Blog

We all know that feeling. Sinking gut, hot face, sweaty palms, slightly nauseous; the weight of guilt and disappointment sitting on our shoulders. From a five year old who broke a family heirloom (I’m still sorry about that vase, mom!) to a project manager who just reported a project status ‘Red’, the feeling is universal. Setbacks and failures, though painful and embarrassing, are a part …

annoyed woman

Dealing with Difficult People

debralarsen Blog

You know who I’m talking about. For me it’s the person who when I see him/her coming, my primal reaction is often to avoid that person, stress out when we have to interact, want to change him/her into someone else, to judge and blame them. However, I have to remember the only things I am able to control are my …

qa testing

Five Tips for Successful System Testing

joannaknott Applications & Integration Services, Blog

There are many different ways to look at software testing, and there are various challenges you may face. From my experience as a QA tester, I’ve seen these 5 stages that can help those tasked with software application testing. Make sure you consider these phases so you don’t fall into the QA testing traps many before you have experienced. Environment You …

communities

Are You Ready for a Salesforce Community?

joshsangster Applications & Integration Services, Blog, Salesforce

Salesforce Communities are a great way to increase interaction with your customers, partners, and employees.  Communities have come a long way since the early days of Self Service portals, and even since growing beyond the Salesforce Tabs + Visualforce method of presentation. Admins no longer need a development resource to meet business requirements, and have templates that offer configurable bespoke solutions. …

shutterstock_551856238 (1)-min

Psychology of Business Analysis

sheryllampert Blog, Business Transformation

I have no background in psychology but I do find myself acting the role of cubicle therapist. Although not explicit in the job description of a Business Analyst, it’s implied. Both roles require a great deal of analyzing human behavior. Some core competencies associated with the study of psychology and business analysis are listed below: Psychologist           …

domino-min (1)

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 …

measuring tape-min

7 Reasons to Avoid DIY Enterprise App Development

patrickwolf Apttus, Blog, Business Application Services

Enterprise App development is not like building a transistor radio. Unfortunately, as many companies grow in size, the allure of building a Do-It-Yourself application internally becomes more alluring – and also more risky. With more programing talent in IT eager to prove themselves and larger budgets to support consultants, DIY is a tempting road for many companies to go down. …

chess

You Can’t Fake Expert

erinzimmerman Blog, Business Transformation

  Hire a professional? Psshh please. With the internet king of DIY tutorials: 46 ways to play guitar like a pro, 5 steps to successful ERP implementation, or 7 ways to transform your business model; we become self-employed experts. When did a post with the highest number of views, likes and hearts become the best practice? As business and technology …

puzzle2

Assessing the Maturity of Self-Service BI

kevinmintmier Analytics, Blog, Business Intelligence

Without exception, my clients want to discuss self-service BI (“SSBI”). This isn’t surprising, as it’s both a buzz-word and mainstay of the analytics landscape. SSBI is universally recognized as a strategic driver and a business need, but some perceive it to be ambiguous or simply hype. I’ve had the opportunity to address this several times recently, and I’d like to …

group at table

Data Science: “Why?” Is Just the First Question

jasonfoster Analytics, Blog, Business Intelligence

Wheaties and beer may be the breakfast of ex-champions, but Pop-Tarts and beer appear to be the breakfast of hurricane evacuees.  Back in 2004, Hurricane Frances was on its way across the Caribbean heading toward Florida’s coast, in the wake of Hurricane Charley which had arrived several weeks earlier.  A week prior to the storm’s predicted landfall, Wal-Mart’s chief information …

lightbulb-3

A Consultant’s “Jerry Maguire” Moment

toddturman Blog, Our Culture Leave a Comment

Much is made of the elusive “moment of clarity.” That singular point in time in which a vision is crystalized and distractions are muted. When concept and meaning burst forth into form and truth. To some, it’s a spiritual moment achieved through considerable acts of sacrifice, study and faith. To others, it happens through intentional non-action. For many of us, though, it’s a …

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 …

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 …