How to make the right decisions about your ERP systems

Enterprise Resource Planning (ERP) systems are a huge asset in today’s businesses. However, there is still some hesitation when considering integrating such systems. Not only is it a question of cost, time, and labor, but the organizational structure around a new system that managers must consider.  Not only is the decision about your ERP solution one that you will not revisit for a long time, but it’s also one that will influence how your business operates for the foreseeable future. The ERP decisions you make today will directly impact the efficiency of your business. Steve Ronan at BizJournal shares some things to consider if your company is evaluating a major change to your ERP systems.

  • Value planning – Defining how the systems will add value to the business – both quantitatively and strategically
  • Selection – Defining business processes, key requirements, adding value, short-listing vendors, and setting aside implementation time
  • Budgeting – Considering licensing, infrastructure, bandwidth, investment, and staffing costs
  • Program management/implementation – executing the implementation with discipline and predictability
  • Governance and sustainability – How will you ensure that future decisions about system changes control risk and don’t create unnecessary complexity and chaos?

Keep in mind when exploring ERP systems, look for experienced consultants in both vendor-aligned firms and independent implementation practices.

 

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How to Keep Company Leaders Looped In With A Trello Master Board

There are so many moving parts in a company, with levels of management working to keep a business running. Yet, the little tasks are what take up a lot of our time, stress, and efforts. Think about the number of emails, messages and phone calls you get on a daily basis. It adds up quick. Think about the levels of communication and management you need to inform and keep up to date with current projects. Inboxes fill up quick and a fast-paced workplace can create confusion or miscommunication. Evan LePage at Trello suggests  exploring the master board workflow for managers to practice effective communication and collaboration across the organization. Trello Enterprise, for example is a tool to keep collaborations in check. LePage suggests instead of adding another message to the pile, curate work and messaging for your executives with a Trello master board. The master board is a more visible collaboration and communication tool where everyone in the enterprise level is informed at real time and can communicate in a timely manner. According to the Trello blog, “it provides you with a single view of all the relevant cards from a variety of other boards.” Additionally, a master board works by having the freedom to share information between multiple Trello boards. LePage suggests using Unito, a two-way sync system to ensure all boards are visible to all users. When your entire team is aware of your master board workflow (which you should take time to master and relay to your team), it makes communication simpler. You can set up your Trello Master Board and sign up for Unito’s Board Sync Power-Up 14-day free trial by viewing the original Trello blog here. Company leaders have a lot on their plate to juggle already. Utilizing the simple Trello master board to ease communications and keep everyone in the loop is one less thing for leaders to worry about.

 

Original post by Evan LePage from Trello.

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Landmark Update Fails with Exit Code 2

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If install-lpa.pl fails with exit code 2, make sure your OS account is configured. To configure the OS account, type command secadm provision os-C -o -a in a Landmark command window.  Then try restarting the Landmark update.

 

Customize AD FS Login Screen – Login Instructions

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To customize the login instructions on your AD FS login screen, first you need to download the theme that will be updated. Then, you will update the onload.js script with your custom code, and then reset the theme to use the updated onload.js. Open PowerShell as administrator on the AD FS server, and follow these steps:

Download your theme:

export-adfswebtheme -name “<your theme name>” -DirectoryPath “<local directory>”

Modify the onload.js file located at <local directory>/script/onload.js:

Upload your modified onload.js file:

set-adfswebtheme -targetname <your theme name> -additionalfileresource @{Uri=’/adfs/portal/script/onload.js’;Path=”<local directory>/script/onload.js”}

The theme name that is delivered with the AD FS configuration is “default”, but you have the option of creating and customizing your own themes.

Customize AD FS Login Screen – Illustration

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To update the left-hand illustration on your AD FS login screen, open PowerShell as administrator on the AD FS server, and type the command:

set-adfswebtheme -targetname <your theme name> -illustration @{path=”<path to the  image>”}

The theme name that is delivered with the AD FS configuration is “default”, but you have the option of creating and customizing your own themes.

 

Seven Steps For Successful CRM Implementation

Customer Relationship Management (CRM) makes it easier for a company to keep track of their sales and marketing, yet people still feel hesitant when considering implementing such systems to their organizations. We hear stories of failed implementations, money wasted and chaos and frustration when learning the new systems. But not all CRM implementations go bad. When they do prove to be successful, companies immediately see a positive change in organizational productivity. But the major pain point with CRM isn’t with technology – it is entirely cultural. “The inconvenient truth is that some salespeople simply don’t want to utilize any system that monitors their activity or that they perceive as wasting their time,” says Marc Emmer at Forbes. “To use such a system requires a disciplined approach that is lacking in many organizations.”

Here are seven keys to utilizing CRM successfully.

  1. Pick the right system.
  2. Map your sales and marketing process.
  3. Consider creating an end-to-end solution.
  4. Pick the right partners.
  5. Get feedback early and often.
  6. Develop a project plan.
  7. Ensure you deploy a scalable solution that works.

Don’t be afraid to take the risk and implement a CRM system for your organization. Utilizing the right CRM can be a real game-changer for your company. As mentioned before, when implemented right, you’ll see an immediate return to your investment.

 

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Infor Recognized as Human Capital Management Leader by Nucleus Research

Nucleus Research has recognized Infor as a Leader in the latest Technology Value Matrix for Human Capital Management (HCM). The Nucleus HCM Value Matrix measures the ability of HCM vendors to deliver value in usability and functionality, and companies are placed into four categories: Leaders, Experts, Facilitators, and Core Providers. “Organizations are turning to Infor to deliver advanced technological capabilities to help do business better,” said Bill Vellante, Infor vice president and general manager. The Infor CloudSuite HCM will help organizations properly mange teams as it is structured to deliver insight into various aspects of employee management and is designed to help provide effective and economical solutions that can help companies save money and increase employee morale. With its powerful set of cloud-based human capital software solutions, the HR solution can replace certain complex processes, workflows, and systems with sophisticated, yet intuitive, technology, which can empower HR professionals to deliver more streamlined workforce processes and enhanced experiences.

 

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Customize AD FS Login Screen – Create Custom Theme

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The theme name that is delivered with the AD FS configuration is “default”, but you have the option of creating and customizing your own themes. To create a custom theme, open PowerShell as administrator on the AD FS server, and type the command:

new-adfswebtheme -name <your theme name> -sourcename <the theme to copy>

For your first theme, you will probably want to use “default” as the source.

To activate your theme, type command:

set-adfswebconfig -activatethemename <your theme name>

 

 

 

 

Customize AD FS Login Screen – Company Logo

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To update the company logo on your AD FS login screen, open PowerShell as administrator on the AD FS server, and type the command:

set-adfswebtheme -targetname <your theme name> -logo @{path=”<path to the  image”}

The theme name that is delivered with the AD FS configuration is “default”, but you have the option of creating and customizing your own themes.

 

How to automatically deduct a percentage from an invoice

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Lawson allows you to use distribution codes that allow for percentages to be negative which would create a deduction. Book the invoice at normal 100% for the expense account and use the distribution code to book the discounts to the proper GL accounts. The amount of the invoice will need to be adjusted to reflect the deductions taken.

If there is a vendor who always gets the same deductions, you can add the distribution code to their AP10 Vendor Record and it will always default onto invoices for that vendor.