Every industry has their jargon. Acronyms can be confusing, and common terms can take on entirely different meanings when you venture outside your field. When it comes to evaluating ERP or CRM software, you’ll be well equipped with the following primer.

Start with the basics

ERP. Enterprise Resource Planning is a software system that manages the transactions and flow of data between all the business functions in an organization, including: financial management, human resources, manufacturing, supply chain management and project accounting.

CRM. Customer Relationship Management is a software system that manages the flow of data for a business’s sales, marketing and customer service functions.

XRM. A term used to describe the functionality of CRM to manage more than customer activity. XRM can be used to manage the flow of data for any definable entity. For example, XRM could be used to track and schedule the use of company equipment.

LOB. Line of Business applications are software systems that deliver functionality for a specific industry business requirement. LOB applications are often integrated with the ERP system, for example: an engineering firm uses a computer aided drawing application to calculate material requirements, which are then integrated into ERP for costing.

BI. Business Intelligence is the reporting of data from the ERP, CRM and LOB applications in a form that is useful to business decisions makers. BI applications can include dashboards and reports as well as charting and analysis tools.

Add-on Products. Most ERP applications manage the high level functionality that most organizations need, and depend on an ecosystem of development partners (see ISVs below) to create applications that manage special requirements. For example, an ISV might develop a warehouse management system specifically built for the beverage industry.

Service Providers

VAR. Value Added Resellers are professional service companies that specialize in the installation, configuration and training services supporting the implementation of ERP, LOB and CRM systems.

ISV. Independent Software Vendors are application development companies that create software to address specific industry or niche market requirements.

SI. System Integrators are professional services companies that help businesses integrate all of the systems in their organizations for a more holistic approach. SIs often have the capability to create custom applications that will integrate into enterprise ERP systems.

Partner. Includes VARs, ISVs, SIs and other service organizations that support a software vendor’s products. For example, Microsoft partners are members of the Microsoft Partner Network (MPN). The MPN program provides training and certification to their network of 640,000 partners.

MSP. Managed Service Providers are professional service companies that provide outsourced management of technical services for organizations. For example, an MSP may remotely manage a company’s in-house computer servers.

Next week, we’ll define common technical terms, including the latest “cloud” jargon.  If you would like a deeper understanding of any of these terms, give us a call. Let’s talk about what ERP or CRM could mean for your business.

Customers have high expectations and they’re getting higher all the time. They expect quick responses and accurate answers. Whether chatting online, sending an email, or calling you on your phone, customers don’t expect to wait, or to get passed on to someone else. It’s not easy to meet those expectations if your employees have to go to more than one place to find the information or documents they need to answer queries.

Connect Departmental Silos If your organization has silos of sales, service, operations and accounting data, it’s time to connect those systems. A fully integrated system with shared data will:

• Allow salespeople to see where orders are in the fulfillment process
• Let customer service reps know where the item is in the supply chain
• Help accounting bill service tickets more quickly
• Provide access to actual in-stock inventory and price information

Sales and Service Teams Can Add Value In addition to added customer service, your sales and service teams can build sales with connected systems. With instant access to information across the organization, they can cross sell and upsell to build order value:

• “Model 365 is in stock and priced at $45. However, Model 367 with the automatic turn-off is only $50. That’s quite a deal.”
• “We just received a shipment of gilded cases for that violin. That makes a beautiful set.”
• “The technician is on his way out to fix the printer.  We are having a sale on cartridges, would you like him to bring you out your usual order?”

With connected information, customer satisfaction and the opportunity to enhance order value go hand in hand. Is it time to break down the silos of information in your organization? Microsoft Dynamics ERP and CRM solutions are built to work together for unified business management. Let’s talk.

Collaboration is all around us. We see it on a daily basis in both our personal and professional lives. At work we cooperate with colleagues, managers, suppliers, customers and almost everyone we come in contact with at the office. It’s become so important that if businesses have employees who don’t mesh, their chances of success are almost non-existent.

Here are seven tips on how to improve collaboration within the office environment.

1. Open communication. One of the keys to successful teams is the adoption and encouragement of an open communication culture. With this, teams are better able to grasp what’s going on within the company, and be more efficient contributors and team players.
2. Use the right technology. It seems like there are a million different software and technology options out there. Some of the tools available offer some fantastic features and it’s easy to get sucked in by a flashy component. It’s important that when choosing a tool you pick one that meets your company’s needs and is easy to use.
3. Collaboration tools must play well with others. It’s beneficial to select systems that can be seamlessly integrated with other tools and software used by your employees. If your solutions don’t work together, all parties won’t be able to work together.
4. Employee learning is key. When you find the perfect tool to use, be careful to take time and learn how to effectively use it. Training for the users of the tool is equally important.
5. Work hard, play harder. Teams and departments should step away from their computers and actually have face-to-face meetings at least once a week. These meetings should be a mixture of formal and informal, and offer employees a chance to come together as a team, unwind and share ideas. A team that can interact well will always work together with greater efficiency.
6. Mobilize. The smartphone is here to stay and with each passing year the number of users grows exponentially. It’s beneficial to encourage the use of these devices, and look for mobile solutions that allow users to be a part of the group while out of the office. If you do allow mobile devices, be sure to establish a clear usage policy so employees know how and when they should be using their phones.
7. Don’t just focus on internal collaboration. One of the most common mistakes companies make is that they focus on group participation within the business, but don’t provide adequate support for external interactions. Be sure you integrate tools that provide stakeholders with a way to connect and work with teams within the company.

With a team that interacts effectively you’ll see happier employees and higher profits: a win-win situation. If you have any questions regarding collaboration tools, or other ways to increase business value please don’t hesitate to contact us.

Macs running OS X are often touted as the most secure machines. While OS X is definitely more secure than other operating systems, it may not be as secure as owners think. A new trojan that takes advantage of a security flaw in OS X has been discovered, and it’s a doozy. This has the potential to be a security nightmare.

If you mention “OS X” and “virus” in the same sentence, you’ll get some weird looks from Mac users. Traditionally viruses and trojans on OS X were near non-existent, but there’s a Mac specific trojan, codenamed Flashback, that has affected more than 600,000 computers. This is big news as it shows that machines running OS X may not be as secure as first thought.

Many Mac owners are unsure of what exactly the Flashback trojan is, what it does and how to ensure they’re not infected. We’re here to help clarify the situation.

What is a Trojan and What Does Flashback Do? In general terms, a trojan is a piece of malicious software that infects a computer and gives control of part, or the whole computer to hackers. The Flashback trojan takes advantage of an OS X Java vulnerability and infects computers by tricking them into downloading a fake Java update.

When the program is installed, Flashback will download and install the main trojan code without the need for permission from the administrator. From there it proceeds to hijack your browser, redirect search queries to websites developed by hackers, and then take advantage of pay-per-click advertising.

Why Should I be Worried? While this version hijacks your browser, there are far more sinister things it could do. As this trojan acts as a downloader, there’s nothing stopping the developers from updating the malware to steal passwords, banking information and other confidential information.

How do I Ensure My Mac is Clean? Apple has released an update for machines running OS X 10.6 and later. The first step you should take is to update your computer to patch the vulnerability. To update your Mac:

1. Press the Apple logo, located in the top right hand of your screen.
2. Select Software Update...
3. Press Install and Restart.

While the patch will prevent Flashback from working, it won’t delete the program if you’ve been infected. The Internet security company F-Secure has developed a script that scans your computer and removes Flashback if found. Once you have downloaded the script, open and run it. The script will search your computer and place the infected files in an encrypted ZIP folder labeled Flashback_quarantine.zip.

Flashback has infected a higher number of Macs than any other trojan to date and goes to show that Macs also have security flaws. This also serves as a reminder that you should have a virus scanner and security program running on your Mac. If you have any questions regarding the security of your Mac or other devices, please don’t hesitate to contact us. We are here to help keep your machines secure.

With the multitude of devices at our disposal we have become a society of interconnectedness, and have seen once clear divisions of work and personal life blend into one. This has created an international society of workers who are experts at balancing a number of tasks, while never really being able to focus on one task. There are just too many factors pulling our attention in multiple directions.

It’s time to reclaim our focus at work and here are seven tips to help you do so.

1. Practice productivity wind-sprints. While at work, we’re normally doing work while browsing Facebook or chatting. This can be harmful for productivity and shifts your focus from important work related activities. Interval training is a great way to increase your focus. Get a timer, set it for ten minutes, and focus solely on your work. When the timer goes off take a two minute break.
2. Defensive scheduling. Our days are filled with commitments and we struggle to keep up with our projects or find time to work uninterrupted. Schedule a meeting with yourself at a convenient time. Treat this meeting like a real meeting, no interruptions. This is your time to focus on important tasks or projects.
3. Socialize with your tablet. Separate work from social activities with a tablet. We’re often just hitting our stride with work when BING, we get a chat message. What do we do? Immediately reply to the message. When we do that we lose our focus and struggle to regain it. Why not use use your tablet for all social activities and work computer strictly for work? Combined with tip one, this could really help you focus.
4. Realize your unconscious focus. The vast majority of managers often aren’t sure what the top issue in their mind is. It comes with multitasking, we’re always making less important ideas critical, and this takes our focus off the most important issues. To realign your focus take some time, let your mind wander, and make note of the ideas you keep returning to. These are your most critical issues.
5. Focus on most important tasks first. When you get into the office in the morning switch off your phone and email alerts. Focus on your most important priorities, this will give you time to get your most important work out of the way, before you shift your focus onto other less important projects.
6. Disconnect. Many of us don’t take time to give our brains a rest, we’re always thinking and possibly worrying about work. It’s beneficial to your mental and physical health if you take time each day to disconnect from the office. Temporarily sever all ties with the office and focus on something you enjoy doing. Remember, this is your time don’t think of work, focus on the activity.
7. Can’t focus? Consider if what you’re doing is right for you. If you find that you really can’t focus, even with the previous techniques, it might be time to consider that what you’re doing is actually something you don’t care about or enjoy. If this is true for you, then it’s time to start looking for a change.

With these tips you should see an increase in your focus and productivity. If you would like to know more about how to improve your productivity please contact us, we can help.

Everyone has the right to privacy and most are willing to go to great lengths to keep their information private. When it comes to the Internet however, many of us seem to be freer with our private details. Companies have been taking advantage of this and have been using the Internet to research applicants who apply for jobs. A few companies have gone a step too far, much to the indignation of job seekers.

News agencies have been carrying stories about companies that have been asking job applicants for their Facebook logins and passwords before or during an interview. This is a slightly unsettling trend when observed from the job interviewee viewpoint.

It’s become a common practice of employers to look at the social profiles of potential employees to get to know the job seeker on a more personal level. Users have responded by ensuring that their profiles are private, much to the chagrin of would-be snoopers. So what have companies done? Some have started asking potential employees for access to their social media usernames and passwords. This new practice has the masses wondering, “Is this legal and am I protected?”

Currently there are no laws (in the US) that state that it’s illegal for employers to ask employees, potential or otherwise, for their social network usernames and passwords. There are however lawmakers in California, Maryland and Illinois who have introduced legislation that will bar companies from asking for account information. But this is by no means law yet.

Facebook has weighed in on this as well, “This practice [asking for passwords] undermines the privacy expectations and the security of both the user and the user’s friends. It also potentially exposes the employer who seeks this access to unanticipated legal liability.”

What Facebook means by this is that if a company does check into a potential employee, sees they are part of a protected group e.g., LGBT, and does not hire a person on those grounds the company could face claims of discrimination. Beyond that, Facebook also pointed out that giving out or soliciting passwords to your or another user’s account is a breach of Facebook’s Statement of Rights and Responsibilities.

According to most articles, this is a fiasco. But if you look at it from an HR point of view, you want to know that the person sitting across from you really is who they say they are. You are protecting your interests as much as the interviewee is protecting their privacy. Short of asking people for their passwords there are five legal actions you can take to find out more about an interviewee.

• Basic Internet search: Your results may return hits for other people with the same name. To get around this, narrow the search by adding an email address, phone number or address.
• Facebook: It’s perfectly fine to use Facebook to search for a job seeker’s profile and do a little social snooping. Don’t forget, there are other social media sites out there, LinkedIn is a particularly good source for discovering a person’s work history. A big boon of Linkedin is that users tend to be free with their work related information on this site.
• Conduct background checks: It’s a good idea to conduct checks, especially if you work with money or other high value items. If you don’t have time to conduct checks, there are companies that will conduct checks for you. It’s important to be aware of the law regarding background checks in your region.
• Ask for, and check references: Companies just don’t do this anymore. It only takes a few minutes to call or email each reference provided. If you call the referrers and ask the right questions, you could learn a lot more about the applicant this way.
• Prepare ahead of time: We are all busy, but it’s important that you look over a resume before the interview. Pay close attention to employment history and take note of gaps in employment or short stints (less than one year) at companies.

You will be able to find just as much information about a person by using legal means to research as compared with asking for their social media accounts. If you would like to learn more about Facebook or other social media sites let us know.

Today’s social connectedness, mobile devices and instant interaction, “any time, any place” are changing the way your customers live and work. To remain competitive, your business needs to adapt to the new reality.

Connect People Inside and Outside of the Organization Traditional business management applications are passive, backward-looking systems that report on the results of past activity. That’s no longer enough for businesses that want to actively engage with employees and customers. Systems need to connect information to provide insight into performance, as well as the interactions between people.

Business management systems of the future need to incorporate communication with transactions, helping customers to make the right decisions. Collaboration must be linked to production to coordinate workers who are not in the same room. Reporting has to evolve from tracking past results to visualizing future opportunities.

Unified Business Management From email to voice to video, from presence to social - business management solutions, including ERP and CRM, should help connected organizations to:

• Leverage the exploding number of channels to connect with customers, at the time and place of their choosing.
• Create an inclusive, listening organization by extending collaboration scenarios that exist internally to include customers.
• Evolve from an organization that engages with individual customers, to one that leverages the crowd to benefit the brand.

Connected organizations remove impediments that separate information from the people who need it. They foster internal and external connections that inspire innovation and improve productivity. Unified business management systems support connected businesses by providing insight that people need to make better, more informed decisions.

Microsoft has just released a white paper entitled “Dynamic Business: From Aspiration to Reality” to share the vision of how businesses can adapt to the new social realities. Download the white paper and let’s talk about how business solutions built to support innovation could help you build a connected organization.

In order for your IT department to be successful, you need a strategic plan that will both optimize your workflow and help to define your practice’s needs. The well thought out and executed plan will exhibit a focus on the experiences of your staff and patients. Here are five considerations that can help you develop your strategic IT plan.

1. Improve the patient experience. Many healthcare practitioners consider the patient experience a major challenge, yet don’t give much thought to how IT can improve it. Consider what you can do electronically to support patients, whether they're in your facility or not. Electronic forms? Email and text message reminders and confirmations? Kiosks?
2. Consider best practices. Technology can help you get to know your patients better. The Web, for example, can be used as a first point of engagement. Ask a few questions of visitors, then tailor your responses to their needs. A patient interested in a first consultation would receive different information than one preparing for his or her first round of cancer treatment.
3. Don’t forget the staff! Your staff needs successful workflows to interact effectively with patients. Common errors are multiple devices and different logins. Keep in mind how clinicians work to develop efficiencies. Your staff needs to be able to provide clinical care without being tied to a PC.
4. Use social media. Social media often isn’t included in IT planning, as it’s usually more of a marketing consideration. Without thinking about how it will be used, it will become difficult for patients and staff to have a singular experience. Your IT department needs to work with other departments to develop a social media plan that will yield a consistent presentation to the end user.
5. Use integrative planning. Typically, IT does its strategic planning in isolation. Ideally though, IT would plan with other departments. This “integrative planning” allows for a consistent plan supported by all parts of the practice.

One issue that’s gaining steam, especially with SMEs, is business continuity planning. Many companies are starting to develop plans so that they can continue to operate through both problems large and small. If you’re one such company, and are stuck at the point where you need to choose between software and templates, we have some advice for you.

The decision between templates and software can be a tough one to make, as whichever one you choose, you’ll be using and relying on for a long time. To help you we’ve covered some pros and cons on both choices:

Using Software If you choose to go with a software program, you will be walked through the whole process allowing you to develop a useable plan. Another benefit of using software is that you’ll be able to develop reports if needs be.

The drawbacks of using software include cost, inflexibility and learning time. For the most part, business continuity planning software is not cheap, and at times can be inflexible due to limits within the program. If you have a niche need, the software may not cover it. In addition, as with mastering any program, the learning curve can be quite steep.

In general, using software would be advantageous for companies that have a bigger budget for the development of a continuity plan. Software is also a good bet if you don’t have staff who are experts in continuity planning, or if you operate in an industry where a continuity plan is necessary, e.g., companies working with healthcare insurance, or manufacturing companies that have introduced ISO 9000.

Using Templates If you feel that your company is not ready for software you can use templates to help you develop your plan. These solutions are mostly written plans that you adapt to meet your business needs. They’re useful if you’re just starting to do continuity planning, as they provide a normally solid foundation, and are generally a lot cheaper than software.

A limitation to using templates is that they can be a little too basic at times, and may not meet your needs. Granted, most plans will follow a basic structure and your developer will need to adapt some steps for your relevant region and industry.

As each industry is different, it’s hard to make a recommendation on what type of planning style companies should take. We recommend you take your time, do your due diligence and weigh out what’s best for your business. No matter which method you choose to go ahead with, ensure that it’s easy to implement, and that you’ll be able to teach your staff how to run the plan.

If you feel really lost or are not sure what to do, talking to professional consultants could go a long way in helping you develop a plan. If you’d like to learn more about business continuity planning please contact us - we are happy to help.

Does your company use cloud storage services or peer-to-peer (P2P) networks for the storage and sharing of data? Many businesses are now using both these services in an effort to make work less complicated. But did you know that there are potential issues in relation to recoverability and security of data?

With the seizure of a number of cloud storage and sharing websites, including Megaupload, and the seemingly omnipresent malware in P2P files and the shaky security in relation to P2P networks, businesses have had their hands full staying secure. Do you know what your options are when it comes to data security?

Cloud Services Knowhow The recent seizure of Megaupload’s files and servers by the US Government caught many people and businesses unprepared. While Megaupload’s main purpose was file sharing, it was found that a large number of organizations were using their services to store files. If you had files stored on Megaupload, the chances of getting the files back are non-existent.

It needs to be pointed out that many cloud services don’t guarantee that files stored on the service will be recoverable in the event of a crash, or disruption in service, e.g., a government seizing servers. If you read the user agreements of a number of major cloud services, they all have clauses stating that if data stored on their service is lost for any reason, it’s gone forever, and the hosts can’t be held liable for losses.

Risks of P2P With high speed Internet widely available at low prices, P2P file sharing has become incredibly popular, it’s almost uncommon to find someone who has never used a P2P service. If you or your employees use P2P at your office, there are a number of potential security threats you should be aware of:

• The unknown share: If you put a file in a folder that is shared on a P2P network, it’ll be shared with all other people connected to that folder and almost anyone can access it. This is normally done by mistake, i.e., not looking where the file will be saved when you save it. There’s also malware out there that will move files into a shared folder which the developer of the malware can find and upload with ease and without the user knowing it is happening.
• Open network: Typically P2P works on open networks: users give and share. What this means is that when using P2P on a poorly configured network, the whole network could be unsecure, allowing for access to other computers connected to the network.
• Untracked data: If you share a document with another person, and they then share it with others, there is potentially, an unlimited amount of people that can get the data. If you want to take it back, it can be impossible to do so, even if the original document is deleted.
• Storage hijacking: There’s news of malware that has been developed with the purpose of downloading illegal material onto your hard drive. This could pose a problem if the data is found, as you will be liable.

What Should I do? With regards to cloud services, as with anything that comes with a contract, the first thing you should do is gain an understanding of it by utilizing reading material such as blogs, news articles and Wikis. It’s a pain in the neck, but it’ll help you understand the boundaries of the program and your responsibilities. Remember that if you go to court to get files back from a company, and it becomes known that you didn’t read the agreement, you’ll probably end up losing that case.

Second, it’s not recommended to keep single copies of data on one cloud service. Chances are high that in your business, you store your data and backups in a place separate from the computer. This makes sense with the cloud as well - keep your data with a number of different cloud services. If it’s important enough, have physical backups of what you put in the cloud.

For P2P networks there are also a number of steps you can take to protect the data on your network:

• The most obvious one is to ban employees from using any file sharing services outside of your network.
• If you do allow file sharing, it’s a good idea to establish and strictly enforce a protocol for this. You should also set which users are allowed to share files, and what files are appropriate to share. Be sure that all staff are aware of your policy and the measures that will be taken in the event of any deviations.
• Develop a system to classify documents by whether or not they can be shared, and who they can be shared with.
• If you work in an office where you need to share files, but don’t want to use a P2P network or the cloud, and are unsure of other solutions out there, don’t worry. There are companies that specialize in document sharing solutions that should be able to provide you with assistance.

The most important thing is that whatever the situation is, you take action to try to solve the problem while frequently revisiting the actions to ensure that they are working. If you’d like to learn more about document sharing over the cloud, or via P2P networks, give us a buzz. We’re more than happy to help.