How To Smooth The CRM Installation Process

In his latest Forbes post, Barrett Cordero, president of leading global speakers bureau BigSpeak, shares an interesting article for entrepreneurs on the process of installing Customer Relationship Management (CRM) systems as stress-free as possible. Cordero and his team have successfully implemented their CRM software and is already seeing immediate return on their investment. Of course, as with any implementation, they had their share of obstacles, though Cordero’s team managed to have an overall easy transaction. Below are some tips/guidelines on how his team did this smooth implementation.

  • Set expectations super low. That way, when things go wrong, you’ll be expecting it — and it won’t put more stress on your team.
  • Make sure the system meets minimum work integration requirements. Define the minimum work integration requirements you need the system to meet before you launch. Don’t be afraid to delay the launch by a few days or weeks if needed — it’s more important to hit your minimum requirements first.
  • Let employee experts lead the way. Ask for employee volunteers from various departments to train with the vendor. That way, they’ll be on the lookout for what solutions are needed to solve specific issues in their respective departments.
  • Overcommunicate until you annoy people. As a leader, you will need to go over the information several times and then check to see if people understood.
  • Keep pushing until it’s right. If you think all the heavy lifting is done in preparation, think again. When you install a system, look forward to spending lots of quality time with your vendor to get it right.

Implementing a new CRM will greatly benefit your business. Though you must be prepared for all the hurdles that come with it. With the few tips that Cordero shared above, you will be on your way to a smoother installation process.

 

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Setting up PGP Encryption in Landmark

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There may be multiple applications for PGP encryption keys at your organization.  It is very simple to create and use the keys using the secadm tool on your Landmark server.

  1. On your Landmark server, open a command line tool and set your environment
  2. Type command secadm -m, then enter the security utilities password if prompted
  3. Select option “Key management” (in later versions, this is found under Service Management)
  4. Choose option “Generate PGP Key Pair for a service”
  5. Enter the service (such as SSOPV2)
  6. Open the Service in Rich Client and validate that the PGPPrivateKey and PGPPublicKey properties were added

Unlocking business potential with AI-integrated ERP software

There is no doubt that Artificial Intelligence (AI) is here to stay, and is revolutionizing the Enterprise Resource Planning (ERP) space. Mark Bowen at Intelligent CIO recently shared how the partnership of AI and ERP is going to affect the “very essence of the system-controlled business operations.” AI-integrate ERP systems can unlock the hidden potential of your business data.

Impact of AI on industries

  • AI in manufacturing – AI technology help ensure faster production in less time. From planned preventative maintenance to every other operation performed in any manufacturing plant, AI would make them more efficient and less prone to errors.
  • AI in retail –  Virtual reality functionalities in advertising, intelligent chatbot customer service and extensive customer behavior profiles are just a few areas where AI would thrive in the retail industry.

 

AI is transforming the way ERP functions

Integrating your ERP system with AI opens a world of opportunities and shed some light in your daily operations. With detecting customer behavior patterns and performing routine tasks, inclusion of AI in ERP systems can provide the following benefits:

  • Identify the problems even before they occur
  • Automates routine tasks with system intelligence
  • Improves user experience through interaction

AI is still in its early stages, believe it or not. Though it is no doubt that AI will be a part of ERP systems moving forward. So be ready for this change if you want your business to remain competitive in the years to come.

 

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Use IPA to update multi-step job

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IPA is a useful tool for dynamically updating the parameters of batch jobs in Lawson. At some point you may find the need to update a multi-step job. In that case, you will need to supply values for some of the hidden fields on your batch job. You will need to provide a value for _STEPNBR (a 0-based array).  _f13 is used to name the print file, _f14 is used in the Reports section to set the distribution (“None” for default, “Dist Group” for a distribution group, “Printer” for a printer.  _f15 provides the value of the item in the _f14 selection. So, if you set a “Dist Group”, you would provide the distribution group name in _f15. Field _f18 sets the directory of the print file, if you want it to be different from the default. Here is an example of a multi-step update:

 

How to find accounting information on PO lines

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There are two places where GL distribution information resides. One is in MMDIST. If the item is a special item or not setup on IC12, then MMDIST is where you will find the GL distribution information.

Keep in mind that a PO line might have started as a requisition and the GL Distributions were added then. When you are looking for PO line distributions,  make sure you look for the document type of PO and specify the company and the document number that matches the PO you are looking for.

 

If the item is on IC12 it is either an inventory item or a non-stock item that is found at an IC location. All items that are setup on IC12 will have a GL Category assigned to them and that is where the GL distribution information can be found for these items. The key fields here are the Company – IC Location – Item. You will be able to find the GL distribution information for these items using these key fields on the GL Category table.

 

AD FS Configuration Errors – gMSA/Insufficient Privileges

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If you are configuring AD FS, it is important to remember that you must have at least one domain controller hosted on Windows Server 2012 (at a minimum).  If your infrastructure does not meet these requirements, you will receive the below errors during the AD FS configuration.  Update those domain controllers!

 

HR Group Enhances Hotel Revenue Management with Infor

Infor recently announced that HR Group has implemented Infor EzRMS revenue management software to optimize revenue and time management within their chain hoping to result in faster and more effective analyses and future forecasts to increase its revenue. Primarily operating in Europe and partnered with AcoorHotels, Dorint Hotels & Resort and Wyndham Hotel Group, HR Group’s optimal management of such a number of properties requires an efficient organisation. The HR Group is implementing Infor EzRMS revenue management software, enabling employees at various levels to access important data at any time and maintain the hotel group’s high service standards. Infor EzRMS offers a detailed forecast and reporting system that provides in-depth analytics and future forecasts. Additionally, Infor Hospitality offers ready to use scalable solutions that deliver measurable results – for hotels groups of all sizes. With flexible solutions, hoteliers can choose to run the software in the cloud, on-premise, or a combination of both.

 

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Infor Continues to Enrich Customer Experience with Infor Concierge Portal

The latest iteration of Infor’s Customer service solution, Infor Concierge, boasts more power along with a better user experience with its look and feel. Designed to provide holistic access to relevant Infor resources, the latest version of Infor Concierge incorporates direct feedback and comprehensive research to help ensure this iteration has the voice of the customer infused throughout. This new release is more intuitive than ever with a redesigned user interface and enhanced capabilities including full mobile access, a personalized news feed, access to Infor Services project details, a single sign-on to the Infor Campus training site, and self-help guides designed to help customers navigate the system more easily. Infor’s chief customer officer Susan Beal comments, “Streamlining customer experiences is a top priority for us, which is directly reflected in this iteration of Infor Concierge… designed to give customers the tools to find relevant information about their Infor services and solutions, which can help eliminate unnecessary calls and emails and which can help them solve business problems faster. As our customers’ enterprise software partner, we want to ensure that every touch point our customers have with us is valuable. We’re thrilled to deliver the new Infor Concierge.”

 

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Update ADFS Certificate

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When it is time to renew the certificate on your AD FS server, you will need to import the new certificate.  To do this, you will first need to get the thumbprint of your newly installed certificate.  Then, run the Set-AdfsSslCertificate command and provide the thumbprint value you retrieved.

5 Powerful Automation Tricks With Trello Custom Fields & Butler

Workflow processes are a great practice to keep your activities in order to achieve a business outcome. Trello boards, for example, can keep an entire team on the same page in real time.  The addition of Custom Fields to Trello boards are great for personalization and customization, but takes your processes to a whole new level. Thankfully, the folks at Trello make it possible to automate processes on your boards to make things even easier.

Lauren at Trello provides a breakdown of different workflows that utilize Custom Fields in tandem with Butler, Trello’s automation powerhouse.

Introducing Butler, a Trello Power-Up that allows you to set up “rules” in plain English that will then result in automated actions. Butler helps you with:

Agile Workflows – If you are using Trello in an agile workflow, you can set Custom Fields for Priority.

Checkbox Automation – You could also set a rule where once someone checks the “QA Passed” checkbox, the card is automatically moved into the “Ready For Production” list and a member of the server team is tagged.

Adding Approvers And Advancing Due Dates – You can set custom fields on an editorial calendar for author, editor, editor approval and draft due.

Sort Cards By Custom Fields Data – You can choose to sort cards based on Custom Fields data. For example: all cards have a Custom Field on them for “Assigned” where a person’s name is inputted to indicate they are the owner of the project.

Automate Commands Based On A Dropdown Menu – You can also take advantage of the dropdown menu option in Custom Fields.

Workflows in Trello don’t always need manual grooming. This time, let the robots – Butler – take care of the busy work for you!

 

Original post by Lauren Moon from Trello.

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