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Hello everyone, thank you for taking the time to visit to our new Consulting Services Blog. I am Andrea White, the Manager on Porte Brown's consulting services team.

 

The team and I would like to welcome you and look forward to sharing helpful information on the topics of managerial consulting, strategic consulting, and technology solutions, such as ERP Solutions, CRM, and custom software solutions.

 

Welcome to Our Consulting Services Blog!

 

Coffee and newspaper

Consulting Services Blog

Tips and Tricks: Keep Control Over Those Changing Inventory Lot Numbers

Andrea White - Tuesday, February 06, 2018
TRAVERSE Inventory features a business rule that gives you the option to define whether users can change Lot Numbers when doing Location Transfers or WM Move Quantities.

Read the newly re-designed TRAVERSE Build History for more information.

Tips and Tricks: Change Batches for Orders without Locking the Batch

Andrea White - Wednesday, January 31, 2018
OSAS has updated its Change Batches feature in Accounts Payable, Accounts Receivable, Purchase Order, and Sales Order to allow you to change the batch on orders without locking the whole batch. In prior versions, you would have had to ensure that no one was accessing any of the orders in a batch before you could move orders. Now, OSAS will move what it can, skipping over orders that are in use by other users. Those in-use orders are listed on a log for reference purposes..

Visit the OSAS Build History page for more recent additions to OSAS version 8.0.

Tips & Tricks: Copy Dashboards to Other Users More Easily with New Functionality

Andrea White - Wednesday, January 03, 2018
You can now copy dashboards from an existing user so you can set up multiple users more quickly. Check out the Dashboard Setup function in the Installation and Configuration menu of Resource Manager.

Visit the OSAS Build History page for more recent additions to OSAS version 8.0.

Tips & Tricks: Merge Here - Personalize Document Delivery with New Options

Andrea White - Wednesday, December 27, 2017
Document Delivery now includes merge fields in the Subject of the message, as well as additional formatting options for numeric/date type merge fields. These include: SO (Invoice and Acknowledgement ), AR (Invoice), and PO (Order and Request). Other reports will be added as they are completed. Check out the new options in the Document Settings function of System Manager.

Read the newly re-designed TRAVERSE Build History for more information.

New Financial Insight Advances PAWS Chicago's Mission

Andrea White - Friday, December 08, 2017

 

PAWS Chicago is a 20-year-old nonprofit focused on making Chicago a “no kill” community for dogs and cats. In support of this mission, the organization adopts out over 5,000 animals annually. As the organization has grown, its management team needed a better way to track separate financials for all of their programs, while still producing the standard nonprofit tax reports.

“We reached a point as an organization where our chart of accounts was getting overly complex, and it was nearly impossible to prepare our Form 990 efficiently, let alone any type of managerial reporting,” said Alisa Brill, CFO at PAWS Chicago. “We knew we were too big to still be on QuickBooks and were drawn to Sage Intacct by its approach to capturing a variety of operational dimensions that would allow us to slice and dice data at the specific program, department, or vendor-level.” Working with Porte Brown, PAWS Chicago eliminated separate purchasing, bill pay, and time and expense systems, and streamlined these workflows within Sage Intacct. By using the robust modules in the cloud-based financial management solution...  Read More

Outcome Metrics: Measuring What Matters in the Nonprofit World

Andrea White - Thursday, November 09, 2017


With demand for transparency and accountability in the nonprofit industry at an all-time high, many nonprofit organizations are pursuing new avenues to measure and report their performance. Outcome metrics not only show how your organization is performing; they also help clear the way for sustainable growth and greater efficiency.

Outcome Metrics: Measuring What Matters in the Nonprofit World describes why... Learn More

What's on Your Dashboard?

Andrea White - Wednesday, November 08, 2017
In the not too distant past, businesses struggled to acquire insightful financial reports in a timely and efficient manner. The data was often too late to affect any immediate business decisions, or it was too incomplete to offer any real insight or understanding of the company's current performance.

In today's business environment, though, there definitely isn't a problem with having too little data available at your fingertips. It's quite the opposite in fact. Businesses have so much data that it is hard to effectively sort and analyze it without a considerable amount of time. Companies of all sizes are being inundated with a mountain of data on a daily basis. On top of that, the data is often too buried within a database to access it in an efficient manner or even know what information is actually worth pulling.

This begs the question, how can I get greater access to my company's data and use it effectively?

It often starts with finding a software application that can help organize, automate, and provide real-time data visibility of your company's performance metrics. Unfortunately, this is easier said than done, especially when your company has to deal with outdated legacy software applications or several different programs that don't communicate with each other. Antiquated programs and "software silos" are an all-too-common reality for...  Read More

Get to the Heart of the Matter

Andrea White - Friday, November 03, 2017


The general ledger lies at the very heart of any business's financial system. Sage Intacct was built and designed with this in mind by only using the most innovative and flexible software architecture available on the market today. Now you can easily handle your entire accounting and financial management process, including automated revenue recognition, global consolidations, project accounting, and much more! Learn More

Better Visibility, Better Decisions

Andrea White - Wednesday, October 11, 2017


When it comes to managing fixed assets, most finance professionals focus on depreciation only. But you also need deep, dimensional visibility into asset valuation, condition, insurance status, and more. And to become a true steward of your company’s assets, you need to prevent asset loss and securely access your asset records, even after a disaster. Sage Intacct Fixed Assets merges fixed asset and core accounting functions in a complete, flexible, automated system. Just what you need!

Go beyond depreciation with a complete, flexible, automated system that delivers deep visibility into...  Read More

OSAS Tips & Tricks: Not Just for Printing Anymore

Andrea White - Monday, October 09, 2017
In OSAS version 8, you can now set up delivery methods for Picking Slips. These methods include Email, Fax, and Paper. Read the OSAS Location Picking Slips Overview carefully for information about setting up and using location delivery methods for picking slips.

To read about more recent additions to OSAS, check out the OSAS Build History page.

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