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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!


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Consulting Services Blog

The Tech-Savvy CFO's Changing Role

Andrea White - Friday, July 21, 2017

A lot has changed in the past decade. Just ten years ago Tiger Woods was ranked as the number one golfer in the world, Netflix was still mailing DVDs to its subscribers, and Android smartphones hadn't even hit the market yet. It goes to show that nothing stays the same forever, especially in business.

From big data and network effects, to the subscription economy and cloud computing, modern finance is undergoing its most fundamental transformation ever. We’ve highlighted some key... Read More

Intacct Projects: Starting on the Right Foot

Andrea White - Thursday, July 13, 2017

With Intacct Projects, all your time, expense, and project data (financial and non-financial) is tracked and visible in one place. Automate exactly the processes you need from tracking costs, time, and expenses to managing resources, billing, and revenue recognition. Intacct Projects will help you generate deep insights that will keep individual projects... Read More

TRAVERSE Tip: Never Guess the Minimum Sale Quantity Again in Sales Order

Andrea White - Monday, July 10, 2017
Minimum quantities are useful, and they're even better when they're pre-filled for you. A new business rule has been added that gives you the option to default the minimum sale quantity if an item has a minimum quantity required.

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

OSAS Tip: Introduction to OSAS Dashboards

Andrea White - Thursday, July 06, 2017
Has your company configured OSAS Dashboards yet? Have you explored all of the things this new standard OSAS version 8 feature can do? Perhaps now is a good time to review the Introduction to OSAS Dashboards, a free document which covers the setup, the available charts, the customization and export of widgets, and much more. OSAS Build History page.

Confessions of a CFO

Andrea White - Friday, June 23, 2017

It's not easy being a CFO. With so many different people relying on you for financial guidance and leadership, it's hard to find the time to meet the ever-growing list of new challenges.

Faster closes, cleaner audits, smarter revenue management, deeper analyses, regulatory compliance, and multinational consolidations are just the tip of the iceberg when it comes to... Read More

Unlock Deeper Financial Insight

Andrea White - Friday, June 16, 2017

As the pace of business continues to grow faster with each passing year, many companies are finding their old monthly and quarterly reporting cycles are far too slow to keep up with their executives' need for decision-making financial data now. Rather than being forced to resort to ad hoc reporting, which tends to be ineffective because of a lack of timeliness, consistency and control, now... Read More

Outcome Metrics for Your Mission

Andrea White - Wednesday, June 14, 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 outcome metrics matter and how nonprofits can effectively leverage them to boost their chances of success. Read More

Now in OSAS Version 8 - Get the Latest Documentation Automatically

Andrea White - Tuesday, June 06, 2017
By now you're well aware that OSAS version 8 uses automatic updates to deliver fixes and features, but did you know that OSAS makes regular updates in the user guides to keep up with those changes? Now you can update your PDF copies of the user guides effortlessly.

In the Install Maintenance Updates function of Resource Manager, you can use the new Update User Guides functionality to check for and download current application documentation.

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

The Nonprofit CFO's Survival Guide

Andrea White - Friday, June 02, 2017

 It's not easy being the CFO of a nonprofit organization. In many ways it can be more difficult than for-profit businesses because of tight budgets, outdated tools, and far-flung management teams. Nonprofit CFOs are tasked with achieving a vast amount of projects, which includes automating processes, improving productivity, creating greater levels of transparency, enhancing the organization's governance, and strengthening the organization's decision-making related to strategic goals. How can a CFO survive this challenging environment?

The "Nonprofit CFO's Survival Guide" discusses key challenges, special requirements, and unusual constraints of nonprofit financial management. It also shares tips and best practices from nonprofit finance experts, which includes:

Internal Controls & Cash Management
• Importance of Vigilance
• The Value of Careful Monitoring

Funds & Grants
• Manage financial information how you want it
• Customize workflows & system access.

Reporting & Visibility
• "Know and Show" Transparency
• Streamline Auditing

Cloud Based Financial Management
• Real-Time Financial Access
• World-Class Functionality & Automation

Life After QuickBooks

Andrea White - Wednesday, May 31, 2017

 QuickBooks is the preferred choice of financial software for many small and mid-sized companies. But what happens when it starts to limit your company's growth?

As your business grows, restrictions related to scale causes QuickBooks' functionality to decline. What was easy to manage as a small company starts to impede your ability to pursue new business opportunities. If your financial software is doing more harm than good, now is the time to upgrade to a modern financial management and accounting system that addresses QuickBooks' biggest limitations.

Standing still can cost your business more than you think!

See how QuickBooks is impeding your company's growth & find out what Life After QuickBooks has to offer with:

The Top 5 Limitations of QuickBooks
• Over-Reliance on Spreadsheets
• Excess Manual Data Entry
• Limited Access to Reports
• Difficulty with New Business Requirements
• Inadequate Financial Controls

The New Wave of Financial Management Technology
• Anytime, Anywhere Business Viability
• Increased Productivity
• Scalability

Intacct is the innovation and customer satisfaction leader in cloud ERP software. Intacct is designed to improve company performance and make finance more productive. The Intacct system includes accounting, cash management, purchasing, vendor management, financial consolidation, revenue recognition, subscription billing, contract management, project accounting, fund accounting, inventory management, and financial reporting applications, all delivered over the Internet via cloud computing.

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