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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

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 Unfortunately, this is easier said than done, especially when your company has to deal with outdated legacy software applications or several different programs that don't communicate with each other.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.

TRAVERSE Tips & Tricks: Keep Your Data Fresh with this Right-Click Trick

Andrea White - Monday, October 02, 2017
Life changes fast, and so does your data! If the chart or graph in your interactive view has been open for a while and you want to ensure you have the latest information, simply point your mouse within the field list area, click the right button, and choose Refresh Data. No need to close and re-open the view or TRAVERSE. You can also press F5 to refresh the data in any style of interactive view.

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

Streamline Your Business with Sage Intacct

Andrea White - Friday, September 15, 2017

In the not too distant past, businesses struggled to acquire insightful financial data in a timely manner. Most of the time the data was either too late to affect any immediate business decisions, or it was too incomplete to offer any real insight or understanding on the topic, which is a big difference from today's business environment. These days businesses are inundated with a mountain of data on a daily basis. With so much data coming in, it becomes hard to organize and disseminate the information in an efficient manner.

This is where Sage Intacct Data Delivery Service comes to the rescue! With Intacct Data Delivery Service, you can set up...  Read More

Are You Asking the Right Questions?

Andrea White - Friday, September 08, 2017

As one of the few people with a direct role in virtually every transaction that flows through a business, the controller plays a key role in making sure everything is operating at the highest possible level. The controller does this by identifying ways to ensure the company's accounting structure is running smoothly and efficiently, finding ways to maximize business growth and profitability, reducing the company's risk exposure, or creating higher levels of accuracy and financial visibility across the entire organization. But how do you know if your controller is effectively tackling these issues?

Follow the link to download The 5 Questions To Ask Your Controller and start a conversation about best practices today. Read More

Accelerate Your Financial Processes with Intacct Collaborate

Andrea White - Wednesday, August 30, 2017

Dealing with non-routine transactions, such as clarifying policies; gathering missing information; or resolving exceptions, can bring operations to a standstill or possibly even derail your critical financial processes. Communicate more quickly, efficiently, and effectively with Intacct Collaborate, a secure social layer embedded into your Intacct best-in-class cloud ERP solution. It spans all your devices and processes, as well as all time zones, enabling individuals in finance, sales, and services to cooperatively address and resolve any issue.

Intacct Collaborate helps you both speed up and better control accounting processes. With a...  Read More

Giving You the Keys to Success

Andrea White - Thursday, August 24, 2017

Efficiency and performance. If you are a financial professional in a nonprofit, these are your keys to success. Intacct was built to give you those keys, and to do it better than anyone else. First, we automate your processes to increase accuracy, improve compliance, and ultimately make your organization run better every day, every week, every month. Second, we give you the insight into your financial and operational data to... Read More

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