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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

Streamline Your Payment Cycle

Andrea White - Friday, August 18, 2017

Escape outdated, productivity-draining manual processes. With Intacct Accounts Payable, you can automate workflows to manage the entire accounts payable (AP) cycle with newfound speed and efficiency. Automated and configurable processes enable you to better manage accounts payable by defining workflows, approvals, and internal controls that are customized for your specific business. This means more time to focus on... Read More

Find Out How Your OSAS Version 8 Software Has Improved

Andrea White - Thursday, August 17, 2017
If you use OSAS version 8.0 to get your work done, do yourself a favor and check out the OSAS Build History page. You'll find over 200 enhancements have been added to your software, covering dozens of different functions and bringing new efficiencies that you may not have discovered yet.

Not on OSAS version 8.0 yet? Contact Porte Brown to find out why the latest version of OSAS is worth checking out!

TRAVERSE Tips & Tricks: Exercise Even Greater Control Over Document Review and Delivery

Andrea White - Monday, August 07, 2017
You now have the ability to configure unique delivery settings for each form and an optional staging of documents for manual review before delivery.

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

Meeting the Demands of Growing Nonprofit Organizations

Andrea White - Friday, August 04, 2017

Are you looking for answers to those hard financial questions? Struggling to consolidate information, perform real-time analysis of combined financial and operational information, or documenting decisions in the context of financial records?

When it comes to financial management, nonprofit accounting presents unique challenges that can’t be addressed with outdated spreadsheets and manual processes. Intacct gives you greater efficiency and managerial visibility so you can... Read More

Eliminating the Risks of Spreadsheets

Andrea White - Friday, July 28, 2017

Spreadsheets are an invaluable tool for many businesses. They are easy to set up and most people are familiar with using them. Unfortunately, accuracy and efficiency are two key aspects that spreadsheets sorely miss. With time being a luxury most businesses don't have, finding a suitable replacement that streamlines monthly and/or quarterly work... Read More

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

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