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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

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.

Give TRAVERSE a Fresh, New Look with just a Couple of Clicks

Andrea White - Tuesday, May 30, 2017
"Flat" is where it's at! A recent update to TRAVERSE allows you to change the appearance of your TRAVERSE interface to a more modern, streamlined, "Flat Style" look. If you would like to use the new interface, you can turn on the new style by going to the Preferences panel on the View menu, setting the Use Flat Style option to True, and then saving your changes.

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

2017 Buyer's Guide to Accounting and Financial Software

Andrea White - Wednesday, May 17, 2017


 In today's business world, financial leaders must be able to balance managing an increasing level of business complexity while maintaining an efficient level of speed and productivity. Rather than continuing to rely on outdated legacy softwares with limited capabilities and archaic financial data management systems, it is more than prudent to take the time and advance the tools you use to handle your business 's financial lifeblood and expand your business's capabilities as you move into the future.

Is your accounting software helping you grow—or holding you back?


Download the 2017 Buyer's Guide and Discover:

The Modern CFO's Balancing Act
• 6 Key Questions to Ask Before Moving to the Cloud
• Evaluating Cloud Software Solutions

Software Delivery Models
• On-Premises Solutions
• Hosted Solutions
• Cloud Computing Solutions

Vetting Cloud Software Providers
• 7 Attributes to Look for in a Cloud Vendor
• Service Level Agreements (SLA) & Performance Metrics

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.

Essential Features of a Modern Accounting System for Nonprofit Organizations

Andrea White - Monday, May 15, 2017


Does your fund accounting system force you to struggle with manual processes that limit flexibility, drain productivity, or restrict system-wide visibility? Are you struggling with the most basic of nonprofit financial management functions, such as fund tracking, operational administration, or maintaining a comprehensive audit trail? Intacct provides not-for-profit organizations with unparalleled software that provides you:

Automated & Streamlined Financial Management
• Free yourself from manual processes.
• Deliver accurate financials faster.

Operational Flexibility
• Manage financial information how you want it.
• Customize workflows & system access.
• Optimize fund transparency & accountability.

Cloud Software Solutions
• Reduce IT expenses
• Integrate with other leading softwares.

Now is the time to consider moving to a modern accounting system!

Intacct's accounting software is fully customized for nonprofit organizations. Intacct offers you greater efficiency and managerial visibility, so you can drive costs down while fully pursuing your organization’s mission.

OSAS Tip: Roll with the Shipping Changes

Andrea White - Thursday, May 11, 2017
The Change Tracking Number function in Sales Order gives you the option to change tracking numbers after orders have been posted through the system. Enable this functionality in the Resource Manager Options and Interfaces screen for Sales Order.

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

TRAVERSE Tip: Personalize that Packing List

Andrea White - Thursday, May 04, 2017
Want to further cement your brand identity through every customer interaction? In Sales Order, you now have the option to print a logo on the Packing List.

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

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