Knowledgebase

Articles

Accounting Systems The financial record.WHAT THEY MUST DORecord every transaction Produce financial statements... Adoption and Change: Everything That Matters, Briefly The summary.RESISTANCE IS RATIONAL WHEN COSTS FALL ON PEOPLE AND BENEFITS DO NOTAddress that... Asset and Maintenance Management Systems Tracking equipment.WHAT THEY RECORDWhat assets exist Where they are Who is responsible Condition... Avoiding Vendor Lock-In Preserving the ability to leave.WHAT LOCK-IN MEANSSwitching being prohibitively difficult or... Backup and Continuity for Business Systems Surviving failure.WHAT MUST BE PROTECTEDThe database Configuration Customisation and integration... Budgeting and Financial Planning Systems Planning and comparing.WHAT THEY SUPPORTBudgets prepared by department Consolidation into an... Build, Buy or Configure How the system comes to exist.WHAT BUYING PROVIDESImmediate capability Vendor maintenance... Building Internal Capability Reducing dependence on outsiders.WHY IT MATTERSEvery change requiring the vendor is slow and... Business Intelligence and Reporting Platforms Turning data into information.WHAT THEY PROVIDEConnection to several data sources Modelling and... Business Systems in the Nigerian Context Local realities.WHAT CONSTRAINS SYSTEM ADOPTION HEREForeign currency pricing against local... Checking References Verification.WHY BOTHERFor remote work, you have less other evidence.WHO TO CONTACTPrevious... Choosing an Industry-Specific System Specialist against general.WHAT INDUSTRY SYSTEMS PROVIDEProcesses matching how your sector works... Cloud and On-Premise Deployment Where the system runs.WHAT CLOUD DEPLOYMENT MEANSThe vendor hosts and operates it, accessed over... Collaboration and Communication Platforms Working together.WHAT THEY PROVIDEMessaging, by team and topic File sharing Meetings and calls... Communicating During a System Project Keeping people informed.WHAT TO COMMUNICATEWhat is happening and when What will change for each... Compliance and Audit Systems Demonstrating obligations are met.WHAT THEY TRACKObligations applicable to the organisation... Contract Management Systems Tracking agreements.WHAT THEY HOLDContracts and their documents Key dates and terms Obligations... Customer Data and Segmentation Understanding who you serve.WHAT TO RECORD ABOUT CUSTOMERSIdentity and contacts How they were... Customer Service Systems Managing support and cases.WHAT THEY PROVIDEA record of every request Assignment and tracking... Customer and Sales Systems: Everything That Matters, Briefly The summary.ADOPTION DEPENDS ON WHETHER THE SYSTEM HELPS THE PERSON ENTERING DATAMost... Data Cleansing Correcting before moving.WHY IT MUST HAPPEN BEFORE MIGRATIONMigrating bad data produces a bad... Data Migration Planning Moving from the old system.WHAT TO DECIDE FIRSTWhat actually needs to move.WHAT USUALLY MUSTOpen... Designing Integrations Getting the detail right.WHAT TO DEFINE FOR EACH INTEGRATIONWhat data moves In which direction... Document Management Systems Controlling files and records.WHAT THEY PROVIDEOne place documents live Version control Access... ERP Failure and How It Happens Why these projects go wrong.WHAT THE COMMON CAUSES AREScope larger than the organisation could... ERP Localisation Requirements Meeting local obligations.WHAT MUST BE HANDLED LOCALLYValue added tax, at applicable rates... ERP for Small and Medium Businesses Appropriately sized systems.WHAT SMALLER BUSINESSES ACTUALLY NEEDAccounting that is correct... Education Management Systems Systems for schools and institutions.WHAT THEY MANAGEStudent records and enrolment Timetabling... Enterprise Business Systems: Everything That Matters, Briefly The whole category in one page.THE SHARED RECORD IS THE WHOLE POINTWithout one, departments hold... Enterprise Resource Planning: Everything That Matters, Briefly The summary.INTEGRATION IS THE ENTIRE POINTOne event updating inventory, fulfilment, invoicing... Establishing Requirements Knowing what you need before looking.WHAT TO DO FIRSTDocument how the business actually works.WHY... Evaluating Implementation Partners Who does the work.WHY THE PARTNER MATTERS MORE THAN THE PRODUCTMost failures are implementation... Evaluating Vendors and Demonstrations Assessing properly.WHAT A STANDARD DEMONSTRATION SHOWSThe product at its best, on prepared... Executing and Verifying Migration Moving the data correctly.WHAT A TRIAL RUN ESTABLISHESWhether the procedure works How long it... Field Service Management Systems for work performed off site.WHAT THEY COORDINATEJobs and their scheduling Technician... Financial Controls in Systems Preventing loss.WHAT CONTROLS SYSTEMS SHOULD ENFORCESeparation between initiating and approving... Financial Management in ERP The accounting core.WHAT THE GENERAL LEDGER HOLDSEvery financial transaction, posted to... Going Live The transition.WHAT TO DECIDEThe cutover date and approach What happens to the old system What... Governing Business Systems Oversight over time.WHAT GOVERNANCE SHOULD COVERWhich systems exist and who owns them What each... Handling Resistance and Workarounds When the system is bypassed.WHAT WORKAROUNDS LOOK LIKESpreadsheets maintained alongside Records... Healthcare Practice Systems Systems for clinical settings.WHAT THEY MANAGEPatient records Appointments Clinical notes... Hospitality and Restaurant Systems Systems for food service and accommodation.WHAT RESTAURANT SYSTEMS MANAGEOrders, by table or... Human Resource Information Systems Managing employee records.WHAT THEY HOLDEmployee records and history Contracts and terms... Implementation: Everything That Matters, Briefly The summary.A LIVE SYSTEM NOBODY USES IS A FAILUREDefine success as measurable outcomes, not as... Implementing CRM Successfully Getting adoption.WHY MOST IMPLEMENTATIONS DISAPPOINTThe system serves management reporting rather... Industry Systems: Everything That Matters, Briefly The summary.OFFLINE OPERATION IS NOT OPTIONAL IN RETAIL, FIELD SERVICE OR HOSPITALITYA shop that... Integration Approaches How systems are connected.WHAT FILE TRANSFER MEANSExporting from one system and importing into... Integration and Data: Everything That Matters, Briefly The summary.DECIDE WHICH SYSTEM IS AUTHORITATIVE FOR EACH KIND OF DATAWithout that, conflicting... Inventory and Supply Chain Management Tracking physical goods.WHAT INVENTORY MANAGEMENT MUST TRACKWhat is held Where it is What it cost... Logistics and Fleet Systems Systems for moving goods.WHAT THEY MANAGEVehicles and their status Drivers Routes and scheduling... Low-Code Platforms and Citizen Development Applications built by non-developers.WHAT THEY PROVIDEBuilding applications with limited coding... Maintaining and Upgrading Keeping systems current.WHY UPGRADES MATTERSecurity fixes Support for current versions only... Making the Decision Choosing between candidates.WHAT TO BASE IT ONScored evaluation against documented requirements... Managing Organisational Change The human side of systems.WHY IT DETERMINES OUTCOMESSystems succeed or fail on whether people use... Managing System Vendors The ongoing relationship.WHAT TO ESTABLISHA named contact on each side Regular review An... Manufacturing and Production Modules Systems for making things.WHAT A BILL OF MATERIALS ISThe list of components and quantities... Marketing Automation Systems supporting demand generation.WHAT THEY DOCapture enquiries Send communication based on... Master Data Management Keeping shared records consistent.WHAT MASTER DATA ISThe core entities several systems reference:... Measuring Whether a System Delivers Assessing value.WHAT TO ESTABLISH BEFORE IMPLEMENTATIONThe measures that will demonstrate... Negotiating Contracts and Licensing Agreeing terms.WHAT TO ESTABLISH ABOUT PRICINGWhat is included What is charged separately... Open Source Business Systems Alternatives to commercial licensing.WHAT EXISTSFull enterprise suites Accounting systems... Operating and Governing: Everything That Matters, Briefly The summary.GRANT PERMISSIONS TO ROLES, NOT INDIVIDUALSIndividually granted permissions... Payroll Systems Paying people correctly.WHAT PAYROLL MUST CALCULATEGross pay, from salary or hours Statutory... People and Finance Systems: Everything That Matters, Briefly The summary.PAYROLL IS UNFORGIVING BECAUSE ERRORS AFFECT INCOME AND ARE NOTICED IMMEDIATELYVerify... Performance and Learning Systems Developing people.WHAT PERFORMANCE SYSTEMS SUPPORTObjectives recorded Reviews conducted and... Planning an Implementation Structuring the project.WHAT TO ESTABLISH FIRSTScope: what is in this phaseTimeline,... Process Design and Configuration Deciding how work will happen.WHAT TO RESISTReproducing current processes exactly.WHYCurrent... Procurement and Expense Management Systems Controlling spending.WHAT EXPENSE SYSTEMS DOCapture claims, with receipts Apply policy... Procurement and Purchasing Buying under control.WHAT THE PROCESS TYPICALLY ISA requisition raised Approval obtained A... Project and Professional Services Systems Systems for work sold by time and deliverable.WHAT THEY MANAGEProjects and their structure... Property and Facilities Systems Systems for buildings and tenancies.WHAT PROPERTY MANAGEMENT SYSTEMS HANDLEUnits and their status... Quoting, Contracts and Order Management From interest to fulfilment.WHAT QUOTING SYSTEMS PROVIDEConsistent pricing Approval of discounts... Recruitment and Onboarding Systems Bringing people in.WHAT APPLICANT TRACKING PROVIDESVacancies published consistently Applications... Reporting Across Systems Information from several sources.WHAT MAKES IT DIFFICULTDifferent structures Different... Reporting and Analytics in ERP Getting information out.WHAT STANDARD REPORTS PROVIDEFinancial statements Ageing of receivables... Researching the Market Finding candidates.WHERE TO LOOKIndustry peers using something comparable Trade associations... Retail and Point of Sale Systems Systems for selling in person.WHAT THEY MUST DOProcess sales quickly Handle several payment... Sales Process and Pipeline Management Structuring how selling happens.WHAT A DEFINED PROCESS PROVIDESConsistency Visibility of where... Scope and Phasing Deciding what to do when.WHY PHASING WORKSSmaller changes are absorbed; large ones overwhelm.WHAT... Security and Access Control Protecting business data.WHAT TO ESTABLISHRoles matching actual job functions Permissions granted... Selecting and Procuring: Everything That Matters, Briefly The summary.DOCUMENT YOUR PROCESSES BEFORE LOOKING AT PRODUCTSOtherwise vendors define your... Spreadsheets Alongside Business Systems Managing the tool nobody eliminates.WHY THEY PERSISTThey are flexible, familiar, and require no... Stabilisation After Go-Live The period that follows.WHAT HAPPENS IMMEDIATELY AFTERProductivity falls, as people learn.WHAT TO... Supporting Business Systems Day-to-day operation.WHAT SUPPORT MUST HANDLEUser questions Errors and faults Access and... Testing a Business System Verifying before go-live.WHAT TO TESTEvery process, end to end Every integration Every report... The Landscape of Business Applications How the categories fit together.WHAT ENTERPRISE RESOURCE PLANNING COVERSFinance, inventory,... Time, Attendance and Scheduling Recording work performed.WHAT IT CAPTURESHours worked Absence Overtime Location, in some... Training Users Preparing people.WHY IT DETERMINES SUCCESSA capable system operated badly produces bad data.WHAT... Understanding Business Systems: Everything That Matters, Briefly The summary.THE SHARED RECORD IS THE POINTWithout one, departments hold conflicting versions and... Understanding Total Cost of Ownership What a system actually costs.WHAT THE VISIBLE COST ISLicences or subscriptions.WHAT THE REST... Warehouse Management Systems Controlling physical storage.WHAT THEY MANAGEReceiving Putaway and locations Picking Packing and... What Business Systems Are The software organisations run on.WHAT THEY AREApplications supporting the operation of a... What CRM Systems Do Managing customers and prospects.WHAT THEY HOLDContacts and organisations Interaction history... What an ERP System Does Integrated operational management.WHAT IT ISOne system covering several core business functions,... When a Business Needs a System Recognising the threshold.WHAT INDICATES A SPREADSHEET HAS BEEN OUTGROWNSeveral people editing... When to Replace a System Deciding a system has reached its end.WHAT INDICATES ITVendor support ending Inability to meet... Why Implementations Fail Recognising the patterns.WHAT THE LEADING CAUSES ARERequirements not understood Scope exceeding... Why Systems Need to Connect The integration problem.WHAT HAPPENS WITHOUT INTEGRATIONThe same data entered several times... Workflow and Process Automation Tools Automating routine work.WHAT THEY AUTOMATEApprovals Notifications Data transfer between... Workplace Systems: Everything That Matters, Briefly The summary.DOCUMENTS CIRCULATED AS ATTACHMENTS PRODUCE VERSIONS NOBODY CAN RECONCILEShare links,...
Back

Are you happy with your experience? Leave us a review on Trustpilot.


Trustpilot