If the past 10 years has taught us anything, it’s that many managers are woefully underprepared for disasters of any kind. We’re resilient though, and will always find a way to survive. One of the keys to a business’s survival during times of hardship is the Business Continuity Plan (BCP). A vast majority of organizations have one and believe it to be effective, but is it?

Here are six key non-IT functions and processes that need to be in place to ensure your company is ready to effectively execute your BCP.

Easy to use plans Many continuity plans have been developed mainly for the IT department, as such, they can be a little complicated to understand and follow if employees don’t have a technical background. You should aim to have a plan that’s easy to follow and can be understood by all employees.

Communicate plans Remember that your plan encompasses all facets of your organization. It’s crucial that every employee knows their role and the relevant actions to take when the plan is executed. To do this, you need to ensure that all employees have access to a copy of the plan and any changes or updates are clearly communicated.

Test plans Beyond communication, it’s important to conduct regular tests, with every quarter being sufficient. The tests should be as real as possible and span all departments within the organization. This will ensure that employees are aware of how they, and the systems, will react under duress. It’ll be beneficial to your business if the first time the employees execute the plan isn’t during an emergency.

Short term and long term plans Your BCP should consist of both long term and short term elements that can be easily adapted to meet changing business environments and the emergence of new threats. You should aim for an even mix of short and long term solutions that cover as wide a variety of situations as possible.

Ensure buy-in from all levels If you’re in the process of instituting a BCP you should ensure that the whole organization is onboard with the plan. If an employee is unsure about the validity of a part of the plan, take the time to find out why and ask for suggestions. An uninformed or uncooperative employee could be the difference between survival and failure in a disaster situation.

Update and Review After every test, staff turnover and technological update, you should review the plans and make changes if necessary. Essentially, if anything in the company changes, review and update the plan. Remember: just because you have an effective plan this month, doesn’t mean it’ll be so in the future.

Continuity plans are only as strong as the weakest link. In an emergency, the last thing you want is an employee following the wrong process or be unsure of what they should be doing. If this happens, you could see an exponential growth in recovery time and costs. We’re ready to tell you more, so please contact us if you would like to talk continuity planning.

Smartphones are one of the tools that have been instrumental in blurring the lines between our personal and professional lives. While we’re at home, we access our work email and while we’re at work, we’re checking our personal email, all on the same device. As such, we tend to have a large amount of confidential information on our phones and should be taking steps to secure them.

Whether you have an Android, iPhone or Windows Phone 7, here are two tips to keep your smartphone secure:

Lock your screen If you have data or information on your phone you would like to keep secure, the first thing you should do is lock your screen. Most smartphone users lock their phone with a 4 digit number combination, but it’s recommended you use a password for higher security.

• On Android. To establish a password on your device go to Settings and select Security. Press Screen lock. On Ice Cream Sandwich, you have six options for security, with the least secure at the top and most secure at the bottom. Many users select Pattern or Password. Enter the password twice and press Confirm.
• On iPhone. Select the Settings app followed by General. From there select Passcode Lock and turn it on. You’ll be asked to set your passcode and confirm it.
• On Windows Phone. To set a passcode go to the home screen of your device. Open Settings from your Application list and select Lock & Wallpaper. Press Password, enter your password and then press Done.

It’s recommended that you set a password that’s unique. Don’t use your birthday, address or phone number. At the same time, you have to make it easy to remember. If you’re having trouble coming up with a password, this video by Mozilla is a big help.

Enable remote wipe While passwords and other security codes will go a long way in preventing others from accessing your phone, it often isn’t enough. The next step in device security is to set up the ability to remotely wipe your device.

• On Android. At this time there is no native remote wipe option on your phone. You’ll have to download an app from the Play store. The apps work by using a push service - you “push” the commands to your phone from another source i.e., a website. When you install the app, you’ll have to register your phone and access it from a website.
• On iPhone. The iPhone has remote wipe capabilities which can be accessed through iCloud. On your device select Settings, iCloud and turn on Find my iPhone. If you lose your phone log into iCloud and select Find my iPhone. From there you’ll be able to remotely wipe your device.
• On Windows Phone. If you lose your phone you can remotely wipe it by going to the Windows Phone website, logging in and selecting My Phone. From there you’ll be able to wipe your phone.

Even if you don’t have confidential information on your phone, it’s a good idea to, at the very least, set a solid passcode on your phone. Adding the ability to remotely wipe your phone will ensure the information won’t be viewed by other people. If you’d like other ways to keep your mobile phone secure, please contact us.

As a follow up to our post defining the acronyms and terms commonly used in ERP and CRM software implementations, we’ll continue with some technical and cloud terms. When in doubt, ask your vendor to clarify the terms they are using. In their excitement to show you the latest advancements, vendors sometimes forget that not everyone lives and breathes technology.

Technical Terms You Should Understand

SQL. Structured Query Language, commonly pronounced “sequel”, is a relational database system whose primary function is to store and retrieve data as requested by other software applications.

Workflow. A sequence of connected procedural steps that are automated through the ERP or CRM system. For example, a workflow for purchase requests could automatically route POs over a defined value to a supervisor for approval before processing.

Customization. Programming that adds functionality to an ERP or CRM system to meet unique needs of an organization. ERP systems are written to offer functionality that most companies need and don’t include industry-specific functionality. Customizations can automate processes that companies need to fulfill an industry or process specific requirement.

Integration. The connection between two systems that allows for the flow of data from one system to another, or reciprocally between the systems. For example, a company’s storefront website is usually integrated to the ERP so that inventory availability is updated on the website, and transactions completed on the website flow back to the ERP.

Cloud Terms Explained

Cloud Computing. In terms of ERP and CRM, cloud computing means that users access the software through the Internet or via a remote connection.

Hosting. The ERP or CRM software application is housed and managed by a cloud services provider. Application support includes installation, upgrades and user configurations. Application licenses can be owned or rented (subscription).

SaaS, Software as a Service. The software publisher delivers the application via the Internet to users on a subscription basis.

Hybrid. Hosting services built to suit unique business needs. For example, a company owns their servers but houses them in a secure hosting facility, and receives operating system and application support from the hosting provider.

Private Cloud. Infrastructure supporting the cloud delivery of applications that is dedicated completely to one customer.

Public Cloud. Infrastructure supporting the cloud delivery of applications, that is shared or “multi-tenant”, serving a variety of businesses, individuals or groups.

With an understanding of the basics, you’ll be able to ask your solution provider better questions. We are ready to tell you more. Let’s talk about what ERP or CRM could mean for your business.

Businesses have been using Microsoft Office for years and many users, if polled, would count themselves as experts. Users in their numbers have already adopted Microsoft’s cloud offering, Office 365, as their main office productivity suite. The same features from previous versions are included, not forgetting the option to include electronic business cards in your emails.

Here’s how to create and share an electronic business card:

Create an Electronic Business Card

1. Open Outlook and select Contacts followed by Home. Click on New Contact.
2. When the Contact window opens, press Business Card and the Edit Business Card window will open.
3. You will be able to enter contact information into the relevant areas under the Fields box.
4. If you want to add an image or change the layout of the business card, press the Layout button located in the right side of the screen.
5. When you have entered the information, press Ok and the business card will be saved as a .vcf file which is readable by most email clients.

Add an Electronic Business Card to an Email If you have saved a contact’s information as a business card, you can easily attach the card to an email.

1. In a message select the Contacts pane and search for the business card you would like to attach. When you find it, click it.
2. Select the Home tab, followed by Forward Contact. A drop-down menu will open, select As a Business Card.
3. You will see the business card as an attachment in the email.

Add a Business Card as a Signature You can add a business card to your signature in any email.

1. When you create an email message click Signature and select Add signature.
2. Select the signature you would like to use, if you have one. If not, press anywhere in the white space below Edit signature.
3. Click Business Card beside the paragraph alignment buttons in the Edit signature field.
4. Select the contact name you use and press Ok. Your contact information will show up at the bottom of the email as a downloadable .vcf file.

If you’re a user of Office 365 and would like to learn more, or would like more information on Office 365 or other products, please give us a call.

There’s no doubt in the value of using social media to build your brand. But opinions differ in the use of social media by employees. It seems that companies are polarized in the issue, but are being slowly awakened to the fact that allowing employees to access social media at work has great benefits. Do you allow employees to access social media in your office?

There are four distinct advantages to allowing social media:

• Increased productivity. There have been a number of studies that have found that judicious use of social media in the workplace will actually increase productivity. A study conducted by the University of Melbourne found that employees with access to social media are 9% more productive than those without.
• Increased buy-in. Employees like to feel trusted and empowered. If they don’t you can expect to experience higher turnover and lower morale. A good way to gain trust is to allow employees to use social media in the workplace. If an employee feels like they are trusted, they’ll be more likely to stay with the company.
• Recruiting. Small businesses have started to use social media for recruitment, but limit efforts to one account. If you have 10 employees in your organization, each with a social media account with 100 friends, you have the potential to reach 1,000 people. This is achievable if employees are allowed to access social media at work and are encouraged to share posts.
• Identification of business opportunities. Through the use of social media, employees in charge of sales and business development can source new clients and build fruitful relationships.

There are many advantages to allowing access to social networks at the office. If you‘re hesitant to completely open the social media floodgates, try doing so in short periods, like the final three hours of the working day.

No matter what you decide, allowing access to social media is a good practice for your business. If you would like to learn more about social media and how you can leverage it in your business, we are happy to talk with you.

Every industry has their jargon. Acronyms can be confusing, and common terms can take on entirely different meanings when you venture outside your field. When it comes to evaluating ERP or CRM software, you’ll be well equipped with the following primer.

Start with the basics

ERP. Enterprise Resource Planning is a software system that manages the transactions and flow of data between all the business functions in an organization, including: financial management, human resources, manufacturing, supply chain management and project accounting.

CRM. Customer Relationship Management is a software system that manages the flow of data for a business’s sales, marketing and customer service functions.

XRM. A term used to describe the functionality of CRM to manage more than customer activity. XRM can be used to manage the flow of data for any definable entity. For example, XRM could be used to track and schedule the use of company equipment.

LOB. Line of Business applications are software systems that deliver functionality for a specific industry business requirement. LOB applications are often integrated with the ERP system, for example: an engineering firm uses a computer aided drawing application to calculate material requirements, which are then integrated into ERP for costing.

BI. Business Intelligence is the reporting of data from the ERP, CRM and LOB applications in a form that is useful to business decisions makers. BI applications can include dashboards and reports as well as charting and analysis tools.

Add-on Products. Most ERP applications manage the high level functionality that most organizations need, and depend on an ecosystem of development partners (see ISVs below) to create applications that manage special requirements. For example, an ISV might develop a warehouse management system specifically built for the beverage industry.

Service Providers

VAR. Value Added Resellers are professional service companies that specialize in the installation, configuration and training services supporting the implementation of ERP, LOB and CRM systems.

ISV. Independent Software Vendors are application development companies that create software to address specific industry or niche market requirements.

SI. System Integrators are professional services companies that help businesses integrate all of the systems in their organizations for a more holistic approach. SIs often have the capability to create custom applications that will integrate into enterprise ERP systems.

Partner. Includes VARs, ISVs, SIs and other service organizations that support a software vendor’s products. For example, Microsoft partners are members of the Microsoft Partner Network (MPN). The MPN program provides training and certification to their network of 640,000 partners.

MSP. Managed Service Providers are professional service companies that provide outsourced management of technical services for organizations. For example, an MSP may remotely manage a company’s in-house computer servers.

Next week, we’ll define common technical terms, including the latest “cloud” jargon.  If you would like a deeper understanding of any of these terms, give us a call. Let’s talk about what ERP or CRM could mean for your business.

Customers have high expectations and they’re getting higher all the time. They expect quick responses and accurate answers. Whether chatting online, sending an email, or calling you on your phone, customers don’t expect to wait, or to get passed on to someone else. It’s not easy to meet those expectations if your employees have to go to more than one place to find the information or documents they need to answer queries.

Connect Departmental Silos If your organization has silos of sales, service, operations and accounting data, it’s time to connect those systems. A fully integrated system with shared data will:

• Allow salespeople to see where orders are in the fulfillment process
• Let customer service reps know where the item is in the supply chain
• Help accounting bill service tickets more quickly
• Provide access to actual in-stock inventory and price information

Sales and Service Teams Can Add Value In addition to added customer service, your sales and service teams can build sales with connected systems. With instant access to information across the organization, they can cross sell and upsell to build order value:

• “Model 365 is in stock and priced at $45. However, Model 367 with the automatic turn-off is only $50. That’s quite a deal.”
• “We just received a shipment of gilded cases for that violin. That makes a beautiful set.”
• “The technician is on his way out to fix the printer.  We are having a sale on cartridges, would you like him to bring you out your usual order?”

With connected information, customer satisfaction and the opportunity to enhance order value go hand in hand. Is it time to break down the silos of information in your organization? Microsoft Dynamics ERP and CRM solutions are built to work together for unified business management. Let’s talk.

With the explosion of technological devices in recent years, companies have been given a golden opportunity to foster a more collaborative environment. This has not been lost on business owners, who have adopted tools that work best with a joint effort en masse. There’s a drawback to this however, many teams simply don’t gel well in the first place, and this makes the tools redundant.

Here are seven tips on how to improve collaboration within the office environment.

1. Open communication. One of the keys to successful teams is the adoption and encouragement of an open communication culture. With this, teams are better able to grasp what’s going on within the company, and be more efficient contributors and team players.
2. Use the right technology. It seems like there are a million different software and technology options out there. Some of the tools available offer some fantastic features and it’s easy to get sucked in by a flashy component. It’s important that when choosing a tool you pick one that meets your company’s needs and is easy to use.
3. Collaboration tools must play well with others. It’s beneficial to select systems that can be seamlessly integrated with other tools and software used by your employees. If your solutions don’t work together, all parties won’t be able to work together.
4. Employee learning is key. When you find the perfect tool to use, be careful to take time and learn how to effectively use it. Training for the users of the tool is equally important.
5. Work hard, play harder. Teams and departments should step away from their computers and actually have face-to-face meetings at least once a week. These meetings should be a mixture of formal and informal, and offer employees a chance to come together as a team, unwind and share ideas. A team that can interact well will always work together with greater efficiency.
6. Mobilize. The smartphone is here to stay and with each passing year the number of users grows exponentially. It’s beneficial to encourage the use of these devices, and look for mobile solutions that allow users to be a part of the group while out of the office. If you do allow mobile devices, be sure to establish a clear usage policy so employees know how and when they should be using their phones.
7. Don’t just focus on internal collaboration. One of the most common mistakes companies make is that they focus on group participation within the business, but don’t provide adequate support for external interactions. Be sure you integrate tools that provide stakeholders with a way to connect and work with teams within the company.

With a team that interacts effectively you’ll see happier employees and higher profits: a win-win situation. If you have any questions regarding collaboration tools, or other ways to increase business value please don’t hesitate to contact us.

Multitasking has become common in the workplace. We often have our Web browsers using multiple tabs, switch between email, social media and work. Our attention is pulled in 50 different directions and we’re having trouble focusing on one task for more than five minutes. This lack of focus has led to longer, and less productive days.

It’s time to reclaim our focus at work and here are seven tips to help you do so.

1. Practice productivity wind-sprints. While at work, we’re normally doing work while browsing Facebook or chatting. This can be harmful for productivity and shifts your focus from important work related activities. Interval training is a great way to increase your focus. Get a timer, set it for ten minutes, and focus solely on your work. When the timer goes off take a two minute break.
2. Defensive scheduling. Our days are filled with commitments and we struggle to keep up with our projects or find time to work uninterrupted. Schedule a meeting with yourself at a convenient time. Treat this meeting like a real meeting, no interruptions. This is your time to focus on important tasks or projects.
3. Socialize with your tablet. Separate work from social activities with a tablet. We’re often just hitting our stride with work when BING, we get a chat message. What do we do? Immediately reply to the message. When we do that we lose our focus and struggle to regain it. Why not use use your tablet for all social activities and work computer strictly for work? Combined with tip one, this could really help you focus.
4. Realize your unconscious focus. The vast majority of managers often aren’t sure what the top issue in their mind is. It comes with multitasking, we’re always making less important ideas critical, and this takes our focus off the most important issues. To realign your focus take some time, let your mind wander, and make note of the ideas you keep returning to. These are your most critical issues.
5. Focus on most important tasks first. When you get into the office in the morning switch off your phone and email alerts. Focus on your most important priorities, this will give you time to get your most important work out of the way, before you shift your focus onto other less important projects.
6. Disconnect. Many of us don’t take time to give our brains a rest, we’re always thinking and possibly worrying about work. It’s beneficial to your mental and physical health if you take time each day to disconnect from the office. Temporarily sever all ties with the office and focus on something you enjoy doing. Remember, this is your time don’t think of work, focus on the activity.
7. Can’t focus? Consider if what you’re doing is right for you. If you find that you really can’t focus, even with the previous techniques, it might be time to consider that what you’re doing is actually something you don’t care about or enjoy. If this is true for you, then it’s time to start looking for a change.

With these tips you should see an increase in your focus and productivity. If you would like to know more about how to improve your productivity please contact us, we can help.

There are many tools businesses use during their day-to-day operations, but only a few are used by businesses across all industries. One that will be familiar to all is the office suite; comprised of a word processor, spreadsheet, presentation software and an email client. The most popular being Microsoft Office, which Microsoft has recently moved to the cloud.

Microsoft’s cloud based office suite for businesses is called Microsoft Office 365. Office 365 includes Word, Excel, PowerPoint, Outlook and OneNote - and Microsoft Server products e.g., Lync 2010 and SharePoint Server. All programs are accessed via a Web browser, offering users the ability to access the programs from the office, home or anywhere in between.

On March 14, 2012 Microsoft held a press conference announcing that the price of Office 365 subscriptions will be reduced by up to 20%. This decrease will apply to all new and renewing direct customers.

The price cut is a great advantage to many potential customers as it makes Office 365 more competitive with other cloud based office solutions such as Google Apps. This is also beneficial as many businesses already use the desktop versions of Microsoft Office. If they switch to Office 365, employees will be comfortable with the cloud version, as the software is exactly the same as the desktop version.

It’s the perfect time to look into Office 365 and see what it can bring to your organization. If you’d like to learn more about Microsoft Office 365 or other products from Microsoft, we are your go-to experts and will be more than happy to help.