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What factors do you use to decide on your business strategy? Is it market outlook, previous sales trends, order history or present operations? How do you determine what your future profits goals will be? Most companies rely on certain business metrics to create forecasts regarding a range of factors including customer demand, operational growth, and future expenditures. Using these forecasts can...

When researching my favorite beverage for National and International Coffee Days (Sept. 29 and Oct. 1), I discovered that coffee hyped up goats in ninth century Ethiopia and was dubbed a “bitter invention of Satan” by 17th century Christian Italians. This was unexpected. Still, the history of coffee surprises me less than the taxability of coffee drinks in several states.   It...

Companies are moving to the cloud at an incredibly rapid pace. While cloud applications are not completely new, the growth of integrated cloud services and emerging technologies are making it clear to most businesses that without a cloud plan, they risk being left significantly behind their competition. Most companies in the U.S. have at least one business application in the cloud...

Adding more locations and companies to your growing franchise enterprise is great for the bottom line. However, multi-company franchises also face unique challenges that can’t be solved with basic accounting software. Spreadsheets and redundant data entry from disparate systems is burdensome to your accounting team and puts business-critical data at risk. Before growth leads to costly problems, replace outdated systems...

Gone are the days where being an IT professional meant sitting down with your head phones on hammering out a new program code. Now, being an IT professional includes everything from helping someone with a mail merge, to working overnight on upgrades, cyber security and being available 24/7 for down systems. What creates more stress for these IT professionals, is they...

Transfer Express, a Mentor Ohio based business specializing in heat applied transfers of numbers or names on to sports jersey’s and t-shirts, turned to Socius in an effort to increase efficiency and lower costs. Operating in a small, niche industry, Transfer Express were looking for any edge they could find. Partnering with Socius they decided to switch their systems to...

Is it time?

Yes, it is Time! Dynamics GP 2018 release is December 2017 and it is time to, "Start Planning your Upgrade." Planning your upgrade now helps you budget the cost for 2018, gives you time for planning and allows you time to line up the best resources for a smooth transition. In addition, especially, if you are on Dynamics GP 2013 or a previous version you want to be first in line to upgrade. Dynamics GP 2013 clients and clients of previous GP versions, please be aware that once Dynamics GP 2018 is released there will be a minimal amount of time Microsoft's mainstream support will be available. Usually only a few months. Afterward, Microsoft will discontinue support for Dynamics GP 2013. Give yourself enough time to plan! It is very important! Some items to consider, think about, and plan for are listed below.

This summer Microsoft made huge strides as they took the lead in Sales Force Automation, according to the Forrester report released in June, The Forrester Wave™: Sales Force Automation Solutions, Q2 2017. Forrester’s rating is based on the latest Microsoft Dynamics 365 November release, all the new functionality and the way Microsoft unifies Dynamics 365 with additional products, such as Office...

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