Kreg’s Vision

Kreg’s Vision: Stop Looking in the Past and Create a New Financial Future

Creating a Financial Future Through Analysis Why is it we spend so much time looking in the past? Past financial performance is a great predictor of future results. Additionally, there is a lot gained for your financial future by looking at your past. A famous quote says, “Repeating the same things over and over and [...]

January 15th, 2016|Kreg's Vision|

Kreg’s Vision: Pipeline Drives Backlog, Backlog Drives Operational Performance, Issues Drive Support – Get it all Connected With Salesforce CRM

Salesforce CRM is Your Answer to Integrated Sales and Forecasting It seems that in any project based organization, when you have a strong pipeline of future work, there are also appropriate levels of backlog. If you have the appropriate levels of backlog it makes driving operational performance to meet goals and objectives much easier. When [...]

January 8th, 2016|Kreg's Vision|

Kreg’s Vision: Drowning in Excel … The Key to Letting What You do Financially Drive Operational Activity

Leaving Excel Behind for Automatic Report Functionality Are your board reports looking incredible at the monthly or quarterly meetings? Is your operations team working from Excel metrics that would make any organization jealous?   Do you have financial and cash forecasts that look amazing and ensure CFO or Partners feel comfortable with the short term future? [...]

January 1st, 2016|Kreg's Vision|

Tired of Compiling Data: Let Cloud Financial Reporting Help You Spend Your Time Analyzing Data

Cloud Financial Reporting Offers Real-Time Data for Accurate Analysis The month is too short. Just when you get caught up, the month end process starts all over again. You get the board reports compiled and sent to end users, only to have to start the process all over again. There is an answer to this [...]

December 25th, 2015|Kreg's Vision|

Kreg’s Vision: Collaboration Tools … Getting Beyond Network Drives for Project Management

Your Next Project Could Run Smoothly With Collaboration Tools We don’t have any clients we work with that the client, project management team, files needed, project work and all other project related items reside in the same physical building. Yet it is very hard to walk into a new company and talk about project issues [...]

December 18th, 2015|Kreg's Vision|

Kreg’s Vision: Online Project Management … Can You Make Operations Drive Financial Decision-Making?

Why Online Project Management Solutions are the Antidote to Excel Addiction It amazes me after being in the business solutions business for over 20 years how we complicate what we do by doing something "simpler". Many companies we work with insist on keeping a “simpler” program around when converting to online project management is, in [...]

December 11th, 2015|Kreg's Vision, Project Management|

Kreg’s Vision: Salesforce Integration … How Salesforce.com Drives the “Book It” Portion of the Professional Services Practice

Using Salesforce Integration to Manage Resources and Service As a follow-up to the earlier “Three Keys To Effectively Managing A Professional Services Practice” series, we are highlighting an area of what I believe is the most important of the three keys, which is, “Book It”. Salesforce integration is an important tool for driving the “Book [...]

December 4th, 2015|Kreg's Vision, Salesforce.com|

Kreg’s Vision: Why a QuickBooks Alternative May be the Answer to Your Struggles

Stop Keeping Score With QuickBooks and Make Business Decisions With a QuickBooks Alternative I get the pleasure of meeting with small to mid-sized businesses every day. As I visit with them about the challenges they face, they mention that in talking to other business owners they have similar problems. As I ask what solutions the [...]

November 27th, 2015|Kreg's Vision|

Kreg’s Vision: Sales Tools: What if You Knew What Was Preventing The Close?

Utilize Sales Tools to Identify Patterns in The Sales Process Ah, the dreaded sales call. You know the one I mean. It’s the one where something went wrong, but as a sales manager, you never understand exactly how things broke down. Sales people may make up opportunities that will close or lame excuses for why [...]

November 13th, 2015|Kreg's Vision, Salesforce.com|

Kreg’s Vision: Feeling Alone in the Front Seat of Your Business? Quit Using the Rearview Mirrors and Start Using the Business Dashboard in Front of You

Business Dashboards Provide Critical Information for Planning It never ceases to amaze me, when I talk to fellow business owners, the joy I see in the excitement of the open road ahead. They see the limitless possibilities of their business ahead of them. Other times, I can see that all too familiar look of hopelessness [...]

November 4th, 2015|Accounting Application, Cloud ERP, Kreg's Vision|
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