Business Case Checklist Presented by Tom Lyttleton PMP PBA of Facilitated Software Solutions – Carlsbad, CA The Business Process Analysis phase of CRM and ERP implementations is a critical beginning step that is often overlooked or ignored. This is especially true in smaller organizations who do not have the benefit …
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We at Facilitated Software Solutions, Inc. pride ourselves with top Quality Services and Products
for your business, technical and implementational needs. From our top notched and knowledgeable Project
Management team; Tom Lyttleton, and Jim Seagrim, to one of four Bimser products, an Asset & Maintenance
Management System, BEAM that we offer – know that we have your businesses back.
Information Systems Project Management
Businesses utilize many software tools to record current and past performance. Increasingly they are relying on disparate databases and information sources to get a complete view of opportunities. This not only includes future business prospects but views into the quality of existing business processes. By taking a holistic view of all company systems and potential integrations of formerly disparate tools, a business can provide dashboards for constant monitoring existing state and using predictive analytics look to the future.
Many small to medium-sized businesses do not have the internal personnel to oversee a project implementing multi-database sourced views. Facilitated Software Solutions, provides contract project managers on a full or part-time basis to deliver We utilize database agnostic tools to help your company achieve complete visibility in all corners of the business.
ERP Systems: Sage 300, Dynamics Nav etc.
Over the last few years, ERP systems have become a partner rather than a controller of the Business information system environment. They’re great at measuring current performance, but they certainly don’t provide a complete picture of business activities. Using data from the ERP, customer relationship, social media, website activity and industry sources combined provides a big picture view. A business should understand the value of a prospect, an existing customer and a lost customer. Facilitated Software Solutions provides certified specialists on a short or long-term basis, to assist executives to identify opportunities to focus improvement efforts on.
Salesforce Process Analysis and Re-Design
Salesforce is a great toolset to act as the information or command center for many enterprises. Some implementations are far from complete or an aging relic of what is possible with some new automation or processes. Pardot marketing without attention can get old and stale. Facilitated Software Solutions works with both the executive team and the hands-on operators of a business to determine and implement cost-effective tune-ups om an existing instance or new deployment. We provide credentialed professionals on a full or part-time contract basis to do the heavy lifting and then turn over a completed and greatly improved system.
Business Process Analysis
Business Processes are similar to an automobile, if you don’t check the oil and tire pressure regularly, big problems may be in your near future! Using tools like MS Visio we work to document existing business processes and their KPI’s (Key Performance Indicators) to provide a baseline of the existing model. Then we develop, through both staff elicitation meetings and research, an improved process, a Visio model is created. We do this using both #LEAN and #AGILE techniques. KPI’s are measured and compared to the former process to verify quality improvement.
Many ERP, CRM and PMS systems have internal workflows for their individual parts of the business information system. At Facilitated we prefer using software tool agnostic solutions. A great workflow automation product spans multiple software tools and can be easily adjusted to include new tools that are brought to the business enterprise. Workflow automation frees up your workforce to concentrate on issues requiring complex thinking rather than them focusing on a routine day to day functions of their positions.
Pardot and Social Media Marketing
At Facilitated, we use social media marketing like many other businesses to attract more opportunities. We truly enjoy using various forums to inform and provide guidance to prospective clients. We also believe these efforts need to be monitored and measured. Clicks are nice but what is a businesses conversion rate from the first contact to completed deal? If that value cannot be determined from an existing platform you cannot determine the real value of the efforts. By designing Social Media campaigns properly they can be properly analyzed to prove value.
Facilitated Team members use many techniques including Six Sigma quality management to ensure the business processes we develop with a client are actually improving performance. We are followers of Edwards Deming and Toyota production and manufacturing methods. It truly is the job of all team members on a project to constantly strive for both personal improvement and project improvement.
If a business is reliant on vehicles, pumps, motors, alternative energy to provide services to customers, then not having a smart sensor based 24/7 monitoring and an alert system could cost the enterprise significant dollars. If an air conditioning system or a lab pump breaks unexpectedly a production batch or employee productivity may be lost until the situation is rectified. We provide monitoring software with alerts, equipment repair documentation, and personnel requirements. In addition, we believe in employing predictive analytics on all monitored equipment to remove the unexpected breakdowns.
An increasingly important area for today’s business enterprise is document storage and access. Documents must be available to businesses 24/7 from virtually anywhere. The management team, business development, plant managers etc., need to be able to search for documents quickly, to work through everything from proposals to repair requirements to contracts. Without a well-indexed library, hours can be lost searching for critical information. We provide solutions for all sizes of enterprises to meet these needs.
Beam is one of four Business Management Platforms from Bimser. Other quality systems by Bimser include eBA - a Document & Workflow, QDMS - a Integrated Management System, and ensemble - Process Strategy and Performance Management System
'We Know What Happens Next'
Combining Analytics & Business Impacts to remove the guesswork from production and maintenance planning, replacing it with accurate predictions that allow you to have a worry-free process.. All apart of the PDX platforms; DAQ, Sandbox, and PDX Deploy.
Fully Integrated with Customization and Automation Full accounting System built on Salesforce. Named one of the Top 10 Accounting Software Solution Providers in 2018
IoTCo creates a competitive advantage to business by using Industrial Internet of Things (IIoT) and predictive analytics tools to connect and analyze complex manufacturing processes, systems and machines to identify opportunities to reduce costs, increase efficiencies, eliminate waste and enhance productivity.
These are some of the B2B services that we at Facilitated Software offers. Feel free to contact Tom Lyttleton for a free consultation.
Written by: Thomas Lyttleton, PMI, ACP, PBA, SixSigmaBB President of Facilitated Software Solutions, Inc. C-Suite executive level information systems, report, and dashboard requirements are evolving rapidly with IoT and digitization. I am often asked to provide business process analysis for corporate CRM solutions. Many times, these requests are to review stalled …
by Tom Lyttleton – 10/24/2018 Much of the work Jim and I have done over the years has involved trying to repurpose ERP implementations that have stalled or implementations that have delivered less than promised or expected. Generally turning these projects around is very challenging and politically charged. A great …
A couple of disclosures which bias my perspective ~ • Worked with the ERP now known as Sage 300 since it was ACCPAC Dos. • Survived being a project accountant. • Learned programming with PUNCH cards and thought Fortran & Cobol was awesome. • Stopped using a slide rule in …
Project Managers are one key to a thriving business. After companies reach a certain size, a coordinated business information system is necessary to control costs, automate workflows and measure performance. This can be a significant investment even for medium sized companies. Relying on a vendors Project Manager (PM) to oversee …