Category Archives : The Datix Difference: Process, People, Partnership

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Need ERP Help? Here’s Why You Shouldn’t Go to Your Software Vendor

Why You Shouldn’t Go to Your Software Vendor When You Need ERP Help Looking for ERP software help can feel like no easy task, especially when some function has failed drastically and you need support immediately or your system is just not running efficiently on the whole and you don’t even…

A Future IoT Enterprise

A Future IoT Enterprise The internet of things (IoT) has become an symbol of future business opportunities. Proponents of the integrated series of objects, devices, and machines point to the infinite amount of opportunities available to businesses embrace this innovation. But what role will the IoT play with your entire enterprise software system?…

Change Management Matters During an Implementation

Implementing a CRM or ERP or other enterprise system at a company – of any size – is an immense challenge and investment of manpower and money.

But without an investment in organizational commitment and the right mindset, the project could be doomed from the beginning, resulting in over-runs and low adoption of the new technology. And while project over-runs are the immediate pain, lack of adoption prevents you from capturing all the value of the new enterprise system for years to come.

But it doesn’t have to be this way. This week, Kyle looks at the Kotter 8-Step Process for Leading Change as a framework for realizing the value of your enterprise software investment.

Uncertainty In, Excellence Out: Recipe for a Successful Data Conversion

Data is the lifeblood of your enterprise software systems and operations. Without good data, made accessible at the right time to the right people, considerable friction is imposed upon a business. So it’s imperative that, when upgrading or re-implementing your enterprise software, the data enters your new system in the best shape possible. The process of data conversion involves taking existing, legacy data from the older system (or collection of spreadsheets) and organizing and uploading it into the new system. This week, Datix Business Analyst, Ryan Mosby discusses the keys to a successful data conversion – and most of them aren’t technical.

Business Process Modeling: Four Ways it De-Risks Your Implementation

Over the past couple of weeks, I have discussed why business process modeling should not be >skipped or undertaken without a consulting partner despite some common misconceptions.

Business Process Modeling: Not a DIY project

business-issues-teamwork1We’ve worked with clients who believe that they can take on the complex task of business process modeling on their own. While it’s certainly possible for any firm to produce a deliverable that documents its own processes, companies also tend to have certain blind spots that can lead to incomplete or myopic results. And, the results likely won’t map to the enterprise software, leaving key functionality and efficiency untapped. Here are key misconceptions that lead to a risky DIY approach.

Business Process Modeling: It’s Non-Negotiable

  Defining Business Processes for Your Organization (Part 1 of 2) When setting up the project plan for a software implementation, companies often seek to cut out business process modeling in the interest of saving time and effort. However, at Datix, this step is a non-negotiable part of our process,…

Small Manufacturers: Fix Bad Processes without Breaking the Bank

  Have you ever felt stuck with a process that was clearly not working, but feared the solution would be too expensive? With a fresh set of eyes, the right analysis process and a dash of creativity, the solution may be more attainable than you think. A recent client, a…

CRM Implementation Best Practices

If you have ever wondered about the process behind implementing CRM you are not alone. Clients are often concerned about making the transition for fear it could take too long and could be more trouble than it is worth. Making sure the transition – from your old system to a new CRM – is a smooth one is the job of your consulting partner. Bryan Sapot, founder and managing partner of Datix, recently tackled this issue in a presentation to the CRM Users Group entitled Implementation Best Practices.

Integrating your sales process with your CRM

Integrating your sales process with your CRM If you do a Google search of the term “Sales System”, more than 2.2 billion results come up. That is to say, there are a lot of sales processes and systems out there. As a company, we have gone through the training with…

Consulting Services Augment Your ERP Implementation

We want ERP (Enterprise Resource Planning) implementations to be a success. One of the best methods for ensuring a successful implementation, we have found, is to have a dedicated project consultant. This consultant is available to take your calls and is also available to travel on-site for personalized training or…

How to Have a Successful ERP Implementation

 A blog post I read recently from IT Toolbox, by Steve Phillips, brought up an excellent and perhaps overlooked perspective in the realm of ERP implementations.  Phillips pointed out that the failure rate in ERP projects is often falsely blamed on the client. We, as a consulting firm, get that the…

10 Best Practices for Integrating Customer Data

10 Best Practices for Integrating Customer Data Scribe Software, a Datix, Inc. partner, held an educational webinar about the 10 best practices for integrating customer data. Pierre Hulsebus, Scribe’s Senior Sales Engineer, presented a clear and practical approach to implementation.  His tips come from years of integration and IT experience….

Guidelines for Selecting the Best ERP Consulting Firm

  Guidelines for Selecting the Best ERP Consulting Firm We recommend making sure your business goals align with the expertise of the consulting firm. Selecting an independent firm can provide a less biased opinion about software and open-minded, honest implementation solutions. They can provide unique insight into business processes, and…

8 Traits that Make a Stellar ERP Consultant

Traits of a Stellar ERP Consultant As an ERP consulting firm, we continually think about what makes a successful consultant. During an extensive enterprise software project, a consultant is an experienced guide.  IT projects can often get off-track. An article in ZDNet entitled CIO Analysis: Why 37 Percent of Projects…