Search Results: customer success (1587)

​In this session, you will walk through a process for rating CRM projects, rate your organization across 5 categories, and identify the most important areas to focus on improving. At the end of the session, you will have a benchmarking guide that you can use to continually monitor and improve the people, processes and technologies associated with customer engagement in your organization.

This session will provide you with a practical rating guide and walk-thru, including how to:
• Discover gaps in your CRM

Learn about successes and struggles, and gain advice about your data migration process.

Natalie Jackson, Marketing Director for emfluence Marketing Platform, shares her perspective and expertise on the path to marketing automation.

In this session you will learn the role of the c-suite in managing a CRM project, in adopting CRM, and in using CRM to drive change within their businesses. Executives will leave with a clear understanding of how to drive change – even transformation – by using the power of CRM. Project leaders will leave with a checklist for getting, and keeping, the c-suite engaged in your project.

​#CustomerEngagement

Without a shred of proof, Larry Ellison claims yet again that Oracle is close to snatching some large SAP ERP customers.

Early adoption of the standard is permitted for IFRS preparers and early preparation will be key to successful implementation of the new standard. Binary Stream will share best practices.

Oracle has pointedly and publicly called out AWS by claiming Oracle’s new Exadata Cloud Service X8M crushes competing services from AWS.

Configuring a Dynamics 365 Finance and Operations system requires settings on hundreds of forms. In this session, we look at how you can use data management to streamline the setup of a new system with spreadsheets. Once you have these spreadsheets, they can be used to guide you through the setup in an orderly fashion.

This type of configuration is not without challenges, including the format of the data, number of spreadsheets required, the order to run the sheets. Laura has been fully configuring systems since AX2012 with spreadsheets for 7 years and will walk you through the challenges and ways to overcome them.

Do you have multiple companies? Should you use copy company or some other methodology? Let’s look at the pros and cons of copy company vs. rerunning the same spreadsheets into the new company (ies).

Once you’ve configured you have to migrate data. Some of the challenges with data migration are similar but there are also unique challenges as well. Next we talk about the differences between configuration and data migration and how you use the data management framework differently for data migration. Customers and vendors have some real challenges to be able to load this data and then update it if addresses or other information changes. There are some techniques that can be used to guarantee updates are possible without having to look up record ids, party numbers, or address/location ids. 

Learning Objectives:

•Understand the challenges with loading many data entities at once and ways to overcome those challenges
•Using Excel to help build the data to be loaded
•Knowing what to migrate from legacy systems and key data entities that will be required
•Steps to validate data
•What to do when you make a mistake and all that bad data is in your system

Audience: Functional and Technical staff responsible for configuring D365 Finance and Operations and loading data from other systems

Level: Intermediate

Prerequisite: Basic knowledge of data management framework required

Preparation: Please bring your own internet capable Windows PC to class for the hands on lab portion/class exercises.

Manage your projects using Dev Ops (formerly VSTS). DevOps gives your users, managers, SME’s, and customers the ability to collaborate based on the project plan and business processes. We will show you how DevOps is used in a project and customized to the industry by using industry specific Business Process Models and capturing all backlog items under the BPM. Defining dashboards and queries for different models such as the operating model, integration model and data model allows the team to quickly focus on the current project state and key activities.

The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.

On the Cloud Wars Live podcast, Bonnie Tinder talks about the need for patience and a clear game plan when rolling out projects.

Citrix has put together a 6-point survival guide to help businesses manage cloud challenges with maximum confidence and minimal disruption.

The Citrix Cloud Summit features strategic overviews of digital transformation and the vital role of the cloud in the global digital economy.

On the Cloud Wars Live podcast, Bonnie Tinder talks negotiations with the C-Suite (and especially the CFO) on digital transformation and more.

On the Cloud Wars Live podcast, Bonnie Tinder explains why she’s a fan of rapid deployment — but only when it’s done under the right circumstances.

Stream the first episode of “Tinder on Customers,” a new Cloud Wars Live podcast series with Raven Insights founder and customer expert Bonnie Tinder.

One of the customer wins that Larry Ellison mentioned on the Oracle Q4 earnings call was Goldman Sachs, which he says had a failed Workday implementation.

10 dazzling customer engagements Microsoft has disclosed in the past 18 months that highlight Satya Nadella ‘s ambitious view of digital transformation.

This episode is brought to you by Oracle. Hear directly from Bruno Aziza, Group VP, AI Data Analytics Cloud, about the upcoming Oracle Analytics Summit.

In an exclusive Cloud Wars interview, SAP co-CEO Christian Klein explained why SAP’s forward-looking approach to ERP is helping customers embrace the cloud.

It’s now mid-March, when Oracle founder Larry Ellison promised to disclose details about the big German ERP customer that Oracle’s going to steal from SAP.