Live Webinars Covering Everything Business Technology!

Check out our on-demand webinar, “All Things Power BI”, the first of a series of webinars on Power BI.

Over the next two months, we have enlisted the expertise of Mark Stept, one of our Senior Consultants, to guide you through the world of Power BI. Mark started with an introductory session, where he defined what Power BI is and isn’t and laid the foundation for a comprehensive learning experience. Throughout the series, Mark will delve into various aspects of Power BI, including advanced tutorials, tips, tricks, and much more!

This FREE learning series is just one of the many reasons why partnering with Clients First is advantageous. We are committed to providing exceptional support and guidance to our clients, and this webinar series exemplifies our dedication to helping you succeed.

In this webinar, you will learn about:

Traditional Reports and Power BI Dashboard/KPI’s
Sales Dashboard (Live Walkthrough)
Data Framework: Where is my data?
Power BI Desktop: develop and publish reports
Power BI Web Service
Creating a New Dashboard (Live Demo)
We believe that Power BI can revolutionize the way you analyze and present data within your organization. Whether you are new to Power BI or seeking to enhance your existing knowledge, this webinar series will provide valuable insights and actionable tips that you can implement immediately.

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• Walkthrough of Shopify shops set up in BC
• Demo of item, order, and customer syncs
• Demo of how orders and inventory data flow between Shopify and BC
• Discussion of how to use the integration to automate common workflows
• Showcase of Microsoft’s newly launched AI capability, CoPilot, and advanced features of the connection

Watch the on-demand webinar now and get a demo of the Shopify and Business Central integration.

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Starting with a painful estimating process that results in customers waiting for quotes and dealing with duplicate, error-prone data entry and job tracking – do you really know the ‘not so soft’ costs of managing your print operation in multiple systems? You may be surprised where you can find real, hidden cash when using a centralized print solution that enables seamless workflows.

Watch this eye-opening, educational webinar to learn where operational vulnerabilities and revenue rifts lurk in your print business. Then, see how Microsoft’s unified print ERP/MIS solution can boost your profitability and productivity by handling every stage, from quote to cash.

Led by print industry infrastructure consultant and specialist, Amy Servi, and the Clients First Print Solutions team, you’ll learn about:
• Where your current systems are failing you and your bottom line
• The impact of disconnected print systems
• How to use software to support workflow, not just a place to store data
• What a centralized print management solution looks like from quote to cash
• Quoting and estimating 50% faster
• Having a single source of truth and removing data chaos once and for all
• And more!

Watch the on-demand webinar today!

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It’s time for the new Microsoft Dynamics 365 Business Central Wave 1 release!

In this edition of Coffee With Chris Webinar, Chris Young covers the 5 most important features for the upcoming Spring release. 

Whether you are an existing Business Central user or considering a migration, this webinar will teach you what you need to know about the latest release from Microsoft. 

Here are the 5 features Chris will be discussing:

1. Sync Master Data Across Multiple Companies
2. Statistical Account Support
3. Analyze, Group, and Pivot Data on List Pages Without Exporting to Excel
4. Drag and Drop Attachments
5. Add Tables and Extension Fields to Lists and Pages

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New ERP software is a significant investment. It comes with substantial risks. And it’s a tangible commitment of time and resources. That’s why starting the selection process can be daunting.

You face concerns: How are we going to gather our requirements? How are we going to find software vendors? Who’s going to lead the demos? Who will understand pricing?

Then, you contemplate and face the decision… “do we need an RFP?”

Fret not. Coffee with Chris is brewing up helpful guidance for you! Join us this month as we discuss the pros and cons of outsourcing software selection. Learn when it can be a benefit and when it can be a hindrance to project success.

We will share the 5 biggest challenges when writing an RFP and how to overcome them so you can get the most value, and productivity, with your partner engagements and proposals.

Don’t let this valuable, informational webinar pass you by!

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Why do so many companies skip this step?

Your software investment is only successful if your people use it. The problem is that compliance in ERP projects is the most common afterthought and is often viewed as an inconvenient task. Without a comprehensive user adoption strategy at the time of rollout, your entire project and business growth are at risk.

With hundreds of successfully adopted ERP upgrades and implementations under our belt, this Coffee with Chris session is here to help you ensure an effective rollout strategy. We’ll cover:

• Common misconceptions about approaching user acceptance and why they backfire
• How to communicate about your ERP solution in alignment with company goals
• Identifying who should be in charge of driving user adoption
• What to do if things don’t go as planned
• The three pillars to ensuring successful adoption and how to get started now

Protect your technology investments and business growth strategy – don’t miss this Coffee with Chris session.

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Practice your best pageant hand and say hello to the latest Business Central release. Whether you’re a seasoned user or a business evaluating your cloud ERP options, this is your chance to meet and greet with the Wave 2 fall release and see the fresh additions and enhancements in action. Join Chris and his team to check out Business Central’s newest:

• Bank reconciliation improvements
• Financial reporting additions and account schedule replacements
• Reverse payment reconciliation journal entries feature
• Multiple remit-to vendor addresses capability
• Field descriptions for an even more intuitive user experience
• Easy install and setup apps
• Delegated admin security edit in Excel ability
• And much more!

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There is no denying that cash is regally crowned. Still, your business shouldn’t handle cash application challenges through error-prone, tedious manual labor and Excel spreadsheets just to get it done. If you sell to national accounts, buying groups, or consortiums, where it’s common for customers to pay bills that cross multiple accounts, you won’t want to miss this month’s Coffee with Chris session, where we’ll cover:

• The cash application challenges when selling to national accounts
• Different ways to apply payments to multiple customers from a single check
• Facing the complexity of deductions or credits taken from one account and applied to another
• Reducing the risks of manual cash application processes
• How you can approach cash application with automation and accuracy

While your competitors are allocating financial resources to more strategic endeavors that impact the bottom line, you can’t require time for arduous AR management processes, so don’t miss this session! Queue that lunch delivery, add an iced latte, and SAVE YOUR SPOT!

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‘Tis the sea-son for a new release, and Microsoft Dynamics 365 Business Central Wave 1 is here with added and improved productivity, workflow, user-level security, and third-party integration features. Whether you’re an existing user or still looking under the hood considering a migration to Business Central, this Coffee with Chris session that takes a deep dive into the 2022 Wave 1 release is for you!

This month, special guests Ashley Ruggiri and Michael Sodano from ADP will also show you how to leverage powerful HR analytics and benchmarking technology. Learn how to monitor employee turnover, competitive pay, and OT using DataCloud, a Power BI connector, and integration into Business Central.

Covered highlights include:

• Blocking deletion of G/L accounts and posting group usage
• Sell-to and Bill-to updates in Jobs
• Reporting improvements
• New customer and vendor balance consolidation capabilities
• The highly anticipated Shopify connector
• Upgraded performance tools
• ADP Workforce Now integration, and more!

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