Pardot Part 2: Automating Qualification of Prospects

It’s Thursday! Let’s kick-off the “second best day of the work week” with Part 2 of our Pardot mini-series.

As discussed last week, we like to break marketing automation into three main buckets: Intelligence (tracking behavior), Automation (identifying and prioritizing) and Advanced Workflow (integrating with business process). Last week we discussed how Pardot can help you identify your visitors.…

Enterprise platform adoption: Engaging power users to help drive organizational change

As mentioned in our previous blog post, West Monroe Partners Performance Services practice is deploying ServiceNow to improve our service offering to our clients. Even before we complete our rollout, client enthusiasm is high, and a number have already volunteered to act as early adopters. On the surface, it would seem like the largest hurdle to clear would be getting clients to ‘buy in’ to the new tool set.…

Will the flare of solar development finally break the utility business model?

The energy utility industry is collectively moving away from its historic emphasis on central station power generation delivered by high voltage transmission systems and substations to a more nimble, inclusive, and flexible utility system. There are two interrelated drivers to this transformational change that we are presently witnessing:

  1. The rapid emergence of new, distributed energy resource (DER) technologies; and
  2. An incremental, state-by-state revision of the regulatory policies that support the growth of these technologies.

SPI 2015: What’s New in Solar?

Every year, players in the solar ecosystem get together at the Solar Power International (SPI) show hosted by SEIA and SEPA. It is always a very exciting week to be in the middle of a group of highly-motivated people driving a rapidly growing industry. The entrepreneurial spirit is palatable and the optimism contagious.…

FFIEC and NIST: A Comparison of Two Prevalent New Compliance Frameworks

The Federal Financial Institutions Examination Council’s (FFIEC) has recently stepped into its role as the leading voice in cybersecurity-related banking regulation, bringing examiners and technology experts from all member agencies together with the expectation that the banking industry will be a leader in cybersecurity maturity and readiness.

In the five years since the passing of Dodd-Frank, FFIEC guidance was given new legitimacy with the addition of the Consumer Financial Protection Bureau (CFPB) to the FFIEC, combined with the mandate of that new organization.…

Hyperconverged Integrated Systems, Simply

 

The traditional data center infrastructure is comprised of discrete realms (compute, storage, network, etc.) each with discrete appliances (servers, SANs, switches). As a result of the inherent dissimilarities found in traditional infrastructure builds, you end up with equally dissimilar management interfaces even within a particular realm. For example, EMC and NetApp SANs, or Dell and HP servers, or Cisco and Juniper switches all require utilizing unique management interfaces.…

Why financial institutions should leverage EMV migration to maximize their debit portfolio

While most debit card issuers are making progress on EMV migration, this is also a good time to be taking a deeper look at the performance of their debit portfolio. Conversion to EMV will require issuers to incur increased costs issuing new cards and communicating the specifics of the change. Therefore, banks should consider this event an opportunity to enhance cardholder engagement and drive increased volume and fee income.…

Pardot Part I: Removing the Mystery of Tracking Behavior

In recent years, marketers’ inboxes have been saturated with information on books, webinars, blogs and email snippets touting tools that help automate your marketing abilities – not only aimed at expanding your reach to potential clients, but also providing intricate metrics tracking interactions between your company and your clients.  And while automated marketing sounds sleek and sexy, it can be quite overwhelming and seemingly vague, especially for companies where the marketing department is also part communications, PR and business operations.…

Leveraging Community Solar to Become a Smarter City

Smart cities continuously look for ways to become cleaner, more efficient, and more secure. They also seek opportunities to actively engage their citizens in this effort. One area of focus is transitioning to local renewable energy resources. Unfortunately, the density and location of most cities do not lend them to most forms of renewable energy.…

Enabling Synchronization between Outlook and Microsoft Dynamics CRM 2015 online

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Enabling Synchronization between Outlook and Microsoft Dynamics CRM 2015 online

In the world we live in today, email is a vital component to our personal and business daily activity.   Nothing can be more frustrating when email stops flowing for even a short time. If you have recently installed Microsoft CRM Dynamics 2015, I have written this blog to help reduce the stress of managing an email server by letting Microsoft Office 365 host your email service with Exchange Online.…

Using Knowledge Management in Your Contact Center

Contact centers traditionally hold a reputation for being an organization’s “catch all,” receiving customer contacts that range from inquiries to requests to complaints.  Contact centers receive not only all types of customer contacts but must also support all departments within an organization, from product, to marketing, to logistics to billing. The wide variety of contacts and the inevitable process changes from internal departments can make it very difficult for agents to effectively manage the contacts.…

5 Things to Consider when using Datazen with a SQL Server Database

Microsoft’s recent acquisition of Datazen has brought it to the forefront of the conversation about data visualization, particularly with their plans to integrate Datazen with SQL Server 2016. Datazen is a data visualization platform that presents data integrated from multiple sources including Excel, SQL Server databases, OLAP, SharePoint, Web Services, ODBC, and others.…

How to Create a Copy of a Production Instance in Dynamics CRM Online

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Many of our clients have recently expressed the need to update their Sandbox instance to match the data in their Production instance.  Having the same data represented in both environments and in sync is crucial to consultants, developers, and clients alike.  Working in our client’s production instances is typically not a best practice, so we often design and test in sandbox before moving into production. …

Forcelandia: A Salesforce Developers Mini-Dreamforce

The Portland Salesforce Developer Group recently hosted the first (of what I hope are many to come) Forcelandia event on July 23rd. This event exceeded all my expectations and felt more like a hands-on mini-Dreamforce event rather than a Salesforce Developer Group Meetup. The event attracted approximately 60 attendees, along with another 10-15 event organizers, Salesforce employees, Salesforce MVPs, and other highly visible members of the Salesforce community.…

It Takes Two to Travel

There is no shortage of articles about how empowering it is to travel alone to a destination. Whether this finds its way onto your bucket list or not, it is trendy to go on an adventure with yourself as your only company – or is it? Not for actual companies.…

 

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