What You Need to Know about Identity Access Management

Identity and access management – the process of ensuring the right people have the right access to information – should be a key component of any organization’s security infrastructure. A sound IAM approach will not only help protect your sensitive data, it will also save you time and money. However, implementation challenges such as business system complexities, lack of defined user roles and...

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‘Gapplications’ – Processes and the People (Part 3 of 3)

Stopgap solutions, what characteristic do they have in common? In part two of this series, I discussed the many faces of Excel and the idea that there is no one single solution that can address all of the functions, however manual, it can do. Functionally, stopgaps are all over the map, from workflow fixes to financial modeling fixes to reporting fixes, they lurk in all corners of...

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‘Gapplications’ – Architecting for Agility in the Spaces Between (Part 1 of 3)

I was speaking recently with the CIO of a large insurance company about his greatest business challenges (as we consultants love to do). One of the key challenges he described was ‘filling the gaps’. In other words, his team was struggling to provide functionality in the spaces where their major systems didn’t reach, but doing so in a way that didn’t compromise security...

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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...

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

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...

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Identity and Access Management – The Cart or The Horse?

In my experiences with identity and access management (IAM) projects, there is always a moment when you begin having a “Are we putting the cart before the horse?” conversation.  This is particularly the case when you are, in parallel, having a conversation about how to “enable” IAM in the environment by either redesigning your current implementation of Windows Server Active Directory, creating...

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Magic is in the Details: Execute your Next System Implementation like a Romantic Dinner Date

A poorly planned system implementation frequently results in conflicting expectations, unsatisfactory results, and an ever changing timeline due to ignoring the details. If you approach a system implementation like you would a dinner date, you will find you are better prepared and able to meet (and hopefully even exceed) stakeholders’ expectations.…

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Negotiation is as Simple as Signing a Contract, Right?

A software selection process can be intimidating, time consuming, and frustrating.  Where do you start?  What are the rules of engagement?  What if the software vendor isn’t responding in a timely manner?  What if there isn’t internal alignment between IT and the business?  These are just some of the questions that are likely to arise during a software selection process.…

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Extending Microsoft Dynamics CRM 2011: Build Attachment Download URL Links with JQuery

Disclaimer: This was written on June 24, 2015 and may be outdated.   Recently, at a client engagement, I was tasked with building a custom CRM Web Resource that would allow users to download/open documents via a URL link and to view additional metadata about the document. The problem, that was being solved, was the business wanted to see a list of documents in one place that were found in 2...

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