Client Overview DreamFields, the parent company of the popular cannabis brand Jeeter, began in California as a shared dream between three executives. With headquarters in Desert Hot Springs, CA, the team isDreamfields constantly looking for ways to expand and improve upon the dream. DreamFields has teamed with the finest cannabis industry operators, partners, consultants, and…
Mounds of Paper An erosion control company was drowning in mounds of paper-based processes leading to inaccurate billing and payment delays. Every morning, paper-generated schedules were printed for foremen to take into the field and field work. They had to stop by the office, pick up work orders, load the necessary materials, and complete the…
As digital technologies continue to reshape industries, one thing is becoming increasingly clear: process automation is no longer a luxury — it’s an essential. Between the dispatching and invoicing, manual processes and emergency service calls, poor visibility and communication challenges, field service ops often create a challenging environment for both field techs and their office-bound…
Supply chain visibility (SCV) offers a clear, end-to-end view of the entire supply chain – and the many different systems, stakeholders, processes, and variables with any connection to that chain. Having that big-picture view enables orgs to ID and fix process inefficiencies and tackle vulnerabilities like stockouts or fulfillment issues before they turn into bigger…
In our first COA post, Chart of Accounts- Getting the Full Accounting Report Benefits From Your ERP we described COA structures, how they are used to capture and track transactions in the General Ledger and the role that the COA plays in financial reporting. In this post, we’ll discuss the best practices used in setting…
It’s no coincidence that Microsoft Azure is the cloud service that 95% of Fortune 500 companies, including Walmart, FedEx, American Airlines, and AT&T, trust for their cloud and hybrid solutions. What is Azure? The Azure cloud platform has more than 200 products and cloud services designed to help you bring new solutions to life—to solve…
Approaching a Salesforce Price Increase A leading provider of comprehensive health and wellness visits, advanced diagnostics and care management services was previously managing and scheduling its network of home healthcare licensed providers – including physicians (MD/DO), nurse practitioners, physician assistants, and medical technicians – with Salesforce. Approaching a hefty price increase from Salesforce, the company…
Scheduling and dispatching are everything for field service orgs. Which, of course, is so obvious, it’s hardly worth saying out loud. After all, we are talking about an entire industry built on appointments, house calls, and face-to-face interactions. Still, it’s important to note that scheduling is more instrumental to your success than you might think.…
Across the board, ERPs act as a central database for the entire business — providing org-wide insights, internal controls, and the ability to automate and optimize core processes. Finance and accounting are always the central focus, as everything from sales and service to HR and marketing points back to the bottom line.  Still, the ERP…
Time-tracking software is essential for any company that works with contractors, pays employees by the hour, or bills clients for time. It’s a valuable tool for improving admin tasks billing, payroll, and estimating. And — it gives business leaders insights that can be used to increase efficiency, utilization rates, and profits. Since professional services is…