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Kerry Peters is joined by Cynthia Priebe to discuss why organizations put off setting up permissions and security until phase two, practical tips to make the implementation process easier, the benefits of getting it done, and a shocking customer story that will encourage you to get started.

Essential points covered in this episode:

✔️ The entire enterprise needs to be involved. Whether it's phase one or phase two, permissions and security are everyone's responsibility and should be a top-down effort.

✔️ Create ownership by giving tasks to each department. This not only makes the workload for your project reasonable but also minimizes the pains of issues caused by certain people not having permission to do what they need to do.

✔️ Permission sets and their structure is the core. Microsoft deprecates user groups and allows you to decide which sets get assigned to certain users or groups of users.

✔️ Setting up permissions helps monitor sensitive information. With Business Central, you can control and oversee who gets access to them, avoiding any data breach that could happen.

✔️ Be clear on who should be involved. Getting your data leaked can ruin your organization – so be sure to get your expectations aligned and have experts like New View Strategies guide you in getting your permissions and security done.

When it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV, Cynthia Priebe has built a reputation as a go-to resource. She brings specific expertise to NVS's consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Cynthia understands that there's often more than one right way to accomplish specific goals in BC, and she can help clients find the "righter" way!

About Kerry Peters & New View Strategies:

Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!

Let the experts help you tap into the true power of your BC / NAV system.

You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

In this episode, Cynthie Priebe talks about using Business Central for workflow approvals and notifications, its overall benefits for your organization, and why you need to reconsider your company's approval process now.

Essential points covered in this episode:

✔️ Having only one place to look saves time. Eliminate manually writing emails, physical folders, and uncategorized back-and-forths waiting for approvals. It only takes one notification on Business Central to get the process moving.

✔️ An efficient workflow approval system positively impacts work performance. Instead of spending half an hour on every purchase order, one employee improved in vendor negotiation. No more printing spreadsheets. Approvals and reports are sent with a click.

✔️ Don't be afraid to go paperless. Evaluate your organization's current process and see how much it's costing you. Not only does this simplify systems for hybrid and remote workplaces, but you also remove the spending on paper and extra time spent manually taking approvals and checking them.

When it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV, Cynthia Priebe has built a reputation as a go-to resource. She brings specific expertise to NVS's consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Cynthia understands that there's often more than one right way to accomplish specific goals in BC, and she can help clients find the "righter" way!

About Kerry Peters & New View Strategies:

Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!

Let the experts help you tap into the true power of your BC / NAV system.

You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

Kerry Peters talks about why companies postpone fixing bad data until phase two, the common data errors in workflows, the benefits of cleaning up and having correct data, and two actionable steps that organizations can start doing now.

Essential points covered in this episode:

✔️ Bad data is not impossible to correct. With Business Central, you can fix these four common mistakes:

• Wrong base unit of measure for inventory

• Wrong inventory costing method

• Incorrectly mapped posting groups

• Inaccurate dimensions

✔️ Having correct data is good for customers and teams. Duplicate records, data with wrong links, and missing data can create so much confusion and trouble. We want to have a reliable database, and having zero errors is possible with the right configurations.

✔️ Having correct data saves time. Any time you have a data error, you would need to spend time troubleshooting and finding other damages. You may have also increased IT tickets and caused delays in workflow processes.

✔️ Do these two things to fix your bad data. Start keeping a list of the type of errors you're experiencing, how many are caused by bad data, and review how much time it took to solve each error. Be clear on your data standards that are to be filled out on Business Central to avoid generating errors down the line.

About Kerry Peters & New View Strategies:

Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!

Let the experts help you tap into the true power of your BC / NAV system.

You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

In this episode, Cynthie Priebe talks about EFT/ACH payments, tips on how your company can go paperless, how Business Central can simplify the payment process, and why it's a lot easier than printing physical checks.

Essential points covered in this episode:

✔️ Have a strong relationship with your bank. This ensures less delay when incorporating Business Central into your EFT system. One contact person ensures your files meet the bank's standards.

✔️ EFT payments are made easier in Business Central. Even non-experts and non-developers can make tweaks to the simplified system.

✔️ Seamless EFT payments positively affect the organization. It's not just an accounts payable thing. Convince higher-ups to make the paperless switch by considering the overall health of the company.

✔️ Once you get started, it becomes easier. Incorporating Business Central is quicker than you think! Prepare a form to send out to your vendors, asking them for their information.

When it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV, Cynthia Priebe has built a reputation as a go-to resource. She brings specific expertise to NVS's consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Cynthia understands that there's often more than one right way to accomplish specific goals in BC, and she can help clients find the "righter" way!

About Kerry Peters & New View Strategies:

Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!

Let the experts help you tap into the true power of your BC / NAV system.

You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

#bankreconciliation #banking #businessmanagement

In this episode, Cari Corozza discusses how companies can use Business Central for bank reconciliations, the common problems it can address, and what you need to know before incorporating it into your business.

Essential points covered in this episode:

✔️ Have the right bank transaction format. This allows you to do the assisted setup to import bank transactions, which can be done in as quick as 30 seconds.

✔️ Don't dump things in Excel! You don't have to go through every transaction line by line. With a CSV format of your data, the assisted setup wizard and auto-match feature of Business Central can make things easier.

✔️ Record transactions in the same way your bank does it. Be it a 1-on-1 or a many-to-many payment, this adjustment creates a seamless data presentation.

✔️ Save time and effort. Using Business Central for your bank reconciliations eliminates manual matching. See all your data organized in one place!

✔️ Know your approach. Before making that jump to Business Central, be clear with your plan to avoid creating too much work for yourself. The experts at New View Strategies can help you get started.

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For the past decade, Cari Corozza has relished driving smarter processes and more efficiencies with the accounting and finance teams she's worked with, developing a deep background in month-end reporting, accounts payable, and financial consolidation. She is a Certified Public Accountant and an experienced Microsoft Dynamics NAV User. As a trainer with New View Strategies, she enjoys sharing her past NAV experience to guide other users toward finding the best way to accomplish daily and monthly tasks and goals. Cari is a Microsoft Certified Trainer and holds the Microsoft Office Specialist: Excel Expert credential.

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About Kerry Peters & New View Strategies:

Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!

Let the experts help you tap into the true power of your BC / NAV system.

You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

While companies tend to push designing their Role Centers to the back burner, it makes an excellent project for phase two because it has the potential to increase efficiency and provide a quick success after go-live.

Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Designing Role Centers as a Phase 2 Project in Business Central ▶

✔ Are you tired of constantly using the search function in your job?

In a class I taught, we asked participants to write down how many times they used the 'Tell Me' function in a day. The average was over 30 times!

Stop wasting precious time and set up the customization relevant to you.

✔ Dedicate ample time in the project plan to realistically design role centers in Dynamics 365 Business Central.

Many companies delay addressing their Role Centers due to the lack of dedicated time to mapping them out in the project plan. Failing to do so can result in haphazard solutions that waste time and effort.

✔ Developing Role Centers as a project for Phase 2 makes a cost-effective and efficient rollout.

Implementing phase two of your project can be made an effortless task with us at New View Strategies. Our team's expertise comes from our vast experience and training.

With just a few hours of efficient questioning, we can identify the required role centers and save you a considerable amount of time and resources.

Reach out to us today to get started, and email us at [email protected].

Essential points covered in this episode:

[00:00:16] Reasons why companies put off dealing with their Role Centers until Phase Two

[00:01:19] Is it difficult to put this into place after go-live?

[00:01:54] Top reason why companies should move forward with this type of project

[00:02:54] Customer story

[00:04:00] Wasting time using 'Tell Me'

[00:04:28] Preparing for Phase 2

[00:05:44] Project implementation made effortless with New View

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About Kerry Peters & New View Strategies:

Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!

Let the experts help you tap into the true power of your BC / NAV system.

You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

#NewViewStrategies #BusinessCentral #Dynamics #RoleCenters

You've received the recommendation report and are excited to start implementing changes. The next challenge is balancing regular workloads with additional tasks, which is why additional support will be needed to assist your team in achieving company goals.

We are here to help you out. We will guide you through the results and recommendation report and help you assess how much time it will take to achieve your objectives.

WATCH: What Are The Next Steps After A Business Process Assessment? ▶

✔ Addressing inefficiencies presents an opportunity to accomplish more within a short period. Accelerating improvements to your company guarantees faster savings and unlocks new possibilities you can explore with that freed-up time and money.

✔ It's crucial to gauge if your company can withstand change, implement recommendations after assessment, and, more importantly, how to carry them out without interrupting your team's regular duties.

✔ There's nothing more impressive than being able to take the reins and execute them. But if you're experiencing difficulty, countless resources, including our team, are available to assist you. Let us help you realize your goals by implementing practical and attainable changes.

Essential points covered in this episode:

[00:00:01] Introduction: What are the next steps after completing the assessment?

[02:17] Case study: Why a company requires outside help

[04:01] Evaluating your Phase 2 list

[05:15] Accelerating the timeline

[06:12] Rethinking opportunity costs

[08:55] Exercise: Pick your top three things you could improve today

#ProcessImprovement #Assessment #Efficiency

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About Kerry Peters & New View Strategies:

Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!

Let the experts help you tap into the true power of your BC / NAV system.

You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

An assessment has numerous benefits that you cannot afford to miss. First, it guarantees quick wins. Our team will highlight easy changes that you can implement right away for immediate improvement in your operations. We take pride in witnessing the "aha" moment when you realize that a small tweak can make a big difference in your productivity.

Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — The ROI of Business Process Assessments ▶

✔ With our assessment, you can expect to see immediate benefits.

We will identify quick wins during our initial meeting with you and highlight any easy changes you could implement immediately, even before the recommendation report is written. You'd be amazed how suggesting a simple solution dramatically improves your work.

✔ Join me in this exercise and evaluate the cost and efficiency of your company's endeavors.

Let's factor in the average hourly wage of hardworking employees and calculate the total cost of a project. Examine the costs before and after improvements are made and determine the potential savings. Do this with the list of 20 crucial items and see how you will undoubtedly save valuable time and money.

✔ Customer satisfaction is a big intangible and an ROI that far outweighs the cost of an assessment.

Imagine how much happier your customers would be if they no longer struggle with your systems or your employees who are no longer frustrated in conducting transactions. The ease of doing business leads to higher satisfaction, which is a huge intangible advantage.

Essential points covered in this episode:

[00:00:01] Introduction: The return on investment is for a business process assessment

[00:49] Quick wins are an important part of the assessment process

[03:12] Exercise: List an inefficient process and assess how many total person-hours it takes today to accomplish that

[05:36] Intangible benefits that outweigh assessment costs

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About Kerry Peters & New View Strategies:

Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!

Let the experts help you tap into the true power of your BC / NAV system.

You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

#ProcessImprovement #Assessment #Efficiency

Many companies have faced the challenge you're currently facing. But fear not; our experts are ready to share successful practices they've witnessed in other organizations. Our consultants are seasoned professionals who have not only worked with this software but also gained extensive experience across various industries. We incorporate this broad knowledge into our evaluation of your company with one singular goal in mind: to help you achieve gold standard quality in your processes.

Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — What Is the End Result of a Business Process Assessment? ▶

✔ The best and worst part of the assessment process is learning just how many recommendations there are.

When you receive the comprehensive report from our assessment, you'll discover an abundance of recommendations tailored specifically to each functional area of your system. Our clients typically receive well over 100 recommendations, which they can immediately act on upon completing the assessment.

✔ The report is wisely sectioned into four categories, with the first group featuring quick and easy changes you can implement without additional assistance. These changes are often simple oversights you can correct immediately while the assessment team is still with you.

✔ Every company has at least a big hairy problem that needs more unraveling to solve.

As businesses progress, they will inevitably confront complex challenges that demand a thorough examination to identify the root cause and implement effective solutions. Such complex issues are commonplace among organizations, ranging from significant hurdles requiring extensive problem-solving to concerns requiring a simple yet new angle to look into.

What distinguishes successful companies is their unwavering commitment to finding optimal resolutions. Therefore, businesses must gear up for such intricate issues and invest resources to unravel them for sustained progress and growth.

Essential points covered in this episode:

[00:00:01] Introduction: Results of the business process assessment

[01:05] Training and more knowledge is always the foremost solution to creating efficiency

[02:48] Customized recommended plan of action that will solve things logically

[03:48] Help from experts and examples of best practices

[04:51] Exercise: Write down things you or your team could use some training on

#ProcessImprovement #Assessment #Efficiency

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About Kerry Peters & New View Strategies:

Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!

Let the experts help you tap into the true power of your BC / NAV system.

You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today:

https://getyournewview.com/services/

To conduct a successful assessment process, selecting the right individuals who possess the necessary qualities to contribute effectively is crucial.

Although some may believe involving all functional area team members in the process is the way to go, it is far from efficient.

In fact, reaching a decision with too many opinions thrown into the mix can take time and effort. The fewer people involved, the easier it is to make decisions.

Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — How Much Time Does My Team Need to Participate in a Business Process Assessment? ▶

✔ We advocate for companies to select a core team at the beginning of a business process assessment.

These individuals should be chosen based on their valuable qualities, such as open-mindedness and willingness to adapt to change. Investing time in selecting the best candidates for the assessment team will lead to a more effective and efficient process, resulting in a positive outcome for your company.

✔ Business process evaluation helps people do their jobs better and enjoy them more.

When consultants are brought in to assess a company's business processes, people can start to fear for their jobs. However, there is absolutely no need for this.

Let me assure you that our assessment process aims not to create an atmosphere of fear but rather to eliminate frustration, improve efficiency, and better utilize everyone's talents. We want every employee to know that their evaluation is not only an opportunity to grow and improve but also a chance to make their job more enjoyable. We aim to have motivated individuals committed to making a positive change.

✔ Take a moment to grab a pen and paper and jot down the names of those who understand the big picture and are eager to make a positive impact.

These are the Champions of Change that will bring your business to new levels of success. As you review this list, consider how a business process assessment could benefit your team and their productivity. You might be surprised by the possibilities that lie ahead.

Essential points covered in this episode:

[00:00:01] Introduction: How much time does your team need to participate in an assessment?

[01:27] Why successful assessments require setting up a core team

[02:17] Evaluations are supposed to help teams, not hurt them

[00:03:42] Biggest tip to make the process smooth for everyone involved - from start to finish

[04:42] Finding champions of change at your company

[05:03] Exercise: Identify and list big-picture people

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About Kerry Peters & New View Strategies:

Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!

Let the experts help you tap into the true power of your BC / NAV system.

You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

#ProcessImprovement #Assessment #Efficiency