Is your Business Project-based and you Don’t Even Know it?

SPI Research has seen a strong trend toward making virtually all work, project-based work. Companies in every industry have turned their focus toward projects. A project focus makes sense as organizations plan work with a beginning, an end, and all steps in between. The key with projects is that there are cost and time associated with every phase or task, and there should also be value delivered. Every dollar spent on an initiative must be tracked to determine whether it was worth the investment.

If we were a project-based company, someone would tell me, right?

Projects are easier to qualify and quantify
A project-based business environment makes perfect sense to executives. Projects begin neat and orderly, with specific start and stop dates, projected cost and expected value. Not a bad way to present yourself to your customers – right? Leading organizations have also incorporated a structured delivery methodology into the project-based work to track everything related to it more closely. This environment helps companies better project a return-on-investment (ROI), which in today’s economy has become increasingly important to customers and clients purchasing products and services.

But very few projects go exactly according to plan, as unforeseen conditions, or changes by the customer impact the project or service to be delivered. Those organizations that have taken a project-based approach to work can more easily change the scope of what is to be delivered, as well as its cost and expected change in duration. Again, this gives executives greater comfort in the work being delivered and its value to both the organization delivering it and its customer.

Better tools are now available for customer and client facing organizations
Tools for small and midsized businesses can increase billable utilization, increase profitability per consultant, and increase customer satisfaction as projects are completed more frequently on-time and on-budget. Additionally, Professional Services Automation software increases employee satisfaction, as they better understand what is required of them and the value they must deliver. Companies also have greater financial governance, tracking all costs associated with project delivery and comparing them to the revenue generated.

Progressus – Built on Microsoft Dynamics 365 – is next-generation Professional Services Automation and ERP software, mobile-enabled and architected for the Microsoft cloud. Monitor the pulse of your projects, and work smarter. Bring all your data together and create personalized dashboards in seconds. Use predictive analysis to drive informed, data-driven decision making across projects.

Progressus provides all the capabilities needed to manage professional services and project-based businesses of any size – operating in any geography. Functionality spans all the important processes in your firm – resource management, project management, sales and marketing, and financial management – to give you unparalleled insight and control of all of your critical business functions. Built on the Microsoft Dynamics 365 platform, it is constructed for cloud and provides role-based clients optimized for any browser or mobile device.

Taking a project-based approach to work will provide executives, employees, customers and clients with greater visibility into work conducted, its cost, revenue, and ultimately value delivered. If you aren’t already using projects to manage your business, consider shifting today. Check out our upcoming webcast, 5 Reasons Project-Driven Firms Switch to Dynamics 365.

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Best regards,

Dave Drouin
EVP of Professional Services, SBS Group

About David Drouin

David is a graduate of Wharton School of Business with a B.S. in Accounting and Economics.  After graduation, he began a twenty year career in public accounting, including five years as a partner where he built a successful systems advisory practice and managed it as partner-in-charge.

David joined SBS Group in 2006 as the Executive VP of Finance before taking on his current role as Executive VP of Professional Services.Dave Drouin, Executive Vice President, Professional Services at SBS Group

In addition to his business and accounting background, David has strong technical skills which he has leveraged in helping hundreds of small businesses and large enterprises evaluate and implement ERP systems in his nearly thirty years in technology services sector.​

https://www.linkedin.com/in/daviddrouin

2017 Mid-Year Sales Tax Changes

Repost from Avalara

Dealing with change is standard operating procedure for many companies: employees leave and are hired; new products are introduced and old ones phased out; there are booms, and there are busts. On top of all that, companies need to account for sales and use tax changes. Significant changes in rates, regulations, and product taxability often take effect July 1, which is the start of a new fiscal year in all but a few states.

At the end of 2016, we shared many of the sales tax changes set to occur January 1, 2017. These included state sales tax rate changes in California and New Jersey, the expansion of sales tax to certain services in North Carolina, the prohibition of taxing more services in Missouri, and a bevy of recently enacted soda taxes and tampon tax exemptions. At mid-year, we’re seeing a few propositions that signify a dramatic shift in online sales tax revenue.

States want to collect more tax revenue from remote sales

Perhaps the most notable trend of 2017 is states’ push to obtain tax revenue from remote sales. This isn’t new. States have been working to tax out-of-state sellers for years, but their efforts have been hampered by Quill Corp. v. North Dakota, 504 U.S. 298 (1992) — the landmark Supreme Court ruling that a state can only tax businesses physically located within its borders.

In recent years, states have found creative ways to work around the physical presence precedent upheld by Quill. They’re taxing businesses with ties to in-state affiliates and those that generate a certain amount of business through links on in-state websites (commonly known as click-through nexus). Increasingly, they’re also taxing companies with a certain amount of economic activity in the state (economic nexus). Unfortunately for states in need of additional sales tax revenue, these affiliate, click-through, and economic nexus laws are difficult for states to enforce.

Therefore, many states are looking to different and more aggressive approaches. Two methods, in particular, have been gaining steam this year: use tax notification and reporting requirements, and taxes on online marketplace providers such as Amazon and eBay.

Use tax notification and reporting requirements

Colorado paved the way for states to impose use tax notification and reporting requirements on non-collecting out-of-state sellers. After spending years stuck in court, its policy takes effect July 1 — the same date a similar policy starts in Puerto Rico. Vermont recently passed one and made it effective retroactively, on January 1, 2017. Other states, including Pennsylvania and Texas, are considering use tax notification and reporting measures.

Sending annual reports of consumer purchase activity to consumers and state tax authorities is more work for remote retailers, and Colorado and the other states could be using their policies as a back-door approach to getting out-of-state companies to register and collect. Even if companies choose to not take that route, use tax reporting should help states increase their use tax collections.

sales tax

Taxing online marketplaces

Minnesota is the first state to enact a tax on marketplace providers. HF 1 will take effect at the earlier of July 1, 2019, or when the Supreme Court modifies its decision in Quill — though the effective date could change if Congress passes legislation allowing states to tax remote sales.

North Carolina, Texas, Washington, and a number of other states are also interested in taxing marketplace providers, and their efforts are likely to continue or resume as 2017 wanes. But not all agree it’s a good idea: New York lawmakers blocked Governor Andrew Cuomo’s attempt to tax them earlier this year.

Congress could tackle online sales tax

Federal lawmakers are much preoccupied with tax reform and repealing or revamping the Affordable Care Act. Allowing states to tax remote sales transactions, or definitively preventing them from doing so, seems to be low on their list of priorities. However, we’ve learned to expect the unexpected from Washington, so a federal solution to the problem of untaxed remote sales should not be entirely ruled out.

Two bills have been introduced that would authorize states to tax certain interstate sales: the Marketplace Fairness Act of 2017 and the Remote Transactions Parity Act of 2017.

A bill that would codify the physical presence standard set by Quill and further limit states’ ability to tax interstate sales has also been introduced: the No Representation Without Representation Act of 2017.

Other sales tax changes

Many of the trends seen at the start of the year are continuing as 2017 progresses. Florida has enacted a tampon tax exemption, Seattle a soda tax. Tennessee is lowering the state sales tax rate on food and food ingredients, there are calls to add a statewide sales tax in Alaska, and although he failed to achieve it this session, Governor Jim Justice has been pushing to raise the state sales tax rate in West Virginia. The taxation of services — including online music and movie streaming services — remains a hot and hotly contested topic. And, as always, a plethora of local sales tax rate changes take effect at the start of each new quarter.

Don’t be lulled into complacency during the dog days of summer: There’s a lot happening in the world of sales tax right now. Staying on top of these and other changes will allow you to prepare for them. Download Avalara’s 2017 Sales Tax Changes Mid-Year Update to learn more.

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[webcast] Five Reasons Project-Driven Firms Switch to Dynamics 365

I’ve been asked this question a hundred times in many different ways, but it all comes down to “Why should a project-driven company switch to Dynamics 365?”.  It sounds like a simple question, but the answer can be a little overwhelming.  Of course, that never stops me from venturing an answer.

How is it overwhelming? 

At the risk of sounding like a software sales guy (which I’m not), I’d have to say that the answer is dependent on who’s asking.  The overall value to a traditional professional services firm is different than other project-driven companies, like machinery manufacturers or specialty contractors.  Research companies, government contractors and communications providers all gain massive value in different ways, but all have one thing in common:  Their business success is directly tied to large projects.

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A picture is worth a thousand words.

If a picture is worth a thousand words, then a 45-minute webcast should be more than enough to get the point across.  Join me on August 25th, 2017 at 11:00 a.m. EST and I’ll do my best to provide an answer to this question.  I’ll be….

  • Sharing the top five reasons we see project-driven companies switching to Dynamics 365.
  • Introducing you to the products our clients utilize to enhance Dynamics 365 for project-driven companies
  • Drilling into contracts management, project management, revenue recognition and other topics critical to project-driven companies.

Who should attend?

This webcast isn’t for everyone, but it will be of value to just about anyone interested in learning what modern business management systems look like for project-driven companies.   IT leadership, services directors, sales directors and certainly owners and executives will all benefit.

Does size matter?  Yes, but we will be outlining multiple options for large or global enterprise firms as well as SMB firms with less than 250 employees.  Although the implementations for each are distinctly different, the core value and challenges are quite similar.

If your company is planning to upgrade any of their core systems – like ERP, PSA, CRM or even office productivity, you may find that this event holds value.  If you want to know more about the value of “the cloud” or mobile access, then definitely join.

I hope to see you online.  Registration is easy, just click here to RSVP then login to join me on August 25th at 11:00 am Eastern.

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Best regards,

Robbie Morrison
Chief Solution Strategist, SBS Group

About Robbie
Robbie Morrison has spent nearly 20 years helping customers build and deploy elegant technology and business solutions.  From start-ups to enterprise-class organizations worldwide, his knowledge of the Microsoft Dynamics ecosystem and products helps SBS Group customers maximize ROI on technology investRobbie-2017ments.

Today, Robbie serves SBS Group customers in his role as Chief Solution Strategist where he provides thought leadership and manages the development of B2B solutions.  Robbie received his MBA from the University of Georgia, Terry College of Business.
https://www.linkedin.com/in/robbiemorrison

New Video Release: AP Invoice Automation with Dynamics 365 for Finance and Operations (4 min 16 secs)

Research and common sense clearly demonstrate that more automation means better productivity. Analysts at Aberdeen have reported that highly automated organizations actively manage more than 90 percent of their spending. Contrast this with manual operations which have less than 25 percent of their spending under management. Beyond the impact on the productivity of the accounting function, invoice automation enables executives to make smarter decisions about their company’s costs and forecasts and gives the organization confidence that invoices are paid on time, recorded accurately, and never misplaced or duplicated. Bottom line, invoice automation can positively impact the organization from the front line to the C-suite.

With Microsoft Dynamics 365 Finance and Operations, Business Edition, there is no need to invest in complex or expensive integration to implement an invoice automation solution. You can have your paper documents converted to electronic invoices using an OCR (Optical Character Recognition) service, thereby avoiding tedious, error-prone and costly manual typing and leverage built-in process automation capabilities of Dynamics 365. Best of all, the OCR service (provided by Lexmark) is available as a subscription cloud service through the Microsoft AppSource and requires no installation or integration. Dynamics 365, of course, is also an on-demand subscription service available through Microsoft Cloud Solution providers like SBS Group.

Watch as a Dynamics 365 expert demonstrates the invoice automation capabilities of Dynamics 365 Finance and Operations, Business Edition.

SBS Group Recognized as 2017 Microsoft Dynamics 365 East Region Partner of the Year

Honored by Microsoft for sales achievement and innovation in Cloud solutions.

SBS Group, a leading information technology services and consulting firm, was awarded the 2017 Microsoft Dynamics 365 Partner of the Year in the East Region. The company was honored among a field of top Microsoft partners for demonstrating excellence in innovation and implementation of customer solutions based on Microsoft’s cloud technology.

“We are pleased to be recognized for our commitment to and innovation on Microsoft Dynamics 365,” said James R. Bowman, SBS Group’s President and CEO, “We were pioneers in the space, being among the first group of partners publishing solutions on Microsoft AppSource and launching the first online marketplace specializing in Dynamics 365. We plan to continue to invest and introduce more exciting, new solutions in the market.”

The Regional Partner of the Year Awards were announced last week during Microsoft’s Worldwide Partner Conference, Inspire 2017, in Washington, DC. The awards recognize the extraordinary contributions of Microsoft partners serving small, mid-market and enterprise commercial customers throughout the past fiscal year.

About SBS Group

SBS Group is a Microsoft Master VAR and Indirect Cloud Solutions Provider (CSP) specializing in Microsoft Dynamics solutions and services for companies of all sizes. With more than 3,000 active customers served by over 300 employees across 40 locations in North America, SBS Group is a recognized leader in cloud ERP, CRM, productivity and business intelligence solutions. We simplify the cloud experience and help our customers realize business value faster with SBS Group AXIO solutions for Dynamics 365 and our streamlined RightPath approach. SBS Group is headquartered in Edison, NJ and has been a recognized leader in Microsoft business solutions for over 30 years. http://www.sbsgroupusa.com.


To read the full release, click here.

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