by Mark | Mar 20, 2021 | Automation, Processes
Automation to the rescue—with AccountMate’s TaxJar Integration Module! Have you ever gotten a notice from a random city or county stating that you owe them sales tax plus penalties—and then you discovered it’s related to a sale you made many months ago and you...
by Mark | Dec 10, 2020 | Optimization, Processes
If you have too many product returns, focus on quality control We work with distributors, manufacturers and professional field services companies that experience two key problems that lead to excessive returns from their customers: Shipping defective or damaged...
by Mark | Apr 24, 2020 | Optimization, Processes
Possibly the highest return on investment you can receive We all invest in software for the large benefits of improved efficiency, accuracy, convenience, quality of life, scalability, communication and more. Yet reliance on technology comes with some unavoidable risk,...
by Mark | Aug 18, 2019 | Processes
Ethical companies are responsive to their customers and kind to their employees We are much more attracted to ethical vs. unethical behavior and that goes for employees, vendors, and customers. If you’re looking for more security and opportunity, check out...
by Mark | Mar 24, 2019 | Processes, Workflows
Find the sweet spot Combine your knowledge of your business, our expertise in business processes, and automation Most business owners have ideas for modifying their company’s software to solve a problem, or plugging in a new module to add more capability. But...
by Mark | Mar 10, 2019 | Processes
Set your goals by asking questions in reverse order Be sure to ask these FIRST What would make your workflow really flow?What would be the ideal day for your people?How would you make your business better? Ask this SECOND How can we automate things with technology?...
by Mark | Nov 18, 2018 | Processes
Use technology to be awake and responsive to your customers and associates Imagine this: Suppose you’re a wholesale distributor’s customer and you were mistakenly shipped a wrong component in a kitted order. They’re rushing to assemble your...
by Mark | Oct 29, 2018 | Automation, Processes
The back office is where many workflow logjams and inefficiencies become apparent Cumbersome processes and workarounds from around your organization often become most visible in the back office, because accounting is where transactions from around the company must...
by Mark | Oct 28, 2018 | Processes, Workflows
Has your workflow lost that well-oiled-machine feeling? Even smart, innovative managers who are always pushing to make their companies better can get stuck sometimes. Generally, managers already know where their problem is. Maybe their customer billing has repeatedly...
