Operations

The ability to automatically create records in Dynamics 365/CRM based on an email received has been possible for quite some time.  In most instances, without the use of a custom workflow activity or plugin, the processing of the content of the email is limited to the To, From, Subject and Body, where the email Body […]

In the interest of reducing cost and liability, financial services companies have started withdrawing from the advice market and are requiring non-high net worth individuals to bear responsibility for their own financial decisions. This trend is similar to a trend in healthcare called “patient empowerment,” where doctors no longer make a recommendation for a course […]

Open-Source Cloudbees Jenkins is at the center of many DevOps deployments, providing support for Continuous Integration and Deployment processes end-to-end. With so many data points at play in DevOps, CloudBees recently launched CloudBees DevOptics, an analytics application to aggregate data from software development pipelines as it moves through a Jenkins server. The tool will identify […]

Recently I worked with a client on comparing the ClickDimensions email editors in Dynamics 365. The client wanted to choose one email editor to implement and edit their custom email template. ClickDimensions offers four email editors and each email editor provides a different user experience. The client was concerned with preserving the email template styles […]

In simplest terms, blockchain is a technology that enables value to be transferred using only software; that is, without the need for trusted intermediaries. It is a record-keeping system where transactions are executed, validated, and recorded publicly. Let’s break down blockchain: 1. Blockchain is the technology behind bitcoin, the electronic currency. It is not the […]

We’re all intrigued by rankings and flock to them for good reason. When it comes to ranking companies by market capitalization, you can assume that the named companies are leaders in their own right. They never stop innovating. They never stop changing. They never stop investing in their business. These are companies that we can […]

CA World kicked off for partners today with a half-day summit outlining the current state of CA Technologies’ partner program and a future look at the roadmap. CA executives across the board presented to the crowded room of Focus partners – those specially appointed by CA for their sales and delivery capabilities. As part of […]

We are pleased to announce the release of Rise 2.4 for customer availability. Rise 2.4 provides numerous enhancements and features designed to enable customers to provide a modern intranet and portal experience for Office 365 and SharePoint. Here are some of the highlights. Enterprise Speed and Reliability With Rise 2.4, we are able to deliver […]

Clients are more empowered than ever to make their own informed decisions, which has led to a dramatic shift in their expectations of financial services companies. Clients expect to be provided with the kind of personalized advice, support, and tools they used to only get from their financial advisors. While offering choices is an important […]

According to research firm Gartner, IT spending will total $86.4 billion by the end of this year, with much of the investment going into initiatives including DevOps. Organizations who leverage tools within the DevOps toolchain including Sonatype, CloudBees, Chef, Ansible, Amazon Web Services, and Pivotal experience positive business outcomes, from money saved to easier collaboration […]

Financial services institutions have several options when it comes to improving the decision-making process for investors. Reduce options Probably the least-attractive idea for many providers is the notion of limiting the number of options available to clients. Though there are many examples in the manufacturing industry where decreasing the total number of different products in […]

With the popularity of Oracle Planning and Budgeting Cloud Service (PBCS) and Enterprise Planning and Budgeting Cloud Service (EPBCS), we have seen an increase in the number of rather complex deployments. Often, the complex deployments require substantially more data to be loaded into the application resulting in a larger application. Recently, we encountered some very […]