TSI Newsletter – QuickBooks, Customer Experience, and Staying Sharp

Dan Feely — Fri, 11 Nov 2016 23:50:15 +0000

Outgrowing QuickBooks Software – Next Steps in Technology Strategy:

TSI is a management consulting firm that has led the charge on many technology strategy initiatives over our 20+ year lifespan. We are based out of the Chicagoland area, but we assist growth-oriented organizations across the country that may be now, or have already outgrown their current QuickBooks package or “starter system”… Read More

Mapping Your Customer Experience – Updated:

During our most recent newsletter we shared information about an Upcoming Customer Experience (CX) training workshop we are planning. In case you missed this, our intent is to provide you with tools and an approach to design an efficient, differentiated experience for your customers that creats an unfair advantage for your organization.

When you reflect on it, when was the last time that you detailed, mapped, illustrated or even described what your customers actually experience when they work with your organization? Is it an experience that is so amazing they are loyal, committed advocates and promote you by name?

Since TSI has been helping our clients in this area for years, our vision is to create a series of short, but effective in-person workshops that, in a highly interactive manner: 1. Help you envision what this “unfair advantage” can look like to create a contextual basis for your company 2. Teach you to map your current customer experience and analyze this using our CX analysis framework 3. Guide you to create your desired vision and decide how to implement it.

These will be the same tools and techniques that TSI consultants use on our projects in this area. We will be scheduling these workshops in Chicago very soon. If interested, provide your contact information and we will keep you informed when this is scheduled. Click Here

Staying Sharp:

TSI has several excellent sources of research and case studies:

Click here for the link to our Case Studies page, the most recent of which discusses a recent cloud ERP selection and 100 day implementation that TSI led on behalf of a Start-up Biotechnology company.

The post TSI Newsletter – QuickBooks, Customer Experience, and Staying Sharp appeared first on Transforming Solutions Inc..

Outgrowing QuickBooks Software – Next Steps in Technology Strategy

Dan Feely — Wed, 02 Nov 2016 14:32:59 +0000

At TSI, we do not sell software. Instead, we help companies like yours to:

1. Determine if QuickBooks is still running smoothly within your organization (we have clients with annual revenues of $80MM still using QuickBooks effectively, so a change may not be necessary);

2. And if you do need to change, we help companies like yours to:

Prioritize your functional requirements and select a software package that will enable your company to scale;
Implement the new system in a process-centric manner so you can focus on your day job.

Selecting, and then implementing the wrong system can bring an organization to its knees, and our goal is to ensure that this never happens with our clients.

Unlike nearly every other consulting company in the Chicagoland area, TSI is completely independent and we do not have a financial relationship with any software vendor. As a result, we have no conflicts of interest and we work exclusively for our clients.

For more information on TSI’s technology assessment expertise, click here – https://transforming.com/corporate-and-higher-education-transformation-consulting/technology-assessment/

You can request more information about our service offerings by emailing us at tsi@transforming.com. To speak with Dan Feely, TSI’s Managing Partner, you can reach him at 847-705-0960 x202, or via email at dfeely@transforming.com.