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S8 EP1: Designing Role Centers as a Phase 2 Project in Business Central with Kim Congleton

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Manage episode 364138612 series 2827792
Content provided by Kerry Peters. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kerry Peters or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 ๐—š๐—ฒ๐˜ ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ก๐—ฒ๐˜„ ๐—ฉ๐—ถ๐—ฒ๐˜„ โ€” Designing Role Centers as a Phase 2 Project in Business Central โ–ถ

โœ” 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.

โœ” 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.

โœ” 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 info@getyournewview.com.

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 โ€˜Tell Meโ€™

[00:04:28] Preparing for Phase 2

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

---------------

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 โ€“ 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.

โœ… 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

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 364138612 series 2827792
Content provided by Kerry Peters. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kerry Peters or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 ๐—š๐—ฒ๐˜ ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ก๐—ฒ๐˜„ ๐—ฉ๐—ถ๐—ฒ๐˜„ โ€” Designing Role Centers as a Phase 2 Project in Business Central โ–ถ

โœ” 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.

โœ” 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.

โœ” 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 info@getyournewview.com.

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 โ€˜Tell Meโ€™

[00:04:28] Preparing for Phase 2

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

---------------

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 โ€“ 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.

โœ… 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

  continue reading

100 episodes

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