S4 EP04 - Process Improvement with Banking with Kerry Peters & Cynthia Priebe
Play • 13 min

It's money coming in and money going out. Let's talk about banking and how organizations handle automation. 

In this episode, we sit with NVS consultant Cynthia Priebe to share her specific expertise in helping clients with accounting automation, finance functions, documentation, and deep knowledge of all things Microsoft Dynamics 365 Business Central/NAV.

Essential points covered in this episode:

✔️ Granite Award winner Cynthia Priebe shares that there's no absolute hold of all knowledge. Teaching and consulting from years of experience in solving tough problems with BC/NAV, she cites the importance of always being open to asking questions and taking every problem as a continuous learning process.

✔️ Empower your teams by getting them the right information and guidance to maximize your BC/NAV system. Often, there are small tips and hacks that not many know exist or know how to use that can make the biggest improvement in your daily operations.

✔️ How automated should you be? When we talk about bank reconciliation with the BC/NAV ecosystem, users can have different ideas of how effective and at what level of automation they already are. 

✔️ Priebe shares the features for Auto Match and how its features work when using deposits. It doesn't have that extreme time savings if you have each check you've received as an individual line, yet it makes for efficient bank reconciliation. 

✔️ Knowing we don't know everything, the best way is to learn more. This can not be more true in terms of always looking to upgrade your organization's BC/NAV training. Having improvements in place while using the software requires coming in and understanding how to expand what is already being done to become even more automated. 

✔️ We have proven that staying curious, learning how to observe, and not being afraid to ask again and again allows us as consultants to ensure that BC/NAV users learn and retain as many features as possible. Not taking everything at face value is a crucial part of the consulting process we bring when discussing business process improvement.

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 – 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. 

✅ 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/

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