Get Your New View Podcast
Kerry Peters
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Welcome to the Get Your New View podcast, the go-to source for actionable training and process efficiency in Microsoft Dynamics, NAV, and Microsoft Dynamics 365 Business Central with your host Kerry Peters. She is a recognized thought leader in the Microsoft Dynamics community and a Microsoft MVP for business applications.
Available episodes
Newest first
Oldest first
Nov 7, 2023
S8 EP24: Advanced Reporting / Power BI
Ever wondered why businesses often delay the integration of advanced reporting tools like Power BI? Turns out, navigating the myriad of reporting requirements and tools can be overwhelming.
Yet, the need is real. Companies are drowning in data, manually stitching together reports from various systems. Often, these reports consume hours of work and don’t even align with the true needs of the business.
Shifting from manual 2-hour report preparations to a few clicks on a Power BI dashboard is a game-changer. Also, the potential time savings and self-service features empower teams like never before.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Advanced Reporting / Power BI with Kerry Peters and Shawn Sissenwein ▶ [insert link]
[00:00:20] Introduction
[00:00:20] The challenges companies face with numerous reporting needs during system implementation.
[00:00:47] The feasibility of reintroducing advanced reporting.
[00:01:26] Common misconceptions about advanced reporting.
[00:03:15] The significance of anticipating user needs in data reporting fields.
[00:04:00] The benefits of investing in Power BI or advanced reporting over traditional methods.
[00:05:36] Essential preparatory steps for companies embarking on an advanced reporting project.
[00:07:03] Promoting self-service through user training in data reporting.
#NewViewStrategies #BusinessCentral #ProcessImprovement #LandedCosts #Logistics
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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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Oct 31, 2023
S8 EP23: Change Management
Ever wondered why companies postpone Electronic Data Interchange (EDI) implementation until Phase 2?
It's not just about timing, but also about understanding the flow and intricacies of EDI. Moreover, implementation does not solely rely on understanding EDI but also on ensuring that data, especially item numbers, is meticulously prepared ahead of time.
Many businesses falter here, leading to testing challenges.
By sharing expertise and focusing on educating clients about the EDI process, New View Strategies helps bridge the knowledge gap and streamline the transition.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Change Management with Kerry Peters and Shawn Sissenwein ▶ https://youtu.be/9TLdLXCoKco
[00:00:00] Introduction
[00:00:20] Timing challenges of testing with trading partners during blackout periods.
[00:00:47] How feasible it is to implement post-launch adjustments.
[00:01:29] Key things companies should understand about EDI and Business Central.
[00:02:21] Breaking down the jargon of EDI documents into real-world terms.
[00:03:39] The significance of understanding EDI processes and their requirements.
[00:04:16] Preparatory measures companies can take before initiating an EDI project.
#NewViewStrategies #BusinessCentral #ProcessImprovement #Training
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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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Oct 24, 2023
S8 EP22: Barcoding and Scanners
Have you ever wondered why businesses frequently postpone barcoding and scanning to Phase 2? It's an intriguing topic and certainly one that stirs my curiosity.
Simple mistakes, like picking the wrong item from a shelf, can be substantially minimized with barcoding and validation during both the receiving and shipping processes.
Barcoding and scanning, when done right, can revolutionize warehouse operations, bringing about efficiency, accuracy, and peace of mind.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Barcoding and Scanners with Kerry Peters and Shawn Sissenwein ▶ https://youtu.be/3P2CTm1KZXw
[00:00:00] Introduction to barcoding and scanning.
[00:00:20] The common reasons companies delay barcoding.
[00:01:26] The underestimated benefits of barcoding in reducing warehouse mistakes.
[00:02:15] A transformative journey from a vast to a zoned and labeled barcoding.
[00:04:28] Preparations and considerations for a barcoding transition.
[00:05:25] The expert-driven approach to ensuring a smooth barcoding implementation.
#NewViewStrategies #BusinessCentral #ProcessImprovement #Training
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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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Oct 17, 2023
S8 EP21: Warehousing / Advanced Warehousing
Ever wondered why companies frequently delay implementing advanced warehousing until Phase 2? This burning query is one I've grappled with repeatedly, especially when understanding the intricate dynamics of warehousing.
Remarkably, many organizations only look into advanced warehousing after their initial setup, often due to challenges in aligning business processes with the new system. Such delays, while sometimes strategic, can sometimes amplify operational hiccups.
This episode features an in-depth discussion with Shawn Sissenwein, a seasoned consultant at New View Strategies. Shawn sheds light on the nuances of transitioning from traditional to advanced warehousing, the pivotal role of cross-docking in today's fast-paced supply chains, and real-world success stories.
WATCH 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Warehousing / Advanced Warehousing
with Kerry Peters ▶
[00:00:00] Introduction to the topic of advanced warehousing as a Phase Two project.
[00:00:38] Challenges of incorporating advanced warehousing after the initial implementation.
[00:02:01] The philosophy of taking a gradual approach in warehousing transitions.
[00:02:25] The growing importance and benefits of cross-docking in advanced warehousing.
[00:03:34] Real-life experiences with companies implementing advanced warehousing.
[00:04:37] The primary benefits of advanced warehousing.
[00:06:07] The significance of system efficiencies in warehousing processes.
#NewViewStrategies #BusinessCentral #ProcessImprovement #BusinessProcessEvaluation
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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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Oct 10, 2023
S8 EP20: Landed Costs
Often, companies hesitate to leverage Landed Costs until they reach a Phase 2 project because, quite frankly, many of them aren't even familiar with the concept.
In simpler terms, Landed Costs allow you to consider not only the initial price of a product or unit but also all the extra expenses associated with getting that item delivered to your receiving dock. It encompasses all the little costs that add up in the process.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Landed Costs with Kerry Peters and Cynthia Priebe ▶
[00:00:00] Introduction
[00:00:13] Why do companies put off using Landed Costs until a Phase 2 project?
[00:02:28] Two major ways Business Central handles Landed Costs
[00:05:56] Get a truer picture of each item's profit and know if you're compensating salespeople on that profit
[00:07:50] Landed costs is not just an accounts payable thing or an invoicing thing
[00:09:07] Favorite customer story
[00:12:14] How to prepare to put Landed Costs into place
#NewViewStrategies #BusinessCentral #ProcessImprovement #LandedCosts #Logistics
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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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Oct 3, 2023
S8 EP19: Business Process Evaluation
Imagine the amount of pain you can eliminate within your organization if things were running more efficiently with your ERP system.
How can you get even more out of this incredible investment you've made?
We are here to assist you every step of the way. Our team regularly conducts business process assessments with our customers to identify areas where improvements can be made for maximum benefit to your company.
Depending on the size of your company, we can complete this assessment in just 2 to 5 days, and you'll receive comprehensive results along with a detailed action plan in less than a month!
It’s time to eliminate the need for external spreadsheets and workarounds – make the most of the ERP system you've invested in today!
WATCH 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Business Process Evaluation
with Kerry Peters ▶
[00:00:00] Introduction: Business Process Evaluation as a Phase 2 project
[00:00:49] Three points when companies get this done
[00:01:30] Internal politics getting in the way of process efficiency? Get outside consultancy
[00:03:03] Favorite customer story
[00:04:53] Depending on the size of your company, have a complete assessment in just 2 to 5 days, and a detailed action plan in less than a month!
#NewViewStrategies #BusinessCentral #ProcessImprovement #BusinessProcessEvaluation
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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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Sep 26, 2023
S8 EP18: Training
Ever wondered why companies delay training till Phase 2? Honestly, this is a vexing question (and a frustrating one!) for me too.
Unfortunately, these three things: training, testing, and reporting are often the first budget items to be chopped when implementing an Enterprise Resource Planning (ERP) system.
This is usually due to constraints in the overall project budget or time frame. Such decisions often have considerably severe repercussions.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Training with Kerry Peters ▶
[00:00:00] Introduction: Training
[00:00:34] Four theories on how training should be done with the software go-live
[00:01:40] Why the train-the-trainer approach is not the best strategy
[00:04:20] The power of refresher training
[00:05:04] Companies who wait after go-live to do training are often operating from a point of pain
[00:06:00] Implementers VS Trainers
#NewViewStrategies #BusinessCentral #ProcessImprovement #Training
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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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Sep 19, 2023
S8 EP17: Inventory Reconciliation
If you decided to tackle inventory reconciliation in Phase 2, it probably means that you weren't doing it before go-live. That's all right - the important thing is that you've realized it needs to be addressed, which is great!
Putting it into place after going live might be a little tricky, but don't worry. This is more of an accounting than a system challenge. Don't stress out. That just means we'll need to figure out and solve the root of the problem first. It'll be a bit more work, but we can definitely handle it!
WATCH Inventory Reconciliation with Kerry Peters ▶
[00:00:00] Introduction: Inventory Reconciliation
[00:01:25] Monthly reconciliation of inventory and sub-ledgers is a super important part of accounting
[00:01:42] Understanding Business Central’s inventory tools
[00:03:10] How to prepare for Phase 2
[00:03:25] Looking at the evidence and providing solutions
#NewViewStrategies #BusinessCentral #InventoryReconciliation
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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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Sep 12, 2023
S8 EP16: Fixed Assets
In today's new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 podcast, our conversation revolves around the Fixed Assets. You might wonder why companies tend to procrastinate the implementation of fixed assets until phase two, right?
Truth be told, numerous businesses manage their fixed assets using spreadsheet tools or other exclusive fixed asset software, instead of taking advantage of their ERP system. Most people think that it's easy to do this, but using fixed assets in your fully integrated ERP system can make it even easier.
Now, let's dive into some aspects of fixed assets in Business Central that might surprise you.
WATCH Fixed Assets with Kerry Peters ▶
[00:00:00] Introduction: Fixed Assets
[00:00:54] Business Central's fixed asset capability is robust; maximize that
[00:01:52] Fixed assets can be completely synced with your purchasing area
[00:02:55] Customer story: saving time and struggles by setting up fixed assets early
[00:03:44] What to prepare before implementing Fixed Assets as a Phase 2 project
#NewViewStrategies #BusinessCentral #FixedAssets
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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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Sep 5, 2023
S8 EP15: CRM/ Relationship Management
We use Business Central at New View daily and constantly find new ways to innovate with this amazing tool.
My favorite success story revolves around us. Sound surprising? Here's why: For a while, we weren't using Business Central as a tool for our sales processes. And guess what? We experienced the same issues our customers frequently reported to us.
We had multiple lists of leads, systems that were not integrated, and no system of record that told the truth about our sales process. And we spent a lot of manual time getting from sales to invoicing. We finally decided to "drink our own champagne" and truly loved the result.
We have become so much more efficient and comfortable with our data, but we also understand our customers' needs better, especially when it comes to relationship management.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — CRM/ Relationship Management with Kerry Peters ▶
[00:00:00] Introduction: CRM or relationship management
[00:01:10] My favorite customer story
[00:01:52] 3 things to think about if you're preparing to work on a project like this
[00:02:49] Practice and understand how to use the system
[00:03:40] Why traditional and more expensive CRM systems fail to follow through with their implementations
#NewViewStrategies #BusinessCentral #CRM #RelationshipManagement
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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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Aug 29, 2023
S8 EP14: Data Warehouse
What reports do you absolutely need?
Companies transitioning from a different system into BC/NAV have built many impressive reports with Excel already, but we all know maintaining them can be a bit tricky, not to mention it can bog down the system.
The magic is, you can build a single, comprehensive report within that data warehouse. This report will present you with a complete view of the data you need.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Data Warehouse
with Kerry Peters and Kim Congleton ▶
[00:00:00] Introduction
[00:00:15] Data warehouse defined
[00:01:17] The conversation that often goes overlooked - what happens with the data from the old system?
[00:02:08] The ease of putting a data warehouse in place after go-live
[00:03:03] Favorite customer story
[00:04:37] The primary benefits of using a data warehouse
[00:07:00] Analyzing reports before project implementation
[00:08:13] Implementation in Phase 2 with…
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Aug 22, 2023
S8 EP13: Fixing MRP and Production Planning
Implementing Detailed Production Planning including MRP in Business Central as a second phase project isn't that hard. However, it's like managing its own mini-project. Now, I won't pretend it's a walk in the park. There's a lot going on; there are setups and parameters to deal with, not to mention an array of moving parts. It's crucial that you understand each piece and thoroughly test them.
Bear in mind that while this can be quite work-intensive, what’s needed is a serious commitment and an effective team to get it up and running smoothly. But once it's operating correctly, it runs like a dream.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Fixing MRP and Production Planning ▶
[00:00:00] Introduction: MRP and Production Planning
[00:00:35] Questioning the numbers
[00:01:26] Is it difficult to put this in place after go-live?
[00:02:39] What companies don't know about MRP and production planning that they should
[00:03:53…
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Aug 15, 2023
S8 EP12: Budgets
The biggest advantage of the Business Central system is its centralization, and this includes budgets, too.
Here at New View, we don't just understand your financial reporting needs, we're experts in it. Let our real-world experience using this software guide you through the process.
A major feature in financial reporting and budgeting is the ability to make a report that shows not just your Month-to-date and Year-to-date performance but also the total annual budget and the remaining budget with just a few extra columns.
This is a huge game-changer that not many are maximizing.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Budgets
[00:00:00] Introduction: Phase 2 Project: Budgets
[00:01:26] The primary benefits of using Budgets inside Business Central
[00:02:40] Amazing customer story
[00:03:54] Empowering teams to use financial reporting and proper filtering so they can view the data live in their system
[00:05:21] Best feat…
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Aug 8, 2023
S8 EP11: Dimensions
Do you maximize Dimensions as a tool in your BC system?
It can significantly cut down the complexity of your chart of accounts.
For those with segmented charts of accounts, Dimensions are a game-changer as they can help you focus on areas where there's a lot of breakdown for one account, like revenue or sales. So, think of dimensions as your little guardians guiding you through the world of accounting. Get the most out of them and simplify your life!
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶
✔ Dimensions add a whole new aspect to your filtering capabilities in the BC system. So what are Dimensions exactly? I like to look at them as data tags that you attach to your posted transactions. It's actually pretty straightforward. These data tags accompany each and every transaction that gets posted into the system.
✔ Reducing complexity in your chart of accounts will lead to efficiency within your accounting department. Your tea…
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Aug 1, 2023
S8 EP10: Financial Reporting
Why do companies defer financial reporting to Phase 2 in their ERP system?
💁🏼 Often they have the notion that they can do financials out of the box and are ready to go without their need to participate.
💁🏼 They believe that it's no big deal to accomplish this task at a later period and usually don't consider it a primary task for the system go-live.
💁🏼 There are many instances wherein no one within the team has adequate financial expertise, or the individual with the required skill set mainly uses Excel. Such folks might be planning to stick to Excel until they can spare the time to familiarize themselves with the new tool provided by Business Central.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Financial Reporting ▶
✔ Putting financial reporting in your ERP system before go-live is just as challenging as after.
Integrating financial reporting BEFORE or AFTER the go-live holds an equal level of complexity…
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Jul 26, 2023
S8 EP9: Paperless Accounts Payable
Pondering over how to make the accounts payable process faster and more efficient? It's common for companies to push this problem to Phase Two. Simply because, from their perspective, it seems like there are massive issues that need solving that require a lot of time and effort.
Just think about it. The invoices come in, perhaps via email or postal mail. They are printed out, someone gives the green light for payment and jots it down on the documents. And then, voilà, they have these gigantic filing cabinets stocked with paper invoices.
There are a handful of reasons why going paperless could be a revolutionary step for your business. Let's dive deeper into the benefits of ditching those paper invoices.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Paperless Accounts Payable ▶
✔ Going paperless doesn't have to be difficult at all.
Speaking to businesses and reassuring them is one element of our job at New View that we truly…
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Jul 18, 2023
S8 EP8: Reminders with Cari Corozza
Many firms and companies are not familiar with Reminders or, even if they've encountered them in their software, they may not realize how beneficial they are. Truth be told – Reminders are among the most underleveraged financial tools we have in Business Central.
WATCH: Reminders ▶
✔ Reminders are better than customer statements.
One major advantage of Reminders is their ability to incorporate various levels. (This is unlike Statements, where we traditionally send one format enlisting everything.) This flexibility with varied messaging styles is an exciting feature, a novelty that is unfortunately absent in the case of statements.
✔ Implementing Reminders with Business Central
Receiving a Customer Reminder definitely catches the eye that's why we strongly teach companies to use this incredibly effective approach.
This doesn't have to be complicated. Thanks to the reminder templates that come with Business Central, you can quickly assign those reminder terms to the custome…
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Jul 11, 2023
S8 EP7: Email Functionality with Cari Corozza
Kerry Peters is joined by Cari Corozza to talk about what’s holding back organizations from setting up email functionality, what this feature looks like and how it works, how much of your workload it lessens, and the steps that you can take to prepare for this project.
Essential points covered in this episode:
✔️ Email functionality is easy to set up. You just need to make that choice! This feature allows you to have the documents emailed from Business Central from a shared inbox. Ensure your organization has a plan before starting the setup.
✔️ Get rid of all those steps and save time! No more tracker spreadsheets, invoice printing, and manual searching of contacts. Business Central enables you to set up a consistent email message and send it all in just one click.
✔️ Do these to prepare your organization for this project. Be clear on who will monitor your shared inbox. Double-check that you’re using your company’s internal email address when sending out invoices…
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Jul 5, 2023
S8 EP6: Permissions with Cynthia Priebe
Kerry Peters is joined by Cynthia Priebe to discuss why organizations put off setting up permissions and security until phase two, practical tips to make the implementation process easier, the benefits of getting it done, and a shocking customer story that will encourage you to get started.
Essential points covered in this episode:
✔️ The entire enterprise needs to be involved. Whether it’s phase one or phase two, permissions and security are everyone’s responsibility and should be a top-down effort.
✔️ Create ownership by giving tasks to each department. This not only makes the workload for your project reasonable but also minimizes the pains of issues caused by certain people not having permission to do what they need to do.
✔️ Permission sets and their structure is the core. Microsoft deprecates user groups and allows you to decide which sets get assigned to certain users or groups of users.
✔️ Setting up permissions helps monitor sensitive information. Wit…
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Jun 27, 2023
S8 EP5: Workflow Approvals/Notifications with Cynthia Priebe
In this episode, Cynthie Priebe talks about using Business Central for workflow approvals and notifications, its overall benefits for your organization, and why you need to reconsider your company’s approval process now.
Essential points covered in this episode:
✔️ Having only one place to look saves time. Eliminate manually writing emails, physical folders, and uncategorized back-and-forths waiting for approvals. It only takes one notification on Business Central to get the process moving.
✔️ An efficient workflow approval system positively impacts work performance. Instead of spending half an hour on every purchase order, one employee improved in vendor negotiation. No more printing spreadsheets. Approvals and reports are sent with a click.
✔️ Don’t be afraid to go paperless. Evaluate your organization’s current process and see how much it’s costing you. Not only does this simplify systems for hybrid and remote workplaces, but you also remove the spending on p…
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Jun 20, 2023
S8 EP4: Fixing Bad Data with Kerry Peters
Kerry Peters talks about why companies postpone fixing bad data until phase two, the common data errors in workflows, the benefits of cleaning up and having correct data, and two actionable steps that organizations can start doing now.
Essential points covered in this episode:
✔️ Bad data is not impossible to correct. With Business Central, you can fix these four common mistakes:
*
Wrong base unit of measure for inventory
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Wrong inventory costing method
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Incorrectly mapped posting groups
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Inaccurate dimensions
✔️ Having correct data is good for customers and teams. Duplicate records, data with wrong links, and missing data can create so much confusion and trouble. We want to have a reliable database, and having zero errors is possible with the right configurations.
✔️ Having correct data saves time. Any time you have a data error, you would need to spend time troubleshooting and finding other damages. You may have also increased IT tickets and caused del…
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Jun 13, 2023
S8 EP3: EFT/ACH Payments with Cynthia Priebe
In this episode, Cynthie Priebe talks about EFT/ACH payments, tips on how your company can go paperless, how Business Central can simplify the payment process, and why it’s a lot easier than printing physical checks.
Essential points covered in this episode:
✔️ Have a strong relationship with your bank. This ensures less delay when incorporating Business Central into your EFT system. One contact person ensures your files meet the bank’s standards.
✔️ EFT payments are made easier in Business Central. Even non-experts and non-developers can make tweaks to the simplified system.
✔️ Seamless EFT payments positively affect the organization. It’s not just an accounts payable thing. Convince higher-ups to make the paperless switch by considering the overall health of the company.
✔️ Once you get started, it becomes easier. Incorporating Business Central is quicker than you think! Prepare a form to send out to your vendors, asking them for their information.
When it…
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Jun 6, 2023
S8 EP2: Bank Reconciliation with Cari Corozza
In this episode, Cari Corozza discusses how companies can use Business Central for bank reconciliations, the common problems it can address, and what you need to know before incorporating it into your business.
Essential points covered in this episode:
✔️ Have the right bank transaction format. This allows you to do the assisted setup to import bank transactions, which can be done in as quick as 30 seconds.
✔️ Don’t dump things in Excel! You don’t have to go through every transaction line by line. With a CSV format of your data, the assisted setup wizard and auto-match feature of Business Central can make things easier.
✔️ Record transactions in the same way your bank does it. Be it a 1-on-1 or a many-to-many payment, this adjustment creates a seamless data presentation.
✔️ Save time and effort. Using Business Central for your bank reconciliations eliminates manual matching. See all your data organized in one place!
✔️ Know your approach. Before making tha…
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May 23, 2023
S8 EP1: Designing Role Centers as a Phase 2 Project in Business Central with Kim Congleton
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 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Designing Role Centers as a Phase 2 Project in Business Central ▶
✔ 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.
✔ 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.…
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May 2, 2023
S7 EP7: What are the Next Steps after a Business Process Assessment?
You've received the recommendation report and are excited to start implementing changes. The next challenge is balancing regular workloads with additional tasks, which is why additional support will be needed to assist your team in achieving company goals.
We are here to help you out. We will guide you through the results and recommendation report and help you assess how much time it will take to achieve your objectives.
WATCH: What Are The Next Steps After A Business Process Assessment? ▶
✔ Addressing inefficiencies presents an opportunity to accomplish more within a short period. Accelerating improvements to your company guarantees faster savings and unlocks new possibilities you can explore with that freed-up time and money.
✔ It's crucial to gauge if your company can withstand change, implement recommendations after assessment, and, more importantly, how to carry them out without interrupting your team's regular duties.
✔ There's nothing more impressive than being able…
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Apr 25, 2023
S7 EP6: The ROI of Business Process Assessments
An assessment has numerous benefits that you cannot afford to miss. First, it guarantees quick wins. Our team will highlight easy changes that you can implement right away for immediate improvement in your operations. We take pride in witnessing the "aha" moment when you realize that a small tweak can make a big difference in your productivity.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — The ROI of Business Process Assessments ▶
✔ With our assessment, you can expect to see immediate benefits.
We will identify quick wins during our initial meeting with you and highlight any easy changes you could implement immediately, even before the recommendation report is written. You'd be amazed how suggesting a simple solution dramatically improves your work.
✔ Join me in this exercise and evaluate the cost and efficiency of your company's endeavors.
Let's factor in the average hourly wage of hardworking employees and calculate the t…
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Apr 18, 2023
S7 EP5: What is the End Result of a Business Process Assessment?
Many companies have faced the challenge you're currently facing. But fear not; our experts are ready to share successful practices they've witnessed in other organizations. Our consultants are seasoned professionals who have not only worked with this software but also gained extensive experience across various industries. We incorporate this broad knowledge into our evaluation of your company with one singular goal in mind: to help you achieve gold standard quality in your processes.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — What Is the End Result of a Business Process Assessment? ▶
✔ The best and worst part of the assessment process is learning just how many recommendations there are.
When you receive the comprehensive report from our assessment, you'll discover an abundance of recommendations tailored specifically to each functional area of your system. Our clients typically receive well over 100 recommendations, which th…
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Apr 11, 2023
S7 EP4: How Much Time Does My Team Need to Participate in a Business Process Assessment?
To conduct a successful assessment process, selecting the right individuals who possess the necessary qualities to contribute effectively is crucial.
Although some may believe involving all functional area team members in the process is the way to go, it is far from efficient.
In fact, reaching a decision with too many opinions thrown into the mix can take time and effort. The fewer people involved, the easier it is to make decisions.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — How Much Time Does My Team Need to Participate in a Business Process Assessment? ▶
✔ We advocate for companies to select a core team at the beginning of a business process assessment.
These individuals should be chosen based on their valuable qualities, such as open-mindedness and willingness to adapt to change. Investing time in selecting the best candidates for the assessment team will lead to a more effective and efficient process, resulti…
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Mar 28, 2023
S7 EP3: What Happens During a Business Process Assessment?
At a recent assessment we were facilitating for a company, the new CFO came to the meeting ready to shoot down the proposal because they needed to move quickly with change. He'd worked with other companies who had done process reviews, and he knew that he'd have to prepare a lot of documentation, do business process mapping and flowcharts, and estimated that it would take them about a month just to be ready to meet with us.
Imagine his surprise when we told him that that would not be necessary. We explained to the new CFO that we would have them do simple homework in preparation for our visit.
Like that CFO, are you adamant about pursuing a process review for your organization, thinking you'll waste too many resources and time?
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — What Happens During A Business Process Assessment? ▶
✔ By focusing on pain areas, we don't need to boil the ocean to find what's wrong with a company's…
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Mar 21, 2023
S7 EP2: When is a Good Time to Have a Business Process Assessment?
Assessments are powerful tools for streamlining processes and serve as a gauge to create, if not capture opportunities for growth and prepare our companies for the future.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — When is a Good Time to Have a Business Process Assessment? ▶
✔ Companies change almost completely every five years.
It's always beneficial to assess your business after a period of growth—and not just when the company is experiencing painful challenges and inefficient processes.
✔ If your ERP system is efficient, you should be able to do more work with fewer people.
Assess how many people you have had to employ to keep up with the changes implemented in your ERP system. To achieve efficiency with the outcomes, you should be able to do more work with the same number of team members or less. The system should be doing the work instead of your people doing the work.
✔ Effective ERP processes are efficient, a…
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Mar 14, 2023
S7 EP1: Does Your Company Need a Business Process Assessment? 9 Ways to Know How
Over the years, we learned that every company had key processes they could improve and were aware of the need for change, but they couldn't.
Everyone was so busy with the daily grind for them to take the necessary action.
With more than ample experience and expertise in this area, we developed a business assessment process that allows our customers to find over 100 ways to enhance their operations with ease.
With our help, you can maximize your business operations, optimize your ERP investment and unlock better success.
✔ Companies invest time and money in their software and only use 20% or less of the system.
Maximizing efficiency is the key to success for any company. Yet, many companies utilizing ERP systems barely scratch the surface and use the minimum of their system's capabilities. Unfortunately, many businesses are not sure how to automate or lack the resources to make it happen.
✔ An efficient system massively reduces the level of errors.
This is an impor…
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Jan 31, 2023
S6 EP4: Effective EDI Implementation for Your Organization with Shawn Sissenwein
Welcome to the final leg of our EDI Series! We've covered the different documents in the sales cycle, and it's time to discuss the best tips to ensure a successful implementation, putting all of these various documents and requirements in place with your system.
✔ Having a competent project manager is crucial to ensure your EDI initiatives are conducted as smoothly as possible. The key person will keep track of documents, maintain an organized system for all trading partners, and ensure that a clear onboarding checklist is adhered to.
✔ Bringing on a new trading partner brings about working with different documents. Understanding each trading partner's timeline expectations and sharing information within the organization is imperative to ensure a stress-free and successful onboarding process.
✔ Adding an EDI layer to your system is more than just an IT endeavor. Its successful implementation requires a collective effort that involves customer service, warehouse, and accounting…
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Jan 24, 2023
S6 EP3: EDI - 810 Invoice Transactions and EDI 820 Payment Order Remittance with Shawn Sissenwein
It is essential to catch and address price discrepancies on the EDI documents to save us time and potential headaches. Without this proactive approach, we may find ourselves on the wrong side of a credit memo or short pay when the trading partner bases their payment on the invoice they sent.
✔️ The 810 document is essential in order to process the sale of an invoice. By creating this document, you gain access to important information from both sides of the transaction.
In this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄, join our experts Kerry Peters and Shawn Sissenwein cover how to keep your eyes peeled for numbers that will help you make fewer mistakes in associating the invoice with the original purchase order.
✔️ The EDI 820, or the payment remittance, is extremely beneficial because it can save time and effort. Bringing the data in eliminates the need to input the payment information manually, thus allowing you to focus your energy on cru…
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Jan 4, 2023
S6 EP2: EDI - The 850 Purchase Form with Shawn Sissenwein
In this episode, Shawn Sissenwein discusses the 850 Purchase Form, the most common problems people experience, what you can do to prevent them, and the important components that you should remember.
Essential points covered in this episode:
✔️ Accurately map the right numbers. The 850 Purchase Form contains important data, such as vendor numbers, UPC numbers, and manufacturing part numbers. Ensure that you’ve got them all correctly in Business Central to avoid sending out erroneous information to your trading partners.
✔️ Discrepancies can be fixed. They are inevitable, but you can still do your research and find out the correct number. Issues will have an “Error” alert or an inaccurate self-generated number.
✔️ Pay attention to the purchase order. It can contain specific routing information or even special instructions. The item might be a gift for someone or something that requires you to add value.
✔️ The most common error is the wrong item number for the…
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Dec 27, 2022
S6 EP1: EDI - The 846 Inventory Availability Form with Shawn Sissenwein
Welcome to Season 6 of Get Your New View!
For this season, we’ll be focusing on key documents used in Electronic Data Interchange (EDI), common errors users experience, and tips and tricks to make the most out of them.
In the first episode of the EDI series, we have Shawn Sissenwein walking us through the 846 Inventory Availability Form. Learn what it’s about, the problems you may encounter, and how to use it.
Essential points covered in this episode:
✔️ The 846 Inventory Availability Form is crucial. Your trading partners use this resource to get up-to-date information on how much inventory you have in your physical store or website. No more unfulfilled orders and insufficient inventory.
✔️ Don’t show all your inventory. Identify how much you’ll display on your website or physical store. Showing only a certain percentage helps prevent outages and having insufficient stocks. How often you send this out also matters.
✔️ Ensure pricing is accurate. The 846 Form…
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Dec 13, 2022
S5 EP5: Power Apps in Depth with Kim Congleton
Power Apps do more than meets the eye.
With it, anyone can harness the power of creating unique apps that cater to the specific needs of their business. Say goodbye to paper and time wasted making micro-decisions. When it comes to the smaller problems, Power Apps has your back.
Essential points covered in this episode:
✔️ You don’t need a developer to build an app. In 15-20 minutes, anyone in your team with decent technical know-how can build one. Power Apps also provides examples and templates that can help you get started.
✔️Some problems only require micro-solutions, and not a full-blown ISV! Power Apps is one of those secret tools in your arsenal that can fix problems internally without asking for outside help.
✔️Go paperless. Power Apps can be integrated seamlessly with Power BI, making its data accessible to everyone on your team. When keeping records, all you need is a handheld device and input what’s necessary.
✔️ Save time making decisions. Power Apps…
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Dec 6, 2022
S5 EP4: Learning the Power Platform with Kim Congleton
The Microsoft Power Platform is a treasure trove of functionalities. But where do you start?
Kim Congleton shares her experience in learning how to make the most out of the benefits and features of the Power Platform, how to get started on your projects, and why she highly recommends organizations to utilize it.
Essential points covered in this episode:
✔️ Have a specific project in mind. It’s easy to get lost and fall into the rabbit hole of software to download, especially with what tons of resources tell us. Start with what you want to accomplish and go from there.
✔️ Get a mentor, and join a learning group. Surround yourself with like-minded people who are also on their journey of incorporating the Power Platform. Ask as many questions as you can.
✔️ Apply what you learn right away. What are some tasks in your business that would benefit from automation? What skills and tools can you use to execute this?
✔️Workshops are on the way. New View Strategies wants…
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Nov 29, 2022
S5 EP3: The Strengths of Power Automate with Kim Congleton
Kim Congleton goes in-depth about the benefits of using Microsoft Power Automate for your business by creating and utilizing systems and integrating different software platforms to make the most out of your time for the more important tasks.
Essential points covered in this episode:
✔️ Power Automate is a software-agnostic tool. It can be integrated with different systems like Excel, Outlook, Trello, and SharePoint. No need to jump from one platform to another.
✔️ Power Automate is user and beginner-friendly. With set templates that allow for customization, you don’t need developer-level skills to use it. Visually striking walkthroughs can also guide you every step of the way.
✔️ Power Automate saves time. One or more internal processes can be reduced with a set system that can be easily built in 20 minutes.
✔️ Power Automate empowers you to think outside of the box. Problems you never thought needed solutions are solved once you tinker with the useful and person…
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Nov 22, 2022
S5 EP2: Power BI in Detail with Kim Congleton
Imagine this:
You’ve created tons of reports, and before you know it, you now have 300 reports with different data sets from different places.
This is where Power BI steps in to help.
Listen as Kim Congleton discusses the key features of Power BI and how they can help make data reporting a breeze.
Essential points covered in this episode:
✔️ A fixed data structure is the key to efficiency. She taught herself how to use the software, but the data were conflicting. The solution was a fixed structure, workshops, and working together in applying the new method.
✔️Power BI is a front-end tool. It allows you to interact with backend data and make it presentable. Maximize the features of Power BI. Don’t forget the basics, such as a set data structure, correct tables, and accurate calculations.
✔️ Use visuals to relay information. Reading through multiple spreadsheets with so much data can be a headache. Diagrams like bar graphs and pie charts can make reading data easie…
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Nov 21, 2022
S5 EP1: Things to Love About the Microsoft Power Platform with Kim Congleton
Say hello to easy app building and data visibility.
Kim Congleton discusses in-depth the best features of the Microsoft Power Platform that your organization can enjoy – no matter the skill level or coding abilities.
Find all of Microsoft’s most powerful workflow tools all in one place and more with the Microsoft Power Platform.
Essential points covered in this episode:
✔️ The Power Platform includes four tools. Each brings distinct functionalities into your ecosystem:
Power BI – A reporting tool that lays all the numbers in one place.
Power Automate – Think of Workflows on steroids!
Power Apps – A beginner-friendly custom app builder.
Power Virtual Agents – Microsoft’s answer to chatbots.
✔️ No coding experience is needed. The Power Platform is beginner and user-friendly. You don’t have to wait for a web developer to fix and create apps for you.
✔️ The possibilities are endless. The platform allows you to attach and build extensions and con…
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Sep 20, 2022
S4 EP16: Solving Inventory Issues through Education with Lisa Ramsey and Shawn Sissenwein
Inventory can get stressful if you don’t know what you’re dealing with.
Maximum visibility across your warehouse, education on automating, and using specific platforms like the Power Platform and Power BI can be game-changers for your business.
Keep an open mind and learn more about how to save money, time, and space by utilizing software to delegate microtasks to technology.
Essential points covered in this episode:
✔️ Automation brings value. Lisa Ramsey and Shawn Sissenwein share their experiences in educating customers by using a consumption journal and teaching warehousing concepts through a spaghetti-cooking class.
✔️ Issues are rooted in a lack of knowledge. Not knowing what costing is and having inconsistent data can result in millions of excess “just-in-case” inventory.
✔️ Build new processes with experts. Inventory consumption can now be automatically scanned and inputted into a platform for all employees to access. Your journey is unique. With our v…
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Sep 13, 2022
S4 EP15: The Power of Account Schedules with Mark Rhodes
Do you find your organization still dumping your numbers into Excel, frustrated that you can't understand results, create meaningful insights, and make strategic business decisions from your data?
Many finance professionals have dabbled in Microsoft Account Schedules but have not maximized this powerful feature in Dynamics 365 Business Central.
In this episode, our NVS experts share how you can use the best of both worlds, power up your processes with Account Schedules, and supercharge your financial reports to come out of your system accurately and fast.
Essential points covered in this episode:
✔️ 5-time Microsoft MVP and New View Strategies CEO Kerry Peters loves helping organizations drive great financial insights from those static numbers on their spreadsheets. She has helped many companies use account schedules to their advantage and master them as a powerful feature on the platform making data easy to comprehend.
✔️ Many of our clients love our Accounts Schedule cla…
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Sep 6, 2022
S4 EP14: Improve Your Month-End Closing Process with Kim Dallefeld
Is the month-end always a source of dread for you and your team?
With your BC/NAV system, discover how the little process will always make a big difference. In this episode, NVS senior-level consultant and trainer Kim Dallefeld shares tips she's taught in projects that have helped companies struggling with balancing receivables, payables, and other reconciliation processes to gain much success.
Essential points covered in this episode:
✔️ Tackle inventory reconciliation. Kim describes how finance and accounting teams often cross months with posting dates. Narrowing down on a list of causes, they find that nine times out of 10, the report and direct posting is a big cause of the problem.
✔️ Easier bank reconciliation process. Users should know that there shouldn't be much data entry with bank reconciliation, and that's a significant change. Companies are thinking about more ways to change their processes and to use automation, specifically with electronic banking.
✔️ Th…
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Aug 30, 2022
S4 EP13: Increase Reporting Efficiency with Dimensions with Mark Rhodes
Dimensions play an essential role in your BC/NAV system, making your process more automated and efficient. Our resident experts, Kerry Peters and Mark Rhoades sit down and share the power of dimensions in maximizing analysis views, simplifying how to use data tags that go into the system, and driving insights for more robust financial reporting.
Essential points covered in this episode:
✔️ The average BC/NAV customer consumes so much time on financial reporting at the month's end that it could have been used for other value-adding activities. Time spent for review, correcting errors, and producing the financials requires so much focus and energy that could be automated or delegated.
✔️ Businesses are changing hyper-fast, yet many companies fail to modify their chart of accounts to better match how they've grown and changed their operations. We see this with many organizations we've worked with, so few go back and reevaluate the structure they established 10 to 15 years ago a…
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Aug 23, 2022
S4 EP12: Enhance Functionality with Power BI
Empower your organization with the Power BI planning, budgeting, and forecast capabilities. NVS Power Platform Certified Trainer (MCT) Belinda Allen and NVS Chief Operating Officer Kim Congleton walk us through the driving force behind Power BI.
In this episode, they share practical insights and success stories, helping clients make a solid adoption of this excellent reporting and forecasting tool.
Essential points covered in this episode:
✔️ Many customers have started using Power BI with its exciting features. However, having multiple untrained users creating a bunch of reports leads to inconsistencies in data. We help people take a step back and identify: What are the reports really needed? What are the true data sets required to build and populate different reports doing the same calculations?
✔️ One of the new features of the data and analytics reporting tool Power BI that not enough people know about is personalization. End users can personalize or alter the visuals t…
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Aug 16, 2022
S4 EP11: Create Improvements With Business Central Through System Administration
There are particular indicators that something might be wrong in your Business Central / NAV system. Join Kim Congleton and me as we talk about setting and maintaining Permissions, preventing possible issues, and becoming more proactive.
Essential points covered in this episode:
✔️ System administration is often one forgotten area, especially for companies with smaller I.T. teams. Kim shares that creating customer improvements requires assessing their system through a checklist related to the system admin.
✔️ Ask: Does everybody have the super admin permissions? There's a lot of risk to having somebody be a super admin or having everybody be super in the system. Kim adds that super permission can be pretty dangerous if you don't know what you're doing. Learn to master controls and access, understand the permission hierarchy and adopt the best practices for setup and managing.
✔️ Look at the older versions as an indicator that there might be something wrong. Somewhere…
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Aug 9, 2022
S4 EP10 - Effective Purchasing Management
Our senior consultant Robb Delprado, a BC/NAV subject-matter expert, trainer, and champion member of the New View Strategies team, shares a new success story of an organization he's assisted. Despite the company doing a great job on the implementation and moving to go live, they faced issues with their year-end inventory. They struggled with why they couldn't delete old purchase orders. Tune in to learn how they achieved a breakthrough in improving processes, particularly in purchasing and procurement.
Essential points covered in this episode:
✔️ It can be highly frustrating to encounter errors and not know what to do about them just as everything's going great with your BC/NAV system. The systematic way to solve this is ensuring that people train upfront as part of the onboarding process or take refresher training.
✔️ Managing the expected receipt date on those purchase orders is the tiny field that makes a big difference. In today's environment, where vendors have much lon…
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Aug 2, 2022
S4 EP09 - Sales Process Improvement with BC/NAV
Companies that grow fast bring this common pain point for employees — incurring more work than they can handle, especially in the sales and tax setup. They are often unaware that underutilized features in their BC/NAV system make it more efficient and automated.
Essential points covered in this episode:
✔️ You really need to evaluate what's taxable and not. Organizations tend to underestimate the importance of adequately evaluating their tax groups when using the BC/NAV system. NVS senior consultant Robb Delprado finds that this is the most common scenario in many companies.
✔️ Use default values instead of people having to figure it out. Any time decision-making is involved, it creates the possibility for more errors. By having the system do the work with populating those default values, you're futureproofing them from big red flags for auditors and can cost you more headaches and extra costs.
✔️ The big field on the sales order is the shipment date. This is critical…
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Jul 26, 2022
S4 EP08 - Integrating CRM and Relationship Management in Business Central
Have you looked at the customer relationship management (CRM) capabilities of Business Central?
Consultant, Trainer, and fractional CFO/Controller Robb Delprado advise BC users to consider the following concerns before spending money on new licenses and using new software with the sales staff before integrating an additional CRM program with your BC solution.
Essential points covered in this episode:
✔️ Consider what extra functionality are you getting out of CRM that you can't get out of Business Central's relationship management? Be ready to spend money on new licenses and use new software with your sales staff.
✔️ Maximizing Contacts. Who are you placing the order with, and then who does the bill go to? Who are you shipping to, and who will receive the products? These are great little functionalities that give you many advantages. Remember, when you talk to either the customer or the vendor, you're actually talking to people, and they feel like you have a better relation…
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Jul 19, 2022
S4 EP07 - Simplifying Inventory Using Automation with Kim Congleton and Shawn Sissenwein, Warehousing
No more manual counting and searching.
Kim Congleton and Shawn Sissenwein of New View Strategies are here to share their success stories in resolving clients’ warehousing and distribution problems using Business Central.
Hours of work and sheets of paper were saved – all thanks to the power of automation.
Essential points covered in this episode:
✔️ New View Strategies helps you improve inventory accuracy and speed. We recommend turning on advanced warehousing, continuously doing cycle counting, and utilizing a mobile component for scanning barcodes.
✔️Document your process. New employees struggle to familiarize inventory – especially with businesses with multiple locations. With our solution, it only took the client 12 weeks to get all 25 locations running!
✔️ Commit to the project. Ready to automate your warehousing department? Kim Congleton advises: Set aside enough time to do it. Treat it like a project. It requires commitment. It doesn’t just take a flip…
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Jul 12, 2022
S4 EP06 - Overcoming Challenges with Accounts Receivable with Cynthia Priebe and Kerry Peters
Say goodbye to tedious customizations.
Senior Consultant Cynthia Priebe shares her experience in overcoming hurdles in her clients’ accounts receivable process, even uncovering a hidden pain point!
From multiple invoices for many orders to just one, it definitely made the client and their customers’ days more efficient.
Essential points covered in this episode:
✔️ New View Strategies encourages talking to your customers. Know what they’re experiencing and hear their concerns. Just because you’re doing fine on your end doesn’t mean it’s the same for them.
✔️Get a consultant. Don’t be afraid to ask for help. They can get you an objective view, [ractical, field-tested approaches, and on-trend practices. See yourself moving forward with us!
✔️ Invest in technology. When you put money into efficient business solutions, your customers feel that they’re in the right hands. Win them over with any of our products.
✔️ Our experience in all industries is a p…
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Jul 5, 2022
S4 EP05 - Using Existing Solutions to Target Customer Needs
Time and money saved = More productivity.
Senior Consultant Cynthia Priebe joins us to share her success story in speeding up a client’s bi-weekly wire transfer using an integrated feature in Business Central.
From a 2-hour process to a simplified 30-minute task – now delegated as this client has now moved up the ranks!
Essential points covered in this episode:
✔️ New View Strategies listens closely to pinpoint the problem. We let YOU explain every part of your process. This helps us catch that snag and find a solution so your workflow will be smoother than ever.
✔️Use existing functionality to target customer needs. Every second counts. With a wide variety of functions, Business Central can help YOU save more time and raise your value.
✔️ Think out-of-the-box solutions. Relying on traditional knowledge slows us down. Always improving, analyzing customer problems, and looking for unique answers to your problems helps us grow.
✔️ We keep things simple and affo…
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Jun 28, 2022
S4 EP04 - Process Improvement with Banking with Kerry Peters & Cynthia Priebe
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 y…
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Jun 21, 2022
S4 EP03 - Business Process Improvements With Accounts Payable with Kerry Peters & Cari Corozza
Do you find your AP team stuck with getting accounts payable entered and paid on time that they are unable to focus on doing other finance processes in the company?
This results from inefficient bookkeeping workflow, skepticism in getting an accounting professional to work remotely, and transitioning to a paperless accounting system that affects your ability to close your month faster.
At New View Strategies, we ensure that when we step in and work side-by-side with our customers, we make it possible for them to maximize the BC/NAV system and train their AP team to become more comfortable with the paperless and remote processes.
Essential points covered in this episode:
✔️ A very strong AP person is the key to a really strong accounting department. Numerous transactions posted in your general ledger will come from purchase invoices or invoices from purchase orders. Suppose those are entered to the wrong accounts, incorrect amounts, or even the wrong dimensions — it can take a…
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Jun 14, 2022
S4 EP02 - Process Improvement With Journal Entries with Kerry Peters & Cari Corozza
One of the main points of frustration for Business Central users is handling journal entries. We often receive feedback on how users spend a lot of time manually entering things and doing reversals for accruals in the system. There is a ton of functionality in BC that not many are aware they can take advantage of.
NVS Accounting Manager Cari Corozza shares how they were able to help a company go from 15 days to five days close. By enabling the company to save ten days in the accounting cycle, they can spend more time putting together account schedules, financials, analyses, and other important work.
Essential points covered in this episode:
✔️ How much time do you spend manually posting transactions to convert to ledger entries? One of the first things we recommend at New View Strategies is using recurring general journals. This allows you flexibility with journal entries booked month after month, quarter after quarter, or maybe just once a year. This essentially builds a templ…
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Jun 7, 2022
S4 EP01 - BC/Nav Personalization and Navigation 101 with Kerry Peters, Cari Corozza and Cynthia Priebe
Introduction to Season 4
Welcome to the Get Your New View podcast. Keep listening to learn how we work with frustrated Business Central and NAV users who struggle to use their system and find the answers they need. We teach them to truly understand how the system can support their business processes to make immediate improvements. As a result, they get more done in less time and make better business decisions.
In this next season of the Get Your New View podcast, I’d like you to meet even more members of our Get Your New View team who have brought examples of their favorite projects they’ve worked on with our customers to create efficiencies, utilize automation, and use even more of the features of their business central platform.
Two of our consultants, Cari Corozza and Cynthia Priebe, also trainers, share stories about why this class is so important and impactful to our customers.
Essential points covered in this episode:
✔️Even if someone has been using Business Central…
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Sep 28, 2021
S3 EP16: Coping with Change We Didn't Expect (Like 2020)
What happens when queso shows up at your table, but you didn't order it? 🧀
2020 has been an incredibly challenging and surprising situation and has been a most difficult event that no one could have ever prepared for. But can't we really? In this episode, Experts from New View Strategies, Kim Congleton and Kerry Peters, engage in an interesting conversation on how companies can't predict everything but can plan and be ready for surprises to happen.
Key points covered in this episode:
✔️ Be reminded that when you start any project, start with the expectation that a surprise will happen. Focus on the critical and be guided with these key questions: Is that something you need to be concerned with? Is it something you need to incorporate into the plan, or can you just let it go?
✔️ Pursuing a growth mindset gets you steps ahead of the game and prepares you for the most unexpected changes. We teach our clients and our customers that we can only move along with continuous bus…
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Sep 21, 2021
S3 EP15: How Do We Leave Our Comfort Zones When Dealing with Change?
In this episode, Kim Congleton and Kerry Peters discuss how training your taste buds to try something new is comparable to the pursuit of organizational change.
Eating something different is a form of discomfort, so we avoid it. If you want to grow and achieve new life experiences, anticipate the joy of trying new meals and startle your taste buds gradually. Coming out of your comfort zone can start at the dining table!
Key points covered in this episode:
✔️ People don't like change but taking baby steps in getting out of their comfort zone gets them there. If you're a beginner sushi eater, it makes the most sense to try the non-threatening California roll first. Avocado, imitation crab & cucumber get you started as you progress to try more varieties the next time. In your organization, it is wise to try & implement simple changes first.
✔️ Change management starts gaining momentum as soon as your people have success with the first step. New View Strategies COO Kim Cong…
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Sep 14, 2021
S3 EP14: Getting Creative with Change Management
Try folding and crossing your arms like you usually would. If you do it two or more times, notice how you do it the same way. Now cross your arms again, this time the opposite way. And yes, unconsciously, you'll cross your arms as you did earlier. Doing it in reverse makes you feel awkward. This exercise is the perfect illustration of what happens when change is introduced and how we automatically react to the challenge of doing something new.
In this episode, we talk about getting creative with change and implementing it, leading to the path of least resistance and ensuring project success.
Key points covered in this episode:
✔️ Why anyone who has ever worked or led an organization to take on strategic shifts understands how CHANGE is not easy. Humans, as we are, doing things in a new way causes us to feel uncomfortable. However, it takes getting awkward and, at times, becoming open and accepting of the pain of change to scale and grow.
✔️ How gamification overthrows a pot…
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Sep 7, 2021
S3 EP13: What to Do When Our Change Management Plan Doesn't Work?
What happens if the project becomes a failed implementation, and how do you recover? In this new episode, understand how to use root cause analysis when your plan doesn't work, acknowledge it, and create the next steps to move forward.
Key points covered in this episode:
✔️ Testing is a good strategy for recovery if you've had a failure in your system because you may genuinely not know what the problem is. So go back to the drawing board with testing in that area to figure that out much faster.
✔️ The "happy path" in your BC/NAV system happens almost often in the 20 percent, but the critical path is to make sure that you have tested 80 percent of your processes the least, to be realistic about the things that will occur most of the time.
✔️ Kim Congleton, Chief Operating Officer and Co-Owner of New View Strategies shares that some people don't realize that testing is a skill, and it takes a confident person who likes to break things to be a good tester. "Know that you c…
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Aug 31, 2021
S3 EP12: Can We Change Too Fast?
Can we change too fast? Imagine what happens when you rush to bake a Brie cheese in the oven, and it ends up getting burned; this is also pretty much what happens when companies implement a new ERP system and do it quickly with the timeline that was too aggressive. The result? Burnout, and you can guarantee a failed implementation.
Tune in this new season as we talk about Change Management and Cheese of the Get Your New View show with Kim Congleton and Kerry Peters.
Key points covered in this episode:
✔️ A project that fails to implement also fails your people's trust and respect. The skepticism that arises with the next project and the following changes is almost more complicated than the initial loss of confidence.
✔️ Proper communication is vital in ensuring a plan is set in place should changes arise. How do we avoid a failed implementation and come up with ways for early detection of the situation?
✔️ We can't stress enough how important it is to ensure that you…
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Aug 24, 2021
S3 EP11: Your Master Plan for Organizational Change
Welcome back to this season as we talk about change management and cheese! Kerry Peters and Kim Congleton share the particulars and best practices we do here at New View Strategies to get your organization poised for growth and finally execute that master plan!
Key points covered in this episode:
✔️ At New View Strategies, we value communication as crucial in working towards the same goal. The secret to our success is maximizing the tools and staying focused on the essential things; instead of doing ten other things. As long as we focus on those goals, we hit the bigger goals.
✔️ Setting up goals in a one, three, five, and a ten-year plan is instrumental in helping you stay focused on what's essential to reach your goals.
✔️ Revisiting as a business ritual is a big deal. Establishing weekly and quarterly communications about what's happening and what people are accomplishing makes a difference in making incremental progress. Ensure that you get everybody in the know; pe…
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Aug 17, 2021
S3 EP10: How Do We Plan for Organizational Change?
In this new episode of the Get Your New View podcast, Kim Congleton and I, the New View Strategies co-owners, sit in for a necessary conversation on change management and cheese.
What happens when you have no cheese? Specifically, what does it look like if you don't have a plan for change management? The words that come to mind are "chaos" and "unfinished projects" when this happens! Ultimately, no change management plan is a significant indicator that people aren't on the same page.
Key points covered in this episode:
✔️ Many companies have a list that goes on for years and isn't making any progress. For most of the project requests from our customers, we help them work on their extensive list of things to accomplish, not knowing which ones to work on, figuring out how they can use existing or providing additional resources to help them get those done.
✔️ Know that silos are one of the most dangerous things to communication that can ever exist within an organization. Thes…
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Aug 10, 2021
S3 EP9: Change Management, Priorities, & Analysis Paralysis
Welcome back to the change management and cheese series with Kim Congleton and Kerry Peters of New View Strategies.
In this episode, we're talking about how many flavors of cheese are there, like the infinite choices we have as far as change is concerned. Since the pandemic started, companies have dealt with the "cheese in a blender" situation these days. So how do you deal with the infinite choices and prioritize your change? How do you choose?
Key points covered in this episode:
✔️ Why using the concept of Opportunity Benefit will help you make better decisions. When making a choice that saves you time, what else can benefit you by opening up that additional time or those other capabilities? If you have implemented a change that promotes growth rather than efficiency, understand that efficiency might come in later.
✔️ Many companies just totally get paralyzed by the number of choices and then don't choose. So that never turns out well.
✔️ How to make an action plan.…
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Aug 3, 2021
SE EP8: What's Your Appetite for Change?
What is your organization's appetite for change? In this new episode of the Get Your New View podcast, Kim Congleton and I, the New View Strategies co-owners, sit in for a necessary conversation on how much change your organization can take. And why setting realistic timelines are essential to avoid getting slammed into place and having a bad result because of that.
Essential points covered in this episode:
✔️Whether it's moving into this new building or upgrading to software, what people forget to do is ask themselves, is it a realistic timeline? Anticipating the time it takes for design, set-up, training, or testing, there's a lot more detail on that. For example, it's going to be 80 hours of user acceptance testing, and they think that those 80 hours will happen in two weeks.
✔️ When we think of projects that have gone through too quickly, the worst consequences are failed user adoption—not having gotten proper buy-in and the right training with why we're making a ch…
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Jul 27, 2021
S3 EP7: Leading Change with These 5 Types of People
Why are there five different kinds of cheese on my plate? In this new episode of the Get Your New View podcast, Kim Congleton and I, the New View Strategies co-owners, engage in an informative and eye-opening discussion on identifying the different types of people in your organization and how they react to change management.
Essential points covered in this episode:
✔️ The pioneers are the people that always mbrace new stuff. They are called early adopters, the ones that are at the front of the line. They're ready to ride that new roller coaster no matter where and how fast it goes. These people are on the bleeding edge of technology like they're always kind of pushing it.
✔️ The Yes people always want to get on board and support what needs to be done.
✔️ The followers are those who jump on board after seeing the first two groups going forward.
✔️ The skeptics are the ones who don't see how a new program or process is going to work.
✔️ The C.A.V.E. People sta…
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Jul 20, 2021
S3 EP6: Change Management & Its Counterfeits
More valuable insights about cheese and change management in this new episode of the Get Your New View podcast. Our question for you: If prepackaged change is happening, is that a real thing
Essential points covered in this episode:
✔️ Many companies have gone through an upgrade or have implemented improvements and out-of-the-box changes but didn't take the opportunity to explore the benefits of change.
✔️ Businesses often think of it as a simple thing of being "just an upgrade." Along with that comes process change; therefore, training is necessary to incorporate what we're using to understand precisely how that's going to fit.
✔️ If you're somebody who's in charge of change management, IT systems, and financial systems, and that kind of stuff, there is always the responsibility to spend some time reading the release notes. It's a super nerdy recommendation, yet super essential to understand what was coming with that upgrade and know how everything gets incorporate…
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Jul 13, 2021
S3 EP5: Other Ways of Dealing with Change
We're back talking about change management and cheese. In this new episode of the Get Your New View podcast, the New View Strategies co-owners, Kim Congleton, and I host this critical conversation on the alternatives if a company can't change. What if an organization genuinely can't? What if your hands are tied and are not able to?
Essential points covered in this episode:
✔️ Explore the options of how your company could upgrade or do something else by a different program, figuring out what to do, and work around the limitations to make some of the changes happen. Get creative and start thinking about what else could be done, and document what the hindrances were.
✔️ Dealing with a limitation with money, you could control your mindset, what you think about change, and how you could improve your system by being willing to do things differently.
✔️ Learn to let go of those assumptions and take steps towards small incremental changes and focusing on the process.
✔…
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Jul 6, 2021
S3 EP4: The LEAST Successful Approach to Organizational Change
More cheese and change management in this new episode of the Get Your New View podcast! Kim Congleton and I, the New View Strategies co-owners, talk about the unpleasant impacts if a company doesn't recognize the signs, and finally, the cheese gets moldy. What happens if you don't change? Kim shares a story about a customer that she's had in the past where this has happened. We will cover a few things related to not changing and what happened with that company.
Essential points covered in this episode:
✔️ Glean lessons from companies that prevented themselves from moving to the next level by failing to adjust their system and handle changes needed. You can't implement a product and say, "I will run this for the next 20 years." It’s just not the way it is now.
✔️ Why should you dread those conversations in the conference room when presenting new ideas, and the first response we get is, "We can't do that." The stagnation that comes out of that particular response is alway…
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Jun 29, 2021
S3 EP3: Do We Need Organizational Change?
We're back for more cheese and changes in business! In this new episode of the Get Your New View podcast, Kim Congleton and I, the New View Strategies co-owners, engage in a meaningful discussion on WHY and HOW you should get help when you don't recognize blind spots in your organization.
Essential points covered in this episode:
✔️ When you go into a business where people have been there for quite a while or haven't worked anywhere else, it's hard for them to think of a different way to do things. It comes as unintentional but most often hinders the company from growing more.
✔️ The biggest question we get asked is, "what are other companies doing?" Not having the network or experience to understand what other companies are doing brings many people to us because we've worked with hundreds of different companies in different situations. We've got a whole library of things considered best practices that work best for your business.
✔️ Having somebody from the outside…
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Jun 22, 2021
S3 EP2: Change Management When Change Is the Only Constant
In this new episode of the Get Your New View podcast, Kim Congleton and I, the co-owners of New View Strategies, are back in a new season to discuss the old business parable of Who Moved My Cheese? And why it isn't relevant anymore.
When Kim and I sat down to talk about this, we said, "gosh, it seems more like somebody put my cheese in a blender!" There certainly is not a single point of change that we're chasing anymore as we're trying to figure out how we adapt to constant change.
Essential points covered in this episode:
✔️ It is more prevalent than ever how fast change is happening. For companies to keep up, they must be making sure that they have the skills internally with the people and the tools to make that happen.
✔️ In the different areas and manufacturing and all various departments, a solid leadership team in the company makes acceleration possible. People get excited about the change and get involved.
✔️ Understand that there's a project management pl…
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Jun 15, 2021
S3 EP1: Changing in a World Where 'Who Moved My Cheese' No Longer Applies
Welcome to the Get Your New View podcast! Keep listening (and watching!) to learn how we work with frustrated Business Central and NAV users who struggle to use their systems and find the answers they need.
We teach them to truly understand how the system can support their business processes to make immediate and lasting improvements. As a result, they get more done in less time, make better business decisions, and even love their system!
In this next season of the Get Your New View podcast, I'd like you to meet Kim Congleton. Kim and I are the co-owners of New View Strategies, and this season we'll be talking with you all about change management and cheese.
Essential points covered in this episode:
✔️ Understand why lessons in the business bestseller book Who Moved My Cheese? by Spencer Johnson are no longer relevant if not considerably obsolete today in terms of management. The book tells the fable of two mice Scurry and Sniff and two tiny humans, Hem and Haw. Sniff was a…
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Jun 8, 2021
S2 EP16: Customer Success Story with Mark Rhodes
Mark Rhodes, Chief Strategy Officer for New View Strategies, shares his best experiences in how training changes management, equips people to do better at their jobs, empowers them to work less and work smarter by accessing the most practical processes using Microsoft Dynamics BC / NAV system.
✅ Key points covered in this episode:
✔️ The ability to enact what employees learned is critical and the reasons why New View Strategies training spends 50 percent of the time for every hands-on class. It's designed into the timing and purposeful exercises to make sure everybody has a chance to practice what they learn right away.
✔️ Companies should look at training as investments and not just an expense if they want to improve their business, get more efficient, and reduce errors, and want their people to think processes and provide better service.
✔️ New View Strategies takes pride in having 15 years plus experience in Business Central and NAV and are all former users of the…
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Jun 1, 2021
S2 EP15: Customer Success Stories with Cynthia Priebe
If you're a data entry person and you're working on multiple tasks, every keystroke saves you time. Not many know how the F8 key is one of the most valuable shortcuts to copy the above field data. Cynthia Priebe, senior consultant and trainer for New View Strategies, shares how teaching these little hacks and tips delights customers and users in achieving AHA moments and access the best experience using the Microsoft Dynamics BC / NAV system.
✅ Key points covered in this episode:
✔️ Know that it is impossible to have a successful implementation and utilization of the system without training. By conducting a survey, determine how many of your users have had any formal training on the system.
✔️ There are so many little light bulb moments that are going on with customers every time they attend training. It doesn't matter if they're brand new to the system or if they've been using the system for years. Just that chance to spend some time on training brings to mind all those t…
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May 25, 2021
S2 EP14: Customer Success Story with Cari Corozza
Real-world experience makes a big difference for customers.
In this video, Cari Corozza shares the secret sauce of how to effectively utilize and increase process efficiency in Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central and create a better experience for your users.
A Certified Public Accountant and Trainer and Consultant with New View Strategies, she enjoys sharing her past NAV experience to guide other users toward finding the best way to accomplish daily and monthly tasks and goals.
✅ Key points covered in this episode:
✔️ Understand that in training, little takeaways end up being big-time savers.
✔️ Cari cites the importance of visibility of how a purchase order is generated, and the full-circle cycle of this is the accounting process that your company will benefit from the system.
✔️ New View focuses on how your system can support the business processes that you already have. Showing people a lot of things in the system that they don't k…
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May 18, 2021
S2 EP13: Customer Success Story with Robb Delprado
We've heard the famous saying that goes, "If you think training is expensive, try ignorance." This philosophy has become our advocacy in offering training and ensuring our partners get out there and get hands-on experience.
In this Get Your New View episode, learn from the customer success story that Robb Delprado, one of our senior consultants and trainers, accomplished while teaching.
✅ Key points covered in this episode:
* Training gives you a greater insight into how people will use the functionality or the product you're using. Robb's experience tells of how adult learners, regardless of age and experience, will have different approaches and progress in approaching new technology and providing the best strategies to handle those who struggle with the software.
* Teaching the whole methodology and giving people hands-on training allows them to understand how it works. It's that aha moment that incorporates excitement into learning by doing.
* Training empowers people…
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May 11, 2021
S2 EP12: Customer Success Stories with Kim Congleton
FUN can create fans out of your users and customers! In this episode, Kim Congleton, COO, and co-owner of New View Strategies shares how gamification and practical training methods create the best experience using Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central.
✅ Key points covered in this episode:
✔️ Incorporating fun in any training maximizes familiarity for adult learners. Using the actual handheld kind while doing some races and games out on the floor empowers warehouse personnel to learn while in a familiar environment to embrace using new systems and technology.
✔️ Companies create the biggest mistakes in training people while sitting down in a conference room on a computer instead of being out on the floor with the handheld doing actual picks or put aways, shipments, cycle counts, and physical inventories.
✔️ At New View Strategies, training is practical and actionable, not a one-and-done thing. Different scenarios are created to help the te…
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May 4, 2021
S2 EP11: Common Training Mistakes & How to Avoid Them
In this Get Your New View episode, Kerry Peters enumerates the common mistakes in corporate training and tackles the real costs it entails to your business.
Key points covered in this episode:
✅ The first critical mistake that companies are making with training is having their teams engage in tons of online videos. Corporate students learn better with different methods, and bombarding them with information at length fails the purpose of training.
✅ Know why the 'training the trainer" concept is more costly for your business in the long run
✅ Progressive testing and practice sessions are necessary to ensure that employees master the use of software
✅ Understand that the price tag on training, testing, or documentation are essential investments compared to the cost of a possible failure in project implementation
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 str…
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Apr 27, 2021
S2 EP10: The ROI of Employee Training and Development
Like any business process improvement, a company decides to implement changes by first measuring the return on investment. Kerry Peters discusses the various factors to consider why employee training is a worthy expense in this Get Your New View episode.
Key points covered in this episode:
✅ Companies that don't have training will be far less likely to succeed than companies that do.
✅ The cost of failure in using technology-led projects and the absence of user adoption is way higher than the price of staff training.
✅ Retaining the best employees and maintaining efficiency and engagement for your company comes with a cost.
✅ Training facilitates intersectional empathy as employees will have a deeper understanding of the pains in performing jobs in all levels, solve problems and implement standardization
✅ Approach measuring the ROI of employee training not just by monetary benefits but also the intangible results out of training
✅ Think about the cost of the mistak…
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Apr 20, 2021
S2 EP9: Refresher Training: When and Why?
Refresher course training in the workplace is deemed essential to keep employees current and ensure that knowledge gaps are spotted right away.
In this new Get Your New View episode, Kerry Peters emphasizes the usefulness and efficacy of conducting refresher training.
Key points discussed in this episode:
✅ People only retain less than 20 percent of what they've learned a month after they've learned it. Therefore, refresher training is a significant opportunity to meet the requirement for repetition.
✅ The optimal time to conduct a refresher is one to two months after the first training. The next period is about six months down the road or a year.
✅ There is excellent room for growth as employees are put into a setting with the instructor to ask new questions after learning the system/processes. They become better experts and add new things to what they'd already mastered so that they could expand their command of the software.
✅ Refresher training is vital for people ch…
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Apr 13, 2021
S2 EP8: How We Use Instructional Coaching to Create Empathy
Organizations are always on the lookout for finding training methods to upgrade skills and boost employee performance.
In this new Get Your New View episode, Kerry Peters discusses the importance of employing instructional coaching while creating empathy amongst workers as a necessity for employee development.
Key points covered in this episode
✅ It is necessary to craft a plan for training wherein your team can understand what happens upstream from them and their processes and downstream from their operations and how this can make a difference
✅ Suppose employees can step into their coworker's or superior's shoes, be aware of their feelings and needs. In that case, they will better understand how to perform their job and how every person, team, and department contributes to overall success and growth.
✅ Knowledge sharing of systems and procedures from all company levels contributes to innovation, streamlines their processes, and creates efficiency just by training.
About…
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Apr 6, 2021
S2 EP7: The Power of Documentation As Part of Your Training Process
The Power of Documentation As Part of Your Training Process
There are many different schools of thought about documentation in the digital era. Whether it is deemed valuable or found to be more derailing to productivity, organizations weigh which is the more significant impact as upgrades to software and process are as fast in the hope of becoming more efficient day by day.
In this new Get Your New View episode, Kerry Peters threshes out the nitty-gritty on the process and the power of documentation for training.
Key areas covered in this episode:
✔️ Documentation serves as a workplace's foundation and as a living repository of data.
✔️ One of the disadvantages of documentation with technology is that it very quickly becomes out of date. Spending a lot of manual time putting together documentation that has to be revised very quickly is seen as counterproductive.
✔️ Mind blanking happens with many employees as a panic response when companies roll out changes in their…
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Mar 30, 2021
S2 EP6: The Power of "Drip Training" (Micro-learning Hybrid)
The Power of "Drip Training" (Microlearning Hybrid)
We've been through a typical classroom or e-learning scenario where we're supposed to absorb and learn all of the relevant details in one session. You can lose vitally essential snippets of information when information starts flooding in. It will leave you with hardly any way to focus and reflect on what you've learned and perhaps missing essential opportunities to hone expertise.
Science has shown that combining conventional learning components with adaptive lesson drips (Microlearning Hybrid) aids in practice and repetition, resulting in more excellent learning retention. Drip training's repeated microbursts of information provide the trainees the influence of continuous learning, which is one of the easiest ways to improve the learning experience.
This episode of Get Your New View provides a broader understanding of drip training functions and how to do them to enhance learning retention. Find out how to make drip training work…
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Mar 23, 2021
S2 EP5 - How to Use Gamification to Enhance Learning
Gamification isn't just a trendy term. While gamification within corporate training is far from child's play, HR and Learning and Development personnel should not overlook its advantages. Incorporating gaming and leveraging competition into the business preparation would render it more dynamic and significantly improve trainees' participation.
Games are fun and accessible to almost anyone due to its simplicity, plus it has a powerful motivator at its core: the determination to win. If you took away that goal, the game would then become instantly worthless. Instead, take this "motivating element" and add it to training and Learning, and you get "gamification." A fundamental philosophy that builds trainees' interest aims to transform beliefs and behaviors, and improve abilities with a practical, applied, and fully hands-on learning method.
Get Your New View's newest episode will get into How to Use Gamification to Enhance Learning. Tune in to the full episode and make your next trainin…
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Mar 16, 2021
S2 EP4 - How Do Empathy & Experience Impact Employee Training?
Training lets employees develop expertise or new abilities to enhance efficiency in their current role. Successful training and growth initiatives help you produce the best employees to grow.
However, when top talent competition gets increasingly intense, employee training and development initiatives are more critical than ever.
Any company owners who choose to scale their businesses and fast-track their development should employ trainers to help them succeed. These trainers must have years of professional and industry experience to help drive your business to greater heights.
If you're uncertain about recruiting a trainer, take it from the New View Strategies team. In this episode of Get Your New View, Kerry Peters will discuss the impact of empathy and experience in employee training.
Key areas covered in this episode:
* Business processes are evolving worldwide, and we need to do things differently. Thus, training and development opportunities are aspects of business growth t…
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Mar 9, 2021
S2 EP3 - Enhance Learning & Retention with These Practical Steps
Enhance Learning & Retention with These Practical Steps
A well-designed, interactive and informative material makes training an excellent learning experience. However, there's one crucial element without which the content would fail: retention of information.
You wouldn't want your employees to dismiss all the knowledge you've delicately incorporated right after their training program. Thus, you might ask, ‘What methods and techniques for knowledge retention should you implement to ramp up retention rates during training?’
This episode of Get Your New View will reveal some practical steps and strategies for retaining information that you should incorporate into your training. These valuable guides will guarantee that your material is not just enjoyable but timeless.
Key areas covered in this episode:
* Use it, or you lose it. Be prompt in applying new learnings that you have, enact to put it into place, or that knowledge is going to go away.
* Note that one of the ways to…
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Mar 2, 2021
S2 EP2 - Adult Learning & The Forgetting Curve
Adult Learning & The Forgetting Curve
Have you experienced meeting a bunch of people, and an hour later, you couldn't recall their names?
Don't fret because it's normal. It is part of being human to forget, a peculiarity as to how the human brain works. When you tend to forget things, you're likely experiencing the Ebbinghaus Forgetting Curve.
As it develops, this forgetting curve is challenging to resolve, particularly when it comes to recalling the pieces of knowledge offered in corporate training programs. Not all educational tools have been expressly developed to counter such impact.
Recognize the forgetting curve and what affects it, and not only can you produce more reliable training content, but you can also learn a vital method to support your staff to keep up with their training.
Join us at Get Your New View for another episode of valuable insights, tips, and strategies to champion your training and process improvement.
Key areas covered in this episode:
* Take to hea…
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Feb 23, 2021
S2 EP1 - Training: a Core Practice for Process Improvement
If you were to choose between two doctors to treat your illness, one is highly trained, and the other is not, which one will you choose?
While it's evident that training is vital, most businesses and organizations failed to realize its value.
Getting a trained workforce ensures that your staff develops various strategies to boost quality and minimize the time spent delivering your products or services. Training also reduces the production cost, eliminates errors, build value in your employee, and provides a healthier working atmosphere.
In other words, an investment in developing the skill sets of your workforce is an improvement in your company. Everybody gets happier as everybody gets better.
The Get Your New View Podcast is now in its second season. To celebrate this milestone, Kerry Peters will be sharing with you a no-nonsense and all valuable episode about Training: a Core Practice for Process Improvement.
Key areas covered in this episode:
* Be reminded that It's not che…
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Feb 2, 2021
EP12: Customer Success Story with Mark Rhodes
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, we are joined by Mark Rhodes, the Chief Strategy Officer at New View Strategies, for another customer success story.
Mark is passionate about building people up, helping teams be more effective, and bringing people together in communities to accomplish more together.
At New View Strategies, Mark works with an amazing team of deeply experienced Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central professionals who have “been there, done that.”
Together, they actualize improvements in efficiency, profitability, and service through training, evaluation of the business process, and specialty Dynamics NAV and Business Central consulting.
Key areas we covered in this episode:
☑️ Equipping you…
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Jan 26, 2021
EP11: Customer Success Story with Cari Corozza
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, we are joined by Cari Carozza, a Trainer and Consultant with New View Strategies, the go-to source for actionable training and process efficiency in Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central.
For the past decade, Cari Corozza has relished driving smarter processes and more efficiencies with the accounting and finance teams she's worked with, developing a deep background in month-end reporting, accounts payable, and financial consolidation. She is a Certified Public Accountant and an experienced Microsoft Dynamics NAV User.
As a trainer with New View Strategies, she enjoys sharing her past NAV experience to guide other users toward finding the best way to accomplish daily and monthly tas…
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Jan 19, 2021
EP10: Customer Success Story with Robb Delprado
Customer Success Story with Robb Delprado
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, get ready to get blown away by another customer success story with Robb Delprado, that will inspire you to get your systems in place.
As senior advisor and trainer at NVS, Robb brings over 2 decades of leadership in ERP, Finance, Operations, and Business Integration across diverse industries, from retail to GPS technology, to help our business partners turnaround problems, save costs, and navigate change. He's most energized when empowering clients to grow their knowledge and maximize use of Microsoft Dynamics 365 Business Central/NAV platforms.
After having led teams as President, COO, Controller, and Project Manager through multiple M&A transactions and over 50 succe…
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Jan 12, 2021
EP09: Customer Success Story with Cynthia Priebe
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, you’ll witness a customer success story with Cynthia Priebe.
Cynthia Priebe is a senior consultant and Microsoft Certified Trainer for Dynamics 365 Business Central (BC)/NAV applications, honored to serve on the team of New View Strategies (NVS), a valued partner within the BC/NAV community.
At NVS, Cynthia supports the company’s mission to help clients tap the power of their BC/NAV platform. In addition to training, her expertise includes business process and accounting automation, application support, analysis, technical documentation, and facilitation of BC/NAV to support remote workers.
As a recognized thought leader in the Microsoft Dynamics community and a Microsoft MVP for business applications, I…
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Jan 5, 2021
EP08: What Will You Accomplish This Year?
What Will You Accomplish This Year?
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, you'll learn what you will accomplish this year.
What processes does your team complain about? When we talk about the things that stress us out on a particular day, you'll see there's a big room for process improvement. Even worse, though, what processes do your vendors and your customers complain about? If they're complaining about a particular process, that is something that you can control within your organization.
Key areas we covered in this episode:
* Implementing business improvements like having one place to do data entry, making sure your systems are integrated, the benefit of going paperless, and many more. You'll be surprised how these things can impact the wor…
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Dec 29, 2020
EP07: What is The Right Pace of Change to Adopt?
What is The Right Pace of Change to Adopt?
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, you'll learn about the right pace of change to adopt so you can stay ahead of the business game.
There are many organizations adapting with astonishing speed brought by this global crisis. The pace of change is relentless. But if change is the new normal, how do we handle it effectively? If you're not ready for change, it's impossible to match faster-evolving competitors.
Key areas we covered in this episode:
* Even established businesses need to periodically reevaluate their direction in relation to competition. What is the pace of change at your company compared to your competitors?
* Identifying the system change required based on the produced results and qua…
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Dec 22, 2020
EP06: How Can Iterative Process Improvement Help Your Company?
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, you'll learn how an iterative process improvement can help your company adapt to change.
Companies are subject to constant and continual change. I have a personal theory that companies undergo significant change every five years. Think about it. If you were with a company for five years or longer, what was the company like five years ago? What did they do? Did they sell the same services and products as they do today? Did they have the same customers that they had five years ago? What did the technology look like five years ago? What did the team look like? What did the processes look like? You have probably seen significant differences in how you do things, and all of these things are a factor.
Key areas we co…
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Dec 15, 2020
EP05: How do we measure return on investment for process improvement?
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, you'll learn the importance of measuring return on investment for process improvement.
Any time we're going to invest in something for the purpose of improvement, we want to make sure that we can measure what the result is. There is no other time to strategize how to increase utilization of your business growth and profitability than today. Don’t wait for a business crisis to happen.
Key areas we covered in this episode:
* Identify your ROI measurements depending on the average hourly cost per employee and hours spent on the task. What else could you do with the time you’ve saved?
* How can you get your business improvement done faster? Regardless of how much you have on your plate, what if you could d…
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Dec 8, 2020
EP04: Why Make a Long-Term Commitment to Process Improvement?
Why Make a Long-Term Commitment to Process Improvement?
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, you'll learn the importance of making a long-term commitment to process improvement.
Businesses change over time. Thus, new priorities and processes are also continually evolving. A commitment to improving those processes gradually over time is the thing that's going to make the most significant impact in the long haul.
Key areas we covered in this episode:
* Learn how to increase your business systems' utilization, allowing your Business Central and NAV solution to be a catalyst for your business growth and profitability.
* Increase your level of commitment to improve your business processes gradually. Remember, the level of your commitment will det…
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Dec 1, 2020
EP03: Why Focus on Process Improvement as a Priority?
Why Focus on Process Improvement as a Priority?
On the Get Your New View Podcast, you will learn to solve mission-critical business problems that produce measurable improvement in utilizing your software systems. We like to say that you can simply do MORE with what you already own. In this episode, you’ll learn why it’s important to make process improvement a top priority.
One of the things about business processes is that all processes tend toward disorder. The pace of change is fast, and business has changed substantially in shorter periods of time. Sometimes, processes never do get established. We have new things happening in our organization, and we need to figure out how to make things work.
Key areas we covered in this episode:
* Becoming the kind of leader who takes the initiative to ask, observe, and find out what’s happening.
* Analyzing your business processes and making a list of the potential improvements that could exist for you.
* Business process improv…
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Nov 24, 2020
EP02: What Does a Successful Business Process Improvement Look Like?
What Does a Successful Business Process Improvement Look Like?
On this episode of the Get Your New View Podcast, you will learn to solve mission-critical business problems that produce measurable improvement in utilizing your software systems. We like to say that you can simply do MORE with what you already own. In this episode, I am talking with you about what a successful business process looks like?
A lot of times, we get bogged down in the day to day. We have many things on our list to do, and short deadlines and focusing on things like business process improvement isn't a priority. We may even focus on really big things, projects that we have planned, things that are a huge impact or take a longer time to accomplish instead of incremental and continuous improvement. This is why it is important to make business process improvement a habit and making improvements successful by establishing that habit.
Key areas we covered in this episode:
* How you can establish a continuous b…
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Nov 21, 2020
EP01: Why Is Business Process Improvement Important?
Why Is Business Process Improvement Important?
On the Get Your New View Podcast, you will learn to solve mission-critical business problems that produce measurable improvement in the utilization of your software systems. We like to say that you can simply do MORE with what you already own.
A recognized thought leader within the Microsoft community, Kerry Peters is CEO/co-founder of New View Strategies (NVS). Kerry, along with fellow BCUG/NAVUG All-Star, Kim Congleton, founded NVS in 2017 to formalize their mutual passion for helping users take an agile approach to ERP training, assessment, and utilization. Having driven multiple ERP overhauls over 2 decades as both corporate controller and BC/NAV project manager, Kerry demonstrates superlative leadership to guide teams through technological change. Kerry is one of a handful of women to receive Microsoft’s global MVP Award, and has done so every year since 2017 as well as becoming a Microsoft Certified Trainer. She actively supports…
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