This was a quiet week but an exciting one for new customers / potential new customers and submitting quotes.
First point though: just discovered the way you can add a program to the start up menu in windows 10. Why do I need? We have a Teamviewer licence and up until a few windows updates ago this auto loaded on booting up. We had ticked the relevant box on the Teamviewer app. But now it does not. I blame windows. So using run, shell:startup you can add any application short cut. Ok so not Nav but still worthy of note especially for us as we have multiple machines on different versions of Nav (v4,2009,2013,2013r2,2015,2016) and different editions of Nav. So easier for us to control and work on these PCs remotely.
Anyway Nav work completed this week:
Developments - completed and demonstrated phase 1 of misc contract data and now have the go ahead to implement. Just awaiting UK data map from spreadsheet data reference to contract number in Nav and then we can set a go live date. US data already converted and loaded. Also created a new profile to access this new area including cue cards. Latter quite complex but done. Requires some deep thinking about what you want. [Nav 2013r2].
Configurations - set up resources, sales quotes and SOPs for a client to demo the end of this week. [Nav 2013r2].
Attended site this week for 1 client (on site support) and a potential client (pre sales and since submitted a quote for approval) covering Nav 2013r2 and Nav 2016. Fingers crossed quote is approved and if so a new client and again Nav 2016!!
New client gained this week following 2 months emailing and phone conversations. Quote approved and go live date (Nav 2016, new company, xml loads) set for end of May which is very tight to get xml loads (5) working. But exciting stuff!
So for actual work completed, as I say a quiet week. For prospects, great week!
Plans for this week are 2 client site visits and create and submit 3-4 quotes from last week.
That's all for this week folks. Keep cool but remember the weather will be back to normal end of this week.
What we are doing at Fraser Price Consulting Limited
About Me
- neilgf
- A graduate chartered accountant with extensive experience of operating in senior management positions within finance, systems, project or general management roles. Roles held in retail, Plc, manufacturing and distribution business environments. Specific experience in shared accounting services environment from 1996 to 2003. Finance roles have included accountant, controller and director level with responsibilities for managing people and resources. Since 2003, business owner of a business consultancy service providing a number of services to clients. These have included project management, application development and support, implementation management and management accounting. All these services are based on experience in the back office environment. I will always find and / or deliver cost effective solutions within timescales and budgets.
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