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3 Keys to Customer Engagement Success (Part 1)

After over two decades of designing, building, and deploying Customer Relationship Management (“CRM”) and Customer Engagement (“CE”) systems, I’ve found recurring themes on what makes some projects more successful than others.  For this blog, I’ll use the newer term Customer Engagement (“CE”) to refer to any CRM or CE system…

Walk Thru: Build a Power Portal to Collaborate with Clients

One of my favorite aspects of consulting is the constant challenge of a new requirement, especially when I get to learn something new.  In this case, I was asked to set up a Customer Power Portal that would allow contacts to be assigned Tasks which they would update, upload documents…

Statutory reporting for International companies (Additional Chart of Accounts)

On my international implementations, I have come across subsidiaries struggling with statutory reporting. Specifically, countries that require a separate chart of account (main accounts) than what has been configured in AX across all companies. A specific scenario that I have dealt with was for a subsidiary in Spain needing to…