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From Paper to Progressive

From Paper to Progressive – Duplicate Names

While working with my client who is switching to a computerized system, we came across an issue with duplicate customers in our database. These duplicates happened mostly from a lack of users understanding of best practices when entering data. After … Continue reading

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From Paper to Progressive – Why dates matter to POS

It has been a month since we have implemented the QuickBooks POS system for our client who was originally only using paper for everything. It has been a month of learning, making mistakes and corrections. Now that most everyone is … Continue reading

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From Paper to Progressive – Re-training

So far, we have been using the POS software for about a month now, and it has been mostly good. We scheduled another training this week however, to go over a few ‘minor’ details that stems from people who are … Continue reading

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From Paper to Progressive – Workflows

One thing I have noticed when I switch any client from a paper system to a computer system, is the reluctance to change their workflow processes. They try to keep the same system in place that they had when using … Continue reading

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From Paper to Progressive

Recently, we have been engaged by a new client to assist them to switch to a computerized system. The company is a manufacturer of fencing, and has multiple locations. They have been using paper since the business has started, but … Continue reading

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