The Critical Role of Accurate Reporting and End-user Training

Report-600x400-1

If your employees aren’t trained on your new solution they WILL make it up as they go. As brilliant as your team is, letting people find their own way can (and often will) lead to disastrous results.

This CRM solution had already been implemented ahead of the engagement of Stoneridge. Stoneridge’s role in this project was to clean up duplicate and confusing information processes and to train the employees on the best way to use the solution.

Stoneridge began to initially address one problem, but uncovered layers of multiple issues that had to be addressed. Reports were being compiled without an understanding of how they were being calculated and duplicate emails were being generated, causing confusion and inaccuracies in the reports. Finally, employees weren’t trained and were left to their own devices on how to use the new system. All of it added up to inefficiencies, bad information, and stressed out leadership and teams.

This project was all about optimizing the CRM solution for the company. Stoneridge analyzed all reports and rewrote them so they were accurate. Data imports were developed to make reporting reliable going forward. Teams were trained on the best way to use and leverage the power of the solution. And finally, recommendations for future modeling were developed, helping the leadership plan for future expansion and investments. In the end, the client now trusts the information they are using in reports and saving countless hours on data manipulation.

Issues addressed:

  • Reviewed all reports pulled from CRM
  • Audited Information included in reports
  • Documented of each report and information about the hard coded filters in each report pulled from CRM
  • Developed and re-wrote reports

Our deep expertise in CRM meant we were able to quickly understand how the system was being used and find the issues. The reporting expertise of the Stoneridge team allowed us to make updates and pull in valid data. And our continued focus on training was able to meet the learning needs of the end users.

Have Any Questions?

More Successful Stories:

8.22.23

Unified Dynamics 365 Solutions Help International Drilling Equipment Drill Deeper and Work Harder

Started in 2007 with just two employees, International Drilling Equipment began as a distributor of top-quality Casagrande foundation equipment. They […]

Read the Article
10.7.21

Wright Asphalt Transitions from On-premise Solution to Cloud-based Dynamics 365 Business Central

For nearly 70 years, Wright Asphalt has stood out among its peers in the construction industry as a leader in […]

Read the Article
9.29.21

Upgrade from Dynamics NAV to D365 Business Central Advances Business Vision for North Carolina League of Municipalities (NCLM)

For over a century, the North Carolina League of Municipalities (NCLM) has represented the interests of towns and cities across […]

Read the Article
6.30.21

Agfinity Embraces CRM Upgrade to Supercharge Sales Process, Increase Productivity

Even the most robust software can fail an organization if it isn’t personalized and implemented properly. This was the challenge […]

Read the Article
6.18.21

Creedence Energy Chooses Dynamics 365 Business Central to Keep Pace with Rapid Growth

Creedence Energy Services, LLC is a rapidly growing chemical company in the oil and gas industry. Headquartered in Williston, ND, […]

Read the Article
4.23.21

Electrical Power Maintenance Company Poised for Growth With Dynamics 365 Business Central

After several successful acquisitions, a growing electrical power maintenance company found themselves with 6 different siloed ERP systems ranging from […]

Read the Article
3.24.21

Midwest Rubber Aligns Future Business Goals with Dynamics 365 Business Central as Foundation for Operations

As Midwest Rubber expanded over the years, the leadership team found themselves with multiple Made2Manage ERP systems making it difficult […]

Read the Article
3.19.21

Landscape Structures, Inc. Transforms Company Operations Utilizing Host of Microsoft Technologies

Landscape Structures, Inc. (LSI)  is an employee-owned, commercial playground design and manufacturing company located in Delano, MN. All design, engineering, […]

Read the Article
3.4.21

Mobile Apps Keep City Employees and Community Connected and Informed

Mobile Apps Keep City Employees and Community Connected and Informed City officials were struggling to find ways to keep their […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.