(click to view larger)
(click to view larger)
(click to view larger)
(click to view larger)
(click to view larger)
(click to view larger)
(click to view larger)
(click to view larger)
(click to view larger)
(click to view larger)
(click to view larger)
(click to view larger)
(click to view larger)
(click to view larger)- Visit https://preferredstrategies.com/trial/
- email info@preferredstrategies.com
- or call 1-888-232-7337
About Preferred Strategies
Preferred Strategies was founded in 2002 by experienced JD Edwards business users and IT professionals. While working at a large construction materials and contracting company, Preferred Strategies’ Founder & President, Adam Crigger, experienced firsthand the difficulty in extracting data from JD Edwards and translating that data into meaningful reports and analytics. Today, Preferred Strategies is helping hundreds of JD Edwards, Viewpoint Vista, and Salesforce customers realize the full potential of their ERP and CRM data through the innovative Preferred Strategies QuickLaunch product. Combining decades of business and technical experience working with JD Edwards, NetSuite, Viewpoint Vista, and Salesforce data and modern reporting tools such as Microsoft® Power BI, QuickLaunch delivers the framework every customer needs to succeed on their data driven journey. For more information, visit http://www.preferredstrategies.com. [post_title] => Preferred Strategies Invites JD Edwards Users to Take a QuickLaunch Test Drive [post_excerpt] => Silicon Valley-based software reporting, analytics, and business intelligence company expands and enhances its QuickLaunch product line to meet increasing marketplace demand. [post_status] => publish [comment_status] => closed [ping_status] => open [post_password] => [post_name] => quicklaunch-test-drive-for-jde-users [to_ping] => [pinged] => [post_modified] => 2023-05-22 16:40:14 [post_modified_gmt] => 2023-05-22 23:40:14 [post_content_filtered] => [post_parent] => 0 [guid] => https://preferredstrategies.com/bi-blog/20-year-growth-copy/ [menu_order] => 0 [post_type] => post [post_mime_type] => [comment_count] => 0 [filter] => raw ) [4] => WP_Post Object ( [ID] => 10267 [post_author] => 10 [post_date] => 2022-10-06 06:00:05 [post_date_gmt] => 2022-10-06 13:00:05 [post_content] => How would you like to decrease the amount of money your organization spends? Or what about increasing productivity while having happy employees at the same time? It’s all possible if your organization is structured in a way that allows it to adapt to change. These days, most employees are experiencing burnout. Meanwhile, the power of technology to allow a business to grow is increasing every day. Unfortunately, this is causing an acceleration gap, meaning the difference between the pace of technology and the ability of companies to keep up is getting farther and farther apart. This is why it is so vital your organization adapts to change quickly.Adapting to Change
The COVID-19 pandemic is the most recent example of drastic change that happened nearly overnight. Those companies that were able to pivot made it through, but those that couldn’t, faltered. And let’s face it, most of us don’t like change. We resist it. But this is precisely why organizations need help, specifically when it comes to their data. Data is key. Organizations that utilize the data available are better equipped to adapt to change. To close the acceleration gap, businesses must make informed and strategic decisions. This will help them increase efficiency, cut labor costs, and gain valuable insights for future opportunities. Companies that can adapt to change are more profitable and more competitive. These are the companies that thrive. However, it’s not that simple. There are lots of software programs out there that can deliver data. What organizations really need is a program that can deliver the data and help the end-user interpret the data.Closing the Acceleration Gap
To close the digital acceleration gap and reap the rewards for your organization, you need to collect data and know how to interpret it. When correctly reading the data available to you, your organization will be able to:- Quickly pivot strategies (move from tactics that aren’t working to refocus on the ones that are)
- Reduce uncertainty, which will allow your employees to feel more confident in their work
- Evaluate performance (ROI)
- Operate in real-time
The Practice of Strategic Change
According to a recent Deloitte report, “Human nature makes it difficult to speed up the way individuals change. The way to create Organizational Acceleration is to fine-tune change at the organizational level.” The gist of the report is that change is always happening. That doesn’t just include change from the outside world, but internally. So how your organization deals with change will change too.Correctly Using Analytics
Data and analytics will allow you to see change happening in real-time. When you utilize the right tools, you can make more precise interpretations of the data you have. This can help you decrease the wasted time your employees spend going down one rabbit hole to the next. With proper analytics, your organization can better target the change it needs to close the acceleration gap. Then, as your company flexes its agility muscles, you’ll find it easier to pivot through all the changes life throws (such as a pandemic!).Change Starts at the Top
It may seem that the driving force for change and closing the acceleration gap begins with the employees; after all, they will likely be the ones reporting on what the data is telling them. However, for a company to truly adapt to change, it has to start with those at the top. Organizational leaders must be ready to take that data and run with it. They must accept that they will have to make changes quickly and help those working under them.How Preferred Strategies Can Help
If your company is ready to close the acceleration gap and adapt to change, Preferred Strategies can help. Our technology acceleration partners include Microsoft, Oracle, and Viewpoint, just to name a few. With our QuickLaunch Information Engine, we can interpret your ERP and CRM data, making your organization more efficient and profitable. Our “best in class” reporting and analytics tools help organizations realize the full value of their data within weeks. Start Adapting Today! [post_title] => The Acceleration Gap: Is Your Organization Adapting to Change [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => open [post_password] => [post_name] => acceleration-gap [to_ping] => [pinged] => [post_modified] => 2023-05-22 16:40:14 [post_modified_gmt] => 2023-05-22 23:40:14 [post_content_filtered] => [post_parent] => 0 [guid] => https://preferredstrategies.com/?p=10267 [menu_order] => 0 [post_type] => post [post_mime_type] => [comment_count] => 0 [filter] => raw ) [5] => WP_Post Object ( [ID] => 10223 [post_author] => 10 [post_date] => 2022-08-31 06:00:14 [post_date_gmt] => 2022-08-31 13:00:14 [post_content] => Effective organizational decision-making is reacting to what's currently happening in your business utilizing data analytics. For clarity, data analytics refers to modifying raw data into a usable format. But, as any business leader can attest, having easily accessible, insightful data from disparate sources often seems like a pipe dream. James Bradshaw of Ernst & Young states, "To be truly successful, organizational leadership must agree that data is an asset worth investing in. From the boardroom to the C-suite, this focus on data and analytics driving decision making is crucial." So, how do you untangle your data into the meaningful information you need to make informed, strategic business decisions? The answer: with Power BI.Business Intelligence with Power BI
Power BI is Microsoft's unified, scalable platform for self-service and enterprise business intelligence. An AI-powered program, Power BI connects to your various systems, allowing you to model and visualize your information into actionable, data-driven decisions. In other words, your raw data is modified into a usable format that informs effective strategic actions. Most importantly, with Power BI's ease of use, employees at all levels can be empowered to utilize analytics in their reporting, planning, and decision-making processes.One Version of Truth is Critical - Data Validated Across All Sources
To have total confidence in your business decisions, you need data that is validated across all your platforms. Data validation helps to weed out the outliers caused by issues such as manual data entry errors, which can be as high as 4%. Even with a leading analytics tool like Power BI, validating data across multiple sources is essential to be successful. Paring Power BI with a governed data model drives analytic efficiencies throughout the enterprise. Drawing from one version of truth enables a leaner approach to analytics and improves the consistency of information shared throughout your organization.Compelling Visualizations Foster Actionable Insights
Brian Hopkins, VP, Principal Analyst at Forrester shared, "In this emerging world of too much data, what matters most is how you discover and implement digital insight in the fabric of your business." With machine learning, Power BI analyzes information and draws conclusions. This AI forecasting, coupled with the compelling data visualization Power BI provides, enables companies to identify trends and anticipate challenges. Having easily accessible actionable insights means your organization can spot opportunities for improvement and transformation that lead to increased efficiency, reduced labor costs, and greater profitability and competitiveness.Real-Time Solutions Require Actionable Data
Receiving a report on Thursday afternoon that you didn't make a crucial delivery that morning only allows for reactive damage control. If you cannot identify and resolve problems before they happen, there is no strategic decision-making, only strategic apologizing. Having all the information you need at your fingertips in near real-time enables your team to pivot intelligently. Data visualization illuminates potential issues allowing organizations to adapt to fast-changing market conditions, uncertainties, and disruptions.Data Transformation for Profitability and Competitiveness
We are in the decision-making business. If your organization is ready to invest in a true data transformation, our QuickLaunch Information Engine for Power BI will untangle all your data. Don't fall within the 70 to 80 percent of companies whose business intelligence initiatives fail. Preferred Strategies clients’ have a 96% success rate.
In today’s environment, business truly moves at the speed of light. Your access to your data needs to be as well in order to make actionable and timely decisions.
Let's Talk!
[post_title] => Organizational Decision-Making: Untangling Your Data with Power BI
[post_excerpt] =>
[post_status] => publish
[comment_status] => closed
[ping_status] => open
[post_password] =>
[post_name] => decision-making-with-power-bi
[to_ping] =>
[pinged] =>
[post_modified] => 2023-05-22 16:40:15
[post_modified_gmt] => 2023-05-22 23:40:15
[post_content_filtered] =>
[post_parent] => 0
[guid] => https://preferredstrategies.com/?p=10223
[menu_order] => 0
[post_type] => post
[post_mime_type] =>
[comment_count] => 0
[filter] => raw
)
[6] => WP_Post Object
(
[ID] => 10190
[post_author] => 2
[post_date] => 2022-08-03 13:47:26
[post_date_gmt] => 2022-08-03 20:47:26
[post_content] =>
[post_title] => Modern Transformation and Analytics Strategies with Power BI for JD Edwards
[post_excerpt] => To be successful in today’s competitive landscape, organizations need to maximize profits and customer satisfaction to ensure the company’s annual goals are successfully achieved. Each department must quickly adapt to the day-to-day business challenges to run efficiently and stay ahead of the quickly shifting and impactful business environment. As a result, companies are transitioning from legacy reporting applications to a Modern Analytics and BI platform like Power BI. Although Power BI is a user-friendly technology, companies often struggle to apply it to complex data sources like JD Edwards.
[post_status] => publish
[comment_status] => closed
[ping_status] => closed
[post_password] =>
[post_name] => modern-transformation-and-analytics-strategies-with-power-bi-for-jdedwards
[to_ping] =>
[pinged] =>
[post_modified] => 2022-10-11 10:02:26
[post_modified_gmt] => 2022-10-11 17:02:26
[post_content_filtered] =>
[post_parent] => 0
[guid] => https://preferredstrategies.com/resource/how-to-build-interactive-reports-with-quicklaunch-and-power-bi-copy/
[menu_order] => 0
[post_type] => resource
[post_mime_type] =>
[comment_count] => 0
[filter] => raw
)
[7] => WP_Post Object
(
[ID] => 10166
[post_author] => 2
[post_date] => 2022-07-22 16:23:29
[post_date_gmt] => 2022-07-22 16:23:29
[post_content] =>
[post_title] => How to Build Interactive Reports with QuickLaunch and Power BI
[post_excerpt] => There’s a goldmine of data inside your ERP and CRM systems. But do you have the right tools to transform this into decision-ready information?
Experience firsthand how to use modern BI tools to drive decision-making. Led by Preferred Strategies BI solutions consultant Michelle Werkmeister, you'll be expertly guided through a series of hands-on exercises and learn how to create your own reports for common business scenarios.
[post_status] => publish
[comment_status] => closed
[ping_status] => closed
[post_password] =>
[post_name] => how-to-build-interactive-reports-with-quicklaunch-and-power-bi
[to_ping] =>
[pinged] =>
[post_modified] => 2022-10-11 10:02:47
[post_modified_gmt] => 2022-10-11 17:02:47
[post_content_filtered] =>
[post_parent] => 0
[guid] => https://preferredstrategies.com/resource/learn-how-power-bi-resolves-daily-production-challenges-copy/
[menu_order] => 0
[post_type] => resource
[post_mime_type] =>
[comment_count] => 0
[filter] => raw
)
[8] => WP_Post Object
(
[ID] => 10141
[post_author] => 2
[post_date] => 2022-06-29 18:27:14
[post_date_gmt] => 2022-06-29 18:27:14
[post_content] =>
[post_title] => Learn How Power BI Resolves Daily Production Challenges
[post_excerpt] => In this Education Session, you will learn how to dig deep into your JD Edwards data and gain a clear understanding of how to stay ahead of your quickly shifting and impactful business environment.
[post_status] => publish
[comment_status] => closed
[ping_status] => closed
[post_password] =>
[post_name] => learn-how-power-bi-resolves-daily-production-challenges
[to_ping] =>
[pinged] =>
[post_modified] => 2022-10-11 10:01:48
[post_modified_gmt] => 2022-10-11 17:01:48
[post_content_filtered] =>
[post_parent] => 0
[guid] => https://preferredstrategies.com/resource/transform-it-into-a-strategic-business-advantage-using-your-viewpoint-vista-data-copy/
[menu_order] => 0
[post_type] => resource
[post_mime_type] =>
[comment_count] => 0
[filter] => raw
)
)
[post_count] => 9
[current_post] => -1
[in_the_loop] =>
[post] => WP_Post Object
(
[ID] => 10693
[post_author] => 4
[post_date] => 2023-11-03 10:12:57
[post_date_gmt] => 2023-11-03 17:12:57
[post_content] => We’re always looking to make improvements here at Preferred Strategies and lately, we’ve been busy! Vista Release Notes is our blog series that showcases recent product improvements to help you stay up to date on what’s new.
The new QuickLaunch for Vista release includes several ways to expand your ERP analysis to even more business areas. We’ll explore how you can optimize payroll processes, improve work order management, and keep your accounting team happy. Get ready for Take Off!
Optimize Payroll Processes with the New Payroll Detail Prospective
In the Viewpoint Vista ERP application, payroll transactions can be initiated in multiple sub-systems such as Job Cost, Equipment Maintenance, and Service Management. All those feed transactions to a payroll table in order to calculate deductions (like taxes) and liabilities (like vacation) in order to determine gross and net pay. The new payroll detail perspective in QuickLaunch provides a way to analyze company payroll data including straight time, overtime, gross pay, deductions, liabilities, and net pay. This allows aggregated and detailed analysis by a multitude of dimensions including employee, craft, class, pay type, department, job, equipment, service center, etc. This type of payroll analysis can help you with the identification of potentially missing payroll transactions (avoiding the expense of issuing a manual check) and duplicate payroll records (in the event a timecard was inadvertently entered twice). Research into payroll irregularities is much faster with a comprehensive enterprise data platform.Streamline Work Order Management with Equipment Work Orders and Preventative Maintenance
Until now, the QuickLaunch for Vista equipment perspective only included work order costs and hours for completed work. Our new Equipment Work Order and Preventative Maintenance perspective provides comprehensive insight into all work orders including future work orders (scheduled maintenance), current work orders (including those not started or assigned) and completed work orders. Work order activity can be analyzed by counts, backlog, assignments, department, category, component technician, item, etc. to balance workload and maximize productivity. This will enable you to compare estimated versus actual costs and hours to improve performance. Also, using extensive time-based measures, equipment managers will be able identify trends and outliers to manage and schedule assignments more effectively.Extend Asset Life with Equipment Warranty Enhancements
Out-of-the-box, Vista is good at identifying individual warranties on a single piece of equipment but that is the extent. The latest QuickLaunch for Vista release provides broader warranty analysis capabilities including identifying remaining warranty periods or miles. Warranty analysis by equipment, category, component, and vendor will enable you to reduce costs by optimizing product and warranty decisions. And best of all, the new warranty functionality is an integrated addition to the existing Equipment module.
Make your Audit Teams Happy with Our New Compliance Perspective
Vista stores compliance records in three separate tables; Vendor Compliance, Purchase Order Compliance, and Subcontract Compliance. Our compliance perspective merges these separate tables into one to provide a comprehensive view so that all compliance requirements and statuses for a vendor or contract can be seen in one glance. This single version of compliance truth will allow AP staff to resolve invoice hold inquiries quickly and will also allow project management staff to put pressure on subcontractors and vendors before their compliance status expires which leads to risk reduction.Sign Up for QuickLaunch for Vista 5.2 Release Notes Webinar
[post_title] => QuickLaunch for Vista Release Notes: Payroll Detail, Equipment Maintenance, Warranty Details and Much More! [post_excerpt] => We’re always looking to make improvements here at Preferred Strategies and lately, we’ve been busy! Vista Release Notes is our blog series that showcases recent product improvements to help you stay up to date on what’s new. [post_status] => publish [comment_status] => open [ping_status] => open [post_password] => [post_name] => vista-release-notes [to_ping] => [pinged] => [post_modified] => 2023-11-28 11:30:01 [post_modified_gmt] => 2023-11-28 19:30:01 [post_content_filtered] => [post_parent] => 0 [guid] => https://preferredstrategies.com/?p=10693 [menu_order] => 0 [post_type] => post [post_mime_type] => [comment_count] => 0 [filter] => raw ) [comment_count] => 0 [current_comment] => -1 [found_posts] => 111 [max_num_pages] => 13 [max_num_comment_pages] => 0 [is_single] => [is_preview] => [is_page] => [is_archive] => [is_date] => [is_year] => [is_month] => [is_day] => [is_time] => [is_author] => [is_category] => [is_tag] => [is_tax] => [is_search] => [is_feed] => [is_comment_feed] => [is_trackback] => [is_home] => 1 [is_privacy_policy] => [is_404] => [is_embed] => [is_paged] => [is_admin] => [is_attachment] => [is_singular] => [is_robots] => [is_favicon] => [is_posts_page] => [is_post_type_archive] => [query_vars_hash:WP_Query:private] => f524afd6ee498ba4b55e2b624ada0cc7 [query_vars_changed:WP_Query:private] => [thumbnails_cached] => [allow_query_attachment_by_filename:protected] => [stopwords:WP_Query:private] => [compat_fields:WP_Query:private] => Array ( [0] => query_vars_hash [1] => query_vars_changed ) [compat_methods:WP_Query:private] => Array ( [0] => init_query_flags [1] => parse_tax_query ) )
Blog
QuickLaunch for Vista Release Notes: Payroll Detail, Equipment Maintenance, Warranty Details and Much More!
November 03, 2023
We’re always looking to make improvements here at Preferred Strategies and lately, we’ve been busy! Vista Release Notes is our blog series that showcases recent product improvements to help you stay up to date on what’s new.
Blog
Power BI Updates for Enterprise Analytics: Q2 2023 – Part 1
June 29, 2023
As we move towards the holiday season, let’s review what the Power BI team has been up to over the summer and early fall of 2023.
Blog
ERP Data: Are You Using It or Just Collecting It?
October 20, 2022
Many companies never touch the majority of the data they collect because it’s locked up deep in their Enterprise Resource Planning Data (ERP). ERP is software your organization can use to manage its day-to-day business activities. These activities include accounting, project management, compliance, procurement, risk management, and supply chain operations. Your ERP can track activities that naturally occur in your business. This software can coordinate the flow between all these activities with the data it collects, often in real-time. Most companies’ ERP collects information that can increase productivity, cut costs, and identify bottlenecks, and they are not utilizing it. Join
In the News
Preferred Strategies Invites JD Edwards Users to Take a QuickLaunch Test Drive
October 12, 2022
Silicon Valley-based software reporting, analytics, and business intelligence company expands and enhances its QuickLaunch product line to meet increasing marketplace demand.
Blog
The Acceleration Gap: Is Your Organization Adapting to Change
October 06, 2022
How would you like to decrease the amount of money your organization spends? Or what about increasing productivity while having happy employees at the same time? It’s all possible if your organization is structured in a way that allows it to adapt to change. These days, most employees are experiencing burnout. Meanwhile, the power of technology to allow a business to grow is increasing every day. Unfortunately, this is causing an acceleration gap, meaning the difference between the pace of technology and the ability of companies to keep up is getting farther and farther apart. This is why it is
Blog
Organizational Decision-Making: Untangling Your Data with Power BI
August 31, 2022
Effective organizational decision-making is reacting to what’s currently happening in your business utilizing data analytics. For clarity, data analytics refers to modifying raw data into a usable format. But, as any business leader can attest, having easily accessible, insightful data from disparate sources often seems like a pipe dream. James Bradshaw of Ernst & Young states, “To be truly successful, organizational leadership must agree that data is an asset worth investing in. From the boardroom to the C-suite, this focus on data and analytics driving decision making is crucial.” So, how do you untangle your data into the meaningful information
Educational Session
Modern Transformation and Analytics Strategies with Power BI for JD Edwards
To be successful in today’s competitive landscape, organizations need to maximize profits and customer satisfaction to ensure the company’s annual goals are successfully achieved. Each department must quickly adapt to the day-to-day business challenges to run efficiently and stay ahead of the quickly shifting and impactful business environment. As a result, companies are transitioning from legacy reporting applications to a Modern Analytics and BI platform like Power BI. Although Power BI is a user-friendly technology, companies often struggle to apply it to complex data sources like JD Edwards.
Educational Session
How to Build Interactive Reports with QuickLaunch and Power BI
There’s a goldmine of data inside your ERP and CRM systems. But do you have the right tools to transform this into decision-ready information?
Experience firsthand how to use modern BI tools to drive decision-making. Led by Preferred Strategies BI solutions consultant Michelle Werkmeister, you’ll be expertly guided through a series of hands-on exercises and learn how to create your own reports for common business scenarios.
Educational Session
Learn How Power BI Resolves Daily Production Challenges
In this Education Session, you will learn how to dig deep into your JD Edwards data and gain a clear understanding of how to stay ahead of your quickly shifting and impactful business environment.
- of 13
- Next >