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Business Intelligence Strategies and Vision
I recently had the privilege to share a presentation on business intelligence at the AIA’s CFO Large Firm Roundtable meeting in Charleston, SC. This presentation was an offshoot of a white paper on...
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Activity Updates Made Easy
Activities in Vision are an extremely powerful component for capturing organizational knowledge. When it comes to maintaining a pursuit, cultivating a relationship or tracking critical occurrences on...
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Leveraging Report Collapsibility
Vision 6.x introduced a bunch of new functionality in relation to reporting. Much of this new functionality relates to how the reports are viewed and formatted. One powerful new feature for report...
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Vision Performance Management Reborn
The Vision Performance Management (VPM) module serves as Vision business intelligence stack and is intended to serve up organizational performance data in easy to read, interactive, visually oriented...
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