RBA Blog
RBA’s experts. A generous helping of topics on Strategy, Design, and Technology. What’s not to like? Check out our latest posts below.
The Top Five Questions You Must Ask Before Starting Any CRM Project
You have decided to implement a new CRM solution. You know there are some major potential benefits and some possible pitfalls. Your most important ally in achieving those benefits and avoiding those...
7 Best Practices for Employee Engagement Technology Plans
For HR and IT professionals, it's important to stay on top of the latest in technology developments that foster employee retention and engagement, which was the very topic of our recent "Leveraging...
[Tutorial] How to Loop Through Multiple List Items Without Code Using a SharePoint 2010 Workflow
Heads up! I've written a completely modern take on this post: How to Loop Through Multiple List Items in a SharePoint Modern Site with Power Automate. The old post below is completely intact if you...
Top Five Must do’s When Starting a Marketing Automation Project
Once you've decided that you need a marketing automation solution you have two choices: you can jump right in and starting setting it up and try to figure it out, or you can take a little time and...
5 Tips for Your Company to Become More Digitally Intelligent in 2015
Last month, RBA had the opportunity to host James McCormick, a Senior Analyst with Forrester, in a webinar focused on Digital Intelligence. I had the opportunity to join the webinar to share...
“Don’t spend a lot of time on this – just make it easy to use”
‘User Experience’ is probably one of the most overused terms in web design. And rightfully so – businesses are learning that in order to “win” at digital you need you provide your users with a good...
[Tutorial] Automating Data Cleaning and Validation with DQS and SSIS, Part 2
In part 1 of this article, I outlined how a data steward – a person who is responsible for data quality and typically not on the IT staff – would create a collection of rules that can be used to...
[Tutorial] Automating Data Cleaning and Validation with DQS and SSIS, Part 1
Automating Data Cleaning and Validation with DQS and SSIS, Part 1 I have been doing some work with SQL Server Data Quality Services (DQS) in preparation for SQL Saturday in Salt Lake City...
5 Benefits of Engagement Analytics
Not getting the customer insights you need by tracking aggregate visitor data with your web analytics platform? Seeing the data in CRM, but not able to tailor content on the fly? Engagement...
Working toward a great UX-Dev Collaboration
This spring I had the privilege of attending Minnewebcon - an interactive web conference. As a UX person, I wanted to hang out with "my people”, but I couldn’t help but be drawn to the...
[Tutorial] A Few Thoughts on PowerBI
I recently had an opportunity to present at a Microsoft technology roadmap event here in the Denver area on PowerBI. In preparing for this presentation I had to take a stroll down memory...
The Demand for Marketing Technologists
Marketing Technology is expanding at an explosive rate, with more solutions available on an almost daily basis. I see press releases and announcements for new apps, marketing suites, tools, tracking...
Dealing With the 8k SQL Server Row Limits in Microsoft Dynamics CRM
Once or twice I have run into a CRM implementation in the course of my work that runs afoul of SQL Server's 8k row limit. SQL Server has always had a limitation to how big a row in a table can be...
Definitive Guide to Installing Microsoft Dynamics CRM 2011 on Windows Server 2012
Definitive Guide to Installing Microsoft Dynamics CRM 2011 on Windows Server 2012 I see a lot of questions come across the forums about installing Microsoft Dynamics CRM 2011 on Windows Server 2012,...
Map Custom Attributes from Opportunity Product to Quote Product to Order Product and so on in Microsoft Dynamics CRM 2011
The process of mapping custom attributes in Microsoft Dynamics CRM Online from opportunity product to quote product to order product to invoice product is very similar in CRM Online to how it works...