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CodePartners Blog
Use Pivot Operator to Pivot Data
By Emma Tsai
Performing functional testing for software applications is part of the job as a business analyst. Occasionally, I need to work with SQL server to do database queries so that I can verify that the application pulls data results as expected. Recently, I learned how to use PIVOT operator to group and aggregate data in SQL database. Here is how it works:
In pivot queries, here are the thr...
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Tagged With:
query
,
SQL
,
Pivot
/ 3434 Views
The Easiest Way to Test a SQL Server connection
by Derek Du
The other day I found an interesting way to test a SQL Server database connection. It is very easy, and quicker than what I usually do. For those of you who like moving pictures,
here is a video tutorial
.
To test a database connection, I usually make sure a port is open by using the Telnet command and then use a tool like SQL Command Line, or SQL Server Management Studio, ...
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Tagged With:
Test connection
,
SQL server
,
UDL file
/ 2880 Views
Customization Project for Sage CRM
by Emma Tsai
Recently, we provided staff augmentation services to a housing service company. We had a
Sage CRM
developer working on several CRM customization projects that support their special operational needs for their student housing account management. One of the most current projects is to pull the application information from their existing housing website and upload them to Sage CRM and t...
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Tagged With:
application development
,
customization
,
Sage CRM
/ 2362 Views
Sales and Project Management Using Intacct and Sage CRM, Part 2
by Hrayr Galoyan
In a previous
blog post
, I began explaining how to manage projects using Sage CRM and Intacct. Here are the next steps to take:
Step Three – Follow-up
In the most cases, clients let us know if they approve the project. The problem is, if the client decides to not proceed with the project, we usually don’t know about it, but the opportunity continues sitting in our ...
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Tagged With:
Project Management
,
Sage CRM
,
Intacct
/ 2426 Views
Sales and Project Management Using Intacct and Sage CRM, Part 1
By Hrayr Galoyan
At CodePartners, we literally handle hundreds of opportunities per year. In three years since I joined, I alone worked on over 750 opportunities, big and small. Some of them converted into projects, and some were lost, but all needed attention and had to be tracked. And I am only one of the team members, analyzing the requirements, designing solutions, sending out proposals, manag...
Read More »
Tagged With:
Intacct
,
Project management
,
Sage CRM
/ 3451 Views
Top Stories for the Week of March 7
by Emma Tsai
As a business analyst, my job includes gathering the requirements by collecting User Stories and writing the Use Case. People can easily get confused between User Story and Use Case, since they are pretty similar in the concept. Then how is a User Story different than a Use Case? “While a use case is highly structured and tells a story, the User Story sets the stage by stating t...
Read More »
Tagged With:
use case
,
user story
,
product development
,
project mangaement
/ 2298 Views
Overview of a Data Warehouse Logical Design - Schema
by Sheila Zhang
Databases designed for businesses typically focus on data manipulation. Normalized relational databases tend to increase the amount of tables, to reduce the space required for data storage, while being updated to reduce redundancy. For example: a customer table holds the customer ID and address information for each customer, and the sales order table only keeps the customer ID, not...
Read More »
Tagged With:
Data Warehouse
,
MSSQL
,
Schema
/ 8895 Views
Business Partners Must Turn Their Lemons into Lemonade!
by Brian Terrell
About 10 years ago, mid-market ERP software publishers created software maintenance plans to finance ongoing research and development efforts. Publishers require a significant investment to update software to offer additional functions or support improved operating systems or databases. Several years ago,
Sage
eliminated the basic version of these plans and disrupted their ...
Read More »
Tagged With:
CodePartners
,
Customization
,
Sage
/ 2591 Views
Integrating Sage 300 ERP with Coupa
by Hrayr Galoyan
“What on earth is
Coupa
?" I asked myself this when I heard about Coupa for a recent project. I quickly learned Coupa is a procurement system designed for businesses to simplify purchasing and ensure the users’ interaction is easy and enjoyable, as if you are shopping on
Amazon.com
. Technology supposedly makes our lives easier and more enjoyable. However,...
Read More »
Tagged With:
Accpac
,
AP invoices
,
Coupa
,
integration
,
procurement
,
purchasing
,
Sage
,
Sage 300 ERP
/ 5064 Views
What Makes Software Development So Risky?
by Brian Terrell
Often, I spend time with prospects or customers who intend to engage a software developer to automate a business process. No one considers this technology purchase trivial. Buyers get nervous because they hear real horror stories from their peers, or the media, about the unending and ever more expensive projects. I agree that software development is risky, bu...
Read More »
Tagged With:
Automation
,
Business Process
,
Success
/ 3718 Views
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