The State of Data Onboarding

B2B software can't move forward without customer data. This process, known as data onboarding, has the potential to directly affect the value a customer sees in a product. A critical stage during the customer onboarding journey, data onboarding tasks product and engineering teams with ensuring every onboarding touchpoint is intuitive, and optimized.

However, data onboarding has been largely isolated from true innovation. Enter Flatfile.

In this report, we explore Flatfile's research compiled with data onboarding survey results, the challenges B2B companies are facing when it comes to migrating customer data and finally, what they are doing to overcome them.

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Flatfile For Data Onboarding – Webinar

B2B software can't move forward without customer data. Getting that data into a software product, however, is critical for customers to understand the true value of an application.

A reliable, intuitive data onboarding solution helps companies deliver an exceptional customer experience when it matters most – minutes after signing up for a product. This ensures that customer data is imported quickly, without errors, allowing the customer to see the true value of what they signed up for.

Flatfile is leading innovation in data onboarding, with two B2B products that solve this critical pain-point for companies with machine-learning, intuitive UX experiences, and an unmatched drive to automate data onboarding – without sacrificing data quality, and security.

Interested in how Flatfile can help your company?

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Flatfile For Data Onboarding

Data onboarding, the process of migrating critical B2B data between systems, or importing directly from customers, has been neglected from true innovation.

Companies from startups all the way through enterprise operations struggle with data onboarding. Patchworks solutions include: using CSV templates, creating custom scripts to handle complex import flows, or simply hiring expensive services teams to manually onboard data.

Flatfile is leading innovation in data onboarding, with two B2B products that solve this critical pain-point for companies with machine-learning, intuitive UX experiences, and an unmatched drive to automate data onboarding – without sacrificing data quality, and security.

Interested in how Flatfile can help your company?

Get Whitepaper

The State of Data Onboarding

B2B software can't move forward without customer data. This process, known as data onboarding, has the potential to directly affect the value a customer sees in a product. A critical stage during the customer onboarding journey, data onboarding tasks product and engineering teams with ensuring every onboarding touchpoint is intuitive, and optimized.

However, data onboarding has been largely isolated from true innovation. Enter Flatfile.

In this report, we explore Flatfile's research compiled with data onboarding survey results, the challenges B2B companies are facing when it comes to migrating customer data and finally, what they are doing to overcome them.

Get Whitepaper

The Innovator’s Guide to Strategic DAM Replacement or Consolidation

In the most forward-looking and successful companies, DAM is no longer just about marketing. Rich-media assets are now recognized as a foundational component of the digital supply chain that stretches across the whole enterprise. Content itself is becoming more ephemeral in nature.

Handcrafting each new asset from scratch as an individual work of art is being replaced by increased reuse of assets, and a rise in system-generated assets. Video has become mainstream and new types of online media types are emerging, such as 3D models, virtual and augmented reality, and even holography.

As business requirements change and new challenges emerge, your traditional Digital Asset Management system is probably at its breaking point or has been circumvented by various ad-hoc workarounds. Without taking action, the value of your assets will remain locked in isolated systems, where they will wither away, rather than making a measurable contribution to business growth. It’s time to step into the future.

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7 Ways to Accelerate Products to Market

This guide, created for managers and executives at product-driven companies, answers three main questions:

  • How does accelerating product introduction grow market share in an era of market disruption?
  • What opportunities for acceleration exist throughout the product design, development, and go-to-market process?
  • Why do many efforts to streamline and accelerate product development fail to deliver real results — and what is required for success?

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B2B Commerce New Solution Checklist

Online B2B Commerce is evolving quickly, and if you haven't researched your options in awhile, there may be lots of capabilities that have become available since your last software investment. This checklist will guide you through various topics to help you determine what your next solution needs to support, and help you know which topics to ask about during your research!

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Query Optimization

This article explores using a simple example problem of finding unique column values in a moderately large data set. As is often the case in analogous real-world problems, the column of interest will have relatively few unique values, compared with the number of rows in the table. There are two parts to this analysis: creating the sample data, and writing the distinct-values query itself.

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Learn why you should be outsourcing tax compliance

Common Misconceptions About Outsourcing Sales Tax Compliance

As we talk to tax executives across the U.S. about sales and use tax returns outsourcing, we’ve found there are a number of misconceptions that prevent companies from considering this option. Understanding the truth about the issues and the marketplace offerings will prove that outsourcing compliance can be a valuable alternative for a tax department, allowing you to re-focus valuable resources within your business while remaining budget conscious.

With the right provider, outsourcing returns can produce substantial benefits to your tax function—hiring an expert services provider enables you to hand off the administrative tasks of returns preparation, filing and treasury management, while staying firmly in control of compliance.

Download our white paper to learn about some of the misconceptions surrounding outsourcing returns and discover why outsourcing returns can be a valuable alternative for a tax department.

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Reduce cost and increase efficiency by outsourcing the sales and use tax returns process

Returns Outsourcing: What's It All About?

With changing market conditions, companies are looking to adapt quickly and efficiently. These plans can include re-visiting business plans, reducing costs, refocusing staff, implementing new work processes, and much more. By choosing to outsource with us, businesses can regain critical resources which are typically drained by returns preparation, re-focus their tax staff on more value-added work, reduce time spent on the administrative aspects of compliance, and more.

We provide scalable returns services by producing signature-ready PDF returns or you can outsource the entire returns function. Send us your company's tax data and we can handle the returns preparation and filing, communicating with tax authorities in all jurisdictions, managing funds and payments, credit handling, and resolving notices.

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Boosting user efficiency and productivity in the work-from-home economy with Microsoft Dynamics

The average company has over 300 mission-critical apps to support. With most employees now working from home, CRM applications must adapt to users, not the reverse. WalkMe running on Microsoft Dynamics 365 can create a user-friendly CRM environment to help build a more efficient and productive workforce.

In the webinar The Economic Impact of Digital Adoption, Microsoft and WalkMe will partner to bring experts who will discuss how to unveil the power of digital adoption across Dynamics 365 and its economic impact on your business. Watch the webinar NOW to explore:

  • Accelerating onboarding and adoption of Dynamics 365
  • Seeing and understanding usage, bottlenecks, and user productivity with Dynamics 365 adoption
  • Streamlining change management and automating best practices
  • The business impact of digital adoption and reaching up to 368% ROI

Speakers:

  • Amir Farhi, Chief Business Development Officer, WalkMe
  • Zach Cohen, North America Partner Manager, WalkMe
  • Jim Kvoriak, Enterprise Sales Engineer Team Lead, WalkMe

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State of Malware

As entire businesses switched to remote working, IT teams found themselves trying to fit months-long projects into days, with security an unfortunate but understandable casualty. Faced with a new landscape, cybercriminals ditched some old tactics and placed a new emphasis on gathering intelligence. And as people adapted to their “new normal,” scammers exploited their isolation with a resurgence in tech support scams. New adversaries crawled out of the woodwork, too. April’s global shutdown was accompanied by a staggering rise in the use of stalkerware, a shorthand term for the type of mobile monitoring and spyware apps that are sometimes deployed by abusive partners.

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MSPs: The 5 essentials from your endpoint security partner

Managed Service Providers (MSPs) are an important part of the IT environment, providing the knowledge and the trusted partnerships that enable organizations of all sizes to embrace innovations made available by our era of digital transformation.

While there has never been a more exciting time to be an MSP, there are also many challenges MSPs must navigate to acquire and preserve long-lasting client relationships. Specifically, MSPs cite maintaining profitability (27 percent), bolstering growth (33 percent), and managing cybersecurity (30 percent) as some of their top business issues.

When it comes to managing cybersecurity, safeguarding client endpoints is a critical piece of the MSP service offering. MSPs should have an endpoint security vendor that helps them overcome common issues that can cut into profits and lead to client churn.

Your selected endpoint security vendor should ensure that you can streamline your client deployments, simplify your ability to prioritize your response efforts, and manage your clients at scale. Ultimately, your vendor should optimize the efficiency of your time and efforts so that you can continue to grow your business and maximize revenue.

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Malwarebytes integration with ConnectWise Automate

Malwarebytes is a leader in the endpoint security space for MSPs with a best-in-class endpoint security portfolio. Its integration with ConnectWise Automate syncs data between both solutions so you can deliver strong client endpoint security using the latest Malwarebytes scanning and remediation tools. MSPs can also uncover new options for generating revenue by offering endpoint security as a new product and service offering.

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