The Situation: Eric Ashton, VP of Information Technology for Royal United Mortgage, was noticing the outstanding customer experience provided by their loan advisors was at risk of deteriorating. “We train our folks to dig deep and ask the questions that go beyond a simple refinance. We build a positive rapport and relationship to set ourselves Read the full article »
Leaf Blog
Leaf Blog
Insights and success stories to help make the most of your business solutions.
Indiana CPA Society Leads by Example – Moves Accounting to the Cloud
The Situation: Jenny Norris, Vice President of Finance for the Indiana CPA Society (INCPAS) was faced with a dilemma. Her legacy accounting software system was coming to its end of life, no longer supporting critical tax updates. While she had budgeted appropriately to migrate to a cloud-based software as a service solution, the COVID-19 pandemic Read the full article »
Are You a Finance Superhero? Closing the Midsize Performance Gap: Why It May Be Time to Change
Experts join Ventana Research to talk closing the midsize performance gap Thursday, July 22nd at 1 PM ET. Plenty of midsize organizations are teetering on the cusp of greatness, but just can’t quite figure out how to reach the next level. One way to give your organization the extra nudge it needs? Become a finance Read the full article »
CarDon Senior Living Transforms Tracking and Reporting with Power Platform
The Situation: With operating procedures changing fast due to the coronavirus pandemic, CarDon needed to ensure the safety of its senior living community residents and associates by employing a comprehensive testing, tracking, monitoring, and compliance solution. Tom McClelland, Executive Director, IT for CarDon noted, “When COVID-19 reared its head in March 2020, we immediately needed Read the full article »
Indiana Firms to Provide Services on $12.6 Billion Department of Defense Contract
10-year contract with the Defense Intelligence Agency (Carmel, IN April 18, 2021) Five Indiana-based companies: Leaf Software Solutions (Carmel), The Mako Group (Carmel), Lifeline Data Centers (Indianapolis), infosentience (Bloomington) and 3DGS (Carmel), will perform services on the Defense Intelligence Agency (DIA) Solutions for Information Technology Enterprise III (SITE III) Indefinite Delivery/Indefinite Quantity (IDIQ) contract vehicle. Read the full article »
Case Study: Probo Medical’s Growing Pains Compel Accounting Software Upgrade
Find out how Probo Medical successfully navigated through big business changes during fast-paced growth by implementing a Sage Intacct Cloud Accounting solution. At Probo Medical, moving away from QuickBooks was paramount, since handling a multi-entity structure with multi-currency capabilities, integrating Salesforce, and customizing the accounting functions and reporting features were necessary for the continued success Read the full article »
Just Published – 2021 Nonprofit Technology Trends Report
Hot off the press is the 2021 Nonprofit Technology Trends Report. The report shares the results of over 500 nonprofit finance leaders who participated in the survey. Available in the report are the survey results around the topics of funding and donors; programs and services; communication and constituent engagement; market trends; technology; and accounting and Read the full article »
Leaf Software Solutions Named as One of the Best Places to Work in Indiana 2021
CARMEL, IND. (February 24, 2021) – Leaf Software Solutions was recently named as one of the Best Places to Work in Indiana. This 16th annual program was created by the Indiana Chamber of Commerce and Best Companies Group. Leaf Software Solutions has earned Hall of Fame status, as this is the 10th year earning the Read the full article »
Combine Your Business Applications Under One Common Platform – Microsoft Teams
Are your siloed applications prohibiting your business from being more productive? Let us help you discover a consolidation platform you may already be using for simple conferencing and collaboration: Microsoft Teams. We can leverage the tools Microsoft has created to bring together your business applications onto a single platform that saves hours every day. Combine Read the full article »
Eliminate Repetitive Tasks with Microsoft Teams
Do you have redundant and inefficient tasks taking place in your organization? Of course, but who wants to admit it? We have discovered additional functionality within MS Teams that goes a long way towards eliminating time wasting activity in your business. Intrigued? Eliminate Repetitive Tasks with Microsoft Teams How can Microsoft Teams be leveraged to Read the full article »