Andrew J. Potasek
Principal
Andrew Potasek utilizes his 11 years of consulting experience to provide process and design expertise to Wipfli’s clients. As a principal in our front office practice, his high level of flexibility allows Andrew to contribute to multiple service offerings and industries. His diverse project experience focuses on Microsoft Dynamics® D365 technologies, but includes process assessments, BI, and SharePoint. Andrew is highly respected for his motivation, flexibility, and technical knowledge.
Certifications
- Microsoft Certified Technology Specialist in Microsoft Dynamics® D365 Customization and Configuration
Professional memberships and activities
- University of Minnesota Alumni Association
Services
Business consulting servicesAreas of Focus
- D365 Functional Architect
- Project Management
- Business Analyst
- Process Improvement
- Non-Profit, Manufacturing, and Financial Institutions
Education
University of Minnesota Carlson School of Business- Bachelor of science degree in marketing and entrepreneurial management
Recent Insights
Articles
Always be nurturing: Using data to keep association members engaged
Feb 23, 2022
What nonprofits need to know to improve and streamline the experience for clients and staff
Sep 30, 2021
How one nonprofit used technology to address the increasing and shifting needs of its communities and constituents
Aug 06, 2020
How to build a tech-enabled volunteer strategy
Jun 10, 2020
What Microsoft’s free 6-month trial of Power Apps means for eligible nonprofits
Apr 17, 2020
Blogs
Reopening during COVID-19: Microsoft Return to Workplace solution
Sep 23, 2020
Let us help you help them: 5 ways centralized intake could transform your nonprofit
Nov 12, 2019
Implementing New Technology? Your Nonprofit Can’t Afford to Overlook the Change Management Process
Apr 25, 2019
Nonprofits: Maximize Your Relationships With Dynamics 365
Oct 29, 2018
How to Drive Performance, Profits and Efficiency Using Project Service Automation
Oct 22, 2018
Give Your Dynamics 365 System a Check-Up
Oct 02, 2018
Webinars
How to select the right CRM for right now — and your organization’s future
Nov 02, 2021
How to quickly implement new COVID-19-response programs with CARES Act funding
Nov 05, 2020
What is Power Apps? How to utilize Power Apps and the Power Platform
Sep 16, 2020
Webinar: Build Better Experiences with Dynamics 365 for Project Service Automation
Sep 12, 2018
Accelerate Your Performance With Dynamics 365
Aug 15, 2017
In The News
External News
Precise Targeting, from Basic to Pinpoint
The NonProfit Times | Jun 01, 2022
