Insights

Articles & E-Books

Thought-provoking insights on long-range organizational issues.

Wipfli is dedicated to business leaders and their organizations. We bring you thought-provoking articles on long-range organizational issues related to people, processes, technology, customers, and financial management.

When to switch from a SIMPLE IRA to a 401(k)

Is it time to replace your SIMPLE IRA with a 401(k) plan?

A SIMPLE (Savings Incentive Match Plan for Employees) may have seemed like a cost-effective solution when you were first launching your business, but it’s likely time for a change if your business is growing and you need more flexibility in your plan provisions. 

Sep 13, 2019
By: Deborah Teske

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What is bi-directional synchronization for Concur?

If you use either of Wipfli’s Concur connectors, ExpenseConnect and InvoiceConnect, you may be wondering if you need the bi-directional synchronization module. Or maybe you’re considering getting the connectors and don’t know how bi-directional sync comes into play.

Sep 12, 2019
Services: Consulting, Technology
By: Michelle M. Starkey

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Data-driven hiring decisions: Improve the rate of offer acceptance, retention and payroll budget management

In your search to fill a technical position, you’ve found the candidate that fits your firm’s skill requirements and culture. But how can you be sure your offer will effectively compensate this qualified candidate? 

Sep 12, 2019
Services: Consulting, Technology

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How comparing department-level financials helps casinos make strategic decisions

Are you tracking data in vast Excel spreadsheets? Does it cost you hours in manpower to maintain those spreadsheets?

Sep 10, 2019
Industries: Tribal Gaming and Government, Tribal Gaming, Nonprofits
Services: Consulting, Technology
By: April D. Bacon

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Internal controls and 3 other proactive approaches to fraud prevention

Fraud prevention is a pretty well-searched topic, and for good reason. Business owners want to keep their organizations safe and secure. They want to be able to trust their employees. They don’t want to just react to fraud; they want to be proactive and prevent it.

Sep 09, 2019
Services: Business Valuations, Fraud and Forensic Services, Litigation Support Services, M&A and Transaction Support
By: Carly S. Jacobson

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Accessing MVC view model properties in a loop

With Model–View–Controller (MVC), it’s easy to access the model that’s bound to a view, and then display the various property names and values. The scaffolding feature does just that. However, I wanted to display the property name (or display name) and its value, one property per line, for emailing purposes, so I was looking for a way to loop through the properties. This was so that if the model changed in the future, no changes would be needed in the view.

Sep 06, 2019
Services: Consulting, Technology

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CRM Rest Builder: A useful tool for working with CRM 2016’s Web API

Microsoft Dynamics CRM 2016 introduced the Web API, a new endpoint allowing the creation, deletion, updating and retrieval of CRM data. While Microsoft has stated that the old 2011 endpoint will remain to support backward compatibility, it ideally should not be used for new development. 

Sep 06, 2019
Services: Consulting, Technology

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How nonprofits are solving big challenges using the cloud

As the world grows more complex, technology has proved itself not only a symptom of that complexity but also a key solution to it. How often have you felt left behind because you don’t have the technology other nonprofits are leveraging?

Sep 04, 2019
Industries: Nonprofits
Services: Consulting, Technology
By: Brian Dietz

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Integration in spend management: Why CRE firms can’t afford silos

When it comes to running a construction or real estate business, the right things need to happen at the right time. 

Sep 03, 2019
Industries: Construction and Real Estate
Services: Consulting, Technology
By: Matt Rowley

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HR strategy: Create a proactive people-plan that speaks to your leaders’ real goals

What’s keeping your CEO up at night?

Chances are pretty good it’s talent. According to a poll from The Conference Board, CEOs ranked talent issues as two of their top three internal concerns. 

Sep 02, 2019
Industries: Organizational Performance
By: Julia A. Johnson, Deron J. Kling

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