Microsoft 365 – Getting More for Your Investment

This blog was authored by my colleague Grant Rolfes – Assurance Manager

Transportation companies have continued to grow accustomed to the ever-changing landscape of the industry. From additional regulations, staffing challenges, and a volatile interest rate environment, many companies are looking for solutions to increase the efficiency of their organizations. One tool that may be overlooked, or perhaps deemed too costly for the perceived value, is automation.

Transportation companies have taken the plunge in moving away from their traditional exchange servers and into the Microsoft 365 landscape. So many organizations have only utilized this environment for hosted email accounts, and the typical office products like Outlook, Word and Excel. Other organizations have leveraged programs like Teams, SharePoint and One Drive to further dive into collaboration within the organization.

But Microsoft offers so much more.

Using Microsoft 365

Many companies feel lost with where to even begin when considering automation, but if your company subscribes to Microsoft 365, automation is within reach. Application Programming Interface (API) is a software interface that allows two applications to interact with each other without any user intervention.

Imagine bringing to life multiple data bases in a simple pain of glass. Tying together information from our ELD systems with our dispatch to ascertain true revenue per mile, or even revenue per hour. The possibilities are endless.

Within in the Microsoft 365 suite, there are tools that can be utilized to bring you valuable information, without the manual data-gathering, downloading, and analyzing that is required of your already strained teams.

For example, Power BI Pro, is a program within the Microsoft 365 suite, which allows for the use of easy-to-read dashboards.  The development of tailored dashboards can provide insights to management on the performance and efficiency of your company, allowing for automation to drive decision making. These dashboards can provide insights allowing for more accurate and timely management, strategy, and growth, while relieving stretched departments to focus on tasks that provide more value to your organization.

Not only can your company save money on the licensing you may already be paying for, but our CLA team has the experience and expertise to begin guiding you on your automation journey.

How can we help?

CLA can not only assist in guiding your company down the path that is automation, including the development of company or business line specific dashboards (trucking, brokerage, warehousing, etc.), but also can save you money in the process. Reach out to CLA to discuss possible cost-savings with Microsoft 365 licensing or if you’re ready to join forces with CLA Digital to deploy automation in your organization.

  • Managing Principal of Industry - Transportation & Logistics
  • 612.397.3262

Brandon is a CPA and trusted advisor with providing accounting, assurance, tax, and consulting services to transportation & logistics industry companies and their owners. Brandon is also the Managing Principal of the Transportation & Logistics Industry Group at CLA.

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