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Showing posts from April, 2020

Serenic Software Acquires InfoStrat

This week marks the biggest news ever for InfoStrat – the company that I founded 33 years ago.
We are pleased to announce that InfoStrat was acquired by Serenic Software, through its parent, Sylogist Ltd. We are excited to join an organization who offers complementary solutions for key markets including public sector, nonprofit and NGO organizations. This is a significant investment and another example of Serenic’s dedication to service and growth in its key markets. Sylogist’s stock is traded on the TSX Venture Exchange under the symbol SYZ.
I am thrilled to have the opportunity to contribute to this company and to reach a larger and broader customer audience in the United States, Canada, and Europe. We will continue to create and deliver successful software implementations in our key markets delivering solutions that meet customer requirements and exceed their expectations.

Congratulate Jimmy Kuo for 20 Years at InfoStrat

I am happy to congratulate Jimmy Kuo on his 20th work anniversary at InfoStrat.  Jimmy has served as our chief technology officer and director of the InfoStrat Azure and SharePoint practices. 

More than that, Jimmy has exemplified that can do attitude and continuous learning that InfoStrat seeks in its consultants.  He is one of the few people I have known who are both developers and infrastructure experts.  For this reason, our consultants contact him with the most challenging issues. 

Jimmy lead InfoStrat in developing our hosting and cloud strategies.  He has maintained InfoStrat infrastructure even while being fully engaged in client projects.  In the face of all the challenges we have thrown at him, Jimmy maintains a great sense of humor and devotes himself to his family. 

We are lucky to have Jimmy in the InfoStrat leadership team.

InfoStrat's Robert Shurtleff Named as Microsoft Dynamics 365 FastTrack Recognized Solution Architect

Congratulations to InfoStrat Senior Solution Architect Robert Shurtleff as one of the 36 elite 2020 FastTrack Recognized Solution Architects for Dynamics 365.

FastTrack Recognized Solution Architect is a recognition conferred by the Dynamics 365 product engineering team upon a practicing solution architect, for consistently exhibiting deep architecture expertise and creating high quality solutions for customers during Dynamics 365 FastTrack governed engagements. A FastTrack Recognized Solution Architect typically works for a system integrator partner with a Dynamics 365 practice. Read about the architects who have achieved this distinction below.

Learn more about the elite pool of solution architects at

User Stories for Dynamics 365 for Government Contractors

[COVID-19 Note: When the COVID-19 crisis took hold over the United States, I stopped blogging.  Now that we have become more accustomed to our current social distancing and have a clearer forecast of the end of the crisis, I am back.]

One of our most popular InfoStrat solutions is Dynamics 365 for Government Contractors.  At some point, most government contractors reach a point where they are no longer content to track their sales pipeline in a spreadsheet and the adopt a customer relationship management (CRM) product to manage the capture process.

Unfortunately, the most popular CRM products such as Salesforce and Microsoft Dynamics 365 do not contain the opportunity fields, capture processes or reporting that a government contractor needs. They do not reflect all the stages for a government sale such as presolicitation, request for information, request for quote, best and final offer, oral presentations, downselecting and more.

User stories which describe your sales processes are e…