Allegient Blog

It's a Small SharePoint World

Posted by Kelli Ellis | September 22, 2014

I remember the first time I attended a chess tournament. My son was interested in the chess club at school, and since he was only in fourth grade at the time my husband and I joined him. I was fascinated to find that it was somewhat a world of its own – like a world within our own world. Everyone had the same collapsible chess board in a blue carrying bag with a chess clock. They seemed to have a language of their own, see this very long glossary of chess terms. One sign said, “Skittles here” but I didn’t see any candy (see definition below). I felt like an interloper. My son enjoyed the day, but determined chess was just not the thing for him.

Skittles - A casual or "pick-up" game, usually played without a chess clock. At chess tournaments, a skittles room is where one goes to play for fun while waiting for the next formal game.


Read More

Allegient - A Two Week Perspective

Posted by Albert Chan | September 16, 2014

Hello! My name is Albert Chan, and I’m a new Business Analyst in the Platform Solutions group here at Allegient. I started about 2 weeks ago, and since then I have been considering writing a blog that would detail my experiences for a very important reason; I think my experiences may be helpful to others who may be looking at Allegient as a place to advance their career. Some things that I plan on writing about include: my background, life at Allegient and its culture, working with clients, what new stuff I’ve learned, and perhaps just general thoughts about the industry. I’m sure other topics will come and go as well, but this blog will mostly be about my time at Allegient as a new team member.

Read More

Work Hard, Play Hard: Super Smash Brothers Melee Tournament

Posted by Albert Chan | September 12, 2014

During my first day at Allegient, I was introduced to the Big Board. The Big Board is a slide show display of recent and important company information. Events such as new hire announcements, company metrics, company outings, and other interesting news. One such announcement was that there was a Super Smash Brothers Melee Tournament on September 4th, 2014. I think one of my first questions during orientation were, “So what’s with this Super Smash Brothers Tournament?”

Read More

How To Make It Easier To Create A Plugin For The XrmToolBox

Posted by Daryl LaBar | September 8, 2014

The XrmToolBox is an awesome collection of tools for CRM (both CRM 2011 and CRM 2013).  If you haven’t used it before, stop reading this and download it now.  Go ahead.  I’ll wait.

Welcome back…

To date I’ve created 2 plugins for XrmToolBox, Option Set Converter and Early Bound Generator.  While developing them I discovered that there really needed to be a base plugin control to make it simpler to perform CRM calls and perform asynchronous calls. The base class that I ended up with made development a lot easier for me, and could be very helpful for the rest of the community, so I’m going to highlight it now, the PluginUserControlBase.  (I sent this blog to Tanguy and it looks like it will be added to the actual code base!)

Read More

Less Confusion – More Accuracy: Collaboration and RM

Posted by Kelli Ellis | September 2, 2014

I’ve been researching lately about requirements management tools (see previous blog here) and one cannot help but notice the emphasis that has been placed on collaboration over the last few years. Not only is this a newer technology that has begun to soar in corporations, but I now see the strong advantage of utilizing collaboration with requirements management.

It’s difficult to sit in a conference room with someone you’ve never met and talk to them about a system they use every single day while truly capturing what they think and how they feel about the system. A Business Analyst may listen, but hear something that doesn’t exactly match what the person was trying to convey. With collaboration, requirements can be read and then discussed online for everyone to see. As the discussion takes place, the requirement can be updated and massaged until it accurately reflects the need.

Read More

Remove Dynamics CRM 2013 Business Process Flow

Posted by Jeremiah Theurer | August 26, 2014

Recently, a client asked us to perform a Microsoft Dynamics CRM 2011 On Premises to CRM 2013 On Premises upgrade.  After reading through pages of upgrade guides and how to articles, I felt our team was very prepared for the upgrade. We conducted the upgrade in a test environment without any trouble, but as we were investigating our newly upgraded system, we noticed some of the entities had the new Business Process Flows enabled and these flows were appearing at the top of the entity forms.  For most clients who are upgrading to CRM 2013, this is a huge plus as it is added functionality and can help members of the sales team conduct their sales in a standardized manor. This client, however, did not want to add the Business Process Flows feature to the system.  Our team was then tasked with removing this feature from the upgraded system.

Read More

SQL Saturday 2014: Indianapolis

Posted by Warren Sifre | August 21, 2014

Going into SQL Saturday Indianapolis, I was a little nervous about delivering a presentation on a topic that had been heard many many times in the last four to five years. My approach was to give it a little twist by not just going over the basics, but also providing some advanced techniques for managing some of the common situations DBAs (Database Administrators) find themselves in.

The session was titled 'DBA Monitoring and Maintenance Fundamentals'. Having close to 30 attendees in the session, it seems the gamble paid off and the session was well received. Comments recieved were positive and constructive. Highlights of the constructive comments were "Don't move so much when delivering the content," and "Reduce the time you spend on introductions." It was great to understand people's reception of the content. So I'd like to say thank you to all who left comments on the evaluation sheets.

Read More

Knowledge and Information Are Not Equal: The Case For Consultants

Posted by Khurram Chaudhry | August 19, 2014

Let’s begin with a game. How focused are you? If you have taken this test before or in case you have seen this video earlier, you can proceed forward. But for the rest of you, please and I repeat please do not proceed forward without seeing the video bleow. The rest of the blog is going to be based on how well or how did you perform in the test.

See if you can count the number of times the white team passes the ball to another player.

Read More

The Wonderland Called Technology: A Competitive Advantage

Posted by Khurram Chaudhry | August 11, 2014

One of my favorite dialogues from Alice in the wonderland is:

“Alice came to a fork in the road. ‘Which road do I take?' she asked.

'Where do you want to go?' responded the Cheshire Cat.

'I don't know,' Alice answered.

'Then,' said the Cat, 'it doesn't matter.”

― Lewis Carroll, Alice in Wonderland

In order for any decision to be made it is very important that we know where we want to go. Setting these strategic goals is the most important thing for any enterprise. Once you have set these strategic landmarks explicitly, the decision making process becomes a lot easier. Strategy as pointed out by Vijay Govindarajan used to be about protecting competitive advantage, but not anymore. Today it is about finding the next advantage.

Read More

Business Analysis and Relationships

Posted by Kelli Ellis | August 7, 2014


I am a Business Analyst, with experience in various industries (Software, Healthcare, and Finance).  I’ve recently switched positions to begin working as a consultant.  I am discovering that the consultant aspect appeals to me for many reasons – not the least of which is the importance of developing relationships.  By the time I arrive on a scene, my company ( has already established a relationship with our client.  Business Development may start the relationship, but it is the project team’s turn to continue the cycle.  We are placed on site as specialists who can get a specific job done, and how well we perform that job determines the relationship.  And yet there is a bit more to it than even that - we have to do our job well, but we also have to be pleasant to work with, trustworthy, flexible, honest, etc.

Read More