Making an ERP Decision

Proceeding Confidently When Making an ERP Decision

At Clients First Business Solutions, we’ve been in this business long enough to understand that decision makers and end users alike are often nervous about the idea of an enterprise resource planning (ERP) replacement or upgrade. Whether they have heard horror stories about ERP implementation failures, they’ve read research about dismal success rates, or are just worried about the major change it could have on the way of doing business, there are many reasons someone may want to proceed with caution.

In all fairness, they have the right to be nervous. As one of the leading value added resellers in the nation in both size and innovation, we’ve seen what the wrong software or wrong fit can do to an implementation, and our clients trust us to give straightforward, value-based advice on how to proceed; no hype, no exaggeration.

Following our last blog, which looked to provide a jargon-free overview of the cloud and business intelligence software, we would today like to share with you two new guides that will help you know when it’s time to upgrade your ERP system and whether the cloud is the right deployment option for your business.

Is Now a Good Time for an ERP Replacement?

Whether you’ve noticed that your ERP is no longer living up to your expectations, you’ve outgrown your current solution, or you’re seeing that your software is reaching its expiration date, you’re about to enter a tumultuous time at your business.

Once any of the three aforementioned events happen, the clock may be ticking on an ERP change, but the only thing more dangerous than continuing on with the status quo is jumping hastily into an ERP upgrade without all of the facts. Too often, businesses will jump into a decision without properly vetting vendors or partners, resulting in mismanaged expectations or ERP failure.

However, if you can realize the warning signs before an outdated or underperforming ERP solution begins to falter, you can start taking measurable, logical steps towards change—rather than charging into an implementation without the facts. To help you see these warning signs, our friends at Acumatica wrote When Should You Replace Your ERP System to explore the early warning signs of ERP failure and the benefits of a modern ERP solution.

ERP Failure: Early Warning Signs

  • It does not support the needs of the business (lacks functionality, is hard to use, response time is too slow)
  • Operating costs are too high
  • You rely on spreadsheets to get things done
  • Executives get little useful insight from the system (lack of dashboards, self-service BI, or they are difficult to use)

If any of these sound like you, maybe it’s time to start perusing your options. We invite you to download the free guide on timing your ERP replacement from Acumatica.

View Guide Now

Should You Move Your ERP to the Cloud?

If any of the above pain points hit home and you’re starting to look at your next steps, one of the first questions you will need to ask revolves around the deployment option. On-premises, hosted, cloud/SaaS—each offers its benefits, but with so many companies moving to the cloud, you may be wondering if it’s right for your business.

Many companies are pitched on cloud applications as the end-all solution, and while it is right for many companies, it pays to ask the right questions before you elect this deployment option. To address this, our friends at Acumatica have written a new guide to coach you through the options you have so that you can make an informed decision on your next steps.

“Is the Cloud Right for My Business?” considers the costs and benefits of each offering, providing the following takeaways:

  • When done right, a cloud ERP deployment should be invisible to system users
  • When looking at software, consider the software first, then the deployment option. Making the deployment option first limits your software choices and could trap you with the wrong software.
  • Cloud computing doesn’t necessarily cost less (or more) than conventional on-premise deployment.

Download the entire guide, Should I Move My ERP to the Cloud here:

View Guide Now

Making an Informed, Reasonable, and Timely ERP Decision

As mentioned earlier, there often comes a point in your business where your current solution isn’t solving anything, and the two most dangerous options are inaction or haste. We hope that you found these guides to be informative, understandable, and useful, and if you’d like to discuss your ERP journey with the experts, we invite you to contact us for a free consultation.
Acumatica Partner

ACU Benefits of the Cloud

Two Hype-Free Guides to Understand the Value of the Cloud

Over the past decade, the cloud has moved from a fringe deployment option designed for small and medium businesses to an enterprise-ready offering that can handle the needs of global businesses or publicly traded companies. However, it’s also likely you’ve heard a lot of hype and exaggeration about the cloud’s game-changing benefits or disruptive design. Read more

Clients First Top Acumatica and Dynamics Partner

Clients First Top 100 ERP VAR

Bob Scott’s anticipated Top 100 VAR list for 2018 has been released, and Clients First Business Solutions is on the list of the top Acumatica VARs.  Clients First is typically in the top 25 every year for Dynamics 365 for Finance and Operations, Dynamics NAV, Dynamics AX, Dynamics Business Central, Epicor, and SAP B1.

Clients First is pleased to be on the Bob Scott’s top 100 VAR list again.  We are ranked at number 23 which means we are big enough to handle any small to medium sized project with a staff of 99, but we are small enough to care about our customers.  Our strength is in our expertise in Manufacturing, Job Shops, MRO, and Wholesale Distribution.  Focusing on limited industries ensures our team has a limited focus and expertise. Read more

Top Reasons to Engage in a Fixed Fee ERP Implementation

Fixed Fee ERP Project

Fixed fee ERP implementation projects used to be something that I dared not speak of with prospects and customers.  Why?  Because I have been selling software for over 20 years and a few years ago accounting, manufacturing and general business software still had the clunky user interfaces, old back-end technology on proprietary databases, and of course the dreaded installation on suspect hardware.  This can eat up consulting dollars before you even get started.  Well, times have changed!  Software like Acumatica which was recently named a leader in ease of use makes it easy for our Acumatica consulting team to setup a customer using predefined setups that fit about 90% of all companies.  Customers get up and running fast and pay the services in 3 installments.  Budgeting for an ERP project has never been easier.   Really, the project has never been easier either. Read more

ProFBO - ProMRO Software

The Latest in MRO Repair Software for the FBO is Here

We are introducing the latest in repair software for the FBO and MRO: ProFBO and ProMRO for Acumatica.  What’s Acumatica? The fastest growing cloud business software solution with no per-user license fee!

Please join our free Webinar showcasing ProFBO/ProMRO

Wednesday Jul 25, 2018 1:00 PM Central Time

Clients First Texas Register Button

ProFBO is designed for the FBO (Fixed Based Operator) or MRO with a focus on the repair and maintenance of aircraft equipment. ProFBO for Acumatica provides:

  • FAA Aircraft Registry import
  • FAA approved vendors assignment
  • Print and/or email FAA 8130-3
  • Fast quoting
  • Accurate costing and tracking of labor and inventory
  • Tracking and lookup of customer equipment and history
  • Invoicing, receivables, payables, and more in one easy to use system
  • No PER USER LICENSE cost unless you have under 5 users, then you qualify for the SMB Edition

We are very excited about our new product and we look forward to our presentation and working with you!

Clients First is a Gold ERP Partner for Dynamics 365 and Dynamics NAV.  We are also an Acumatica Certified Partner with years of experience in the MRO and manufacturing industry.  Contact us for more information.  800-331-8382 or email info@cfbs-us.com

Freight Auditing for Pacejet

Pacejet continues to improve their shipping solution and the latest helps find incorrect billing which saves you money and saves time for invoice auditing: Freight Auditing.  Just drag and drop invoices into the module, choose the map and click import, run then compare shipping charges you expected, then the carrier invoice charge.   You can also set parameters to only view price deltas in such as rate discrepancies that are not in your favor.  I had no idea that carriers can charge you for address changes.  Pacejet’s shipping solution has that issue covered with an Address Validation feature.   Read more

Manufacturing Cloud Software

How Much Do You Get Back from the Cloud?

The cloud is nothing new, but as the market matures for cloud applications, companies in traditional, conservative industries are jumping on board.

In our last blog, we found that more “leaders” (top 35% of manufacturing organizations), were more than three times as likely to utilize cloud ERP for its ability to provide easy updates, increase agility, and enhance visibility for companies using this deployment method. Today, we would like to look at another key factor in the decision-making process, discussing just how much money the cloud is worth to organizations. Read more

End-to-End Manufacturing ERP

How End-to-End ERP Brings Manufacturers Closer to Their Goals

It’s well known that ERP is prevalent in the manufacturing community, but according to our last blog, few manufacturers are making the most of it. With the manufacturing environment more competitive than ever, the gap between “leaders” and “followers” is broadening. According to recent Aberdeen research, there is still hope, but the window of opportunity is shrinking.

In recent years, leaders, defined by Aberdeen Research as the top 35% of manufacturers, have become more attentive to customer needs, increased their presence on a global scale, and took control of their supply chains, and have begun to pull away from the competition. Notably, as discussed in our last blog and a recent Aberdeen report, there is one major differentiator: Complete, Modern, End-to-End ERP. Read more

Dynamics 365 ERP Cloud vs. On Premise: An Installers Perspective

Ben BasomAs the lead in installations for Dynamics AX, NAV, and now Dynamics 365 for Finance and Operations, over the last 15 years I have provided advice to many customers, with the bulk in manufacturing and services, regarding their infrastructure needed to support ERP.   Speaking to today’s business owners there is a lot of confusion around the installation or deployment of Dynamics 365 for Finance and Operations.   Here is my perspective at a high level the pros and cons of deploying Dynamics 365 in the cloud, or on premise. Read more

Modern ERP Manufacturing Leaders

How Modern ERP Creates Leaders in the Manufacturing Industry

Manufacturers have long used enterprise resource planning to manage their finances, take control of payments, and gain visibility into processes. With nearly every manufacturer using ERP software, the difference between leaders and followers isn’t whether or not they have embraced ERP, it’s how they are leveraging it.

According to the recent Aberdeen Group report on the current state of ERP in manufacturing, leading manufacturers (top 35%) are only slightly more likely to use ERP software than their peers, embracing the software at 97% compared to 88% among followers. This means that the leaders are using the software differently. How so? Read on to find out. Read more