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Nancy Phillippi

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Acumatica Most Valuable Professional

January 23, 2019 / 0 Comments / in Why Acumatica, Acumatica Summit / by Nancy Phillippi

Ron Fairchild the CFO at Texas Scenic has been named the 2019 Acumatica Most Valuable Professional. Texas Scenic is one of Clients Firsts' Acumatica customers with a focus on specialty manufacturing and construction. The implementation of Acumatica for Texas Scenic with Ron at the helm has created a

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Manufacturing Trends for 2019

November 13, 2018 / 0 Comments / in Dynamics 365 for Finance and Operations / by Nancy Phillippi

Microsoft released a new whitepaper outlining six trend predictions for the upcoming year. This is interesting reading, but it also brings to mind that many manufacturing companies are behind the technology curve and do not even have an ERP system that was designed in this century. If that's the case it is still possible to utilize some of the latest technologies to improve your business data and analysis. Of course the first step is to upgrade your ERP system to Dynamics 365 to keep and hire staff easier, have more accurate data with the latest in software tools, and a lot more.

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MRO Software Core Tracking

November 09, 2018 / 0 Comments / in Acumatica Cloud ERP, Core Tracking and Returns, MRO Software, MRO Software Maintenance, Repair & Overhaul, ProMRO / by Nancy Phillippi

MRO (maintenance, repair and overhaul) companies that we have worked with over the years always have one request: Core Tracking.  This is huge in the Aviation industry and for equipment repair of turbines or motors.  In some instances cores are limited due to the government not authorizing new data tags or the equipment is being phased out.   Clients First knew we had to have this functionality in our new MRO solution: ProMRO or ProFBO for Acumatica.

Core Return for MRO Aviation or Equipment

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Date Deadlines for Dynamics AX Customers

October 17, 2018 / 0 Comments / in Microsoft Dynamics AX, ERP Implementation, Dynamics 365 for Finance and Operations, Dynamics AX Upgrade / by Nancy Phillippi

Time is running out for Dynamics AX customers to take advantage of the transition or upgrade to Dynamics 365 for Finance and Operations.  There are several dates to consider in addition to your implementation plan: Mainstream and Extended Support for AX 2009 - 2012 and the Discount End Date for making the transition to Dynamics 365 for Finance and Operations in the Cloud.  

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Acumatica's Latest Release: 2018 R2

October 15, 2018 / 0 Comments / in Acumatica 2018 R2, Acumatica Cloud ERP, Acumatica New Release / by Nancy Phillippi

Six of Clients First staff and several customers and prospects attended the Acumatica 2018 R2 release Roadshow Tuesday October 9, 2018.  Even with horrific weather the meeting room was full with about 75 partners, customers and prospects.  One of our customers Trinity Fellowship Church flew in from Amarillo to attend and speak on the customer panel, however their arrival time went from 9 AM to 2:30 PM with a detour to Little Rock.  That's dedication to Clients First and Acumatica.  We appreciate them as a customer!

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Factory of the Future for Manufacturers

October 03, 2018 / 0 Comments / in Manufacturing ERP Software, Dynamics 365 for Operations / by Nancy Phillippi

What is the factory of the future? When I think about the future for manufacturing companies I envision the basics and at a minimum, workers having mobile access to their work orders, instructions, and their time sheets. Ultimately having immediate access to quality tests and results, and deprecating inventory from the work order would be ideal. Integration to suppliers and distributors through EDI with a robust ERP with strong inventory forecasting or master planning module would be key. The next steps would be building a service department focused on the repair and maintenance, and preventative or predictive maintenance of the products produced. Adding a set of technology tools such as remote monitoring through Industrial Internet of Things (IIoT) and AI to next to existing ERP would be ideal.

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Charting Your Course: Two Guides Highlight ERP Selection Process

August 22, 2018 / 0 Comments / in Uncategorized / by Nancy Phillippi

Few software decisions are as challenging or as potentially lucrative as the decision to upgrade or replace enterprise resource planning software. While the decision to make the move to new ERP software can give you more visibility into your business, free your employees from manual processes, and put your company on the path towards growth without growing pains, the implementation process is risky and challenging.

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Proceeding Confidently When Making an ERP Decision

August 01, 2018 / 0 Comments / in Acumatica Cloud ERP, ERP Software / by Nancy Phillippi

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.

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

July 11, 2018 / 0 Comments / in Acumatica Cloud ERP, ERP Software / by Nancy Phillippi

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.

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Clients First is a Top 100 VAR at Number 23

July 06, 2018 / 0 Comments / in Dynamics 365 for Operations, Microsoft Dynamics AX, Microsoft Gold ERP CSP Dynamics Partner / by Nancy Phillippi

This year's list of the Top Value Added Resellers (VAR) or Partners has been released by Bob Scott's Insights. Clients First ranked number 23 this year which is about where we are listed every year in the Top 100 VAR ranking. What this means to customers is pretty much summed up by our Managing Director, Mike Conti "We are big enough to have the resources needed to provide a successful implementation and small enough to care."

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