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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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Clients First Top 100 ERP VAR

June 28, 2018 / 0 Comments / in Acumatica Partner, Clients First Dynamics Partner, Dynamics 365 for Finance and Operations, Dynamics Business Central, Dynamics Partner, Top Var / by Nancy Phillippi

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.

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Top Reasons to Engage in a Fixed Fee ERP Implementation

June 21, 2018 / 0 Comments / in Acumatica Cloud ERP, ERP Software, Fixed Fee Acumatica, Fixed Fee ERP, No per user license ERP, Quick Turn Implementation / by Nancy Phillippi

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.

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The Latest in MRO Repair Software for the FBO is Here

June 15, 2018 / 0 Comments / in Acumatica Cloud ERP, acumatica software, aviation repair software, erp mro solution, FBO, FBO software, MRO Software, MRO Software Maintenance, Repair & Overhaul, ProMRO / by Nancy Phillippi

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!

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FastTrack to Dynamics 365

June 04, 2018 / 0 Comments / in Dynamics 365 for Operations, Dynamics 365 Enterprise / by Nancy Phillippi

Microsoft FastTrack is an onboarding and adoption assistance program used along with your Dynamics 365 Partner. Along with Life Cycle Services Microsoft has developed a set of tools that provide value and assist in the implementation process instead of adding a lot of overhead. If you recall the SureStep program then you understand what I mean by 'overhead'.

FastTrack is a remote program with Microsoft engineers and architects who are part of the broader Dynamics 365 engineering organization. Based on our experience are largely project managers, but they are also very helpful.

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Freight Auditing for Pacejet

May 29, 2018 / 0 Comments / in Clients First Dynamics Partner, Dynamics 365 for Finance and Operations, freight costs, Pacejet, shipping solution, Uncategorized, Webinar / by Nancy Phillippi

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.  

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How Much Do You Get Back from the Cloud?

May 23, 2018 / 0 Comments / in Acumatica Cloud ERP, Manufacturing Software / by Lindsay Brown

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.

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