Jul 30 2015
Security. It dominates the tech blogs, sprawls across all the news sites' headlines, and even makes its way into your meetings and water cooler discussions. You can never quite escape it. That's why security is the first thing that pops into your mind when you consider investing in ERP software. Which offers your organization the best possible security -- cloud hosted ERP or an on-premises solution? Here's why the cloud-based ERP can provide the best enterprise-grade security you can find.
With an on-premises ERP software system, you are responsible for all of your firewall and anti-virus protection. Not only are you responsible for updating the software, but you also are the one responsible for monitoring your system and looking for any data breaches. When you move into a hosted environment, your software and applications stay the same, but your hosting provider covers all security updates. Most hosting providers have the financial resources to provide absolute best in breed firewall and antivirus software to protect your vital data.
Monitoring complex software, databases, and systems for intrusions, malware,
and other threats is costly and time-consuming. In fact, today's IT departments
spend as much or more time on network and systems security as they do anything
else. With a cloud-based
system, you transfer all of the cost and responsibility of security to your
cloud vendor, freeing your IT staff for more productive activities. And unlike
your internal IT department, a cloud provider can provide 24/7 monitoring of
your system against both cyber-attacks and physical threats.
What if your facilities were horrifically damaged by high winds or flood waters?
What if lighting or fire destroyed all of your computers? With a cloud-based
ERP, all you have to do is acquire more equipment and boot up right where you
left off. An on-premises ERP solution would be rendered as useless as the
damaged hardware it rested on. Cloud based systems can provide a disaster recovery plan to protect you when the worst case scenario actually happens.
For more information on cloud hosted ERP software you can contact The Attivo Group at 877-428-8486 or download this free whitepaper.
Jul 29 2015
An ERP software implementation is a significant investment, and not just in terms of the monetary costs. ERP systems take a lot of time, effort, and worker hours to select, implement, train on, and get the most out of. This is a decision that can't be rushed. Here are a few pointers to help you get through the software selection process.
Jul 23 2015
As recently as 5 years ago less than 33% of the population
was using a smarthphone. Today, flip phones are practically relics than can
only be found in a museum. That is the pace with which technology moves. We’re seeing a similar explosion in cloud
computing, especially as it relates to modern business. More and more companies are moving to cloud
based applications, and the manufacturing and distribution industries are
If you are currently considering moving to a cloud hosted ERP system there are a lot of factors that need to be taken into consideration. One thing that is rarely thought of ahead of time is who is responsible when something breaks?
There are hundreds of hosting providers out there. There are Fortune 500 level companies like Rackspace and Amazon that provide brand recognition. You might work closely with a local IT company that offers a more personal touch. But brand recognition or personal touch really shouldn’t be the primary selling point when deciding on a hosting partner. Familiarity with your application should be the top priority. Does my hosting partner understand the complexities of the IT infrastructure required to run my applications correctly? If something breaks do they have the technical expertise to support my software? If not, how does there support team work with my software support resource? These are the questions that you need to ask when choosing a hosting partner.
In a utopian world, you could install software and then never think about it again. But in the real world, things occasional break or stop working in the way you expect them too. If you are in a hosted environment with disparate technical support resources, what is most likely to happen is finger pointing rather than problem solving. Your software support team will likely try to blame the hosting partner for any bugs or glitches and vice versa. And while you’re going back and forth with them, your company is losing productivity and money.
Find a hosting partner that is familiar with your ERP software and accompanying applications. Having one point of contact for technical support will help shift focus from finding blame to focusing on solutions when things go wrong.
ERP software is complex to implement and maintain and it’s too important to your business to entrust with someone who isn’t familiar with what it takes to keep that software running at peak levels. For more information on cloud hosting or how to choose a hosting partner you can call The Attivo Group at 877-428-8486 orcontact us here.
Jul 20 2015
If you’ve been tuning into the news, you’ve probably heard about the hack of the popular “dating” website, Ashely Madison. Whether or not you believe this is karma working just as it should (Ashley Madison catered specifically to married individuals looking to cheat on their spouses) there are some very real lessons to be learned from this data breach.
We’ve talked at length in the past about the importance of being PCI compliant, and a company’s potential financial liability should they be the victim of a cyber-attack. In the case of Ashely Madison, 37 million users not only had the personal profiles stolen, but all of their personal and financial data was stolen as well. Should the hackers follow through on their threats and make Ashley Madison’s database public, the company will be liable for what could amount to hundreds of millions of dollars in identity theft and other financial lawsuits.
Ashley Madison’s biggest mistake, and there are several of them, was that all customer data was retained and stored in their database. While this makes billing a lot easier, it also presents a goldmine for data thieves. A fully PCI compliant credit card processing solution can just about eliminate all risk. Solutions like Ebiz Charge can integrate with a number of ERP solutions. Some using Exact Macola 10 can process credit cards directly within their ERP system, but unlike other solutions, no customer data is stored on your in house servers. Instead, customer data is stored offsite and is “tokenized”.
This tokenization takes customer security to a new level. First off, all customer information removed from your servers (eliminating your liability risk). When it comes time to process a credit card payment a key code associated with your customer’s data is sent to the offsite database. That triggers Ebiz charge to process a payment on the associated card. That is also known as a token, and eliminates the need to pass customer data back and forth. Taking things even another step further, the Ebiz charge will only process payment requests for your customers if those requests come from your IP address.
Over the past few years there have been several extremely high profile hacking incidents at big box retailers and online services. If you are storing any customer information on your internal servers, you can be a potential target for a data attack, and ultimately be liable of any damages done. To learn how you can better protect yourself and your customers from such attacks you can call The Attivo Group at 877-428-8486 or contact us here.
Jul 17 2015
Managing your supply chain, both upstream and downstream, is vital to maintaining lean manufacturing processes. Exact Macola 10 utilizes Event Manager to automate workflow management, helping you to better communicate with your suppliers and serve your customers. One such way that Event Manager can help your business is through ensuring the delivery dates from your vendors. This is a vital piece of any manufacturing puzzle, as late shipments can throw off shop floor scheduling, sales processing and order delivery.
The first thing that you need to do is set up Event Manager to email all of your suppliers a fixed number of days before your purchase order due date. You can set this date based on your specific requirement. In the email you are asking for confirmation of their ship date or promised delivery date. When those emails are sent, Event Manager can also set up a corresponding workflow request for your purchasing manager. As the confirmation emails come in, your purchasing manager can clear those workflows, and update delivery dates when necessary. This also provides your purchasing agent greater visibility, allowing them to follow up with unresponsive suppliers via phone call.
By automating confirmation requests, you have a greater likelihood of maintaining accurate delivery dates in your system. Your purchasing agent is spending less time trying to track down suppliers and can use that time in more productive ways. You also have an audit trail of the responsiveness of suppliers and promised delivery dates vs. actual delivery dates. This allows you to “grade” your suppliers over time, and make changes to your supply chain if necessary. Most importantly though, having an accurate accounting of when materials will be on hand will allow you to more efficiently schedule jobs and provide more realistic promised delivery dates to your own customers. This ultimately improves customer satisfaction.
Sending out automated emails might seem like a small thing on the surface, but understanding the chain reaction that can create, and how it can impact your bottom line provides some insight to how valuable of a tool Event Manager can be when utilized in Exact Macola 10. If you like to find out more about how to take advantage of the tools in your ERP software you can call The Attivo Group at 877-428-8486 or contact us here.
Jul 15 2015
ERP systems aren't cheap, and not many companies are
scrambling to buy new ones (plus go through the extensive ERP implementation
process) before the old one has kicked the bucket. So, how can you be sure that
the old ERP system is indeed ready to be replaced with a shiny new one? Here
are five questions to determine when to say goodbye.
1. It's Getting Too Expensive to Operate Your Old ERP System
New software systems are sleeker and more streamlined. Old ones tend to be clunky and inefficient. Additionally, vendor support eventually expires, or worse, the vendor goes out of business or merges with another company and support is no longer available. This is one sure sign it's time for a new ERP.
2. Your Old System Has Limited Functionality
If the old system is hard to use, unintuitive, slow, and inflexible, it won't allow you to glean useful business intelligence in order to remain competitive in today's marketplace. New ERP systems are loaded with nifty features and cool functionality that makes work quicker, easier, and faster. Newer ERP systems are also designed to allow for more convenient collaboration among various workers and departments.
3. Your Old System Makes It Hard to Get to the Information You Need
Today is the Information Age. Businesses live and die, governments rise and fall, and careers thrive or don't survive based on the information they hold. Older ERP systems were designed before information was so valuable and critical. If your workers have to work too long and too hard to force the system to spit out the data you need, it's time for an upgrade.
4. The Hardware Running Your ERP System is Outdated
Old hardware is expensive to operate, hard to maintain, and slow to run. As systems age, maintenance and repair becomes harder to get because the manufacturer has moved on to newer stuff, hoping the old equipment will just fade away. In many cases, the savings you achieve in operating a newer, more efficient system, or even moving into a cloud hosted ERP environment, can save you enough money to pay for a new ERP system. Newer hardware is more power efficient, doesn't have such rigid cooling requirements, takes up less space, and is faster and more powerful than the old stuff.
5. Is Your Software Repelling New Talent
Newer members of the
workforce are used to the information age.
They are connected to their mobile devices, use apps for everything and
expect their software applications to have modern looking interfaces and be user
friendly. Outdated systems could be seen as a negative factor for potential new
employees looking to work with cutting edge technology. If you are having difficulty attracting new
talent to your organization, it might be because your systems are dated.
Ready to begin selecting and implementing a new ERP system? Call The Attivo Group today at 877-428-8486 or contact us here.
Jul 08 2015
Have you heard some horror stories
involving companies that go overwhelmingly over budget and time limits when
implementing and customizing an ERP system? If so, you might be reluctant to
take on such a project, but this shouldn't be the case. ERP software is
incredibly powerful, and can benefit your profits and customer service
tremendously. There are ways to keep setup and customization costs within
budget and time constraints, you just have to be careful about planning the
process from the start. Here is how you do it:
1. Be Realistic About Your Timeline and Expectations
One common mistake is drastically underestimating how much time and expense the project is going to take from the get go. Begin by working up a ROM (Rough Order of Magnitude) budget. List all potential problems and guesstimate how bad those problems could possibly be. Get all of the stakeholders in your ERP software involved in this process so that you don't leave anything out. Combined with a business process assessment, you can begin to prioritize your needs and even create a multi-phased project based on priority. By doing this, you should end up with a realistic and fairly accurate estimate of the project before you start.
2. Think About What Customization You Actually Need
Once you've chosen the right vendor and product for your ERP needs (and especially if you've partnered with the right consultant), you might not need so much customization after all. Take some time to study and understand the features and functionality that comes standard with your ERP solution. Don't take the time and spend the money for customization that doesn't offer a realistic and worthwhile ROI.
5. Allow Ample Time for Implementation, Testing, and Training
Finally, don't put your business in a bind time wise. Allow for ample time to setup, customize, and test your new ERP system and give a generous amount of time and money in the budget for adequate training. The primary reason why ERP systems fail is because the organization underestimated how much training workers would need. Even though modern ERP packages are much more intuitive and user friendly, it’s not as simple as implementing Microsoft Office. No software package with the amount of features an ERP system has is easy for the first-time user. But investing in this training is the best way to assure that the time and money you put into the ERP actually produces a real benefit to your company.
Whether you are purchasing an ERP system for the first time or simply upgrading from your current software, an ERP implementation is a massive project. For questions about navigating the process you can call the Attivo Group at 877-428-8486 or contact us here.
Jul 07 2015
Nearly a year ago to the day, Exact Macola released their newest ERP software package, Exact Macola 10. It was a massive step forward from previous software suites, Macola Progression and Macola ES. Built with the user in mind, Exact Macola 10 (EM10) was designed with customizable workspaces, intuitive user interfaces and highly evolved business activity monitoring functionality.
The software was well received by industry experts and customers alike, and definitely marked Exact Software’s place amongst next genERP software. On June 30th, Exact software announced their first major update, Exact Macola 10.2. The update boasts over 300 enhancements, including 4 major enhancements.
There is no way that we can list all 300 enhancements in a blog, but here are a few of the highlights:
As we said before, there are 4 major enhancements that Exact Macola is highlighting in this new release. Three of the four center around web-based interaction with the software. We’ll get into those in a minute. We want to start with an enhancement to one of the revolutionary features offered in the original Exact Macola 10.
One of the great things about EM10 was the customizable workspaces. Depending on a user’s role, their main interface could be completely customized to specifically serve their job function. This was easily one of the most popular features in EM10, and as a result, Exact has designed 40 different pre-configured workspaces for various roles. These pre-configured dashboards can be utilized as a plug and play implementation or can serve as a starting point for more advanced customization. In either case, it is another step towards created an extremely user friendly interface.
Clearly there is an emphasis by Exact Software to integrate
their flagship ERP package with internet and mobile services. It stands to reason given the growing
ubiquity of smartphones, tablets and apps in day to day business activities.
With that in mind, Exact introduced three major web facing integrations for
Order Entry, accounts payable and workflows. The Order Entry functionality
might be the biggest, as Exact Macola 10.2 will be able to integrate quickly
and cheaply with virtually any e-commerce platform out there. This not only reduces
costs, but helps to cut down on human error as orders often times had to be
entered into the Macola system by hand. Accounts Payable is also exposed as a
web service in the latest version of EM10, allowing you to automate a very time
consuming manual process.
For more information on Exact Macola 10 and if it is a fit for your business, you can call The Attivo Group at 877-428-8486 or contact us here.
Jul 01 2015
A couple of weeks ago, a major storm blew through the Philadelphia area. In some cases, homeowners and businesses were without power for several days. Imagine your business being shut down for 3 or 4 days and how much that would cost you. Being proactive and having a disaster recovery plan in place before disaster strikes can save you tens of thousands of dollars preventing data loss, productivity loss and maintaining customer satisfaction.
It doesn’t matter if you are running cloud hosted ERP or if you are operating on an on-premise system, you can still plan for the worst and protect your business.
There is no doubt that Mother Nature inflicts billions of dollars in damage to US businesses every single year. While those stories are the ones that grab the headlines, businesses all over the country are vulnerable to damage and loss of data on a daily basis. Cybercrime is on the rise, as hackers can wreak havoc and hold data for ransom. Servers crash and burn out all the time. Fires or faulty wiring can set off sprinkler systems, destroying internal infrastructure. A car accident down the street from your office building can take out a transformer and leave your business without power for a day or two. Having a plan in place to keep your business up and running in the event you fall victim to a disaster (man-made or natural) is extremely important.
A cloud based disaster recovery plan will duplicate your
on-premise set up — software applications and all — and set them up in the
cloud. At regular intervals, a complete
backup of your data is taken and copied to the duplicate system. In the event of a disaster, the cloud system
is “turned on” and you can continue to run your business starting from the most
recent copy of your data. If you have your data copied every hour on the hour,
and your server implodes at 1:01 pm, you only lose 1 minute worth of data. If
it goes down at 1:59, you lose 59 minutes worth. This is known as the Recovery
Point Objective (RPO)
Your backup system can typically be up and running in a matter of hours, and can be accessed like any cloud system. All you need is an internet connection and a login, meaning employees can continue to work from their workstations in the office, or can even work remotely if necessary.
There is no worse feeling as a business owner than having your operations crippled by server malfunction or data loss. If you have any questions about disaster recovery you can call The Attivo Group at 877-428-8486 or contact us here.
Jun 30 2015
Are you ready to start enjoying all of the benefits ERP has
to offer? In order to see the cost savings, increase in productivity, and
improvements in efficiency that you had in mind when you invested in ERP, you
have to know a few things before you get started implementing the software.
1. ERP is for the Whole Organization
ERP is most effective when it is adopted organization wide. Human resources, production, finance, procurement, the C-suite -- all of these departments have something both to gain from and to contribute to your ERP success. Make sure your business process assessment includes everyone from the beginning.
2. It Takes Time and Effort to Implement ERP
A good rule of thumb is to divide the cost of the ERP by 100 to calculate the man hours it will take to navigate an ERP implemented, configured, tested, and running smoothly. That means that for a $20,000 system, you can plan on spending about 200 working hours, which is about five weeks, getting set up and ready to roll out the ERP fully.
3. Know What Features are Included (and How to Use Those Features)
One common problem is that businesses don't actually take the time to learn everything the ERP is capable of. In turn, employees aren't trained on it, and it goes unused. Before the implementation process begins, you should have a clear understanding of exactly what the new system can offer and what the new automated and streamlined processes should look like.
4. Legacy Systems Need to Be Retired Upon Implementing the ERP
If you hang on to old systems, these end up hanging like a wart onto the new ERP, making both less functional and efficient than either would be by itself. Give priority to retiring legacy systems and migrating fully into the ERP.
5. It is Essential That the Data in the ERP is Accurate
Data cleansing is an important part of ERP implementation that doesn't get a lot of mentions in the blogs. Bad data can ruin the efficiency and potential of your ERP, so make sure it's right before migrating it to the new system.
6. Regular Maintenance is Key to a Successful ERP
Most ERP solutions include regular maintenance. Don't skip it. Regular maintenance assures that the system is up to date, contains complete and accurate data, and doesn't have any glitches or errors that could derail your plans or stifle your operations.
7. A Couple of User Tests Doesn't Constitute Adequate Load Testing
Lastly, don't invite a couple of workers in on a Sunday afternoon for testing, planning to roll the ERP out on a full scale Monday morning. The system needs load testing to see if it's set up right and ready to handle all your workers and workload. Plan testing to mimic real world situations so that you don't discover an error or omission in implementation when production work and customer service is depending on it.
Not sure if your ERP is set up properly, or need some assistance making sure your implementation goes as beautifully as you hope? Call The Attivo Group at 877-428-8486 or contact us here.
Jun 29 2015
Whether it be upstream or downstream, proper supply chain management can help to reduce overhead, eliminate human error and improve customer service. Supply chain management software can help to automate a number of processes in order to achieve these end goals. Understanding how to properly integrate this software with your ERP system, and undergoing the necessary training to get the most out of your software is paramount to hitting ROI goals. Here are just a few ways that you can automate processes to improve profits.
One of the most important aspects of inventory control is maintaining a perfect level of raw materials on hand. You don’t want an over-abundance of product sitting on warehouse shelves eating up overhead costs. At the same time, you don’t want to be running out of materials, slowing down production and delaying customer deliveries. Automating the ordering processes is one of the first things that should be done when implementing a supply chain management system. Optimum inventory levels can be calibrated against historical data and can even be adjusted for seasonal demand. Alerts can be sent when inventory hits certain thresholds, triggering a new PO and a series of follow up alerts to make sure that there are no hiccups along the supply chain.
One of your salespeople closes a large order. Upon receiving that order, your software automatically checks inventory levels and alerts your purchasing department to order the necessary materials. Unfortunately, your supplier isn’t going to be able to deliver the material with enough lead time to complete the order in the time frame promised to your customer. Based on the delivery date offered by your supplier a number of potential solutions can be set up. An alert can be sent to the purchasing department triggering them to search for an alternate supplier. The sales staff can get an alert, prompting them to call the customer to see if delivery can be pushed out or the order changed. Even your shop floor can get an alert telling them to delay production, allowing them to shift resources to other orders, allowing them to maximize the productivity of the job floor.
Intertwining your inventory systems with your job scheduling is extremely important in order to maximize efficiency. But every now and then, the folks on the job floor might try to push on job to the front of the queue are make adjustments on the fly. While sometimes this is important in order to complete rush jobs or account for unexpected changes, it can also wreak havoc on inventory levels and purchasing. A workflow can be put into place that sends an automated alert to production and materials managers whenever a change like this is requested. Without their approval of a schedule change, the software won’t allow the materials to be ordered or the time to be counted against the job.
These are just a few of the ways that supply chain management software can help automate processes and make things more efficient. For more information on how to identify and eliminate bottlenecks in your chain you can call The Attivo Group at 877-428-8486 or contact us here.
Jun 25 2015
When it comes to manufacturers, the shop floor really is the central hub of all operations. An efficient and well-oiled shop floor generally means success across all aspects of a business. Customers are happy receiving quality orders in a timely fashion. Waste is reduced, leading to better cash flow and profits. Inventory levels are easier to manage and more predictable.
When manufacturers are looking to implement ERP, it is vital to understand how the users on the shop floor will interact with the software. A business process assessment is a good starting point to understanding old processes and diagnosing the needs of your shop floor employees. Once that information has been collected, finding a software package that can deliver is the next challenge.
The shop floor is where a manufacturer’s most sophisticated equipment resides. It is where your product is assembled and quality is tested and maintained. It is where government compliance is assured. It is also where a vast majority of ERP data is collected and recorded. The employees who run the shop floor shouldn’t be slowed down by a clunky ERP system that is hard to use. These aren’t desk jockeys inclined to navigate a software system or do copious amounts of data entry.
Customizable workspaces, like the ones found in Exact Macola 10 (EM10), can help expedite those necessary processes. Shop floor users can log into a customized dashboard that has all of the tools necessary to complete their tasks on one screen. Project workflows and shop floor schedules can be accessed on one screen and drilled into with a few easy clicks. Processes like inventory updates can be automated to coincide with the start and completion of jobs.
By granted the necessary user permissions with your software and setting up shop floor users with a customized workspace, it is far more likely that vital data will be recorded properly and your investment will pay dividends.
Understanding the needs of the end user is key to any sort of ERP success. Considering the importance that the shop floor has to the overall success of a manufacturer, their needs and opinions should be addressed before a software selection process has even begun. The customizable workspaces found in EM10 can go a long way towards ensuring the accuracy of the information your ERP system provides.
For more information about Exact Macola 10 and customizable workspaces you can contact The Attivo Group at 877-428-8486 or contact us here.READ MORE
Jun 22 2015
Your servers are on their last legs and as an IT manager it is time for you to make a difficult decision. Should you upgrade your servers and continue to house your ERP software and other applications on premise or should you transition your system in a cloud hosted environment?
The rising popularity and reliability of cloud hosted ERP makes it an attractive option, but understanding the total cost of ownership of both on premise, cloud hosted and SaaS models is vital to making the most cost effective decision.
Some IT managers look at their monthly budget and see hosting as an added expense. But there are several ‘hidden’ expenses that go into an on premise solution that must be calculated and factored into the cost saving that a cloud hosted solution might provide. The most obvious expense is infrastructure costs. You will need to replace your servers approximately every 5 years. You will also need to pay someone to maintain those servers. Server software updates, anti-virus upgrades and firewall protection are also costs associated with an on premise solution. Electricity is another factor that is often overlooked. How much is it costing your company to run your servers and keep them cool? Keeping a reliable back-up system on site is another expense that needs to be calculated into the TCO of an on premise solution.
If you should decide to move into a hosted environment there will be some obvious cost savings. You will no longer need to purchase or maintain your own infrastructure. Things like anti-virus and firewall protection are built into your monthly costs, as is server software updates. Data backup is another item that can be negotiated into your monthly costs. But moving into a hosted solution isn’t a simple matter of flipping a switch. You still may need to take a look at internal systems that could add some upfront and ongoing costs. The most important thing to consider is your internet connection. Cloud performance is largely dependent on the speed and consistency of your internal network. Make sure that your current systems are sufficient to maximize the cloud’s performance. If an upgrade to your system is required, calculate that into the TCO of a hosted solution.
If you are moving into your first ERP solution, SaaS could be a great starting point. There are no software licenses to buy, so initial cost of entry is going to be much lower than a tradition on premise or hosted solution. That said, properly estimating how long you will be on a given system can help you calculate long term expenses. Depending on your monthly subscription fees, by year 4 or 5, your total subscription costs might run past the up-front costs of a tradition software license. If you are thinking about switching from your current ERP software into a SaaS model, it is also important to calculate training costs on new software into your TCO. It is also important to assume a certain level of user rejection of a new system, and maintain ongoing training programs to minimize the financial impact of workarounds.
There is a lot to consider when deciding whether or not to migrate to cloud ERP or remain on premise. An ERP consultant can help you through the process. To learn more about cloud hosting for ERP you can call The Attivo Group at 877-428-8486 or download this free whitepaper.
Jun 18 2015
We once had a potential customer contact us looking for awarehouse management solution. When we went to visit them, we asked about their current system and why they felt they needed to make a change. That’s when they pointed to an endless sea of sticky notes posted all over the warehouse. As unbelievable as that may sound, there are a shocking number of companies that handle their business this way. Whether it be sticky notes, one guy with a notepad, or the controller that keeps everything in spreadsheets, companies tend to rely on outdated and unreliable processes for no reason other than the fact that they’ve always done things that way.
This is a time of tremendous innovation and technological
advancement. It is also a time of caution for organizations with fresh memories
of the recent economic recession and its lingering after effects. Most
organizations are undergoing
a variety of changes: integrating mobile and cloud technologies into the
corporate environment, providing better customer experiences to remain
competitive, and automating their processes -- just to name a few.
ERP (Enterprise Resource Planning) software is a powerful tool for getting people to understand the need for change, embrace the goals that change can help you meet, and taking the necessary steps to enact the changes.
Once workers have the tools needed to understand change and make the transition easier, your organization can step out away from legacy processes and begin to move toward the future. Implementing a new system won’t flip a magic switch though. It is important to make sure you are engaging your employees in the process from beginning to end in order to assure companywide buy-in. But once a new system as successfully put down roots, ERP software can:
Jun 17 2015
The entire point of an ERP implementation is to streamline your business process, eliminate inefficiencies and ultimately save your company money. Software packages like Exact Macola 10 (EM10) are jam packed with dozens of tools and modules that can impact virtually every aspect of your business. Today though, we are going to focus on workflow automation by focusing on one very specific example. While we are going to focus on the order entry process and the chain reaction of events that follows, EM10 can be customized to manage workflows throughout an organization.
Let’s say that you have a customer that orders on a regular schedule. The customer will typically place the order ten days in advance of the expected arrival date. Since you’ve set up an automated alert, your sales person will get an email if the customer fails to place an order within that window. This can trigger your sales person to follow up with that customer to engage in a sales process. Once your sales person closes the sale and places the order a number of triggers are pulled that impact multiple departments.
The instant that order is placed the customer will receive an email acknowledgement and the sales order and any other pertinent documents will be attached to that customer’s account card. Should the customer have any questions about an order or need to make changes, your sales rep or customer service rep can immediately find documents like contracts, sales orders and invoices in one place to quickly service the customer.
The customer’s order has been entered into the system, but do you even have the materials on hand to fill the order? Again, automated workflows can be set to trigger as a result of this event. The system can automatically check inventory levels, allowing you to instantly inform customers of any delays. In addition, if inventory levels fall below pre-set minimums as a result of the new order, alerts can be sent to purchasing to replenish that inventory.
You can also automate several accounting functions. Depending on the terms you have with your customer, invoices can be auto-generated to be sent out at appropriate times. Document management will attach a copy of those invoices to the customer’s account card. You can even set up alerts to notify you of past due invoices and send automated emails to those delinquent customers. Alerts of delinquent accounts can even be sent to sales reps so they can follow up with their customers to collect or flag future orders if deemed necessary.
The interconnectedness of modern businesses practically mandates some sort of automated workflow in order to keep everyone in the look and processes moving forward in an efficient manner. To find out more about how Exact Macola 10 can help you manage your processes call The Attivo Group at 877-428-8486 orcontact us here.