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Clients First knows their software, but they are also astute business people, and they really understand manufacturing and distribution in particular.
Jimmy Witcher, COO, Merrick
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Posts Tagged ‘erp’

The Detailed Requirements Analysis (DRA) Process

Tuesday, November 24th, 2009

When a company makes the decision to implement a new business management and accounting system, a key part of the process is for that company to understand, as fully as possible, what it expects to gain from the new system.  Expected benefits, what existing (and desired) business processes will be managed in the new system, how will users interact with the system and many other questions must be answered in order to optimize the project’s success.

At Clients First, we have developed a system for evaluating business needs and making confident, well-informed recommendations regarding products and functionality.  It is the Detailed Requirements Analysis or DRA.  The DRA (sometimes referred to as a “Needs Analysis”) is a process where we collaborate with our clients to identify what system capabilities are truly important for their business. (more…)

Dynamics AX 2009 Workflows Automate Business Processes

Thursday, September 17th, 2009

Microsoft Dynamics AX 2009 features a powerful workflow capability that allows companies to mirror their business processes in the system and then automate those processes.

Here are a few examples of workflow templates that come with Dynamics AX (Formerlly Axapta) 2009 and how you can use them to automate and control your processes.

Purchase Requisition Approval

Tom works in the quality department of his company and needs a new test instrument.  His user role in Dynamics AX 2009 does not allow him to create purchase orders but he can create requisitions.  So, he creates a requisition for the test instrument that he needs. (more…)

Top 12 Microsoft Dynamics NAV features to defeat recession

Friday, September 4th, 2009

Thanks to Microsoft for this.

 

imageThere are three kinds of people: those who watch things happen, those who make things happen, and those who wonder what happened.

The world is in crisis. Some countries are hit harder than the others, some markets have sunk deeper than the others, but the effects of global economic recession are obvious, and if the crisis didn’t hit you yet, fasten your seatbelt—it surely will.

With the whole world wondering what’s going on, the winners will be those who learn to navigate the troubled waters and make things happen. This is much easier with a piece of good business management software, such as Microsoft Dynamics NAV.

Recession is more than skin deep, and no small or medium-sized business can possibly mitigate the macroeconomic cause-and-effect avalanche that led to current situation. Instead of prescribing a cure that’ll save the world (maybe another time), I’ll focus on three elephant-obvious symptoms that affect everybody:

  • Declining sales: lack of money clogs the wheels of perceived obsolescence, and people stop buying unless it’s necessary. From consumers, this symptom quickly cascades all the way up the supply chain, and suddenly everyone is affected.
  • Decreasing profitability: less sales means less revenue, which means lower margins. Unless you find a way to decrease operating costs, you face a serious profitability issue. Corporations can lay off thousands to save billions; small to mid-sized businesses cannot.
  • Illiquidity: less profit means less cash to operate. As if this is not bad enough, less sales can easily mean more cash trapped inside excess inventory of both raw materials and finished products. Unless you harness your demand/supply balance forces.

These three are are linked together tightly, and tend to spiral around in endless cycles. But there is good news for you: Microsoft Dynamics NAV can actually help you tame the recession beast.

(more…)

Dynamics AX at the Top in Gartner Study

Wednesday, July 22nd, 2009

The Gartner Group has recently published a study of the mid-market ERP providers and Microsoft Dynamics AX (Axapta) came out on top — ahead of SAP and Oracle.  Using their “Magic Quadrant” methodology, Gartner analyzed many products’ technology, functionality, implementation success and global reach.

Click the link below to read the entire article.

http://mediaproducts.gartner.com/reprints/microsoft/vol4/article12/article12.html

Inventory Accuracy and Control

Monday, June 22nd, 2009

by Donald Clark CFPIM, CSCP, Clients First Business Solutions

When it comes to knowing what a company has in inventory – items, quantities and locations – most companies rely on their ERP systems for this knowledge.  However, how much do people trust the data in their systems?  The answer for many companies is that they do not. (more…)