Category: Professional Services

Acumatica ERP - Professional Services  Professional service organizations face the challenges of balancing resources and requirements to keep customers happy and utilization high. To manage projects proactively, employees and managers need real-time data that connects all the moving parts – from deliverables to expenses to resource schedules. Information accessible from the field enables employees to be productive and responsive no matter where they are serving your clients. In this blog,...

With many companies still on older version of QAD's Enterprise Applications software, 2020 is a great time to evaluate the many benefits of moving to QAD's Enterprise Edition and Adaptive ERP. QAD has made many improvements over the years to its software including most recently it Adaptive User Interface/Experience and portfolio of cloud-based applications. The most effective implementations of QAD solutions result from a through Scoping and Planning effort resulting...

The United States Sales and Use tax environments are ever changing. States continue to pull this lever for revenue enhancement.   Monthly, jurisdictions publish new tax rates.   Tax laws and regulations change at the whim of state legislatures.   County and City changes occur as the result of ballot initiatives. Lack of understanding of the sales tax environment can create unintended business risk. Corporate leaders are personally liable for sales taxes accrued...

One of the most common issues that occur in GP is the issue of a stuck batch. A stuck batch can occur due to connection issues that can occur due to various reasons (Network Issues, Workstation errors, massive data processing etc.). While users can attempt to correct the connection issues, it is likely that at some point users will be forced to deal with a stuck batch resulting from a...

Enterprise-Wide Standards - (Business Systems Solution and the ERP Core) Most companies strive for a standardized Enterprise-Wide Business Solution, including a standardized ERP Enterprise software package as the core of the Enterprise-Wide Business Systems Solution. This can be accomplished by standards or through transformations. As part of the integration/migration; certain coding and configuration standards for a variety of configurations and/or fields should be established and followed globally. When establishing these...

As a constantly growing and evolving consulting firm, Logan Consulting is constantly adding new resources to its full-time consulting team and is focused on internal team growth. One of the most important pieces of this dynamic is our annual schedule of internal training for our team. This mandatory training is focused on the two major areas below, addressed in bi-weekly team sessions: Methodology Training – At Logan Consulting, we are...

Defining specific pre and post cutover metrics is an important step in the planning of a new ERP system. ERP implementations are often seen as projects which reduce on-time shipment performance or throughput, for example. The Project Team needs the ability to reference pre cutover metrics and easily compare them to the same cutover metric to assess the positive or negative impact of the cutover. The Project Team (internal and...

The complex US Sales Tax environment can have cost and risk impact on your business. An accurate ERP Configuration ensures the collection of transactions with appropriate tax calculations. Understanding the comprehensive business conditions for sales tax requires knowledge of Nexus, Exemption Rules for Customers, Exemption Rules for products or services, filing deadlines, filing agencies, form requirements, and evidence-based audit requirements.   Typically, small to medium size businesses lack internal resources...

A large-scale implementation to a new ERP system such as QAD often means additional technical infrastructure and equipment within the plants to support purchase order receiving, production reporting, truck loading, labelling, and shipping. Depending on the scope and size of the implementation, it may be necessary to identify a separate project workstream and workstream manager to ensure accountability for all related data collection and equipment tasks. Examples of potential areas...

While Acumatica Cloud ERP may not be the first ERP solution that comes to mind when determining if it’s time to upgrade your current system, Acumatica is actually one of the best cloud ERP solutions for small to mid-size businesses (SMB’s) looking for an automated, flexible solution to help grow their current business situation. Acumatica is perfect for wholesalers, manufacturers as well as professional service organizations and offers flexible pricing...