We deliver great solutions for great business enterprises on the road to ever higher greatness.

Every company and situation is unique.  

We re-use where we can and tailor-fit every thing else.

We take care of the details for you.

 

Problems and Needs That We Can Solve

  • Comprehensive ERP (Enterprise Resource Planning) systems to track transactions and status information for Finance, Marketing, Operations, more
  • Project Management / Project Rescue
  • Accounting systems that can include all the basics plus project accounting, and/or cost accounting for manufacturing
  • Budgeting systems
  • Manufacturing systems to include Bill of Materials, Bill of Operations, Material Planning, Production Planning, Inventory, MRP, Scheduling
  • Direct email campaigns and newsletters
  • Direct postal mail campaigns
  • CRM systems to track leads, prospects, opportunities, quotes for marketing efforts
  • Time and expense entry systems with approval workflows
  • File and document management systems for: engineering documents, procedure documents, shared spreadsheets, web bookmarks, more
  • Public web sites
  • Retail point-of-sales systems and web shopping cart systems with connections to inventory, purchasing, order management and accounting

 

Does one or more of these describe your business?

Does one or more of these describe your business?

  • Need better information management for Marketing, Operations, Finance
  • Current systems cost too much in money and time
  • The information you need is not “at your fingertips”
  • Yours is a growing company that is outgrowing Quickbooks and existing systems
  • Backup and security status of existing systems present too much risk
  • Multi-company, multi-currency, multi-language capabilities are needed but not available

Great IT Systems enable great knowledge management.  Work smarter and edge out the competion.
Please contact us today to begin the assessment process.

Beyond the ERP Core

As great as ERP suites are, organizations often have needs that outpace the core functions they offer. The good news is that integrating an ERP suite with other software or services is very common and tends to work out well (though not without some cost or inconvenience). These ERP bolt-ons or add-ons sometimes require additional hardware and additional IT skills to support and data may need to be synchronized to the data in your ERP system. Although the integration to outside services may not be as seamless as the integration that goes on among the various models inside your ERP system, it typically does work out well.
See the full post clicking here: http://panorama-consulting.com/beyond-the-erp-core/
 

Challenges For Your Organization, Changes For Your ERP System

It is inevitable that challenges to your organization will arise. It also is inevitable that these challenges will come from a variety of sources (e.g., new competitors, new competitive technologies, new organizational structures, etc.). In this day and age, mergers, acquisitions, re-organizations, spinoffs and discontinued business units are facts of life. The challenge of dealing with them is a major driver of business change. Business units that once were positioned in different regions of the country are now commonly positioned in different regions of the world. Markets and technologies used by customers and suppliers seem to change yearly. And internal “blue ocean” strategies, in which companies pioneer new products, services and markets to unlock new demand, are key to staying afloat.

The responses to challenges are changes. 

Full post: http://panorama-consulting.com/challenges-for-your-organization-changes-for-your-erp-system/

Two-Tier vs Single-Tier ERP Deployments

In two-tier ERP deployments, the operating units operate ERP systems that are different than the ERP system at the corporate level.  This architecture acknowledges the reality that the corporate level is often concerned with financial consolidaton.  The operating units are often concerned with operational issues.  Operations can be quite different from one another.  Some may do discrete manufacturing.  Other operations may do process manufacturing.  Two-tier ERP deployments acknowledge the differences and allow the different business units to stay well-focused and fit to their unique environments.
Keeping each business unit separate is helpful in the event that business units are sold or acquired.  Often, the most important data to share with corporate is the month-end financial results and spend analysis.  Single-tier ERP deployments are convenient for corporate-wide reporting including reports for audit and compliance.   Single-tier deployments make more sense where there is heavier use of shared service centers across a company.  Two-tier ERP deployments are a fit when operations differ widely.   Business units enjoy a bit of autonomy that their own ERP provides.  
A variation is use of the same ERP platform across a corporation but with different ERP instances at different business units.
See also: Two-Tier ERP Deployments Gain Steam. Link: http://bit.ly/lfAwKh.  
 
 

Beyond Implementation

While great implementation of Business Systems (ERP, CRM, BI, more) is very important, much of the value of Enterprise Systems will often be derived by what's done beyond implementation.   In particular, here's what's needed:

  • User adoption - Users need to adopt the system and enjoying using.  They need to believe in the value of entering data.  For example, adding substitute part numbers needs to be done with the belief that the information will add value later.  Adding an additional customer or supplier contact, needs to be done with the belief that the extra information will prove valuable.  These are little things that no one may see.  Adding notes and file attachments to orders is another little thing.  Great user adoption and inputs helps to make a business system to be greater after it is implementented.
  • Optimization -
    • Better business processes - Basic business processes may be implemented at the start but better business processes should be introduced whenever possible. This is where KPI's and other metrics become important.   Can we turn quotes to orders more quickly and more often? Can we turn orders into shipments more quickly?  Can we reduce asset investment and speed up payment?  Can we grow margin across a dimension of the business? Enterprise systems enable us to measure many of these things and business process improvements enable us to report more favorable numbers in the measurement.  
    • Added Automation  and Integration - During implementation, you may have agreed to cut scope a little and leave out some modules, features, and integration pieces that you ideally you would have included.  Now, it the time to go back and pick up the additional fruit that it can add additional value.
  • Your business system is a platform for business excellence.  It's your source for keeping on top of transactions and information.  It's your source for mining and reporting a wealth of information.  May your business systems live long and prosper after implementation and bring value beyond your expectations!

ERP

ERP or Enterprise Resource Planning systems are powerful and economic platforms for running Finance and Operations for your business. They often integrate with your CRM and Marketing Systems.  We can help you to do a comprehensive evaluation of available packages.  Our niche expertise include Epicor, Netsuite, Intacct and Compiere but we also do projects for other ERP packages.

Business System Assessments

Business Systems Assessments are a confidential process to review your business systems infrastructure and to see what’s working and what’s not. Using our guided process, we’ll gather an understanding of the unique attributes of your business and what’s needed to take your business to the next level. Our resulting recommendations will outline a path to a solution that is complete and a great fit. Solution designs can be adapted to a variety of functional and company-specific needs. Basic assessment service is no charge.

Customer Relationship Managment (CRM)

Customer Relationship Management (CRM) software manages your contacts, accounts, prospects, leads, and opportunities. In many cases, it will also manage your marketing campaigns. A variation of CRM called Constituent Relationship Management is used to manage non-profit and advocacy organizations.

Budgeting and Forecasting - Adaptive Planning

Budgeting and Forecasting has a friend in Adaptive Planning software. Adaptive Planning has an elegant design that provides a great platform for designing and development financial budgets and forecasts. Adaptive Planning is open source and runs on the web. Spreadsheets can be clumsy and error prone for budgeting. Adaptive Planning is the solution.

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