We assess your unique situation; make recommendations for solving any gaps and needs; implement great solution projects; optimize your existing system infrastructure.

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.

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.

Wikis

Wikis are a great web-based tool for storage and retrieval of all types of information. As you put information into your private wiki, it becomes searchable (like Google Search) and linkable. It’s simple to create system documentation, articles, links, web bookmarks and much more. Do “brain dumps” and create a simple place to store everything. Instructional documents and common extensions are installed with your system. Once your needs are defined, basic installation and set up on the web can often be accomplished in less than a day.

Direct Mail and Printing Services

 Primo Road now provides Direct Mail and Printing Services.  We can design a complete direct mail campaign and provide all of the pieces:

* Mailing List Development

* Response Processing

* Literature Design (text, logos, graphics, layout)

* Printing (business cards, brochures, postcards, posters, more)

Our process results are high quality and highly customizable.  Please contact us with your requirements!

Other Services

 Please contact regarding all of your information systems. Through our relationships with other product and service providers, we can provide a wide variety of other software and services as well as hardware systems for:

  • Surveillance camera systems
  • Process management systems (sensors and regulators)

We're here to help.

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