ERP Consultant Network Blog

Modern ERP 8 Ways to Solve Annoying Business Challenges

Cloud ERP Consultant Cindy Brinker Shares Eight Ways to Grow Your Business with a Modern Cloud ERP System

As your business begins to grow and expand, managing it can become increasingly challenging.  Owners, executives and CFOs are constantly on the lookout for new systems and streamlined best practices to: boost productivity, reduce costs, and make smarter decisions.  A modern ERP accounting and financial system can address these challenges.  Here are eight ways it can help you achieve a competitive advantage and allow you to work more efficiently than ever before:

  1. Manage with Integrated Business Intelligence 
      • Managing your business performance with real-time visibility and analytics is a vital pillar of your success.  With a cloud ERP accounting and financial management system, such as Intacct, you can integrate both financial and operational data.  Make smarter decisions and proactively manage your business with automatic reports, financial dashboards, alerts and KPIs that provide deep insights to managing sales, cash flow, profitability and inventory. 
  2. Get Mobile
      • The new demands of business require immediate access to financial, sales and customer data – from tablets and phone devices -- at any time and from anywhere.  Being tied to your desk can slow and harm productivity.  Modern ERP systems deliver mobility to perform transactions, stay in the know and eliminate redundant data entry.  
  3. Improve Collaboration & Accuracy
      • A modern ERP solution connects everyone across the entire organization with the same information, accuracy and supporting collaboration.  You can share documents, online notes, social feeds and provide online approvals.  Opening the lines of communication with your colleagues and customers improves responsiveness and productivity. 
  4. Gain Customer Insights with Integrated CRM
      • If you want your business to continue growing, then taking care of your customers' needs is essential.  Many businesses spend an untold amount to conduct market research so that they can determine which course of action is the most profitable.  Instead, with an integrated ERP/CRM solution, you will have your customer data at your fingertips.  You can answer questions about your customers, improve customer relationships and discover new revenue opportunities.
  5. Report Across Borders and Locations
      • Today’s modern business is global and so are modern ERP solutions.  You no longer need localized systems in each country – or state.   Previously, you needed separate business management solutions in each location to meet local management needs.  A modern ERP solution can be the single, global system to accurately report and integrate data – across all locations and borders.
  6. Simplify Governance, Risk and Compliance Management
      • A modern ERP solution can automatically enforce accounting and financial management standards and deliver audit trails and compliance reporting.   Numerous key financial functions can be automated and controls established to ensure consistency and accuracy.  For example, with the Intacct cloud ERP system, you can set spending limits and the system will enforce and alert you before commitments are made.  With the enhanced standards and controls, you will identify issues before they become problematic, enabling you to immediately take corrective action.
  7. Deliver Amazing Return on Investment
      • With advanced cloud architecture and web interfaces, a modern cloud ERP solution delivers not only an amazing return on investment, but a lower total cost of ownership.  Saving time and money – and lowering risk – an ERP system can be quickly implemented, integrated and configured to your business requirements.  With Intacct’s cloud architecture, quarterly upgrades and enhancements are done seamlessly and the ongoing efficiencies give you the freedom to do what’s most important.
  8. Get the Best of Both Worlds
      • When choosing a new accounting system, many people are torn; do they choose the version that is easy to use or the one that has the most features?  You no longer have to choose and you can have the best of both worlds – sophisticated cloud ERP solutions that are simple for end users with flexibility and advanced features.

Final Thoughts

When looking at the benefits of a modern cloud ERP solution, it becomes clear that any business can gain efficiencies and make smarter decisions, especially companies that continue to grow. Research and reporting that once took days or weeks to complete can now be done instantly, while providing deep financial insights. Most importantly, a modern ERP system, such as Intacct, is scalable and flexible, providing you the platform to support your business growth – no matter how successful.

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Tags: Cloud ERP, cloud accounting, Modern ERP

Cloud Computing Survey 2016 – SMB Dynamics Partners

Enterprise Resource Planning (ERP) providers will continue to see a growing demand for cloud. Microsoft has responded to the growing popularity of cloud by redesigning their ERP software offering to be highly effective in the cloud.

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Tags: Dynamics ERP

Wave Picking and Warehouse Management System (WMS) Basics

The Basics of Wave Picking and Warehouse Management Systems (WMS)

Every distribution company knows the importance of operational efficiency when it comes to order fulfillment. the two biggest challenges in today’s distribution centers (DC) is between productivity and accuracy. If a growing company can’t manage this balancing act, there are limitations to how much they can grow successfully. As Amazon continues to infiltrate the distribution ecosystem almost every company that wants to sell their stuff becomes a multi-channel fulfillment company. It is not only essential to know if you are picking the right order but more importantly, are you picking the order in the “right” way. In a previous blog we discussed Warehouse Management Systems (WMS) as it related to discrete picking. Whether it’s discrete or wave picking, finding the best methodology for your business is important determinant in the overall productivity of your operations.

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Tags: Warehouse Management, warehouse automation, warehouse management systems

Sage ERP Consultants, ISVs and Clients Get Inspired at Sage Summit 2016

Mantralogix and other Sage ERP Consultants Ignite the Passion at Sage Summit 2016

Our Sage clients know that the team here at Mantralogix are pretty big fans of Sage. In fact, for over 20 years, our team of Sage professionals have built our business around the amazing products and services that Sage has to offer. Our passion for helping business grow with the tools Sage and to offer is our biggest passion and it’s very fitting that this year’s Sage Summit’s theme was “Ignite Your Passion!”
As many of you know who’ve attended Sage Summit in the past, you can expect to be filled with knowledge, pride and excitement for what’s to come for our great industry.  It's also a great networking opportunity to meet with Sage experts and industry your peers.
So, in anticipation of these great things, we packed up our new Mantralogix t-shirts and headed down to Chicago to join 20,000 other Sage partners and affiliates. 
This year’s theme “Ignite your Passion” – a phrase brought to life by Sage CEO Stephen Kelly, who stated in his opening keynote, “At Sage we want to help you ignite your passion for business.” This theme resounded strongly with our team who live this passion helping clients every day. One our Mighty Mantras is “For us, it’s not just business, it’s personal.” Every day, we work hard to ignite passion and excitement into our work with clients.
As a recap, Sage Summit 2016 was a class-act. It was filled back to back with an all-star cast, from Richard Branson to Gwyneth Paltrow, the Killers band and two of the Sharks from the Shark Tank. Each day, we were treated with a glimpse of different aspects of business, including the cloud and entrepreneurship and even to accounting and payroll. These were all created around surprise announcements and updates about Sage products.
We truly got inspired once again and felt loved and appreciated as valued partners this week. We heard our clients felt the same.   Sage recognized the integral role that partners play in their day-to-day business. CEO Kelly enthused, “working with partners has always been in my DNA, my blood."
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Tags: ERP consultant, Sage Summit, Sage ERP consultant

Growing Pains: Have you outgrown your software?

There comes a time in every healthy company’s life when they go through a lot of growth and their current software just can’t keep up. Although this change is perfectly normal for a profitable company, it can also be a sign that you've outgrown your software. In this article we will be discussing some of the growing pains that are a sure sign it’s time to move on to a better business solution software.

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Tags: Acumatica, Outgrown Quickbooks, business growth, Outgrow QuickBooks, Acumatica cloud ERP, outgrown your software, grow your business

Sage 300 CRE Construction and Real Estate: Migrating from an Older Version

Migrate to the Latest Sage 300 Construction and Real Estate (Sage CRE) 

Sage 300 CRE is part of Sage’s line of leading construction and real estate solutions. It is a construction management system, formerly known as Sage Timberline, if that sounds familiar.  Today, Sage 300 CRE is the industry leader and gold standard of construction software and property management software. It's a truly integrated construction management solution with features that include:

  • Construction Accounting
  • Construction Project Management
  • Cloud Services
  • Construction Estimating Payroll
  • Procurement
  • Document Control and Reporting

We have implemented Sage 300 CRE for various customers and have considerable experience performing migrations from the older version to the new version. It is advisable to consult with a Sage 300 CRE consultant for assitance with this migration.  If you don't work with a Sage 300 CRE expert, we are happy to help - call us at 1-866-320-8922 or email us at  Let’s take a look at the process of migration:

The Sage 300 CRE comes with a migration tool that migrates the following:

  • Server migration
  • Company data
  • Security settings
  • Custom fields
  • User formulas
  • Reports and reports menu
  • Inquiries
  • Macros
  • Attachments


  • Install Sage 300 Construction and Real Estate Accounting on your new server to access the server migration tool.
  • The migration process copies data from the old server to the new server. 

Here's the Migration Process:

Migrating your server:

  1. On the new server, open the folder “program files” and \Timberline Office\Shared, and then double-click Sage.STO.ServerMigrator.exe.

  1. In the Server Migration Tool window for Old server location, type the path or browse to the location where Sage 300 Construction and Real Estate is installed on your old server.
    For example: \\oldservername\Timberline Office\9.5
  2. Verify or change the server migration log path (on the new server) for Log file path.
  3. Click [Validate] to perform a test of the files to be transferred.
  4. When you see the Validation complete message and the validation is successful, click [Migrate].
  5. When the migration is over, the Migration complete message pops up.

Migrating your data folders

  1. On the new server, open your program files folder and \Timberline Office\Shared, and then
    double-click Sage.STO.ServerDataMigrator.exe.
  1. In the Server Data Location window, verify or change the data folder migration log name and path for Log file path.
  2. The migrator populates all the existing companies from the old server. Select the companies whose data you want to copy.
  3. Click [Validate] to perform a test of the files to be copied.
  4. When you see the Validation complete message and the validation is successful, click [Migrate data folders].
  5. When the migration is over, the Migration complete message pops up.

 For Macros and Reports, follow the same process as you did with Migrating your data folders.

  • Maintaining separate log files for each type of data better facilitates validation.
  • While migrating the reports, remember to create a “custom reports” folder to enable the migrator to copy the reports.
  • Login into each module to verify the data
Mantralogix is a proud Sage Channel partner for Sage 300 Construction and Real Estate (Sage 300 CRE). Mantralogix also provides some special migration services, form / report customization and integration services.  
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Tags: Sage 300 construction, Sage Tiberline Migration, Sage 300 CRE migration

Sage 100 ERP Consultant Tip: How to Install Workstation Setup in Sage 100 2016

Sage 100 ERP Consultant: 6 Steps to Install Workstation Setup in Sage 100 2016

Question: In Sage 2016, how do I install Workstation setup on one of our networked computers?

Answer:  There are several steps in Sage 100 2016 outlined below to install Workstation setup.  Before making any changes to your Sage 100 ERP, it's highly advisable to check in with your certified Sage 100 consultant to make sure you don't have any unforseen negative impacts to your ERP system. If you don't already work with a Sage 100 consultant, contact us. We are happy to help! 

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Tags: Sage 100 ERP consultant

Food and Beverage Compliance: 3 Ways an ERP System Helps Avoid Recalls

How Does an ERP System Help with Food & Beverage Compliance?

What keeps every company in the food and beverage industry up at night?  It’s the threat of non-compliance and the fear of the dreaded product recall.  In a recent article, we reviewed how to “Avoid Recalls with an ERP System.”  When it comes to recall effectiveness, a recent found that  the average cost of recalls can be in the millions and the average time to complete a recall can be several months. The good news is that recent advancements with ERP  enterprise resource planning (ERP)  systems - have stepped up to the plate, providing the business solutions necessary for organizations to improve their processes and comply with regulations.  Now the food and beverage industry can rest assured that modern ERP systems now makes recalls easier in addition to offering a competitive advantage and an increase in profits.

3 Benefits of ERP Systems and Food and Beverage Compliance

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Tags: ERP System, food and beverage compliance

Warehouse Management Systems (WMS) and the Basics of Discrete Picking

Discrete Picking and Your Warehouse Management System (WMS)

As your business grows, maintaining productivity while also keeping accurate inventory counts and reliable  fulfillment are common challenges in today’s distribution centers (DC). It’s important to know if you are picking in the most effective order and more importantly, picking the order in the right way. If you are a multi-channel fulfillment company like Amazon, your picking methods become more important as a determinant in the overall productivity of your operations.

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Tags: Warehouse Management, warehouse management system, warehouse software

Sage CRM Consultant Reviews Top 5 CRM Trends for 2016 - Part 2

Sage_CRM_consultant_FLS_part_2.jpgSage CRM Consultant Reviews: Sage CRM vs. Top 5 CRM Trends

In part 1 of this CRM blog series, Sage CRM Consultant Reviews Top 5 CRM Trends for 2016: Part 1, we covered 3 CRM trends in 2016: Content, Geolocation, Service and Customer Support.  Now let’s review the last 2 popular trends: Personalization / Customization and Omni-Channel.

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Tags: Sage CRM consultant, Sage CRM, Sage CRM software

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