ERP Selection Archives

The Power of AI Automation in Sage ERP

by EstesCloud | Jan 24, 2024 | Cloud, ERP, ERP Consulting, ERP Implementation, ERP Selection, Sage

AI Automation is Redefining Sage ERP Dynamics

Gone are the days of clunky, siloed ERP systems. Today, the future of enterprise resource planning (ERP) is infused with intelligent automation, powered by the ever-evolving world of artificial intelligence (AI). And for users of Sage ERP, this presents a game-changing opportunity to streamline operations, boost efficiency, and gain a competitive edge.

How Sage ERP Systems Get Smarter with AI in the Cloud

Imagine freeing your team from tedious tasks like invoice processing, data entry, and error checking. AI-powered tools can handle these repetitive processes with robotic precision, allowing your staff to focus on strategic initiatives that drive real value. However, to fully unlock the potential of AI automation, it’s imperative to upgrade to private cloud hosting urgently. The enhanced security, scalability, and customization offered by private cloud environments ensure that your AI applications run seamlessly, guaranteeing not only efficiency gains but also safeguarding sensitive data. In a rapidly evolving business landscape, the urgency to stay competitive and innovative makes the transition to private cloud hosting a strategic imperative for companies aiming to harness the true power of AI automation.

AI algorithms can analyze vast amounts of data from sales, inventory, and market trends to generate accurate forecasts. This translates to reduced stockouts, optimized inventory levels, and a proactive approach to supply chain management. Unfortunately, this can also translate to increased security and privacy risks. Private cloud hosting for ERP systems provides a dedicated environment for a single organization, ensuring a higher level of security and control over sensitive AI and automation processes. This is crucial in protecting valuable data and algorithms. Cyber threats are a constant concern. AI can be customized by IT experts to serve as your vigilant guard, analyzing user behavior and system activity to detect suspicious patterns and prevent security breaches before they happen. But AI in a public cloud environment can quickly introduce new risks. Since a private cloud is exclusive to one organization, it minimizes the risk of these new, external threats. An isolated, private infrastructure helps protect AI models and automation workflows from potential security breaches or unauthorized access, keeping you in control of your data.

AI Automation in Sage ERP Brings Touch-of-a-Button Insights

Buried beneath mountains of data are hidden gems of actionable insights. AI can unlock these treasures by identifying patterns, anomalies, and correlations that human eyes might miss. This empowers you to make data-driven decisions, optimize workflows, and identify potential risks and opportunities early on.

Reliable uptime and availability in private cloud hosting play a pivotal role in empowering Sage ERP users with actionable insights. The robust service level agreements (SLAs) associated with private cloud environments guarantee consistently high levels of system availability. This reliability is particularly critical for AI automation processes integrated into Sage ERP, ensuring that data processing, analytics, and reporting functions operate seamlessly without disruptions. With uninterrupted access to the ERP system, businesses can generate real-time, accurate insights from AI-driven analytics. This reliability not only enhances decision-making processes but also allows organizations to extract timely and actionable information, facilitating a more responsive and agile approach to strategic planning and execution within the Sage ERP framework.

The Future of Sage ERP in the Cloud is Intelligent

AI is not just a buzzword. Artificial intelligence, coupled with new cloud technology, is the transformative force shaping the future of Sage ERP. By embracing these intelligent capabilities, businesses can quickly benefit. Here are a few things you can expect to accomplish after your upgrade to AI automation in a private cloud environment like ECHO (EstesCloud Hosting).

Increase operational efficiency while lowering risks: Freeing up resources and reducing errors with automation in the most secure environment available to businesses.
Boost profitability while lowering IT spend with cloud solutions that grow seamlessly with your business: Optimizing inventory, maximizing demand forecasting, and minimizing operational costs, while keeping your data available and secure.
Gain a competitive edge while ensuring a strong reputation with your employees and customer: Making data-driven decisions, delivering personalized customer experiences in an infrastructure that will keep your customer data private and safe.

Ready to unlock the full potential of your Sage ERP system? Contact us to talk to a trusted Sage consultant to explore the available solutions and start your journey towards an intelligent, future-proof enterprise.

Get a FREE session with a Sage ERP expert now

How ERP Breathes New Life into Medical Device Manufacturing

by EstesCloud | Nov 21, 2023 | Cloud, ERP, ERP Consulting, ERP Implementation, ERP Selection, Hosting, Manufacturing Innovation

ERP Ready to Help

The medical device manufacturing sector plays a vital role in supplying essential products that impact lives. Manufacturers must adhere to the strictest compliance standards while successfully organizing and managing their operations. Effective Enterprise Resource Planning (ERP) systems can be an important aspect of this organization and management. There are many benefits to implementing ERP systems, and manufacturers will find that the right solutions will improve their operations, ultimately increasing operational productivity and software functioning.

Tracking Data Health

Given the diverse range of medical supplies and their components, manufacturers require software integrations capable of efficiently tracking parts and finished products. ERP systems facilitate seamless tracking and management of order histories, revisions, and product recalls. Tailored ERP solutions offer real-time insights throughout the manufacturing process, aiding in documentation and data export for compliance with medical device manufacturing standards. These systems also enable revision tracking during manufacturing, assisting businesses during inspections and audits. Providing recall tracking, ERP systems empower businesses to identify potential concerns in medical devices, implementing protocols to prevent recalls and ensuring comprehensive tracking support for the complex manufacturing of medical devices.

Healthy Supply Chain Management

ERP systems for the medical device manufacturing industry offer robust support for supply chain management. Businesses can easily manage various aspects, including the Approved Supplier List (ASL), tracking, manufacturing documentation, data reporting, validation and revalidation, risk assessment, and quality control and inspection.

Seamless ERP Integrations

The most effective ERP systems are tailored to seamlessly integrate with existing systems and software. Customized ERP systems provide a unified approach to operational management, allowing for flexible software integrations under a single system. For instance, integration with the Laboratory Information Management System (LIMS) provides crucial data insights while safeguarding data and permissions. ERP systems collaborate with and enhance existing systems, enabling businesses in the medical device manufacturing industry to focus on quality and efficiency in supplying and distributing medical devices.

The Longevity of Med Device Manufacturing

In a world where medical devices like artificial hips and knees are essential and can change lives, ERP systems emerge as crucial tools for meeting industry demands. A fully-customizable ERP system offers comprehensive data tracking and supply chain management, alongside flexibility in system and software integrations. Implementation of effective ERP systems empowers businesses to gain insights into their manufacturing processes, enhancing operational efficiency and productivity. A unified system with vital software integrations allows businesses to prioritize fulfilling essential orders and providing individuals with the medical devices they need.

Where Security Takes the Pulse

Meet ECHO, EstesGroup’s cloud solution for complex application management. In the rapidly evolving landscape of medical device manufacturing, top-tier security and cloud solutions stand as the vanguards of fortified operations. Paired seamlessly with effective ERP systems, these cutting-edge technologies offer a robust shield against potential threats. Advanced security protocols embedded within the cloud infrastructure provide an extra layer of protection for sensitive data, ensuring compliance with stringent industry standards.

Global Health Requires Private Cloud ERP

Cloud solutions enable manufacturers to securely store and access critical information, fostering a dynamic and collaborative environment. This integrated approach not only enhances the resilience of the manufacturing process but also aligns with the industry’s commitment to delivering high-quality, life-changing medical devices. As the medical manufacturing sector embraces innovation, the synergy between ERP, top-tier security, and cloud solutions emerges as a formidable force, propelling the industry towards a future of heightened efficiency and reliability.

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How to Use SYSPRO Form Actions

by EstesCloud | Sep 16, 2023 | Distribution, ERP, ERP Consulting, ERP Implementation, ERP Selection, Hosting, Managed IT Services, SYSPRO

SYSPRO Customization Station

When it comes to Enterprise Resource Planning (ERP), SYSPRO is the ultimate software choice for manufacturing and distribution companies in search of flexibility and customization. EstesGroup has an expert understanding of the SYSPRO User Interface, and our team of IT professionals is ready to help your company understand your applications and your functionality. Form actions are an important aspect of the SYSPRO User Interface that are very beneficial to your users. By understanding SYSPRO form actions, specifically how to add, remove, and customize them, users will be able to realize the full benefits of your ERP application.

What is a SYSPRO Form Action?

The SYSPRO User Interface includes implemental form actions that facilitate easier display and data entry in SYSPRO applications for its users. Form actions are “user-definable hyperlinks”, and users can find these form actions in the Action Panel at the bottom of the form.

In terms of functionality, users can configure form actions to identify a SYSPRO program and advance its parameters. Form actions are also important in initiating and advancing VBScript events.

The SYSPRO User Interface has great flexibility in allowing many form actions for each form as well as customized combinations of types. Users can display or hide form actions on a form, and hiding a form action does not negate the form action’s VBScript functionality.

Form Action Benefits for Users

SYSPRO’s User Interface is truly flexible and customizable, especially when your ERP system is deployed in EstesGroup’s Estes Cloud Hosting (ECHO) environment, positioned in our top-tier, highly secure data center. Form actions benefit SYSPRO users in many important ways including:

Adding program shortcuts
Removing program fields
Customizing program fields
Easy display and data entry
Quicker data entry
Data entry verification

How SYSPRO Users Can Utilize Form Actions

How to Add

Once users begin to interact with SYSPRO, understanding how to add a program shortcut will help streamline the experience and save time. In order to add a program shortcut on the same screen, users should follow these basic steps:

Locate the SYSPRO screen where a shortcut is needed (e.g. stock codes).
Select the desired field property you would like to add a shortcut to, and click on “insert form action”.
Add the appropriate cross-reference.
Once the screen is closed, the shortcut is saved.
Open the field property and verify that the shortcut has been successfully added to the SYSPRO screen.

How to Remove

SYSPRO facilitates the easy removal of form actions if users would like to change or remove an improper shortcut. In order to remove a form action in a SYSPRO screen, users should follow these basic steps:

First, locate the SYSPRO screen where a form action removal is needed (e.g. stock codes).
Next, locate the form action on the SYSPRO screen.
Select “add cross-reference”.
A display box will appear. Select “yes” to confirm removal of the form action.
Once the screen is closed, the form action removal is saved.
Finally, visit the SYSPRO screen to verify that the cross-reference shortcut is no longer available.

Simplifying Your Business With ERP Customization

SYSPRO makes data entry, verification, and manipulation of form actions easy. Users will enjoy the benefits that the ERP system provides with its streamlined and time-saving processes regarding form actions, specifically adding and removing shortcuts.

Beyond this basic understanding of the SYSPRO User Interface and form actions, EstesGroup is available to help users understand these processes in even greater detail. EstesGroup’s ERP and IT professionals are available at any time of the day to assist users with their ERP software needs and questions.

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ERP Vendor Bender: How To Manage Vendor Relationships

by EstesCloud | May 4, 2022 | ERP, ERP Consulting, ERP Implementation, ERP Selection

Managing ERP Management from Selection to Upgrade

Your business is not alone. Manufacturers and distributors operate in an interconnected web that is often as expansive and elusive as the internet, or even the galaxy. Add constant digital connectivity to this already complex network of relationships, and you are in need of a strategy for managing the people behind the technological world you’ve created by implementing an enterprise resource planning (ERP) software and its supporting third-party applications.

ERP Software Vendor Relationship Management

Your ERP world begins with your original ERP vendor, the publisher of your enterprise resource planning software. Due to updates to the ERP system itself and also to the expectations of implementation and ongoing support, your ERP vendor relationship is key to the success of your implementation.

With the weight and breadth of your ERP system in mind, are you on a vendor bender? Read on to see how an independent ERP consultancy (like EstesGroup) helps manufacturers, distributors, and other businesses running robust business applications manage vendor relationships.

Relationships that Bring Value to Your Business

You strengthen your business every time you add a valuable relationship to your network. EstesGroup begins every relationship with PAIR (Passion, Accountability, Integrity, Respect), our core-value approach to business consulting. We nurture this core system to build and support our partnerships with companies like yours, and some of these relationships span decades. We also apply our value system to ad hoc projects, so if you choose to work with our ERP or IT consultants, you’ll experience our core values, even if all you need is a free dark web scan.

P is for Passion, an energy-based value.

Passion gives your software or technology project life from selection all the way through to deployment and ongoing support. Here are a few traits that you can nurture in your business culture, in order to promote passion in your project:

Positivity: Culture is everything in ERP implementation. Happy users result in happy customers, happy budgets, and a promising future.
Reciprocity: Your vendor relationships particularly should never be one-sided. Two-sided relationships create the strong bridge that allows your ERP system to close gaps.
Competitiveness: Passionate teams win. While your ERP software project might not feel as exciting as the Super Bowl, it unfolds in similar drama, regalia, and celebration. Hopefully, you’ve chosen an ERP software vendor that will be along for the entire journey, including every win.

A is for Accountability, a value of action.

Think of how public you are as a business owner. Wouldn’t it be nice if you had someone on your right, and someone on your left, who would improve your reputation every step of the way? Here are three things to ask if you suspect that your ERP vendor doesn’t want to be accountable for any failures in your project’s future:

Does your software vendor fully support your ERP system at every level, from purchase to replacement?
Does your vendor provide resources and training materials beyond introductory materials that promote the software sale?
Does the vendor take time and care to help you establish goals that meet your expectations and budget requirements?

I is for Integrity, a value with vast repercussions.

Do you trust your ERP vendor? Does this same level of trust apply to the consultants you’ve chosen to assist you with the implementation? Here are some things that your software vendor and your ERP implementation team should share:

Helpfulness
Trust
Communication
Collaboration

R is for Respect, a value of resourcefulness and resources.

Respect creates an extended network of resources, since it’s the moral ground of community-building activities and outcomes. There shouldn’t be false hope here. You should respect your vendors because they are known experts in the field and because they sincerely want to help you achieve your goals.

In ERP, Strategy Comes from Strength

Strategic partnership is key to survival in today’s competitive world of manufacturing and distribution, especially in regard to vendor relationships. Talent can feel sparse when you’re struggling through an ERP implementation and deployment.

A good vendor provides a roadmap for your software use. Recommendations should include deployment options. If an ERP vendor only offers a SaaS (Software as a Service) option, then you know advice is weighted with vendor profits in mind. Sadly, many ERP buyers are swayed to sign up for all services a vendor is trying to sell. A good vendor relationship begins with open communication, honesty, and customer-focused interaction.

The Vendor to Buyer Connection

There may come a day when you realize that your vendor was a bad decision or a necessary evil. If you do have conflict with your software vendor, then you might need relationship management techniques that promote a healthier relationship with the company that sold you your ERP system. An independent consultancy can provide the skilled mediation required to strengthen your vendor partnerships. Here are a few of the ways your relationship can go from sweet deal to buyer’s remorse:

Vendor negativity toward how you choose to implement and deploy your enterprise software
Buyer remorse as you venture into the fine print of your contract
Vendor favoritism toward other customers
User-level disappointment in the ERP project and management

An ideal vendor will give you the best price on the software, and might even throw in a flexible payment plan or a loyalty discount. An ERP system is a large investment that will influence how your company operates for years to come. A good vendor will help you manage your immediate cash flow and guarantee your future profits.

A vendor should provide wealth and resources that you wouldn’t otherwise have available to your business. Hopefully, your investment comes with access to materials and resources that include best practices, project roadmaps, and user-focused activities that help you find the support you need throughout your ERP implementation.

After the Software, the Software Vendor Relationships

Good relationships result in good business. Many business owners looking to buy an ERP software, like Epicor Kinetic, Epicor Prophet 21, Sage, or SYSPRO, need guidance. Advice is needed when it comes to the business application, and it’s also necessary when it comes to the people behind the software.

Do you need help getting on the same page as your vendor? Contact us, and you’ll find the most helpful consultants in ERP, managed IT, and cloud services for businesses. Are you in a business application deployment or cloud migration dilemma? Click here to watch a video on public vs. private cloud ERP deployment options. EstesGroup has been trusted for nearly two decades by businesses throughout North America. With the experience that has come from our own relationships, we’ll help you build and manage yours throughout your ERP or technology project.

Putting Your Software Testing Strategy to the Test

by EstesCloud | Apr 5, 2022 | Business Consulting, ERP Consulting, ERP Implementation, ERP Selection, Managed IT Services, Software

Testing is the process that should use the most time in any software implementation. Why test? You selected this software and, of course, it should process transactions, shouldn’t it? Start testing, and some surprises will be exposed.

Testing basics, testing methods

To begin, you’ll need a testing team and a test suite. Form small teams of people from each discipline. The team leader will be from your implementation team and the remaining people will be on loan from the various functional groups. Select those people with care. They will become your “super user” core of trained people who will help others in their groups use the new software.

Pick any single-step transaction. Accounting might try a simple debit – credit journal entry. Customer service might enter a new sales order. Document the transaction: what general ledger account will you debit and which one gets the credit and how much money? What customer will place the order, what product will they buy, what is their purchase order number, and how much money is the order for?

Go to the transaction screen in the software and enter the transaction. Then enter the results in a log. If the transaction works as expected, record a green result. If the transaction completely fails, record a red result and note why it failed or why you think it failed. Sometimes the result will be yellow as it completed successfully but you found some kind of unexpected caution that probably should be corrected.

Corrective actions

The failure of a test could be a problem in the data loading. Maybe the general ledger you wanted to debit was not in your system. Try to figure out why and ask the data conversion group to correct the situation. When they make the fix, process your test again and now you might get a green result.

An unsuccessful test result could come from a failure in your training. You thought you could enter that new sales order but you need to read the instructions again.

There are many configuration settings in any system and these will affect test results. That sales order test failed because the customer you chose was limited to only buying products in a certain line and you chose a product that customer was not authorized to buy. The data team might have made an incorrect assumption which can be corrected. Their assumption might have been correct based on some other condition you were unaware of. Often more than one setting can be adjusted to yield the results your business needs. Keep the conversation going until a satisfactory result is found.

Test again and again

You performed a test today and gave it a green result. Tomorrow the same test was not green. People from across your business are performing tests in their functional groups and you will find the change they requested to fix their test inadvertently affected your test. This is normal. Your business is complex and the relationships within are also complex. Work through these changes and find what works for your entire organization.

More complex testing

As the single transactions become successful, begin to expand the testing to a series of transactions. You can receive the purchase order, now can you also see the product adding to your inventory and then can you pay your supplier? Late-stage testing might go from receipt of a customer order through producing the order, shipping the order, and collecting the payment.

Automated testing

Manual testing might not be the more cost-effective use of your technology staff’s time. Fortunately, AI-driven types of testing are now available at low cost. Software that can robotically reproduce tests is available and affordable. After the fifteenth time a group runs the same test, boredom begins. The test robot never gets bored. You had nothing but green for those fifteen tests. But only after the 115th test was there a failure because someone made a change. The robot will keep testing all day and night until you turn it off.

Even setting up and monitoring automated testing tools can be time consuming. Begin to formulate the best testing strategy for your business by fully assessing any system software in use.

There are many types of software performance assessments available to your business. EstesGroup’s IT experts are available for everything from basic operating system testing to full audits of your system. Our software testers and project managers can provide continuous testing services and external support when you need it: functional testing, exploratory testing, integration testing, unit testing, system testing, and more. Schedule a software assessment today to begin a conversation about how testing, checking, and testing your software again can help your business.

SCHEDULE A SOFTWARE TESTING APPOINTMENT NOW

Ready to test your software in the cloud?

Attend an EstesGroup “Cloud Stories” webinar to learn about customer software journeys.

Click here (or on the video below if the presentation doesn’t automatically play) to watch a webinar on cloud options for ERP software.

ROI of ERP: Software Money Games & Executive Moves

by EstesCloud | Sep 1, 2021 | ERP Consulting, ERP Implementation, ERP Selection, Software

Once you calculate ROI (return on investment) of ERP software and determine that a new system will result in new profitability, the most important step appears: your software selection decision. But who should make this final and most important decision about the future of your organization?

Every business has a minimum expected return on investment (ROI) of ERP projects. They have some threshold that allows a potential investment, whether in software or another asset, to even be considered. It takes a balanced software project leadership team to determine if a vendor is providing an enterprise solution that will ultimately result in solid ROI.

Imaginative visual of business people and financial firms staff. Concept of human resources, ROI of ERP, enterprise resource planning ERP and digital technology

Who are key players and who are “extras” in your ROI journey?

Software implementation team:

An enterprise-level software implementation is complex and takes a strong pool of talent. ERP (Enterprise Resource Software) implementation poses high risk to your business if your team doesn’t execute projects with exactitude.

External stakeholders:

We live in an outsourcing world and third-party solutions build external networks of trustworthy stakeholders. Advisory boards and partnered firms will be affected by your software of choice, so be sure to entertain their insight in selection decisions.

Fellow CEOs, CIOs, CXOs, and the like, might have nuanced experience that will give you valuable insight into how a new system will change your company culture. Deployment decisions can also affect external stakeholders. If you move to the cloud, will your new infrastructure support your third-party integrations?

Internal support and project management teams:

Don’t simply play “follow the leader” when it comes to software management. Choose the talent that matches the task, and build a team that works well together. A complete software implementation can take years with all configurations and customizations in consideration and can significantly alter every aspect of your culture. Deploy a team that could handle any ERP deployment necessary, and your project will be a success.

IT experts – internal or external:

EstesGroup assists clients on a daily basis with seemingly “simple” technology decisions. In the ever-changing cyber landscape of ever-increasing cybersecurity threats, it’s critical that the people informing your software project leadership team are highly skilled at both soft IT skills and “hard” hardware skills like cloud migration and data center relationship management. Tech-savvy consultants tend to be gifted at ROI calculations. They can help ensure that your initial investment results in cash flow.

The inclusion of IT experts is especially pressing in an increasingly cloud-centric world in which consumption-based modeling can save you thousands upon thousands of both dollars and hours. Make sure to not only consider current infrastructure needs, but also entertain how technology could change. Will the vendor alter your software and force change? Consider Epicor’s Prophet 21 new client architecture updates of 2021 as an example of vendor interference.

Cloud experts and cloud migration experts:

Even if you choose an on-premise solution, it’s important to get a cloud migration analysis, assessment, and report. Make sure your software selection and implementation teams understand the differences between public cloud and private cloud deployments. Choose the best platform for your future needs, even if investments costs run higher than your ERP software budget had pencilled in. Project plans should adapt to new information. A few extra dollars now for a high rate of return later most likely won’t break your ROI formula.

Independent enterprise resource planning consultants:

It’s important to find someone who isn’t vested in the software vendor and can therefore give an impartial review of your business needs. Enterprise resource planning software firms are everywhere. Look for one with excellent customer relationships. Testimonials are your best bet for understanding the team members you’ll add by bringing in an IT or ERP consulting firm to help in your software selection process.

Who will complete your system analysis?

You and your software implementation team have analyzed the data and prepared your findings. Now you must make a presentation to your executives for a decision. Regardless of the findings in your analysis, the decision must be made at the executive level. They know this software acquisition is under consideration. Even if the return on investment is low, let the executives make the decision.

Their choice might be to ask for further analysis or more data and the analysis returns to your group. They could ask for some reduction in cost from the software providers or possibly a review of whether some costs could be deferred. At the end, they will let you know whether to request the final purchase documentation or to let your contacts at the software provider know you have chosen not to go forward.

Who will determine executive support?

This executive decision is probably required by the rules your business follows and only this group is authorized to make significant financial decisions. There are practical values, too. If you move on to acquire your software, there will be stresses on people and resources and resistance to change. Unless your executive team fully supports the changes required, you will not have the full support of others in departments and functions around your enterprise.

When you get the go-ahead from your executive team, more work is ahead of you and your team. Begin that work with some communication. Let your employees know the decision was made and tell what will begin to happen. You will start forming work teams. Your expected completion date is some approximate future time.

Between now and then there is a rough outline of work to accomplish, and you know everyone will do their part because there are benefits for all. It can be helpful to make a list of those benefits.

Who will predict and measure ERP implementation success?

Is the software a good fit for your business?
Are your current business processes ready for change, or are you in need of a business process review?
If the software is complex, like Epicor Kinetic or Prophet 21, do you have an implementation plan that will guarantee good ROI?
Do you need legal advice to help you negotiate a solid contract with your software vendor?

Cold hard IT fact: In the current climate of Internet of Things (IoT), one of our contacts was hacked through his refrigerator. The ROI of ERP implementation can quickly diminish when ransomware infects your system.