This post is the eighth of our ERP implementation series. If you want to learn more about prior ERP implementation phases, look at: Navigating the ERP Sales Process: Successful VAR Selection Navigating the ERP Sales Process: Pre-Sale Requirements Review Preparing for ERP Implementation: Getting Started on the right Foot Preparing for ERP Implementation: Determining What…
You just invested in a Microsoft Dynamics solution. Perhaps the implementation is complete, your users are comfortable with the technology, and your business is already realizing key benefits—whether it’s generating new revenue streams, streamlining workflows, providing access to actionable intelligence, or a combination of all three. Now it’s time to ensure the solution continues to…
If you use Dynamics 365 Business Central, Microsoft is making it much more cost-effective to integrate your ERP functions with your sales and service functions. Dynamics 365 Business Central Premium customers can now attach two Dynamics 365 Customer Engagement modules (Sales Enterprise and Customer Service Enterprise) at a reduced cost. The licensing fee for each…
I’ve spent a lot of time over the last twenty plus years implementing ERP’s. During an ERP implementation, a requirements analysis is completed. Understanding current processes and workflows provides a firm foundation for the implementation’s requirements gathering Fit/Gap analysis and system configuration tasks. Implementation requirements gathering is usually an overview of critical functionality. In most…
An organized and controlled GL period close is essential to the completion of accurate financial statements. Accurate statements are critical in expense control analysis and support informed financial decisions. An accounting year is based on a number of accounting periods. Though monthly accounting periods are usually the norm, accounting periods do not need to be…
This post is the seventh of our ERP implementation series. If you want to learn more about prior ERP implementation phases, look at: Navigating the ERP Sales Process: Successful VAR Selection Navigating the ERP Sales Process: Pre-Sale Requirements Review Preparing for ERP Implementation: Getting Started on the right Foot Preparing for ERP Implementation: Determining What…
In our last post, we discussed the importance of identifying a VAR (value added re-seller) that best meets your company’s needs and why selecting Velosio as your implementation partner can help ensure your project’s success. In this post, we discuss ERP pre-sale requirements gathering and its importance in ERP implementation. It could be argued that…
Client Overview Founded in 1984 in Pelham TN, Freedom Tree Farms, provides America’s largest retail corporations, fruit growers, top garden centers, wholesale nurseries, and more with numerous varieties of the highest quality bareroot and container-grown fruit trees and berry plants. The exception in the industry, Freedom Tree Farms grows buds, and grafts its trees on…
Client Overview McCutcheon Enterprises, Inc. (MEI) is a leading provider of waste management and regulatory support solutions. With a commitment to environmental stability and cost-effective project management, MEI sought to optimize its operations by consolidating its Microsoft 365 and Microsoft Dynamics 365 platforms. This case study explores the challenges faced by MEI, the solution implemented…
Client Overview DreamFields, the parent company of the popular cannabis brand Jeeter, began in California as a shared dream between three executives. With headquarters in Desert Hot Springs, CA, Dreamfields is constantly looking for ways to expand and improve upon the dream. DreamFields has teamed with the finest cannabis industry operators, partners, consultants, and professionals.…
