Sage Summit 2017 Tour - US Session Update

Posted by Ashley Lemus on Mon, May 22, 2017 @ 02:45 PM

*** EVENT UPDATE ***

hyatt oc Sage summit 2017 US session postponed.jpg

Earlier this month we announced that Sage Summit will be hosting a local event in Orange County during the first week of June.

 

However, the highly anticipated Sage Summit 2017 US Session has been postponed.

 

Sage has been hosting annual events for customers and partners for years, so the concept of Sage Summit is certainly not a new one.

However, this year they're doing things a little bit differently. Rather than hosting one major event for the entire year, as they've done in the past, Sage has decided to provide break-out sessions in 8 additional cities to allow easier access to the event with more specific product demonstrations and interactions. These events will be largely known as Sage Sessions!

Why attend sage summit session 2017 2.0.jpg

 

2017's US event was scheduled to be hosted at the Hyatt Regency OC in Orange County, CA, on Tuesday, June 6th.

However, due to a number of projects in the works, Sage felt it would be best to delay the event until mid-August or September, in order to assure the highest quality of content provided to event attendees.

 

But don't worry!

A delay like this only allows for more time to get excited!

 

The single-day Sage Session will focus on local-marketing specifics that allow one-of-a-kind learning, training, and networking experiences for all Sage customers. With endless connection potentials, multiple learning sessions to choose from, and an inspiring keynote address, this event is sure to provide new and innovative ways to grow your business while enjoying a fun and unique interaction with Sage.

 

With 20 learning sessions this is an event you don't want to miss!

 

Where:   Orange County, CA

When:    Date To Be Determined

 

Registration will open soon,

so be sure to sign up for event notifications!

I'd love to receive event updates!

 

Tags: Sage Summit, Enterprise Resource Planning, Business Management

New Announcement! Sage Summit 2017 Tour - US Session

Posted by Ashley Lemus on Wed, Apr 26, 2017 @ 12:48 PM

The Sage Summit 2017 Tour - US Session is just around the corner, and if you've never been before, it's an event you won't regret attending!

Hyatt OC - Sage Sessions US.jpg

Sage has been hosting annual events for customers and partners for years, so the concept of Sage Summit is certainly not a new one.

However, this year they're doing things a little bit differently. Rather than hosting one major event for the entire year, as they've done in the past, Sage has decided to provide breaddak-out sessions in 8 additional cities to allow easier access to the event with more specific product demonstrations and interactions. These events will be largely known as Sage Sessions!

Why attend sage summit session 2017 2.0.jpg

 

Hosted at the Hyatt Regency OC in Orange County, CA, this single-day Sage Session will focus on local-marketing specifics that allow one-of-a-kind learning, training, and networking experiences for all Sage customers. With endless connection potentials, multiple learning sessions to choose from, and an inspiring keynote address, this event is sure to provide new and innovative ways to grow your business while enjoying a fun and unique interaction with Sage.

 

With 20 learning sessions this is an event you don't want to miss!

 

Orange County, CA

Tuesday, June 6th, 2017 

Hyatt Regency OC

 

Registration will open soon,

so be sure to sign up for event notifications!

I'd love to receive event updates!

 

Tags: Sage Summit, Enterprise Resource Planning, Business Management

Acumatica Named an ERP Leader by Nucleus Research

Posted by Ashley Lemus on Tue, Feb 21, 2017 @ 01:21 PM

Have you heard? Acumatica was just named a "Leader" for Usability by Nucleus Research in their "ERP Technology Value Matrix" of 2016!

 

Nucleus Matrix.jpeg

 


Not familiar with Nucleus Research?

Nucleus Research is a case-based technology research firm that rates ERP solutions on two main factors:
  1. The usability of a vendor’s products
  2. How the functionality of the product directly benefits customers

These evaluations are made by examining the vendor's product in order to analyze how it works. Then they compare what they find to what other software competitor products are capable of.

 

This means all of their research is fact-based!

 

What does this mean for Acumatica?

“Being recognized as a leader in ERP value is a great honor and one we’ve worked hard to achieve. We’re also quite focused on ease-of-use for our customers, so it’s very affirming to see Acumatica ERP ranked highest in Usability”

- Jon Roskill, CEO of Acumatica

 

Being placed in the leader quadrant of Nucleus's ERP Technology Value Matrix is a huge milestone for Acumatica.  It shows they are keeping up with competition, while reaffirming their value for their customers. It proves that when they choose to implement Acumatica they aren’t settling for a second best, they are choosing a top-rated ERP solution that even their most "technologically challenged" employees can adopt with ease.

 

 To read what nucleus had to say about Acumatica, download the whitepaper.

 

 We would love to speak with you about how Acumatica can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

 I Want to Learn More!

 

Tags: Acumatica Cloud-Based Solutions, Enterprise Resource Planning

How to Automate Sales Tax Compliance on Drop Shipments

Posted by Ashley Lemus on Wed, Dec 28, 2016 @ 04:31 PM

Webinar Wednesday: How to Automate Sales Tax Compliance on Drop Shipments

 

Join V-Technologies as they partner with Avalara to discuss how an integrated sales tax compliance and shipping solution saves time by reducing the risk of audits.

 

Complimentary Webinar

Wednesday, January 4, 2016

10 AM PT / 1 PM ET

 

You won't want to miss this complimentary webinar, where you will learn how to:

1. Automate sales tax compliance:

  • Sales tax and drop shipment complexities
  • When to apply sales tax in relation to vendors, third parties and customers
  • The rules of establishing nexus state to state
  • Who is reponsible for sales tax collection

 

2. Save time and money in shipping:

  • Rate quote during sales order entry
  • Automatically apply sales tax on drop shipment based on rules above
  • Eliminate manual re-keying of data into carrier systems
  • Custom emails to build your brand and increase recurring sales

 

 

 

We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

 

Tags: Enterprise Resource Planning, Webinar, Small Business, Sales Tax

Last Chance for Acumatica Summit 2017 Early Bird Registration!

Posted by Ashley Lemus on Tue, Dec 06, 2016 @ 02:32 PM

 

Don't miss your chance to attend Summit at a discounted rate!  

Early bird pricing ends tomorrow -- Wednesday, December 7th.

 

  Acumatica Summit 2017 2.jpg

 

Attend for the full week or just for training at this years event, which promises to be a value-packed experience with 17 training courses available!

 

Be aware that training class sizes are extremely limited and available on a first-come, first served basis, so be sure to save your spot today!

 

Acumatica Summit 2017 3-1.jpg

 

Still not fully convinced you Acumatica Summit 2017 can benefit your SMB? Check out a couple of these highlights.

 

We would love to speak with you about how Acumatica and Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

 

Tags: Cloud Business Management, Acumatica Cloud-Based Solutions, Enterprise Resource Planning, Small Business, Business Management

Acumatica Summit 2017 - Why Attend?

Posted by Ashley Lemus on Tue, Dec 06, 2016 @ 02:25 PM

Acumatica Summit 2017 is a premier invitation-only event where both partner and customer ecosystems gather to hear the latest about Acumatica’s products and solutions, get product certifications, and collaborate on accelerating success in the cloud.

Acumatica Summit 2017

 
Join the excitement, envision the future, and get ready to take your Acumatica business to the next level!

 

Acumatica Customer Track

A new and improved customer track, complete with tips and tricks, content by industry and product roadmap will be available the first couple of days.  During days 3-5 customers will be able to receive deep technical product training straight from the experts to maximize their investment and unleash the full power of the Acumatica platform by participating in various training sessions.

 

Highlights

  • Enjoy direct access to Acumatica’s leadership, product and engineering teams
  • Gain valuable insight into future product roadmaps
  • Customer stories and feedback gathered via customer-centric sessions
  • Get certified through instructor-led training sessions taught by Acumatica developers
  • Maximize your investment with Acumatica by engaging in hands-on technical training tracks
  • Expand your Acumatica solution portfolio by engaging with leading ISV providers
  • Network with hundreds of industry peers

 

We would love to speak with you about how Acumatica Summit 2017 can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

 

Tags: Cloud Business Management, Acumatica Cloud-Based Solutions, Enterprise Resource Planning, Small Business, Business Management

5 Signs It's Time To Migrate From Spreadsheets

Posted by Ashley Lemus on Mon, Oct 31, 2016 @ 03:13 PM

If you're still using spreadsheets to manage your fixed assets chances are you've probably experienced a few hiccups.

 
 
5 signs it’s time to dump your spreadsheets



Any sort of issues involving your asset management process can seriously interrupt your work day.  That's why we're providing five common signals it’s time to make a switch from using spreadsheets to manage your inventory control:

 

1. Using spreadsheets to manage your fixed assets is a huge security risk
Using a software rather than spreadsheets is a much safer route for protecting your assets.  Imagine if someone were to hack into your system.  Would your data be protected?


2. Trouble inputting data across the organization
Can we all agree that communication is key when operating a successful business? Spreadsheets limit the ability to communicate to everyone involved in your business. Have you ever viewed an Excel file and got the dreaded notification “[blank] is currently working in your file, would you like to view this document as a read only file”? When deadlines are tight and you are lacking patience, your business needs a program that allows everyone to view the management system at once from multiple locations. 


3. You consistently discover errors in your data

Entering formulas into spreadsheets often comes with a margin of error since the data is being manually enter into the document. Not catching those errors can cost your company money. 


4. You feel like you have multiple job titles 
Does the manual entry process have you stressed out and feeling like you’re doing multiple people's jobs? Being able to digitally enter inventory with a barcode scanner would save you a long headache and a lot of time. 


5. Rushing to prepare for tax time
Have you ever heard of the expression ‘save time, save money’? A dedicated system can help you do just that by automating your process rather than manually entering data into a spreadsheet. No need to rush at the end of the year to prepare for your audit thanks to the data being up to speed and compliant.
 
 
 
 
Allowing you to effectively control your asset management and inventory management process isn't the only thing an ERP system could do for your small to medium-sized business!  Check out this helpful whitepaper to see even more benefits to jumping ship on the spreadsheets.
 
 
 
Interested in learning more about how an effective ERP system can help manage your SMB?
We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

 

I Want to Learn More!

 

Tags: Enterprise Resource Planning, Sage Software, Inventory Management

Why Even Startups Need An ERP In Place

Posted by Ashley Lemus on Wed, Oct 26, 2016 @ 04:22 PM

One very common misconception is that an ERP is only necessary for large and mid-sized businesses.

 

Reason why business management solutions will help your startup

 

Generally, the thinking goes that the expense of this technology is prohibitive and the features are unnecessary.

 

However, in reality an enterprise resource planning (ERP) solution is both an accessible and necessary tool for small businesses, as well as startups. Here’s why:

 

Jump Start Productivity

Being productive is essential for any new business. This is simply because being productive usually equals being profitable.  An ERP streamlines operations, introduces efficiencies, and alleviates friction in a way that has a direct impact on the bottom line. Every business has an incentive to accomplish as much as possible as early as possible.

Streamline Intelligence

Hopefully, if you're doing it right, your startup is living in a perpetual state of growth. During this fast-paced evolution, it’s essential for all parties to have access to all information at all times. In the absence of an ERP it is easy for this data to get lost or just buried in departments that might not be available to everyone. Breaking down those silos and making data universally accessible eliminates the kinds of confusions and conflicts that limit a startup’s growth potential.

Facilitate Collaboration

It is imperative for all startups to leverage the full potential of their staff. With an efficient ERP in place, everyone on the team can freely share, access, and update the most current information possible, creating a number of opportunities for collaboration. This would naturally empower any small business to do more with less.

Lower Costs

Startups can’t afford to waste money. Paying for multiple applications, as well as the costs of data management, is exactly the kind of waste these small to medium-sized businesses are trying to avoid. An ERP accounting tool is a single product with a single licensing cost that streamlines and automates the kinds of tasks that distract staff from revenue-generating opportunities. The upfront cost of an ERP system might seem significant, but the long-term savings are far more significant.

Generate Business Insights

Small businesses have to put up a mighty effort to gain market share and competitive advantages. For that reason, careful, reasoned, effective strategizing is essential. Without having access to all relevant data - that is optimized with smart features for analyzing and forecasting - in one place, this would be nearly impossible. An enterprise resouce planning software provides exactly the kinds of tools startups need to make their mark.

Craft Culture

Company culture is especially important in the small setting of a startup. Just because ERP is a tech tool doesn't mean it won't have a powerful impact on how your team interacts with one another and defines their individual roles within the company. Enabling everyone to share information and contribute to projects, fosters an open, positive, and innovative culture that is sure to pay dividends down the road.

  

If the cost or complication of implementing an ERP still seems prohibitive, consider the variety of ERP options on the market. There are a number of products available that will fit into your budget, conform to your workflows and business objectives, and minimize your IT burden. Don’t write off the exciting potential of an ERP before first investigating the full range of options available to your startup.

 

 

We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

Tags: Enterprise Resource Planning, Small Business, Startups

3 Signs You Should Call In An ERP Consultant

Posted by Ashley Lemus on Mon, Oct 17, 2016 @ 04:51 PM

 When it comes to ERP platforms, useful signs of impending doom are typically fraught with subjectivity.

cmmi-consulting2.gif

The formatting of a list of inventory valuation reports may be off.  Or maybe you simply don't like the position of a function button within a particular platform's UI.

 

These types of teeth-grinding experiences regularly occur with any enterprise ERP workforce. However, just because a single operator or manager fails to appreciate the way a platform behaves, those events rarely call for a platoon of ERP consultants.

With that being said, there are many more finite markers that senior managers, managers and operators should pay attention to.

That's why we're providing three signs that say it’s time to find an ERP consultant:

 

1. At the C-level: lost enterprise management vision

In the senior suite, effective reporting typically serves as the backbone for critical decision triggers; whether those considerations are driven by daily, monthly, quarterly or annual business requirements. Therefore, malformed information output can cause error; ranging from simple issues like time/cost due to internal production mis-understandings, to complete enterprise project failures caused by inaccurate capital requirements.

While these impacts are bad enough, the weaknesses typically emerge in parallel with senior managers who have lost visibility on a company’s practical goals and process needs. In this case, the only sure way to get back on track would be to engage one or more consultants who can take a look at what needs to be fixed quickly.

 

2. At the departmental level: reduced throughput speeds

The practical value of ERP-derived information can either be a boon or a curse, depending on how responsive a particular platform performs. However, small irregularities in daily operational processing tend to build up and create larger problems over time. 

This is where ERP consultants can serve a useful purpose; since you can task these systems ‘mechanics’ with as many fixes as necessary.

 

3. At the operational level: difficult process executions

Difficulties in executions tend to appear more often in customizations; although concerns associated with compiled code can also be identified from time to time. In the former case, time is the killer here, and fixing problematic issues in real-time can cause real headaches.

 

 

We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

 

Tags: Enterprise Resource Planning, Small Business, Helpful Tips

Four Things To Look For In A Technology Partner

Posted by Ashley Lemus on Wed, Oct 05, 2016 @ 12:09 PM

Which technology partner and software is right for your small business?

 

Selecting a software for your small to medium enterprise is a major decision.

And while it's important to have an IT strategy to assure you don’t end up with a mishmash of software that won’t work well together it's equally as important to consider, in any software purchase, whether you are selecting the right technology partner.

In other words, who is the company behind the software.

  

 

Of course, there are many factors to consider, as well as questions to ask when evaluating a software provider.  That's why we're providing four things to keep an eye our for:

 

1) Experience: How long has the company been providing software? Or better yet, how long have they been providing software to your specific industry? This will help you identify if the vendor understands your special business needs? Also, look for a company that has a history of guiding their customers though technology changes and knows where the software industry is heading next.

2) Software adoption: Many software vendors claim to be partnered with the “number one” software. So, how do you know which one is best for you? One of the best ways to cut through the hype is to ask for references. There's nothing wrong with talking to other industry professionals to ask how the software is working for them.

3) Credibility: It also doesn’t hurt to get other third-party opinions. Has the software provider won awards? What do independent surveys say about the company’s products?

4) Proven support: Ask about the support services you will receive as a customer and any metrics that show the level of service. For example: How quickly are customer questions resolved? And what is the company’s current customer satisfaction ratings for their support services?
 

Picking a technology partner is a lot like adding a new member to your management team—you want someone you trust will help make your business successful.

 

We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

 

Tags: Customer Relationship Management, Enterprise Resource Planning, Small Business, Helpful Tips