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Posted by & filed under ERP, Sage, True Sky.

Read more on "Gearing-Up for the Sage Summit 2014!" »

In a few short weeks, the Sage Summit 2014 will have the TGO Consulting team shouting Vegas Baby! Held in the beautiful Mandalay Bay Resort, this year’s Sage Summit will feature some high-profile speakers such as actress and entrepreneur Jessica Alba and NBA basketball legend Earvin “Magic” Johnson. Whether you are attending to learn and share ideas, expand network connections, or simply learn how Sage software can improve your business, the Sage team is striving to make this the most valuable business event of 2014.

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Jessica Alba – Co-founder of the Honest Company, NYT Best Selling Author

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Magic Johnson – Chairman and CEO of Magic Johnson Enterprises

Sometimes, conferences can become routine and mundane, as following a strict schedule can be a daunting task. However, what I like about the Sage Summit is the ability to build your own personal agenda. Every day, attendees have the ability to choose from a variety of stimulating thought leaders and product sessions. Choose only which sessions are right for you and maximize the return you get from the conference.  Sage supports over 6,000,000 businesses worldwide, which means that the conference is built for a wide-audience, perfect for any business or individual looking to gain a competitive advantage. Be sure to visit our valued partner True Sky’s booth #2017, for all information on their powerful Planning, Budgeting and Forecasting solution designed to meet the needs of larger organizations with unique or complex requirements.

Here are 3 things I can’t wait to see and do at the Sage Summit 2014:
  1. Bruce Coxen Dragons Den star and co-founder of Round 13 capital will be speaking as part of the thought leader portion of the conference
  2. The “maximizing your workforce and benefit track” is sure to be an interesting and valuable session, teaching attendees how to transform their workforce into their greatest asset
  3. Engage in valuable conversation and debate with like-minded professionals from across the world, is something I and the TGO team always look forward to
Click here to join TGO at the Sage Summit 2014!

Posted by & filed under Dynamics GP, ERP, Microsoft.

Read more on "Microsoft Dynamics GP: Collections Management Module Improvements" »

 

Collections Management PaintThe Collections Management module for Microsoft Dynamics GP is owned and supported by Professional Advantage. Profad helps businesses streamline processes, improve their cash flow and track collection information. Professional Advantage and Microsoft had a 12 year OEM agreement, but after regaining control over Collections Management, Professional Advantage made significant updates and improvements to the module.

Most users already have Collections Management integrated into their MDGP solution. Here are some of the areas users can notice and utilize improvements:

Enhanced Email Capabilities
  • Improvements provide users with easy access to message templates
  • Ability to attach some or all of customer invoices to an email
Customizable Collection Plans
  • Fully customizable collection processes and collection plans encourage users to adapt to the specific needs of each customer
  • Group similar customers together to speed-up process time
  •  Never miss a collection with system generated reminders
Quick Start Wizards
  • Promote the easy set-up of customer queries, collection plans, letters and actions.
Microsoft Word Integrations
  • Easily attach and send invoices and receivables statements created in Microsoft Word.
Reporting
  • Advanced reporting capabilities including forecasting cash flow and customer metrics
  • Utilize new SQL Server Reporting Service (SSRS) reports.
SmartList
  • Remove the redundancy of searching through endless amounts of individual records
  • Integrate collections notes that filter based on key words, collector ID’s and more
Send Invoices from Any Integrated System
  • It does not matter if you are creating invoices outside of Microsoft Dynamics GP
  • If your system can produce a PDF, the improved Collections Management module has the ability to send it
  • Invoices now can be also available outside of Dynamics GP providing employees access to key information on-the-go

 

Posted by & filed under ERP, Manufacturing & Distribution, Sage.

Read more on "Use A SWOT Analysis When Pursuing Customers" »

This is part 6 of 12 in our series on the importance of owning a business management system. If you missed it, catch up on last week’s post, Learn To Determine Which Opportunities To Pursue And Which To. For more insight into the challenges that distribution companies must overcome, be sure to download and read our free eBook, “The road to profits: How mid-size distributors can compete and win in a mega supplier world.”

While you want to add to your long list of profitable customers, you don’t want to bid on every opportunity that comes your way. Not all bids are profitable and you can’t sacrifice your profit margins and expect to stay successful. A SWOT analysis (strengths, weaknesses, opportunities, and threats) can be used to determine which customer bids can yield the greatest revenue potential.

SWOT

 

In order to prepare a bid, you need to have quick access to reliable financial data, supplier and vendor data, and employee availability. This type of data is needed in order to determine whether you have the time and resources to fulfill the project, as well as whether you will realize a reasonable profit margin. If you are using entry level or disparate, specialty software, you may not have speedy access to your data and the data could also be unreliable. Using poor data for a bid could result in a project or customer that puts you in the red rather in the black.

Download “The road to profits: How mid-size distributors can compete and win in a mega supplier world,” a complimentary eBook, to learn how to quickly access the business data needed for a SWOT analysis with an integrated business management solution. Within this single business management solution, you can manage financials, supply chain, manufacturing and distribution, and other core business operations. In addition, the powerful business intelligence and robust reporting offered in these solutions will make it easier to find key data needed for a bid, including current supplier pricing, product and employee availability, and profit margins. Regular monitoring of your profit margins can provide valuable insight into whether to bid on similar projects or customers or whether to pass.

Using a comprehensive and integrated business management solution will provide swift access to reliable data so you can respond faster and create accurate bid requests. Download the free eBook and contact TGO Consulting for more guidance on using today’s business management solutions and the SWOT analysis to determine whether to pursue a new customer or pass on the next bid.

Are you a mid-sized distributor trying to compete in an Amazon.com world?

Gain insight into the challenges that distribution companies must overcome:

distribution ebook

Posted by & filed under General, Sage.

Read more on "Sage ERP X3 Version 7: Enhanced Business Insight" »

According to research done by the Aberdeen Group on ERP and business intelligence (BI) in the SMB, it takes an average of 11.5 days for a company manager to be notified of a situation that is effecting their business. Are you okay with waiting that long to even find out about the problem, let alone fix it? With a comprehensive solution like Sage ERP X3 version 7, gain the ability to compile and analyze extensive company information and insight.

Here’s how you can effectively monitor information with the right ERP solution:

Begin with the correct data

Employees work hard to document and record important information. But if they are internally storing the documents on their hard drives, the rest of the business is deprived of useful business insight. The right ERP solution will eliminate employees working off multiple copies of documents and promote a coherent view of the business at all times.

Self-Serve Intelligence

It doesn’t matter that you have the right data, if you can’t access it when you need it. Eliminate inefficiencies with processes by enabling all areas of your business to gather their own data.

Work exceptionally

Sometimes, too much data can cause employees and team members to become overwhelmed. This is why companies should focus on exceptions, not expected norms. The right ERP solution will notify users of any business anomalies, promoting quicker and more effective problem-solving.

Want to learn more about how Sage ERP X3 version 7 can provide your business with relevant intelligence?

Read more about Microsoft Dynamics GP

Posted by & filed under Manufacturing & Distribution.

Read more on "Learn To Determine Which Opportunities To Pursue And Which To Pass" »

This is part 5 of 12 in our series on the importance of owning a business management system. If you missed it, catch up on last week’s post, 3 Ways To Turn Inventory Into A Strategic Advantage. For more insight into the challenges that distribution companies must overcome, be sure to download and read our free eBook, “The road to profits: How mid-size distributors can compete and win in a mega supplier world.”

Not every sale is a good sale. The pressure to win bids can cause you to drop prices or sacrifice quality which can threaten profit margins. Before you know it, you could end up losing money on a project or customer. Use the SWOT (strengths, weaknesses, opportunities, and threats) analysis to determine which customers to satisfy and which to pass.

SWOT

 

In an effort to boost sales, it may be tempting to bid on any project that comes your way. However, you may not always have the time or the right team of experts to devote to a potential opportunity and not every project can yield the profit margins that you want. Being choosy can actually be better for your business as well as your bottom line. In order to know which products to bid on and which to avoid, you need reliable financial data. Get the details you need for your SWOT analysis by implementing one of today’s innovative business management solutions.

As highlighted in this complimentary eBook “The road to profits: How mid-size distributors can compete and win in a mega supplier world,” distributors that utilize a comprehensive business management solution can access data quicker and easier than those that utilized disparate specialty solutions. Instead of poring through spreadsheets and files, you can use the real-time data at your fingertips to make a quick decision. You can evaluate profitability by product line or by line-item, evaluate current supplier pricing and promotions, consider potential competitor information, and make a determination about whether to bid or remain focused on the opportunities at hand. The quicker you can access relevant, accurate data, the quicker you can prepare a bid or get back to your current projects and customers.

The business intelligence and robust reporting features in an integrated business management solution offer a more efficient and accurate way to get to the data you need for a SWOT analysis. Download this free eBook and contact TGO Consulting for more information about using the right business management solution to determine which opportunities to pursue and which to pass.

 Are you a mid-sized distributor trying to compete in an Amazon.com world?

Gain insight into the challenges that distribution companies must overcome:

distribution ebook