L54: How to Strategically Aligning your Software Suite

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Overview

Many integration companies struggle with the inefficiencies of relying on multiple systems to run their business: CRM, quoting, proposal generation, project management (planning and tracking schedules and resources), purchasing, inventory, service contracts and dispatch, accounting (invoicing and accounts payable), etc.

Why is this session important?

This structure requires a lot of administrative effort to collate and correlate disparate data into timely and meaningful information for management reporting and decision making.the goal will be simple; to clearly define and articulate ‘how, how much, and what’ each product offers when weighed against the company’s specific operational goals.   Begin with the number of necessary query categories such as; the number of required platform modules, i.e. accounting, production, inventory, distribution, etc; depth of customer support, i.e. direct, voice-only, online-only, all the above; depth of warranty, price model.   final judgments relating to the purchase of an ERP platform should be defined by business management, not representatives of the IT community.

Friday, January 17, 2025, 11:00am
Central Time (US and Canada)

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