ERP Integration Considerations for Manufacturers

By Jack Shannon on 3/21/18 10:00 AM

Guidelines for when integration of your ERP with a 3rd party application is appropriate

The upside to buying enterprise resource planning (ERP) that is not custom-written exclusively for one company is the economy of scale. Since it is written for the masses, the cost per user plummets. Microsoft Office certainly costs much more to develop than the few hundred dollars it costs to license. One of the other upsides is thousands or tens of thousands of users create a robust community that quickly flushes out weaknesses in functionality, helping the software become stronger.

Topics: erp
Continue Reading

Common Structures of an ERP Team

By Nick Mendolia on 3/14/18 10:00 AM

A variety of personalities make a good team

In a previous article you can find here, I discussed ERP Roles & Responsibilities, and how to build your team. In this article, we will get into the kinds of people that form an ERP team. Rather than re-explaining the different titles and responsibilities, let’s talk about the personalities and types of members you’re likely to have in a “common” structure.

Topics: erp
Continue Reading

Are You Getting Everything Out of Your ERP?

By Jack Shannon on 3/9/18 10:00 AM


Know what ERP can do for you

Every month, I talk with people looking to buy an ERP system; and I also talk with customers who have been using ERP for years and years. I am exposed to the entire ERP spectrum. At one end are potential customers who articulate the issues they are experiencing by not having an integrated ERP system; and what they want the new ERP system to do for them. On the other end are customers who have an integrated ERP system that is working very well for them. In the middle are customers who aren’t getting the most they could out of ERP because the users either don’t understand what ERP could do for them, or they don’t know how to set it up to give them what they want.

Topics: erp
Continue Reading

3 Downsides of a One-Off ERP & CRM Integration

By Tim O'Brien on 3/7/18 10:00 AM

ERP and CRM integration benefits and issues

It’s not as simple as one may think for companies to execute an ERP and CRM integration. In many cases, there is no strategy as internal departments do their own thing. For example, accounting may adopt QuickBooks and production may use a non-integrated system or supplement QuickBooks with a plethora of spreadsheets. This scenario is one we commonly see.

Topics: erp
Continue Reading

What Goes Into a Customer Relationship Management (CRM) Testing Process?

By Jack Shannon on 2/28/18 10:00 AM

CRM testing and emotions

Before I explain what goes into CRM testing – which is basically all logic – I’d like to review the emotional side of testing. I’ve never met anyone who disagreed with the premise of testing. After all, what is there to disagree with? The logic is pretty straight forward: The company makes a substantial investment in CRM; new processes are developed to take advantage of what CRM can offer; let’s test it before we use it.

Topics: CRM
Continue Reading

The 5 Keys to ERP Training Post-Implementation (Whether In-House or Not)

By Nick Mendolia on 2/21/18 10:00 AM

ERP training does not end after implementation

During implementation, ERP training primarily focuses on how the company will utilize the software to perform its daily functions, as well as processes necessary to replace the current system. Key users and team members work with their implementation partner to develop a plan and define the training requirements for the new ERP solution.

Post-implementation ERP training is just as important as the initial training to achieve continued success. Every company needs an ever-evolving plan for continuous improvement. Ongoing ERP training should be a significant part of that plan!

Topics: erp
Continue Reading

Biggest Benefits of CPQ Software

By Bryan Foshee on 2/14/18 10:00 AM

Can a configure price quote software solution help me?

If you aren’t sure about what configure price quote (CPQ) software is, or you want to improve your baseline understanding, you can check out my other blog, “What is CPQ?”. If you are specifically looking for Infor CPQ software, you can read a review here.

There are a lot of benefits provided by CPQ software, but probably the biggest one is the ability to make it easier for non-engineers to correctly configure a complex solution. As simple as it may sound, a lot of companies struggle with the issue of salespeople, customers, resellers, and others designing a solution (a part or material) that engineering cannot create, and one that manufacturing departments cannot manufacture. When there’s no CPQ solution in place, it creates very long lead times, and complex back-and-forth discussions due to the difficulty in managing all of the emails, drawings, and conversations that have to take place before actual manufacturing can occur. 

Topics: CPQ
Continue Reading

Manage Your On-time Delivery with Infor Enterprise Resource Planning (ERP)

By Jack Shannon on 2/9/18 10:00 AM

We use the tools we know

I have been to a lot of companies and worked with a lot of people over the years, and I've come to the realization that we all use the tools we know to deal with issues we face. If you ask an assassin to fix a problem, someone is going to die. If you ask a programmer to fix a problem, a new program will be created.

Topics: erp
Continue Reading

Infor CPQ Software - What You Need to Know

By Bryan Foshee on 2/7/18 10:00 AM

What functionality does CPQ have?

Before we jump into specific functionality, get up to speed on what CPQ software is by reading my blog on the subject.

Infor CPQ (Configure, Price, Quote) is a solution that has five distinct modules:

  • Infor Product Configurator
  • Infor Customer Portal
  • Infor 2D Design Automation
  • Infor 3D Design Automation
  • Infor Document Automation

You can learn more about each module below.

Topics: CPQ
Continue Reading

What is CPQ?

By Bryan Foshee on 1/31/18 10:00 AM

What does CPQ stand for?

The software industry has no shortage of three-letter acronyms, so let’s get right to answering the question.  CPQ stands for configure, price, quote.  More specifically, CPQ is a category of software that helps enable the business processes of configuring, pricing, and quoting a product or service.

Topics: CPQ
Continue Reading