Insights & Information regarding enterprise resource planning software from a leading industry

Payroll Tax Update for Sage 300 & Reconciling Inventory Control

Posted by Bonnie Wittmeier on Fri, Jun 26, 2015 @ 04:32 PM

What to payroll tax updates and reconciling inventory have in common?  You can find information on both of these items in the new Plus / BAASS BC customer center! 

1)      Payroll tax updates:  It’s that time again!

Sage publishes tax updates for the current version of Sage300 and 2 versions back.  Download the tax update from one of the following locations or contact one of our support technicians to assist.

Save the tax update on the server in the shared data location, so it is accessible for installation on all workstations.  It is recommended to install the update on all workstations where Sage 300 is installed, however, the minimum installation requirements would be to install only on the workstations where the users need access to payroll functions. The best time to do the installation is after the last payroll is run for December, and before the first payroll is processed in January. (or after the last payroll in June and before the first payroll in July)  Logon to the workstation as the administrator … 

To continue reading the full Knowledge Base article click here !

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BSI: 2015 Top 100 VARS

Posted by Kirsten Lester on Mon, Jun 22, 2015 @ 12:19 PM

CaptureBAASS Business Solutions takes the twenty first spot on the list of Top 100 VARS for 2015.

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Cloud Accounting and ERP Privacy including Not for Profits

Posted by Glen Mund on Fri, Jun 19, 2015 @ 04:05 PM

As a reseller of cloud accounting software we are often met with opposition from our prospects and customer regarding the privacy and security of their data in the cloud.

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The Key to Optimizing Efficiency in the Service Industry

Posted by BAASS Consultant on Tue, Jun 16, 2015 @ 12:24 PM

dreamstime_xxl_8903211-1Running a successful service operation is no small feat. Between managing service technician schedules, fielding customer requests and ensuring that you have the right parts on hand, service management can get complicated really quick. A lack of organization and streamlined processes can create additional challenges, leading to significant inefficiencies, longer service times and unhappy customers.

Many of today’s service operations are still maintaining paper-based processes and scheduling methods. While this may work for smaller businesses servicing only a few clients a week, for the majority of those in the service industry, paper-based processes are not only inefficient but harmful to growing businesses. With no way to easily communicate scheduling changes or check parts inventory, service technicians have to spend their precious time tracking down the next job and waiting for answers on inventory questions. This leads to significant inefficiencies and results in less than satisfactory service.

In order to run a successful service operation, companies must find a way to automate the entire field service process, including installation, repair, preventative maintenance, scheduling and dispatching, inspection, call receiving, contracts, and invoicing. This can be done through the implementation of a service management software solution.

Service management software provides service industries with a centralized system to automate tasks, increase visibility across the workforce and back office, and create reports quickly and easily. The software can be used to:

  • Connect service technicians with important customer, inventory, asset and warranty while on the road through mobile devices
  • Improve the collection of business data
  • Extend reporting capabilities
  • Create and document inspections while in the field
  • Maximize the number of hours spent on billable labor
  • Provide service technicians with real-time scheduling so they always know where to go next
  • Automate the scheduling of preventative maintenance

Are your paper-based processes contributing to inefficiencies in the field? Contact us to find out how you can automate key processes so you can service your customers well.


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Is Poor Inventory Management Affecting Your Profitability?

Posted by Glen Mund on Tue, Jun 16, 2015 @ 12:21 PM

dreamstime_xxl_4830555-1Your inventory is not cheap. From the initial purchase from your suppliers to the carrying costs involved in storing and processing each item in the warehouse, the costs associated with inventory management add up quick. If left unchecked, the costs can spiral out of control and steal away your company’s profit before you even get a chance see the money filter into the business.  

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4 Tips To Consider When Moving Away From Sage BusinessVision

Posted by BAASS Consultant on Tue, Jun 16, 2015 @ 12:16 PM

Changes_Ahead_Sign_small-1Although no official announcement has been made by Sage to discontinue BusinessVision, Sage is slowly phasing the product out. Sage will continue to support BusinessVision over the next two years. The roadmap includes two product updates and the necessary payroll updates needed to keep your system optimized and compliant with the latest technologies and regulations.

To help you move to the next generation of Sage solutions, Sage has introduced a special promotion to help grow your business into the future.  As a Sage BusinessVision customer, you can renew to the new two for one Sage Business Care Gold plan, maintain your license to Sage BusinessVision, and receive unlimited phone support, more remote desktop support, and enhanced learning services for about what you pay now. In addition to the enhanced Sage Business Care Gold features, you will receive Sage 300 Online or Sage 50 Accounting–Canadian Edition as a part of this offer. Access to Sage BusinessVision and the new solution allows you to switch solutions on your timeframe, when it is convenient for your business.

For many businesses across Canada that have already decided or are considering moving away from BusinessVision, this means migration plans to new accounting and ERP solutions are just beginning to formulate. If you are considering moving to another solution, there are a few things of which you need to consider.

The following tips will alleviate some of the pain involved in an ERP migration and help you get the most out of your new accounting and ERP solutions.

  1. Be wary of customization
    While software customizations can certainly provide you with the functionality you need, they are not always the right choice. A typical software customization can be costly and put the software at risk of being removed from the update path. This, in turn, can leave you with dated and sometimes ineffective software early on in the product’s life cycle.

    Software migrations are a good time to re-examine your current customized applications and reports and delve into the features provided by newer, more technologically advanced business solutions. More often than not, modern accounting and ERP solutions will have the features you need in terms of customized reports and analytics without you needing to invest in costly and unsustainable customizations.
  1. Educate yourself on all of the new features and functionality available in the solution
    The accounting and ERP software market has grown over the past few years, and with that growth many new features and functionalities have been added to the software. Familiarize with the new technology and make a list of the features and functionality that would benefit your business.
  1. Clean up your data
    One of the main challenges and cost drivers associated with an ERP upgrade or migration is the data conversion and migration process. Data conversion and migration can get complicated and messy; however, with the right amount of preparation, you can prevent some of the major headaches involved.

    Before you can begin to think about moving to a new solution, you need to spend some time cleaning up and organizing your data to ensure its integrity in the new solution. Preconfigured tools and Cloud technology have simplified this process, allowing companies to clean up and transfer data seamlessly. To ensure proper migration, it is best to rely on a trusted business technology partner who can guide you through every step of the data conversion and migration process to prevent unnecessary (and devastating) data loss.
  1. Invest in training for the new solution A new accounting and ERP system comes with new features, new functionality and new dashboards to learn and master. Ensure you train your end-users thoroughly on the new solution and involve them in the migration process. By being a part of the migration process, your employees can see how existing data translates to the new system and get a feel for how the system works and meets their needs
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Looking to Improve Business Performance? Start with Your Reporting

Posted by BAASS Consultant on Tue, Jun 16, 2015 @ 12:12 PM

Graphs_on_Paper-1How do you think your company is doing in terms of performance? In what areas could you use improvement? If you are like most businesses, there are always improvements to be made, no matter how hard you have worked in the past to improve your performance. Having the ability to identify what areas of your business need the most improvement, however, can catapult your efforts and increase your business effectiveness.

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How to Solve the Challenge of Getting the Right Stock in the Right Place

Posted by BAASS Consultant on Tue, Jun 16, 2015 @ 12:07 PM

SageERPInventoryAdvisor-dashboardIt's no secret that companies that own inventory struggle to balance the competing interests of various stakeholders in the organization.  On the one hand, the finance team wants to minimize the cash tied up in inventory, as well as reduce the carrying costs of that inventory. Industry standards indicate that carrying costs average around 25% for items such as insurance, physical counts, moving and storage and damage & obsolescence. These are all great reasons for minimizing the amount of inventory on hand.

On the other hand, the sales team never wants to run out of stock, which can delay or possibly lead to lost sales. From their perspective, the firm should hold as much inventory as possible, even if they need to rent temporary storage units to hold it all.

The person responsible for managing the planning and buying of stock ends up stuck in the middle of these two conflicting views. Typically this role is burdened with inadequate tools to manipulate the data. Thus, your resource may spend hours every day or week running reports, exporting to Excel, building macros or pivot tables; a very laborious and error-prone process at best.  This is a significant issue because inventory is likely the largest asset on the balance sheet for these firms, and is often the lifeblood of the business. Recent studies have indicated that 42% of inventory-based firms consider excess inventory to be their biggest concern, while 37% list stock-outs as the biggest problem.

Proper inventory management is crucial to the efficient and profitable operation of distribution, manufacturing and retail companies. It is why many firms have already invested in support tools such as bar coding, warehouse management, multi-bin solutions, shipping automation, and EDI.  These applications can help you count, move, receive and ship inventory. They let you know what stock you have and where it is located.  But, they don't assure that you have the right stock in the right place. For that you need an inventory replenishment solution that helps you understand lead times, accurately forecast your demand, and place optimal orders from suppliers at the right time.

If that sounds familiar, then there are applications to assist warehouse professionals.  Sage Inventory Advisor is one option worthy of investigation. Sage Inventory Advisor is a cloud-based tool that integrates with your Sage ERP system and addresses the challenges identified above. It provides an easy-to-use interface that utilizes a dashboard to highlight and focus attention on the most critical problems in your inventory now, and, importantly, the forecasting engine alerts you to the potential for additional stocking issues. It also helps the inventory buyers produce the best possible purchase orders in a fraction of the time of more manual methods.

The system can be rapidly deployed in only hours and is sold on a monthly subscription basis.   This application is now in use by over 4,000 users at over 450 firms - managing nearly $2B in inventory. These firms have reduced their stock levels by 10% - 15% or more while improving their order fill rates from 2% - 10% or more. That translates to significant freed up working capital, lower costs and improved customer service and sales.

To learn more about Inventory Management and how it might help you to achieve optimum inventory levels, please contact us. For an introduction to Sage Inventory Advisor please register for our free webinar on June 24th at 2 pm ET.  If you register and are unable to attend, we will send you a recording of the event.  

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Lead Nurturing: How to Build Effective Campaigns that Convert Leads into Customers

Posted by BAASS Consultant on Tue, Jun 16, 2015 @ 12:03 PM

CRMHow much time are you currently dedicating to nurturing your leads? Have you given much thought into how to effectively engage each individual, or are you simply throwing general marketing campaigns in their direction hoping they will bite the bait? Effective lead nurturing and management requires a lot of time, effort and individualization, all things today’s sales and marketing departments do not have to spare.

For the sales and marketing department short on every available resource, lead nurturing can feel like an impossible goal to accomplish and an unwelcome task. Whether you like it or dread it, lead nurturing and engagement is crucial to the long-term success of your business, so you need to give it some thought. Your leads will not come to you on their own; you need to go to them in a strategic and well thought-out manner if you ever hope of converting your list of prospects into the customers you desire.

Using Modern CRM Tools to Boost Lead Nurturing Efforts

Finding ways to collect and store quality information about leads in order to customize campaigns and improve engagement is the key to developing leads into lasting customers. Notebooks full of contacts and business cards will not provide you with the organization or information you need to nurture leads effectively. What you need is a solution capable of storing the necessary contact information and tracking marketing efforts and sales calls as they occur. This, in turn, will help you develop more customized campaigns that actually appeal to your prospects.

Customer relationship management (CRM) can provide you with all the tools you need to turn long-time leads into customers. Here are a few ways you can use the marketing automation tools within CRM software to improve your lead nurturing and management efforts:

  • Uncover the most promising leads. No one wants to waste their time focusing on prospects who will never budge. With the data gathered via your CRM system, you can determine whether a lead is worth following up on now or later, helping to improve your lead conversion and success rate.
  • See how your leads are responding. In order to develop a quality lead nurturing campaign, you need to track and keep detailed records about your prospects’ every move. With detailed behavioral tracking capabilities, CRM software allows you to view information like what pages your prospects are visiting, where they are in the buying cycle, and the types of content in which they are interested. This detailed history provides you with insight into what exactly your leads are interested in so your sales team can customize their pitches accordingly.
  • Send targeted content. Part of quality lead nurturing requires you to stay in front of your prospects so they know who you are and the services/products you provide. With a quality CRM system, you can send targeted content at each stage of the lead’s research so they are seeing the information they need and how your product or service best meets their need.

CRM transforms the lead nurturing process, allowing you to develop more personalized campaigns, track your efforts, and accomplish more wins. Discover how you can use CRM to convert more of the prospects and leads on your list into quality customers.

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Adding Value to your ERP System with Automation

Posted by Richard Edwards on Fri, Jun 12, 2015 @ 04:30 PM

ERP_colourEither when implementing a new ERP system or when upgrading or reviewing an existing system, it is important to consider the company's processes. It is always wise to consider especially processes that happen all the time “because they have always been done that way” to examine whether or not those processes can be automated, saving time, effort and money.

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