1. Define business needs and goals

To find the best ERP system for your business, it’s important to start by defining your specific business needs and goals. Think of this as the foundation for your journey to implementing a fully functional ERP system. By clearly defining what you need and what goals you have from the outset, you can ensure that every step in the process contributes to achieving these goals effectively.

Make sure these needs and goals are included in every part of the ERP system selection process – from comparing different options to customizing and integrating the chosen solution into your existing structure. By keeping your needs and goals in mind throughout the process, you can ensure that the chosen ERP system not only meets your current requirements but also supports your long-term goals.

2. Conduct a thorough analysis of your business processes to understand exactly what you need from an ERP system

Before deciding on an ERP system, take a close look at how your business processes work. It’s important to understand what you need from the system to best fit your needs. Consider how your daily work looks and how it may change in the future. Give each department the opportunity to tell what they wish for from the new system. Perhaps there are manual processes that can be automated or ways to reduce the margin of error in data management. By examining the company closely and documenting your needs and desires, you save both time and money in the long run.

3. Make a list of the features you want your new system to include and prioritize the features that are most important to the business

Once you have clarified what you want to achieve with your system, it is important to clearly write down and communicate which specific features your company needs the system to solve. It is also important to clearly document which features are most important and therefore should be prioritized. This will also save you both time and money!

4. Request demonstrations and test drives to see how the systems work in practice

To get a better feel for how different systems work in practice, it’s a good idea to request demonstrations and test drives. This way, you can see the systems in action and assess how they fit your needs. It also gives you the opportunity to work with the system and discover its user-friendliness and functionality.

By following these steps, you can make an informed decision when choosing an ERP system and find the one that best suits your business!

What is an ERP system?

An ERP system, or Enterprise Resource Planning system, acts as the brain of your business. It’s a software solution that helps you manage and integrate crucial parts of your operations, such as sales, purchasing, inventory, production, finance, and human resources, all under one roof.

With an ERP system, you can streamline and automate your business processes, coordinate different departments, and gain a comprehensive view of how your business operates, leading to increased productivity, cost savings, and better decision-making.

How an ERP system benefits your business!

1. Better efficiency: By automating routine tasks and integrating various business processes, you can save time and resources.
2. Increased visibility: You get a clearer view of your business since all information is gathered in one place, making it easier to make informed decisions.
3. Improved customer service: Having quick access to customer information and order history allows you to provide better service and respond faster to customer inquiries
4. Better inventory management: By monitoring inventory and forecasting demand, you can avoid overstock or stockouts, reducing losses and improving customer satisfaction.
5. Stronger financial control: You can track costs, revenues, and other financial data in real-time, making it easier to keep an eye on your company’s finances and make strategic decisions.

In summary, an ERP system helps you work smarter, not harder!

Read more about Forbes Advisor’s review of Microsoft Dynamics 365 here! Best ERP Systems Of 2024 – Forbes Advisor

Read more about finding the right ERP system that fits your business needs here!

How does Power Apps work?

With Power Apps, users can easily create custom business apps without coding. Build unique apps that automate processes, collect data, and improve productivity, all using an intuitive drag-and-drop interface. With Power Apps, you no longer need to struggle with complex code. You can quickly and easily create apps that fit your company’s specific needs and accelerate digital transformation!

With Power Apps, you can:

1. Create custom apps quickly and easily: Become your own app developer without needing to code. Power Apps offers an intuitive drag-and-drop interface that allows you to rapidly create apps to address specific business needs.
2. Automate processes: Streamline and automate business processes by integrating apps with existing data sources. Power Apps enables you to streamline workflows and eliminate manual steps.
3. Customize apps to fit your needs: Tailor apps to your business requirements and needs. With Power Apps, you can easily add new features, customize the user interface, and integrate with external systems to get exactly what you need from the app.
4. Improve productivity: Provide your users with the tools they need to be more productive and efficient in their work. With custom apps optimized for specific workflows, users can complete tasks quickly and easily without unnecessary obstacles.

With Power Apps, you can take control of your organization and create apps that truly drive your business forward. Let us help you shape the future of workflows and create a more efficient and competitive organization!

Here’s how to do it:

In the Sales Invoices list, mark the invoices you want to post. In the menu, click on Post and then Post again.

In the dialog box that appears, you see how many invoices will be invoiced. Click Yes if you want to post.

With this, you can save time and many clicks in the system!

Do you find that data is collected in various parts of the organization without any clear structure? Is it difficult to find statistics and reports for important decisions? Is a lot of time spent chasing information from employees? These are clear signs that you are not working with the right business solution!

An optimal business solution is a fundamental pillar for your business to grow and develop. The right business solution not only provides an overview of the organization but also streamlines your workflow by automating unnecessary routines, creating meaningful decision-making bases, improving customer management, and fostering a more sustainable work method.

Choosing a business solution is both an important and big decision, but it can also feel difficult to know what suits you. Here are 6 tips to consider when selecting a business solution!

1. What are your business’s specific needs?

   It may seem obvious, but the first and most important step to finding the right business solution is to figure out what you actually need! The most efficient way to map out your needs is through an analysis of your business. What works well, what doesn’t work as well, what challenges do you face, and what problems do you want your business system to solve?

   The clearer the picture you have of your needs, the easier it will be to find what’s right for you!

2. Involve your employees!

   Switching to or acquiring a new business system is a significant decision that leads to major changes for the entire organization, so it’s important to involve your employees in the process. When it’s time to start thinking about what you want your business solution to do for you, a discussion among employees is a good start. This way, you can get to the bottom of what different parts of the organization think and feel.

   Remember, no one knows the shortcomings of your current system better than its users!

3. Turn your needs into features!

   Now that you have a clear understanding of your needs, it’s important to translate these into actual features in a business system! What do you want your business system to include to meet the needs you’ve identified?

   Set expectations for what you want from your business solution!

4. A cloud-based business solution?
   Another tip for choosing the right business solution is to consider whether you want a cloud-based system. There are several advantages to using a cloud-based business solution, such as the ability to access the system from various devices no matter where you are.

5. What do you think the future will look like?
   The right business solution is an investment that should benefit you today and in the future. Therefore, it’s also important to consider your business’s potential for growth with a business solution, or if the system lacks the capacity to match your development.
   
   The right business solution should contribute to your development, not hinder it!

6. Talk to us!
   Our final tip is to talk to us! We understand that choosing the right business system can be tricky, but we are here to help you find the right solution in the jungle of options. We have experience helping companies find the right solution, big and small, regardless of industry.
   
   Don’t hesitate to contact us today – we are confident that together we will find the right solution that fits you like a glove!

With our Business Central Start, you can quickly get up and running in the cloud.

A cloud solution allows you to more easily create a system that suits your needs.

There are many advantages to choosing a cloud-based business solution, and it is worth repeating them regularly. In the cloud, you have the opportunity to scale your business solution more easily and to adapt it cost-effectively according to your needs. You can smartly add or remove functionality, users, and more. For instance, if you need to…

• Report time – add a time reporting app.
• Follow up – add an app like Power BI for support in follow-up.
• Recurring billing – add a contract billing app.

And so on.

Save money and time with automatic upgrades.

With an online business solution, you will always be updated with the latest version, meaning you never get stuck in an old version. Your business solution is upgraded automatically twice a year at no extra cost, saving you both money and time. This means you get all the new improved features with each version and always have the latest on the market.

Concerned about security? The safest place for your business is in the cloud. By choosing Microsoft’s cloud products, you can trust that resources are dedicated 24/7 to maintaining the highest possible IT security for you.

Get a Complete Solution in the Cloud

Another advantage if you choose Microsoft’s cloud application Business Central is that it is part of Dynamics 365 and thus shares the same database with many other smart apps. You then connect your ERP system with apps for CRM, marketing, customer service, or follow-up, and information is synced between the applications. Smart AI technology is also built into the systems.

It doesn’t matter if you have a small or large company, the cloud is suitable for everyone. Everyone can take their business to the cloud. If you are currently using an old version of NAV or Business Central on-prem, we are experts at moving you to the cloud. We have all the tools to help you, and we have done it many times before with our clients.

Learn more about our Business Central Start package.

1, Even smoother actions for error resolution

When an error message appears, BC24 provides the option to directly navigate from the error message to the table where the error needs to be corrected. For example, if an account is missing in the currency table. There is also the option to share the error message on Teams or via email.

2, Currency Revaluation at the Account Level

At the account level, a sub-table can be activated that retains information about the amount in the original currency, allowing the account’s total to be revalued to a new exchange rate, similar to the function available for bank accounts and accounts receivable.

3, Chat with Co-Pilot

In several parts of the system, it will be possible to chat with the co-pilot to find information or ask questions about functions and how certain tasks should be performed.

4, Improvements in the Drag-and-Drop Function

In BC24, it is possible to add multiple files in the drag-and-drop function.

Start by composing your standard text in a Word document.

1. Search for Report Selections – Sales.
2. In the top dropdown menu for Usage, select which document setting to apply for, choose Invoice in this case.
3. You need to specify the invoice number for Report ID, usually, 12047973 is used.
4. Check Use for email attachment and click on the three dots in the field “Description of custom layout in email body text”, in the next view click on the three dots at the top of the menu – choose New-New.
5. Check Insert Word Layout and click OK.
6. Click on Edit List and enter a description.
7. Select the line and click on the three dots at the top right and choose Layout – Import Layout.
8. In the next step, choose to upload your Word document that you have saved with your body text.
9. Select the line and click OK.
10. When you return to the Report Selections – Sales list, check the box Use for email body text.

With this setting, you can streamline the process and avoid having to enter the same text every time you email an invoice. For example, you can include your signature in the body text to automatically add both text and signature.

Here’s how to do it:

Go to the item in the item registry and navigate to Related – Item – Extra Texts to enter the information that will be printed out. You also need to check the Use Extra Texts box on the item card if you want them to automatically print out as soon as you, for example, pick up the item on a sales document.

By adding Extra Texts to your items, you automatically get additional information without having to keep track of it yourself.

For business growth, control is essential.

To drive your business successfully, it’s crucial to have a grasp of your production process, inventory management, and invoicing, preferably within a unified system. In this post, we will delve deeper into how PrintVis addresses the challenges faced in the graphics industry.

Estimation and Quotation – Save Valuable Time

PrintVis simplifies the estimation process through a user-friendly setup, allowing you to estimate various jobs using templates tailored to your common inquiries. Utilize standard templates for quotation requests; even if the quote requires different options, you can easily assemble your quote with a few clicks. Standard templates provide essential pricing information during estimation, automating the process and ensuring no crucial details are overlooked. Proper pricing with PrintVis enhances competitiveness, increasing your chances of winning orders. The system provides assistance in estimating the financial aspects of a job, including total, direct, and overhead costs, enabling you to arrive at an optimal sales price and avoid losses on undertaken jobs.

Case Management

The case manager serves as a tool to administer orders and assist daily operations, providing full insight into ongoing and completed jobs. Track deadlines, delivery dates, customer information, job history, and more. Identify jobs in the quotation stage, approved projects, and those currently in production. Assign different parts of a job to different individuals, ensuring comprehensive task management and preventing any job from falling through the cracks.

Planning and Scheduling

Save time and enhance efficiency by automating job scheduling in PrintVis. The system includes a built-in feature to automatically schedule jobs when a new order is placed, generating an optimal production flow proposal. If manual scheduling is preferred, PrintVis offers flexibility to accommodate your needs.

Inventory and Procurement

To optimize your resources and capacity, accurate forecasts of stock levels are crucial. With PrintVis, you can monitor when inventory balances are likely to drop, impacting cash flow due to items remaining in stock for extended periods. Reliable inventory information, coupled with precise forecasts, enables you to maintain stock levels for optimal operations and increased profitability. PrintVis streamlines inventory management, minimizes waste, and ensures efficient utilization of existing stock.

Calculate Costs and Invoice Intelligently

PrintVis provides comprehensive insight into both current and historical jobs. Compare quotations with actual job consumption to evaluate accuracy. Analyze job costs and profit margins, utilizing this information iteratively in your business system. With a deeper understanding of costs and influencing factors, you can enhance revenue generation. Invoicing is seamlessly integrated with estimates, consumption, and total job costs. Access the right information to effortlessly create invoices with a single click, generating them from quoted prices, final order prices, or actual job costs. The system accommodates various invoicing methods for different products, ensuring flexibility to meet diverse invoicing requirements.

Financial Management

In this realm, PrintVis offers versatile options for effective tracking, allowing easy customization to align with your operations. Seamlessly add fields, tables, and user-specific menus. Establish business rules such as payment terms or discounts for individual customers and suppliers. Analyze based on various criteria like profit, cost centers, departments, regions, products, or other relevant aspects. Share reports online or via email, keeping management, colleagues, partners, or stakeholders informed about business developments.

What Sets PrintVis Apart from Other Business Solutions?

PrintVis distinguishes itself by being on the market for over 20 years, continually developed by skilled specialists in the printing industry to meet market demands. One primary reason to choose PrintVis is the strength, security, and longevity provided by certified Microsoft products. With the backing of a resilient brand and products that have propelled companies worldwide across various industries, you can confidently choose PrintVis for your business.

Are you interested in learning more? Contact us.