Accomplished Sage Partners, Envisage and Pimbrook, collaborate to outline essential factors to consider when advising clients on finance and ERP systems.
1. Alignment
We often come across companies that implement finance and ERP systems, but those systems do not align with their business goals.
Planning out the project objectives and company-specific requirements is critical to ensure that the selected software addresses key organisational challenges.
We've seen lots of cases where companies buy a new system that's either too big, too small or simply isn't flexible enough for their growing and changing needs.
Getting it right the first time is crucial. To prevent this misalignment in the first place, seeking guidance from ERP solution experts can lead to significant advantages for both you and your clients, ensuring a successful outcome.
2. Industry knowledge
Understanding the nuances of a particular industry is vital when it comes to finding the best solutions for your clients. The requirements of e-commerce businesses are quite different to those of convenience stores or service-based organisations. A one-size-fits-all approach just doesn’t work.
When making recommendations to your clients, there are two important factors to consider:
- Does the software application meet the industry-specific requirements of the client?
- Does the ERP provider have the industry knowledge and expertise to deliver a successful project?
Every business is unique, so a credible partner should have the experience to recommend the right vertical solution to help overcome the financial and operational challenges for the client.
3. Trust
Reputation is key.
Recommending a solution to a client brings with it the responsibility of ensuring that everything goes smoothly.
Your client is trusting you to recommend the best solution for their needs. From a project delivery perspective, choosing a partner that is easy to work with, has industry knowledge and experience and can deliver a range of local services to guide and support you and your clients is critical.
Envisage and Pimbrook are leading Sage Partners with a combined 40 years of experience. Working seamlessly in partnership, Pimbrook provides Sage 50 and payroll solutions to a range of small and medium-sized businesses. Envisage specialises in Sage 200 and Sage Intacct, servicing the needs of medium-sized organisations with either domestic operations or a global presence.
Clients include Tour America, Jump Juice Bars and Munster Rugby.
We tailor our services on a case-by-case basis and can offer advice and training directly to accountants and consultants to help you deliver more value-added services to your clients.
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This article is sponsored by Envisage and Pimbrook
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