Bring financial, sales, employee and operational information together with ERP apps and modules that improve visibility and coordination across your business.
An effective ERP environment does not require every organization to use the same combination of tools. At D&A Effective Business Solutions, we examine where information becomes disconnected, which processes create unnecessary work and which existing applications should remain part of your operations.
We configure Sage 300 or Acumatica using native functionality, connected applications and tailored workflows across five core areas: Finance, Sales, Human Resources, Analytics and Automation. Capabilities can be introduced according to your priorities and expanded as your requirements evolve.
Connect invoices, payments, cash flow, budgets and financial reporting to give your team a more consistent and current view of the organization’s finances.
Centralize customer information, opportunities, quotes, orders and follow-ups so representatives can keep each opportunity moving with fewer administrative steps.
Coordinate employee records, onboarding, requests, time information and workforce planning through processes adapted to the responsibilities of employees and managers.
Turn ERP information into dashboards, reports and performance indicators that help teams monitor results, investigate changes and make informed decisions.
Use predefined rules to move approvals, notifications, validations and recurring tasks forward while preserving the controls your organization requires.
Adding ERP capabilities does not always mean replacing every application your organization relies on. Our ERP integration specialists assess which systems should remain, where each type of information should be maintained and how compatible platforms can exchange data through available APIs, connectors or configured workflows.
We meet with key users to understand existing systems, responsibilities, information gaps and repetitive tasks before defining priorities for the future ERP environment.
We establish which modules, data, integrations and user roles are required, then organize configuration, testing, training and launch activities into a practical roadmap.
We configure and test the selected capabilities, automate appropriate steps and refine workflows so employees can complete their responsibilities with fewer disconnected tools and manual handoffs.
Tell our consultants where information becomes disconnected, which tasks consume too much time and which systems your organization needs to retain. We’ll help you identify the right modules, integrations and ERP platform for your priorities.
