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Manufacturing

Workers in a factory smiling.

9 Ways ERP and CRM integration will benefit manufacturing

By | Acumatica Cloud ERP, CRM, ERP, Manufacturing | No Comments
Workers in a factory smiling.

Integrating ERP and CRM technologies gives you considerable competitive advantages with deeper customer insights.

Integrating your customer relationship management (CRM) and enterprise resource planning (ERP) platforms gives your manufacturing business considerable advantages over the competition.

With data from both platforms, your company can realize better sales processes and new ideas for products. Here is an overview of  how ERP can integrate multiple processes and benefit manufacturing.

1. Real-time insights

Use production, product and inventory data to provide customers with real-time information on orders, opening the door for upselling and cross-selling. The real-time insights also help planners enhance business development, optimize financial tracking, and improve communication.

2. More prospect information

Use combined information to build a clearer picture of your sales prospects, including connections to suppliers, order histories from similar customers and personalized insights.

3. Data-driven decisions and outcomes

With more information available, manufacturers can look at operational metrics from a customer’s perspective, resulting in better products, processes and procedures. Build customer-driven analytics around order fulfillment, delivery timing, quality management, pricing and payments, all designed to better serve customers.

4. Newer, better products

Speed and time-to-market are key drivers for success for B2B and B2C companies. Use integrated customer interaction, pricing, catalog, service and production information to create new products and business models. With rapidly changing customer expectations, manufacturers can bring together product lifecycle management systems, customer feedback and financial data to innovate faster than the competition.

Factory worker operating a machine.

Drawing on data from ERP and CRM systems gives your manufacturing company better insights for production planning, pricing and customer service.

5. Maximized CPQ

For complex manufacturers, the configure-price-quote model lets you deliver customized products that attract and retain customers. Use CRM and ERP data to deliver more accurate and timely quotes than your competition. Eliminate the need for manual quoting and take days and weeks off the quoting process to close more orders faster.

6. Optimized pricing

Manufacturers can fine-tune pricing models by using information from accounting, finance, and customer relationship systems to create more accurate customer personas. Pricing precision at the segment and persona level makes it possible to accelerate sales rates.

7. Accurate lifetime customer value calculations

Calculate real-time profitability analyses by consolidating visualizations of cost reporting, estimated versus actual budgets and other key metrics. Use these calculations to create a lifetime customer value for each customer, identify your most valuable customers and look for other customers that have a similar profile.

8. Automate processes

ERP and CRM tools have touted the value of automation separately. Automating tasks and information from both systems together provides more accuracy and responsiveness in customer integrations.

9. Improved supply chain management

Manufacturers can automate quotes, conversion to bills of materials, scheduling and ordering by using information from ERP and CRM systems. Show your customers the efficiency and integration that allows for better and faster responses.

Choosing the right partner

NexTec is the leading company for manufacturing companies looking to integrate ERP and CRM with Acumatica.

Acumatica delivers the right solutions that manufacturers need for integrated business practices. The Acumatica Manufacturing Edition is a features-rich, cloud-based solution that helps companies:

  • Eliminate outdated and inaccurate business information
  • Respond to customer demand for product variety
  • Balance supply and demand to reduce costs and inventory
  • Optimize production planning, sales forecasts and capacity requirements

Take the Acumatica Product Tour to learn more about how NexTec can help your manufacturing company leverage your ERP and CRM data.

 

Thank you! – APV Engineered Coatings Case Study

By | Case Studies, Chemicals, Manufacturing | No Comments

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About NexTec Group

NexTec Group is a national consulting firm, specializing in technology to help you manage your business. This includes Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Business Intelligence (BI), Cloud and On-premise solutions for mid-sized businesses.

We started the company because, as consultants, we saw software sellers that had never walked a mile in the customers shoes. We had, and knew that we could offer something different. A company made up of consultants that had experience working in the industries that they were now advising.

In the 20+ years that NexTec has been in business, we’ve developed close working relationships with our customers, partners and each other.

Customers choose NexTec because…

  • Our consultants have an average of 25 years’ experience in both consulting and industry.
  • We understand the software, customer challenges, value teamwork, and are passionate about doing great work
  • We provide clear information that helps customers make informed buying decisions
  • We stand by our customers to make sure the technology works, is used, and produces great results
  • We deliver our services with a sense of friendliness, fun, individual pride, and company spirit

If you see the possibilities, let’s meet for lunch, coffee or a drink.

Sage Authorized Partner

Thank you! – Waddell Manufacturing Case Study

By | Case Studies, Manufacturing | No Comments

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Waddell Manufacturing

About NexTec Group

NexTec Group is a national consulting firm, specializing in technology to help you manage your business. This includes Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Business Intelligence (BI), Cloud and On-premise solutions for mid-sized businesses.

We started the company because, as consultants, we saw software sellers that had never walked a mile in the customers shoes. We had, and knew that we could offer something different. A company made up of consultants that had experience working in the industries that they were now advising.

In the 20+ years that NexTec has been in business, we’ve developed close working relationships with our customers, partners and each other.

Customers choose NexTec because…

  • Our consultants have an average of 25 years’ experience in both consulting and industry.
  • We understand the software, customer challenges, value teamwork, and are passionate about doing great work
  • We provide clear information that helps customers make informed buying decisions
  • We stand by our customers to make sure the technology works, is used, and produces great results
  • We deliver our services with a sense of friendliness, fun, individual pride, and company spirit

If you see the possibilities, let’s meet for lunch, coffee or a drink.

Thank you! – Morgan Engineering Case Study

By | Case Studies, Manufacturing | No Comments

Thanks for getting in touch

Here’s your copy of the Morgan Engineering case study.

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Morgan Engineering

About NexTec Group

NexTec Group is a national consulting firm, specializing in technology to help you manage your business. This includes Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Business Intelligence (BI), Cloud and On-premise solutions for mid-sized businesses.

We started the company because, as consultants, we saw software sellers that had never walked a mile in the customers shoes. We had, and knew that we could offer something different. A company made up of consultants that had experience working in the industries that they were now advising.

In the 20+ years that NexTec has been in business, we’ve developed close working relationships with our customers, partners and each other.

Customers choose NexTec because…

  • Our consultants have an average of 25 years’ experience in both consulting and industry.
  • We understand the software, customer challenges, value teamwork, and are passionate about doing great work
  • We provide clear information that helps customers make informed buying decisions
  • We stand by our customers to make sure the technology works, is used, and produces great results
  • We deliver our services with a sense of friendliness, fun, individual pride, and company spirit

If you see the possibilities, let’s meet for lunch, coffee or a drink.

Thank you! – Kellogg Garden Products Case Study

By | Case Studies, Manufacturing | No Comments

Thanks for getting in touch

Here’s your copy of the Kellogg Garden Products case study.

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Kellogg Garden Products

About NexTec Group

NexTec Group is a national consulting firm, specializing in technology to help you manage your business. This includes Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Business Intelligence (BI), Cloud and On-premise solutions for mid-sized businesses.

We started the company because, as consultants, we saw software sellers that had never walked a mile in the customers shoes. We had, and knew that we could offer something different. A company made up of consultants that had experience working in the industries that they were now advising.

In the 20+ years that NexTec has been in business, we’ve developed close working relationships with our customers, partners and each other.

Customers choose NexTec because…

  • Our consultants have an average of 25 years’ experience in both consulting and industry.
  • We understand the software, customer challenges, value teamwork, and are passionate about doing great work
  • We provide clear information that helps customers make informed buying decisions
  • We stand by our customers to make sure the technology works, is used, and produces great results
  • We deliver our services with a sense of friendliness, fun, individual pride, and company spirit

If you see the possibilities, let’s meet for lunch, coffee or a drink.

Sage Authorized Partner

Thank you! – Empire Candle Company Case Study

By | Case Studies, Manufacturing | No Comments

Thanks for getting in touch

Here’s your copy of the Empire Candle Company case study.

Download now
Empire Candle Co

About NexTec Group

NexTec Group is a national consulting firm, specializing in technology to help you manage your business. This includes Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Business Intelligence (BI), Cloud and On-premise solutions for mid-sized businesses.

We started the company because, as consultants, we saw software sellers that had never walked a mile in the customers shoes. We had, and knew that we could offer something different. A company made up of consultants that had experience working in the industries that they were now advising.

In the 20+ years that NexTec has been in business, we’ve developed close working relationships with our customers, partners and each other.

Customers choose NexTec because…

  • Our consultants have an average of 25 years’ experience in both consulting and industry.
  • We understand the software, customer challenges, value teamwork, and are passionate about doing great work
  • We provide clear information that helps customers make informed buying decisions
  • We stand by our customers to make sure the technology works, is used, and produces great results
  • We deliver our services with a sense of friendliness, fun, individual pride, and company spirit

If you see the possibilities, let’s meet for lunch, coffee or a drink.

Worker with orange hard hat taking inventory by hand.

Enhance inventory control & speed up order fulfillment

By | ERP, Inventory control, Manufacturing | No Comments
Worker with orange hard hat taking inventory.

Digital tools can reduce the need for manual counting and tracking of inventory.

Inventory control is dynamic and complex, requiring tools that allow for accurate, real-time management of raw materials, products, sources, and supply chain partners. Fortunately, the recent advancements in enterprise resource planning (ERP) technologies have improved the management and impact of inventory control.

How can your manufacturing ERP software enhance inventory control & speed up order fulfillment? By giving your employees access to real-time data that allows for better decisions, improved quality, and better customer outcomes.

While there are standalone inventory control and management software products, those that are integrated with your ERP solution are able to leverage the many benefits of having data collected and accessible in the same platform. As seen in the recent post, Strategic Guide to Planning Manufacturing Production Cycles, ERP solutions offer considerable upside to inventory management and many other areas of your manufacturing company.

Here are a few of the ways your ERP solution helps inventory control.

Replenishment management

ERP inventory management helps you plan for replenishment ordering. By tracking parts and part categories, your ordering can be triggered by indicated or projected demand parameters. Other triggers can include price levels or other factors built into your system. ERP systems help reduce the quantity of orders and project the right timing for when orders should be placed.

Surplus inventory management

Inventory surplus can cause significant issues, from wastage to improper usage to cost considerations. With ERP inventory controls, surplus inventory issues can signal alerts and warnings requiring action. And with ERP integrating information from finance, sales, and operations areas, the decisions about what to do about surplus can be made with better information and collaboration as necessary.

Woman worker with a white hard hat taking inventory.

Inventory management tools connected to your ERP help make better decisions about products and parts.

Better order fulfillment

Market demands are pushing order fulfillment needs every day, as customers and consumers expect rapid turnarounds, low- to no-cost shipping costs, and transparency in the tracking of shipments throughout the transportation process.

ERP tools allow companies to build materials and complete kitting work, track serial numbers, print barcodes and labels, and manage SKUs. Other tools allow companies to value inventory on hand.

When companies have large amounts of inventory on hand, ERP tools also allow manage spend levels and manage cash flow.

Inventory analytics and management

Turnover is crucial for inventory management and profits. Does your company know all it should about what products and parts are moving? Are parts for just a few customers sitting on shelves longer than is financially prudent?

Understanding inventory dynamics helps manufacturers consider whether products should be purchased in smaller or larger quantities, improve shelf life conditions for products and ingredients, and determine optimal levels of items. You’ll reduce carrying costs, warehousing fees, and product maintenance.

ERP solutions can also provide better information about where products are using tracking and mapping tools that reduce the amount of time and expense in locating items in your inventory.

Better customer relations

Better inventory management results in fewer backorders, lost sales, and unhappy customers. Orders will ship more accurately, faster, with less processing time necessary.

At NexTec Group, we help companies identify the ERP solutions that meet their unique manufacturing needs. Contact us to see how NexTec Group can help in finding the vendor, product, and features that will drive improved operations.

Manufacturing ERP software

Empire Candle cut costs, reduced inefficiencies with help from NexTec

By | ERP, Manufacturing, Sage X3 | No Comments
Manufacturing ERP software

Empire Candle saw dramatic operational improvements and savings when it optimized its Sage Enterprise Management enterprise resource planning software.

For Empire Candle, a Kansas City, KS-based maker of candles and car fresheners, rapid growth had created challenges.

The company was unable to scale up its operations in order to meet the growing needs of the organization. From supply chain to production to transportation, there were too many inefficiencies and errors.

Things changed when the company realized it could do more with its Sage X3 enterprise resource planning (ERP) platform. NexTec Group provided the guidance and recommendations that prompted a transformation for Empire Candle.

See how Empire Candle cut costs, reduced inefficiencies with help from NexTec. The dramatic results illustrate the power of a robust ERP solution and an experienced partner to maximize the technology.

A candlemaker’s challenges

For more than 6 decades, Empire Candle has provided products that light up their customers’ lives. As the company grew through acquisitions and market share, it began to identify some inefficiencies in its manufacturing and operations. Among the challenges were:

  • Inaccurate inventory counting that led to inaccuracies in the purchasing and supply chain functions.
  • Overextended production issues that resulted in excessive detention penalties and chargebacks
  • Relying on temporary production help and running two or three shifts during times of peak production
  • A lack of forecasting capabilities resulting in overproduction, overbuying and excess product

The company has installed the Sage Enterprise Management manufacturing ERP software solution several years earlier. However, the software had not been configured to maximize the powerful capabilities of the leading ERP product. That’s when Empire Candle turned to NexTec.

Manufacturing ERP software

Enterprise resource planning solutions can have a transformational impact on operations and business outcomes.

Shining light on Sage X3

NexTec’s expertise as a leading Sage X3 partner had an immediate impact. NexTec developed a clear understanding of the company’s business, its needs and its challenges. Working with NexTec’s consultants and advisors, Empire Candle was able to begin leveraging the Sage X3 features and functionality, using best practices to get the most out of the product.

The impact was striking. Optimization began to reshape processes and transform the company. Among the results were:

  • Improved supply chain management and more accurate inventory management that resulted in a $400,000 annual savings by eliminating a warehouse used for overflow.
  • A 30 percent reduction in production costs. NexTec advised the company on how to use Sage X3 to flatten bills of material, make material picking and staging more efficient, and assosted with other process improvements.
  • Reduced labor costs with a full-time workforce and a single-shift operation.
  • Reduced raw material inventory
  • Decreased production lead times
  • Increased on-time and completed shipment rates

The company recently scored a 94 out of 100 on a Good Manufacturing Practice audit, a powerful indicator to potential customers of the company’s efficiency and reliability.

NexTec and Sage continue to help Empire Candle improve operations. Among the planned enhancements are the use of Sage Enterprise Intelligence to gain better business insights and make better strategic decisions with real-time data. The company also plans to use advanced lot control, recall management and lot traceability features.

The Empire Candle story is one of many at NexTec, which helps companies with business solutions that improve performance and deliver results.  See how NexTec can tailor your Sage X3 to your needs.

Man in a business suit looking at digitally created icons.

How manufacturing ERP software can improve data collection, BI, and regulatory compliance

By | BI, ERP, Manufacturing | No Comments
Man in a business suit looking at graphic icons.

ERP solutions are powerful tools to collect data that can be leveraged by other components to create better business intelligence capabilities and ensure regulatory compliance.

Enterprise resource planning (ERP) platforms provide powerful solutions for manufacturers. As seen in the recent post, Strategic guide to planning manufacturing production cycles, technology is transforming the way companies operate, allowing for faster and deeper insights that drive innovation and efficiency.

From the collection and use of data to the importance of business intelligence (BI) to the ability to comply with regulatory requirements, your ERP solution provides better information access that can establish new markets, improve processes, and create more efficient operations.

Knowing how manufacturing ERP software can improve data collection, BI, and regulatory compliance can help companies make smart decisions about their buying and implementation decisions.

Data collection

Data is at the heart of manufacturing ERP software. Platforms provide tools that improve help to collect information, store it, and, most importantly, use it in ways that drive better decisions.

Data collection with ERP solutions allows companies to automate the collection of data from throughout the enterprise. Automated collection leverages the connectedness of devices equipped with sensors, storage, and wireless capabilities.

When deployed, the collection and transmission of data can happen in many directions – collected from intermediate and finished products along with the users of those products for reporting and analysis within the ERP itself; transmitted among manufacturing, distribution, and accounting functions; and shared with supply chain partners to improve decision-making and outcomes.

For example, with inventory control purposes, data collection via ERP solutions allows for tracking of production picking, receiving, cycle counting, picking, transfers, and receipts. These tools provide real-time insights on inventory levels, fewer data entry keying errors, and improved warehouse management.

Man in business suit with his hands together palms up.

With the right ERP solution, manufacturers can collect and use data internally and throughout the supply chain.

Business intelligence

BI draws deeply on the data collected within your ERP. BI tools embedded within your ERP or integrated with it allow for the extraction, reporting, and analysis of data to drive business decisions.

Data mining applications can do a deep dive into the collected data to draw out patterns, opportunities, and connections. Most BI systems provide multiple tools that allow the data to be used effectively, both internally and throughout the supply chain.

These tools include Intuitive operational dashboards, integrated scorecards, ad hoc queries that allow for specific deeper dives, and interactive features that allow for variable inputs and extractions.

BI tools allow for better forecasting to drive growth decisions, faster identification of threats and risks, and deeper insights into how products are being used by and inquiries from customers and consumers.

Your ERP solution needs to include or interact with BI tools seamlessly to allow for the greatest impact on the massive amounts of data being collected.

Compliance

Enterprise manufactures today face a wide scope of potential compliance requirements from federal, industrial, and international agencies. With ERP compliance modules, you can be sure that the requirements are accurately recorded and updated within the system.

With automation tools improving rapidly today, manufacturers can ensure that they remain in full compliance. ERP tools can collect the necessary data, record it, and generate the reports necessary to meet with compliance standards, either self-reported or in the case of an inspection r audit.

In the case of a recall, the ERP compliance tools can also help to pinpoint the source issues, determine the scope of the incident, and prepare communication and coordination documentation.

The power of ERP solutions is significant. At NexTec Group, we help companies determine the right manufacturing ERP solution that meets their unique business needs. Contact us to learn how NexTec Group can help you determine your ERP business needs and identify the right solution to leverage data, gain deeper insights, and remain compliant.

Man in a business suit pointing to an icon with the word standards next to it.

Meet quality control goals with an ERP solution

By | ERP, Manufacturing | No Comments
Man in a business suit pointing to an icon with the word standards next to it.

Quality control standards are fully integrated in manufacturing ERP solutions that ensure products are safe and consistent.

Enterprise resource planning (ERP) tools are powerful ways to manage the complexities of modern manufacturing. AS seen in the recent post, Strategic guide to planning manufacturing production cycles, the right ERP solution can optimize operations, centralize data, encourage collaboration, and drive revenue growth.

With better management of data and systems, the need for quality control may seem like less of a priority. However, in an era of increased regulatory demands, quality control is essential for successful manufacturing ERP software.

Here is a closer look at how to meet quality control goals with an ERP solution.

Your quality control program is designed to ensure order accuracy and consistency while maintaining regulatory compliance. So how does an ERP help?

It Starts With Data

Your quality control starts and ends with quality data. For QC professionals, a lack of good data is problematic and requires a great deal of guesswork. However, a recent survey showed that only 3 percent of company executives believe their data meet basic quality control standards.

The right ERP solution helps you in the collection and organization of data, much of which is done automatically and in real time. An integrated ERP solution allows companies to collect information from various parts of the manufacturing enterprise, as well as from suppliers, partners, and customers. By automating this collection, there is much time spent in the collection and data entry tasks.

Accessing that information is also far easier with an ERP solution that allows for multiple users to input, see, and use data.

Standardization Bearers

Your QC strategy needs to ensure that the output is accurate and meets the standards you’re organization puts in play. Having the real-time data accessible allows for that analysis to happen faster and more consistently.

An ERP helps ensure that the materials, products, and procedures are visible to all, monitored, and applied or created properly. ERP solutions can automate the inspection of incoming raw materials to ensure that they are appropriate and meet the agreed-upon standards.

Your ERP solution can ensure that the entire supply chain works from the same performance indicators and procedures, with the transparency of data providing documentation, identifying issues, and allowing for multiple players to work on developing solutions together.

Man in a business suit pointing to the words quality assurance.

With the right tracking and reporting, your ERP solution can help maintain standards and respond quickly to recalls.

Track and Trace

In the unfortunate case of a recall, ERP solutions help manufacturers respond quickly and minimize impact. Recall management tools can easily identify affected lots and shipments, the type of recall and reasons. In minutes, you can have a clear indication of the affected products and quantities, supplier details, remaining affected stock, and call lists for CRM and sales teams to do outreach.

Your recall management module can manage and track customer responses and generate notification letters, while assigning appropriate response tasks.

When used correctly, your QC and recall management ERP functions will minimize the impact of a recall event, protect your customers and the public, and minimize reputational affects.

Centralized Inventory Control

Inventory control is about ensuring accuracy, appropriate reordering, and proper and timely usage. With QC modules, a manufacturing ERP allows for the creation of inspection plans and checklists; embedding of measures of accepted values; and mobile recording of statuses and test results.

Your ERP will allow for the analysis of real-time inventory data and the development of historical QC results to identify patterns. Your organization will have less waste and fewer customer chargebacks.

Regulatory Compliance

You want to ensure that federal and international regulatory issues are in full compliance to avoid costly fines and penalties. ERP tools allow you to comply with multiple sets of regulatory guidelines, creating the audit trails and reports that are necessary to document processes and risk mitigation.

ERP solutions, in short, ensure that your QC function is an integrated part of management functions and operations. At NexTec Group, we help companies identify their ERP needs and find the right solution to drive productivity and profit. Contact us to see how NexTec Group can help your organization focus on quality manufacturing.