Professional Services

We are independent ERP consultants providing expertise in system selection, best practice and business process improvement for professional services organizations.

Distribution ERP Software Selection - Interviews

Requirements

Some of the requirements that differentiate systems are:

  • Flexible invoicing
  • Scheduling based on availability, skills and employee preferences
  • Timesheets
  • Expense Reporting
  • WIP
  • Revenue Recognition
  • Workflow including electronic approval of timesheets and expense reports
  • Revenue and costs transferred between divisions automatically when an employee in one division works for another division
  • 2-way integration with Microsoft Project
  • Pass through charges from A/P to client
  • Charge customer for equipment usage
  • Change orders

Systems

  • Tier 1
  • Tier 2
  • Tier 3
  Blue Link BST Global CTRL Deltek Vantagepoint FinancialForce Microsoft Dynamics 365 Finance & Operations Momentis Fashion System NetSuite Oracle Cloud ERP Projector Pronto Xi Sage Intacct SAP Business One SAP S/4 HANA Serenic Navigator Unit4 Versa Cloud ERP Workday
Product Information                                    
System Blue Link BST Global CTRL Deltek Vantagepoint FinancialForce Microsoft Dynamics 365 Finance & Operations Momentis Fashion System NetSuite Oracle Cloud ERP Projector Pronto Xi Sage Intacct SAP Business One SAP S/4 HANA Serenic Navigator Unit4 Versa Cloud ERP Workday
Vendor Blue Link BST Global CTRL Deltek Vision FinancialForce Microsoft Dynamics 365 Momentis Fashion System NetSuite Oracle Cloud ERP Projector Pronto Xi Sage Intacct SAP Business One SAP S/4HANA Serenic Navigator Unit4 Versa Cloud ERP Workday
Description Since 1992, Blue Link ERP has been providing integrated inventory and accounting ERP software for small to medium size businesses and is best suited for those in the wholesale and distribution industry. As an all-in-one system, Blue Link helps businesses streamline and automate their processes by providing inventory management, accounting, order entry, warehouse management, and customer relationship management. In addition, Blue Link provides various add-on components such as POS, lot tracking, landed cost tracking, eCommerce integration and barcode scanning and can be customized in order to meet the specific needs of clients. Blue Link ERP is available throughout North America and the Caribbean and is offered as both a hosted (cloud based) and on-premises solution. These options provide clients the flexibility to decide which method best suits their business structure, with the option to switch between the two at any time. Benefits: - Purchase the right quantities at the right time - Have the information you need at your fingertips when making a sale - Effectively manage your warehouse - Use powerful tools to handle backorder processing - Inventory Counts - supports full and cycle counts, and retroactive entry of counted items - Lot Tracking / Costing - Serialized Inventory - Backorder Management - rules-based automated allocation of received inventory to backorders - Multiple warehouses and inventory locations - Automated Replenishment Routines - system-generated purchase orders - Multiple Units of Measure - user defined - Support for kits and bills of material - Landed Costs - tracking your true inventory costs - Inter-Warehouse and Inter-Company transfers - WMS (Lite) CTRL offers an innovative management software suite that can be used individually or combined to form a comprehensive, fully integrated ERP management solution. Drawing on extensive experience and expertise in three main sectors of specialization - construction, professional services, and healthcare - CTRL's team of professionals offers a set of management services dedicated to optimizing productivity. CTRL software are designed to allow management flexibility and are seamlessly customizable to offer the best business practices according to our clients' specific needs. Our primary goal is to become active partners in our clients' organizational development and propel project profitability and management. Deltek Vantagepoint helps you:
  • Improve Business Performance - Deltek Vantagepoint keeps your management on top of problems that can derail your success and facilitates better decision-making by delivering critical information to their desktop.
  • Streamline Your Operations and Execution - From Resource and Project Management, to Financial and Project Accounting, Time/Expense Management, through Billing, Purchasing and Document Management, Deltek Vantagepoint delivers a comprehensive, integrated solution to help firms efficiently track and manage your business.
  • Win More Business - To win more business and drive future growth, you need insight into which potential projects represent the best opportunities for your firm. Marketing and sales investments need to be made based accurate cost/benefit analyses. Deltek Vantagepoint includes everything needed to easily identify and manage opportunities, leverage client information to develop targeted marketing programs and quickly generate proposals.
FinancialForce accelerates business growth with customer-centric ERP, Professional Services Automation (PSA), and Customer Success solutions. Run on the leading cloud platform, Salesforce, FinancialForce enables organizations to unlock customer insights, deliver innovative experiences, run a connected services business, and achieve agility and resilience. Dynamics 365 launched in 2016 when Microsoft brought together Dynamics AX, its ERP application and the Dynamics CRM application. Microsoft was one of the first to make a move an offer an integrated solution. Given the dynamic nature of business and the likelihood of unique situations, it is becoming more and more important for software/solution providers to introduce applications that cater to the changing trends. Dynamics 365 is a comprehensive suite of services enabling all in one solutions so that you don’t have to pick and choose from the plethora of options available. Microsoft Dynamics 365 can be used for:
  • Bringing your business together as a cohesive unit by connecting people, processes, and data across many applications, including Microsoft Dynamics 365, Office 365, LinkedIn, and Azure.
  • Making smarter decisions with built-in AI, analytics, and guided action suggestions.
  • Adapting the application to your needs rather than changing your business methodology. You can integrate most applications with existing systems or even customize with Microsoft Power Platform.
  • Modernize your approach by incorporating AI, mixed reality, social, and mobile capabilities for progressive business innovation.
Momentis provides world-class software solutions to apparel and softgoods wholesalers, manufacturers and self-sourcing retailers. Developed using the latest Microsoft technologies, the Momentis Fashion System (MFS) is a fully integrated web-based application that offers an end-to-end enterprise resource planning (ERP), supply chain management (SCM), Product Lifecycle Management (PLM), global sourcing, warehouse management/distribution and EDI solution with Critical Path Management and Alerts built in. In addition to offering feature-rich products, we offer hardware and integrated client services for consulting, development, implementation and 24/7 support. Momentis has over 30 years of industry experience and services over 150 clients worldwide.
  • Full-featured financials, CRM, inventory, project management and ecommerce software--all in a single system
  • Real-time visibility across your entire business operation
  • On-demand software infrastructure dramatically lowers maintenance and license fees
  • Real-time dashboards for all your key employees
  • Anywhere, anytime access to the information you need.
Oracle Cloud ERP is a complete, modern, cloud ERP suite that provides advanced capabilities, such as AI to automate the manual processes that slow them down, analytics to react to market shifts in real time, and automatic updates to stay current and gain a competitive advantage. With headquarters and our Development Centre located in Melbourne, we have support offices and consultants based across Australia, as well as a global network of Resellers and Solution Partners. Pronto Xi, our flagship Enterprise Resource Planning (ERP) solution helps you to monitor and control every aspect of your business, from top floor to shop floor. Gain insights about what’s making you money and where your best opportunities lie – from improving productivity and customer service to inventory accuracy and more. Specialised business units within Pronto Software have the expertise to assist you with pivotal technology – Digital Transformation with Pronto Woven, Cloud and Hosting services with Pronto Cloud and Business Intelligence solutions with Pronto iQ. When you choose Pronto Software, you gain a team with decades of industry experience and a single-minded dedication to helping our customers achieve their growth and revenue goals. That’s why for more than 40 years, over 1,700 Australian and global organisations, across a wide range of industries, have trusted us to simplify their most complex challenges. The SAP Business One® application offers an affordable way to manage your entire business – from accounting and financials, purchasing, inventory, sales and customer relationships, and project management, to operations and human resources. SAP Business One helps you to streamline processes, gain a greater insight into your business, so that you can act fast and make decisions based on real time information, to help you drive profitable growth. A single view of your business to help you stay in control We understand that businesses like yours have big dreams and big goals, and as your business grows it can be difficult to get a single view of what is happening at any given time, when information resides in different applications or even locations. SAP Business One is designed for small and midsized companies to grow with you, it is flexible, modular, yet powerful and with its user-friendly interface, it is simple to use. As the market leader in enterprise application software, SAP helps companies of all sizes and in all industries run better by redefining ERP and creating networks of intelligent enterprises that provide transparency, resiliency, and sustainability across supply chains. SAP's end-to-end suite of applications and services enables customers to operate profitably, adapt continuously, and make a difference worldwide. Unit4’s next-generation enterprise software supports our customers in delivering an exceptional People Experience to their organization and onward to their customers – from boosting success for students and professionals, to empowering the public servants and nonprofit teams doing good in the world. We transform work to be more meaningful and inspiring through software that’s self-driving, adaptive and intuitive, intelligently automating administrative tasks and providing easy access to the answers people need. Versa is modern all-in-one software created for fast growing inventory heavy manufacturing, distribution, and e-commerce businesses moving to the next level. It is more powerful than the old software used by your larger competitors, yet simple and affordable enough for use in businesses like yours. Every successful business eventually outgrows Excel spreadsheets and old software. If you are looking for new software that eliminates post-it notes, spreadsheets, and add-ons consider Versa Cloud ERP. Workday is a leading provider of enterprise cloud applications for finance and human resources, helping customers adapt and thrive in a changing world. Workday applications for financial management, human resources, planning, spend management, and analytics have been adopted by thousands of organizations around the world and across industries—from medium-sized businesses to more than 50% of the Fortune 500.
Website http://www.bluelinkerp.com http://www.ctrl.com/ https://www.deltek.com/en/products/project-erp/vision https://www.financialforce.com/ https://dynamics.microsoft.com https://www.momentis.com/ https://www.netsuite.com/ https://www.oracle.com/erp/ https://www.pronto.net/ https://www.sap.com/products/erp/business-one.html https://www.sap.com/ https://www.unit4.com/ https://www.versaclouderp.com https://www.workday.com/
Primary Tier 2 2 2 2 2 1 2 2 1 2 2 2 2 1 2 2 3 1
Industries                                    
Manufacturing No No No No No Yes Yes Yes Yes No Yes No Yes Yes No No Yes No
Wholesale Distribution Yes No No No No Yes Yes Certified Yes No Yes Yes Yes Yes No No Yes No
Professional Services Yes Yes Yes Certified Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Nonprofit No No No No No No No No No No No No No No No No No No
Financial Services No No No No No Yes No Yes Yes No No Yes Yes Yes No No No Yes
Transportation & Logistics No No No No No Yes No Yes Yes No Yes No No Yes No No No No
Hospitality No No No No No Yes No Yes Yes No No No No Yes No No No No
Construction No No Yes Yes No Yes No No Yes No Yes No No Yes No No No No
Retail & ECommerce Yes No No No No Yes No Certified Yes No Yes No Yes Yes No No Yes Yes
Apparel No No No No No No No No No No No No No No No No No No
Field Services No No No No No No No No No No No No No No No No No No
Food & Beverage No No No No No Yes No Yes Yes No No No No Yes No No No Yes
Applications                                    
Accounting (General Ledger, Financial Reporting, Accounts Receivable, Accounts Payable, Budgeting and Cash Management) Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes
Asset Management No No Yes No No No No Yes No No No No Yes Yes No Yes No Yes
CPQ (Configure Price Quote) No No No Yes No No No No No No No No No Yes No Yes No Yes
CRM Yes No Yes Yes Yes Yes No Yes Yes No Yes Yes Yes Yes No No Yes No
Distribution (Order Processing, Purchasing and Inventory) No No No No No Yes Yes Yes Yes No Yes No Yes Yes No No Yes No
E-commerce No No No No No Yes No No Yes No No No No Yes No No No No
Field Services - Dispatching & Scheduling No No No No No Yes Yes No Yes No Yes No No Yes No No Yes No
Field Services - Mobile Field Management No No Yes Yes Yes Yes No Yes Yes No Yes No Yes Yes No No No No
Human Resource Management No No No No No No Yes Yes Yes No No No No Yes No No No No
Manufacturing - Quality Control Yes No No No No No No No Yes No Yes No No Yes No No No No
Manufacturing - Scheduling No Yes Yes Yes No Yes Yes Yes Yes Yes No Yes No Yes Yes Yes No No
Manufacturing - Shop Floor Control Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes No Yes
MRP No No No No No No No No Yes No No No No Yes No No No No
Payroll No No Yes No No Yes No No Yes No Yes No No Yes No No No No
Point of Sale No No No No No No No No Yes No No No No Yes No No No No
Product Lifecycle Management No No No Yes No Yes No No Yes No Yes No No Yes No No No No
Professional Services - Scheduling No No No No No No Yes No Yes No No No No Yes No No No No
Professional Services - Timesheets No No No No No No No No No No No No No No No No No No
Professional Services – WIP Management No No No No No No No No No No No No No No No No No No
Project Management No No No No No No No No No No No No No No No No No No
Transportation Management No No No No No No No No No No No No No No No No No No
Warehouse Management No No No No No No No No No No No No No No No No No No
Developer Information                                    
Number of customers - all products
Number of customers - this product
Technology                                    
% of application that is web based (just need a browser on workstation)
On premise, cloud or hybrid On Premise On Premise On Premise On Premise On Premise On Premise On Premise On Premise On Premise On Premise On Premise On Premise On Premise On Premise On Premise On Premise On Premise
Private or Public Cloud Private Private Private Private Private Private Private Private Private Private Private Private Private Private Private Private Private
Multi-tenant architecture Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Generic Requirements                                    
Customization/Configuration                                    
Without changing source code In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
User-defined fields
  • Can define values/dropdowns for fields
  • Used in report selection and ordering
  • Used in workflow
In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
User defined screens
  • Change fields to required, optional or invisible for standard and user-defined field
In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Multiple Companies                                    
Share inventory across companies In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Share customers and suppliers across companies In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Automate balancing of transactions across legal entities In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
PO of 1 company automatically generates the sales order in another company In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Multiple Currencies                                    
Maintain source and home currency amount for each transaction In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Date effective currency exchange rates In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Work Flow                                    
Can apply an approval process to any transaction such as a journal entry or any master file such as a supplier or inventory item In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Can generate alerts/escalation if something expected is late or reminders In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Configurable approvals or alerts without needing programming In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Mobility                                    
Optimized for Android and iPhone In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Offline mode and synch when internet connected In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Sales tax compliance                                    
Canadian sales tax compliance In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
US sales tax compliance In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Reporting/Business Intelligence                                    
Reporting                                    
Industry standard reporting tool and can change existing reports or add new ones In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Ad-hoc reporting (don’t need a programmer) with filtering, sorting and summarizing options In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Dashboards                                    
Based on real time updates from all transactions In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Role specific In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Configurable dashboards - don't need to be a programmer to create or change dashboard In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Analytics                                    
Drag and drop dimensions In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Visualization/graphic representation of data In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release

Implementers

We are in the process of evaluating which implementers are good choices for professional service based organizations. Stay tuned.

Testimonials

180 Systems assisted with the selection and implementation of an ERP system. We appreciated their cut-to-the-chase approach, detailed interview technique and getting the essential requirements defined. They provided the process and analysis we needed to help make a selection, and helped us with a very tight deadline in implementing the new system. We worked long and diligently and went live on-time.
Matthew Carter, Director, Global Sourcing and IT aptum
I would like to take a moment to thank you for the very professional way that you handled this assignment. You proved to be an experienced and expert advisor as you led us in the selection of our new accounting system. I am very pleased with the process that you took us through and with the choice that we made. I am looking forward to what looks to be a straightforward implementation of OpenAir system and want to wish you good luck with your future endeavours. Please feel free to use us as a reference; I would not hesitate to give you an excellent one. Thanks again for your help.
Dr. Jacob Shapiro, PresidentCantox Environmental
Michael's expertise was invaluable in helping us choose our PSA solution. With his guidance, we were able to quickly identify our critical requirements, narrow the field down to a handful of vendors that met our needs and shaped a best-of-breed RFP process. Investing in his company was the smartest move I made in the process. I cannot recommend him highly enough
Ben Craigo, Assistant Vice PresidentGlobal Lead, LLC
My experience working with Lawrence was very positive. This was the first time I had worked with an IT consultant retained directly by our company rather than a vendor, and it was a very different experience. I am happy with the work that was done, and would not hesitate to retain 180 Systems in an advisory capacity as we move forward with this project to review our business needs analysis to make sure we are not omitting any key components and to provide advice during the configuration and implementation phases. Lawrence provides value for money, is easy to work with and very down-to-earth. He quickly established a very good working relationship with our Steering Committee and developed a reputation as being an honest and positive broker for our firm.
Dr. David Christiansen BA PhD, Corporate Business ManagerR J Burnside & Associates Limited
Lawrence was very helpful and knowledgeable. He spent significant time on site with us and brought experience we didn't have in house. He had specific expertise in "grilling" the vendors and ensuring we received appropriate documents, seeing the process through, clarifying information and making sure proposed vendors were providing what was needed to make our decision. We have a fairly small head office, and so we needed someone with his background, someone who had been through the process before. It was a useful expenditure.
Stuart Craven, Chief Financial OfficerTesla Exploration Ltd.
Michael has been a great help, very resourceful and knowledgeable. We were able to get his assistance with planning and searching for a new ERP system. I would highly recommend him to anyone looking for a new system. He knew about various solutions out there, and was always available and there for us. Michael will help us with the implementation as well, and is currently advising us on an ROI study and client references as well. It's great to have a third party to provide feedback and advice, to make sure we are not forgetting anything or making mistakes.
Rosemin Remtulla, Accounting ManagerAltus Group