You’ve Got Your New ERP… Now What?

Congratulations! Your company has made the leap from small business to a mid-market enterprise. That’s great news! But as its grown, you might find that your old accounting software is becoming a bit of a tight fit, as if perhaps your business is growing out of it.

Guess what? You probably are.

Once you realize that your software is bursting at the seams trying to do everything your business now needs, with a little research, you may become the proud owner of brand new enterprise resource planning (ERP) software.

What Did I Just Buy?

An ERP can seem overwhelming, especially after smaller, more basic accounting software that served all your needs as a small business. ERPs run several functions, from multi-entity accounting, order tracking, advanced inventory and warehouse management, to project management and more. Your ERP can make it easier to track inputs, products, quantity and types of resources, and whether invoices have been paid or are still sitting open. All this information is gathered together and tracked in one place, with data stored either within on-premise servers or the cloud.

How Do I Work This Thing?

As ERPs become more prevalent and improve to fit users’ needs, additional plug-ins and platforms are emerging to help make the ERP experience that much sweeter.

Now that your data is housed in a bigger system, reporting can be a little more complex than it was before. Not to fear! Even if reporting is a CFO’s top reason to lose sleep, Excel-based platforms such as Spreadsheet Server (which supports more than 80 ERPs worldwide) and Atlas for Microsoft Dynamics give you easy access to dynamic, real-time data from your ERP. Not only that, they do it by building on the Excel knowledge you already have.  These platforms empower you with the ability to pull any type of data from anywhere within your ERP—and other data sources too!—to assemble into dashboard reports that show insight across the entire company.

Best of all, you can do all of this with Spreadsheet Server and Atlas without significant IT intervention. This frees them up to complete IT tasks while you handle your reporting tasks, and everyone can save hundreds of hours on the entire process.

Still Shopping?

But maybe you still haven’t decided which ERP to choose, or even whether you really need an upgrade. That’s okay: It’s a big trigger to pull! So it’s good to ask the right questions and make sure you’re choosing the best ERP system for your organization.

And then once you are ready to migrate your data, let’s talk!