Navigating the selection of ERP software and partners can feel like a digital jungle. Business owners might base their shortlists on peer recommendations and on-site evaluations.

However, small and medium-sized business owners often resist making a change because of the overwhelming number of options so they result to sticking with legacy programs like QuickBooks, while relying on customized Excel sheets or industry-specific apps to enhance operations. But this approach leaves problems with monitoring product cycles, inventory, and shipping tasks unresolved, not to mention persistent accounting issues.

The key to overcoming these challenges and being steered in the right direction for your growing business is finding the right vendor like a Microsoft Solution Partner to help you solve these internal issues.

Here are 5 factors to consider when choosing an ERP Partner:

Customer Support

When you’re searching for the perfect ERP Partner, make sure they’re known for stellar customer service. They need to be the kind of partner who responds promptly and communicates clearly. Each business is unique, and your partner has to tailor their approach to your specific needs.

Ongoing Support

The best ERP partners don’t just sign off once the system is up and running. They promise ongoing support, always there when you need them. It’s also worth discussing staff training with your partner, making this part of your agreement. Access to written documentation and “train the user” sessions ensures you always have expert advice at your fingertips whenever you have questions about the system.

Level of Expertise in Your Industry

It is important to ask the vendor about previously implemented cases and experiences pertinent to your industry. This approach facilitates a critical assessment of their understanding of specific industry requirements, notably compliance regulations. You may, for instance, ask them about strategies or solutions they have successfully executed for clients in your field. If they can offer concrete examples or have talent with experience in your industry, it would further validate their competence.

Transparency

Transparency might seem obvious, however, some partners may withhold information due to a fear of appearing inadequate. The ideal partner will provide you with the necessary details, even if they’re not what you’re hoping for. Avoid those who always agree without question, as each implementation is distinct and typically requires more than a standard solution. If you aim for a successful implementation, your unique requirements must be appropriately addressed and not brushed aside. Furthermore, if it’s beyond their capabilities, the right partner will directly inform you and suggest an expert equipped for your needs.

Credibility

Numerous new vendors are emerging every day. But how can you be certain that your chosen vendor has dealt with your specific challenges? The answer lies in examining their past experiences. Just as the finest wines are derived from aged grapes, the same principle applies to  implementation partners, provided they keep up-to-date with recent innovations. If a partner boasts many years of experience with the implementation you require, chances are they’ve successfully handled a similar task before. This experience often leads to more efficient and quicker implementations. Bonus points if they’ve been given industry awards and accumulated positive client testimonials for cases similar to yours.

Why Users Have Decided to Work with TMC as Their ERP/CRM Partner

TMC has consistently demonstrated its strong partnership with Microsoft for a variety of compelling reasons:

  • We offer enduring support beyond initial implementation, ensuring continuous benefit for our clients.
  • We deliver personalized and attentive services, tailored to suit the unique needs of each client’s business.
  • Our team is a diverse blend of industry-specific professionals, comprising of CPAs, MBAs, Accountants, Controllers, and CFOs.
  • We devote time and effort to gain an in-depth understanding of our client’s businesses at every level.
  • We empower our clients to stay competitive, leveraging our innovative approach to continually enhance our technology solutions, which are designed to overcome operational business challenges.

With over 35 years in the industry and a collection of 550+ years of Consulting Dynamics expertise, we’re not just seasoned; we’re dedicated to being the perfect fit for our clients for their entire technology stack. We strive to maintain the balance between delivering the efficiency of a large company and providing white-glove service, so you never feel like just another number.

With a qualified tech-staff on board TMC can assist businesses during implementation and deployment. As a result, outcomes are more predictable across all departments in controlling operations in accounting, project accounting, financial reporting, and forecasting.

Learn more about what our premium service works for your business. Contact us for more information about how we can help your business.