Oates and Company Blog


Find Business Improvement Opportunities in ERP Systems

Posted by John Shepperson | Mar 17, 2015 2:30:00 PM

Businesses must analyze large volumes of data to help them make sense of their inner workings. They must also analyze the wants and needs of their client base, the current trends in their industry, and numerous other pieces of information that are necessary to stay competitive and profitable.

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Topics: ERP, sage erp x3, 100 ERP, cloud computing, enterprise resource planning, john shepperson, oates co, duplicate entries, business improvement, data entry



Business Analysis: Tips and Tricks

Posted by John Shepperson | Dec 4, 2014 11:00:00 AM

When doing business analysis, we are expected to dive into a project and start contributing and making a positive impact right away. We face a lot of ambiguity in business analysis, however, and while business analysis is important, we should take care not to spend too much time on it or on doing the wrong things.Business_Man_in_Safety_Net

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Topics: 100 ERP, john shepperson, oates co, business analysis, tricks, how to, business analyst, tips



Saving Money in Accounts Payable with Sage 100 ERP

Posted by John Shepperson | Nov 4, 2014 11:00:00 AM

Today, business partners work together from multiple continents, spanning multiple time zones – facing multiple challenges. This is especially true when it comes to accounts payable and invoicing. In the past, working with a legacy accounting system was perfectly acceptable and certainly quite common. Now, however, legacy accounting systems that are not scalable, interconnected, and without cloud access are no longer going to cut it for a company that wants to compete in the current economy.  

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Topics: automation, 100 ERP, accounting, legacy systems, Sage 100 ERP, john shepperson, oates co, accounts payable, duplicate entries, double billing, scalable



Don't Forget About Saying Goodbye to Frustrating Tax Compliance!

Posted by John Shepperson | Mar 17, 2014 11:05:00 AM

Discover how easily you can simplify sales and use tax compliance, reduce audit risk, streamline exemption certificate management, and release audit contingency reserves back into your bottom line. Register for this free webinar and learn how automation can:

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Topics: 100 ERP, compliance, sales tax, Avalara, john shepperson, oates co, avatax, webinar, sales tax compliance



Say Goodbye to Frustrating Tax Compliance!

Posted by John Shepperson | Mar 11, 2014 10:57:00 AM

Discover how easily you can simplify sales and use tax compliance, reduce audit risk, streamline exemption certificate management, and release audit contingency reserves back into your bottom line. Register for this free webinar and learn how automation can:

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Topics: 100 ERP, compliance, sales tax, Avalara, john shepperson, oates co, avatax, webinar, sales tax compliance



Lagos, Africa Welcomes The Sage Group

Posted by John Shepperson | Nov 27, 2013 8:00:00 AM

The Sage Group, as we’ve discussed before, offers many useful business products, including enterprise resource planning systems (Sage 100 ERP and Sage ERP X3, for example) and customer relationship management software (SageCRM, for example). While The Sage Group already has a global presence with more than 6 million customers and 13,000 employees, they are now expanding yet again – this time further into Africa. 

Screenshot_2013-11-26_15.19.42

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Topics: oates and co, sage erp x3, 100 ERP, sage africa, john shepperson, africa, the sage group, sage pastel accounting, lagos, lagos africa, Ivan Epstein, hr africa



Are You Using Sage 100 ERP Version 4.4 Yet? You Should Be.

Posted by John Shepperson | Oct 2, 2013 7:40:00 AM

Sage 100 ERP is the most comprehensive enterprise resource planning software suite for small to midsized businesses. Their software is perfect for streamlining a company’s operations in a cost-effective, efficient, and secure manner. 

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Topics: ERP, oates and co, 100 ERP, Sage Software, enterprise resource planning, software upgrade, Sage 100 ERP, john shepperson



JobOps for Sage 100 ERP

Posted by John Shepperson | Sep 13, 2013 7:40:00 AM

JobOps is a collection of job management modules designed for Sage 100 ERP. It fits best into small to midsized manufacturing, installation, and service/repair companies that handle between 7 and 10 million dollars annually. JobOps provides the tools you need to manage even the most complex jobs by keeping you up to date and in control every step of the way.

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Topics: cost allocation, MAS 100, jobops, 100 ERP, jobops for MAS 100, jobops for Sage 100, job costing, oates and company, john shepperson



Customer Relationship Management

Posted by John Shepperson | Aug 30, 2013 7:40:00 AM

Customer relationship management (CRM) is the ability of an organization to identify their desired customer base, successfully acquire those customers, and then use marketing skills and high quality products to retain those customers and foster their loyalty.

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Topics: 100 ERP, business, customer relationship management, customers, customer, crm, john shepperson



Improving Profitability in Challenging Times with Integrated Software

Posted by John Shepperson | Aug 2, 2013 7:40:00 AM

When the recession hit the United States in 2007, physicians and their practices were not spared. Numerous studies found that patient visits decreased because people lost insurance coverage and put off routine – and sometimes not-so-routine – visits. At the same time, overhead costs increased, leading to a fair amount of anxiety and frustration for physicians who were watching their profits start to dwindle.

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Topics: 100 ERP, integration software, business integration, medical billing, profitability, integrated software, john shepperson



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