Oates and Company Blog


Does Your Software Do Taxes?

Posted by John Shepperson | Mar 24, 2015 11:30:00 AM

Every business has accounting, tax, and other financial needs, and you most likely use software to handle those needs. With tax time possibly coming up for you, and with employees’ personal taxes due by the end of April, this is the perfect time of year to consider how your software solutions affect your taxes.

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Topics: ERP, depreciation calculations, accounting, enterprise resource planning, taxes, tax laws, john shepperson, oates co, financial software



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



Manage Field Service and Repairs with JobOps

Posted by John Shepperson | Mar 10, 2015 2:00:00 PM

If your business is in the service and dispatch repair industry, you know that workflow management can be tricky. While you most likely can track finances, plan work orders, and manage employees within their location, you might find that managing workflow out in the field is more difficult. JobOps, an add-on for Sage ERP products (read more about that here), is specifically designed for businesses that frequently find themselves with custom projects, in unpredictable locations, and with atypical job budgets.

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Topics: ERP, Sage, jobops, enterprise resource planning, john shepperson, oates co, costs, workflow, scheduling, streamlining, streamlined, workflow management



Soothe Growing Pains with Sage 100 ERP

Posted by John Shepperson | Feb 24, 2015 11:30:00 AM

Sage 100 ERP is one of the enterprise resource planning (ERP) software solutions available for small to medium sized businesses. Full of opportunities for customization, Sage 100 ERP is scalable to meet your company’s growing needs, preventing the “growing pains” that come from having to get new software.

With the ability to have Sage 100 ERP customize your server and database needs, personalize your users’ experiences, and seamlessly upgrade as your company grows, it’s software you can’t afford not to have.

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Topics: ERP, Sage, enterprise resource planning, Sage 100, Sage 100 ERP, john shepperson, modules, oates co, customization, ease of use, scalable, growing pains, providex, dual development



Take Control of Your Operations with Sage ERP X3

Posted by John Shepperson | Feb 17, 2015 11:30:00 AM

Managing the vast amount of information that you receive on a daily basis and processing it fast enough to stay competitive should be a major concern for any operation. 

Sage ERP X3 distribution software is the solution.

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Topics: ERP, Sage, automation, sage erp x3, Salesforce, enterprise resource planning, john shepperson, oates co, distribution, supply chains, scalable, customer support



Why You Should Be Tracking Your Inbound Containers

Posted by John Shepperson | Feb 10, 2015 2:00:00 PM

Is your company losing profits because of too much inventory or lost manufacturing time due to waiting for just-in-time parts? An enterprise resource planning (ERP) software system can fix your inventory logistics nightmares, starting from the supplier sending you a shipment and ending with the final product leaving your doors.

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Topics: ERP, container, enterprise resource planning, container tracking, shipment, inbound, inbound container tracking, incoming container tracking, incoming



This Year, Resolve to Make Your Website Healthier!

Posted by John Shepperson | Feb 3, 2015 2:00:00 PM

new_years_resolution_you_can_keep

For most of us, this time of year comes with the best intentions, both personally and professionally. But more often than not, in spite of our good intentions, our resolutions never quite come to fruition.

We talk with a lot of companies that tell us that they’d really like to improve their website. Whether it’s bulking up SEO, leaner order entry processes, or a better customer experience, most companies’ websites are due for an overhaul in 2015.

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Topics: ERP, Sage, enterprise resource planning, upgrade, integration, oates co, mobile website, new year, b2b, overhaul, b2c, resolution, seo, website pipeline, 2015



Tips for Using Sage ERP X3 in the Distribution Industry

Posted by John Shepperson | Jan 20, 2015 11:00:00 AM

Manufacturing and distribution trends are changing all the time. (You can see some 2014 trends here.) Though the trends fluctuate, it always stands that small and mid-sized distributors must continue improving their quality control, productivity, and competitiveness in order to level the playing field between themselves and larger distribution companies. To do so, many companies are looking at automation and software integration programs like Sage ERP X3. These ERP (an acronym for enterprise resource planning) systems offer increased control over all aspects of running a distribution company. 

Here are some tips to use Sage ERP X3 to increase quality and competitiveness: 

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Topics: ERP, Sage, automation, sage erp x3, customer relationship management, enterprise resource planning, crm, integration, manufacturing, quality control, distribution, mobile friendly, trends, productivity, offshore control



Strategies For Improving Manufacturing With Business Intelligence

Posted by John Shepperson | Jan 15, 2015 11:00:00 AM

Getting visibility from the shop floor to the top floor of any manufacturing center begins through the effective use of business intelligence. Manufacturers are streamlining their operations while gaining greater insights into where and how they can improve operations using business intelligence applications and platforms.

In addition, integrating business intelligence applications with customer relationship management (CRM) and enterprise resource planning (ERP) systems provides insights and knowledge about manufacturing operations and company operations that weren’t available before.  

Here are some strategies for improving manufacturing with business intelligence:

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Topics: ERP, supply chain, customer relationship management, business intelligence, key performance indicators, enterprise resource planning, inventory, crm, integration, john shepperson, oates co, manufacturing, KPI, forecasting, metrics, suppliers



Total Quality Control Via Sage ERP X3

Posted by John Shepperson | Jan 13, 2015 2:30:00 PM

What does it take to have the highest level of quality control in your business? For every mistake made on your manufacturing floor, for every piece of work that needs to be reworked and either gets reworked or doesn’t before it’s sent out, your business loses valuable time, materials, and customer satisfaction.

Managing your entire manufacturing, production, and distribution process can be a huge chore. Significant changes take time and training to implement and mistakes in your processes can take weeks to be discovered, dramatically decreasing your efficiency and increasing both your labor and management costs. 

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Topics: ERP, Sage, sage erp x3, enterprise resource planning, john shepperson, oates co, customer service, quality control, total quality control, tqc, productivity



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