Coffee Talk: Boost Your Services with a Shot of NetSuite SRP

Many of our blog posts discuss ERP Guru's cloud-based solutions, their functionalities, and other trending topics. That’s a lot of information to take-in and we realize that blog readers sometime need a break. That’s why ERP Guru is introducing “Coffee Talk,” a six-part blog series dedicated to informing while staying informal! “Coffee Talk” focuses on the software needs of specific industry verticals in casual terms anyone (no matter their department and know-how) can understand. This week’s industry is services. Let’s talk!

What is a service-based business?
At first, the answer might appear obvious: service-based businesses provide a service. This answer is partly true, but it is also partly false. Service-based business don’t provide services per se, but the manpower and hours  necessary to complete projects that later become services. Take engineering firms, for example. Most are described as “service-based companies,” but what they really are is enterprises who rent-out engineers by the hour to complete projects.
How can service-based businesses appropriately coordinate the amount of manpower they need to complete any given project(s)?
Again, the answer seems obvious: Professional Services Automation (PSA) systems. These provide visibility and control over project resources. Any PSA system worth its salt can deliver service-based business’ project managers and resource managers with the information necessary to accurately plan, track and execute projects according to their employees’ skills and schedule. Seems like a dream come true, right? Wrong. PSA systems may make project-related information visible and malleable, but they hardly make life easier when they can’t be integrated with users’ other business management software. Imagine having to manually drag every project-related cost, bill, or invoice to your ERP system. What a pain!

Aren’t there any unified PSA solutions?

With NetSuite’s Services Resource Planning (SRP) solution, service-based businesses don’t have to worry about their PSA system not automatically integrating with their ERP solution!  NetSuite SRP encompasses easy-to-use features that provide the same services as a traditional server based PSA system. In addition, because SRP is part of NetSuite’s line of cloud-based business managements solutions, it automatically integrates all information within NetSuite’s ERP to ensure each of your projects are not only completed on-time and on-budget, but also that all their information is rapidly integrated within the rest of your company’s business processes.
Here’s how NetSuite SRP works. First, SRP compiles employees’ knowledge, skills, and availabilities into Netsuite so that the information necessary to schedule billable work time can be easily retrieved and organized, guaranteeing that every resource is used to its full potential. Second, NetSuite SRP generates accurate invoicing and billing documents. These allow users to correctly recognize revenue opportunities and fix-price projects, allowing finance and project managers to better communicate while reducing stress before year-end audits! Finally, NetSuite SRP integrates all necessary information with NetSuite ERP, giving users the advantages of a PSA system without the hassle of manually integrating information with other business-related software. Talk about project management made easy!
What can ERP Guru do for you?
ERP Guru recognizes the struggles associated with adequately coordinating service-based businesses’ manpower, billing, and software. In fact, we fully relate with this difficulty because we too are a service-based enterprise. NetSuite SRP has helped our team of gurus complete clients’ projects according to their schedules and budgets and, in doing so, has allowed us to maintain our status as top cloud-solution provider! We would love to share NetSuite’s SRP solution with service-based businesses interested in improving their practices. Contact one of ERP Guru’s representatives today and find out how easy managing a service-based business can be!
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Author: Dominique Frechette


The Numbers Are In! Cloud-Based Solutions Found to Outperform Other Software

Spot two mistakes in the following scenario:
Jack owns a business that recently opened a second office overseas. An issue encountered on his new employee’s first payday makes Jack realize that his business has completely outgrown its manual accounting system. He needs a modern system able to scale up his business to ensure that both his offices thrive. After discussing the issue with colleagues, Jack opts for an on-premise accounting solution. He asks Kyle the intern to install it and breaths a sigh of relief! The solution appears to work well until, at quarter's end, he finds that the expenses associated with it not only reduced his profit margin, but also stagnated his business' growth!

Jack's first mistake? Not doing proper research, of course! Had he relied on more reliable sources, Jack might have discovered that on-premise solutions are quickly becoming irrelevant because they cannot compete with web-based solutions!

On Premise Deployment Preference By Year:

Deployment Preference:

Overall Deployment Preference By Year:

Research produced by Software Advice, one of the world’s leading authorities on software selection, demonstrates that web-based financial recording (that is, financial recording produced on the cloud) is cheaper and more efficient than on-premise solutions. These positives are rooted in the fact that cloud solutions can be accessed remotely from any device with Internet access. They grant every employee—wherever they may be conducting business—with full visibility. Visibility allows everyone to connect with the resources needed to track projects and conduct business, which can ultimately lead to greater profit margins, overall growth, and happy employees! Cloud-based software is so easy to use that a wide variety of industries have already begun making the switch from on-premise to cloud-based!

Jack's second mistake? Asking Kyle the intern to install his solution! Once a business solution is chosen, having it installed by someone who lacks the proper credentials is imprudent. Sure, had Jack chosen the right cloud-based software, asking Kyle the intern to install it might have saved the company a few dollars. But, as is the case with most online software solutions, only cloud professionals can unlock their full potential!
ERP Guru houses some of the industry's top cloud professionals. Our decade-long experience, as a renowned cloud solution provider, allows us to scale up business by optimizing and implementing web-based management solutions. The partnerships we've maintained with NetSuite, Salesforce, and Autodesk PLM 360 also grant us the ability to help companies, like Jack’s, get web-based software that goes beyond accounting alone. Our customized software can cater to every department’s specific needs, guaranteeing excellent performances company-wide! This is an all-in-one solution that our cloud experts can provide.
If you want to avoid Jack’s ordeal, why not scale up your business with a cloud-based business solution? Contact one of ERP Guru’s representatives today and find out how you too could be living on the cloud!

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Author: Stephanie Quinn


Wave Goodbye to Uncertainty with Your Overseas Business Orders!

Hello Customized Order Management!

Managing business orders can be a stressful process. When will my order arrive? How will it be shipped? Will its landed cost resemble previous estimations? Will our profit margin increase or decrease? Is there enough inventory? These are simple questions that should, in theory, be easy to answer. But that's not always the case—unless a real-time order-tracking solution can be implemented in tandem with your business orders!

Because of the interregional nature of business orders, order-tracking solutions typically require a customized web-based ERP service as their backbone. This is why ERP Guru’s Container Management solution is based in NetSuite. Through NetSuite’s business management software, our customized Container Management solution gives users better visibility into their business’ procure-to-pay process; tracking items in each container and shipment, monitoring the entirety of its value and landed costs, all while delivering status updates at every step. ERP Guru’s customized Container Management solution ensures that the delivery of items ordered and the containers in which they are stored remain easily accessible, that the value of each container stays one click away, and that products in the container retain their visibility from factory, to port, to warehouse, to retailer (or whatever route orders may travel). In addition, because this customization is specialized for NetSuite, it links all purchase information to the transactions already performed on the ERP system, allowing users to focus on other, more important things!

Managing business orders through a customized ERP solution best serves businesses that:

1) Need real-time access to their inventory.
2) Group their overseas shipments in one or more containers.
3) Wish to keep track of containers while they transit from one region to another.
4) Require their landing costs to be effectively calculated in order to safeguard estimated profit margins.

Keeping track of business orders engenders lots of questions, but, with a customized ERP solution, you won’t be left wondering long! Let experts customize your ERP platform and experience the results yourself.
For more on Container Management, see:
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Author: Marissa Rosen


So You Think You Don't Owe Sales Tax?

True or false: bagel vendors doing business in the same zip code pay the same sales tax  on their product?

Answer: False. When it comes to sales and use tax, zip codes don’t mean zip! The numbers on your bagel salesman’s tax invoice largely depend on the jurisdiction in which he does business. These numbers also hinge on whether or not he decides to serve his bagel whole, sliced or garnished. Who knew serving breakfast was so complicated?
The world holds thousands of tax laws like these. All are defined by specific sets of rules that vary depending on country, municipality, street name, and address—each of which overlap, overrule, and override one-another. For companies, especially those doing business in different territories, this means relying on employees to undertake the near-impossible task of tracking changing tax requirements worldwide. It also means having to deal with auditors whose paycheck depends on the amount of non-compliant tax penalties they can manage to inflict on businesses. What a headache!

Last week, ERP Guru and Avalara hosted a joint webinar, called ‘So You Think You Don’t Owe Sales Tax?’, to provide an inside view of Avalara’s leading tax management software solution. ERP Guru knows just how ‘taxing’ sales tax can feel like, and we want to help businesses learn about streamlining their sales tax process with a simple and easy solution, without the bottle of Advil! In case you missed it, here’s a recap for you:

We’ve learned that the secret lies in Avalara’s ability to effectively and efficiently keep track of shifting tax laws worldwide. While hired employees typically have to work-overtime to ensure compliance toward the near-constant changes in taxation procedures, Avalara’s cloud-based software platform automates, outsources, and documents trans-territorial tax payments to maintain sales and use-tax compliance, giving its users the peace of mind that comes with knowing every tax rule applicable to their company is being followed to a tee.
Because ERP Guru knows that tax audits are not of matter of “if” but of “when,” we have formed an alliance with Avalara to ensure our clients’ continued financial strength. Organizations doing business with ERP Guru—especially those relying on Netsuite and/or Salesforce—need not worry about upcoming audits! Our team of dedicated experts can install Avalara’s automation software, AvaTax, within our customers’ business systems. Implementing AvaTax with existing systems often grants users the ability to lower financial resources expended on tax compliance and, ultimately, strengthens their business’s economic standing. This makes the partnership between ERP Guru and Avalara one which not only protects clients’ interests during auditing sessions, but also extends financial opportunities otherwise unmatched by automated tax systems alone.
ERP Guru’s commitment to its clients is strengthened by the partnerships we develop with web-based business management tools like Avalara. If you too are committed to your company’s well-being, contact one of ERP Guru’s representatives today. You never know when an auditor will knock at your door!

To contact an ERP Guru representative, email us at:
To learn more on how you can implement AvaTax with your current business solutions, click here.
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Author: Gabriel Marechal


Don't be Afraid of Data Integration!

Data Integration: Middleware Considerations

When an organization chooses to enhance their business infrastructure with a cloud-based ERP, CRM or PLM product, such as Netsuite, Salesforce, or Autodesk PLM 360 respectively, the question quickly arises:

“Can I keep information in my existing systems synchronized with my new ERP/CRM/PLM system?” 

The answer, in short, is “Yes!”

This is achieved through a task known as Data Integration or Enterprise Application Integration. This entails putting in place a middleware application to synchronize information between the different systems, enabling a complete worldview of business logic across every application platform.

There are many considerations when choosing how to implement a middleware application, including:
  • The scale of information being synchronized
  • The programmable interfaces of the systems being integrated
  • The resources allotted to putting in place the middleware application

With that being said, the two types of middleware approaches to consider are:
  • Commercial Middleware Products 
  • Customized Middleware Applications

Commercial Middleware Products
Data Integration is not entirely a new concept. Several companies have built commercial middleware products to help organizations perform their Data Integration needs with as much ease as possible. A couple of these commercial products, which ERP Guru has experience with, include Jitterbit and Boomi. Within these types of products are the necessary pre-built connections to popular products such as Netsuite, Salesforce, and Autodesk PLM 360. As a result, in order to get your Data Integration started, all that is needed is to assign the proper field mappings between systems. One advantage of commercial middleware products is that they will continue to adapt to the inevitable changes in the systems they are integrating with. 

These products often come with the choice of being located on servers on-site or being cloud based.

Pricing is often characterized with a first-time fee followed by either a monthly or yearly subscription fee.

Customized Middleware Application
In the case where a commercial middleware product cannot be customized to fit a particular need or the investment price is not justifiable for the Data Integration project, a Customized Middleware Application can be built. ERP Guru specializes in creating these applications using the Spring Framework, which is based in the Java programming language. Other common toolkits for this type of customization work include Apache Camel and Talend.

Once a custom middleware application has been delivered, should there be any changes to the infrastructure of the systems being integrated, additional development effort will be needed to update the application.

This application will generally sit on a server managed by the organization and will not require any yearly or monthly cost.

The right Middleware for the right situation
ERP Guru has the experience to recognize which type of middleware application will provide the best results and the best value whether you are integrating with Netsuite, Salesforce, or Autodesk PLM 360. We are continually on the look-out to stay up to date with the current trends in middleware techniques and embrace new technologies.

Contact ERP Guru for more information and let our knowledge be your organization’s competitive advantage when implementing a middleware project.

Christopher Neal
Integration Specialist at ERP Guru