Category: Software

This Is the Story of Our Latest System Implementation

Last year, we implemented NetSuite, an Enterprise Resource Planning (ERP) software at our firm. We were previously using two systems, Zoho CRM and Zoho Books, which we had outgrown. We needed something that we could personalize based on our processes, and NetSuite was the solution (please see my blog post NetSuite: How to Select the Best ERP for more on how we selected our ERP).

Implementing the new system was a company-wide effort which required a lot of hard work, and the first six months were particularly intense. In the end, however, we were able to produce a work of art. NetSuite was the system we needed and more.

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What Happened During Our Year Implementing NetSuite

In 2017 our firm embarked on the biggest system implementation yet: NetSuite, an Enterprise Resource Planning (ERP) system. It took six very intense months to become operational, but the full implementation lasted a year because we had bugs and problems that needed to be resolved. Because NetSuite interacted with all the departments of the company, bringing the system online was going to affect everybody.

Prior to implementing NetSuite, we had a very basic accounting system; it only took care of fundamental transactions, such as bills and invoices, and it produced fixed customer statements, accounting reports, and financial statements. While it was a good system for a startup, we realized we had outgrown it.

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How to Implement a Cloud System in Your Business

Implementing a new cloud software can be very intimidating if you are not comfortable with computer software in the first place. However, even if you are not a computer whiz, you can learn how to adapt, and your firm can take advantage of all the benefits of the cloud systems available in the tech age.

The first step is to make a plan for the overall implementation of the system; this will save time, and you can then take advantage of the system as soon as you buy the license(s). The plan will allow you to have everything ready so you can start working on your software as soon as possible.

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NetSuite: How to Select the Best ERP

Three years ago, we found we had outgrown our accounting system. When we first started, we managed all our accounting activity on an Excel spreadsheet. We then implemented Zoho Books, an entry-level accounting system, and had been working with it for four years. At the time of its implementation, it had been a major upgrade, and I consider it a great starter accounting software system. A few years later, however, we found we were ready yet again for more advanced functions.

Selecting a new system was not straightforward or easy. We are real estate developers, and our industry has quirks that don’t fit into standard business models. For instance, we do not only sell, but we also lease properties. Also, our manufacturing process varies from building to building, and sometimes from apartment type to apartment type.

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The Valuable Cloud Software My Company First Implemented

The Cloud can be a blessing to a small company.

Just ten years ago, the most viable options available to smaller organizations were lesser-quality systems that needed to be shared via a local server and maintained by an IT person. Because they could not afford an effective on-site system, most of these firms would just keep everything on Excel and share documents on an internal server. It was a very frustrating and now outdated way to work.

Our journey as a firm was similar to that of many other small companies. The following is a short account of the problems we faced in each of our departments with the corresponding solutions we used to solve them with the help of Cloud software.

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6 Reasons You Will Love Wrike Like We Do

A few years ago, I would spend an hour or two every morning meeting with individual members of our team. During these meetings, we would go over all the assigned tasks and projects to see where we stood. Activities were assigned verbally and written in each person’s organizer. In follow-up meetings, I would find that we had miscommunicated, and the to-dos had been misunderstood. Valuable time had been wasted. We soon realized that this method was too inefficient, and something had to change.

After researching the benefits of Cloud software, I knew a Cloud-based project management system was right for our firm. Project management software would allow us to share tasks and deadlines as well as improve our effectiveness as a team. Because we did not have an IT department, we needed software that is constantly upgraded and easy to implement. I weighed many options and finally chose Wrike. Here’s why we love Wrike.

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