ERP Consulting & Implementation
for Job Shops, MRO, and Custom Manufacturers
Acumatica Gold Partner & Microsoft Dynamics 365
experts helping complex workflows flow since 2003.
CFBS, born out of Clients First Business Solutions’ specialized manufacturing division, is a Texas-based ERP consultancy exclusively serving made-to-order manufacturers, aviation and heavy-equipment MRO operations, and specialized on-site installers.
We built ProMRO, our own maintenance, repair, and overhaul software, to allow systems to better fit the way your work gets done.
We’re Built to Support
Complex Operations
CFBS specializes in ERP selection and implementation for businesses where every job is different, ensuring operational details stay connected in one system from quote through delivery.
Custom Manufacturing
From quotes to production, one system for everything no matter how individual each order might get.
Job Shops
Quoting and scheduling to job costing in one connected system, with everything tracked against its estimate.
Make-to-Order / Engineer-to-Order
Maintenance, Repair & Overhaul
Track every component, maintain compliance, and keep complex operations moving with our custom ProMRO add-on.
Aviation MRO
Teardown to return with complete audit trail for FAA compliance. Our own ProMRO software integrates work orders, serial tracking, and routing.
Heavy Equipment MRO
Mining, marine, turbine; anywhere big equipment arrives in one piece and leaves in hundreds. Track every component through repair and return.
Field Service Management (FSM)
Coordinate people, materials, equipment, and shipments from shop floor to every job site.
Manufacturers Who Install On Site
One place to track crews, materials, and shipments, so everything arrives together where and when it’s needed.
Case Study
Derrick Elledge
VP of Operations, Power Storage Solutions
Exclusive Developer & Provider of ProMRO
Custom MRO functionality for Acumatica and Microsoft Dynamics 365
ProMRO is an ERP extension developed by CFBS for companies whose business is repairing and overhauling customer equipment. It adds MRO-specific functionality to Acumatica Cloud ERP and Microsoft Dynamics 365 Finance & Supply Chain Management.
Acumatica & Microsoft Dynamics 365 for Manufacturing & MRO
CFBS implements new ERP environments on Acumatica Cloud ERP and Microsoft Dynamics Business Central, then supports and extends existing Dynamics 365 Finance & Supply Chain Management and legacy Dynamics environments. Both platforms can be extended with our ProMRO module for specialized repair and overhaul operations.
New Implementations
Acumatica Gold Partner
Acumatica provides a modern cloud ERP platform for organizations that need to connect financial management with complex operational requirements.
With capabilities spanning Financials, Manufacturing, Field Service, Project Accounting, Equipment Management, CRM and reporting, Acumatica provides a strong foundation for growing organizations that need more than basic accounting software.
New Implementations
Business Central Implementation
Microsoft Dynamics 365 Business Central connects financial management with sales, purchasing, inventory, manufacturing, projects, service, and other core business processes.
Its connection with Microsoft 365, Power Platform, Power BI, and the broader Microsoft ecosystem makes Business Central a strong ERP platform for organizations looking to modernize operations while continuing to leverage Microsoft technology.
OPTIMIZATION & INTEGRATION
Support for Dynamics 365 AX and Finance & Supply Chain Management
CFBS optimizes and integrates existing Microsoft Dynamics 365 Finance & Supply Chain Management and legacy Dynamics AX environments, helping teams extend functionality, connect applications, move and automate data, troubleshoot legacy development and add technical capacity.
Already have a Microsoft partner or internal Dynamics team?
CFBS adds experienced Dynamics technical resources for targeted projects, development backlogs, and specialized requirements.
We can work alongside your existing resources to provide specialized technical expertise when and where it’s needed.
ERP Services Across Your System Lifecycle
Your ERP needs change as your operation changes. CFBS can enter at any stage, from helping determine what system you need to consolidating or improving an ERP you’re already running.
Discovery & Selection
Figure out what you need before you commit to a system.
- Map business processes and workflows
- Identify functional requirements and bottlenecks
- Define opportunities to streamline or automate
- Recommend the right solution, scope, and budget
Implementation & Go-Live
Turn plans into a working system while you keep operations running.
- Configure and customize your ERP
- Connect all integrations and specialized applications
- Migrate and convert your data
- Train users and internal teams management
- Launch and support go-live
Consolidation & Modernization
Simplify the systems you already have before adding another.
- Assess your applications, databases, and ERP environments
- Determine what to consolidate, integrate, replace, or retire
- Clean and migrate data
- Reduce systems and ongoing maintenance
Optimization & Support
Improve and extend an existing ERP as your requirements change.
- Upgrade existing ERP environments
- Improve workflows and automations
- Add custom functionality and system enhancements
- Provide ongoing support and mentoring
Why Companies Choose CFBS as Their ERP Partner
Clients point to CFBS’ industry-specific knowledge and continuity of service, from ERP selection through long-term support.
CFBS was so thorough in explaining the various systems available and the pros and cons of each.
Martin Bremner
Operations Director, Maxtube Group
5 companies · 4 countries · 1 ERP
I’m not sure it would have been as easy if we didn’t have the relationship with the same CFBS implementer helping us throughout the process.
Ahmed Elborai
VP, Global Sourcing, M&D
20+ Year Partner · Business Doubled Twice · Shipping Time Cut 50%
CFBS brought the right resources to bear, worked long hours, and came on site to help implement the software successfully.
Rob Wire
Sr. Vice President of IT, STS Aviation Group
1,500 Task Templates · Specialized Shop-Floor Workflows
Experienced Partners.
Real-World Perspectives.
With roots in ERP systems that go back to the 1980s, our leadership team brings a collective two centuries of systems and hands-on business experience for practical support in every engagement.
Mike Conti
Managing Director
40+ years leading ERP initiatives for mid-market manufacturers and job shops, with executive oversight across every client.
Mark Skinner
Director of Services
20+ years delivering ERP solutions across manufacturing, MRO, aviation and project-driven organizations.
Michael Barnes
Practice Manager, Acumatica
Ramona Morrison
Practice Manager, Dynamics 365
20+ years ERP consulting and operations with both implementation leadership and firsthand end-user perspective.
Rhonda Dunn
Customer Success Manager
Realizing long-term value from ERP investments through adoption, support, continuous improvement and coordination across delivery teams.
How We Approach ERP Consulting & Implementation
CFBS offers agile ERP delivery methods on cloud platforms like Acumatica and Microsoft Dynamics 365 Business Central. Implementation timelines for small-to-mid market clients range from 3 to 9 months depending on complexity.
1. Show Us How Your Work Flows
You walk us through how quotes, jobs, parts, and invoices move through your business today, including the spreadsheets and workarounds no one documented.
What we’re looking for: bottlenecks, duplicate entry, handoffs, undocumented processes and requirements standard software may not cover.
2. Get a System Designed Around You
You’ll review Acumatica or Dynamics 365 system plans that fit your workflow. When standard features aren’t enough, CFBS can develop custom functionality, integrate existing applications, or incorporate specialized tools like ProMRO.
Focus on: configuration, custom development, integrations and specialized workflows.
3. Go Live Without Stopping Business
You roll out in stages, by site or by module, so work keeps moving. That’s how Maxtube moved five companies in four countries onto one system.
5 companies in 4 countries adopting to 1 ERP? Read the full Maxtube case study.
4. Stay Supported After Launch
Go-live is your starting line. You get ongoing support, optimization, and new capabilities layered in as your business grows. It’s why some CFBS clients have worked with the same team since 2003.
After launch: support, upgrades, workflow optimization, integrations and enhancements.
Industry Insights
For businesses that involve a complex network of teams and departments completing work in harmony, an ERP system acts as the central hub that connects those departments and keeps every individual team on the same page.
An ERP implementation costs typically range from $10K–$150K for small businesses, $150K–$700K for mid-sized businesses, and $1M–$10M+ for large enterprises. It depends on the type, size, and location(s) of your business.
You may be ready for ERP if you’re running multiple systems that don’t talk to each other, critical work is happening in spreadsheets, your reports don’t always agree, or a super-user is close to retirement.
Common causes of ERP failure stem from preparation. Leaders not defining success, bad data and processes getting migrated, or key staff being expected to support migration on top of their regular duties.
The CFBS Difference
Most ERP Partners Lead with Software. We lead With the Business.
Deep Industry Specialization
We focus on organizations where operational complexity creates demanding ERP requirements - including manufacturing, MRO, aviation, and specialty construction.
Proven Methodology
ERP success depends on discipline, not heroics. Our methodology is designed to prevent failure, not react to it.
Experience Led ERP Selection
We help clients evaluate ERP solutions objectively — based on operational requirements - not simply the software that's easiest to sell.
Built In Longevity
Our relationship doesn't end at go-live. CFBS supports clients across the entire ERP lifecycle through optimization, data, training, support, and technical services.
ERP Platforms
& Specialized Solutions
We lead with operational fit –
software follows.
Acumatica - A Flexible ERP Solution That Grows With You
Acumatica provides a modern cloud ERP platform for organizations that need to connect financial management with complex operational requirements. With capabilities spanning Financials, Manufacturing, Distribution, Project Accounting, Construction, CRM and reporting, Acumatica provides a strong foundation for growing organization that need more than basic accounting software.
Business Central - Modern Microsoft ERP for Growing Businesses
Microsoft Dynamics 365 Business Central connects financial management with sales, purchasing, inventory, manufacturing, projects, service, and other core business processes.
Its connection with Microsoft 365, Power Platform, Power BI, and the broader Microsoft ecosystem makes Business Central a strong ERP platform for organizations looking to modernize operations while continuing to leverage Microsoft technology.
ProMRO - Purpose-Built ERP for Maintenance, Repair & Overhaul Businesses
ProMRO combines Acumatica Cloud ERP with specialized MRO functionality developed by Clients First for organizations managing complex maintenance, repair, and overhaul operations.
Designed around the repair lifecycle, ProMRO connects: Quoting, Customer Equipment, Repair Activity, Parts, Labor, Inventory, Costing, Compliance, Invoicing, and Financial Management.
ProMRO supports aviation, heavy equipment, component repair, and other organizations with complex MRO requirements.
Specialized Technical Expertise
for Your Existing Dynamics EnvironmentClients First brings decades of Dynamics experience to organizations that need specialized technical expertise within their existing Microsoft Dynamics environment.
Whether you need to extend existing functionality, connect another application, move data, automate a process, troubleshoot legacy development, or add technical capacity, our team can help.
X++ Development
Extensions, enhancements, custom programming, existing code modifications, and specialized business functionality.
APIs & Systems Integration
Connect Dynamics with third-party applications, operational systems, customer platforms, Microsoft technologies, and other business-critical systems.
Data
Imports, exports, migration, transformation, validation, and automated data exchange.
Interfaces & Automation
Reduce manual processes and improve how information moves between Dynamics and the rest of your technology environment.
Technical Troubleshooting
Understand and resolve problems involving existing development, integrations, interfaces, data, and specialized processes.
Technical Resource Augmentation
Add experienced Dynamics technical resources for targeted projects, development backlogs, and specialized requirements.
Already have a Microsoft partner or internal Dynamics team? Clients First can work alongside your existing resources to provide specialized technical expertise when and where it’s needed.
Connect the Technology Your Business Depends On
Modern businesses depend on more than ERP.
You may have specialized manufacturing applications,
ecommerce platforms, warehouse systems, customer portals, field applications, legacy systems, equipment data, or other technology that continues to provide important business value.
The answer isn’t always replacing those systems.
Sometimes the better approach is connecting them.
Development
Extend ERP and other applications around specialized
business requirements.
APIs & Integration
Connect ERP with the systems your organization depends on.
Data
Migrate, transform, import, export, validate, and
synchronize information across applications.
Automation
Reduce duplicate entry and manual work by improving how
information moves throughout the organization.
System Consolidation
Determine what should remain, what should be integrated, and
what can be eliminated as your technology environment evolves.
Proven In The Field
40-60%
Reduced
Month-End
Close
3-5
Eliminated
Shadow
Systems
100%
Improved Job
and Project
Margin Visibility
100%
Increased Executive
Confidence in
Operational Data
Not Sure If You're Ready For ERP?
Who CFBS Is Not For:
Buyers looking for
generic, one-size-
fits-all solutions
Organizations unwilling
to commit to process
improvement
Companies seeking
the cheapest ERP
implementation
Talk to an ERP
Advisor Who
Understands
Operations
Whether you’re evaluating a new ERP, trying to connect disconnected systems, improving an existing environment, or dealing with a specialized technical requirement, start with the business problem.
Tell us what you’re trying to accomplish.
We’ll help you understand the requirements, risks, technology options, and appropriate next step.