• Facebook
  • LinkedIn
  • Twitter
  • Youtube
Phone | 800.331.8382
Clients First | Acumatica and Dynamics ERP Partner
  • About Us
    • Leadership
    • Locations
    • Customer Reviews
  • ERP Services
    • Cloud Based ERP Solutions
    • Development
    • Discovery Requirements Analysis
    • Dynamics Upgrade
    • Methodology
    • Support
    • Technical Mentoring
    • Training
  • ERP Software
    • Acumatica Cloud ERP
      • Acumatica Software and Project Costs
      • Acumatica QuickStart
      • Acumatica Advanced Edition
      • Acumatica Specialty Construction
      • Acumatica Enterprise Edition
      • Acumatica eCommerce Edition
      • Acumatica Field Services
      • Acumatica Manufacturing
      • Acumatica Marketplace
      • Acumatica Quick Tip Videos
      • Acumatica Video Channel
    • ProMRO for Acumatica
      • ProMRO Aviation Features
    • Dynamics 365 Business Central
    • Dynamics 365 Finance & Supply Chain
      • TEI of Migrating to Dynamics 365
      • Dynamics 365 Finance
      • Dynamics 365 ProMRO
      • Dynamics 365 Manufacturing
      • Dynamics 365 Supply Chain
      • Pacejet Shipping Solution for Dynamics
    • On-Premise ERP Solutions
      • Dynamics AX Lifecycle Dates
      • Support & Upgrades
      • Microsoft Dynamics NAV
    • ISV Add-On Products
      • Cleo Integration Solution
      • LeaseQuery IFRS16 Solution
      • Pacejet Shipping Solution for Dynamics
      • Tipalti AP Automation Solution
  • Industry Focus
    • Projects and Service Industries
    • Job Shops
    • MRO Industry Expertise
      • MRO for Dynamics 365
      • MRO for Acumatica
    • Manufacturing
    • Wholesale Distribution
  • ERP Demos
    • Acumatica Videos
    • Acumatica ProMRO Software Videos
    • Acumatica Quick Tip Videos
    • Dynamics AX Videos
    • Dynamics 365 Business Central Videos
    • Dynamics 365 Finance & SCM Videos
    • Dynamics NAV Videos
    • Dynamics 365 ProMRO Videos
    • Register for Webinars
    • Trade Shows
  • Blogs by Topic
    • Acumatica Cloud ERP
    • Cloud ERP
    • ERP Implementation Tips
    • Manufacturing & Job Shops
    • Maintenance Repair Overhaul
    • Microsoft Dynamics
    • Project & Services
  • Contact Us
  • Search
  • Menu Menu
  • About Us
    • Leadership
    • Locations
    • Customer Reviews
  • ERP Services
    • Cloud Based ERP Solutions
    • Development
    • Discovery Requirements Analysis
    • Dynamics Upgrade
    • Methodology
    • Support
    • Technical Mentoring
    • Training
  • ERP Software
    • Acumatica Cloud ERP
      • Acumatica Software and Project Costs
      • Acumatica QuickStart
      • Acumatica Advanced Edition
      • Acumatica Specialty Construction
      • Acumatica Enterprise Edition
      • Acumatica eCommerce Edition
      • Acumatica Field Services
      • Acumatica Manufacturing
      • Acumatica Marketplace
      • Acumatica Quick Tip Videos
      • Acumatica Video Channel
    • ProMRO for Acumatica
      • ProMRO Aviation Features
    • Dynamics 365 Business Central
    • Dynamics 365 Finance & Supply Chain
      • TEI of Migrating to Dynamics 365
      • Dynamics 365 Finance
      • Dynamics 365 ProMRO
      • Dynamics 365 Manufacturing
      • Dynamics 365 Supply Chain
      • Pacejet Shipping Solution for Dynamics
    • On-Premise ERP Solutions
      • Dynamics AX Lifecycle Dates
      • Support & Upgrades
      • Microsoft Dynamics NAV
    • ISV Add-On Products
      • Cleo Integration Solution
      • LeaseQuery IFRS16 Solution
      • Pacejet Shipping Solution for Dynamics
      • Tipalti AP Automation Solution
  • Industry Focus
    • Projects and Service Industries
    • Job Shops
    • MRO Industry Expertise
      • MRO for Dynamics 365
      • MRO for Acumatica
    • Manufacturing
    • Wholesale Distribution
  • ERP Demos
    • Acumatica Videos
    • Acumatica ProMRO Software Videos
    • Acumatica Quick Tip Videos
    • Dynamics AX Videos
    • Dynamics 365 Business Central Videos
    • Dynamics 365 Finance & SCM Videos
    • Dynamics NAV Videos
    • Dynamics 365 ProMRO Videos
    • Register for Webinars
    • Trade Shows
  • Blogs by Topic
    • Acumatica Cloud ERP
    • Cloud ERP
    • ERP Implementation Tips
    • Manufacturing & Job Shops
    • Maintenance Repair Overhaul
    • Microsoft Dynamics
    • Project & Services
  • Contact Us
Clients First's ERP Whitepaper Library
Home » ERP and Industry Whitepapers

Looking for ERP and Industry Whitepapers?

You’ve come to the right place!

Browse through our ERP and industry whitepapers from Microsoft, Acumatica, our own experts at Clients First, and industry analysts.   We try to focus on manufacturing, supply chain, maintenance repair and overhaul (MRO), finance, etc.  Please check out our blog too for more product and industry information.

Dynamics 365 for Finance & Operations

Browse below to see ERP whitepapers on the new cloud based Dynamics 365 for Finance and Operations Edition! Click the plus sign and follow the link to download!

What is Dynamics 365 Finance and Supply Chain?

Dynamics 365 changes the way you can buy and implement software. Read more about What Is Dynamics 365.

What is Dynamics 365

Dynamics 365 Supply Chain Fact Sheet

Get better manufacturing results through connected operations with Dynamics 365 Supply Chain. Download the fact sheet.

Download Now

Dynamics 365 Finance Fact Sheet

Dynamics 365 Empowers Finance: Here is a product deep dive exploring what Dynamics can do for your company.

Download Now

Dynamics 365 Enterprise Edition: What’s new, Changed & Deprecated

Learn what has been changed in the new Dynamics 365 (AX7).

Dynamics AX vs. Dynamics 365 Finance and Supply Chain

Dynamics 365 Enterprise Buying Guides

Review these buying guides and/or contact us at 800.331.8382 or email info@cfbs-us.com and we will answer your questions.

New call-to-action

Microsoft Dynamics 365 Finance & Supply Chain Cloud Application Lifecycle

Download the Microsoft Cloud Application Lifecycle

Download

Power BI - DIY Guide to Dazzling Data

Power BI – DIY Guide to Dazzling Data & BI

Download Now

What’s New in Microsoft Dynamics 365 Finance & Supply Chain

What’s New in Dynamics 365

Better tools built for the modern workplace.  We try to update this file as new features are released.

Download

Dynamics 365 Enterprise On Premise System Requirements

Download Now

Dynamics 365 Spring 2018 Update Release Notes

Read about the latest release information on all the Dynamics 365 product lines including Operations and Finance (Enterprise).

Download Now

Acumatica

Browse and download the titles below that focus on Acumatica – the fastest growing Cloud ERP available.  Acumatica has no per user license costs to fit most companies requirements. Click the plus sign and follow the link to download!

2017: Read What a Leading Software Analyst Says about Acumatica

Acumatica and Dynamics 365 Top ERP Value Matrix Review

This white paper is a comparison ofAcumatica to other top cloud ERP providers:

  • #1 in Usability (Second year in a row!)
  • Robust functionality
  • Real-time data updates
  • Horizontal & vertical capabilities
  • No Per User License Cost!
Download Now

What Acumatica Customers Want and Get

In this whitepaper, Mint Jutras research talks about what SMB customers need & how Acumatica ERP can help with those needs.

  • Excellent funtionality paired with superior usability (#1 according to Nucleus Research)
  • Allows service changes & customization without penalty
  • Speed up operations with a unified, all-in-one solution
  • Customer-driven software updates & improvements
Download Now

Acumatica Presents Four Strategies for Smarter Inventory Control

This paper is provided for companies that carry inventory (manufacturers, distributors, retailers and service providers) and want to better manage their inventory availability while reducing ordering and carrying costs. This paper will present four seemingly simple – but proven – strategies for smarter inventory control.

Download Now

Acumatica Presents Learn how to find the ROI of Your ERP

If your considering getting a new ERP solution in the future, this white paper offers an analysis of the complex job shop and the functional requirements a complex job shop needs in a system.

  • Learn methods for calculating ROI estimates
  • Determine what ERP project costs to expect: initial costs, ongoing costs, & “hidden” costs
  • Identify direct and indirect benefits of your ERP project
  • Use ROI analysis to predict & measure future business success
Download Now

True Cloud Applications for Agile & Fast Growing Businesses

Why Cloud Apps Are Key to Supporting Growth of Small and Medium Businesses
An IDC InfoBrief

View Report

The Unified Manufacturing Environment: Transparency, Collaboration, and Decision-Making With End-to-End ERP

In “The Unified Manufacturing Environment,” you’ll see how: 

  • The top challenges facing manufacturing stem from a lack of visibility 
  • Leading manufacturers are 2.2 times more likely to have an end-to-end manufacturing ERP solution 
  • Manufacturers with complete ERP are 2.3 times as likely to have the ability to share and integrate data with the extended enterprise 
  • Manufacturers with complete ERP are 52% more likely to have real-time visibility into the status of all processes 
Download Your Copy

Creating a Modern, Effective Manufacturing Environment With ERP

In “Creating a Modern, Effective Manufacturing Environment With ERP,” you’ll see how: 

  • The top pressures in manufacturing are unpredictable demand, and complexity of data 
  • Leading manufacturers have implemented more modules of ERP at a higher rate than followers 
  • Leaders are 1.9 times as likely to have standardized procedures for production planning and execution 
  • Leaders saw a 12% improvement in operating margins as a result of ERP 
Download Your Copy

ERP’s Role in the Modern Manufacturer: Supporting the Needs of Industry 4.0

In “ERP’s Role in the Modern Manufacturer: Supporting the Needs of Industry 4.0,” you’ll see how: 

  • Adopt the same success strategies as leading manufacturers. 
  • Accelerate your path to greater profitability. 
  • Find out what industry leaders already know about cloud ERP. 
  • Unleash the power of business analytics in your operations. 
  • Gain greater visibility into all your business processes. 
Download Your Copy

What Do Manufacturers Look For in an ERP Solution?

In “What Do Manufacturers Look For in an ERP Solution?,” you’ll see: 

  • Manufacturers’ top four criteria for selecting ERP systems. 
  • What feature 48% of top-performing manufacturers look for in ERP 
  • How total cost of ownership should factor into the equation 
  • Which key selection criteria you may be overlooking 
  • Aberdeen’s reliable four-step plan for selecting a system  
Download Your Copy

Industry Insights

We watch for industry information that can help our customer in the Manufacturing, Maintenance Repair and Overhaul (MRO), Distribution, Projects and Service industries.  Let us know if you find this information helpful.

Factory of the Future

Free Whitepaper Factory of the Future

Manufacturing Trends for 2019

2019 Manufacturing Trends Report

Five Steps to Navigating ERP Selection & Implementation

Not much affects a company’s ability to serve its customers, compete effectively, and maintain long-term business growth like enterprise resource planning (ERP) system selection and implementation. This makes it, therefore, a high-risk proposition.  Let Clients First help reduce your risks and provide research material.

This white paper outlines the five steps to ERP selection and the implementation process.

Download Now

6 Applications that Keep Projects Profitable for MRO, ETO/MTO, Manufacturing

ERP ProfitabilityWhether you’re in MRO, Manufacturing, ETO/MTO, this guide can help you with the applications that will keep your projects in the green!

Download Now

15 Red Flags Your Company Needs A New Accounting System

15 red flags you need ERP

 As your business grows beyond start-up, it makes good sense to upgrade your basic accounting software. When you are ready to move forward, please keep Clients First in mind.
Download Now

Avoid ERP Implementation Pitfalls

Avoid ERP Implementation PitfallsThis is your guide to avoiding the mistakes that ERP implementations have made before us!

Download Now

ERP for The Complex Job Shop for MRO, ETO/MTO, Manufacturing

Complex Job Shop Whitepaper

Improve Forecasting Accuracy Today - You’re Guide on Demand Planning

Demand Planning systemThis guide will spill the beans on the one thing you need to achieve an initial forecasting accuracy of over 90%

Download Now

Cloud ERP: An Adaptable, Consumable, And Flexible Option For Medium-Size Businesses

This white paper discusses  Cloud ERP’s

  • Medium-size businesses expect cloud ERP to be accessible, to support mobility, and to provide flexibility in data location and moving between deployment options.
  • As they consider cloud ERP, medium-size businesses are eager to take advantage of robust and embedded customizable reporting and workflow.
  • The No. 1 concern medium-size businesses have about cloud ERP is how per-user licensing costs rise as firms’s headcount increases.

See how it cloud fit into your organization by downloading the whitepaper.

Download Now

Dynamics AX White Papers

Browse and download the titles below on cloud, saas, implementation costs and more. Click the plus sign and follow the link to download!

AX Statement of Direction as of August 2013

AX Statement of DirectionDownload the AX Statement of Direction for an overview of which features and functionality to expect in AX!

Download Now

Compute the ROI and Economic Impact of AX

ROI of Dynamics AX

This 30 page guide will help you compute quantifiable costs and benefits of implementing Dynamics AX.

Download Now

Configure Master Planning in AX

Configure Master PlanningThis guide will show you the ropes on configuring Master Planning in AX!

Download Now

Demand Forecasting in AX

No Guessing Business Demand with AX

Microsoft Dynamics AX demand forecasting is a lightweight yet powerful tool that lets users predict demand based on historical data, adjust the predicted demand, and import the values in to Microsoft Dynamics AX forecast models.


Download Now

Dynamics AX for Field Services Organizations

Download to see the functionality in Dynamics AX built for Field Service Organizations

Download Now

IFRS Reporting Out-of-the-box with AX

Support for IFRS in Microsoft Dynamics AX 2012 R3Dynamics AX IFRS Reporting

Download Now

Implementing Formula Features and Functionality for AX

features and functionality in Dynamics AX formulas that help Process Manufacturers shine!

Mapping Lean Manufacturing Production Flows in AX 2012

Get the scoop on the features and functionality in AX formulas that help Process Manufacturers shine!Implementing AX Formulas

Download Now

Microsoft Dynamics Lifecycle Services

Download the Microsoft guide that overviews the implementation strategy with Azure.

Lifecycle Services Book Image

Download Now

Performance Considerations for Warehouse Management AX

This 17 page guide will help you compute quantifiable warehouse benefits of implementing Dynamics AX which includes all modules.

Download Now

Quality Management Processes

With food born illnesses, quality and safety management has become one of the most important aspects of processing and manufacturing foodgoods.

No Worries with Dynamics AX!

Download Now

Reservations in Warehouse Management in AX

Ax R3 has no problems with reservations!

Find out how AX2012 makes warehouse management easier using a reservation system.

White paper cover for Reservations in Warehouse Management

Download Now

Worker Resource Scheduling in AX 2012 R3

Learn how to efficiently schedule project resources from quotes and projects in AX R3

Worker Resource Scheduling AX 2012 R3

Download Now

Dynamics NAV

Browse below to see ERP whitepapers for Dynamics NAV.  Click the plus sign and download!

See the latest features of Dynamics NAV 2018

See the latest features of Dynamics NAV 2018

Download Now

Dynamics NAV 2017 Feature Guide

Download this capability guide for Dynamics NAV 2017

Download Now

Microsoft Dynamics NAV 2016 Product Details

NAV 2016 is quick to implement, easy to use, and has the power to support your business ambitions through intuitive processes such as:

  • Mobility: Mobile Client app for use with smartphones
  • Posting Preview – Ability to preview ledger entries prior to posting
  • Electronic Banking:  Positive Pay
  • Process Management/Automation:  Workflows out of the box
  • Document Management:
  • Electronic Invoicing
  • OCR
  • Revenue and expense deferrals
  • Business Insight:  Works natively with Office 365 Power Bi
Download Now

Microsoft Dynamics NAV 2016 - What’s New

NAV 2016 is quick to implement, easy to use, and has the power to support your business ambitions through intuitive processes such as:

  • Mobility: Mobile Client app for use with smartphones
  • Posting Preview – Ability to preview ledger entries prior to posting
  • Electronic Banking:  Positive Pay
  • Process Management/Automation:  Workflows out of the box
  • Document Management:
  • Electronic Invoicing
  • OCR
  • Revenue and expense deferrals
  • Business Insight:  Works natively with Office 365 Power Bi
Download Now

Microsoft Dynamics NAV 2015 Overview & Capabilities Guide

Microsoft Dynamics NAV is a multi-language,
multi-currency business management solution that helps
companies worldwide manage their accounting
and finances, supply chain, and operations.

Download Now

Customizing Enhanced Cue Controls in NAV 2015

NAV Customer Cue ControlsYour complete guide to enhanced cue controls in NAV 2015

Download Now

Configure Automatic Record Matching in the Payment Reconciliation Journal, NAV 2015

Dynamics NAV 2015Your complete technical whitepaper on Automatic Record Matching in NAV 2015

Download Now

Microsoft Dynamics NAV and Azure

Book cover for Azure and NAV

HOW MICROSOFT AZURE AND DYNAMICS NAV WORK TOGETHER:

Microsoft Dynamics NAV 2013 R2 hosted in the cloud on Windows Azure offers your company:

  • an easy-to-use
  • quick-to-implement business solution from Microsoft
  • that offers scalability
  • anywhere access with the added benefit of knowing your solution is hosted on secure, enterprise-class cloud infrastructure from a trusted provider.
Download Now

Microsoft Dynamics NAV Business Intelligence

Dynamics NAV allows businesses to run successfully by turning business data into business intelligence. This data is more than just a report on a desk or in a file: It is extractable and presentable allowing for actionable insight.

Download Now

Microsoft Dynamics NAV What’s My Price?

With Microsoft Dynamics ERP, your price is dependent on YOU!
Your business is unique, so why force fit your company into a preconfigured solution?
With Microsoft Dynamics, the power of choice is yours!

Download Now

Setting Up Warehousing for Distributors NAV

This technical white paper will walk you through setting up warehousing in NAV 2013.

Download Now

Dynamics 365 Business Central

Dynamics 365 Business Central is the ERP cloud solution for the small to mid-sized business that understand Microsoft is the leader in ERP and productivity solutions.

Dynamics 365 Business Central Capabilities

Review the capabilities of Dynamics 365 Business Central

Download Now

Microsoft Dynamics 365 Spring Update

Dynamics 365 Spring 2018 whitepaper is full of business productivity improvements across all the Dynamics 365 products.

Download Now

RSS Product and Industry Blog

  • How To Sell an ERP Upgrade to Your Boss
  • Best of Breed vs. Best Overall ERP
  • How ERP Integrations Drive Digital Transformation
  • SaaS or On-Premise ERP is Not a Choice Anymore
  • LeaseQuery Video: New Lease Accounting Standards
  • Azure vs AWS

Contact Us

800.331.8382

Email Us

h

Propel your business with our customer focused team & superior software solutions

  • Facebook
  • LinkedIn
  • Twitter
  • Youtube
© 2022 Clients First Business Solutions
Navigation
  • Home
  • About
  • Services & Industry Focus
  • ERP Software
  • Contact
Contact

Texas Office

3901 Arlington Highlands Blvd
Suite 200
Arlington, Texas 76018

Phone

800.331.8382

Email

info@cfbs-us.com

Minnesota Office

333 Washington Ave N
Suite 300-9114
Minneapolis, MN 55401

Phone

877.428.7205

Email

info@cfbs-us.com

Scroll to top

This site uses cookies. By continuing to browse the site, you are agreeing to our use of cookies.

OKLearn more

Cookie and Privacy Settings



How we use cookies

We may request cookies to be set on your device. We use cookies to let us know when you visit our websites, how you interact with us, to enrich your user experience, and to customize your relationship with our website.

Click on the different category headings to find out more. You can also change some of your preferences. Note that blocking some types of cookies may impact your experience on our websites and the services we are able to offer.

Essential Website Cookies

These cookies are strictly necessary to provide you with services available through our website and to use some of its features.

Because these cookies are strictly necessary to deliver the website, refusing them will have impact how our site functions. You always can block or delete cookies by changing your browser settings and force blocking all cookies on this website. But this will always prompt you to accept/refuse cookies when revisiting our site.

We fully respect if you want to refuse cookies but to avoid asking you again and again kindly allow us to store a cookie for that. You are free to opt out any time or opt in for other cookies to get a better experience. If you refuse cookies we will remove all set cookies in our domain.

We provide you with a list of stored cookies on your computer in our domain so you can check what we stored. Due to security reasons we are not able to show or modify cookies from other domains. You can check these in your browser security settings.

Other external services

We also use different external services like Google Webfonts, Google Maps, and external Video providers. Since these providers may collect personal data like your IP address we allow you to block them here. Please be aware that this might heavily reduce the functionality and appearance of our site. Changes will take effect once you reload the page.

Google Webfont Settings:

Google Map Settings:

Google reCaptcha Settings:

Vimeo and Youtube video embeds:

Privacy Policy

You can read about our cookies and privacy settings in detail on our Privacy Policy Page.

Privacy Policy
Accept settingsHide notification only