Resources

Looking for more information? Check our library of resources for a deep dive into a wide variety of topics. We explore different platforms, industries and everything in between.

Video Resources

Acumatica: ShopFloorPro
Acumatica: Catalog Pro
Acumatica: Field Services
Acumatica: Navigation
Acumatica: Empowering Your Remote Workforce
Dynamics 365 BC: Procure to Pay Video Demonstration
Dynamics 365 BC: Summarize with Copilot
Dynamics 365 BC: Chat with Copilot
Dynamics 365 BC: Sales Line and CoPilot Completed
Dynamics 365 BC: Make to Stock Video Demonstration
Dynamics 365 BC: Produce Production Order Video Demonstration
Dynamics 365 BC: Drop Ship Sales Order Video Demonstration
Dynamics 365 BC: Manage Inventory Video Demonstration
Dynamics 365 BC: Quote to Cash in Outlook Video Demonstration
Dynamics 365 BC: Reconcile Bank Video Demonstration
Dynamics 365 BC: Quote to Cash in D365 Sales Video Demonstration
Dynamics 365 BC: Customer Approval Process Video Demonstration
Dynamics 365 BC: Automate Accounts Payable Video Demonstration
Dynamics 365 BC: Consolidate Companies Video Demonstration
Dynamics 365 BC: Intercompany Transactions Video Demonstration
Dynamics 365 BC: Opportunity to Quote Video Demonstration
Dynamics 365 BC: Order to Cash Video Demonstration
Dynamics 365 F&O: 3G Presentation
Dynamics 365 F&O: Preview Demonstration
Dynamics 365 F&O: Product Configuration Models
ProMRO vs Dynamics 365 F&O: Asset Management
ProMRO for Dynamics 365 F&O: Quote to Cash
ProMRO: Item Requirements
ProMRO vs Dynamics 365 F&O: Asset Management
ProMRO: Overview
ProMRO Highlights
ProMRO for Acumatica: Customer Equipment
ProMRO for Acumatica: Tool Management
ProMRO for Acumatica: Service Profiles
ProMRO for Acumatica: Aviation Programs
Acumatica Success Story: Power Storage Solutions
Acumatica Success Story: Saddleback Leather
Power Storage Solutions: Acumatica Customer of the Year
Power Storage Solutions Reviews Acumatica
Power Storage Solutions Isn’t Missing a Beat
Power Storage Solutions: Advice for Someone Partnering with Acumatica

Downloadable Resources

The 7 Costs of Implementing an ERP System

Tipalti and Clients First Datasheet

Acumatica Cloud ERP Product Overview Datasheet

Microsoft Dynamics 365 Business Central Capability Guide 2

Dynamics 365: Engineering Change Management

Acumatica Manufacturing Edition Brochure

Dynamics 365: Product Information Management

Dynamics 365: Master Planning

Dynamics 365: Procurement and Sourcing

Dynamics 365 Supply Chain Management Datasheet

Microsoft Dynamics 365 Business Central Capability Guide 1

Dynamics 365: Production Control

Dynamics 365: Demand Forecasting

Acumatica Distribution Management Datasheet

Intro Brochure

Dynamics 365: 2024 Release Wave 1 Plan

Dynamics 365: Asset Management

Sensor Data Intelligence

Microsoft Dynamics 365 Finance Datasheet

Mobile ERP Applications

Dynamics 365: Cost Management

Sage to Acumatica – Number 1 Reason

Intelligent Order Management

M.L. Leddy’s Case Study

Power Storage Case Study

Maxtube Case Study

Saddleback Leather Success Story

ProMRO and STS Aviation Case Study

ProMRO for Dynamics 365 eBook

Insights in the Cloud

ProMRO for Acumatica Overview eBook

An Understanding of the New Lease Accounting Standards

ProMRO for Dynamics 365 F&O Overview eBook

The Complex Job Shop

Migrating Compliance Risk with Dynamics 365 Finance

Dynamics 365 Licensing Guide

True Cloud Applications for Agile and Fast-Growing Businesses

Seven Steps to a More Resilient, Agile Manufacturing Supply Chain

Cloud-Based ERP Implementation eBook

Intro Brochure

Should I move my ERP to the cloud?

Fords

Building the Best ERP Project Team

See Why Brands Are Switching From NetSuite to Acumatica

How to Find Out Which ERP Best Fits Your Needs

Cloud Delivers 2.1 Times More ROI

Dynamics 365: 2022 Release Wave 2 Plan

ProMRO and STS Aviation Case Study

Six Applications That Can Keep Projects Profitable

Customer
Spotlight

“After our successful Houston implementation of Dynamics AX in 2006, Sulzer has since utilized Clients First for our other service facilities in the United Kingdom, Argentina, Australia, Indonesia and The Netherlands.”

[Update: CFBS has helped Sulzer modernize their operations with Microsoft Dynamics 365 F&O. Although they started on AX, they are currently using the latest version.]

Glenn Doerksen
VP of Operations - Sulzer

“The CFBS (Clients First Business Solutions) team has been outstanding from the beginning. We originally reached out to CFBS for a comparative quote, but they were so impressive we ended choosing them as our partner. Partner is the best word to describe their style. They jumped in, learned our business and helped us implement a solution that works for our business. We just completed our first month in Acumatica after using GP for nearly 20 years and I am pleased to say it’s going great.”

Hilary Ehlen
Manufacturing and Operations Business Analyst - Eder Flag

“Clients First has provided Sulzer with 10+ years of global implementations and support of our Dynamics AX 2009 and EPM (Extended Project Module) for our Services division which provides repair services for all types of turbomachinery, pumps, motors, and generators. They are now going through the same process and rolling out Dynamics 365 Finance and Supply Chain with EPM365 (ProMRO). Clients First is our trusted Dynamics 365 partner and understands how to design and implement the software specifically for our complex customer project and MRO needs.”

Glenn Doerksen
VP of Operations - Sulzer

“The Clients First team did an exceptionally good job,” he adds. “They brought the right resources to bear, worked long hours, and came on site to help implement the software successfully. They have an exceptional track record of success.”

Rob Wire
Sr. Vice President of Information Technology - STS Aviation Group

“Really pleased with Business Central – it was recommended by Clients First and is meeting all of our needs. The implementation process was very smooth and any follow up questions or support needs have been handled quickly and in a professional manner. Definitely believe we may the right decision in regards to both software and service.”

Ted Beaman
Partner - Agape Management Company

“Who you pick will make or break your implementation, they have got to know the program inside and out and have business sense, this is what you get with Clients First. We challenged them, pushing them to implement the latest Acumatica version and didn’t charge me for learning on my dime and that was fantastic. We made them better and they made us better which makes for a really nice partnership.”

Derrick Elledge
VP of Operations - Power Storage Solutions

“The Clients First team did an exceptionally good job,” he adds. “They brought the right resources to bear, worked long hours, and came on site to help implement the software successfully. They have an exceptional track record of success.”

Rob Wire
Sr. Vice President of Information Technology - STS Aviation Group

“The team at Clients First gave us the consulting and development expertise to get our Dynamics AX project on track. There was no long on-boarding process, they jumped right in and got to work since they know our industry and how to set up the software to our advantage. We now have a trusted Partner for our Dynamics AX.”

Michael Stegall
Information Technology Manager/ERP Project Manager - Eurecat U.S., Incorporated

“We had been using a legacy construction accounting software package when we found Acumatica Construction Edition, and it is a perfect fit. It’s a modern cloud solution that handles our manufacturing, service, distribution and construction business in one cohesive integrated solution allowing a seamless flow of data. We expect this to provide significantly better business insights and improve overall efficiency.”

Ron Fairchild
Chief Financial Officer - Texas Scenic Company

“They spent a lot of time discussing Acumatica concepts and business concepts and why it was important to do things” with our IT staff, he says. “Rather than just troubleshooting our problems, they spent a lot of time training us on concepts and holding classes on dashboards to teach us how to build our own. This way we can develop our own solutions using the same base concepts.”

Derrick Elledge
VP of Operations - Power Storage Solutions

“With multiple international locations and several different software solutions in place we were concerned with replacing these systems with one package in a timely manner. We are delighted we worked with Clients First. Their dedication and expertise has allowed us to implement the system within our agreed plan.”

Martin Bremner
Operations Director - MaxTube/Duoline

“Clients First is able to deliver what they say. They’re easy to work with and very accurate at knowing what it will take to make something work. They’re very good at thinking outside the box.”

Damon Clovis
Senior VP & CFO - RCL Services Group, LLC

“Clients First did a great job of setting our expectations of things we could or couldn’t expect and things that would have to be worked out in the implementation process. I found Clients First to be very honorable, they did what they said they would do and when they would do it.”

Brian Adamik
CEO - Ram Aircraft, LP

“We began using Clients First for software support in July of 2014. We are a French owned company who made a software change to Navision & we wanted a U.S. support team for our U.S. offices. We have had fantastic service from Clients First & they have been kind enough to help us through our occasional glitches that always seem to occur at the worst time. The staff is always cordial & extremely knowledgeable. I mainly work with Benjamin Basom who is very patient with my lack of computer knowledge. I always learn something new about Navision while working through issues with him. Whether it’s a shortcut to find something or a function I wasn’t aware of, I find our online sessions to be very helpful. I remain grateful after all of our years of software support from Clients First!”

Sharon David
Controller - Baikowski
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