
Clients First.
Service Always.
Don’t let an old system hold your organization back. Move forward with the software and implementation team that help accelerate your success.
Software is easy to buy but a challenge to implement, which is why we offer a wide range of services to help you achieve your goals. The percentage of failed and challenged implementations is astonishing which is why we do not “shoe horn” your system in.
Our process starts with understanding your organization and your objectives. From there, we help educate your team to adopt your ERP System and leverage it to improve the efficiency of your business.
Implementing a new system or upgrading an existing ERP system can feel daunting, especially for complex businesses. The right partner can change everything. The Clients First approach is to view the implementation as a team effort and to provide you with easy access to the team members you rely on. This is what we call: “Clients First. Service Always.”
Every engagement is tailored to the specific needs of our client. Why? Not all problems are the same. Not all people are the same. We understand you want the problems solved and your people to move your business forward with your new ERP System.
Our experienced team and proven processes will give you confidence and peace of mind that your investment will benefit your business. We work with winning software platforms like Acumatica and Microsoft Dynamics, both of which offer endless options for customization and integration.
Clients First. Service Always.
Don’t let an old system hold your organization back. Move forward with the software and implementation team that help accelerate your success.
Software is easy to buy but a challenge to implement, which is why we offer a wide range of services to help you achieve your goals. The percentage of failed and challenged implementations is astonishing which is why we do not “shoe horn” your system in.
Our process starts with understanding your organization and your objectives. From there, we help educate your team to adopt your ERP System and leverage it to improve the efficiency of your business.
Implementing a new system or upgrading an existing ERP system can feel daunting, especially for complex businesses. The right partner can change everything. The Clients First approach is to view the implementation as a team effort and to provide you with easy access to the team members you rely on. This is what we call: “Clients First. Service Always.”
Every engagement is tailored to the specific needs of our client. Why? Not all problems are the same. Not all people are the same. We understand you want the problems solved and your people to move your business forward with your new ERP System.
Our experienced team and proven processes will give you confidence and peace of mind that your investment will benefit your business. We work with winning software platforms like Acumatica and Microsoft Dynamics, both of which offer endless options for customization and integration.
Your Partner In Transformation
Experienced
Our staff has 200+ years of combined experience. You can lean on our expertise to get the job done right.
Focused
We are singularly attentive to your best interests and long-term success.
Agile
Our responsive team consistently delivers on strict deadlines. We’ve completed Cloud ERP implementations in as little as 60 days.
Innovative
Our US-based development team is ready to address your unique challenges and deliver a seamless solution for your business.
Implementing an ERP system that consolidates your existing processes into a single, connected platform is a game-changer for businesses looking to scale and improve efficiency. Instead of juggling multiple disconnected systems for financials, inventory, operations and customer management, an ERP unifies everything, providing real-time visibility and automation across departments.
With streamlined workflows and centralized data, your team can eliminate redundant tasks, reduce manual errors and make better decisions. A modern ERP system not only improves day-to-day operations but also provides the foundation for long-term growth, allowing businesses to adapt to changing market demands and scale without the limitations of outdated or fragmented technology.


If your current ERP system no longer meets your business needs, upgrading to a more advanced solution can provide the flexibility and functionality required to stay competitive. Whether your business has outgrown its existing system, needs better reporting and automation, or requires industry-specific capabilities, a new ERP or version upgrade can offer significant improvements.
Modern ERP solutions integrate with cutting-edge technologies like AI-driven analytics, cloud computing and mobile access, ensuring your business stays ahead of the curve. Upgrading doesn’t have to mean starting from scratch — the team at Clients First can help you with data migration, customization and phased implementation strategies to ensure a smooth transition with minimal disruption. Investing in an ERP upgrade means investing in the future of your business, ensuring you have the tools to grow, innovate and operate with greater efficiency.
Service & Support
Discovery
Our Discovery Requirements Analysis (DRA) process defines your scope, timeline and budget to ensure proper fit and deployment.
Implementation
From your implementation’s start to finish, you can count on Clients First to guide you through each step and help you achieve a clear path forward.
Mentoring
Feel confident in your ability to manage your ERP system with technical mentoring from experienced professionals. Give your IT staff and users the tools they need to be successful with our “train the trainer” approach.
Upgrades
When you’re ready to make a transition from your legacy software to a complete ERP solution, we’re here to guide you through every step of the process.
Training
Maximize your ERP investment with the latest training on Acumatica, NAV, Business Central or Dynamics 365.
Development
Extend your ERP functionality with applications or modifications tailored to your system and your organization.
Integration
Need to incorporate a targeted software package? Let our team integrate your software into your selected ERP.
Customer Spotlight
“The team at Clients First gave us the consulting and development expertise to get our Dynamics AX project on track. There was no long onboarding process; they jumped right in and got to work since they knew our industry and how to set up the software to our advantage. We now have a trusted partner for our Dynamics AX.”
Ready to take the next step?
From initial installation and configuration to training and upgrades, we’re here to drive efficiency for your business.