ERP Consolidation Services

Unify Your Systems. Simplify Your Business.

CFBS helps organizations simplify their technology landscape by determining what should be consolidated, integrated, replaced, or retired.

The goal isn’t simply to reduce the number of applications. It’s to create a connected technology environment that gives your people:

• Reliable information
• Fewer manual processes
• Systems that work together

Have Your Systems Become a Problem?

System consolidation provides an opportunity to determine which applications still deliver value—and which have become liabilities.

Older systems might have become increasingly expensive to maintain, difficult to integrate, and dependent on specialized knowledge that is becoming harder to find.

Acquisitions, geographic expansion, and decentralized technology decisions can leave different divisions or locations operating on different ERP platforms.

Consolidating those environments can improve reporting, standardize processes, and reduce technology costs.

Connecting or consolidating function-specific applications reduces duplicate work and improves visibility across the organization.

Moving the right processes into your business systems can reduce manual work and improve data integrity.

When critical business processes depend on spreadsheets outside your ERP, information can become difficult to control, reconcile, and report.

Consolidation and integration allow information to move more efficiently across the business as well as reducing input time and the risk of errors.

Let’s face it, entering the same customer, order, inventory, project, or financial information into multiple systems wastes time, plain and simple.

A connected technology environment creates a more reliable foundation for reporting and decision-making instead of spending time reconciling numbers from different systems.

When different systems maintain different versions of the same information, management teams spend too much time reconciling numbers instead of acting on them.

A modern ERP system provides real-time inventory tracking, demand forecasting and automated purchasing. This additional functionality can help your businesses maintain optimal stock levels and prevent costly delays. With better vendor tracking and procurement management, you can negotiate smarter and reduce waste.

Successful system consolidation isn’t about forcing every business process into a single application. It’s about determining the right role for every system in your technology environment.

Clients First helps organizations evaluate their existing applications and make the important decisions to consolidate, integrate, or retire them.

Not Every System Should be Replaced

Integration Can Be Just as Important as Consolidation

Some applications provide specialized capabilities that make sense to retain.

In those situations, the objective isn’t replacement. It’s making sure those applications communicate reliably with the rest of your business environment.

Clients First provides the technical expertise to connect ERP with the applications, platforms, equipment, and data sources your organization depends on.

Our capabilities include:

API development
ERP and third-party application integration
Custom interfaces
Automated data exchange
Data imports and exports
Data transformation
Legacy system integration
Microsoft ecosystem integration
Integration troubleshooting and enhancements

A well-designed integration strategy allows you to simplify your application landscape without sacrificing specialized capabilities your business still needs.

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 up 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 made 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

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

Take Control of Your Business with an ERP Built for Your Industry

Don’t let disconnected systems slow you down. An effective ERP consolidation eliminates inefficiencies, cuts costs and improves overall performance, giving you the tools to stay competitive. Whether you’re in heavy equipment, project and field service or a related business, now is the time to invest in a system that supports your success.

Clients First is here to help you unify your systems, streamline operations, and unlock your full business potential with industry-tailored ERP configuration and consolidation solutions. Whether you’re ready to take the first step or just exploring your options, our team is ready to guide you through a free, no-pressure consultation.