ERP Consulting

We Don’t Just Sell And Support Software, We Support Your Business!

You’re checking out or website because you know that technology can make businesses function more efficiently. Where we differ from other accounting software providers is that we have the depth of knowledge (30 years to be exact) to assist you in improving and streamlining your existing business processes, so you can get the highest return out of the software you decide on.

Our clients don’t get in over their heads because we’re as thorough as you get. From process reviews to detailed assessments, we handle every implementation project with these “client-centric” services…

Business Process Review

Experienced in implementing and supporting over 350 customers throughout California, we will consult with you through surveys, interviews, discovery meetings, detailed assessments and more to thoroughly understand your processes. Only then can we recommend and implement the best solution for your business.

Project Management

An implementation project is no easy, straight-forward task. We don’t mean to scare you away, but there are checks and balances, important project details, and budget guidelines that must stay on track to be successful. With our experience, we know how to manage these projects from start to finish without encountering major hiccups. Oh and our quality of work can’t be beat. 

Implementation

Our implementation begins by creating what we call a conference pilot. We take our data and set up your own sandbox to play in, explore and learn. We then train your high-level users on the roles and processes they will use the most. We take this approach to ensure your own staff has internal support for the basic questions and problems. When we implement your software, we want it to be YOUR software. The end result is that when you go to the live system with one of our software solutions, you are confident, knowledgeable and ready to get the most out of your investment.

Data Migration

We can convert the existing data from your current system to your new ERP system.

Software Training

All companies experience staff turnover. We offer refresher and introductory training sessions to bring new hires up to speed or keep existing staff current on new features, updates and issues. In the end, you get the most out of a product you actually use. Our implementation and training process gives your staff the foundation to use the system with confidence. We offer training at our office, on-site, even free webinars to keep your staff knowledgeable.

Report Writing

Data is important to any and all businesses and each business has its own individual methods of interpreting it. We take the frustration out of the custom reports for our clients with form design, inventory reports and even system-generated alerts. If the data is in the system, we can generate an easy to read and comprehensive report to help you make better business decisions.

Software Support

ERP software is an investment in your business, so you should never be left hanging. Our software specialists offer ongoing support in person, over the phone, via email, or over a remote desktop connection. Our experts troubleshoot errors, install service packs and perform annual system upgrades so you can continue doing what you do best: run your business. 

How This Benefits You

Our expertise in business processes as well as our deep experience with ERP implementations enables Platform Technology Advisors to recommend and implement solutions that will help your business grow.

We’re certified consultants in the following systems:

• Sage 100 (formerly Sage 100c, Sage 100cloud, and MAS 90)
• Sage Intacct
• Sage X3
• Sage CRM
• Sage Fixed Assets
• Sage Payroll
• Sage Intelligence
• Crystal Reports

Give us a call to see how we can help: (805) 569-9487 or email [email protected]