Our Contacts

70 Santa Felicia Dr

Goleta, CA 93117

2243 S. Depot Street, Suite 101

Santa Maria, CA 93455

Phone: (805) 569-9487
Fax: (805) 569-9542
E-mail: info@platformta.com

Find the Gaps.

Eliminate the Chaos.

Turn chaos into clarity with tailored ERP solutions and expert support with Platform Technology Advsiors.

Uncover the Gaps. Unlock Your Potential.

At Platform Technology Advisors, we don’t just plug in new software. We take the time to understand how your business and industry operates, identify what’s holding you back, and deliver a tailored plan.

Whether you’re facing slow processes, disconnected data, or outdated systems, we help you uncover the gaps and implement the right ERP system to support your goals and long-term growth.

How We Work

We partner with you every step of the way, from understanding your business and uncovering gaps to building the right plan and delivering ongoing support.

Listen & Learn

Understand your operations, pain points, and goals.

Identify Gaps

Pinpoint inefficiencies, redundancies, and risks.

Build the Plan

Create a roadmap for technology, processes, and change management.

Implement & Support

Deploy solutions with precision and stay with you for the long haul.

ERP Solutions Compared – Which One Fits Your Business?

A modern, cloud-based ERP platform designed for growing businesses. Acumatica stands out for its flexible licensing, robust integration capabilities, and real-time data access from anywhere, built to scale with your operations.

Acumatica

A modern, cloud-based ERP platform designed for growing businesses. Acumatica stands out for its flexible licensing, robust integration capabilities, and real-time data access from anywhere, built to scale with your operations.

Sage Intacct

The go-to cloud ERP for financial management and accounting excellence. Sage Intacct delivers powerful automation, deep reporting, and industry-specific capabilities designed to help organizations achieve more with less manual effort.

Sage X3

A robust ERP built for enterprise-level operations, Sage X3 offers end-to-end control over business processes. From supply chain and manufacturing to financials and compliance, it is highly customizable and powerful.

Gaps in Your Product Margins? Let’s Fix That.

“Before Platform Technology Advisors, we never truly knew how much our products were costing us. As it turns out, there were some products that weren’t profitable and others that actually cost us money to sell. Needless to say, we’ve made the adjustments. I’ve recommended them multiple times and will continue. They are a great company to work with.”

Aaron Gaston

Vice President, InfoGrip

Your Next Step

If you know you can do better but aren’t sure where to start, it’s time to talk. Let’s find the gaps,

eliminate the chaos, and build a stronger future together.