Our Contacts


70 Santa Felicia Drโ€จ
Goleta, CA 93117

2243 S. Depot Street,ย Suite 101โ€จ
Santa Maria, CA 93455

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

Smarter ERP Starts Here

Struggling with chaotic financial reporting and outdated systems?
Platform Technology Advisors helps growing businesses modernize and streamline operations with the right ERP systems. Our team of ERP experts will cut through complexity, delivering an ERP that fits, works, and lasts.

Get Expert Guidance

Creating Solutions that Matter. Delivering Results that Count.

At Platform Technology Advisors, weโ€™re more than ERP consultants, weโ€™re your trusted technology partners. For us, success isnโ€™t just about implementing software; itโ€™s about building long-term relationships that help your business thrive.

Our experienced ERP team works alongside you to understand your unique needs and tailor solutions that truly fit. If a system wonโ€™t serve your business, we wonโ€™t recommend it. Instead, we focus on guiding you through every step of the ERP journey with honesty and expertise.

By connecting data across departments into a single, integrated system, we empower you with real-time visibility into your operations. With clearer insights and streamlined workflows, youโ€™ll make smarter decisions, gain efficiency, and achieve lasting growth.

Discover Our Approach

Who We Serve

We know that every industry has unique challenges and opportunities. Thatโ€™s why our certified Sage 100, Sage X3, Sage Intacct, and Acumatica consultants provide tailored solutions that align with your specific needs.

From streamlined inventory management with barcode systems to seamless data flow with custom integrations, weโ€™ll help you optimize your ERP investment for strategic business outcomes.

  • Wholesale Distributors
  • Process Manufacturing
  • Discrete Manufacturing
  • Agriculture
  • Food and Beverage
  • Construction
  • Retail eCommerce
  • Service Management
  • Wholesale Distributors

    Improve inventory visibility, warehouse efficiency, and supply chain insight with distribution ERP software built for wholesale distributors.

  • Process Manufacturing

    Improve batch traceability, production planning, and regulatory compliance with process manufacturing ERP software.

  • Discrete Manufacturing

    Improve production planning, inventory control, and on-time delivery with discrete manufacturing ERP software.

  • Agriculture

    Improve crop visibility, get insight into inventory and yield analytics, and streamline order processing and labor demands.

  • Food and Beverage

    Improve food safety compliance, lot traceability, and supply chain visibility with software built for food & beverage manufacturers and distributors.

  • Construction

    Improve project visibility, financial control and operational efficiency with a modern construction ERP software.

  • Retail eCommerce

    Connect your storefronts, inventory, financials, and fulfillment in one real-time platform built for online retailers and multi-channel businesses.

  • Service Management

    Drive growth with a comprehensive service-management ERP solution.

Our Tools

With our certified Acumatica, Sage Intacct, Sage 100 (formerly Sage 100c, Sage 100cloud, and MAS 90), and Sage X3 consultants, our clients get the right support when they need it. From Bar Code systems to custom integrations and scripts, Platform Technology Advisors has the expertise to get you the most out of your ERP software.

  • Sage Intacct

    Sage Intacct empowers businesses with cloud-based financial management solutions, delivering accuracy, efficiency, and visibility. Through automation and insightful analytics, it optimizes operations, enabling informed decision-making for growth. With a commitment to innovation and customer success, Sage Intacct drives financial excellence, transforming challenges into opportunities for organizations worldwide.

  • Sage 100

    Sage 100 (formerly Sage 100c, Sage 100cloud, and MAS 90) handles more than a typical accounting program. Robust and flexible, this highly capable business management software is strong enough to handle your small-to-medium business needs and supports you with a wide range of add-on modules as your company grows.

  • Custom Development

    Overcome business challenges with intuitive, easy-to-use tools that feature lightning-fast setup, included upgrades, and comprehensive, real-time integration with your Sage X3 or Sage 100 (formerly Sage 100c, Sage 100cloud, and MAS 90) system. Speed up your workflow with Custom Development tools from Platform Technology Advisors.

  • Software Integration

    Effective software integration streamlines operations and eliminates data silos, enhancing efficiency. By connecting business systems, data flows seamlessly, enabling accurate reporting and informed decision-making. Platform Technology Advisors, developer of datamap.tools, helps organizations integrate their systems with leading ERP solutions, ensuring a cohesive and efficient technological environment.

Download Resources

We have prepared resources with insights and information on the best approaches โ€จand tools for growing your business.

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Our Partners

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Weโ€™re Trusted by Leading Companies

With our certified Sage 100cloud (formerly Sage 100c, Sage 100, and MAS 90), Sage X3, and Sage 500 consultants, our clients get the right support when they need it.

5000+

Customers Reviews

99.99%

Satisfied Customers

  • Greg Jensen

    President, Jensen Global

    โ€œThe guys at Platform Technology Advisors are very sharp, and not just with technology. Their experience and savvy with business and financials is also a tremendous benefit to usโ€ฆ I look back now and realize things are much more streamlined and efficient since working closely with Platform Technology Advisors.โ€

  • Chris Kolodziejski

    Owner, Chella

    โ€œThey brought critical thinking to the table and were fantastic at helping me focus on the big picture so that we could operate more efficiently from every angle. Not only do they possess great technology expertise, but they also have tremendous business savvy. We havenโ€™t experienced any business challenge that they couldnโ€™t help us tackle.โ€

  • Fredrick Herzog aka Zog

    Owner, Sex Wax Inc.

    Regarding the Sage 100 installation and training, Mr. Zog adds, โ€œthe help that the Platform Technology Advisors team members have provided was invaluable.โ€

  • Rob DiEllo

    Former Controller, FRS Company

    โ€œPlatform Technology Advisors consultants were not only exceptional during our research, but also during the conversion and set up phases of implementation. During this transition period and up to the present, we have found Platform Technology Advisors accessible, responsive and sensitive to our needs. Platform Technology Advisors sold us a great product and most important of all, the service we received was even greater.โ€

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