Intellitec Solutions

Pennsylvania Trust is a leading wealth management firm and excelled further when they moved their #FinancialManagement to Microsoft #Dynamics365 Business Central. How did one #ERPimplementation do it for them? A Cloud Solution Reduced Costs: They eliminated any need for expensive internal server upgrades and now have online accessibility to all their data, reporting, and insights in real-time. An Easy System to Use: Jumping from Dynamics GP to Microsoft Dynamics 365 Business Central wasn't a 1-to-1 switch but it was an intuitive change that let them get up and running quickly, plus it integrated seamlessly with their other Microsoft products. Integrations That Simplify: Adding in the Jet Reports implementation allows them to report in the formats they need without heavy modifications on their end. There are a lot of #ERPsolutions out there but they trusted our guidance, and helped them stay ahead of the curve as they continue being a #WealthManagement pillar to families, individuals, and nonprofits alike. #CaseStudy #ERP #DigitalTransformation

Would you rather move your on-premises system to the cloud or start fresh with a new cloud-based system? Let's explore the pros and cons... Many on-premises #ERPsolutions have developed cloud-enabled versions to stay competitive and can be a fairly easy way for businesses to shift to a more accessible platform with less IT demand. The downside is the move from internal to external services can expose some limitations within your financial systems, especially integrations that might not be cloud-enabled. Just because a financial solution is cloud-enabled, doesn't mean it's true cloud and can scale to meet the demand of your growth. On the other hand, a #CloudERP is built for full cloud functionality. It's flexible, scalable, and allows for data to seamlessly shift from internal servers to offsite with no disruption or data loss. Plus, they often have an open API for easy integrations. The hurdle is having your team adopt a new system. There are pros and cons to both. As long as you know what will work best for your business, you can make the right call. #DigitalTransformation #ERPsoftware

Would you rather move your on-premises system to the cloud or start fresh with a new cloud-based system? Let's explore the pros and cons... Many on-premises #ERPsolutions have developed cloud-enabled versions to stay competitive and can be a fairly easy way for businesses to shift to a more accessible platform with less IT demand. The downside is the move from internal to external services can expose some limitations within your financial systems, especially integrations that might not be cloud-enabled. Just because a financial solution is cloud-enabled, doesn't mean it's true cloud and can scale to meet the demand of your growth. On the other hand, a #CloudERP is built for full cloud functionality. It's flexible, scalable, and allows for data to seamlessly shift from internal servers to offsite with no disruption or data loss. Plus, they often have an open API for easy integrations. The hurdle is having your team adopt a new system. There are pros and cons to both. As long as you know what will work best for your business, you can make the right call. #DigitalTransformation #ERPsoftware

With demand for #SeniorLiving care growing rapidly, how would you expand your organization to accommodate? Expand your existing facility or open new communities? By 2040, the U.S. Census Bureau expects the 85+ population to hit 14.4 (double what it was in 2020 and thensome!), so there is going to be pressure to support them. Organizations will need to consider their setup and if they're ready to handle multi-entity management or stick to growing their existing location as new opportunities grow with an aging population. #BusinessGrowth #Innovation #ERP

For Springpoint Senior Living, Microsoft #DynamicsGP was the solution they needed to continue serving and providing care for over 4000 residents across 25 communities. The #ERPimplementation was complex, involving customization and integrations to make it do exactly what they needed but, in the end, it worked like a dream. ?? They consolidated their Chart of Accounts for all 25 communities standardizes general accounting. ?? They use customized FRX reports to aggregate data efficiently & speed up financial reporting. ?? They have Microsoft Forecaster streamlining budgeting, allowing more time for analysis & better decision-making. ?? With the custom A/P module, Safe Pay, they can send encrypted verification files to the bank for an added layer of fraud protection. To find out more about how we brought their vision to reality, check out the #CaseStudy on our site. #ERP #SeniorLiving #FinancialManagement

An #ERPimplementation requires proper planning and execution before, during, and after. To make it go smoothly, there are some big mistakes that are easy to avoid once you know about them. One big one is poor communication. It's all well and good you've decided to bring in a new #ERP system but if you don't consider all the moving parts involved during the implementation process, it's doomed to fail. Properly communicating early with your entire team, the consultants, developers, end users, PMs, etc, and getting insight from them throughout will ensure everything is setup and everyone will be better able to adopt the new #ERPsoftware. #DigitalTransformation

When is it the right time to change to a new #ERPsolution? Download to find out. It's hard to know as there is a lot to consider, and any #DigitalTransformation is a massive undertaking. Before you dive in, check out our resource in the link. We cover 10 major considerations for you to review about your current system and whether it's meeting your organization's needs, so you can decide if now IS the right time to change your #ERPsoftware. https://lnkd.in/gpSZTPy5 #ERP

For Saint Simeon's, it was night and day after we helped them with a quick and painless implementation of Sage Intacct. Hear the Before & After story... BEFORE Their system wasn't user-friendly, it lacked the ability to pinpoint specific data necessary to create thorough reporting they needed, their chart of accounts was bloated, and they were reliant on spreadsheets for managing data. AFTER Using dimensions simplifies their chart of accounts; they have set up custom reporting that caters to their needs as a #NonProfit; have streamlined departmental report reviews from days to hours; and enjoy the convenience of #CloudERP access anytime, anywhere. That's the short and sweet version but you can view the full #CaseStudy on our site for an in-depth look at their journey. #Accounting #FinancialManagement #ERP

With Microsoft #DynamicsGP scheduled to sunset over the next few years, we want to remind any current users, or anyone considering adopting the platform, of these critical dates. Thankfully, there are alternatives to explore. None are direct one-to-one upgrades but finding what works best for your business is what matters, whether it's sticking with Microsoft and shifting to #BusinessCentral365 or jumping into Sage Intacct. We have several blogs on our site covering your options, so check them out and reach out with any questions. #DigitalTransformation #ERP #ERPsolution

Today from 11-12 EST, join us to go over the new features and key items brought to us in Sage Intacct's Q4 release. Register in the link below and we'll see you there! https://lnkd.in/gW2rHXiP #CloudERP #ERPsoftware