Using our business software solutions to solve everyday business challenges.

With an insurmountable number of business technologies you could choose, it’s no wonder you get frustrated in picking “just the right solution”. Before you get lost in the lists of feature functionality and capabilities, turn to the experts at SVA Consulting. We’ll help you determine what software you should select based on your unique organization.

Accounting Software and ERP Systems

Is your financial technology growing with your business?

Accounting and Enterprise Resource Planning (ERP) systems aren’t something you change often. In fact, if you own a business for twenty years, you may only use one to two systems during your tenure. But the reality is your accounting and ERP system can be the life blood of your business. How it supports your business can heavily impact your performance.

The question to ask yourself - is my system supporting my business by making us more efficient and used to leverage our growth, or it is getting in the way of keeping our business operation from running smoothly?

If you are using ancillary systems, including database and spreadsheet applications to supplement your accounting or ERP system, then the system you use likely no longer supports your business needs and could be impacting your profitability.

Our professionals have helped hundreds of businesses gain efficiency by replacing antiquated or no longer applicable accounting and ERP systems for our clients. Here are a few real-life stories of how SVA Consulting has helped other companies:

Higher-priced system with limited functionality replaced eliminating manual processes and streamlining productivity

A local multi-company organization was using an Oracle financial system to manage their business operations. Annual support costs for this system were prohibitive and no longer correlated to any incremental time savings or value to the company. Purchase request approvals and processing were not linked to their financial system, requiring manual effort to ensure purchases were authorized and vendors paid appropriately. Their financial reporting tool was not robust enough to create the types of financial analysis reports needed, resulting in additional burden on the finance team by forcing them to manually create their financial reports in spreadsheet applications.

We solved their problem by implementing a lower-cost yet highly-functional Microsoft Dynamics ERP solution. A web-based purchase request system was implemented to help control purchase commitments while providing integration with the financial system, eliminating the need for manual entry and matching of vendor invoices. Financial reports are formatted and generated by the system, eliminating the need for manual creation while streamlining the production and distribution of their financial results to the management team on a more timely basis.

Fear of compliance audit replaced with new fully-automated compliance solution

A niche food manufacturing company's business continued to grow and flourish while their business automation systems were unable to keep pace. Compliance requirements to track raw materials and finished products using lot controls were managed manually, making it difficult to continue to grow the business profitably due to the manual efforts required. The idea of any sort of compliance audit was greatly feared due to the enormous amount of manual effort that would be required. Barriers also started to appear in the customers they could service without an automated system.

We reviewed their business operations and recommended implementation of one of the Microsoft Dynamics ERP solutions that could easily be configured to meet their needs. Lot control data is captured when raw materials are received and used throughout production. Lots are assigned to finished goods, resulting in cradle-to-grave reporting of materials used and customer sales. Gone are concerns related to potential audits and recalls as the information is readily available to the company should a product issue occur. They are now able to meet the needs of larger customers and governmental clients by providing a fully-automated compliance solution.

Integrated systems meet the needs of multiple departments while ensuring security of financial data

A distributor of promotional materials had a fairly common problem, their sales team needed access to customer sales information to manage their customer relationships but the finance team didn’t want to grant them access to the financial system. In order to grow their business and remain competitive, management was stressing the importance of staying in front of their customers and exhibiting knowledge of them by understanding their buying habits and patterns - information only stored in the company’s ERP system.

We were able to leverage this distributor’s use of Microsoft Dynamics CRM by providing integration with their Microsoft Dynamics ERP system. Customer master information continues to be owned by the financial system, but it’s synchronized with Microsoft Dynamics CRM to ensure consistency. The sales team has access to customer order and invoice history from within the CRM system without ever needing to access the ERP system and leverages this information on a continual basis to ensure they are contacting their customers when they are traditionally in their buying season.

Customer Relationship Management

Helping you improve customer relationships with customer management services and relationship management strategy.

Time means money. In today’s fast-paced and competitive sales environment, wasted time means wasted opportunities to grow your business. Too often, those opportunities are gone forever.

Companies employing a formalized CRM strategy and sales process are well-prepared to act quickly and decisively when opportunities present themselves. In many cases, that can actually accelerate the sales process!

We work with clients to implement solutions that work, instead of software that is poorly used. Our project methodology includes a thorough discovery of internal and external challenges used to develop a long-range vision and strategy. From that strategy foundation, we develop functional project phases which are logical, practical and profitable.

Here are a few real-life stories of how SVA Consulting has helped other companies:

Lost customers won back with proactive communication approach fostered by optimized technology solutions

A well-known manufacturer of specialized computer accessories was struggling with how to deal with their expiring patents. Other companies were producing cheaper imitation products, eroding their sales and margins. This was the first time in the company’s history that real competition for their market was experienced. The pain was evident in lost revenue for the company and sales teams.

We worked with the company to better understand how they attract new business and retain existing customers. The strategy was to identify internal projects that would immediately pay dividends and users could embrace. It was critical we drive real revenue opportunities and keep the process easy to use and manage. By leveraging a combination of reliable CRM data with marketing automation best practices, we helped the company do three key things:

  • React immediately and appropriately when opportunities or challenges appeared
  • Communicate clearly the value proposition of their products and experience
  • Maintain “top-of-mind” presence by automating the nurturing of all leads, prospects and customers

Remote access team with real-time information sharing leads to immediate increase in company revenue

A prominent insurance company was challenged to provide their outbound sales force with timely information about their customers and prospects. While on the road, the reps would routinely need to access information and their only option was to call the home office for assistance. This would generally require a lot of research and long phone calls to disseminate the information completely and accurately. Needless to say, the time spent on the phone meant less time in front of clients and prospects.

Our professionals solved the problem through a series of data migrations into Microsoft CRM. Several data sources were identified as critical to the sales process and merging that data into a single source was necessary for success. Once the migration and data cleansing was complete, we delivered CRM to their outbound sales force on their iPads. Instead of carrying bulky computers that took forever to boot, the reps had a lightweight, powerful and flexible device at their fingertips. It could not only facilitate the sales process, but would also deliver presentations and other documentation to their clients and prospects in a professional manner.

The inside support team ran CRM through their Microsoft Outlook client and could immediately see the information the outbound reps entered into CRM from their iPad. This nearly instantaneous transfer of customer knowledge helped to streamline and shorten the sales cycle and the company saw revenue grow by 8% in the first quarter of use!

Redundancies with information sharing, manual processes and version control eliminated with centralized database

A regional developer of hotel properties was looking for a centralized database to manage all aspects of property development, construction and hotel management. Prior to CRM, they used a number of independent spreadsheets on a number of local computers. Sharing of information was tedious and sometimes impossible. And because the information was not centralized, many times duplicates of the same data or spreadsheet existed. Managing the cleanup and data synchronization effort was incredibly time consuming and expensive.

We worked with the company to identify key information that needed to be available to all users and then tailored CRM with additional data records that allowed that data to be managed properly. Most important, the central CRM database was accessible to users through their Microsoft Outlook email client and on their Android phones which eliminated access issues from the field as well.

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Cloud Accounting and Business Management System

An enterprise class ERP Solution in the cloud, or on-premise - you choose

Acumatica is a leading provider of cloud business management software that empowers small and mid-size businesses to unlock their potential and drive growth.  Built on the world's best cloud and mobile technology and a unique customer-centric licensing model, Acumatica delivers a suite of fully integrated business management applications such as Financials, Distribution, CRM and Project Accounting, powered by a robust and flexible platform.  In an interconnected world, Acumatica enables customers to take full control of their business; to play to their strengths, since every business is unique; and to empower their people by going wherever their people go, on any device.

The robust suite of applications offers integrated capabilities for:

  • Financial management and reporting
  • Distribution management
  • Manufacturing
  • Project accounting
  • Customer relationship management
  • Business analytics

Maximizing your Investment in Business Technology

Changing your business management system is a project generally undertaken once every seven to ten years and an investment you as a business owner do not take lightly. Acumatica™ is a solution that can grow with your business, allowing you to add functionality to the application when you need it.

To stay competitive, companies need to apply new technology effectively. At SVA Consulting, our professionals assist you throughout the lifecycle of your software initiatives—from strategic consulting to advice on your implementation and ongoing support of your system.

Acumatica – Cloud Accounting

Solves Everyday Business Challenges
  • Provides access for more employees without additional licensing costs
  • Eliminates costs of additional servers and hardware
  • Consolidates remote offices and field employees with any time, any where access
  • Allows for customizable features
  • Seamless integration with this other mission critical applications

Discover more on Acumatica with the helpful whitepaper: “Why Choose Acumatica?”

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Customer Relationship Management

Protect your customer base with a customer service management and contact management system.

We use systems to manage our finances and we have insurance to protect our assets, but how do you manage and protect your most valuable corporate asset - your customers? Many times we find the historical interactions between companies and their customers are stored in employees’ memories, in paper files and disparate systems. How much more effectively could you manage your customer relationships than you are today?

Our professionals counsel our clients interested in protecting their customer-base to use solutions such as Microsoft Dynamics® CRM to manage their customer interactions. With expanded options and functionality, Microsoft Dynamics® CRM is available in both traditional licensed models and in the cloud with CRM Online.

Microsoft Dynamics® CRM functionality includes:

  • Account and contact management
  • Sales force automation
  • Marketing automation
  • Customer service management
  • Automated workflow
  • Sales planning and management
  • Mobile accessibility

Microsoft Dynamics CRM integrates with Microsoft Office, Microsoft Dynamics for financial management and other business systems to give employees a complete view of customer information.

Usability is a key factor when selecting a CRM system. Your employees want an easy-to-use system that can be accessed in a manner they are most comfortable with. Microsoft addresses this request by making Dynamics CRM information accessible from Microsoft Office Outlook and by using browser or smartphone interfaces.

Maximizing your Investment in Business Technology

Given the dramatic effect improved customer retention can have on business profitability, organizations need an approach that leads to greater customer loyalty, enhanced retention and profitability. At SVA Consulting, we work with our clients to help them successfully run and grow their business using leading, mainstream technology solutions.

To stay competitive, companies need to apply new technology effectively. At SVA Consulting, our professionals assist you throughout the lifecycle of your software initiatives—from strategic consulting to advice on your implementation and ongoing support of your system.

Microsoft Dynamics CRM

Solves Everyday Business Challenges

  • Identifies and drives revenue opportunities through improved customer knowledge
  • Automates redundant and repetitive tasks so you can focus on your business
  • Provides a “Single Point of Truth” for sales, marketing and customer service information
  • Improves user adoption with familiar ribbon interface
  • Provides a reliable and scalable platform for business growth

Download - Optimizing Business Productivity: Do More for your Customers and Your Business

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Accounting Software Program

Formerly Microsoft Dynamics Great Plains

Manage your financials in the way that best suits your business with unlimited budget tracking, flexible period or month end closing processes and definable multi-currency management with Microsoft Dynamics® GP. Experience a sharp reduction in time and effort spent in key accounting tasks and achieve easy access and rich analyses of integrated, updated information for your organization.

Expansive capabilities embrace all the financial activity that moves through your business. Whether you are drilling down for detail on invoices or purchase orders, evaluating revenues, managing payroll, or processing multi-currency transactions, you’ll have the power of automatic information updates and seamless integration across your solution.

Microsoft Dynamics GP provides a cost-effective yet solid foundation for growing businesses. Its robust suite of applications offers integrated capabilities for:

  • Financial management and reporting
  • Distribution
  • Manufacturing
  • Project accounting
  • Human resource management
  • Field service management
  • Business analytics

Maximizing your Investment in Business Technology

Changing your business management system is a project generally undertaken once every seven to ten years and an investment you as a business owner do not take lightly. Microsoft Dynamics GP is a solution that can grow with your business, allowing you to add functionality to the application when you need it.

If you are a large company or one who heavily invested in business management technology in the past, you may be surprised at the rich functionality found in Microsoft Dynamics GP with a much lower total cost of ownership than your existing system.

To stay competitive, companies need to apply new technology effectively. At SVA Consulting, our professionals assist you throughout the lifecycle of your software initiatives—from strategic consulting to advice on your implementation and ongoing support of your system.

Microsoft Dynamics GP

Solves Everyday Business Challenges

  • Eliminates manual inventory traceability of products for warranty or compliance
  • Allows for greater control over costs and managing budgets
  • Streamlines collection tracking efforts on past due invoices
  • Reduces efforts to manage employee reporting compliance while understanding the total cost related to each employee

Download - Top Ten Reasons to Purchase Microsoft Dynamics GP

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A Project-Based ERP

Financial accounting software and project management software in one.

Microsoft Dynamics® SL is designed to meet specialized customer, accounting, project management and regulatory requirements that aren’t always supported by traditional accounting solutions. It manages complex project accounting, streamlines processes and provides insights to estimate projects correctly. Ideal for project - centric organizations including professional services organizations, government contractors, distributors, construction companies and multi-company organizations.

Microsoft Dynamics® SL provides a cost-effective yet solid foundation for growing businesses. Its suite of applications offers integrated capabilities for:

  • Project management
  • Accounting and financial management
  • Services management
  • Integrated project management and accounting
  • Distribution
  • Business intelligence and reporting

Maximizing your Investment in Business Technology

Designed for forward-thinking, dynamic organizations, Microsoft Dynamics SL provides the deep functionality and flexible control to help you meet specialized business requirements, put your creativity to work, and attract and delight your customers. Built on leading-edge Microsoft technologies, Microsoft Dynamics SL adapts as quickly as you do, allowing you to add the new features you need, when you need them.

To stay competitive, companies need to apply new technology effectively. At SVA Consulting, our professionals assist you throughout the lifecycle of your software initiatives—from strategic consulting to advice on your implementation and ongoing support of your system.

Microsoft Dynamics SL

Solves Everyday Business Challenges

  • Eliminates manual effort in managing inter-operations of multiple businesses
  • Allows for greater control over costs & managing budgets
  • Creates consolidated financial reports on a timely basis
  • Generates comprehensive & timely customer invoices avoiding delayed payments

Download - Top Ten Reasons to Purchase Microsoft Dynamics® SL

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Financial Management Solution

Understand the financial strength of your business & improve performance.

Having robust, real-time financial reporting tools is a key to managing your business. Microsoft Management Reporter® is a comprehensive financial reporting tool that allows you to manage your financial progress in real-time, as it happens. Patterned after Microsoft Office applications, Microsoft Management Reporter makes it easy for you to format financial reports relevant to your business operations and monitor the key performance indicators important to you.

Some of the highlights of Microsoft Management Reporter include:

  • Custom reports without IT assistance. This tool reduces the burden on the IT department by empowering the finance team to create their own financial statements as they need them.
  • Deep cross-functional analysis. Management Reporter provides easy and accurate financial reporting, with inter-company consolidations and eliminations to address the most complex reporting structure.
  • Reduced training time and increased productivity. A familiar user interface and reporting tools minimize training time since users are easily able to transition from Microsoft Office applications to the similar navigation pane and toolbars in Management Reporter.
  • Strong data integrity and report accuracy. Management Reporter supports regulatory requirements such as generally accepted accounting practices and international financial reporting standards.

Our professionals assist you in determining the best way to implement this powerful tool. Our analysis and deployment assistance encompasses a complete view of your financial reporting process starting with data capture through final reporting. This includes tailoring the solution to meet your company’s specific needs and processes.

Maximizing your Investment in Business Technology

To stay competitive, companies need to apply new technology effectively. At SVA Consulting, our professionals assist you throughout the lifecycle of your software initiatives—from strategic consulting to advice on your implementation and ongoing support of your system.

Microsoft Management Reporter

Solves Everyday Business Challenges

  • Allows real-time access to your financial results
  • Eliminates manual effort to recreate reports via spreadsheet, direct from system
  • Generates consolidated reports, provides comparisons to budgets of prior years
  • Creates forecasts within your financial system
  • Publishes reports in secure environment for management team access

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