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Our professionals have helped hundreds of businesses gain efficiency by replacing antiquated or no longer applicable accounting and ERP systems for our clients.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.