Most mornings, someone in your business opens the same screen, sets the same filter and clicks the same button. Tomorrow they'll do it again. Acumatica will do all of it for you — on a timer, in the background, with no code, no integration and no consultant. It's called an automation schedule, it's already baked into the system you pay for, and it's one of the most underused features in it.

This week Pete and Nirav get hands-on. Nirav shares his screen and builds an automation schedule live from scratch — auto-invoicing confirmed shipments — while Pete brings the view from inside a business that went live on Acumatica almost a year ago and has only recently started switching automations on. (Emily's off this week, so it's two seats today: the partner and the data side.)

What you'll take away:

• Why automating a process in Acumatica is now configuration, not customisation — and why that changes who's allowed to do it
• Automation schedules vs business events: proactive on a timer, versus reactive on a trigger
• The "learn to fly the plane first" rule — why Pete's team ran everything manually for six months before automating a single thing
• Which processes to automate on day one, and which to leave alone until the business has found its rhythm
• How to build a schedule live from any process screen, plus the green-button rule for spotting candidates in seconds
• The one checkbox — use shipment date for invoice date — that can quietly knock two weeks off your customers' payment terms
• Why automation schedules fail silently, the sequential-stop trap, and the governance habit that keeps them honest

Whether you've just gone live or you've been on Acumatica for years and never noticed the little clock icon, this one pays for itself in time saved.

Key moments

• (01:51) The feature nobody talks about
• (03:56) Build it in a sandbox first
• (06:20) Customisation vs configuration
• (10:04) Learn to fly the plane first
• (19:52) Demo: where the schedules live
• (30:00) Building one live: auto-invoicing shipments
• (36:45) The green-button rule
• (41:28) The checkbox that steals payment terms
• (43:58) Silent failures and who owns the schedules
• (47:19) Where the ROI hides

Resources & links

• 🎥 Watch the live demo on YouTube — this was a screen-share episode, so you can see the schedule being built.
• Nirav Shah and the team set these up for a living — AdCirrus ERP · nirav.shah@adcirruserp.com
• Pete writes about ERP, data and governance at petenicholson.co.uk · info@petenicholson.co.uk
• Free Acumatica training on this topic lives in Acumatica Open University.

Follow the show on Spotify, Apple Podcasts or YouTube, and leave a review if it was useful — it genuinely helps. No ads, no sponsorship, just two people who like ERP a bit more than is strictly healthy.

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A small business owner posted on r/ERP that they'd outgrown their patchwork of spreadsheets and SaaS apps — and had heard they'd need an ERP "once they hit a certain size." They just couldn't work out where that line was. The post sat unanswered. So Pete, Nirav and Emily took the question on.

No top fives, no checklists this week — just a straight conversation about what actually pushes a growing business onto an ERP, what holds it back, and whether the leap is as scary as it sounds.

In this episode:

• Why the first real signal is frustration, not revenue — and how owner burnout quietly turns into business risk
• Why hiring another body rarely fixes a broken process (it just moves the burnout around)
• The silo trap: how sensible point-solution decisions — Shopify, ShipStation, QuickBooks, Fishbowl, a bit of Google Docs — stop adding up
• Putting a number on the pain: the value-justification time study and cost per transaction
• Treating a modern ERP like a 24/7 worker with its own hourly rate
• When you're not ready for an ERP — and the one question to ask any VAR before you sign
• Why 80% of spreadsheets carry errors, and what that does to your weekly numbers

The line that summed it all up: you don't grow into an ERP, you stop growing without one.

Related episodes:

• S04E13 — How to Choose an ERP: Where Do You Even Start?
• S2E04 — When Do You Need an ERP System? 5 Signs You've Outgrown Spreadsheets
• S3E06 — How to Build the Perfect ERP Implementation Team

The ABCs of ERP & Beyond is hosted by Peter Nicholson, Nirav Shah, and Emily Browning. New episodes every two weeks on Spotify, Apple Podcasts, YouTube and everywhere else you catch your podcasts.

Got a question like the one that sparked this episode? Drop us a comment or message — we read them, and they make for good episodes.

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Choosing the wrong ERP is one of the most expensive mistakes a business can make — and it rarely happens because the software was bad. It happens because the company never worked out what it actually needed before it fell for a slick demo. The tech demo always works. That's the entire point of the tech demo.

In this episode Pete, Emily, and Nirav walk through how to choose an ERP properly, from both sides: the inward look at your own business, and the outward look at the market. It's the first time the show has tackled the selection question head-on — and the short version is that almost all the work happens before you ever email a vendor.

What we cover:

• Why "it's old" and "it's expensive" are symptoms, not reasons — and the real question to ask: what can't you do today that's costing you money?
• Why fit beats age every time (a 15-year-old system that still fits the business is not a problem)
• The "do nothing" option — and why a lot of what you want from a new ERP, you can do without one
• Know who you are: revenue, users, sites, countries, industry, compliance — the facts that quietly shrink your shortlist
• Why you choose on fit first and cost second (ROI shows up in years three to six, not year one)
• Why "know your processes" is the most important step — and the test that proves whether you actually do
• Ask why you do something, not what you do — and let your project manager be the internal consultant
• Non-negotiables vs preferences in disguise — and the one-line test that separates them
• Where to start the market research: G2, Compare Software, Info-Tech, industry associations, Reddit, and yes, AI
• How to handle demos: every demo works, so your job is to break it — on your data, with your hardest questions
• Why the implementation partner matters as much as the ERP, and the red flags that should make you walk

If you're about to be handed the "which ERP should we get?" question — or you're the one handing it over — start here. Done properly, choosing an ERP takes four to eight months. This episode is how you spend that time well.

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Every ERP project starts with someone saying "we need to do something about our systems". The two real options on the table are usually upgrade or migrate — and most teams treat them as if they're the same kind of project at different scales. They aren't. They're different operating models, with different costs, different risks, and different reasons to choose them.

This is the first episode in our mini-series on the upgrade vs migrate question. Pete, Emily, and Nirav lay out the framing — what actually makes a project an upgrade versus a migration, why vendors keep mis-labelling one as the other, and how to do the cost comparison properly so you don't pick the wrong path on day one.

What we cover:

• Where the "we need to do something" conversation actually comes from — and why the trigger shapes the answer
• Why "do nothing" is also a decision (and the boiling frog problem that hides its cost)
• The real definition of an upgrade versus a migration — and the test that tells you which one you're actually doing
• Why most "upgrades" are migrations in disguise, especially anything with the word "cloud" bolted onto an existing product
• How to do the cost comparison properly — sticker price versus total cost of ownership versus the cost of doing nothing
• Why migration is sometimes the cheaper option, even though it never looks that way on the quote
• The hidden cost nobody puts on the spreadsheet — internal preparation

If you've been handed the "should we upgrade or migrate?" question — or you're about to be — this is the framing episode to start with. The rest of the mini-series will go deeper on each piece.

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Six-month ERP implementations get a bad name because most "six-month" projects are really twelve-month projects with a six-month deadline glued onto the front. The software is rarely the problem. The problem is everything around it — decisions, data, scope creep, and the unwillingness to go standard.

In this episode, Pete, Emily, and Nirav walk through the five conditions that have to be true for a six-month ERP implementation to actually finish in six months.

What we cover:

• Why a reliable internal team that can make decisions quickly is the difference between six and twelve months
• How to spot whether your business is actually simple enough for a fast implementation — and what kills it (integrations, special pricing rules, custom reports)
• The case for going standard with a clear MVP, and why customisation tolerance should be near zero
• What to look for in a VAR who will challenge you instead of just nodding along
• How to know if you've picked the right ERP for the timeline you want

If you've been handed a six-month deadline and you're trying to work out whether it's achievable or whether someone's set you up to fail, this one's for you.

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Acumatica 2026 R1 is live — 460 pages of release notes, and we've read them so you don't have to. Pete, Nirav, and Emily walk through what actually stood out, what's genuinely useful, and why this particular release deserves your attention sooner rather than later.

In this episode, we cover:

• Acumatica Payments on Shopify — how closing the refund and B2B payment gap between your storefront and ERP simplifies reconciliation
• The redesigned customer portal — what it looks like now, why it actually resembles an e-commerce experience, and whether B2B customers will use it
• InsightXL — Acumatica's new Excel add-in with a live connection to ARM, and what it means for Velixo
• The AI assistant and AI Studio — why Acumatica's approach is ahead of Dynamics Copilot, and the data governance question nobody's answering yet
• GI enhancements, GL anomaly detection, and the classic UI sunset — the things that aren't flashy but will affect your day-to-day

Acumatica 2026 R1 Official Release Notes here: https://community.acumatica.com/supported-releases-67/acumatica-2026-r1-downloads-and-release-notes-34865

Oh, and Emily Browning is now officially our third permanent co-host. Commiserations to her.

If you're on Acumatica or evaluating it, this is the release review episode to listen to.

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Most businesses have an inventory problem. The question is how big. In this episode, we're joined by Ben Hussey, Co-CEO of Katana Cloud Inventory, to talk about why so many growing businesses struggle with inventory visibility — and what they can do about it.

Ben shares how Katana was founded after its creator realised he had no real-time view of demand and supply across his own manufacturing business, and why the rise of multi-channel e-commerce has made the problem exponentially harder. When orders are flowing in from Shopify, Amazon, and distribution channels simultaneously, Excel and traditional ERP systems simply can't keep up.

We dig into the practical side: how to assess whether you have an inventory problem (start with a single SKU and audit it end-to-end), who needs to be involved in that conversation, and how to quantify the cost of doing nothing. Ben shares a story of a customer who discovered $120,000 worth of inventory they didn't know they had — simply by gaining a single view of their stock.

The conversation moves into change management — arguably the biggest barrier to success. Ben explains Katana's "strangulation technique" for phased adoption and why the most common trigger for falling back to old ways isn't resistance to new tools, but staff turnover when new hires aren't trained on the systems already in place.

We also cover how macroeconomic forces — tariffs, the Middle East conflict, supply chain disruption — are reshaping how businesses approach planning, costing methods (moving average vs FIFO vs LIFO), and supplier diversification. Textile and apparel companies increased inventory purchases by 50% overnight following recent geopolitical events. The question is whether the rest of the market has caught up.

Finally, we get into AI. Ben talks about where it's already useful (data analysis, workflow mapping), where it's arriving whether you like it or not (agentic commerce on Shopify, launching end of month), and why your product data accuracy is about to matter a lot more than your website copy.

**Guest:** Ben Hussey, Co-CEO of Katana Cloud Inventory — katanamrp.com

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There comes a point in every e-commerce business where the patchwork of Shopify, spreadsheets, ShipStation, and QuickBooks stops working. Orders are flowing in, but nobody has a single view of what's happening — and you're managing three screens just to fulfil one order.

In this episode, Peter and Nirav break down the five essential steps every e-commerce business should take before integrating with an ERP system. From cleaning up your product data to choosing the right connector (and why they're not all created equal), this is the groundwork that sets you up for success — or sets you back ten steps if you skip it.

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You selected the right ERP. You signed the deal. Everyone's buzzing. So why does it start going wrong three months in?

This week, Pete and Nirav welcome Emily Browning back to the show to tackle one of the most underrated topics in ERP: project management. Not the software. Not the consultants. The actual discipline of running the project well.

Together, the three of them walk through five areas that determine whether your ERP project finishes strong or fizzles out:

1. Structure – assembling the right team, defining roles, setting governance before a single workshop happens
2. Project planning – building a realistic plan, using it as your single source of truth, and dealing with scope creep
3. Visibility – making the project status visible to everyone, not just the PM
4. Keeping momentum – handling decision fatigue, mid-project slumps, and knowing when (and when not) to call a timeout
5. Change management – the people side that most projects underestimate and many never recover from

If you're about to start an ERP project, in the middle of one, or wondering why the last one didn't land — this episode is packed with practical, experience-based advice you can use immediately.

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Why does your team forget everything they learned in ERP training?

You invested serious time and money. Everyone attended. And three months after go-live, half the team is still confused, making errors, and asking the same questions.

The problem isn't your people — it's how the training was structured. The timing's off, the focus is wrong, and nobody's set up to retain what they've learned.

In this episode, Pete and Nirav share 5 practical tips (plus a bonus) that can fundamentally change whether your ERP training sticks or fades. Whether you're about to go live or already in the weeds, this one's for you.

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Parallel running sounds like a safety net. In reality, it's one of the most common and most expensive mistakes in ERP implementation.

In this episode, Pete and Nirav are joined by Emily Browning — an IT leader in manufacturing — to break down exactly why running your old system alongside your new ERP almost always backfires.

We talk through:

• Why data duplication quickly becomes data chaos — and you lose your single source of truth
• The real impact on your teams when you ask them to do everything twice during go-live 
• What "just in case" actually signals to the rest of the business 
• Why phased or staggered go-lives rarely work for fully integrated ERP systems 
• How keeping the old system alive delays ROI and muddies the business case
• Practical tactics for driving adoption — from post-go-live training to accountability dashboards

If you're approaching go-live and leadership is asking about parallel running, this episode gives you the arguments (and the confidence) to push back.

🔔 Subscribe wherever you listen — new episodes every two weeks. We're also on YouTube, TikTok, and LinkedIn.

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What happens when ERP stops being software… and starts becoming a digital replica of your entire business?

In this episode, Peter Nicholson and Nirav Shah unpack the biggest moments from Acumatica Summit 2026 — from the buzz of the new venue to the bold product announcements shaping the future of cloud ERP.

They dive into how Acumatica is embedding AI directly into business workflows, making systems smarter, more proactive, and deeply connected to real-world operations. You’ll hear about InsightXL’s live Excel integration, game-changing automation features, AI-powered document tagging, anomaly detection, and what all of this means for finance, operations, and leadership teams.

Plus, we break down:

• The vision of ERP as a real-time “digital twin” of your business
• How AI is transforming everyday transactions (without replacing people)
• Strategic partnerships and acquisitions that signal where Acumatica is headed
• Customer success stories that show the tech in action
• The future roadmap — and what you should be preparing for now

If you’re curious about how AI is reshaping ERP — and what that means for your organization — this episode is packed with insights you won’t want to miss.

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We were so impressed with the news and updates from Acumatica Summit 2026 in Seattle, we had to grab a few minutes to document our initial impressions.  Apologies in advance for Pete's slurring of words, he must've been too excited about the updates... or the free beer at the after party.

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Thinking about connecting Shopify to Business Central? Before you flip that switch, you need to know what you're getting into.

In this episode of The ABCs of ERP & Beyond, Pete and Nirav dig into the Shopify-to-Business Central integration — what it does well, where it falls short, and why your data quality matters more than any connector ever will.

What we cover: → What the native Shopify connector actually does (and doesn't do) → Why returns management is a pain point you'll hit fast → The hidden gotchas: multi-currency, sales tax, and vague error messages → When to consider alternatives like Celigo → Why clean data is your best integration strategy — full stop

If you're an e-commerce business running on Shopify and evaluating Business Central, or you're mid-implementation and wondering why things aren't syncing the way you expected, this episode is for you.

Timestamps: 00:00 Introduction and Setup 02:26 Understanding Shopify and Business Central Integration 05:25 Exploring Connector Options 08:33 Limitations of the Native Connector 11:22 Alternative Solutions for Integration 14:09 Data Management and Preparation 17:11 Handling Errors and Quirks 20:21 The Importance of Clean Data 23:16 Final Thoughts and Best Practices

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Why does manufacturing feel so chaotic for so many businesses?

In the first episode of 2026, recorded in person back in November, we explore one of the most misunderstood areas of ERP: planning and scheduling — and why getting it wrong creates constant firefighting.

We talk through:

• Why planning and scheduling are often confused — and why that matters
• How production delays quickly turn into cash flow problems
• The limits of manual, Excel-driven, tribal-knowledge planning
• What modern ERP systems actually do differently
• How data-driven planning, capacity management, and real-time visibility restore control

If you’re stuck reacting instead of planning — or wondering why inventory, production, and cash never seem aligned — this episode breaks down what’s really happening and how modern ERP systems help bring order back.

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Didn't listen to ANY episodes but want to know what we spoke about? Listen to what we picked out as our top events, episodes, and life moments from 2025.

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This week on The ABCs of ERP & Beyond, we’re talking all things production orders and WIP (Work in Progress). If you’re in manufacturing, you know how critical it is to keep your BOMs, routings, and shop floor data accurate—and to make sure WIP is recorded properly, both financially and physically.

Whether you’re implementing a new ERP or just trying to keep production running smoothly, this episode will give you practical tips to get your WIP and production orders under control.

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In this episode of The ABCs of ERP & Beyond, Pete and Nirav break down the top five reasons ERP go-lives go off the rails, and what you can do to steer your project back on track. Whether you're preparing for your first implementation or guiding your organization through a major upgrade, this episode highlights the hidden pitfalls that most companies don’t see coming.

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After an extended break where Pete was busy getting married, we're now BACK with a look at what caught our eye in Acumatica's latest major release, 2025 R2.  Year, this does feature AI talk but this is a game changer in the ERP space so come check it out!

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Are you thinking about ERP but not sure if your business is ready? In this episode of The ABCs of ERP & Beyond, we break down the Top 5 signs you’re not ready for ERP — and more importantly, what you should do about it.

👉 Topics covered:

• ERP isn’t QuickBooks (process mapping matters)
• Time dedication — why ERP slows you down before speeding you up
• Why you need an internal accounting team
• Negative inventory and why ERP won’t magically fix it
• The danger of not assigning a project manager

If any of these sound familiar, it doesn’t mean you’ll never be ready. It means you have a chance to fix the foundations so ERP becomes a growth engine instead of a roadblock.

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AI isn’t just for tech giants, it’s reshaping the manufacturing floor too. But before manufacturers jump into the hype, there’s groundwork that needs to be done. In this episode of The ABCs of ERP & Beyond, Peter Nicholson and Nirav Shah break down how manufacturers can prepare for AI adoption in practical, realistic steps.

If you’re in manufacturing and wondering “where do we even begin with AI?” — this episode is for you.

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In this episode of The ABCs of ERP & Beyond, Nirav puts Pete in the hot seat to talk about his division’s UK ERP go-live on Acumatica.

From the nerves of cutover weekend to the surprises that came during go-live week, Pete shares what actually happened when the system went live — the wins, the challenges, and the lessons learned. You’ll hear about the early concerns from users, the contingency plans that gave leadership confidence, and how expectations had to be managed across the business.

This isn’t theory — it’s a real go-live story with insights you can take into your own ERP journey.

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Starting fresh in Microsoft Dynamics 365 Business Central? It’s more than just logging in, it's navigating new environments, strange terminology, and a sea of menus. In this episode of The ABCs of ERP and Beyond, Pete and Nirav break down everything you actually need to know on Day One but won’t find in the onboarding manual.

From picking the right company environment, understanding your Role Center, using the Tell Me search tool, and personalizing your workspace, to discovering hidden fields with Page Inspection, this episode walks you through the top features and power-user shortcuts to help you hit the ground running.

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Shipping delays, missed paperwork, manual tracking... sound familiar? In this episode of The ABCs of ERP and Beyond, Pete and Nirav unpack the top 5 ways an ERP system transforms shipping departments from overwhelmed to optimized. 

Whether it's real-time tracking, automated documentation, or better carrier coordination, this episode highlights practical ERP benefits that make shipping teams faster, leaner, and stress-free. Perfect for operations leads, warehouse managers, and anyone tired of chasing freight in spreadsheets.

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🎯 Top 5 Reasons to Avoid Customizations!
In Part Two of The ABCs of ERP & Beyond, Pete and Nirav tackle the flip side of ERP decision-making: why not customizing might just be the smartest move your business can make. From smoother upgrades and lower long-term costs to better alignment with vendor best practices, we explore the strategic advantages of keeping it clean and close to standard.

💡 Whether you're mid-implementation or just starting your ERP journey, this episode is packed with practical insights to help you avoid common pitfalls and future-proof your system.

🔄 Missed Part One? Go back and hear the reasons for customizations, then come back and decide for yourself which path makes sense.

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🎭 To Customize or Not to Customize? That is the ERP question! In this episode of The ABCs of ERP & Beyond, we dive into the top 5 reasons why some businesses choose to customize their ERP systems and why others steer clear. From solving unique business challenges to long-term strategic risks, Pete and Nirav unpack what really matters when deciding whether to go custom or stick with out-of-the-box. Perfect for CFOs, IT leads, and anyone wrestling with ERP implementation decisions.

📌 Don’t forget to check out part two: Top 5 Reasons to Avoid Customizations! 🎯

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Ready to bring your Acumatica data to life? In this live demo episode of The ABCs of ERP & Beyond, we walk through the full process — from creating a Generic Inquiry (GI) in Acumatica to connecting it directly into Power BI.

🚀 Learn how to structure your GI, expose it via OData, and build a Power BI report that turns raw data into real insight — all in real time.
Ideal for analysts, admins, and anyone tired of copy-pasting into Excel.

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In this episode of The ABCs of ERP & Beyond, Pete and Nirav dive into why modern CFOs should care deeply about ERP systems — and how the right system can transform financial operations in manufacturing businesses.

We walk through five core CFO responsibilities and break down how ERP makes each one faster, smarter, and more reliable:

✅ Budgeting (without the Excel chaos)
✅ Financial reporting that’s real-time and audit-ready
✅ Capex and asset management with clear ROI
✅ Strategic planning powered by consolidated data
✅ Built-in internal controls that reduce risk

Whether you’re a CFO, finance director, or just want to understand the real value of ERP beyond operations, this one’s for you.

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It’s an ERP smackdown! In this episode of The ABCs of ERP & Beyond, Pete and Nirav go head-to-head on Business Central vs. Acumatica—two major players in the mid-market ERP world. We break down how they stack up in five key areas

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Ready to hit the ground running with Business Central? In this episode, Pete and Nirav break down the exact 10 steps to go from zero to ERP hero. Whether you're migrating from another system or starting fresh, we’ve got you covered — from licenses and location setup to posting groups and Power BI. Bonus: you’ll be placing your first sales order by the end of this episode. 

Let’s make your Business Central setup smoother than your morning coffee. ☕

Find out how to grab a free 30 day trial here: https://learn.microsoft.com/en-gb/dynamics365/business-central/trial-signup

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The Trump-era tariffs continue to impact global trade, and businesses need to navigate them efficiently. In this video, we break down what these tariffs mean, how they affect your costs, and—most importantly—how to manage them effectively in Microsoft Business Central.

Learn how to:
✅ Track and apply tariffs in BC
✅ Ensure compliance with import duties
✅ Minimize financial surprises in your supply chain

Don't let tariffs disrupt your business—watch now and stay ahead of the game!
#ERPTips  #BusinessProcesses #BusinessCentral #TrumpTariffs

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The Trump-era tariffs continue to impact global trade, and businesses need to navigate them efficiently. In this video, we break down what these tariffs mean, how they affect your costs, and—most importantly—how to manage them effectively in Acumatica.

Learn how to:
✅ Track and apply tariffs in Acumatica
✅ Ensure compliance with import duties
✅ Minimize financial surprises in your supply chain

Don't let tariffs disrupt your business—watch now and stay ahead of the game!

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Implementing ERP software is a massive undertaking, and the right project team can make or break the process. In this episode of The ABCs of ERP and Beyond, Pete and Nirav break down what it takes to assemble a winning team for a smooth and successful ERP implementation.

💡 Key takeaways:
✅ The essential roles every ERP project team needs
✅ How to balance business and IT expertise
✅ Common pitfalls that derail projects—and how to avoid them
✅ Tips for keeping stakeholders engaged and aligned

Whether you're just starting your ERP journey or in the middle of an implementation, this episode will give you actionable insights to build a strong, effective project team.

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Struggling with manual payment processes outside your ERP? If your team is manually adding e-commerce payments, dealing with delayed collections, or lacking a seamless way for customers to pay invoices, it’s time to rethink your credit card processing strategy.

In this episode of ABCs of ERP and Beyond, we explore how integrating credit card processing into your ERP enhances efficiency, improves accuracy, and boosts customer satisfaction. We cover:

✅ The role of payments, AR collections, and ERP integration
✅ Pros & cons of credit card processing in ERP
✅ When to consider integration based on order volume, business type, and payment cycles
✅ Key challenges, like handling processing fees and switching payment providers
✅ Leading providers like Nuvei, ChargeLogic, EBizCharge, and more

If you’re evaluating credit card processing for your ERP, don’t miss this essential guide!

🎧 Listen now and subscribe for more ERP insights.
💬 Have questions? Drop them in the comments!

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Acumatica Summit 2025 delivered some big surprises, powerful updates, and key insights that could shape the future of ERP. In this episode of The ABCs of ERP & Beyond, we break down the most important announcements, discuss what they mean for businesses, and share our biggest takeaways from the event.

💡 What’s Inside:
✅ Must-know product updates & new features
✅ Surprising moments & major trends
✅ How these changes impact ERP users
✅ Our expert analysis & predictions

Don’t miss this exclusive recap—watch now to stay ahead of the game!

🔔 Subscribe for more ERP insights & expert takes!

#AcumaticaSummit #ERP #TechUpdates #TheABCsOfERP

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Ever wondered how different ERP systems handle mobile scanning? 🤔 In this final part of our mini-series, we put Business Central to the test and the results were quite unexpected! We often see similarities between Business Central and Acumatica, but in mobile scanning, the differences are stark. Tune in to find out how these systems compare. 

#ERP #MobileScanning #BusinessCentral

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In the second part of our three part miniseries, Nirav takes us through Acumatica mobile scanning features.  From receiving an online order from your Shopify store, all the way through to warehouse picking, packing, shipping.  We see the power of a modern ERP and the way it brings multiple business process flows seamlessly together.

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Welcome back to the third season of our podcast all about ERP and how it can enable growth for your business and optimise processes.  To kick off 2025, we're taking a look at mobile scanning technology - the benefits, what the options are, and how to start thinking about the implementation of the technology.

Don't forget to subscribe to ou podcast wherever you're listening to us from, and go check us out on YouTube as we'll be showcasing mobile tech demos in Acumatica and Microsoft Business Central.

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This week, we look at our favorite highlights of our second year of The ABCs of ERP & Beyond! We discuss the most important topics, our favorite memories, and what we are excited for in ERP for 2025 and our podcast.

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In this episode, Nirav updates us with the biggest news updates he saw at Directions EMEA 2024 held in Vienna, Austria. Hot off the press!

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This week, we're in sunny downtown Chicago for this special FIRST EVER in person episode of The ABCs of ERP & Beyond.  This week, we're in Millennium Park to discuss what benefits there are for executives.

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This week, we pick out our favorite features from Acumatica's latest release - 2024 R2. 

You can find out more about the release here: https://en-gb.acumatica.com/cloud-erp-software/acumatica-release-news/acumatica-2024-r2/

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In this week's episode, we discuss what you should be aware of and what to consider when moving from Microsoft NAV to Acumatica.  This time, these two ERPs are products by different companies.  Whilst there are some similarities, there are some important aspects that need consideration when looking to move from one to the other. Join us as we discuss our top items to know.

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This week we discuss our top 5 reasons why managed services are so powerful for transforming your business by releasing your teams to manage admin in-house.

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In this week's episode, we discuss what you should be aware of and what to consider when moving from Microsoft NAV to BC.  Whilst both ERPs are products of Microsoft, there are some key considerations that will help your migration.

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This is part two of a two part series. 

Buckle up for this episode of The ABCs of ERP & Beyond as we drive into how ERP systems can turbocharge the operations of automotive distributors. We'll navigate through the top five benefits, including EDI capabilities that streamline supplier communication, and e-commerce connectors that shift your online sales into high gear. We'll also steer you through the advantages of predictive forecasting for better inventory planning and cash flow analysis, and show how ERP empowers your field sales reps with offline and online capabilities, ensuring they can take orders without any roadblocks. Tune in now to rev up your distribution process and accelerate your business with the power of ERP.

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Buckle up for this episode of The ABCs of ERP & Beyond as we drive into how ERP systems can turbocharge the operations of automotive distributors. We'll navigate through the top five benefits, including EDI capabilities that streamline supplier communication, and e-commerce connectors that shift your online sales into high gear. We'll also steer you through the advantages of predictive forecasting for better inventory planning and cash flow analysis, and show how ERP empowers your field sales reps with offline and online capabilities, ensuring they can take orders without any roadblocks. Tune in now to rev up your distribution process and accelerate your business with the power of ERP.

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🚀 Ready to transform your business's bottom line? Dive into the world of cutting-edge procurement strategies!

In this episode, we're unlocking the secrets of:

• Slashing costs with data-driven supplier negotiations
• Predicting supply chain hiccups before they happen
• Turbocharging your cash flow
• Saying goodbye to double orders and hello to automation

From vending machines to vendor portals, we're covering it all. Don't miss this game-changing guide to procurement mastery through ERP!

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Discover how Acumatica ERP and BigCommerce work together to streamline e-commerce operations. In this first episode of our three-part series, we'll explore importing orders, synchronizing inventory and pricing, and processing sales between the two platforms. Whether you're an Acumatica user, a BigCommerce merchant, or curious about optimizing online business processes, tune in for insights on enhancing efficiency and user experience in the world of integrated e-commerce and ERP.

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In this episode of The ABCs of ERP & Beyond, we explore the concept of "organ rejection" in ERP systems. Discover why organizations resist new ERPs and learn how to spot and overcome key challenges like user resistance and soaring costs. Join us and expert Niav for essential insights into making your ERP implementation a success.

Reach out to us!
Nirav Shah - nirav.shah@adcirruserp.com
Peter Nicholson - info@petenicholson.co.uk

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Join us in this episode of The ABCs of ERP & Beyond as we dive into the crucial process of selecting the right ERP vendor for your organization's success. From understanding industry specialization to evaluating support infrastructure and pricing models, we break down the essential questions you need to ask during the vendor selection process.

Reach out to us!
Nirav Shah - nirav.shah@adcirruserp.com
Peter Nicholson - info@petenicholson.co.uk

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In this episode of The ABCs of ERP & Beyond, Pete and Nirav are joined by Kris Harrington, CEO of GenAlpha Technologies and advocate of manufacturing digital transformation. Kris brings her extensive experience in sales and aftermarket services to the discussion, along with her unique perspective as a farmer and community contributor.

Kris shares her insights on e-commerce strategies for B2B companies, emphasizing the importance of online presence regardless of industry. From challenges faced by B2B organizations to the role of e-commerce in overcoming them, Kris offers valuable advice on the evolving landscape of B2B e-commerce and the opportunities it presents for growth and efficiency. Kris discusses topics such as organizational readiness, common barriers to implementation, and practical advice for organizations yet to embark on the e-commerce journey.

You can reach Kris at:
www.genalpha.com
LinkedIn: https://www.linkedin.com/in/kristinaharrington/

Reach out to us:
Nirav Shah - nirav.shah@adcirruserp.com
Peter Nicholson - info@petenicholson.co.uk

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Welcome to another episode of The ABCs of ERP & Beyond. Today, we'll be diving into the top 5 benefits of using Copilot in Business Central. From increasing productivity to automating tasks in finance and marketing, and even potential for integration in other business cases, we'll explore how Copilot can revolutionize the way you do business. So, tune in as we unravel the myriad benefits of this powerful tool.

Link to Stefano’s blog post about Copilot for Finance:

https://demiliani.com/2024/03/01/copilot-for-finance-and-dynamics-365-business-central/

Dmitry Katson BC AI app:

https://katson.com/apps/centralq-chat/

Reach out to us!
Nirav Shah - nirav.shah@adcirruserp.com
Peter Nicholson - info@petenicholson.co.uk

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This week on the podcast, Nirav presents for us his presentation given at Directions North America.  This presentation is titled "Lessons Learned From Our D365 Sales to Business Central Integration"

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Nirav Shah - nirav.shah@adcirruserp.com
Peter Nicholson - info@petenicholson.co.uk

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In the latest episode of "The ABCs of ERP & Beyond," we delve into the  debate between On-Premises versus Software as a Service (SaaS) solutions. As technology evolves, so do the considerations for businesses seeking efficient, secure, and cost-effective ERP systems.

Recent statistics paint a compelling picture: over half of IT decision-makers prioritize cloud-based ERP, signaling a shift towards SaaS solutions. Join us as we navigate the intricacies of On-Premises versus SaaS ERP solutions, providing insights to help businesses make informed decisions in an ever-evolving technological landscape.

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#ERPTips  #BusinessProcesses #ERP #BusinessCentral #Acumatica #AdCirrusERP

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Peter Nicholson - info@petenicholson.co.uk 

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Dive into how ERP systems are changing the game for sales managers! Forget juggling spreadsheets, CRMs, and endless emails. This talk is all about giving you the lowdown on how ERP brings everything into one place – from customer sales history, delivery stats, to what's in stock.

This means you can plan better, avoid stock issues, and keep the sales engine running smoothly.

If you're tired of the old spreadsheet shuffle and want a peek at how ERP systems can seriously up your sales game, this is for you. Let's make sales magic happen with ERP!

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In today’s episode, we’re zoning in on an aspect of financial management within ERP systems, the tracking of Cost of Goods Sold. Accurate COGS calculation is fundamental for any business to understand it’s profit and operational efficiency.

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This week, we bring in season 2 with going back to basics and discussing what signs you should look out for that might be telling you that you need an ERP.  In part 2, we discuss the struggles to gain buy in and some tactics to deploy to ensure good buy-in and ultimately a successful ERP project that involves the whole company. It's a crucial phase because, as we know, introducing a major change like an ERP system can be met with resistance and skepticism. Be sure to like and subscribe so you don't miss out on future episodes of The ABCs of ERP & Beyond.  We release a new episode every two weeks.

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Peter Nicholson - info@petenicholson.co.uk

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This week, we bring in season 2 with going back to basics and discussing what signs you should look out for that might be telling you that you need an ERP.  We discuss topics like business growth, inability to audit well, data governance, productivity gains from having a unified system, and so much more.  This is part one of a two part discussion so be sure to like and subscribe so you don't miss out on part two and future episodes of The ABCs of ERP & Beyond.  We release a new episode every two weeks.

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Welcome to part 3 of a 3 part series where Nirav & Peter discuss the benefits of running manufacturing processes through an ERP.  This is an episode which is a demo of Acumatica and how Production orders work through the system.  Don't forget to check out the first two parts of this miniseries if you've missed them!

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Nirav Shah - nirav.shah@adcirruserp.com
Peter Nicholson - info@petenicholson.co.uk

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Welcome to part 2 of a 3 part series where Nirav & Peter discuss the benefits of running manufacturing processes through an ERP.  This is an episode which is a demo of Business Central and how Production orders work through the system.  Don't miss part 3 where we take a look at how Acumatica's production works!

Reach out to us!
Nirav Shah - nirav.shah@adcirruserp.com
Peter Nicholson - info@petenicholson.co.uk

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Welcome to part 1 of a 3 part series where Nirav & Peter discuss the benefits of running manufacturing processes through an ERP.  This is an introductory episode which will be followed with a Business Central demo in part 2 and an Accumatica demo in part 3.  Stay tuned!

Reach out to us!
Nirav Shah - nirav.shah@adcirruserp.com
Peter Nicholson - info@petenicholson.co.uk

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For our final episode of the year, Nirav and I lookback at our favourite episodes of 2023, the bloopers, and what we'd like to see in the world of ERP in 2024.

We're both so thankful for the reception we've had during the first year of launching this podcast and can't wait to carry on in 2024.

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Nirav Shah - nirav.shah@adcirruserp.com
Peter Nicholson - info@petenicholson.co.uk

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Nirav and Peter discuss the Top 5 Inventory Challenges for e-Commerce companies

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Peter Nicholson - info@petenicholson.co.uk

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Join us in the second part of a discussion Nirav and I have all about how ERP can dramatically improve inventory control within the retail ecommerce space.

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Nirav Shah - nirav.shah@adcirruserp.com
Peter Nicholson - info@petenicholson.co.uk

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Peter Nicholson - info@petenicholson.co.uk

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In this part 1 of a two part episode, Nirav and I discuss how ERP can dramatically improve inventory control within the retail ecommerce space.

Reach out to us!
Nirav Shah - nirav.shah@adcirruserp.com
Peter Nicholson - info@petenicholson.co.uk

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🎙️ NEW PODCAST EPISODE: Navigating the Complexities of ERP Data Migration - Best Practices and Common Pitfalls 🎙️

In this insightful episode of "The ABCs of ERP & Beyond," we delve into the critical, often underestimated process of Data Migration within ERP implementations. Whether you're a business leader, an IT professional, or an enthusiast in the corporate environment, understanding the intricacies of transferring essential data accurately and efficiently is crucial.

🔍 WHAT WE COVER:
✅ The pivotal role of data migration in ERP system optimization.
✅ Key strategies for planning and executing a successful data transfer.
✅ The significance of 'Data Cleaning' before the big move.
✅ Real-world consequences of common oversights and errors.
✅ Exclusive case studies revealing the good, the bad, and the transformative.

🎧 LISTEN to the full episode to get equipped with the knowledge you need to avoid common pitfalls, ensure seamless transitions, and understand why a strategic approach to data migration is non-negotiable in today's data-driven landscape.

Reach out to us!
Nirav Shah - nirav.shah@adcirruserp.com
Peter Nicholson - info@petenicholson.co.uk

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In today’s episode, we’re diving into the synergy of Microsoft BC and other Microsoft powerhouses like Outlook, Teams, and Excel.  Imagine a world where your ERP system isn’t just a siloed tool, but a central hub that collaborates effortlessly with your entire digital ecosystem. 

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This podcast is all about enterprise resource planning software and how it helps with running a business through a dedicated system.  If you’re new to the world of ERP and are looking to learn about how it can provide reliable inventory control, accurate bookkeeping, real-time data analytics, amongst other features then that’s where this podcast comes in.  We discuss things like business process best practices, ERP technology, organizational change management, and everything in between.

In this episode, we discuss the top 5 KPIs that will help your ERP implementation and measure how successful it is.  

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In this episode, Peter Nicholson and Nirav Shah discuss ERP implementation challenges and how to deal with them.  This is part 2 of a two part discussion.

Reach out to us!
Nirav Shah - nirav.shah@adcirruserp.com
Peter Nicholson - info@petenicholson.co.uk

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In this episode, Peter Nicholson and Nirav Shah discuss ERP implementation challenges and how to deal with them.  This is part 1 of a two part discussion.

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Discover why relying on Excel for inventory management is a big no-no! Join us in this episode of "The ABCs of ERP & Beyond" as we unveil the top 5 reasons to avoid tracking inventory in Excel. Learn about the limitations of Excel, including lack of real-time updates, scalability issues, and the need for expert handling. Explore the importance of automation and predictive insights for efficient inventory management. Whether you're a business owner, an ERP enthusiast, or curious about Excel's limitations, this episode is a must-watch. Find alternative approaches to optimize your operations using ERP solutions. Don't miss out - tune in now!

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This week, Nirav shows us how Acumatica works and why it's an ERP that's worth considering if you're stuck without an ERP or need something more substantial for running your business. 

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Join Nirav Shah & Peter Nicholson as they discuss how to ensure a successful 'go live' stage during your ERP implementation.  This is Part 2 of a 2 part discussion so don't forget to go listen to the previous episode if you missed it!

As discussed in this episode, if you'd like to contact Nirav Shah, you can on nirav.shah@adcirruserp.com

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Join Nirav Shah & Peter Nicholson as they discuss how to ensure a successful cutover stage during your ERP implementation.  This is Part 1 of a 2 part discussion so don't forget to subscribe so you don't miss part 2!

As discussed in this episode, if you'd like to contact Nirav Shah, you can on nirav.shah@adcirruserp.com

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In this episode, we get far too excited about the possibilities that AI will bring to ERP and businesses in general.  Join us as we discuss how we see AI being a powerful tool in the world of ERP implementation and ERP in general.

Want to feature as a guest speaker?  We'd love a third member - contact us if you'd like to be part of this.

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This episode sees Peter Nicholson & Nirav Shah discuss the kickoff meeting and share tips on how to ensure your ERP project can be successful.

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Join Peter Nicholson & Nirav Shah as they discuss some scenarios for a distributor to test for during the User Acceptance Phase of an ERP Implementation.

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In this episode, Nirav Shah and Peter Nicholson discuss how important it is to consider using a BI tool and what it can do for your business.  This is part 2 of 2.

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In this episode, Nirav Shah and Peter Nicholson discuss how important it is to consider using a BI tool and what it can do for your business.  This is part 1 of 2.

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In this episode, we discuss some pain points faced by the distribution industry and how a good ERP system can help solve these.  Join Nirav Shah and Peter Nicholson as they discuss potential solutions.

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Why should you start your business with an ERP solution instead of Quickbooks?  In this episode, we talk about the pitfalls of using QuickBooks, what you need to think about beforehand, and how ERP will almost always be the better choice in the long run.

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Welcome to the second episode of "The ABCs of ERP & Beyond”, a podcast dedicated to exploring the world of Enterprise Resource Planning (ERP) systems in business and technology. 

In today's episode, we will be discussing the benefits and considerations of having a business's ERP system in the cloud. ERP systems are critical for managing a company's core business processes, and the decision to move them to the cloud can have significant impacts on an organization. We will be exploring the advantages of cloud-based ERP, such as scalability, flexibility, and reduced IT costs, as well as potential challenges and considerations. 

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Welcome to the first episode of "The ABCs of ERPs & Beyond”, a podcast dedicated to exploring the world of Enterprise Resource Planning (ERP) systems in business and technology, business reporting, as well as leadership discussions. In this episode, we will be focusing on the top 5 do's and don'ts for implementing an ERP system in your organization.

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👋 JOIN THE CONVERSATION:
Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you!

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Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond!
#ERPTips  #BusinessProcesses