[Podcast] Why Switch ERP Systems?

Season 1, Episode 6: Two Guys, Coffee & Business

Today we are talking about some of the top reasons organizations choose to switch enterprise resource planning (ERP) software.

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00:07

- guys coffee and business podcast I

00:12

have a buddy we're back after a quick

00:16

break the holidays - guys coffee and

00:20

business podcast yes sir yes sir it's

00:23

been a couple of weeks - yeah I'm good

00:26

I'm Todd works here with Michael

00:29

introvert old yes that's mister roll

00:32

tide today yeah my team pulled off the

00:35

victory pretty happy about that

00:38

yeah it's good - short like everybody

00:45

else says he had me always

00:56

probably it was pretty good I had a

01:00

little bit of traveling and a lot yeah

01:09

so what we talked about today my friend

01:12

yes so why do companies switched the RP

01:17

software it's easy Microsoft they pretty

01:20

much everybody say wow you know I mean

01:27

here's

01:29

I guess do probably a million reasons

01:31

depending on who the company is but you

01:34

think it is probably did what five top

01:37

reasons why companies switch yeah I

01:40

think we think the number one involves

01:44

if our two guests I would say that uh

01:47

everybody wants an integrated something

01:50

that's integrated all in one everybody

01:53

has too many different systems running

01:56

at the same time so you should something

01:58

further your financials and then

02:00

something else to keep in track of

02:02

inventory well-being in marketing and

02:10

having an existence of analytics that I

02:12

do for our prospects I can tell you the

02:16

number one pain point that they will see

02:18

relate to that is we are outgrowing or

02:23

basic software and the more

02:25

comprehensive functionality and better

02:27

reporting analytics but they're not sure

02:30

what to do next so it is awesome you

02:33

know in line with kind of what you said

02:35

they're outgrowing the five or six

02:37

systems or software's that are used

02:39

you just don't know what to do a lot of

02:43

places want more software and and why

02:46

wouldn't you do connector you'll just it

02:48

take up so much time

02:50

yeah that to it plus it just keeps

02:53

confusing but yeah nothing seems to work

02:55

out what do you want to do what else

02:58

guys yes I am I found a couple reasons

03:01

why why would you switch from maybe say

03:06

QuickBooks to done even it's 365 yes I

03:12

think sorry

03:14

I think somebody wants once you get to

03:25

that yeah the other kind becomes

03:30

corrupted then yeah so it's okay to use

03:34

it so it's just it's pretty crazy

03:38

yeah why'd you do that I don't know oh

03:42

one thing on topic we're a little old

03:45

school today with McDonald's cafe I'd

03:57

say when I got another pain point here

03:58

that uh that seems to be number two on

04:02

my list

04:04

this said earlier we need an integrated

04:08

solution to manage our entire business

04:10

that it's easy to use deploy and

04:13

maintain I'll take it over I of course

04:18

it was not the Olympics fuck hey you

04:21

know I mean that makes complete sense I

04:22

mean everybody wants something that's

04:24

easy to do with deploying maintaining

04:26

like you said quite jump back and forth

04:29

between software to confuse commands if

04:33

you forget them completely yeah

04:47

yes more more reasons with with

04:51

QuickBooks is there's a really lot of

04:53

control paper trail as well

04:56

really yeah that's other that's a

05:00

magnificent yeah not to be passive

05:03

QuickBooks it's great for you know a

05:05

small company right once you you get to

05:12

a point where you do outgrow it you need

05:16

a little bit more you know most of our

05:21

customers and prospects I guess they've

05:23

been moved from see QuickBooks to

05:28

it's basically that they just need

05:29

better inventory control it's pretty

05:50

it's pretty easy three all right number

05:55

three is let's see if we want to move to

06:00

a cloud-based solution to avoid need to

06:02

invest an IT infrastructure everybody

06:05

get a solution they can be quickly

06:07

available and it's I mean it that's a

06:11

long life devolve applause we should say

06:13

you don't have all the upfront IT cost

06:14

to buy the servers and and all that type

06:17

of thing you just host another Microsoft

06:18

Azure one backflow deal with security or

06:21

just you personally goodbye and all the

06:25

maintenance and upgrades but uh yeah I

06:38

can say they agree that for sure you

06:40

think I'm all for cloud I guess as a

06:47

millennial growing up

07:01

yeah awesome

07:37

something maybe topic for a future

07:39

discussion with which city to answer is

07:48

wonderful so you got another order

07:51

oh yeah I think gone for forever yes so

07:57

quick bugs

08:00

it doesn't really handle multiple

08:01

warehouses or multiple companies yeah

08:09

ideas man 491 365 you got the option to

08:14

have multiple companies even have

08:16

intercompany postings

08:20

I think I could be wrong I think oh my

08:30

god finally they X yeah I think that

08:34

mister since my financials used to be

08:41

it's crazy it's all starts with

08:44

businesses yeah that's number four

08:48

number four would be we need real-time

08:51

information to flow quickly across the

08:53

organization to take advantage of rapid

08:56

changing market conditions I kind of

09:00

think what books it might be pretty good

09:03

at this because they have access to love

09:04

you can access quickly acquittals on

09:07

your tablet or your phone information

09:14

yeah I mean real-time it's kind of been

09:17

a big pain point for a lot of prospects

09:21

and I everybody's talking about how they

09:26

young

09:32

I guess you're doing especially other

09:35

well my cat stance respect different for

09:37

evil market perspective let's see how

09:40

marketing team and you know somebody's

09:43

crunching all these numbers and using

09:45

power bi with your nav or whatnot and

09:47

you need to know exactly who your next

09:49

campaign gonna go out to it's not real

09:52

time during this investigation

09:54

you might send up a campaign and fool

09:55

people yeah it's one of the benefits be

09:59

full 14 year pieces lost now is support

10:08

issues a lot of that's interesting you

10:11

know a lot of older systems when they

10:12

get out the ended it's very difficult to

10:17

find somebody who's familiar with and

10:21

all the older system that is say 10

10:23

years old and where are no longers of

10:25

business yes you're staying for the

10:26

parties you can't get it fixed really

10:28

brighten easier that quickly or if you

10:30

get an error message even and you know

10:31

things like you do right what you do you

10:35

know people start making all these

10:36

modifications just fine on top of it

10:38

just yeah the create workarounds but

10:41

that's not a you're not paying for

10:42

anything that here right yours we're

10:44

going around totally bad about that - it

10:46

is if you don't use the same support

10:48

portion

10:49

and then keep making those modifications

10:51

- uh-huh then you just look to somebody

10:53

else they have absolutely no idea what's

10:56

going on you're talking a lot of money

11:01

right there yeah it's crazy

11:03

all right smaller five ahead is our

11:07

existing solution that offer enough

11:08

flexibility it doesn't integrate well

11:11

with other systems which I for dynamic

11:15

style Microsoft Dynamics that's becoming

11:17

one main focal point in every outlook

11:20

Excel you know they have all the ad

11:22

extensions from a half-smile ISPs and

11:29

not only that but by mimics 365 now

11:34

everything has I mean you got a sales

11:36

platform and financials a talent field

11:41

service you've had all these different

11:45

functionalities and different yeah

11:47

systems and now with Microsoft that he

11:50

was 365 they can all connect the

11:53

interview together

11:54

yeah so then you get to keep the same

11:56

look and feel throught everything so

11:58

right you're very familiar with already

11:59

there's both views I work

12:02

so typical Microsoft is ribbon on top he

12:07

doesn't mean it

12:07

I give you tax bar something outside if

12:09

you looking the same and integrating

12:14

well right yeah

12:16

makes everybody's life a lot easier all

12:19

right yes so yes how do we and help me

12:25

find these these symptoms of how growing

12:29

your current system interesting dat any

12:34

thoughts on that uh I would say that

12:40

well I'll tell you what if you're if

12:43

you're out in the field doing something

12:45

and you don't have access to your system

12:53

you don't have mobile access or tablet

12:56

access and it's that's that's a sign

12:59

right there

13:01

oh yeah we know this because we're old

13:04

and exist for your mobile phone or your

13:07

tablet but next you mobile phone

13:09

countless sites don't have under watch

13:14

community you know well what I did

13:22

notice is a lot of people are using

13:25

Excel more than they are using their ERP

13:28

system that's the problem

13:31

yeah sending that are bigger pain for

13:33

something you're not even using yes it

13:35

does integrate well with where you're

13:37

using this you know I read this

13:46

but said that 40 percent of a person's

13:50

work day it's lost switching through

13:57

software for one software the other so

14:00

you're 40 percent less efficient let's

14:02

say because you have to switch from this

14:04

to that and maybe copy from this to that

14:07

and in fact whether the so if you don't

14:10

have to scream you try switch back

14:12

before yeah number six I got we're

14:20

interested in cloud solutions we're not

14:22

sure what's the right fit for our

14:24

business we think that's fine if it's

14:29

got the right fit for everybody I mean I

14:35

think pretty much do anything for the

14:39

right parts as well of course I find it

14:45

very you know it's very rare that they

14:47

have can and will someone of the service

14:51

industry or this review germane family

14:54

or their native it's 365 I do think that

14:58

they're kind of doesn't have to be a

15:01

perfect fit because so if I were small

15:05

business and I came to you and I said

15:06

you know what hey we're just looking to

15:09

have something in the cloud that handles

15:11

our financials we want to be able to

15:13

access from our phone

15:15

and it maybe maybe maybe monitor our

15:19

inventory after we saw product but

15:23

that'd be more of a damn thing would you

15:25

scary towards like financials we're

15:27

small traffic maybe five people not at

15:29

all

15:29

yes that's actually kind of that brings

15:32

up a good point I how I kind of

15:36

differentiate between who's a nav fit or

15:39

by name is 365 is the user and if it's

15:43

probably under six users I would say

15:46

it's probably better fit for Dynamics

15:50

365 depending on your requirement sighs

15:54

yeah between right right but it makes

16:01

mixed complete stunts

16:02

yeah but Dynamics 365 is great for a

16:06

small company but just looking for

16:09

financials and inventory even a little

16:12

bit of like maybe fancy being smart and

16:14

picked up a little bit yeah but right

16:18

now it's pretty much that's it

16:22

right there it's like anything else it's

16:26

been seven points

16:28

why don't have a Microsoft fan you did a

16:30

pretty good working for Microsoft fan

16:32

but it makes it easier you if you if you

16:36

put QuickBooks at for me I wouldn't know

16:39

what to do at first because I don't know

16:41

what it looks like I've never used it

16:43

anything but would my name is 365 pretty

16:46

funny I still have a feeling kind of how

16:52

to get it wrong yeah I really like

16:58

Microsoft Word you're hearing it's got

17:01

the same look and feel really what we do

17:09

that's right do what we do what secret

17:16

yeah I don't know if we've really

17:19

touched by reporting issues but reports

17:25

are not easy especially but data is a

17:30

real-time oh how did you have a good

17:33

report right yeah and when they have my

17:39

name is 365 you can schedule reports oh

17:43

so I think that's always trying to add

17:46

do we even have to create it you can

17:48

just put a schedule come in the next

17:50

days right there plus a shout-out to our

17:52

last podcast which features two people

17:55

that's right so yeah Dynamics 365 -

18:00

enough

18:01

multiple people yeah which by far away

18:06

those those what competition all right

18:11

the next one that I had is this is a

18:13

pretty good we've heard of ERP solutions

18:16

but they're only for big companies and

18:19

are too complex to use expensive to use

18:28

well I mean that's I guess it depends on

18:32

your your requirements i I really don't

18:35

think that uh dynamics is any of the

18:38

dynamics products are too complicated to

18:41

use cuz I mean it doesn't have that same

18:43

office 365 for Camille yeah so that's

18:48

that's pretty right I think certain

18:50

products are probably to bidding for

18:52

service organizations but that's why

18:54

there's multiple products yeah you know

18:56

you're one person user building bicycles

19:00

on your garage a lot like Dynamics

19:04

but that Exorcist the fire crisis would

19:07

work use it so I would say that it's not

19:14

true give us a call eighty-four 75903

19:17

thousand after Tom Michael we can help

19:20

you shameless plug yeah why not

19:26

I got one more if you want to hear it

19:29

yes

19:31

alright the final one is IT systems to

19:34

take away from other investment areas

19:36

put strain on cash flow so that kind of

19:39

goes with if you're in the cloud okay

19:56

that's my servers pay ninety people to

20:00

set everything up and handling security

20:03

yatta yatta yatta so I'd say that it's

20:07

not true we cannot remove that as well

20:09

right yeah all they treated their

20:12

happiness

20:12

how does amazing yeah all right that's

20:18

all I guess I think that's about that's

20:22

all we got for today that was pretty

20:25

good a little discussion there on why

20:28

you should switch to Microsoft Dynamics

20:31

possibly if you're a good fit

20:33

is this podcast six I believe all right

20:37

past the yeah middle of our season I'm

20:42

in town works platform it was got over

20:44

the hump that's not what yeah all right

20:48

well thanks a lot everybody appreciate

20:49

it yeah thank you for stopping by and

20:51

take a look good listen yeah we'll see

20:55

you next time

#Season1