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[Podcast] Why Switch ERP Systems?

Updated: Oct 1, 2019


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


Microsoft Dynamics NAV

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



Why switch enterprise resource planning (ERP) systems?

Key Links from this podcast


YouTube Transcript

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

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