Four Questions: Discover Your Need for Cloud-Based ERP

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Four Questions: Discover Your Need for Cloud-Based ERP



At SMB Suite, we offer multiple cloud-based ERP solutions that provide an all-in-one platform to effectively track all your data without the worry of maintaining disparate systems. Cloud ERP solutions from Microsoft and NetSuite provide a wealth of benefits that help your business grow and stay on track. If you answer “yes” to any of the following questions surrounding your business’s financial processes, a cloud-based ERP solution is right for you. 


Are you using piecemeal spreadsheets and applications for your financial processes?

How do you maintain your financial information? Many growing businesses tend to use piecemeal spreadsheets, applications, and other tools that require duplicated effort and manual data entry. Businesses today can streamline their financial process with a cloud-based ERP solution instead of sticking to these unreliable methods. 


Do you enter the same data into multiple systems? 

Cloud-based platforms are integrated, meaning that one system handles everything from entering an order to reporting that it’s been successfully delivered, invoicing the customer to ensuring that the invoice has been paid – all your data remains in one system.


When your data is spread across numerous platforms, the risk for error is significantly increased. Manual entry of data leads to far more errors than integrated systems. Plus, tracking down specific information in a folder of different spreadsheets is time-consuming. For businesses looking to avoid mistakes, save time and money, a cloud-based ERP solution is the obvious choice.


How do you ensure proper audit trails are produced in your accounting system? 

If someone alters data in the system (adds a figure, deletes funds, moves accounts, etc.) that action is immediately tracked. The ERP system communicates who made the change and when it occurred, providing full transparency and traceability in the event that an error or audit occurs. 


When it comes to disaster recovery, do you have a game plan if your technology solutions are destroyed? 

If all your valuable information is housed in multiple spreadsheets and systems, what happens if those systems are corrupted or destroyed? With a cloud-hosted ERP solution, your systems and data are being backed up multiple times a day. This all but eliminates the risk of loss, and if damage does occur, data restoration can be nearly instantaneous.


At SMB Suite, we take pride in significantly reducing IT problems for customers who choose us as their partner to move financial processes to the cloud. We work to build a value-added relationship with our customers, providing service pack applications and patches, virus protection, data management and application upgrades all as a part of our monthly price. By transitioning to an ERP solution with SMB Suite, you’re freeing up time for your team to focus on what’s important: growing your business.


SMB Suite is committed to growing with your company, every step of the way. Contact us today to learn how our cloud ERP solution can work for you. 

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Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.