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 Turning Resistance into Readiness: Human-Centric Strategies for ERP Migration Success

ERP migration is a transformative process that promises efficiency, scalability, and data-driven decision-making. Yet, the greatest challenges often aren’t technical. Resistance to change can stall or even derail ERP migration projects, undermining ROI and organizational goals. Understanding the roots of this resistance and deploying proven strategies to address it is essential for a successful migration.

Why Resistance to ERP Migration Occurs

Resistance to ERP migration is a natural, multifaceted reaction rooted in both individual and organizational concerns. Recognizing the drivers of resistance is the first step toward building an effective change management plan.

  • Fear of Change and Job Security: Employees are often anxious about how new technology will impact their roles. Automation and process changes can trigger fears of redundancy or the need for unfamiliar skills. As highlighted by research conducted by McKinsey, up to 45% of current tasks could be automated with existing technologies, intensifying these concerns among staff.
  • Disruption of Established Routines: Legacy systems are deeply embedded in daily workflows. The prospect of learning new processes and abandoning familiar tools can be daunting, especially if the benefits of the new ERP aren’t clearly communicated.
  • Lack of Involvement and Ownership: When employees feel excluded from the decision-making and design process, they may perceive the new system as being forced upon them. This lack of agency can result in disengagement and resistance.
  • Inadequate Communication and Awareness: Poor communication breeds uncertainty. If the reasons for migration, the expected benefits, and the impact on individual roles are not transparently shared, skepticism and reluctance naturally arise.
  • Insufficient Training and Support: ERP systems are complex, and without comprehensive training, users can feel overwhelmed and frustrated. This can lead to avoidance, workarounds, or even reverting to old processes.
  • Usability and Integration Concerns: Employees may worry about the new system’s interface, its compatibility with existing tools, and whether it will actually make their jobs easier or harder.
  • Data Security and Control: Particularly in industries handling sensitive information, concerns about data security, reliability, and loss of control over systems can fuel resistance to cloud-based ERP solutions.

Understanding these sources of resistance enables organizations to proactively address them, paving the way for smoother transitions and higher adoption rates.

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Strategies to Mitigate Resistance

Effectively managing resistance is about more than just technology-it’s about people. Here are expanded, actionable strategies for overcoming resistance and ensuring a successful ERP migration:

  1. Engage and Involve Employees Early
  • Inclusion from the Start: Involve end-users in the needs assessment, vendor selection, and testing phases. This not only surfaces practical concerns early but also builds a sense of ownership and investment in the new system 9.
  • Feedback Loops: Establish channels for employees to provide input and feedback throughout the project. This engagement helps tailor the system to real-world workflows and increases buy-in.
  1. Transparent and Ongoing Communication
  • Clear Rationale: Communicate the “why” behind the migration, linking it to organizational goals such as improved efficiency, scalability, and competitiveness.
  • Regular Updates: Provide frequent project updates, address rumors, and clarify timelines and expectations. Open dialogue helps dispel fears and builds trust.
  • Two-Way Communication: Encourage questions and create forums for discussion, ensuring that concerns are heard and addressed promptly.
  1. Comprehensive Training and Support
  • Role-Based Training: Develop tailored training programs that address the specific needs of different user groups. Use hands-on workshops, e-learning modules, and job aids to cater to various learning styles.
  • Ongoing Support: Offer continuous support post-launch, including help desks, super-user programs, and refresher courses to reinforce learning and confidence.
  • Early Adopter Programs: Identify and empower change champions who can mentor peers and model positive adoption behaviors.
  1. Address Job Security and Cultural Concerns
  • Emphasize Value Creation: Highlight how the new ERP will eliminate repetitive tasks, freeing employees to focus on higher-value activities.
  • Career Development: Offer upskilling and reskilling opportunities, positioning the migration as a chance for professional growth rather than a threat.
  • Cultural Alignment: Foster a culture of adaptability and continuous improvement, where change is seen as an opportunity rather than a disruption.
  1. Phased and Strategic Rollouts
  • Pilot Programs: Begin with pilot implementations in select departments to test processes, gather feedback, and make adjustments before a full-scale rollout.
  • Iterative Improvements: Use lessons learned from pilot phases to refine training, communication, and system configuration, reducing risk and building confidence organization-wide.
  1. Leadership Advocacy and Change Champions
  • Visible Leadership: Leaders should actively participate in training, use the new system, and share success stories to demonstrate commitment.
  • Empower Middle Managers: Equip managers with the tools and information to support their teams, address concerns, and reinforce positive behaviors.
  • Recognize Success: Celebrate milestones, acknowledge early adopters, and share tangible benefits realized from the migration to maintain momentum.
  1. Robust Change Management Frameworks
  • Adopt Proven Methodologies: Implement structured change management frameworks such as Prosci’s ADKAR model, which focuses on Awareness, Desire, Knowledge, Ability, and Reinforcement 6.
  • Stakeholder Analysis: Identify primary and secondary stakeholders, assess their concerns, and tailor engagement strategies accordingly.
  • Continuous Measurement: Monitor adoption metrics, gather feedback, and adjust strategies as needed to ensure sustained engagement.
  1. Address Technical and Integration Concerns
  • Integration Planning: Map out integration points with other business-critical systems early, and communicate how these will be handled to avoid surprises.
  • User Experience: Prioritize usability in system selection and configuration. Involve end-users in interface testing to ensure the system aligns with their needs.
  • Data Security Assurance: Work closely with IT and vendors to address data security, reliability, and control concerns, especially when moving to the cloud.

The Value of an Experienced Technology Advisor

Partnering with an experienced technology advisor like Net at Work can be the difference between ERP success and failure. Here’s why:

  • Tailored Change Management: Advisors bring proven frameworks and industry best practices, ensuring that change management is embedded in every phase of the migration.
  • Risk Mitigation: Experienced partners anticipate common pitfalls-such as data migration challenges, integration issues, and user resistance-and proactively address them.
  • Training and Support: Advisors design and deliver comprehensive training programs, provide ongoing support, and help establish super-user networks for sustained adoption.
  • Objective Guidance: With deep knowledge of ERP platforms and business processes, advisors help organizations make decisions that align with both technical needs and company culture.
  • Accelerated ROI: By smoothing the human side of migration, advisors help organizations realize the benefits of their ERP investment faster and more fully.

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Customer Success: Ink Makes Its Mark with Help from Net at Work and Acumatica

Ink, a custom manufacturing company specializing in custom apparel design and manufacturing, had faced significant hurdles over the years with outdated ERP systems. These legacy systems lacked scalability, real-time data visibility, and reliable support, making it difficult for Ink to confidently manage operations and growth. As Systems Development Director Daniel Byrum explained, “If you don’t trust your data, it’s hard to make confident decisions.”

“Resistance to ERP migration is a natural, multifaceted reaction rooted in both individual and organizational concerns. Recognizing the drivers of resistance is the first step toward building an effective change management plan.”

Seeking to modernize, Ink partnered with Net at Work to implement Acumatica. The decision was driven by Acumatica’s flexibility, robust reporting, and the ability to customize dashboards and workflows to fit Ink’s unique needs. The new platform allowed Ink to automate manual tasks, streamline order management, and gain the real-time insights essential for scaling their business.n>

>Net at Work’s consultative approach was a key factor in the project’s success. The partnership was built on trust, responsiveness, and a shared commitment to innovation. Results achieved by Ink after their ERP migration include:

  • Order volume increased from 300–500 orders per month to approximately 2,500 orders per month, without a significant increase in headcount.
  • Year-over-year revenue growth of 25–30%.
  • Enhanced data visibility and reporting for data-driven decision-making.
  • Improved inventory control and streamlined order management.
  • Freed staff from repetitive manual tasks, allowing greater focus on creativity and customer service.

“Net at Work has been incredibly responsive,” Byrum says. “I can bring them a problem or an idea, and they’ll walk me through it, help us think it through, and guide us to the best solution. That kind of partnership is hard to come by.”

Key Takeaways

  • Resistance to ERP migration is natural and multifaceted, rooted in fear of change, job security concerns, disrupted routines, and lack of involvement.
  • Proactive strategies—such as early engagement, transparent communication, comprehensive training, and leadership advocacy—are essential to overcoming resistance.
  • A phased rollout, robust change management frameworks, and addressing technical concerns further smooth the transition.
  • Working with an experienced technology advisor like Net at Work ensures that both the human and technical sides of ERP migration are managed for success.

Is Your Business Ready for an ERP Migration?

Net at Work combines decades of ERP implementation experience with a people-first approach to ERP migration. Let us help you turn resistance into resilience. Contact us today to assess your readiness and build a migration strategy tailored to your team.

Five Signs Your Legacy Process Manufacturing ERP Software Is Quietly Sabotaging Your Growth (And What To Do About It)

Is your legacy ERP quietly holding your process manufacturing business back? Learn the five critical signs managers can’t afford to ignore—and how upgrading to a modern ERP fuels sustainable growth.

In today’s process manufacturing environment, marked by increasing regulatory pressures, rising consumer expectations around sustainability, and economic uncertainty, precision, speed, and adaptability are not just desirable—they’re critical. Yet many companies unknowingly allow their outdated ERP softwares to quietly sabotage their competitive advantage and impede growth.

Industry managers often assume that an ERP software is simply a tool—one that’s either functional or not. But in today’s challenging environment, especially in the chemical and food/beverage manufacturing sectors, an outdated legacy system can quietly undermine growth and slowly erode a company’s competitive edge. The reality is that your ERP software isn’t neutral: it can either empower your growth or silently sabotage it.

Here are five critical yet subtle signs that your legacy system is holding you back, why this matters more now than ever, and, most importantly, what you can do to propel your operations forward.

1. Your team is trapped in a loop of manual tasks

Manual tasks such as batch management or shelf-life tracking are a hidden drain on productivity and morale. They cause operational bottlenecks, higher error rates, and frustrated teams—conditions you can’t afford in industries characterized by thin margins and stringent regulations. Much of this work happens in Excel—an all-too-common workaround when legacy systems fall short. But spreadsheets require constant manual effort, offer no version control, and are notoriously error prone. They’re a short-term fix that becomes a long-term liability.

2. Your team is making educated guesses instead of strategic decisions

Real-time data is now an industry essential. Managers in process manufacturing need up-to-the-minute visibility across operations. Without it, critical decisions become educated guesses rather than informed strategies, costing you time, money, and competitive advantage. When you don’t have immediate access to accurate, unified data, your response to market fluctuations, quality issues, regulatory demands, and customer expectations is slow and ineffective.

3. Growth is outpacing your ERP software

Your business is expanding—but your ERP isn’t keeping pace. Whether you’re opening new facilities, launching additional product lines, or acquiring new companies, your legacy system may struggle to manage this growth effectively. The complexity of integrating new processes or handling increased transaction volumes can expose critical weaknesses in legacy systems, creating operational inefficiencies, bottlenecks, and, ultimately, dissatisfied customers.

4. Integration with new technology is a constant struggle

To stay competitive, today’s process manufacturers must quickly leverage new technologies—from advanced analytics to IoT and beyond. Yet legacy ERP systems typically struggle to integrate smoothly with new tools, leaving critical data stranded and inaccessible. If your team wastes time working around integration barriers, you lose valuable opportunities to innovate and streamline operations.

>5. Maintenance costs and downtime are draining resources

Legacy systems may seem inexpensive to maintain—especially if the initial investment is long paid off—but the hidden costs tell a different story. Maintenance still requires time and resources, and when downtime or troubleshooting becomes a recurring issue, it pulls attention away from more strategic initiatives. With resources consumed by upkeep, you limit how much you can invest in new product development, employee training, or market expansion initiatives.

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The hidden dangers of ignoring the signs

If these issues sound familiar, it’s time to recognize that the risks of sticking with an outdated ERP software go beyond immediate frustrations. If you aren’t evolving, you’re effectively moving backward. Your competitors aren’t standing still—they’re actively investing in digital infrastructure, enhancing agility, reducing operational costs, and accelerating innovation cycles. Companies sticking with legacy systems risk losing market share, missing out on new market opportunities, and becoming less attractive to potential customers and partners.

The current economic uncertainty intensifies the need to operate efficiently and strategically—exactly what legacy systems are ill-equipped to provide. Further, maintaining outdated systems hampers your ability to attract top talent. Today’s skilled workers prefer modern, user-friendly systems that enhance productivity and innovation—not cumbersome, outdated platforms that complicate their daily tasks. Ignoring these issues could cost you operational efficiency and your competitive edge in attracting and retaining the best talent in your industry.

How a modern ERP solution solves these problems

Here’s the good news: A modern ERP solution specifically designed for process manufacturing directly addresses each of these critical pain points:

1. Automates manual tasks

Modern ERPs like Sage X3 automate data entry, reconciliation, and routine workflows, significantly reducing errors and freeing your teams to focus on value-added activities.

Sage X3 is already incorporating AI strategies to automate repetitive functions like accounts payable and receivable. These tools reduce human input and accelerate processing—making everyday workflows faster, more accurate, and far less manual

2. Provides real-time, actionable insights

A modern ERP delivers real-time visibility across all your operations, giving you the precise data you need to make rapid, informed decisions. Integrated dashboards and analytics tools enable proactive responses to shifts in demand, regulatory changes, and emerging market opportunities, strengthening your competitive positioning.

3. Scales effortlessly with your growth

Solutions like Sage X3 are built with scalability, allowing you to expand operations quickly without costly and disruptive system upgrades. Modern ERP systems also support operational growth without necessarily increasing headcount. As you expand into new markets or product lines, the system can be configured to handle added complexity—without overloading your team.

4. Simplifies integration with advanced technologies

New ERP systems are designed for seamless integration with a wide variety of third-party applications and emerging technologies. By connecting your existing and future systems, you’ll reduce integration costs, improve data quality, and foster innovation—making your company agile, adaptive, and ready to embrace future advancements effortlessly.

5. Reduces ongoing maintenance and infrastructure costs

Cloud-based ERP solutions significantly reduce maintenance demands and costs associated with traditional legacy systems. By transitioning to the cloud, your IT team can redirect their efforts from basic system upkeep to strategic initiatives that drive business value, innovation, and market competitiveness.

Ready to move forward?

The choice is stark: Modernize or risk falling behind. Upgrading your ERP solution will equip your process manufacturing operation to meet the challenges of this dynamic, uncertain market head-on. With a modern ERP, your teams can thrive, your decisions will be sharper, and your business will be positioned for sustained long-term success.

Take the first step today—explore how transitioning to a modern ERP solution like Sage X3 can streamline your operations, enhance your competitive positioning, and unlock new opportunities for growth. We invite you to check out how our client, Polycoat Products, scaled operations nationally with Sage X3. Or how we helped Uniwell Laboratories boost revenues by 14% by optimizing their ERP application. Or how Baked by Melissa makes life sweeter for more of America by using Sage X3. Then, reach out to our team of process manufacturing experts to see how we may be able to help you.

Cloud vs. On-Premise ERP: How to Choose the Right Deployment Model

Choose the ERP system and implementation partner that fit your operations first, then let those requirements determine whether cloud, on-premise, or hybrid makes sense. For most mid-market businesses, that process points to cloud, but only after business fit, compliance, connectivity, and customization needs are clear.

Key Takeaways

  • The cloud-vs-on-premise question is the wrong place to start. An important deployment decision should follow your system selection and your business requirements, rather than the other way around.
  • There are three options: cloud (vendor-hosted, subscription), on-premise (you own the servers and the software), and hybrid (a mix, such as cloud financials with on-premise operations).
  • On-premise still makes sense for some businesses such as heavily regulated industries, strict data-residency rules, limited site connectivity, or deep, business-specific customization.
  • Cloud is the stronger fit for most mid-market companies: lean IT teams, predictable operating costs, multi-site and mobile users, and security and updates handled by the vendor.
  • The single biggest predictor of success isn’t where the software runs. Pick the partner before you pick the platform.

The real risk in choosing where your ERP is hosted is choosing how to deploy before you’ve figured out which system fits how your business runs, and who’s going to stand it up. With the right technology partner, cloud versus on-premise deployment becomes a straightforward technical call.

Why “cloud vs. on-premise” is the wrong first question

Deployment model is a “how.” Fit is a “what.” Start with the “what” and the “how” tends to answer itself. For example, a mid-market distributor with three warehouses, a four-person IT team, and a board asking for real-time margin reporting has, in effect, already chosen cloud; they just haven’t named it yet. A defense subcontractor bound by data-residency requirements has been pointed toward on-premise or a private environment before anyone opens a deployment brochure.

 

The three ERP deployment models

Cloud ERP runs on the vendor’s infrastructure and reaches you over the internet. You subscribe rather than buy, the vendor handles hosting, updates, and most security, and your team logs in from anywhere. Costs are predictable and operational rather than a large upfront purchase.

On-premise ERP is the traditional model: you license the software, run it on servers you own and maintain, and take responsibility for backups, patches, and security. It’s a bigger capital commitment and a heavier internal IT load in exchange for total control over the environment.

Sitting between them is hybrid, where some functions live in the cloud and others stay on-premise. It isn’t a compromise so much as a deliberate design choice for businesses whose requirements genuinely differ across departments.

When on-premise still makes sense

Cloud doesn’t win every time. On-premise is the right answer when regulation or data residency requires it. Some defense, government, and healthcare-adjacent contracts mandate that data stay within specific physical or jurisdictional boundaries that a public cloud can’t always satisfy.

It’s also the right call when connectivity is unreliable: a plant or remote site with spotty internet can’t depend on a system that lives entirely online, and local infrastructure keeps operations running when the connection doesn’t. And when customization runs deep, businesses with heavily tailored, business-specific processes sometimes find that control over the full stack matters more than the convenience of a managed platform.

When cloud is the stronger fit

For most SMBs, the requirements lean cloud.

  • The fit is strong when you have a lean IT.
  • Cloud ERP is usually best when you want predictable cost, because subscription pricing turns a large capital purchase into a steady operating expense you can plan around.
  • It fits multi-site or mobile teams, where distributed warehouses, field service techs, and remote staff all work from one live system.
  • Cloud ERP is preferable when you need better security, since vendor-managed environments bring encryption, identity management, threat monitoring, and automatic updates.
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When hybrid ERP makes sense

Many SMBs don’t land cleanly on either side. A common pattern is financials and reporting in the cloud, where real-time visibility and remote access pay off most, and with manufacturing or inventory functions kept on-premise to preserve speed and control on the shop floor.

Hybrid systems also support a phased migration, where organizations move the business to cloud one workstream at a time instead of betting everything on a single cutover.

The decision that matters most is your technology partner

Where your ERP runs is a technical detail. Your technology implementation partner makes the difference between a system that pays for itself and an expensive disappointment. A capable implementer doesn’t just install software; they map your processes, manage the change, and steer the project away from common pitfalls.

If your last ERP project went over budget, past deadline, or never fully adopted, that experience is the reason to bring in a partner with a formal recovery practice, not the reason to give up on modernizing. A failed first attempt isn’t the end of the road; it’s a problem with a named solution.

How Midway Industrial Supply chose the right fit

Midway Industrial Supply, the Mid-Atlantic region’s largest independent distributor of power transmission products and industrial supplies, was dealing with an on-premise ERP system that was nearly 30 years old and had performance issues that drained productivity. The company began its search for a modern ERP with what the business needed: better insight across the organization and a system that was easy to roll out to newly acquired entities.

Working with its long-time technology partner Net at Work, with hosting delivered through the Cloud at Work private cloud, Midway replaced its aging system with Acumatica Cloud ERP. The result was:

  • 25% efficiency gains across teams and departments
  • Automated workflows that cut staff touchpoints and sped up time to payment
  • Despite three acquisitions and three new locations, the company needed to add only one new finance employee

Cloud was the right deployment because it served Midway’s business requirements.

Map your requirements first

Before you weigh cloud against on-premise, define what your business needs the system to do and find the partner who can deliver it.

Schedule a consultation and we’ll start where the decision really begins: with your organization’s requirements.

When QuickBooks No Longer Fits: A Strategic Guide to Modern ERP Migration for Growing Businesses

QuickBooks has been the financial backbone for millions of small and medium-sized businesses, but there comes a pivotal moment when your trusted accounting software becomes a constraint rather than an enabler.

According to NetSuite’s market research, the ERP market is expected to be nearly $50 billion annually by the end of 2025, driven largely by companies recognizing that their growth demands more sophisticated business management systems.

The Growth Paradox: When Success Creates Complexity

Your business is succeeding; orders are increasing, inventory is expanding, and your team is growing. Yet somehow, managing your operations feels harder than ever. If you start thinking about managing and tracking inventory, integrating financials with an eCommerce site, or even consolidating multiple business entities in your financial reporting, it becomes obvious QuickBooks is no longer enough.

Critical Warning Signs: Is Your Business Ready for ERP?

Before considering an ERP migration, honestly assess whether you’re experiencing these growth indicators:

Operational Red Flags:

  • Multiple disconnected systems requiring manual data entry
  • Inability to track inventory in real-time across locations
  • Delayed financial reporting that hampers decision-making
  • Manual processes consuming increasing employee hours
  • Difficulty managing complex customer or vendor relationships

Strategic Limitations:

  • Lack of real-time visibility into business performance
  • Inability to scale operations without proportional staff increases
  • Challenges integrating e-commerce, CRM, or other business applications
  • Compliance requirements that exceed QuickBooks capabilities

Many growing businesses discover that QuickBooks can’t handle increased volume, and the lack of manufacturing and inventory capabilities creates significant operational inefficiencies when managing complex orders and maintaining competitive lead times.

Understanding the True Cost of Standing Still

Many business leaders focus on the upfront cost of ERP implementation, but according to Accenture’s 2024 research, cost is by far the largest variable for SMBs when choosing enterprise solutions—a factor that enterprises consistently underestimate. However, the hidden costs of maintaining inadequate systems often exceed migration expenses:

  • Lost Productivity: Employees spending hours on manual data entry and reconciliation
  • Missed Opportunities: Inability to respond quickly to market changes or customer demands
  • Compliance Risks: Inadequate audit trails and reporting capabilities
  • Scalability Limitations: Requiring additional staff for routine tasks that could be automated

McKinsey research indicates that traditional approaches to ERP modernization often fall short, with only 20% of companies capturing more than half the projected benefits from ERP systems. This statistic should give every business leader pause.

The Modern ERP Advantage: Beyond Basic Accounting

Today’s cloud ERP solutions offer capabilities that fundamentally transform how businesses operate:

True Integration: Unlike QuickBooks add-ons that create data silos, modern ERP systems provide seamless integration across all business functions. Advanced ERP platforms allow businesses to integrate order processing, inventory management, and production into a single, cohesive system.

Real-Time Intelligence: Acumatica provides full relational database export, customization using industry standard tools, and the ability to scale as you grow. This means decisions based on current data, not yesterday’s reports.

Mobile Accessibility: True mobility across all devices without special apps enables your team to access critical business information anywhere, supporting remote work and field operations.

Cloud-Native Benefits: Gartner research shows that by 2025, more than half of enterprise IT spending across relevant categories will have shifted from traditional solutions to the public cloud, driven by demands for integration capabilities, agile work processes, and composable architecture.

Navigating Implementation Challenges

While the benefits are compelling, implementation challenges are real and must be addressed proactively:

Change Management: McKinsey research shows that only 20 percent of companies manage to capture more than half the projected benefits from ERP systems. Success requires more than technology—it demands organizational change management and employee training.

Data Migration Complexity: Moving years of financial data, customer records, and operational information requires careful planning. Net at Work’s QuickBooks migration program is designed to complete your entire migration project in 60 days, but success depends on data quality and preparation.

Business Process Redesign: ERP implementation offers an opportunity to optimize processes, but this requires examining and potentially restructuring how your business operates.

Strategic Implementation Approaches

Phased Migration: Rather than attempting a complete system overhaul simultaneously, consider a modular approach. By focusing ERP upgrade efforts on the modules within the system rather than on the entire system and by understanding what matters for driving business value, CIOs can reduce dependencies, spend less, get more, cut back risk, and do it faster.

Partner Selection: Choose an implementation partner with deep industry experience and a proven track record. The right partner plays a critical role in optimizing the implementation, ensuring that your ERP system is configured to support your specific business model and operational requirements.

Business-Driven Approach: By taking a business-driven approach to ERP investments and placing them in the context of the client’s global operating model, organizations can ensure that business needs and the ERP program are aligned.

Industry-Specific Considerations

Different industries face unique challenges that influence ERP selection:

Manufacturing: Requires robust production planning, quality control, and supply chain management capabilities that extend far beyond QuickBooks’ basic inventory tracking.

Distribution: Needs advanced warehouse management, multi-location inventory tracking, and complex pricing structures.

Professional Services: Benefits from project accounting, time tracking, and resource management features.

Healthcare: Requires HIPAA compliance, specialized billing, and integration with medical systems.

ROI and Success Metrics

An enterprise platform transformation of business functions offers a unique opportunity to holistically optimize business processes in a way that will maximize the potential of a company’s technology and improve ROI. However, success must be measured beyond financial metrics:

  • Operational Efficiency: Reduced time for month-end close, faster order processing, improved inventory turnover
  • Strategic Agility:Ability to respond quickly to market changes, launch new products, or enter new markets
  • Compliance and Risk Management: Better audit trails, automated compliance reporting, reduced manual errors
  • Employee Satisfaction: Elimination of repetitive manual tasks, access to better information for decision-making

Looking Forward: Technology Trends Shaping ERP

As the adoption of factory and artisan patterns scales from a few enterprise technology domains to many, the amount of technical debt is expected to decrease significantly, while staff focused on daily maintenance can be reallocated to innovation. This trend suggests that future ERP systems will require less maintenance while enabling greater innovation.

Modern ERP systems are increasingly incorporating AI, IoT and advanced analytics to not only support but actively drive business innovation, efficiency and align companies with strategic, value-driven goals of digital transformation.

Real-World Success: Fabuwood’s ERP Transformation

Fabuwood, one of the industry’s most innovative cabinetry manufacturers, exemplifies how the right ERP migration can transform business operations. The company built its reputation on delivering high-quality, stylish cabinetry at unmatched speed, blending mass production with customization to offer dealers a vast selection of designs with tailored modifications—all without the long lead times of fully custom cabinetry.

The Challenge: Before implementing Acumatica, Fabuwood relied on multiple disconnected systems that made it difficult to scale efficiently. QuickBooks couldn’t handle the volume of thousands of orders, and the lack of manufacturing and inventory capabilities created significant operational inefficiencies. Managing custom modifications while maintaining fast lead times required a system built for scalability.

The Solution: Fabuwood partnered with Net at Work to implement Acumatica, integrating order processing, inventory management, and production into a single, cohesive system. Net at Work played a critical role in optimizing the implementation, ensuring that Acumatica was configured to support Fabuwood’s semi-custom manufacturing model.

The Results: With Acumatica’s robust forecasting capabilities, Fabuwood can now optimize purchasing and reduce excess stock while ensuring materials are available exactly when needed. The system provides real-time insights for better decision-making and keeps production on track. The company gained the real-time visibility and streamlined workflows essential for maintaining its competitive advantage in fast lead times.

“Our business depends on precision and speed,” says Shlomo Friedman, ERP Project Manager at Fabuwood. “With Acumatica, we can track orders in real-time, streamline workflows, and ensure everything moves smoothly—from the moment an order is placed to the final delivery. Net at Work has been there for us every step of the way. We’re confident that as our business evolves, we have the right technology and the right team behind us to keep pushing forward.”

Making the Decision: A Framework for Evaluation

Before moving forward with ERP migration, consider this evaluation framework:

  1. Current State Assessment: Document existing pain points, system limitations, and operational inefficiencies
  2. Future State Vision: Define your business goals for the next 3-5 years and required capabilities
  3. Total Cost Analysis: Compare the true cost of maintaining current systems versus migration investment
  4. Risk Assessment: Evaluate implementation risks versus the risk of maintaining status quo
  5. Stakeholder Alignment: Ensure leadership commitment and employee buy-in for the transformation

Your Path to Operational Excellence

The decision to migrate from QuickBooks to a modern ERP system represents more than a technology upgrade, it’s a strategic investment in your company’s future. Successful businesses consistently report that having the right technology and implementation partner provides confidence as their business evolves and grows.

Success in today’s competitive business environment requires more than just good products or services, it demands operational excellence, real-time insights, and the agility to adapt quickly to changing market conditions. While QuickBooks may have served your business well in its early stages, recognizing when it’s time to evolve is crucial for sustained growth and competitiveness.

The businesses that thrive in the coming years will be those that make strategic technology investments today, positioning themselves for scalable growth while their competitors struggle with outdated systems and manual processes.

Ready to explore your ERP options?

Contact us to schedule your complimentary Business Health Assessment. Our ERP experts will evaluate your current systems, identify optimization opportunities, and help you determine whether modern ERP technology aligns with your business goals.

Further Reading

  1. Why QuickBooks Users are Moving to Acumatica Cloud ERP – Net at Work
  2. QuickBooks to Acumatica Migration Quick Start – Net at Work
  3. Fabuwood Success Story: Out of the Box and Into Greater Efficiency
  4. The ERP Platform Play: Cheaper, Faster, Better – McKinsey
  5. Unleashing the Next Wave of Productivity in Corporate Business Functions – McKinsey
  6. Gartner: More Than Half of Enterprise IT Spending Will Shift to Cloud by 2025
  7. Enterprise Technology’s Next Chapter: Four Gen AI Shifts – McKinsey
  8. Free Business Health Assessment – Net at Work

How CRM Integration Boosts Manufacturing and Distribution Efficiency and Customer Retention

Your ERP system transformed back-office operations, but it addresses only half of your business equation. While ERP excels at post-sale management, it leaves a critical gap in managing relationships that determine customer loyalty versus defection.

In B2B manufacturing and distribution, acquiring customers through industry relationships is often straightforward. The real challenge lies in delivering exceptional customer experiences that prevent defection and maximize lifetime value. This article explores how integrating CRM with existing ERP creates a unified customer experience platform protecting your most valuable asset: customer relationships.

In this article you will learn:

  • How customer defection costs compound in manufacturing beyond immediate revenue loss
  • The specific operational gaps that fragment customer experiences in manufacturing environments
  • Why ERP systems, despite their operational strengths, cannot address modern customer experience requirements
  • Key integration strategies that transform transactional data into relationship intelligence
  • Measurable outcomes from companies that have successfully unified their customer data systems

The Customer Retention Crisis in Manufacturing

The Hidden Cost of Customer Defection

In manufacturing and distribution, losing a customer extends far beyond losing this quarter’s orders. It represents losing years of relationship investment and future revenue potential. According to the National Association of Manufacturer’s 2025 survey, only 55% of manufacturing executives maintain a positive business outlook, representing the weakest sentiment since 2020. This challenging environment makes operational efficiency and customer retention more critical than ever.

Consider these critical realities facing today’s manufacturers:

High Switching Costs Work Both Ways: While customers face expensive switching costs when changing suppliers, manufacturers face equally expensive replacement costs when losing established customers. The process of understanding customer specifications, quality requirements, and operational preferences represents significant investments that disappear with customer defection.

Relationship Dependency: B2B manufacturing relationships often span decades, making each customer exponentially more valuable over time. Unlike transactional B2B sales, manufacturing partnerships deepen through shared problem-solving, custom solutions, and operational integration. This relationship depth creates compound value that grows with tenure.

Referral Impact: One dissatisfied customer can influence multiple prospects within your industry network. Manufacturing industries are typically tight-knit communities where reputation travels quickly. A single negative experience can close doors to entire market segments through word-of-mouth influence.

Service Expectations: Today’s B2B buyers expect B2C-level service experiences, even in complex manufacturing relationships. The Amazon effect has raised expectations for immediate information access, proactive communication, and seamless problem resolution across all business interactions.

Why Customer Experience Gaps Develop

The root cause isn’t poor intentions or inadequate resources. It’s fragmented systems that prevent your team from delivering cohesive customer experiences despite best efforts.

Scenario 1: The Service Breakdown

Your customer calls with an urgent quality issue affecting their production line. Your service representative can access the complaint history and previous resolutions but cannot see the customer’s current order status, payment terms, or recent interactions with your sales team. Meanwhile, your sales representative remains unaware of the service issues when they call about the next order opportunity. The customer experiences this as poor coordination and questions whether your organization truly understands their business importance.

Scenario 2: The Proactive Opportunity Missed

Your ERP system clearly shows that a long-term customer’s order patterns have changed significantly. They’re ordering 30% less than their historical average over the past six months. This could signal budget constraints, competitive pressure, changing market conditions, or evolving business needs. Without integrated systems, this early warning signal sits invisible in your ERP database while your customer relationship slowly deteriorates. Your sales team continues operating under outdated assumptions while the customer evaluates alternatives.

Scenario 3: The Escalation Failure

A customer’s payment is delayed beyond terms, triggering automatic hold procedures in your ERP system. However, your sales team isn’t automatically notified of the credit hold, and they continue promising delivery dates that operations cannot meet. The customer experiences mixed messages and begins questioning your organization’s reliability and internal communication. What started as a simple payment timing issue escalates into a relationship-threatening credibility problem.

The True Cost of Disconnected Customer Management

Quantifying the Customer Experience Gap

Disconnected systems create measurable impacts on customer relationships across multiple dimensions:

Service Response Delays: When customer service representatives cannot immediately access complete order history, current shipping status, and previous interaction context, average response times increase dramatically. According to a recent Net at Work white paper, organizations typically achieve a 75% reduction in resolution time after implementing integrated CRM-ERP systems. This improvement directly correlates with customer satisfaction improvements.

Missed Retention Signals: Early warning indicators of customer dissatisfaction exist throughout your systems but remain invisible to customer-facing teams. Changed ordering patterns, increased service calls, payment delays, and complaint frequency often predict customer defection months in advance. Without integrated visibility, these signals go unnoticed until competitive displacement occurs.

Administrative Overhead: Net at Work’s white paper, “Simplifying CRM Adoption,” reports that customer-facing teams typically spend 12-15 hours per week switching between systems, manually transferring data, and reconciling conflicting information. This represents time that could be invested in relationship building, proactive problem-solving, and strategic account development. The opportunity cost extends beyond efficiency to relationship quality and competitive positioning.

Reactive vs. Proactive Service: McKinsey B2B Growth Research reports that “Only 29% of executives actively use CRM data for strategic decision-making, leaving critical customer insights untapped.”

Disconnected systems force organizations into reactive mode, responding to problems after customers complain rather than identifying and addressing issues proactively. This reactive posture damages customer confidence and positions your organization as a vendor rather than a strategic partner.

The Compounding Effect
These individual touchpoint failures compound over time, creating cumulative relationship damage. A customer who experiences one service breakdown might forgive the incident as an anomaly. However, when multiple departments seem uncoordinated and uninformed about their business, customers begin questioning whether your organization truly values their relationship and partnership.

 “The solution isn’t replacing your ERP investment. It’s connecting ERP capabilities with purpose-built customer relationship management tools that create a unified view of each customer relationship. This integration transforms transactional data into relationship intelligence.”

Why ERP Alone Can’t Deliver Modern Customer Experience

ERP Strengths and Limitations

Your ERP system excels at operational efficiency: managing inventory levels, processing orders accurately, tracking financial performance, and maintaining data integrity. These capabilities form the operational foundation of successful manufacturing businesses. However, ERP systems weren’t designed for relationship management or customer experience orchestration.

ERP Handles Transactions, Not Relationships: ERP systems track what customers buy, when they buy, and how much they pay. However, they don’t capture why customers buy, how satisfied they are with your service, what might cause them to switch suppliers, or what opportunities exist for relationship expansion. This transactional focus misses the relationship intelligence that drives long-term customer value.

Limited Customer Communication Tools: ERP systems typically lack the communication tracking, automated follow-up capabilities, and relationship management tools that modern customers expect. They cannot orchestrate multi-channel customer communications or maintain comprehensive interaction histories across touchpoints.

Departmental Silos: ERP data often remains within operational teams while customer-facing teams work in separate systems. This creates information gaps at critical customer touchpoints where relationship decisions are made and customer perceptions are formed.

The Integration Imperative

The solution isn’t replacing your ERP investment. It’s connecting ERP capabilities with purpose-built customer relationship management tools that create a unified view of each customer relationship. This integration transforms transactional data into relationship intelligence.

The Net at Work Creatio Advantage: Manufacturing-Focused Customer Experience

Why Generic CRM Falls Short for Manufacturers
Manufacturing customer relationships require specialized approaches that generic CRM platforms struggle to deliver effectively:

Complex Product Configurations: Manufacturing often involves custom specifications, technical requirements, and multi-component orders requiring sophisticated data management capabilities. Generic CRM platforms lack the flexibility to handle these complexities without extensive customization.

Long Relationship Lifecycles: Manufacturing relationships span years or decades, demanding different relationship management approaches than transactional B2B sales. The customer journey includes multiple phases: specification development, pilot programs, production scaling, ongoing support, and continuous improvement initiatives.

Service Integration Requirements: Manufacturing customers expect seamless coordination between sales, service, and operations teams. They need unified visibility into order status, service history, technical specifications, and relationship context across all interactions.

Net at Work Delivers Manufacturing-Grade CRM Integration

Net at Work delivers manufacturing-grade no-code CRM workflows with Sage X3 integration. Net at Work’s proven implementation methodology is managed by a team with 25 years of CRM implementation experience.

Deep ERP Integration: Our Sage X3 integration provides bidirectional data flow for orders, accounts, contacts, and service requests. Current production deployments demonstrate seamless real-time synchronization, with full workflow automation capabilities available for immediate implementation. This integration eliminates manual data entry and ensures consistent information across systems.

Manufacturing Workflow Automation: Pre-built processes for quote-to-order management, RMA handling, vendor relationship management, and service request automation eliminate the manual coordination that creates customer experience gaps. These workflows are based on manufacturing best practices and proven implementation experience.

No-Code Customization: When your business processes change or you need new automation capabilities, your team can modify workflows without requiring development resources. This ensures your CRM evolves with your customer needs and business requirements without ongoing IT dependency.

Proactive Relationship Management: Automated alerts and workflows help identify and address potential customer issues before they impact relationships. Early warning systems trigger proactive outreach when customer behavior patterns indicate risk or opportunity.

Wondering how your team can get ahead of customer defection before it starts?

When systems don’t talk to each other, critical signals get lost and relationships suffer. See how leading manufacturers are using integrated CRM to equip their sales teams with the visibility, automation, and intelligence needed to strengthen retention and drive growth.

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Frequently Asked Questions

Q: Why can’t ERP systems handle customer relationship management effectively?

A: ERP systems excel at transactional data management but lack relationship intelligence capabilities. They track what customers buy and when, but cannot capture satisfaction levels, relationship health indicators, or communication histories across touchpoints. This creates gaps in customer experience delivery despite strong operational performance.

Q: What early warning signs indicate customer relationship risk in manufacturing

A: Key indicators include declining order volumes, increased service requests, payment delays, reduced communication frequency, and changes in ordering patterns. When these signals exist across disconnected systems, they often go unnoticed until competitive displacement occurs.

Q: How do fragmented systems impact customer service response times?

A: When service representatives cannot access complete customer context immediately, they must gather information from multiple systems before responding. This increases resolution time and creates frustration for customers expecting immediate assistance with urgent issues.

Q: What makes manufacturing CRM requirements different from other industries?

A: Manufacturing involves complex product configurations, multi-year relationship lifecycles, technical specifications, and close coordination between sales, service, and operations teams. Standard CRM platforms require extensive customization to handle these manufacturing-specific requirements effectively.

Q: What should manufacturers prioritize when evaluating CRM integration options?

A: Focus on bidirectional ERP synchronization, manufacturing workflow automation, service request management, and no-code customization capabilities. The solution should handle complex product data while providing immediate access to complete customer context across all touchpoints.

Works Cited

McKinsey. (2022, February). McKinsey & Company, The new B2B growth equation. Retrieved from https://www.mckinsey.com/capabilities/growth-marketing-and-sales/our-insights/the-new-b2b-growth-equation

National Association of Manufacturers (NAM). (2025). 2025 Second Quarter Manufacturers’ Outlook. Retrieved from nam.org: https://www.mckinsey.com/capabilities/growth-marketing-and-sales/our-insights/the-new-b2b-growth-equation

Net at Work. (2025). Simplifying CRM Adoption. Retrieved from https://www.staging.netatwork.com/resource/simplifying-crm-adoption/?rt=whitepaper  

Reinventing The HVAC Professional Experience With Net At Work

Riley Sales puts pretense aside and pours its energy into being the most trusted resource for HVAC professionals throughout the greater Philadelphia area. In addition to its extensive inventory, Riley Sales offers custom fabrication services, financing options, and a regular lineup of professional training courses. The company’s reputation for superior service and technical expertise has fueled its growth and expansion into a nine-location, 75-employee, $45 million dollar success.

LEGACY ERP CLOGS PROGRESS

Brandi Coats joined Riley Sales in 2018 as its CFO. On her first day on the job, she learned that the company’s aging, on-premise ERP, Infor FACTS, was no longer serving the needs of the HVAC supplier. “My first task was finding a replacement that could support the company’s unique operations while providing the solid financial backbone every growing organization needs,” says Brandi. “We saw it as an opportunity to accelerate the company’s digital transformation, allowing us to take advantage of new technologies and the efficiencies they bring.”

The company had a long-standing relationship with technology advisor Net at Work, and Brandi looped in the firm’s consulting team to discuss the next steps. “They already understood our business model, which was tremendously helpful,” Brandi says. “Together, we looked at applications that could move us forward, and one of the applications Net at Work recommended was Acumatica. They gave us a demonstration, and we immediately knew Acumatica was our next-generation choice.”

THE DIGITAL TRANSFORMATION BEGINS

Today, nearly every one of Riley Sales’ employees uses Acumatica across departments and locations. “Acumatica has become our base of operations,” notes Brandi. “We rely on it to serve our customers and keep the company moving forward.”

Net at Work and Acumatica are core enablers in Riley Sales’ digital transformation. The company has doubled its ERP license level since they started, and are now processing about 10,000 commercial transactions a month. “We’ve moved all our technology to the cloud,” Brandi explains. “The old servers are gone, and we’ve shifted to Microsoft Azure and Office 365. As a result, we can operate much leaner and more efficiently now, even down to emailing customer invoices. Just a short time ago, we paid a service to print and mail them.”

GUIDED IMPLEMENTATION AND ADAPTABLE SOLUTIONS

From the finance and accounting side of the business, Brandi describes the ERP implementation as seamless. “We now have widespread data transparency, as data access is live through a refresh button in Excel via an ODP link. We’ve removed all paper except for pick tickets. We’ve automated 100% of our accounting functions, including invoice processing, statement generation, service charge assessments, and more. I have more time for strategic planning and analysis now because I’m not spending time on redundant, manual tasks.” For example, Brandi says it used to take her 22 days to close the books — a process that takes just five days with Acumatica.

The company has a unique pricing structure. So unique, in fact, that salespeople performed many pricing calculations manually, feeding the final price into the old ERP software. To accommodate the structure, Net at Work designed and built customizations into Acumatica, integrating special order costs with EDI. “Our sales teams were initially skeptical about the system change,” recalls Brandi. “Net at Work helped lead a successful change management initiative, making sure they listened to the salespeople’s concerns, fully understood the changes that needed to happen, and then built out the customizations, tested them, and perfected them.”

SCALABLE AND EXTENSIBLE APPLICATIONS

Immediately following the implementation, Riley Sales put Acumatica to the test. “We grew exponentially throughout the pandemic,” Brandi explains. “Our experienced team has built out a sophisticated, highly accurate procurement program, and they were prepared for the onslaught of supply chain challenges. With their expert knowledge, and Acumatica’s automated workflows and flexible structure, we kept inventory flowing to our customers and had a record year.”

Net at Work introduced Riley Sales to TRAILD, an accounts payable automation application that integrates with Acumatica, and very quickly the solution more than paid for itself.

“We were able to go live on TRAILD in just two days,” Brandi says. “Suppliers send invoices to a designated email address and TRAILD handles it from there. For the best accuracy, it performs a three-way match against the purchase order receipt quantity, cost, and item number. TRAILD attaches a copy of the invoice to the transaction so there’s no more rifling through boxes for invoices. In addition, our approvers work right inside the application making the whole workflow faster, simpler, and more accurate. As a result of the efficiencies gained, we’re saving the equivalent of one full-time employee, and redirecting personnel toward more value-generating activities.”

All nine of Riley Sales’ locations are open to over-the-counter sales, and Acumatica is the application that fuels those transactions. “Acumatica Distribution Edition with Counter Sales works well in this environment,” notes Brandi. “Most customers have an account we bill monthly, but we’re currently working with Net at Work to implement a point of sale processing solution to more effectively handle walk-in sales.”

TURNING UP THE HEAT ON TOMORROW

While continuing to honor its 50 years of history and tradition, Riley Sales has its sights set on the future. The next stop on its digital transformation journey is advancing the integration of its eCommerce platform with Acumatica. “Thanks to Net at Work’s help, our B2B portal is already up and running,” says Brandi. “Plus, we are preparing to launch a B2C site in 2024, and also join another online distributor marketplace. Not only does eCommerce free up our salespeople’s time, but it also gives Riley Sales a larger market presence. We can penetrate markets that were out of reach before.”

With its Next-Generation ERP solution and skilled technology partner, Riley Sales is prepared to take on tomorrow’s growth opportunities. “Our sweet spot is smaller HVAC contractors that may have only one or two trucks and a couple of employees,” Brandi explains. “We help our customers scale their businesses with competitive pricing, expert service, and support.

Net at Work has a similar commitment to supporting growing companies — meeting them where they’re at and helping them grow to where they want to be.”

She concludes, “Net at Work is an ideal partner for us. Their deep knowledge and ability to bring in additional business resources as necessary made this project a success. I see a real commitment to customer service and a true understanding of how to leverage technology to help businesses grow. Because we don’t have an in-house IT and run lean operations, having a Customer Experience Plan with Net at Work ensures we’re conducting updates, tracking progress points and interfacing with our Managed Service Provider and other key contacts to help prioritize and push initiatives forward. Net at Work’s knowledge base and expertise is what made our digital transformation possible.”

Turning Next-generation technology into HOJ Innovations’ Vision for the Future

Name any of the top retailers and e-tailers in any category, and they’ll likely share something in common: HOJ Innovations had a hand in designing, improving, or equipping their warehouse operations. From Overstock.com, 1-800-Contacts, and Backcountry.com, to Amazon fulfillment centers, HOJ Innovations is a recognized expert in optimizing warehouse design and equipment handling that keeps orders shipping on time, every time.

But it’s not just the household names that benefit. Indeed, HOJ Innovations has something of a soft spot for smaller startups, helping them grow into medium — and even large companies, just as it did. Founded in 1964, the company now has seven design and development facilities in Utah and Idaho, housing 200 employees and generating annual revenues in excess of $75 million.

EMBRACING NEXT-GENERATION TECHNOLOGY AT EVERY STEP

HOJ Innovations achieved this growth by embracing next-generation technologies in the development of its own products and services. So, when it came time to update its ERP application, management tackled the project just like any other. “We’d created a customized ERP built from SalesLogix CRM and an accounting system,” explains Chuck Archer, COO at HOJ. “Both applications were older and in transition, so it was time for a big move. We didn’t need to be convinced to invest in tech to improve our internal operations and workflows—we understand the value proposition.”

The company originally purchased Acumatica through another reseller. But fairly soon, the management team realized that the vendor simply wasn’t equipped to handle the project’s scope and complexity. “We’re a large, multifaceted organization, and what we wanted to accomplish is complex and requires an advanced skillset,” Chuck says. “We’re pretty tech savvy in-house, and we needed a partner that could extend that knowledge and help us make the project a success.”

Chuck learned of Net at Work through HOJ Innovations’ managed services provider. “They recommended we speak to the Net at Work team,” he says. “They have a reputation for being the best of the best. Once we met with them, we immediately recognized that Net at Work has the skillset, level of experience, and responsiveness we needed. They know what they’re doing.”

THEY HAVE TREMENDOUS SKILL AND DO A LOT OF HEAVY LIFTING

Together, Net at Work and HOJ Innovations developed a plan. They would continue the rollout of Acumatica to HOJ Innovations’ multiple corporate entities, and divide and conquer the various customizations designed to support the company’s unique workflows. As part of the project plan, Net at Work leveraged a project collaboration platform application that allows everyone to view, assign, and manage tasks, track project progress, and streamline communications.

Net at Work is an Acumatica Developer MVP, the designation awarded to firms (and individuals within those firms) who’ve made a substantial contribution to growing the developer community and ecosystem. “They have tremendous skill, and they do a lot of heavy lifting,” Chuck says.

The project proved to be a model in collaboration with development teams from both Net at Work and HOJ Innovations working on designing, executing, testing, and launching various customizations. “Net at Work served as our expert panel,” notes Chuck. “We’d explain what we were trying to do and they’d show us how to do it — or jump in and do it for us.”

ACUMATICA GIVES US A LOT TO WORK WITH

HOJ Innovations initially selected Acumatica for its robust, cloud-based platform, extensive core functionality, and ability to be customized to meet the company’s unique and varied requirements. Few ERP applications, for example, include functionality as diverse as customer relationship management (CRM), project management, and field services. “We knew we’d need to customize any ERP application, and Acumatica gives us a lot to work with,” Chuck says. “With Acumatica, we’re bringing the entire diverse operation under one roof.”

Chuck believes Acumatica is an ideal fit for HOJ Innovations. “We always look first for no-code or low-code solutions to our business needs. Because of Acumatica’s breadth of functionality, its flexibility, and its marketplace of ISV solutions, we can accomplish most of what we need without expending development resources. However, it’s great to have the ability to customize the application when and where we need it.”

IMPROVING ACCOUNTABILITY, VISIBILITY, AND EFFICIENCY

HOJ Innovations’ accounting team is taking advantage of the automated workflows, streamlined processing, and quick inquiry capabilities within Acumatica to free their time for more strategic tasks. As a result, Addison Webster, CFO at HOJ Innovations, predicts the company will enjoy a rapid return on investment in Acumatica. “We see it happening quickly. We will save on application licensing, development costs, and improved efficiencies.”

Even before all the individual entities move to the Acumatica platform, Addison sees measurable results. “Own month-end closing is twice as fast for the companies on Acumatica,” he says. “We see other efficiencies too. For example, we can continually bring in bank data and perform reconciliations throughout the month to give us a clear window into cash flow. And financial statements are complete and ready for sharing within a week of the close, giving management real-time data for decision making.”

Moving its field service management to Acumatica has dramatically sped up the company’s order-to-cash cycle. Previously, invoices were sent to customers two to three weeks following an appointment. Today, the invoices arrive in customers’ inboxes in just two to three days—or less. “Pretty much as soon as a technician marks the appointment as complete, we’re sending the invoice,” notes Addison.

Addison says Net at Work shares his organization’s approach to business transformation. “We always ask why we’re making a change, what results we expect, and how we’ll measure those results. The goal is to collect and use our business data to improve accountability, visibility, and efficiency. Net at Work operates with those same goals in mind.”

INNOVATION GOES BEYOND THE NAME

Tim Hoj, HOJ Innovation’s CEO — and chief visionary — says the company has more big initiatives in the works. “For example, we’re putting GPS trackers in our trucks that will integrate with the service module. We also plan to work with Net at Work to integrate our proprietary warehouse management system with Acumatica. Combining their development resources with our internal resources extends our capabilities and speeds our timeline to unleash new innovations.”

He concludes, “Net at Work is a good partner for HOJ Innovations because we have sophisticated business requirements and need a partner with the experience, expertise, and resources to address those requirements. We appreciate that we can shoulder up with our Net at Work team, bounce ideas around, and know we will reach a solution together.”

Raising Expectations Is All In A Day’s Work For Sonic Packaging

Product packaging has gone from simply a vessel to protect a product, to an essential marketing tool. The right packaging reinforces the brand, highlights a product’s best features, enhances safety, and helps the item stand out on a crowded store shelf. Sonic Packaging Industries understands this better than anyone — indeed their tagline is “Raising Expectations.” The innovative company designs custom packaging solutions for customers in the cosmetics, medical and dental, food and beverage, nutrition, pharmaceutical, and veterinary industries. They earn their clients’ business by thinking outside the box, creating and delivering inventive, effective, and functional product packaging as a turnkey solution.

Sonic Packaging has a unique business model. It does not manufacture products. Rather, it designs, develops, and fills the packaging for its customers ensuring that all products meet regulatory and customer quality requirements at all times. In short, Sonic Packaging requires all the capabilities that a high-tech process manufacturer needs —plus a whole lot more flexibility and agility mixed in.

SONIC NEEDED A NEW PACKAGE

When Harry Paulison was hired as Sonic Packaging’s new COO, he was tasked with implementing a cloud-based, Next-Generation ERP solution that the company could build its future on. “We were operating with a whole conglomeration of disconnected applications,” Paulison recalls. “We had QuickBooks for accounting, a separate CRM application supporting sales, and no production support. The company ran on spreadsheets and the vast institutional knowledge of its employees.”

The company’s management team knew it was time for change. In order to remain competitive, Sonic Packaging needed to be able to scale its operations efficiently. It needed advanced production operations capabilities and robust sales enablement tools. Plus, it needed data analysis capabilities to help it identify trends and pivot more quickly. In short, it needed some help.

BRING IN THE BEST IN THE BUSINESS

“I immediately thought of Net at Work,” Paulison says. “I’ve worked with them before, and know they are the best in the business. Solving challenges like those Sonic was facing is what they live for. So, we didn’t bother with an ERP consulting company to help us analyze ERP applications. Instead, we brought in Net at Work.”

Through Net at Work’s thorough business software selection process, Paulison and the rest of Sonic Packaging’s management team considered 12 ERP applications, narrowing the list down to four before deciding on NetSuite. “The group was unanimous in the decision to go with NetSuite,” Paulison says. “It brings together all the capabilities Sonic Packaging needs and allows for extensive configuration and customization, which is rare with cloud-based applications.”

LIVE IN SIX MONTHS

Paulison is a veteran of software implementations. He understands how it’s done and how to avoid common pitfalls. “We worked with our internal user groups to create workflow diagrams and process flows,” he says. “Then, Net at Work’s consulting team helped us tweak and revise those processes to optimize them in NetSuite.”

One of the mistakes Paulison sees companies make during software implementations is trying to exactly replicate what they were doing in the old system. Mostly, he says, because it’s hard for people to imagine a better way. “This is where Net at Work adds value. They worked with us to revise our processes in order to optimize — not duplicate — them within NetSuite.”

As a direct result of the careful pre-planning and project management, Sonic Packaging was live inside of six months. “Net at Work really kept the project focused and on track,” Paulison says. “As a result, we were fully operational from day one.”

EMPOWERING PEOPLE

Sonic Packaging is a lean enterprise with just 21 employees. Every employee uses NetSuite in their role, from sales, customer support and project management, to finance and production. With everyone on the same solution, the company is able to further elevate its service.

One early win for Sonic Packaging comes from the broad suite of capabilities in the ERP. This breadth allowed the company to give up its spreadsheets and ditch the duplicate data entry of days past. As a result, staff has more time to interact with customers, follow up on opportunities, or check in after a project is completed. “Our secret sauce is our people,” says Paulison. “So, to buy them more time to be people, not data entry robots, is priceless.”

He continues, “Overall, one of the biggest benefits of our technology platform is that it gives our people the time and capacity to deal with spikes in business. So, when we receive a large number of orders at once, for example, the workflows we’ve established scale up to keep things moving and allow our people to speak to customers, not chase paper.”

ELEVATING OPERATIONS

Sonic Packaging is a company in continual motion. Shortly after its new software  implementation, it successfully passed a mandatory annual ISO audit that evaluates whether the company’s management systems are in compliance with ISO 9001 standards and requirements. “ISO certification is a baseline accomplishment for us,” says Paulison. “Our next goals involve further optimizing our processes and workflows. We’re always looking for more opportunities to automate tasks and ensure our people have instant access to the business information they need to do their jobs and help our customers.”

To that end, the company works with Net at Work to design custom user dashboards that display real-time metrics, graphs and links to reports. It’s this ability to loop in data from all areas of the business, from customer purchase history, work order status, open purchase orders, and average order value, that allows Sonic Packaging’s management and staff to keep their fingers on the pulse of business activity from a single location.

OPTIMIZING WORKFLOWS

Sonic Packaging’s unique business model meant that new, customized fields, forms, and workflows were needed. Here again, the Net at Work team worked closely with management and staff to design and deploy elegant, functional solutions. “One example of this is the workflow surrounding order approvals,” explains Paulison. “Some of our customers’ products are subject to FDA approval, and that requires additional layers of quality control on our part. Net at Work helped us design a custom workflow that detects these types of orders and routes the approvals accordingly. It’s a seemingly simple step that goes a long way to improving accuracy and control.”

Other enhancements to the system include custom forms to collect product specification datasheets, which are automatically included when purchase orders are generated, providing the detailed information required during the manufacturing process.

Next up is an EDI platform to speed and automate order and invoice handling — Net at Work is already at work on this initiative. “We continue to push the system to do more,” says Paulison. “The good news is there’s near infinite capability. We won’t outgrow NetSuite no matter how fast or how large we grow.”

VESTED IN SUCCESS

In Net at Work, Sonic Packaging has found a partner fully vested in its success, and one with the resources to continue to support and enhance the company’s business operation.

“Net at Work is an integral part of our technology strategy. They work closely with us to further optimize our operations,” Paulison concludes. “Sometimes they’ll suggest a third-party application that can tackle a task, or they’ll design a new report for us that addresses a particular challenge. We used to have ‘islands of technology’ with data stranded on those islands. With Net at Work’s help, we’ve connected the islands and built bridges for data sharing and collaboration that help us continue to improve and grow.”

Employment Research Group Elevates Best Practices and Frees Resources for Its Mission

A VISION FOR THE FUTURE

During the Great Depression, William Erastus Upjohn, founder of The Upjohn Company (now part of Pfizer) embarked on a grand experiment. He provided land for displaced workers in the community so they could plant a garden or work on the company’s farm co-op. His passion for the initiative was evidenced by the establishment of a generous endowment and a few years later the W.E. Upjohn Institute for Employment Research was founded. Today, the Upjohn Institute carries on the work of its founder, funding extensive research on topics surrounding employment — and unemployment — from its offices in Kalamazoo, Michigan.

The Upjohn Institute puts its research findings to work as it also manages the Michigan Works! Southwest, a four-county organization that prepares a qualified workforce to meet the current and emerging needs of business and industry. It’s a busy organization with complex and varied funding sources, projects, and locations. To keep everything — and everyone — working efficiently, the Upjohn Institute engaged the professional services team at Net at Work to help it migrate from Abila MIP, a legacy accounting software, to the Association of International Certified Professional Accountants
(AICPA)-endorsed Sage Intacct.

FINANCIAL SOFTWARE BUILT FOR MODERN NOT-FOR-PROFITS

When Kathy Breyfogle joined the Institute as CFO, she was charged with moving the organization off its 20-year-old server-based application and on to a modern, cloud-based financial management solution.

“I was hired as part of an effort to help the organization modernize our financial operations, implement process improvements, and expand our department’s reach and strategic impact,” she says. “To do that, we all recognized we needed better data from our accounting system.”

Kathy says she quickly zeroed in on Sage Intacct as the organization’s Next Generation financial management solution.

“Our go-to technology advisor, Net at Work, also helped us review Blackbaud Financial Edge and an updated version of MIP, but without exception, every member of our team selected Sage Intacct as the winner.” She continues, “Sage Intacct has a more professional, consistent user interface, and the fact that it’s the only solution to be endorsed by the AICPA impressed us and gave our auditor’s confidence.”

The decision to migrate to the cloud coincided with the start of the pandemic. The sudden closure of its offices highlighted the shortcomings of the Institute’s server-based application. “Initially, we couldn’t access our old software remotely at all,” Kathy recalls. “Then we got a VPN set up as an interim step, but it was slow and cumbersome. It confirmed that a move to the cloud with its simplified remote access was the right decision.”

OPTIMIZED TRANSITION

Once the Upjohn Institute decided on Sage Intacct, Net at Work successfully led and guided the implementation. “They represent both Abila and Sage, and we’ve worked side by side with them for nearly 20 years, so there’s a great deal of trust between the two organizations,” Kathy says.

Net at Work’s knowledge of the Upjohn Institute’s operations both sped up and simplified the upgrade. “They know us, and they are experts in both products,” Kathy notes. “That allowed them to directly map our existing workflows into the new system and optimize those workflows simultaneously.”

With Net at Work’s help, the Upjohn Institute brought two years of transaction detail and an additional year of account balances from Abila MIP into Sage Intacct, allowing teams to be productive right from the start. “Net at Work is our single point of contact for all things technology,” Kathy says. “We use them exclusively for questions and support — we’ve never felt the need to contact Sage.”

A NEW DIMENSION TO DATA ANALYSIS

Net at Work’s consultants showed the Upjohn Institute how it could make strategic use of the dimensions feature in Sage Intacct. “We used dimensions to completely revamp our chart of accounts,” Kathy says. “Previously, we had to create a set of accounts for each location, fund, and department — but now that data is held in the dimension fields. In addition to simplifying our account structure, using dimensions provides more granular reporting into our projects and our funding — data that was exceedingly difficult to draw out before.”

As a further improvement, the Institute has set up smart rules in the software that restrict the use of certain project, fund, or account codes in specific circumstances. “We were able to create dimension rules so every entry (manual or imported) is rejected if a dimension is accidentally used that shouldn’t be associated with a specific entity,” Kathy explains. “My staff spends less time double and triple checking their work because we’re all confident that Sage Intacct is checking for us.”

The organization also configured smart events to notify Kathy whenever certain transactions occur. This is a huge plus for internal controls, and frees up my time because some of my process audit work is now automated.

PAPERLESS WORKFLOWS AND STREAMLINED AUDITS

Another win for the Upjohn Institute is the elimination of paper files and the streamlined workflows and cost savings that result.

“By necessity we’d started scanning documents during the shutdown, but we still had to store and manually route the documents around the organization,” Kathy explains. “However, Sage Intacct allows us to associate electronic attachments with any transaction or entity. It provides instant access to supporting documents which makes my accounting team look like the experts that they are — and it has allowed us to eliminate paper files and filing cabinets.”

The change is also expected to save the organization money. “Our state audit is taking place now, and we can immediately access supporting documents — and even provide the auditors with their own login to Sage Intacct so they can view and review the business. We expect to see a significant cost savings in our audits simply because they’ll be able to complete their work more quickly and with less back and forth with our teams.”

IMPROVING PROJECT COLLABORATION

The Upjohn Institute uses the Sage Intacct Projects module to track the contracts it establishes in its research division. The Institute’s accountants quickly adopted the tool, which gives them a flexible structure to manage the time, resources, and funding surrounding their projects, and share that information with colleagues. As a result, they can easily monitor key performance indicators to keep an eye on project costs and clearly see how each project is advancing.

“Previously, we relied on a combination of paper documents and spreadsheets to track contract and billing details,” says Kathy. “It didn’t allow for our teams to share and collaborate on our projects. Sage Intacct provides us with a purpose-built tool to track, manage, and share all aspects of our projects. It’s an enormous improvement.”

VISIBILITY INFORMS DECISIONS

Due to the way the Institute receives state funding, it cannot close its books until mid-month. “In the old system, that meant that our staff didn’t have their budget and funding data until the 20th of each month — too late to make any course corrections,” Kathy explains. “Now, they all have dashboards in Sage Intacct that provide current data throughout the month. With this change, our teams are able to be proactive, not reactive. They’re able to access the data they need independently and use it to make informed decisions. They’re leading from the front now, not playing catchup.”

DEMOCRATIZING DATA

The reporting flexibility Upjohn Institute has gained is a game-changer, Kathy says. “We can run financial reports that cater to our various stakeholders. For example, we’ll produce consolidated financial reports that give our executive team and me a clear picture of the health of the organization. Various board members, though, might only want to see reports on specific funds or a grouping of funds supported by the endowment. It’s that kind of flexibility that adds real value to the application.”

The accounting team uses the report scheduling feature in Sage Intacct to automatically generate a list of reports and deliver them to stakeholders. “Everyone speaks highly of the reporting capabilities,” Kathy says. “They especially love the ability to drill down into the data to uncover the source transactions and attachments, rather than search a paper file.”

100% EMPLOYEE SATISFACTION

The Institute recently conducted employee engagement and satisfaction surveys among the accounting team. The results, Kathy says, were nothing short of extraordinary. “The industry average is about 35%, but we were hopeful we’d do better than that. In fact — we received a perfect score on both engagement and satisfaction! While we can’t attribute all of that to Sage Intacct, the application deserves much of the credit. We hear from employees that they are thrilled to have the right tool to help them do their jobs. They tell us Sage Intacct helps them do a better job of helping our constituents.”

CLOUD TECHNOLOGY ELEVATES OPERATIONS

The combination of Net at Work’s technology services and Sage Intacct’s capabilities have elevated the Institute’s financial operations. The new solution provides the internal controls that not-for-profits like the Upjohn Institute require, including strong login security, role- and user-based permissions, segregation of duties, configurable approval processes, and detailed audit trails.

“We see quality improvements across all of our processes,” Kathy concludes. “The workarounds and manual tasks are gone, replaced with automated workflows and quick access to decision-making data. Our teams are better able to share data and collaborate with stakeholders throughout the Institute and beyond. Overall, we’re able to react more quickly and spend more time on activities that help grow the organization’s impact and reach.”

Chemical Manufacturing in 2026: Is Your ERP Holding You Back?

One Version of the Truth: Unifying Multi-Site Chemical Operations to Improve Margins and Reduce Risk

For chemical manufacturers, today’s operational pressures are no longer separate issues. Compliance, quality, margin pressure, and efficiency are now tightly connected, and for large or multi-site organizations, that complexity often reveals the limits of disconnected systems and legacy ERP environments.

Disruptions at one site can ripple across the network. A compliance blind spot can become an enterprise-wide risk. And when leaders are being asked to improve resilience and efficiency at the same time, legacy ERP systems often make it harder to see problems clearly, respond quickly, and improve performance consistently.

In this upcoming session, we’ll discuss:

  • Why chemical manufacturers need to address today’s pressures as a connected operational challenge
  • What greater visibility, standardization, and control look like across multi-site operations
  • How modern, AI-powered ERP systems help create a stronger foundation for agility, compliance, and performance

We’ll also explore how manufacturers are modernizing their operational backbone to reduce friction, improve decision-making, and better align plant-level execution with enterprise priorities.