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Acumatica Manufacturing Edition Differentiators for Make-to-Order MFG

March 16, 2020 / 0 Comments / in ERP for manufacturers, Minnesota Acumatica, Texas Acumatica, Acumatica Implementation / by Nancy Phillippi

Acumatica Manufacturing Edition Demonstration for Make-to-Order Manufacturers

The Acumatica Manufacturing Edition is ideal for Make-to-Order (MTO) and Engineer-to-Order (ETO) manufacturers that rely on speed and quality. When your customer places a custom order the clock starts ticking. There are so many moving parts involved with delivering a quality product on time. It quickly gets very tricky tracking everything without the right tools and strategies in place. It's crucial to have the right information at the right time to compete and win. Successful assembly or custom build manufacturing companies rely on integrated and automated systems to keep up with growing demand. 


Making the Most of KPIs for Manufacturing

March 06, 2020 / 0 Comments / in Manufacturing ERP Software, cloud erp, KPI's, Acumatica Reviews, Acumatica Gold Certification / by Nancy Phillippi

Why are KPIs for manufacturing a priority in 2020?  

Choosing the right KPIs for manufacturing companies will depend on what's most important (e.g., zero defects, 5-star customer ratings, etc.). Intelligent use of KPIs can direct business owners to areas of potential improvement in processes or resources. Key Performance Indicators (KPIs) is a type of performance measurement used to evaluate the success of an organization's activity and the present state of the business. We find that success is is accomplished by measuring goals reached or progress made with real-time data. 


Leading Integrated Nonprofit Software Developer, Exhibits at 20NTC

March 02, 2020 / 0 Comments / in non-profit software, non-profit cloud software / by Nancy Phillippi

Update as of 3/13/20:  20NTC has been canceled for 2020.  Please continue to read on about our non-profit software solution ProNPO. 


Clients First, developer of leading integrated nonprofit software, ProNPO announces 2020 exhibit sponsorship at 20NTC, March 24-26, 2020 in Baltimore, MD.  

ProNPO is exhibiting in booth #453 at the 20NTC conference. Last year's NTC conference, 19NTC in Portland, OR, brought together more than 2,300 registrants, more than 1,470 of those registrants were first-time registrants. NTC gathers nonprofit colleagues to connect, learn, and find new ways to spark change with technology. Nonprofit Technology Enterprise Network (NTEN) hosts the annual NTC conferences. NTEN is the community for people who put technology to work in their nonprofits. NTEN offers a forum for nonprofits to network with other nonprofits to discuss tech resources, tools, and community. NTEN is an international nonprofit organization based in the United States. Founded in 2000, NTEN is primarily a community for those interested in the use of technology to support nonprofit organizations and issues. Its major activity is an annual international conference, the Nonprofit Technology Conference (NTC), for nonprofit organizations, IT staff, consultants, and technology vendors. In addition, NTEN hosts various virtual and regional events throughout the year.

Meet with the ProNPO team in booth 453 to learn about an effective tool that allows you to serve your community more efficiently by organizing your data into one single source of truth. This enterprise-wide solution stands alone or easily integrates with your existing software to provide one "single source of truth."

The ProNPO team will be demonstrating how to use the ProNPO nonprofit software to accomplish the following at 20NTC:

  • Input a donor’s information once and have it available to all your staff and volunteers
  • Easily create campaigns and events for people to join your mission – then know which volunteers are available to help!
  • Provide accurate accounting of donations and expenses to each fund
  • All this and more from one single source of truth!

Learn More about 20NTC




Contribution Management

    • Contributions can be made by credit card, check, ACH or cash
    • Designate contributions to one or more funds
    • Cash deposits are easily reconciled
    • Cash management can be done through one or more cash accounts
    • Setup and track recurring contributions
    • Statements can be produced at any time as well as annually to provide to your contributors

Leading Provider of MRO Software Sponsors PBExpo 2020

February 26, 2020 / 0 Comments / in Clients First Texas, MRO Software, MRO Software Maintenance, Repair & Overhaul, ProMRO / by Nancy Phillippi

Updated 3/13/20 - PartsBase Expo 2020 has been delayed.  New dates are not announced yet. 

Clients First, Leading Provider of Integrated MRO software, ProMRO, Announces 2020 Silver Sponsorship at Aviation Technology Innovations, PBExpo- March 18 - 19, 2020 Find US in Booth #227

The PBExpo is presented by PartsBase, it is the only interactive environment that brings the aviation, aerospace, and defense industries together to learn about cutting edge technology, digital transformation, digital marketing, and critical B2B eCommerce tools for success. PartsBase is the world's leader in internet-based part locator services. The PartsBase online community includes more than 7,500 companies and 30,000 end-users in aviation, defense, and aerospace industries


Plan, Manage and Execute Projects With Project Management Software

February 26, 2020 / 0 Comments / in Budgeting in AX, Dynamics Warehouse, Dynamics 365 for Finance and Operations, MS Dynamics AX / by Nancy Phillippi

Project management software provides 4 ways to execute projects on budget and on-time.

IT services, marketing, legal, maintenance repair overhaul, oil and gas, HVAC, job shops, engineering and construction companies have one thing in common. When it comes to project planning, speed and quality are essential to success. When your customer retains your firm for a project the clock starts ticking. There are so many moving parts involved with delivering a quality project on time and on budget. It's challenging to coordinate and track everything without the right tools and strategies in place. Successful project-based companies rely on integrated and automated systems to keep up with growing demand. Our Clients First project management software implementation team believes that every investment to run your business more efficiently is  valuable. 


All-In-One Cloud ERP Software for Project Management

February 10, 2020 / 0 Comments / in Project Accounting, Acumatica Gold Certification, Minnesota Acumatica, Texas Acumatica / by Nancy Phillippi

Clients First Customer, Power Storage Solutions, Earns Acumatica Customer of the Year 2019 Award - Software for Project Management and more 

We’re proud to announce that our client Power Storage Solutions received the Acumatica Customer of the Year 2019 at Acumatica's Summit 2020. Jon Roskill CEO of Acmuatica presented the award to Derrick Elledge, VP of Operations at Power Storage Solutions. Our Managing Director, Mike Conti represented the Clients First Business Solutions onstage with Jon Roskill. Clients First implemented Acumatica in 60 days. This is a high honor shared by our client and our team who helped make it happen. The interview with Doug Elledge and Mike Conti was in front of a live audience of 2,300, plus thousands more via live stream.


Grow Your Service Company with Project Management Accounting Software

February 04, 2020 / 0 Comments / in Project Accounting, Acumatica Gold Certification, Minnesota Acumatica, Texas Acumatica / by Nancy Phillippi

Project accounting software strategies to improve profit and customer loyalty - whitepaper and webinar recording

Does your company offer services for installed equipment, IT services, oil and gas services or similar project-based services at customer locations or remotely? If so, this blog is for you. Basic project management accounting software in a modern ERP system includes benefits that meet several unique project-based requirements. Download this whitepaper to learn 4 ways a service company increases profit using a modern project accounting system to automate critical project-based business processes.

Project Management Accounting Software


Project Accounting Software: 4 Ways to Improve Profitability

January 31, 2020 / 0 Comments / in Project Accounting, Acumatica Gold Certification, Minnesota Acumatica, Texas Acumatica / by Nancy Phillippi

If your company is an engineering, construction, managed IT services, marketing or other type of billable services you know efficient project accounting is essential to maintaining profitability.  Integrated systems are key to successfully plan, manage and execute projects on ti-+me and on budget. There are 4 key ways an integrated project accounting software ensures that projects maintain profitability when set-up properly.


Acumatica Summit Sponsor: Visit us at Booth 23

December 05, 2019 / 0 Comments / in Why Acumatica, Acumatica Summit, Minnesota Acumatica, Texas Acumatica, Acumatica Implementation / by Nancy Phillippi

Las Vegas is a wonderful place even if you are not a gambler! There is tons to do that do not revolve around the casino tables. Now you have a really good reason to go see the sights since Acumatica Cloud ERP is holding their 2020 annual user and partner summit at the Cosmopolitan Las Vegas. Clients First is a strong supporter of Acumatica and again this year we have a booth.


What ERP Solution Delivers the Most Value in Usability & Functionality

October 18, 2019 / 0 Comments / in Cloud ERP Solutions, Dynamics 365 for Operations and Finance Business E, Minnesota Acumatica, Minnesota manufacturing, Texas Acumatica / by Nancy Phillippi

Any business looking for a new ERP solution wants to find the most value for their investment. Two key drivers of value are usability and functionality. For the past several years, industry analysts like Nucleus Research and Gartner recognize Acumatica and Microsoft Dynamics 365 for Finance and Operations as leaders in value and innovation. The latest Nucleus Research Value Matrix report released in July 2019 ranks both solutions as a leader in both usability and functionality.


Join us for...

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4 Key Project Planning Strategies to Increase Profit

Thursday April 23, 2020 

11 AM PT / 1 PM CT

Register Now!

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