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Nancy Phillippi

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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.


Clients First Exhibits at TMAC Smart Manufacturing Conference

October 18, 2019 / 0 Comments / in texas industries, texas manufacturing, TMAC, Minnesota Acumatica, Minnesota manufacturing, Texas Acumatica / by Nancy Phillippi

Are you going to the 2019 TMAC Smart Manufacturing Conference? If not, is there any reason you should you go? Do you want to learn more about what “smart manufacturing” means or how to get to the “factory of the future?” Why go there anyway and will you need Industry 4.0? Do you understand what’s all the fuss about collaborative robotics, additive manufacturing, artificial intelligence, cyber security, 3D printing and many more emerging technologies? TMAC is the place to learn what you need to compete in the modern world of smart manufacturing.


Acumatica Welcomes Clients First Partner: Minneapolis, Minnesota

September 19, 2019 / 0 Comments / in Acumatica Gold Certification, Minnesota Acumatica, Minnesota manufacturing, Texas Acumatica / by Nancy Phillippi

Acumatica Cloud ERP, the world’s fastest-growing cloud Enterprise Resource Planning provider, welcomed the Minneapolis, Minnesota sales and consulting office of Clients First Business Solutions as a new Acumatica partner!


AI and Manufacturing Software - Free eBook

September 03, 2019 / 0 Comments / in Dynamics 365 for Finance and Operations, MRO Software, ProMRO, simplify manufacturing process, Supply Chain Management / by Nancy Phillippi

What role does AI and manufacturing software play in the Factory of the Future? Free eBook by Microsoft 

Last year, Microsoft released an eBook Factory of the Future - Achieving digital excellence in manufacturing, today.  One hot topic for manufacturers is how to leverage Artificial Intelligence (AI) technology to help automate operations. In manufacturing, automation is key to reducing costs and increasing productivity. The potential for AI applications in the manufacturing environment is huge. AI is a combination of machine learning algorithms that can assess the data and make complex decisions. These algorithms can be applied to discover meaningful patterns which are capable of applying to a variety of applications in the manufacturing process. The possibilities are endless!    

Our previous blog provides an excellent summary of this Factory of the Future article.  In this blog, we will dive deeper into AI and it's implications on the manufacturing industry.  Manufacturing software combined with AI has the power to quickly analyze, predict, and implement commands directly to the factory floor. In a manufacturing environment, the applications for AI are limitless. The best part is that manufacturers don’t have to wait for the future because it’s a reality today! 


ProMRO Exhibits MRO Software at Turbomachinery & Pump Symposia

August 28, 2019 / 0 Comments / in Clients First Texas, MRO Software, MRO Software Maintenance, Repair & Overhaul, ProMRO / by Nancy Phillippi

ProMRO is Client's First 's MRO software solution for the turbomachinery and pump industry.  The turbomachinery and pump industry requires powerful and user-friendly maintenance, repair and overhaul (MRO) functionality. Our Clients First team is proud to exhibit ProMRO in booth 3319 at the 2019 Turbomachinery & Pump Symposia (TPS).


3 Considerations for NAV Customers to Upgrade to Dynamics 365 Business Central

August 20, 2019 / 0 Comments / in Dynamics Business Central, Dynamics NAV ERP, Dynamics NAV Gold Partner, Dynamics 365 Business Central / by Nancy Phillippi

Are you on an outdated version of Dynamics NAV?  Is your current Dynamics NAV system holding up progress? There’s been a lot of positive feedback in the Microsoft community about Microsoft Dynamics 365 Business Central. It’s the best option for Dynamics NAV customers who want a modern and affordable solution. You can install Dynamics 365 BC as a cloud or on-premise solution. So why should Dynamics NAV customers consider upgrading to Dynamics 365 Business Central? As Dynamics NAV and Dynamics 365 Business Central consultants, we’re available to help you weigh your options.

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