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Field notes on choosing, implementing and running Odoo and Microsoft Dynamics 365.

  1. ERP for the banking industry: what fits beside the coreAn ERP for the banking industry belongs beside the core system, as the corporate back office.21 min read
  2. WMS software: ERP-native module or standalone systemA distributor of 30 to 100 people can run the warehouse inside the ERP it already licenses when the documented setups cover the floor.18 min read
  3. Accounting software for oil and gas: when an ERP fitsJoint interest billing, AFE cutback, and revenue distribution are the jobs that separate oil and gas accounting from a normal ledger.25 min read
  4. ERP tech: when a software company needs oneA software or IT services firm needs an ERP when more than 25 people must use the books, when subscriptions and project billing no longer share one ledger, or when a license, implementation…23 min read
  5. Dealership CRM in Canada: what to look for and what it costsA dealership CRM in Canada is two purchases that get quoted as one.23 min read
  6. Shipping ERP: carrier rates, labels, and freight billingShipping ERP means the sales order, the label, and the freight cost stay together.24 min read
  7. Wealth management CRM: what advisory firms need and what it costsA wealth management CRM records the household, the accounts under it, onboarding, reviews, and written advice you may have to produce later.24 min read
  8. ERP environmental reporting: what your system can trackPeople who search for erp environmental usually hit permit programs.21 min read
  9. ERP for pharmaceutical company: licenses, lots, and recordsFor a plant of about 20 to 100 people, Business Central or Odoo can cover lot tracking, expiry dates, and first-expired-first-out picking.24 min read
  10. ERP for restaurant groups: food cost and the booksA multi-location restaurant group adds an ERP when recipe cost, commissary transfers, and the close across companies outgrow the POS and QuickBooks.21 min read
  11. ERP for the auto industry: dealers, parts makers and suppliersAuto industry ERP is three different buys. A Tier 2 or Tier 3 parts plant needs production orders, lot genealogy, and a path for OEM documents.21 min read
  12. CRM donor management: Dynamics 365 or Odoo for nonprofitsA donor management CRM has two jobs: a pipeline of constituents and appeals, and a gift ledger that can produce a written acknowledgment.21 min read