Communication Tower

ERP Services

 

The CBSi services team offers 25 years’ experience successfully implementing hundreds of Microsoft ERP business systems for mid-sized companies.

Our team not only knows how the software works, we also understand how to improve your business processes. CBSi helps you fully leverage Microsoft innovations driven by artificial intelligence (AI).

Deployment Options

 

Budget-friendly plans:

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Pay a monthly fee for software and infrastructure (SAAS Software as a Service)

Access Microsoft Dynamics 365, Word, Excel, Outlook and CRM including the infrastructure in the cloud with a periodic subscription plan.

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Pay a monthly fee for infrastructure only

Move the software you own to the cloud and only pay a monthly fee for the infrastructure to gain the benefits of cloud access.

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You still own your data with Dynamics 365 Business Central

You have the option of leaving the cloud without having to migrate to different software. You can license the Microsoft software and bring your data back on-premises at any time.   

Software Project Flow

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Discovery

In the discovery and analysis phase, we learn more about your business and specific processes beyond what we discovered in the sales process. Depending on project complexity, industry experience, and time horizon, you can engage us to perform a Business Case, Benefit Analysis, Proof of Concept, Architecture Assessment, or other related analysis. We’ll collaborate with your team to establish realistic expectations for the project.

 
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Implementation

During the implementation process, our team may conceptualize more than one approach to achieve your objectives. We’ll discuss the advantages to each option, and dive into the software to show you the effects of each concept. We have a strong implementation methodology that ensures we don’t miss a thing, and we’ll keep the project progressing on time and budget. 

 
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Development

If you require functionality that exceeds the out-of-the box functionality, we can develop custom features to fit your unique requirements. Our 30 years of ERP experience and 25+ years with Microsoft Dynamics enable us to provide efficient design and quality programming to meet any business need. We’ll help you evaluate the cost/benefit for your organization and bring our knowledge from over a thousand customizations we developed for clients. CBSi has the technical capabilities to address your unique requirements. 

 
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Training

CBSi helps users fully understand and utilize the software. 

  • We offer hands-on training both on-line as well as on-site. 

  • During the implementation and configuration, we can enable your team to continue performing the setup under our guidance, or we can perform much of the setup on your behalf. 

  • After the software is configured, we train each department or each user type on their specific daily use processes, and monthly periodic procedures.

  • During periodic reviews, we look for ideas to help our clients use the software more efficiently and to provide increased value to our clients. Often during these reviews, we uncover additional training needs or discover additional areas of the business which can be automated. 

 
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Upgrades & Migration

We understand that upgrading your ERP software can be a scary proposition, considering the change involved for all of your users. CBSi guides you step-by-step through the process with minimal disruptions. Our experience and advanced tools make all the difference for a smooth upgrade. 

 

  • We specialize in upgrading all versions of Dynamics NAV, GP, and SL to Dynamics 365 Business Central. CBSi’s 25 years of experience assures an accurate conversion of your critical accounting, sales, and operational data.

  • Transition from a completely different software to Business Central, If we can get to the data in your existing system, (or you can get it out), we can move it to Dynamics 365 Business Central. 

  • We don’t outsource upgrades offshore, like many partners do. CBSi upgrades and migrations are performed by our experienced team in the United States, with detailed oversight by Senior D365 analysts to assure the quality of your upgrade. 

  • Ask us about discounts from Microsoft and CBSi to make it attractive to stay in the Dynamics product family on the Microsoft Azure Cloud.

 

Preparing for software migration

CBSi sees software migration as an opportunity to review your processes and then update and streamline them. There are likely limitations in your current system that may have influenced how your business processes were defined. Now is the time to step away from those limitations and take advantage of new capabilities and enhanced functionality.

During migration to a new ERP software, you have the opportunity to clean up data and start fresh. You can remove out-of-date customers and vendors, as well as unused inventory items. You get to assess what information is important to you now and in the future and also how you want to see it and analyze it.

 

Then, as part of the migration process, we implement your new system with these goals in mind. And to save you learning time, we’ll provide as much personal or guided training as you need so that the result is ERP software that is easy-to-use, functional, informational, and helps make a material improvement in the performance of your business.

 
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On-going Support

CBSi’s first line of support is just a quick call away. Rather than assigning junior-level consultants to handle support questions, our implementation team is available to ensure that clients’ support calls are answered accurately the first time. Since we have been supporting Dynamics NAV, now called Dynamics 365 since Navision v1.0, we can often answer your question on the spot. 

  • Call or email our support line with your issue. 

  • We can access your system remotely (with your permission) to walk you through a process.

  • Our Dynamics 365 professionals are also available for onsite training and implementation.