Restrict Purchase Order based on Open SO amount

Recently one of our client wants customization in Sage X3 where they want to restrict creation of Purchase Order based on the Sales Order amount i.e. if Purchase order amount get exceeded than total Sales Order amount then user should not able to create Purchase Order.

To achieve this, we have added a custom field name as “Open SO” under the ‘Management tab’ where user can able to see all the open sales order using finder button and can select the appropriate sales order from the list. Please refer below screenshot:-

New Stuff: Define Daily and Monthly rate type in Sage X3

Purchase Order Sample 1

Purchase Order Sample 1

So with our customization, program checks the open sales Order amount for the respective sales order with Purchase order amount. If the Purchase Order amount is greater than the Sales order amount then it shows the message popup “Purchase order amount cannot be greater than Sales order amount” and restrict users from creating purchase order. Please refer below screenshot:-

GPurchase Order Sample 2

Purchase Order Sample 2

In case, if sales order already selected for any purchase order then it will sum both the purchase order amounts i.e. Current PO amount + Previous PO amount and this amount will be compared with the sales order amount and accordingly program check for the validation.

As explained above, by using this customization, user will restrict the Purchase order creation on the basis of Open Sales Order amount by comparing the respective PO amounts. So using this validation, user can restrict the Purchase order creation.

Define Daily and Monthly rate type in Sage X3

Sage X3 is most powerful business management process offered by Sage. Sage X3 manages all critical business functions in any business process. Sage X3 offers multi-currency functionality enabling businesses to handle different currencies within your accounting system. Also having multi-currency feature in Sage X3 ERP benefit your organization in many ways. With the Multi-Currency support,user can able to get multi-currency values on the transactions and reports. To get the multi-currency values in Sage X3, defining exchange/conversion rate under rate type is very important. To know about more on this, we will discuss how we can define Rate Type in Sage X3 by defining Currency Rate as Daily Rate or Monthly Rate in currency rate screen.

So if rate is is defined in sage X3, it is not required for the users to enter the exchange rate at the transaction level manually, system will automatically pick the exchange rate based on rate given in currency table as per the rate date.

To view this screen, navigate to: Common Data–>Common table–>Currency Rates

In Currency rate screen, there is a drop-down list where user can select the rate type as per the customer’s requirements to define the rate for multiple currencies with respect to the rate date. Refer below screenshot:-

New Stuff: How to solve formatting issue in V12 using “Break After”

Daily Rate

[Type: Daily Rate]

There are four options to select the rate type as Daily rate, Monthly rate, Average rate and customs doc file exchange. First User has to select the source currency for which they want to define the exchange/currency rate and then need to select currency rate type. If a user wants to configure it as Daily rate then user will select rate type as Daily and will add in rate date fields on each line per currency that can have a different rate than source currency. The lines relate to last known rate at the date provided in the header. User has to make sure that there should not be two different rates for the same date. This can be affect in sales, purchase and journal ledger transactions if transactions are in multi-currency.

The second option user can select is Monthly rate, from which user can add the monthly rate and rate date fields on detail line per currency which can have other than source currency. If user has requirement where customer wants to set the currency rate against source currency according to the month then user can select the rate type as monthly rate and define rate per month. Refer below screenshot:-

[Type: Monthly Rate]

[Type: Monthly Rate]

So based on rate type, user can set the daily as well as monthly currency rate for different currency as per the rate date and based on this auto calculation will happen at transaction level based on the currency and rate type.

This will make easy for user to automatically fetch the exchange rates at the transaction level for multiple currencies without intervention of currency exchange rate. This currency will affect in bank account in general ledger as well.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation competence.

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRMSalesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.

How to solve formatting issue in V12 using “Break After”

In earlier version of Sage X3 (before V12), whenever there was any requirement from client to add custom fields on standard transaction/master screen, developer has to select the position and block in which it will be displayed and has to place those fields by giving specific numbering to it. But most of the time, developer faced issues while displaying the fields in blocks even after assigning the correct sequence to the fields. To overcome this issue, Sage X3 V12 has given the feature of breaking the line so that fields will get displayed properly and as expected. This feature has been added in V12 as it was not there in previous versions of Sage X3.

As the name implies, “Break After” is applied on the field so that next fields gets placed on the next line within the block or any tab on the screen.

New Stuff: Restriction on WO Close unless Quality Transaction is clear

[Sales Invoice screen]

[Sales Invoice screen]

In the above screenshot, we have added few custom fields in the Sales invoice screen under the Management tab of the Project block, as they are scattered and are not displaying in proper sequence. So we will be displaying the fields in proper format using the break feature given in Version 12 in Sage X3.

For this, we will navigate into Development -> Script Dictionary -> Windows (OSIH) -> Screen (SIH1).

[Screen dictionary for SIH1]

[Screen dictionary for SIH1]

As shown in the above screenshot, the “Break after” column is present on the screen with the drop-down option as “Yes” or “No” in it. So for the BOE number, we will be selecting “Yes” so that the GST number will be displaying on the next line. Also, we will select “Yes” for Port Number so that Original invoice no and Original invoice date will be displaying in the next line. Further, save the changes and do Global validation of the window and also validate it from the Setup so that changes will be reflected on the Sales invoice screen.

[Sales Invoice screen after modification]

[Sales Invoice screen after modification]

In the above screenshot, you can see the Sales invoice screen after the changes are done and the fields are now displaying properly on the screen. As you can see after applying the “Break after” feature, fields in Project block are properly formatted in that section and are placed rightly on the screen. So this new feature has solved most of our formatting issues in Sage X3.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation competence.

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRMSalesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.

The Growing Reliance on Traceability in Manufacturing Supply Chains

Bottom Line: The heightened priority on health & safety is leading to a renaissance of traceability in manufacturing across many industry sectors as every business strives to keep its employees, customers, and suppliers safe.

Manufacturers are racing to digitally transform their supply chains to gain needed insights to reduce risks to their employees, customers, partners, and the business itself. Acumen Research & Consulting, an advisory firm specializing in industry and vertical market research, predicts global demand for manufacturing traceability, including track and trace software, will soar through 2026. Acumen is forecasting spending on track and trace systems will reach $7.2B by 2026, achieving an 18% Compound Annual Growth Rate (CAGR).  

The pandemic accelerated digital transformation across manufacturing supply chains faster than the most convincing business case ever could. Add to that the risks, costs, fines, and logistical challenges of handling a recall, and the growing popularity of track-and-trace systems becomes clear. According to a recent National Association of Manufacturers’ survey, manufacturers waste over $275B a year on unnecessary product recalls. These losses to recalls could have been averted if they had more effective traceability systems in place, with tracking and tracing being considered table-stakes or a must-have in all manufacturing industries today.

The following are the key reasons why manufacturers’ reliance on manufacturing supply chain traceability is leading to a tracking and tracking renaissance:

  • Troubleshooting how a defective part was first introduced into production can save product lifecycles’ revenue and margins that otherwise may have been lost. Track-and-trace gives manufacturers the visibility they need to find the origination point of a defective product immediately. Tracking and tracing which suppliers’ lot number or container delivered the defective part as quickly as possible save valuable time and the high costs of a recall or, at the very least, a product retrofit in the field.  
  • Supply chain track-and-traceability is foundational to manufacturers’ quality management and compliance strategies. Troubleshooting supplier quality problems is integral to staying in compliance with aerospace & defense, automotive, food & beverage, plastics, medical device manufacturing, and pharmaceutical regulatory requirements. As the pandemic and trade pressures are forcing manufacturers to reconfigure their supply chains overnight, track and traceability deliver the data needed in real-time to stay in compliance and continually achieve higher product quality. Medical device manufacturers who excel at complying with the U.S. Food & Drug Administration (FDA) 21 CFR Part 820 requirement gain the added benefits of achieving new levels of lean manufacturing in the process. Track-and-traceability is proving invaluable to aerospace and defense manufacturers. To successfully sell products in their industry, they need to prove compliance with the International Traffic in Arms Regulations (ITAR) standard, Defense Contract Audit Agency (DCAA), and AS 9100 Rev. C standards. Tracking and tracing materials are so important it’s considered a competitive advantage if aerospace and defense manufacturers do it well.
  • A well-managed track-and-trace system helps reduce inventory shrinkage by providing greater visibility and control across supply chains. A state-of-the-art track-and-trace system can differentiate between inbound shipments’ batch, lot, and container level assignments of materials. Most advanced track-and-trace systems rely on advanced sensors to gain greater knowledge of each shipment’s condition. RFID and IoT sensors are now becoming more commonplace across manufacturing. Walmart ran a pilot to see how RFID could streamline a  distribution center’s track-and-trace performance and improved efficiency by 16 times over manual methods.  
  • Traceability in manufacturing also improves production scheduling accuracy and efficiency by providing greater visibility into assembly, part & component inventory. Providing DELMIAwork’s MES system with real-time updates on suppliers’ assembly, part, and component inventories help to keep production on schedule. Immediate insights into inventory can also help manufacturers get more done in less time. Many manufacturers have the goal of offering short-notice production runs to their best customers. Track-and-trace helps to make that happen.
  • Collaborate and serve customers with real-time track-and-trace data they need to know. DELMIAwork’s track-and-trace solution is specifically designed to share the most valuable data customers need to meet FDA and quality audits. It’s possible for customers to instantly print detailed tracking reports that are often provided in customer and regulatory agency audits. Relying on an automated approach to tracking and tracing saves valuable time on the shop floor by automating reporting, so quality or production engineering doesn’t have to do the reports manually.   
Download the Best Technology for Traceability in ManufacturingReporting Whitepaper

The post The Growing Reliance on Traceability in Manufacturing Supply Chains appeared first on IQMS Manufacturing Blog.

Optimize Your Engineering Consultancy Business

IFS Vice President of Construction, Engineering and Infrastructure, Kenny Ingram, shares four tips for optimizing an engineering consultancy business.

These are some of the most turbulent times society and business have ever experienced. With this disruption comes the opportunity to rethink how you run your business. If you embrace the change and make the right decisions, you can optimize your business and get ahead of your competition.

Most consultancy businesses are driven by the following four value pillars regardless of whether your clients are, for example, construction companies, product manufacturers or energy, and utilities companies:

  • Cost reduction and increased margins
  • Risk mitigation, governance, and control
  • Improved customer experience and satisfaction
  • Business growth and brand strengthening

1. Cost Reduction and Increased Margins

If we focus on cost, then labor will be the largest cost driver. Labor utilization, efficiency, and competence are critical to making good margins.

Another significant cost is expenses. If the consultancy work is performed on the client site, then travel expenses need to be carefully managed particularly if the client is not reimbursing these costs. The other main cost driver is overheads, such as office costs, which can also be very significant if relating to prime locations. The COVID-19 pandemic is a game-changer because businesses have learned what they can and cannot do away from the office.

If all or a large percentage of your consultants could work from home then there is a huge saving opportunity to cut expenses, reduce office space, and increase productivity. The main reason we spend our time traveling to a work location—wasting time and money and polluting the atmosphere—is because historically we had no choice. Today there is very little reason to do this; it is a habit that has been broken in 2020, previously it was the employer’s or clients’ lack of trust that stopped working from home trend gaining ground.

This of course assumes you have the right business systems that allow remote working to be possible. Working from home can also offer major advantages to the client or when having global internal meetings when time zones are a challenge.

High labor utilization is critical to achieving strong margins. To achieve this, you need to have processes and systems that give you accurate information to plan, control, and develop your primary asset—your people. The most successful consultancy companies have the best, most knowledgeable, self-motivated, professional people. They also attract the best, young talent, which will also make your business more profitable.

So, if you offer your employees flexible working conditions, you will attract the best people and they will reward you with high staff retention, another factor which will increase your margins

In addition, by exploiting new technologies such as Agile ERP, Mobile Applications, Automation, and AI there is the potential for game-changing improvements throughout your enterprise.

If you get this right you can become the most reliable, innovative, and trusted engineering consultancy —and that gives you the potential to demand higher contract values.

2. Risk Mitigation, Governance and Control

Consultancy businesses are project-centric, so having effective governance and control is about having proficient project management processes and systems. If your business is using lots of different non-integrated business systems and depends on Excel to support the business processes and provide management information, then you are not in a good place.

To optimize your business you need integrated world-class project processes.

At the front end of the project process, you need Bid Management and CRM processes and systems and good discipline to manage your pipeline and increase your win rate. You need to be able to:

  • Prepare project cost and revenue estimates and generate a project budget. This needs to be based on both hours and money
  • Control contract changes and gets paid for these changes
  • Manage project risk throughout all stages of the project and drive actions to mitigate this risk

From a financial control perspective, you need a solid accounting system that supports project accounting and WIP management that is fully integrated with project cost control and forecasting.

This also needs to be fully integrated with easy-to-use project time booking, expense recording, and procurement. The solution needs to drive accurate time recording and management to ensure that project invoicing is accurate and timely. You also need a tool that makes it easy to manage sub-contract resources and supports multi-company projects and intercompany billing and accounting.

Margins are driven by labor efficiency and utilization, so you need to be able to analyze consultant utilization and identify areas that need to be improved. This will then drive your employee development and training program.

You need to have a proper project plan that gives you the option to integrate into tools such as Microsoft Project or Primavera. The project plan needs to help you:

  • Generate a forecast of the future resource requirements and allow you to simulate the impact of different scenarios
  • Allocate specific people to project tasks based on their availability, skills, and competence
  • Forecast and identify your future skills gap to drive timely training or recruitment plans—to be ready to meet future demands
  • Track project progress and calculate earned value

Managing project documentation is critical so you need a proper document control system, not windows folders. This should be integrated with the business system.

If you can execute all of the above without having a patchwork quilt of different business systems and excess use of Excel spreadsheets then you will be in a strong position. You will then have solid control and governance and will be able to adapt and change your business quickly.

In short, your business will be more future proof.

Increasing the control and predictability throughout the enterprise drives better more informed decisions sustaining higher project margins. In summary, it will allow your business to:

  • Manage project risk
  • Improve project control and transparency
  • Be less dependent on Excel and localized uncontrolled data sources
  • Be agile and support remote working with no business disruption
  • Make real-time and accurate data visible across the business

3. Improve Customer Experience and Satisfaction

Businesses must provide excellent client satisfaction. Interestingly, it is unlikely to be achieved unless your employees are working in a company where the culture generates happy, motivated, empowered employees. The client wants excellent value for money. They want you to deliver your projects on time every time and deliver them on budget. They want you to be professional and trustworthy experts in your field and deliver a quality solution. They would like you to exceed their expectations and be innovative. In short, they want you to be their trusted partner.

You are in a people business, so you need to have the best people. You need to provide these people with the best processes, tools, and business systems to do their job, invest in their training and development, so you have the best people both now and in the future.  This will allow you to attract the best young talent and have the best employee retention. This is the key to giving your clients the best customer experience and boosting satisfaction.

4. Business Growth and Strengthening your Brand

Growing your business is usually a key stakeholder objective, however, growth without profitability is not a desirable outcome. The macroeconomic situation will dictate what level of growth, or in some cases, contraction is achievable. The COVID-19 crisis has made it hard to grow in some segments, so it is more realistic to focus on market share. You will want to grow your market share and be agile enough to change your market sector to focus quickly and profitably. You might want to exit and enter markets by acquisition or opening new companies, or maybe divisions in different regions or countries.

For many companies, making these shifts in strategy are very difficult and are hampered by having decentralized fragmented processes and business systems, which means they cannot adapt and change quickly—and it is also very costly.

Growth is not usually enabled by doing one thing, but by taking decisions to do a mix of different things and by adopting modern innovative best practices including:

  • Strengthen the company brand and reputation by demonstrating strong project delivery performance (your clients, partners, and employees see you as the innovative market leader)
  • Increase pipeline & bid win rate— this can be improved by having a modern CRM business system and processes
  • Lower Cost—by reducing your business costs you can be more competitive
  • Compliance—often clients need you to prove you are compliant with industry or country requirements
  • Agility to expand into new markets and business streams

All of the above will result in increasing the market value of your company.

The time to change is now

The best practices above leave an organization strongly placed to enter and exit market segments and the right size for profitability. With the current COVID-19 situation it is natural to be risk-averse and you may think it is best to delay transformation projects. On the other hand, the strongest companies are those that anticipate the future and act accordingly. The stock market and many companies are thinking beyond the next 18 months when a recovery is predicted and making investments now to gain competitive advantage.

For many, investing now will prove to be a wise choice. The biggest single factor determining the success of a transformation project is freeing up resources and so it is a well-cited argument that recessions can be a good time to invest in transformation. Implementations can, deliberately, be staged over years and so the sooner projects are started, the better. IFS offers you the ability to make this transition, starting now.

The strongest companies are those that anticipate the future and act accordingly, now is the time to prepare for the future and gain on your competition.

Access more engineering information and resources here.

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Agiloft Named Value and Customer Leader in Spend Matters’ Fall 2020 SolutionMap for Contract Lifecycle Management

For the fifth consecutive SolutionMap report, Agiloft’s no-code CLM platform receives top ratings by Spend Matters for all four buyer personas

Agiloft, the global standard in contract and commerce lifecycle management, announced it has once again ranked as a Value and Customer Leader by industry analyst firm Spend Matters in its Fall 2020 SolutionMap for Contract Lifecycle Management (CLM).  

CLM

Using a powerful and fully transparent comparison methodology, SolutionMap has rendered Spend Matters the definitive technology benchmark for procurement and supply chain professionals across a wide range of industries. For its Fall 2020 release, the semi-annual SolutionMap evaluated 77 procurement software vendors across 16 categories, based on both technology analyst assessments and customer scoring.

For the fifth successive SolutionMap, Agiloft maintained its position as Value Leader and Customer Leader for CLM, placed in the top right quadrant in all four organization buyer personas: Deep, Configurator, Turn-Key, and CIO-Friendly.

“We are very pleased to be continually reaffirmed as a leader for CLM by Spend Matters,” said Eric Laughlin, CEO of Agiloft. “This reflects our relentless commitment to innovation, customization, and service. As the only no-code CLM platform powered by AI, our software is recognized as the differentiator for businesses dedicated to digitizing contracts to increase efficiency and revenue while also reducing risk.”

“Contract Lifecycle Management (CLM) is about managing the ultimate commercial system of record: the contract,” says Pierre Mitchell, Chief Research Officer at Spend Matters. “The technology market has morphed from managing legal documents (even digitized ones) to managing atomic-level commitments that include not just legal obligations with counterparties like suppliers, but also tying into broader risk, compliance, and performance management areas.”

In comparing the value of the different software platforms, Spend Matters looks beyond feature and function to “reflect buyer needs against, for instance, the application of AI, user experience, low-code platforms,” says Mitchell. “With SolutionMap, procurement has this information at their fingertips.”

As the global leader in CLM, Agiloft is the only vendor with the confidence to provide an unconditional satisfaction guarantee on both software and implementation services. With its unmatched configurability and robust AI capabilities, Agiloft’s no-code CLM platform manages and integrates the commercial processes that surround contracts. Through monitoring contract obligations and performance across departments, and by integrating enterprise-wide commercial data, CLM is an essential tool in helping organizations drive long-term revenue growth, maintain cost discipline, and reduce security and compliance risk.

Earlier this year, Agiloft also won a Silver Stevie in the 2020 American Business Awards for product innovation, was ranked a Leader in the 2020 Gartner Magic Quadrant for Contract Life Cycle Management, received the highest scores in every use case in the 2020 Gartner Critical Capabilities for Contract Life Cycle Management and was named PC Mag Editor’s Choice for Contract Management Software for the fifth consecutive year.

To learn more about Agiloft’s Contract Management Suite, visit the product information page.

About Agiloft

As the global leader in contract and commerce lifecycle management (CCLM) software, Agiloft is trusted to provide significant savings in purchasing, enable more efficient legal operations, and accelerate sales cycles, all while drastically lowering compliance risk. Founded in 1991, Agiloft’s adaptable no-code platform ensures rapid deployment and a fully extensible system. Using contracts as the core system of commercial records, Agiloft’s CCLM software leverages AI to improve contract management for legal departments, procurement, and sales operations. Visit www.agiloft.com for more. 

The post Agiloft Named Value and Customer Leader in Spend Matters’ Fall 2020 SolutionMap for Contract Lifecycle Management appeared first on ERP News.

How Should a Freelance Software Developer Get the Clients?

As a freelancer software developer, there are certain important things that you need to do in order to get clients and continuous work. If you do not focus on these things, you would never be able to become an established developer in the freelance world. Also, all these things are to be done on your own because you are not part of any organization, and in order to attract clients, there has to be a lot of hard work and effort.

software developer

The clients are extremely
demanding, and they would never want to assign any work to a person who is not
qualified enough, both technically and behaviorally. The freelance industry is
quite challenging, and until you get to understand the trade secrets, you would
never be able to cope with it.

Therefore, you need to overcome all the challenges on your own and become extremely strong if you want to survive in the freelance industry as a software developer. The next section of the article is going to help you with certain important tips and techniques that can be incorporated immediately in order to find the right kind of clients and projects. You should know the ways to establish your wings in the freelance industry and start getting more clients.

1- There are several agencies

software developer

As a freelancer, you may start working upon building contacts of the agencies that can get continuous software development work. There are a lot of private agencies that would be associated with clients, and they would be working on a marginal basis. When you start establishing your association with some of these agencies like dormzi provides freelance software developer projects, it becomes easy for you to get more number of assignments. This is one of the ways that you can start getting projects.

2- Events

There could be a lot of technical
events that get organized, especially for freelancers. These events would be
advertised on several social media platforms and groups. The moment
you register your profile on any of the freelance websites, you must, in
parallel, start joining those groups and forums.

These are those communities that will get you the maximum number of leads on software development projects. Being active in these groups and forums would help you to attend these events and attract a lot of potential customers and get several freelance development jobs.

3-Technical seminars

software developer

Attending a technical
seminar is yet another way of increasing your business as a freelance
developer. The technical seminar is such a forum where not only the developers
will be attending but even the potential clients.

Whenever you are attending any of these seminars or technical presentations, it is mandatory that you carry your profile and also business card along with you. You can always hand over these things to the customer when they ask you to introduce yourself, and this can be one of the best ways to attract a lot of customers and get good assignments.

4-Start advertising

There are several ways to advertise these days, especially with the boom of technology and the introduction of social media platforms. You can either choose to create your own website to advertise yourself and start redirecting the customers on your website, or you might even use a specific advertisement campaign on any of the social media platforms that are extremely famous and can give you an amazing reach. By doing these things, it becomes easy for you to attract the target audience and start building on your client database.

5- Start using email marketing

software developer

When you start working as a freelancer, it is mandatory that you have links and associations with some of the email marketing agencies as well. These people would have a separate database of different clients, and getting their assistance to find out the email ids of clients that require software development can really help you to gain more projects.

Apart from those, you can also start churning out all the old emails and pick up the details of the old clients that have worked with you in the past and shoot out an email to them casually even before you pitch in for business. There are a lot of chances for the client to remember your presence in the freelance market, and it is your responsibility to remind them in order to get the projects back.

6- Start focusing on traditional project bidding methods.

Another important thing
that could always help you to get more number of projects is following the
traditional project bidding methods on freelance websites. Keep your eyes open
and start bidding on more number of assignments every single day without fail.
However, remember to register your profile only on websites that are legitimate
and do offer good work and credible customers.

These are some of the most
important ways that can help every software developer to get more assignments
and clients when they start working in the freelance industry.

The post How Should a Freelance Software Developer Get the Clients? appeared first on ERP News.

Delivering Innovation and Excellence to HR Leaders Worldwide

We know 2020 has bombarded HR leaders with endless challenges, from managing the shift to remote work and dealing with workforce changes or furloughs to planning for an (eventual) safe return to work. And to ease the burden, my team has been working diligently to deliver solutions that can help.

leaders

We continue to be committed to our customers’ success: partnering with them, innovating for them, and recognizing their successes. Now more than ever, we know our customers are looking for a leader to help them define what’s next for their organizations. We are dedicated to being that leader and delivering best-in-class solutions for any HR team, across any industry, and in any region. 

Here’s a quick recap of what we’ve been up to: 

Oracle Live features New Innovations in Oracle Cloud HCM 

Last week we hosted our first Oracle Live for Fusion Cloud Applications. It was a great event filled with exciting news across our entire Applications portfolio – check out the on-demand sessions here. For Oracle Cloud HCM, we announced major new updates to our HCM suite, designed to help HR teams meet the demands of today’s evolving workplace. A few of my favorite new features are:

  • Journeys: A way to guide employees through complex tasks with a seamless and personalized step-by-step experience. This new tool will create a consumer-grade employee experience, simplify complicated processes for employees, and ultimately make work more enjoyable and productive.
  • Profile Video Introduction with Connections: Helps teams feel more connected in a virtual work environment by allowing employees to add a customized video introduction to their profile page in Oracle Connections. 

A Spotlight on Our Customer Superstars

We also had the pleasure of announcing the winners of our Cloud HCM Rubies Awards. These awards recognized nine HR superstars who have used technology to drive meaningful change within their organizations. These awards are not selected by our Oracle team – they are voted on by our customer community and their peers.

Cheers to these amazing HR professionals going above and beyond in the most challenging times! You can check out the full list of winners and their stories here

Delivering a Top HR Product of the Year

Today, we are pleased to announce that the Oracle Cloud HCM Opportunity Marketplace has been selected as one of the Top HR Products of the Year by Human Resources Executive. Opportunity Marketplace is one of our latest innovations and is designed to help employees grow their careers through internal “gigs” and short-term projects. It also helps organizations tap into the existing talent and fill short-term needs in new ways.

Thank you to the HR Executive for the vote of confidence! We will be featured at the HR Technology Conference virtual event later this month.

I couldn’t be prouder of my team for helping our customers through the obstacles of 2020. These latest innovations and recent accolades reinforce how committed we are to make work more human for HR leaders around the world. 

By Chris Leone

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SAP to Acquire Omnichannel Customer Engagement Leader Emarsys

 SAP announced it has entered into an agreement to acquire Emarsys, a leading omnichannel customer engagement platform provider.

Emarsys

Emarsys enables businesses to engage more effectively and more personally with their customers. Enhancing the SAP Customer Experience portfolio with Emarsys will create a new paradigm for how commerce is managed digitally as it will deliver hyper-personalized, omnichannel engagements in real-time, helping organizations ensure every engagement is relevant and impactful.

“Adding the Emarsys customer engagement platform to our leading SAP S/4HANA and Experience Management technology from SAP and Qualtrics opens up new possibilities for our customers that are unique in the market,” said Christian Klein, CEO of SAP. “The success of brands worldwide depends today on their ability to offer a compelling customer journey and to cater to the individual expectations of customers. To meet these expectations, front-office data must be integrated with back-office capabilities and with individual customer feedback. Once the transaction closes, SAP will enable brands to connect every part of their business to the customer, including experience data. We will deliver a portfolio for a ‘commerce anywhere’ strategy allowing for hyper-personalized digital commerce experiences across all channels at any time.”

Emarsys is an innovative and easy-to-use fully integrated cloud-based marketing platform. It allows companies to deliver truly personal customer interactions across e-mail, mobile, social, SMS, and the web at scale.

“Customer engagement technology has evolved tremendously over the past decade, and in that time, Emarsys has emerged as a world-class platform that truly enables personalized, one-to-one digital interactions between brands and customers across all channels,” said Bob Stutz, president, SAP Customer Experience. “With Emarsys technology, SAP Customer Experience solutions can link commerce signals with the back office and activate the preferred channel of the customer with a relevant and consistently personalized message, allowing customers the freedom to choose their own engagement.”

“Emarsys has a rich tradition of innovation in digital marketing,” said Ohad Hecht, CEO of Emarsys. “Joining forces with SAP, a leading global brand with an ongoing commitment to excellence and innovation in customer experience is an exciting next step in our evolution. We’re confident that, once we have regulatory approval, our customers and partners will quickly benefit from synergies between the Emarsys platform and the SAP Customer Experience portfolio.”

“Success in today’s market relies on brands delivering personalized experiences powered by a holistic view of each consumer that connects digital engagement data with supply chain data in real-time,” said Hagai Hartman, founder, and chief innovation officer of Emarsys. “Together Emarsys and SAP can create a new paradigm for digital commerce focused on the consumer.”

Emarsys was founded by Josef Ahorner, chairman of the Supervisory Board, Hagai Hartman, and Daniel Harari in Vienna, Austria. Today Emarsys has over 1,500 customers worldwide and more than 800 employees across 13 offices including London, Berlin, Sydney, and Budapest, as well as a U.S. headquarters in Indianapolis. The company’s operations will become part of the SAP Customer Experience business unit. The transaction is expected to close in the fourth quarter of 2020, subject to regulatory approval. The purchase price and other terms of the transaction are not disclosed.

To learn more, attend SAP Customer Experience LIVE, taking place online on October 14–15.

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Cloud ERP Software Solutions: What Is Cloud-Based ERP?

About 53% of companies agree that they have minimal control over critical business data. It, therefore, becomes apparent that these companies are in dire need of optimized data storage and sharing solutions.

Cloud-computing or Software as a Service (SaaS) is a service that allows the sharing of software resources like applications through the internet. You can think of cloud computing like internet storage that users can access at their discretion.

Cloud ERP

Cloud-based ERP software, on the other hand, is a service that enables users to use enterprise resource planning on cloud platforms. In doing so, businesses can manage daily business activities and streamline workflow. A cloud-based ERP software combines various business processes and facilitates data flow and collaboration between them.

In this post, we’ll be expounding on what cloud-based ERP is and how it can benefit your business.

What Are Cloud-Based ERP Systems

Before defining what cloud-based ERP systems are, it’s a good idea first to explain what an ERP is. ERP or enterprise resource planning is a type of business management software instrumental for overseeing a business’s day-to-day operations. The ERP takes care of project management, risk management, accounting, procurement, and other business-related tasks.

Cloud-based ERP systems are enterprise resource planning solutions on cloud platforms. That means you can use the ERP systems through the internet without installing the application software on your device.

The major difference between cloud-based ERPs and on-site ERPs is the flexibility of access. You can gain access to cloud-based ERPs anywhere provided you have the proper credentials and a stable internet connection. On the other hand, you’ll need to install the software on your device with on-site ERPs or use a device with the software.

It’s All in the Clouds

As mentioned earlier, cloud-based ERPs are ERP software in the “cloud”; or the internet. Cloud computing isn’t anything new in the computing or business world, for that matter.

As of 2019, the cloud market was worth a staggering $266.0 billion, with an upward trend. Some of the most popular cloud services include Google Drive and Samsung’s Dropbox, among others. Cloud ERPs work just like your iCloud or Google Drive, but instead gives you access to and ERP software and not the files you stored on the cloud.

With an internet ERP, you have to install the ERP software on your device then subscribe to an ERP vendor who facilitates their services via the internet.

Benefits of Cloud-Based ERPs

Cloud ERPs are immensely beneficial, especially for small and medium enterprises. Here are a couple of benefits of using cloud-based ERPS:

Easier to Maintain

Since you don’t have any on-site ERP infrastructure, you have no responsibility to maintain any hardware or software. Sometimes hardware and software maintenance for on-site premises can run up your tab, especially if you own a small business.

With internet ERPs, the ERP provider takes care of all glitches and bugs within the system. That way, you can take care of more important aspects of your business while the vendor resolves issues with the ERP.

Seamless Data Transfer

If you’ve ever sent a word document via email, then you understand how easy data transfer through the internet can be. With cloud ERPs, you can effortlessly share your data with all your employees without meeting physically.

Be Better Updated

You can keep up with the latest software and technologies if you adopt a cloud-based ERP system. That’s because the vendor is likely to issue fresh updates and updates every once in a while. With on-site ERPs, you’ll have to keep updating them, or else they’ll go obsolete.

Lower operating Costs

An on-site ERP is a very costly prospect, and most small businesses may be unable to match the price. First, you have to purchase the ERP software and the hardware to run it.

You also have to hire employees to install and manage the ERP. If you sum up the costs, having an on-site ERP could dent your bank account.

All you have to pay for a cloud-based ERP is a monthly fee, and you’re good to go. You don’t have to pay any employees or pay for any upgrades and maintenance. Compared to on-site ERPs, cloud-based ERPs are way more budget-friendly for businesses.

Better Data Security

ERPs process critical business information. It would be devastating if the information fell into the wrong hands. Enforcing data security measures may be somewhat difficult for on-site premises because it depends on your internal cybersecurity setup. Cloud-based ERPs have robust security protocols to protect your information and keep cyber attackers at bay.

What to Look for in an ERP vendor

There are plenty of internet ERP service providers, but only a handful can give you the services you need to improve your workflow. Here are a few qualities to look out for in an ERP vendor.

Flexibility

Flexibility is a factor you should never overlook especially if you have remote teams or branches. The ERP vendor should be flexible enough to accommodate more features that meet your business needs.

Reputation

Before you sign any agreement with the ERP vendor, make sure you’re dealing with a reputable firm. Make sure you look at reviews or testimonials to get a picture of the type of company you’re working with. Make sure you do your homework on the ERP vendor to avoid regretting your decision.

Mobile-Friendliness

The average person spends about 3 hours 15 minutes on the phone every day. That’s about a third of your day that you spend on the phone. Instead of trying to finding out which is better between hbo max vs hbo now, you could be streamlining your workflow with cloud-based ERP software.

Embrace Cloud-Based Business to Improve Conversions

Adopting cloud-based ERP solutions may be just what you need to take your business to the next level. However, make sure you pick the right ERP vendor to get your money’s worth. You can even look for a custom cloud-based ERP for your business if you can afford one.

There’s plenty more where that came from. For more informative reads, be sure you check out the other pieces on the site.

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