Many of our customers slow down during the holiday season – they have limited staff and/or run leaner. This is a great time of year to look at projects that have been kicked down the road during 2021 or from prior years. Taking care of any software-related business improvement projects while volumes are lower and people have a little more room to think and plan can put your business ahead in the New Year.

Make the most of any holiday lulls. Encompass can help you take care of those projects that you have been deferring so you can fine tune your business for 2022.

Example Business Improvement Projects

Encompass can help you implement an array of straightforward, effective business improvement projects that will help cope with higher volumes and unforeseen disruptions. Some examples include:

  • Building out your CRM system to provide better customer service in 2022
  • Conducting a Business Process Review (BPR)
  • Establish an online eCommerce storefront for your business
  • Installing Infoworker to seamlessly allow your staff to connect to your CRM system
  • Preparing to analyze prior years’ data with BI tools like EDA
  • Looking at tools to help you better forecast and budget with each new year
  • Considering shop-floor, device-based control systems like EWMW
  • Schedule a workshop to implement inventory cycle counting

Have ideas you want to implement but just don’t know how to go about getting started? Contact us today and we’ll put our head’s together to make your idea’s a reality.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

 


The financial challenges that businesses face can be difficult to overcome without the right person at the helm. A fractional CFO or similarly-qualified financial consultant may deliver the results and value to help your organization succeed. Maybe a full-time financial leader does not make sense for your business or you need support while searching for the right individual. In any case, a fractional CFO or similarly qualified financial consultant may deliver the results and value required to help your organization succeed in a fiscally-healthy, responsible, and sustainable way.

What a Fractional CFO Does for Your Business

While a highly organized person may be able to step into an operational leadership position or a persistent and detail-oriented person can excel in marketing and sales, financial leadership is a unique and exceptional skillset.

Optimizing cash flow, maximizing growth and profitability, and ensuring the financial stability of an organization are just some of the essential services a fractional CFO can provide. However, a full-time CFO can be tough to justify in terms of cost or it may be difficult to find the right individual to not only make the best financial decisions for your company but also has deep knowledge of and experience in your particular industry.

Whatever the reason a full-time CFO may not make sense for you at this point in time, Encompass has consultants to provide the experience and expertise you need at a fraction of the cost of an in-house CFO.

Specialty Financial Consulting Services

As a provider of financial leadership consulting, Encompass consultants are able to strategic expertise to help you better understand and outline your financial goals, ensure your business stays on course to achieve those goals, and excel in a competitive industry.

Partnering with Encompass ensures your business will have a qualified representative leading your financial department to satisfy the most essential functions of a financial department. These services include but are not limited to:

  • Financial Strategy, Planning, and Management
  • Financial Analysis, Planning, and Forecasting
  • Financial Regulation and Compliance
  • Accounting, General Ledger, Administration, and Operations
  • Financial Management > Financial Relations and Policies
  • Cash Management – Cash Flow Analysis/Financial Position Analysis
  • Automation and Process Improvement
  • Financial Technology and Solution Evaluation
  • Financial Strategy Alignment in preparation for, as part of, or following ERP implementation
  • Report Development beyond initial Balance Sheet and Income Statement created in XLConnect
  • Booking Journal Entries as needed to record Reconciliation differences or reclassifications
  • Financial Statement preparation and review
  • Discussions regarding General Accepted Accounting Principals (GAAP)
  • Month and Year End processes
  • Clean up of old and new accounting issues
  • Account reconciliations and analysis

A modern business requires modern tools to maintain a competitive edge. An ERP solution or other business management system will empower your business to address the needs of financial strategy and stability. Our financial professionals work within these systems daily to ensure our clients financial goals are aligned with their internal processes, regulations, and satisfy the financial compliance requirements of all jurisdictions in which they conduct business and are liable for financial reporting and payments to which they are subject.

Partner with an Encompass Fractional CFO or Financial Consultant

If you are ready to have a conversation around the financial leadership needs of your business, we’re standing by to help.

Contact us today to learn how Encompass can help position your financial activities and policies on the path to success.

You can download the financial services summary in a sharable format (PDF) below.

Fractional CFO Services

 

esi-fractional-cfo-financial-consulting-services-flyer

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Manufacturers are quite familiar with feeling the squeeze of constrained talent pools. This can be said for just about every department of a business. When it comes to ERP staff, qualified individuals can be tough to come by even in healthy job markets. This becomes even more apparent when seeking ERP staff with backgrounds that align with the unique needs of manufacturing businesses. Remote Staff Augmentation, also known as Virtual Staff Augmentation, for manufacturers is one answer to the problem of finding qualified staff to keep your manufacturing business running at peak performance.

Whether you’re working on the road, at home, or onsite, Encompass has the capacity to supplement ERP staff remotely with remote workforce augmentation.

What is Remote Workforce Augmentation?

Remote Workforce Augmentation is the ability to supplement your internal staffing needs with employees, contracted or otherwise, that operate remotely and generally interact with a business by virtual means.

Why use Remote Workforce Augmentation?

There are many reasons why a company would choose to leverage Remote Workforce Augmentation for their ERP needs. This includes everything from simple system checks and reviews to advanced projects and ongoing support.

Some of the most common pain points for manufacturers that lead to leveraging remote workforce augmentation include:

  • Being overburdened with incoming orders or outgoing purchase orders
  • Achieving business goals
  • Running regular reports
  • Adding ERP coverage without bringing on new employees
  • Bridging gaps between office staff and departments

If you are experiencing any of these pain points or have a few that you think may qualify for remote workforce augmentation and IT support, Encompass has the right person for you.

How Encompass Provides Remote Workforce Augmentation

Companies that cannot afford or do not have a need for fulltime ERP staff will want to consider Remote Workforce Augmentation. This arrangement is one where the company will contract their ERP work and support requirements out to a third party, in this case Encompass Solutions, Inc. (ESI).

ESI will provide several levels of support for a business to evaluate when considering remote workforce augmentation, which includes:

  • Supplementing your ERP staff
  • Bridging gaps during personnel turnover
  • Supporting teams with those on Maternity/Paternity leave
  • Quote/Order Entry
  • Job Creation/Closing
  • Purchase Order Entry
  • AR Invoicing
  • Shipping Notifications
  • Manual EDI processing
  • Transitioning back to your team if needed

Depending on your level of requirements, you may choose a basic or more comprehensive offering. Use your procedures – we’ll do the work!

Get started with Encompass Remote Workforce Augmentation

If you are ready to supplement internal operations with ESI staff or would like a review of your internal processes to find the best solution to your needs, we can help you get started.

It all starts with an informal review of your current process, which includes:

  • Order Entry
  • Purchase Order Entry
  • Customer Statements
  • and more

As part of the process, your business will provide Encompass with your procedures and our team will execute this according to your business processes and requirements.

Following that, ESI will document our progress throughout the day, providing regular reports and communications to your team or “next in line” person to make sure you are always kept up to date.

If you are ready to have the conversation around your IT support and remote workforce augmentation needs, contact Encompass today.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Encompass Solutions is pleased to announce our new technology partnership with EBizCharge, a provider of payment gateway solutions for manufacturers and other businesses.

What EBizCharge Does

EBizCharge is an out-of-the-box payment integration. The solution allows businesses to accept credit and debit card payments, send email payment reminders to customers, automate payment collections, and more. This all happens within the Epicor environment.

EBizCharge qualifies cards at the lowest rates, lowering your monthly processing costs. The solution is easy to install and requires no development activities.

The Benefits of EBizCharge 

The new partnership between Encompass and EBizCharge offers two tiers of benefits. The first comes in the form of benefits specific to Epicor users. The second includes benefits specific to Encompass customers. Here are the benefits you can leverage as both an Epicor user and Encompass customer.

Benefits for Epicor users

  • The latest data encryption and tokenization technology for maximum transaction security and PCI compliance.
  • Access to an online customer payment portal, allowing customers to pay invoices online.
  • Unlimited transactions/batch history for viewing and reporting purposes.
  • Powerful search functionality to run custom reports.
  • Ability to sort through transactions by category.
  • Immediate release of funds when issuing refunds.
  • Ability to assign users and manage access limits with ease.
  • Mobile app available for iOS and Android devices.

Benefits for Encompass customers

  • Lowered processing costs.
  • A quick and seamless transition.
  • No long-term contracts.
  • Simplified statement (one instead of two to three) and one point of contact.
  • Flat rate processing options.
  • Next-day funding options.
  • Proactive chargeback management team.
  • Access to a world-class, in-house customer support team, available 24/7 and free of charge.

if you’re ready to learn more about EBizCharge’s proprietary payment gateway, with its streamlined payment integrations backed by five-star customer support, schedule a demo, here.

About EBizCharge

EBizCharge integrates to over 100 major ERP, CRM, and accounting systems including Epicor 9 and 10. EBizCharge is the leading integrated payments platform in the United States allowing merchants to accept payments in their ERP system, power their online store, upload customer invoices to the online payment portal, and provide mobile credit card processing, unlimited transaction history, customizable reports, electronic invoicing, email payment links, secure encryption, tokenization, and more.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


This month, Encompass joined the ranks of Avalara Certified Implementation Partners. We have been implementing Avalara’s automated tax compliance software and Epicor ERP for years. It was only recently that we made things official.

A big congratulations to our own Leslie Kendall for completing the certification program and earning us a place of distinction among the Avalara and Epicor partner communities. We want to thank Avalara as well for a partnership that continues to grow and develop alongside our respective organizations. We look forward to many more years empowering manufacturers with  business management solutions.

Avalara Certified Implementation Partners

Encompass Solutions achieved Partner status by completing Avalara Solutions certification training for implementation components.

As a Certified Implementation Partner, Encompass is provided the highest level of support for their Encompass-implemented clients. This includes direct access to senior technical resources.

Encompass also enhances the implementation experience through the use of unique project management templates, Avalara implementation best practices, and access to internal tools to address the needs of  data migration, tax code mapping, and more.

How Customers Benefit

The benefits of being listed among Avalara Certified Implementation are not reserved for Encompass or Avalara exclusively. Customers relying on us for Avalara-related projects enjoy many benefits of the partnership, including:

Confidence – Avalara Certified Implementation Partners pass rigorous training, have access to tools and priority support, so you can be confident when you go live on your automated tax compliance solution.

Customer Experience- Clients benefit from a single point of contact, expert in their ERP or accounting system, familiar with tier business challenges, focused on their business success.

Time to Value – ​Implementing a tax compliance solution can be time consuming and risky. Avalara Certified Implementation Partners are trained to accelerate your time to value while minimizing your firm’s time commitment.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


So, you just purchased a shiny new ERP, and are looking to roll out EDI.  You want to get started right away on your EDI project, right?   We should be able to set up data and test all transactions out of the box, right? WRONG!

EDI Project Best Practices

EDI is a customized, systemic process, that much like your data, rolls through the quote to cash cycle in a coordinated sequence.  Each EDI document requires data from an upstream process, and you must always complete, and validate,  the upstream processes first.    A common mistake we see on many EDI projects, is an expectation that EDI is plug and play, and that we can implement all documents simultaneously.  EDI is not plug and play, for the same reason that ERP implementations are not plug and play.

EDI trading partners are notorious for sending through erroneous or uniquely specific data.    Our customers all have different shipping and packaging scenarios.   Many customers have different expectations on how EDI data is to be handled.    The answer to a successful EDI implementation, is to work on each document until it is correct, until moving to the next one, and ensuring that the ERP system has been configured and validated for packaging and shipping processes prior to starting to work on outbound transactions.  EDI implementations always lag the ERP implementation by some weeks, and always last the duration of the design and validation stage of the implementation project.

Below are some typical EDI transactions, that must be managed, and processed sequentially.

Inbound Purchase Orders (850i), Demand Forecasts (830i), etc.

Many times, Trading Partners will send data that does not have a native home in ERP.  Our EDI team must carefully inspect all the inbound PO documents from all your trading partners, and understand for each file, which will be unique, whether there is a native home in Epicor, and if not, we create one for it, and make it visible in the ERP through customization.  This can take time, and for some trading partners, extensive customer part cross references must be built, so that Epicor ERP can understand what it is in fact that this customer is ordering.

Outbound Sales Acknowledgement (855o)

It is common to need to include custom trading partner data in an 855 outbound.  Until all of the inbound maps have been translated, and the data housed in Epicor, we can not start testing 855o.   This is normally not a difficult transaction, but until we have every inbound document defined and custom schema in place to accommodate your trading partners, we can not design the outbound format for this document for testing.

Outbound Packing Slip (856o)

Most customers expect us to be able to start this right away.  Some customers have even demanded that we start this right away.  The trouble is that everyone ships differently, and some people have multiple levels of packaging, at various points in their production process, that change how we build the dataset for the 850o.    Another common mistake our customers make are asking for the packing labels before the ASN is designed.

The shipping and packaging process must ALWAYS be designed first, and approved, before we start building 856o data and labels.  Typically the label would be the last thing we build, as we process through all the 850i for all trading partners, demonstrate all packaging scenarios for each, and then finally, armed with model data, we can construct the outbound ASN dataset and labels.  This is especially important when you have multiple versions of labels for different trading partners, or if you have Master Pallets, Mixed Pallets etc.    All EDI projects I have seen go over budget, or that have been frustrated, have been those where the company insists on having working outbound ASN’s before the shipping process is validated.

Outbound Invoices (810)

Typically the easiest of all, but these can not be started until a validated ASN document has been produced.  As such, we save these until the end of the project, to ensure all the data necessary on the invoice, whether from custom inbound data from the 850o, or custom packaging data from the 856o, are available.   Shipments in the system are required to invoice, so there needs to be a solid, unchanging process to generate multiple shipments for the inbound orders, such that they can be invoiced.  This data is typically not available until the last quarter of the implementation.

Listening to your expert EDI implementation consultant, understanding that EDI will slightly lag the work being done in ERP, and that the work will stretch the duration of the project, are key to a successful EDI implementation.  Following our process and methodology  and will minimize frustrations if expectations were that EDI would be ready day one, and reduce or eliminate rework for any EDI transactions forced through before the system is validated.

If you are having a difficult implementation and would like to talk to Encompass about how to put things back on track, we would be happy to conduct a mid ERP implementation review.   If you are about to start an EDI implementation, understanding the above before starting, and ensuring that the project manager and steering committee understand the timeline, will be critical to meeting expectations, and ultimately having a successful, error free cutover.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Encompass Solutions has been named as one of the top project management companies in NC by Welp Magazine. To be recognized alongside 27 other great North Carolina companies was a pleasant surprise to start off the new year.

the logo for welp magazine named encompass solutions as one of the top project management companies in NC

‍Coincidentally, this event arrives alongside the milestone of our 20th Anniversary providing and array of professional and technology services to business in manufacturing industries.

We’re thankful to have received the distinction and the encouragement that comes with our recognition as a great company. If you’d like to read the article and see who else shared the distinction, article can be found here.

Thank you to Welp Magazine for the support – we appreciate the recognition as one of the top project management companies in NC!

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Now that she’s been with the company for the better part of a year, we asked Vee for her thoughts on her experience at Encompass. Here’s what she had to say.

First Impressions

From the moment I stepped into Encompass to interview for the Documentation Specialist position on January 28, 2020 until now, I’ve been exceptionally pleased.

I wasn’t sure what to expect when I walked in, especially since I was about to be interviewed by a Managing Partner. I knew that I had to shake off my nerves and be the only person I knew how to be… me.

Upon arrival, I initially spoke with a lady who ended up sitting with me on the couch to chat. She learned a little more about me and not only what I can do for the company.

Many questions can be answered simply by engaging and not going straight for the jugular. Being grilled with those cookie cutter questions in the past made me wonder if I was a Miss America contestant or a key suspect in a criminal case who was subpoenaed for court. After getting acquainted for a bit, it was time for my interview.

Another engaging conversation… I was still a little nervous, but at ease. It was finally refreshing to have dialogue that showcased my personality and talents to determine if both were suitable within the Encompass environment. I was introduced to my future co-workers. First impression? Friendly and genuine.

The managing partners have an open-door policy. Doesn’t that sound familiar? The difference here is that you’re heard. They listen to understand before responding, instead of listening solely to respond. If there are any concerns, work-related or personal, they’re addressed and not left floating in limbo.

Part of the Team

Regardless of our individual specialties, we work as a team. We’re there if our clients are in a pinch, needing immediate assistance on projects that require ‘all hands on deck’. Prepare a quick training to get us up to speed to comprehend your needs and we’ll keep the ball rolling until it’s time for it to stop.

This is the truest definition of a team that I’ve ever been a part of in my corporate career of 22 years. Solid foundations are built upon communication and trust, which leads to long-lasting relationships.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Today marks a special occasion. Today, Encompass Solutions, Inc. celebrates its 20th anniversary delivering an array of services to small and medium-sized businesses in manufacturing industries. While it may not be sensible for us to come together and celebrate at this time, we feel it’s important to mark the occasion and thank our staff, partners, and customers for their contribution to making this day possible. In the meantime, we’ll settle for a slightly self-serving new logo:

An image of the Encompass Solutions 20th anniversary logo

The consulting life is unique in that it demands many of us spend time away from our families for extended periods or work long hours to ensure projects are completed on time and within specifications. It’s not easy, but the rewards are great when seeing the efforts result in success for clients and growth for our team members.

Encompass Solutions opened its doors in 2001, driven by a handful of veteran consultants. Since then, we have grown to include more than 25 full time employees and dozens more specialist contractors skilled in business management, process improvement, ERP software, EDI, and managed services. To date, we have helped transform more than 750 small and medium-sized businesses. We look forward to serving the needs of many more over the next 20 years.

A Few Words From Our Leadership

The time has flown by. I had no idea when we started Encompass that we would still be here 20 years later, nor would I be able to envision how much we have developed. 

I must acknowledge that we wouldn’t be where we are without the many wonderful employees we’ve had over the years (those that are still with us and those that were here for a season) and the loyalty of our customers. 

It is inspiring to see all the ways so many of our customers touch our communities.  It is also amazing to watch our team evolve over the years –even with the changes, they have supported each other to build enduring relationships and friendships. 

  • Sonia Haslam, Managing Partner

As someone who deals more with behind-the-scenes operations, I want to commend our staff and customers for helping to build Encompass into the company that it is today.

Every day, I see the projects and relationships we share progress and deliver the results we expect. Our reputation among vendors, peers, and partners remains in high regard because of their direct contributions to our mission. Thank you to everyone who has built this company into the shining example we continually strive for it to be.

  • Jim Baggerly, Managing Partner

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Encompass solutions delivers an array of useful services to support your business beyond ERP implementation. Whether you need IT support for your on-prem or cloud-deployed ERP system, EDI management, or system patch management services, we are fully-equipped to deliver on your needs. Make use of these managed services promotions to ensure your business has the support necessary to enjoy continued success.

Keep in mind, These offers are applicable to any of the Managed Services coverage levels outlined HERE.

Managed Services Promotions

Whether assisting with infrastructure support, reporting customization, Epicor patch management or EDI managed services, we are proud to add value for our customers.

New Managed Services customers committing contracts can take advantage of considerable savings on waived fees and free services.

6-Month Commitment : on-boarding fee waived (up to a $2,000 value)

12-Month Commitment : on-boarding fee waived and an additional 1-month service included (up to a $4000 value)

Offer Terms and Conditions

  • To remain eligible for discounts, commitments must be signed by October 30th, 2020
  • Terms are based on your organization’s Managed Services proposal
  • If 12-month agreement is broken, the user owes remainder of contract and waived on-boarding fee
  • If 6-month agreement is broken, the user owes remainder of contract and waived on-boarding fee
  • Contract termination based on service subject to review and approval
  • As an introductory offer, contract promotions are available to new Managed Services customers only.

For any questions or to request customer referrals on our Managed Services offerings, please contact us to set up a meeting.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

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