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

 

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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.


In an industry like manufacturing that’s remained the backbone of economies all over the world for centuries, change has always been a constant. After all, transformation is at the heart of manufacturing, utilizing the resources and raw materials of the world to create objects that are more valuable than the sum of their parts. But in 2021, the world’s most valuable resource isn’t something that can be formed into a shape. Well, not exactly.

In just about every industry you could think of, data and analytics have changed the way business is done in ways that still don’t seem possible. It’s changed the way publishers distribute information, the way banks buy and sell assets, and the way advertisers reach new audiences. And in this short but sweet e-Book, we’re going to show you what data can do for you and your manufacturing operation. Imagine if information technology didn’t require an IT professional to process it. Imagine creating products that customers want, before they even know that they want them. Imagine machines that tell you they are in need of repairs, months before they break down.

These might sound like futuristic fantasies, but in factories across the country, all of the above is already happening. And with modern Enterprise Resource Planning ERP software, capable of mining and processing data and analytics for all aspects of your business, they could begin happening at your factory as well.

 

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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.


Companies justify moving to a standard enterprise resource planning (ERP) solution based on a number of compelling reasons. By supporting a single system rather than several smaller and disparate systems, they can enjoy economies of scale. Additionally, having a single application architecture with fewer user interfaces creates lower integration costs. Plus, with common task automation and easier access to more information, businesses gain efficiencies not available when employees use multiple systems.

While the case for standardizing on a single ERP system can be relatively straightforward to make, the costs and impacts are sometimes easy to overlook. Companies should take into consideration a number of factors to help ensure a successful implementation.

 

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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.


As regulatory and compliance standards grow more stringent, supply chains lengthen and become more complex, data is distributed in silos across an enterprise and decision making becomes ad hoc and reactionary. Consequently, quality and the people responsible for ensuring it are under more pressure today than ever before.

Rock-solid product quality is the backbone of brand reputation and brings a premium to quality-centric organizations. Quality products and services establish and reinforce lifelong loyalty, market dominance and profitable businesses. Epicor QMS helps market leaders design, deliver and optimize comprehensive quality management systems (QMS) and environmental, health and safety (EHS) management programs for multinational organizations as well as mid-sized businesses. Epicor serves the strongest companies in the world and our software helps them stay that way.

 

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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.


Centralized collaboration technology in cloud ERP solutions can help you manage operations more efficiently. It brings employees together from locations around the world by hosting data and information that serves as a single source of truth. Your organization has the ability to share information that offers these surprising benefits along the entire supply chain.

 

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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.


Automate repetitive modeling processes and generate exports without wasting valuable engineering time. Epicor ConfigLink allows you to push ERP configuration parameters to configure and produce 3D models, images, and drawings of configured products.

 

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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.


Senior level executives are at the core of any big departmental change. Success and failure rests on their shoulders. They need to be involved. Despite the pressure of this role, you can help them understand they don’t need to do everything.

Their job is to ensure new strategies align with overall business goals and changes are clearly laid out for employees. Your job is to convince them that Field Service Management (FSM) software does, in fact, align with business goals and explain how you’ll handle the transition. Take some pressure off executives by showing them you’ve done the research to get the program off the ground and you understand what it takes to succeed.

 

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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.


As our world changes, we’re becoming more connected in all aspects of our personal and professional lives. While the number of connected devices increases, the cost of technology is decreasing, and fundamentally changing our expectations. The pervasive use of smartphones, smartwatches, and home virtual assistants serves up a steady stream of information that keeps us always connected to nearly whatever and whoever we choose. Now, facilities are increasingly becoming connected—like connected cars, connected cities, and connected flights. That means organizations are also creating new connections—like connected factories, warehouses, and machines, as well as the underlying software—to innovate how they leverage data for productivity gains, savings, and revenue growth.

 

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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.


The software as a service (SaaS) model of application delivery, more commonly known as “cloud deployment,” in which software features are accessed through a Web browser, is an excellent way for manufacturing companies to get the benefits of enterprise resource planning (ERP) systems without the need to build additional IT infrastructure. ERP functionality delivered “from the cloud” avoids the complexity and costs that often accompany on-premises ERP implementations, and typically provides a much more favorable total cost of ownership (TCO), compared to legacy on-premises deployment. Companies subscribe to the software features that they need and can add new ones as business requirements change, without buying additional servers or storage to support new functionality. The ERP features are the same as for an on premises ERP system, except that it is hosted and maintained on the cloud provider’s infrastructure.

Epicor Software Corporation is a leading developer of ERP software and systems based in Austin, Texas, with more than 40 years of experience in building ERP systems for thousands of customers around the world. Christine Hansen, a product marketing manager at Epicor with experience in the manufacturing business sector, presents some of the best practices used by discrete manufacturers. She also explains the benefits of the Epicor Cloud ERP solution.

 

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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.