Top 5 Reasons You Have
Outgrown QuickBooks

Presented by: Dan McGuckin, MBA, PMP, CPIM
Dan.mcguckin@teamtag.net
Top 5 Reasons You Have
Outgrown QuickBooks
Dan McGuckin – MBA, PMP
•23 Years of selecting and implementing ERP
and CRM sys...
#1 - It's Too Hard To Find Out What's Really
Happening Across Your Business Right Now
• You're wasting time playing “Hunt ...
#1 Example – Downwide Solutions
Provides Wind Farms Maintenance Services:
Symptoms
•Sales, Project Management and Accounti...
#2: Too Much Time Re-Entering and
Reconciling Data across Systems
• Paper trails of sales orders, manual order entry and
i...
#2 Example-Elevation Services
Law Firm / Legal Department Outsourced Services
Symptoms:
•Sales Reps are producing proposal...
#3: You're Losing Sales Because You Can't
Get Information Where It's Needed Fast
Enough
• Customer service fails because a...
#3 Example-Spheran
Importer/Distributor of Electronics
Symptoms:
•Out-of-stock for “A” Customers even though they provided...
#4: You're Doing More of Your Accounting
Outside of QuickBooks Than In It!
• Finance staff members are using several diffe...
#4 Example-Energize
Manufacturer of new cell phone batteries
Symptoms:
•Because of different ownership, data is taken from...
#5: You Spend Too Much Time Worrying
About Technology Instead of Focusing on
Business Results
• You keep on putting off up...
#5 Example-Promedic
Provider of mental heath care services across the U.S.
Symptoms:
•Management is penny-wise and pound-f...
TAG-Information Systems Division
Dan.McGuckin@teamtag.net

• Helping CEO’s with IT fear and loathing
for over 20 years.
• ...
NetSuite is the World’s #1 Cloud
Business Management Software Suite

TAG is Southern California’s Premier NetSuite
Solutio...
TAG
NetSuite Solution Provider
• Top Reasons to Buy
NetSuite from TAG
1. Team Continuity
2. Responsiveness
3. Proactive
4....
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Top 5 Reasons You Have Outgrown QuickBooks by TAG, Southern California's Premier NetSuite Solution Provider

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Discover top 5 reasons your organization has outgrown QuickBooks with case study examples. TAG has over 20 years providing software solutions to growing organizations with selection, implementation and customization of ERP and CRM systems. NetSuite Solution Provider. Sage Authorized Partner

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Top 5 Reasons You Have Outgrown QuickBooks by TAG, Southern California's Premier NetSuite Solution Provider

  1. 1. Top 5 Reasons You Have Outgrown QuickBooks Presented by: Dan McGuckin, MBA, PMP, CPIM Dan.mcguckin@teamtag.net
  2. 2. Top 5 Reasons You Have Outgrown QuickBooks Dan McGuckin – MBA, PMP •23 Years of selecting and implementing ERP and CRM systems. TAG www.TEAMTAG.net •Information Systems Division •Outsourced Accounting •Family CFO
  3. 3. #1 - It's Too Hard To Find Out What's Really Happening Across Your Business Right Now • You're wasting time playing “Hunt the Spreadsheet”. • You see a lot of email space being used by Excel attachments. • Your management reports are prone to errors, or are out of date. • Simple QuickBooks reports take an unacceptable amount of time to run or print.
  4. 4. #1 Example – Downwide Solutions Provides Wind Farms Maintenance Services: Symptoms •Sales, Project Management and Accounting operating independently. •Spanning the above: Allocating human resources, invoicing the customer •Reconciling billing to proposal •Monthly closing process takes 5-7 days.
  5. 5. #2: Too Much Time Re-Entering and Reconciling Data across Systems • Paper trails of sales orders, manual order entry and invoicing. • Incorrect customer information resulting in customer dissatisfaction. • Slow and disjointed approval processes • Financial consolidation simply takes ages • Sales forecasting and budgeting processes rely on too much guesswork
  6. 6. #2 Example-Elevation Services Law Firm / Legal Department Outsourced Services Symptoms: •Sales Reps are producing proposals with old pricing and there is no approval process, and no audit trail on changes to the S/O. •Offices are in other countries and being able to see budget-toactual for a given service line across subsidiaries would a full week of a person’s time, especially of different currencies. •Revenue recognition requires yet another person. •Accounting is always angry at Sales: forecasts don’t match budgets; operating “off of the reservation”.
  7. 7. #3: You're Losing Sales Because You Can't Get Information Where It's Needed Fast Enough • Customer service fails because agents don't have up-to-date info. • Stock never seems to be where customers want it. • Customers and vendors can't self-serve information on the website. • You can't easily collect and filter customer info for sales campaigns.
  8. 8. #3 Example-Spheran Importer/Distributor of Electronics Symptoms: •Out-of-stock for “A” Customers even though they provided a forecast. •Product is shipped across the country, overnight, at no charge. •Frequent change orders to overseas suppliers. •Purchase Planning takes close to a month. •The warehouse is a mess, with one product being kept in multiple picking locations. •Bottom line: Company is anemic - customers are sucking the profit out of orders because the system does not allow for variable item pricing structures.
  9. 9. #4: You're Doing More of Your Accounting Outside of QuickBooks Than In It! • Finance staff members are using several different applications to do their jobs. • It's too difficult to add new sales channels, product lines or locations. • You can't adapt fast enough to changing business conditions.
  10. 10. #4 Example-Energize Manufacturer of new cell phone batteries Symptoms: •Because of different ownership, data is taken from QB and is re-entered into other applications in order to generate the appropriate financial statement for a given partner. •Financial reports do not “foot”. Financial reports do not “foot” with sales reports or inventory reports.
  11. 11. #5: You Spend Too Much Time Worrying About Technology Instead of Focusing on Business Results • You keep on putting off upgrades and improvements because of the cost and disruption. • You're constantly worrying about backups, server failures, malware and data security. • The time it takes before you see a return makes you nervous of investing in new technology.
  12. 12. #5 Example-Promedic Provider of mental heath care services across the U.S. Symptoms: •Management is penny-wise and pound-foolish. •They have a customized system that hasn’t been upgraded for over three years. •An ROI on improvements is either avoided or mistrusted. •It seems like management is paralyzed.
  13. 13. TAG-Information Systems Division Dan.McGuckin@teamtag.net • Helping CEO’s with IT fear and loathing for over 20 years. • Hands-on experience with a dozen ERP applications. • Software selection first–representation second. • Outstanding project management.
  14. 14. NetSuite is the World’s #1 Cloud Business Management Software Suite TAG is Southern California’s Premier NetSuite Solution Provider TAG’s team of NetSuite experts provide turn-key solutions and a fullsuite of services from selection to implementation and integration, customization, add-ons and NetSuite training and on-going support. www.teamtag.net
  15. 15. TAG NetSuite Solution Provider • Top Reasons to Buy NetSuite from TAG 1. Team Continuity 2. Responsiveness 3. Proactive 4. Physical Presence Contact TAG 888-TEAMTAG Request ERP Evaluation View Product Demo Receive a Pricing Quote

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