ERP/CRM Week-in-Review: November 22, 2024 Edition #60

Welcome to The Partner Index week-in-review. Our mission is to keep you informed and up-to-date with the top stories that caught our eye from the last week in the ever-evolving ERP/CRM industry. These updates are categorized to make finding what matters most to your professional journey easy, and our global reach means you can keep your finger on the pulse of what’s happening in technology worldwide.

The Partner Index welcomes Optrua, specializing in Microsoft Dynamics 365 CRM Services. Optrua helps small- to medium-sized businesses refine sales processes and lead handling to achieve optimal growth.

Want to read about industry-specific happenings? Check out our “Articles” section for a variety of topics. You can also read our members’ posts here.

ERP (Enterprise Resource Planning

Microsoft Dynamics 365

Cleveland Electric Achieves ERP Success with Microsoft Dynamics 365 and SIS Construct 365 Solutions

Cleveland Electric has successfully gone live with Microsoft Dynamics 365 ERP and SIS Construct 365 solutions, including Project Cost Management and Advanced Labor. This strategic implementation streamlines operations, enhances real-time decision-making, and supports the company’s growth goals. With decades of partnership, SIS continues to deliver tailored, scalable solutions for large construction enterprises.

Read more about how this collaboration empowers Cleveland Electric to optimize efficiency and drive business success. Cleveland Electric Goes Live with Microsoft Dynamics 365 and SIS Construct 365 Solutions.

Talan Strengthens North American Presence with Thinkmax Acquisition

Talan has acquired Thinkmax Consulting Inc., a leading Microsoft Dynamics 365 partner, to expand its North American footprint and enhance its ERP, AI, and digital transformation services. This strategic move merges Thinkmax's expertise in Finance, Supply Chain, and eCommerce solutions with Talan's global capabilities, creating new growth opportunities and delivering greater client value.

With aligned cultures and shared innovation-driven goals, the integration ensures seamless operational continuity while solidifying Talan’s position as a leader in the technology consulting space.

Discover how this acquisition marks a milestone in Talan’s journey of delivering cutting-edge solutions to empower businesses worldwide. Read the full story now! Talan Expands North American Presence with Acquisition of Thinkmax Consulting Inc.

Streamline Your Operations with DBSync’s Prebuilt Integrations

Discover how DBSync’s new prebuilt integrations suite transforms digital operations for mid-market and enterprise businesses. By connecting platforms like NetSuite, HubSpot, Microsoft Dynamics 365 Business Central, and FTP systems, DBSync helps organizations automate workflows, eliminate manual data entry, and gain real-time visibility across critical processes.

From accelerating financial processes to optimizing inventory management and scaling operations, these integrations are designed to address common business challenges while driving efficiency and growth.

Explore how companies like Phocuswright have revolutionized their operations with DBSync’s solutions and see how these tools can help you focus on strategic growth.

Read the full article to learn more! DBSync Unveils Prebuilt Integrations to Accelerate Digital Transformation for Mid-Market and Enterprise Businesses.

Oracle, JD Edwards, and Netsuite

Thomson Reuters Teams Up with Oracle to Revolutionize E-Invoicing

Thomson Reuters has announced a groundbreaking integration with ONESOURCE Pagero and Oracle Cloud ERP, supported by Accenture, to simplify global e-invoicing compliance. This partnership empowers businesses to manage invoicing workflows seamlessly within their ERP systems, reducing complexity and ensuring compliance with stringent international mandates. With enhanced data accuracy and streamlined processes, this collaboration offers a powerful solution for multinational organizations navigating evolving global e-invoicing requirements.

Learn how this partnership transforms the e-invoicing landscape and drives efficiency for businesses worldwide. Thomson Reuters Expands Oracle Partnership with Integrated E-Invoicing Solutions.

Acumatica

Business Consulting Leader LLC Joins Acumatica’s Services Partner Program

Business Consulting Leader LLC (BCL), a Technology Leader Companies LLC subsidiary, has officially joined the Acumatica Services Partner Program. This milestone enables BCL to expand its offerings, including innovative ERP solutions like subscription-based ERP Admin Services and design-only project support, setting a new standard in the Acumatica ecosystem.

Founder Jeremy Potoka highlights the company’s commitment to excellence, ensuring clients and partners receive unparalleled service throughout their ERP journey. With plans to showcase its offerings at the Acumatica Summit 2025, BCL is poised to drive success for businesses ranging from $5M to $400M+ in revenue.

Learn more about BCL’s unique services and their impact on the Acumatica community. Business Consulting Leader LLC Joins Acumatica’s Services Partner Program, Enhancing ERP Offerings.

SAP

Streamlining UK Government Operations with RISE with SAP

The UK Government’s Unity Cluster, comprising HMRC, the Department for Transport, and the Ministry for Housing, Communities and Local Government, has partnered with SAP to revolutionize its HR, Finance, and Procurement services. Powered by RISE with SAP and supported by Deloitte, this initiative introduces a secure, cloud-based platform to enhance efficiency, improve user experiences, and drive data-led decision-making for over 100,000 civil servants.

The key to the partnership is SAP’s UK sovereign cloud capabilities, which ensure compliance with stringent data residency and security standards. This transformation represents a significant step forward in the government’s Shared Services Strategy, reducing manual workloads and empowering departments to focus on delivering impactful public services.

Read the full story to learn how this initiative sets a new benchmark for ERP transformation in the public sector. Unity Cluster Embraces Cloud Transformation with RISE with SAP.

Redefining Workplace Productivity: SAP and Microsoft Unite AI Power

Discover how SAP and Microsoft are reshaping productivity through the seamless integration of SAP’s AI copilot, Joule, and Microsoft 365 Copilot. Highlighted at Microsoft Ignite, this groundbreaking collaboration bridges business applications to deliver streamlined workflows, enabling users to access data and complete tasks effortlessly across both platforms. With a limited preview expected by the end of the year, this innovation is setting a new benchmark for efficiency and collaboration.

Don’t miss this exciting update on the future of workplace integration! SAP and Microsoft Forge a New Era in Workplace Productivity with AI Copilot Integration.

Coveo Expands Partnership with SAP to Elevate Customer Experience

Coveo has announced an exciting expansion of its partnership with SAP, introducing Coveo AI Search and Recommendations for SAP Customer Experience as an SAP Endorsed App. Now available for SAP Commerce Cloud and SAP Service Cloud, this innovative solution leverages AI to deliver personalized, accurate, seamless experiences across customer touchpoints.

From guiding shoppers to relevant products to equipping agents with precise answers, this collaboration empowers businesses to enhance satisfaction and streamline operations. Backed by SAP's rigorous certification, Coveo’s solutions transform how enterprises engage with customers in the digital age.

Discover how this partnership sets a new standard for intelligent, AI-driven customer journeys. Coveo Expands Partnership with SAP to Revolutionize Customer Experience with AI.

Other ERP News

BioMar's Global Digital Transformation with Fortude and Infor CloudSuite

BioMar, a global leader in sustainable aquaculture feed, has taken a significant step toward becoming a fully digitized enterprise. Partnering with Fortude, they successfully upgraded their ERP systems from Infor M3 to Infor CloudSuite Food & Beverage across plants in Vietnam, Norway, the UK, and Australia. These upgrades are streamlining operations, enhancing data visibility, and advancing sustainability efforts by minimizing waste.

Fortude’s expertise has been instrumental in tailoring solutions that align with BioMar's vision for operational excellence and environmental responsibility. This partnership highlights how technology and collaboration can drive innovation and create cohesive digital solutions across global operations.

Read the full story to see how BioMar is transforming its business for the future. BioMar Advances Digital Transformation with Fortude, Upgrading to Infor CloudSuite Food & Beverage Across Key Regions.

Protect Your Business with Attivo’s New Disaster Recovery Solution

The Attivo Group has unveiled an innovative Disaster Recovery Solution to safeguard small and mid-sized businesses (SMBs) using on-premises systems. This new offering provides affordable, secure data backup and business continuity in the face of natural disasters, power outages, or cyberattacks. Starting at just $299 per month, this solution bridges the gap for businesses not ready for complete cloud migration.

In addition, Attivo welcomes Mark Simmerman as Cloud Business Manager. With over 25 years of ERP and IT expertise, including a CISSP certification, Mark will lead cloud security initiatives and reinforce Attivo’s commitment to delivering robust, client-centered solutions.

Learn how Attivo protects businesses and optimizes operations. The Attivo Group Enhances Cloud Hosting with New Disaster Recovery Solution and Leadership Expertise.

Transform Your Business with ERP Accounting Software

Discover how ERP accounting software is revolutionizing financial management for growing businesses. This comprehensive article explores how ERP systems simplify complex accounting tasks, integrate multiple business functions, and provide real-time insights to drive smarter decision-making. Learn about key features like financial reporting, budgeting, compliance, and multi-currency support, and uncover the benefits of streamlined operations, improved accuracy, and scalability. Whether you’re looking to save time, cut costs, or stay ahead of market demands, ERP software provides the tools to unlock sustainable growth.

Read more to see how ERP can transform your business! Revolutionizing Business Growth: How ERP Accounting Software Simplifies Success.

Nomad Foods Revises 2024 Outlook Amid ERP Challenges

Nomad Foods, the company behind iconic brands like Findus and Iglo, recently adjusted its 2024 financial guidance due to disruptions from an Enterprise Resource Planning (ERP) system implementation. Despite temporary headwinds impacting operations and supply chains, the company reported impressive Q3 results, including a 14.5% increase in gross profit and a 28% rise in adjusted EPS. CEO Stéfan Descheemaeker emphasized a focus on market share recovery and strategic investments to drive momentum in the fourth quarter.

Read the full story to learn how Nomad Foods navigates ERP challenges and positions itself for future growth. Nomad Foods Adjusts 2024 Forecast Amid ERP Implementation Challenges.

Gotomyerp Expands ERP Solutions with Strategic Acquisition

Gotomyerp, a leading provider of secure cloud hosting for QuickBooks and Sage applications, has announced its acquisition of Emerge Business Consulting. This partnership enhances gotomyerp's offerings by integrating Emerge's expertise in ERP consulting and business process optimization with Gotomyerp’s secure, scalable cloud solutions. Clients now benefit from an end-to-end ERP experience, including expanded Sage software offerings, tailored consulting services, and seamless cloud integration.

Read more to discover how this collaboration streamlines operations, boosts efficiency and transforms business ERP capabilities. Gotomyerp Expands ERP Capabilities with Acquisition of Emerge Business Consulting.

CRM (Customer Relationship Management)

Transforming CRM with AI: Veeva Unveils Vault CRM Bot and Voice Control

Veeva Systems introduces two groundbreaking generative AI features for Vault CRM: Vault CRM Bot and Voice Control. These tools deliver context-driven assistance and hands-free functionality designed to enhance field productivity. Vault CRM Bot enables tasks like pre-call planning and recommended actions, while Voice Control leverages Apple Intelligence for seamless voice command operation. Both features, included at no extra charge starting in late 2025, reflect Veeva's commitment to innovation in the life sciences industry.

Learn how these AI-powered capabilities are setting a new standard for CRM productivity. Veeva Unveils AI-Powered CRM Bot and Voice Control for Vault CRM.

Unanet Enhances CRM with Procore and Other Integrations to Boost AEC Efficiency

Unanet has expanded its award-winning CRM platform with new bidirectional integrations, including Procore, OpenAsset, and Viewpoint Vista. These integrations are part of Unanet's growing ecosystem of over 30 pre-built applications designed to help AEC firms eliminate data silos, enhance collaboration, and drive data-driven decisions. Unanet CRM empowers businesses to streamline operations and improve project outcomes by unifying key processes like pipeline management and proposal automation.

Learn how these enhancements can transform your firm’s productivity and operational efficiency. Unanet Enhances CRM Platform with Bidirectional Procore and Expanded Integrations.

Generative AI and Microsoft 365 Copilot

Jamf Expands Microsoft Partnership with Azure-Based Solutions

Jamf has taken a significant step forward in its collaboration with Microsoft by launching Jamf Pro and its complete commercial product suite on the Azure Marketplace. This integration simplifies device management for organizations using Apple devices while enhancing security with the newly available Jamf plugin for Microsoft Copilot. As a newly designated ‘Microsoft top-tier co-sell partner,’ Jamf unlocks exciting opportunities for customers, delivering streamlined procurement and seamless integration into existing IT environments.

Learn how this partnership is driving value for businesses and transforming device management. Jamf Expands Microsoft Partnership with New Azure-Based Solution.

Unlock the Power of AI with Snowflake and Microsoft’s New Integration

Snowflake and Microsoft have teamed up to transform AI app development and data collaboration with their new Power Platform connector. This integration was announced at Microsoft Ignite and enables seamless, bidirectional data sharing between Snowflake’s AI Data Cloud, Microsoft Power Platform, and Dynamics 365. With enhanced data governance and security, developers and business users can create AI-driven enterprise applications faster.

Discover how this collaboration simplifies workflows, boosts productivity, and delivers actionable insights to drive business innovation. With public preview access available now and new features expected in early 2025, this partnership sets the stage for the future of enterprise AI.

Read the full article to learn more about how this integration can elevate your business. Snowflake and Microsoft Team Up to Simplify AI App Development and Data Collaboration.

Copilot Takes Center Stage at Microsoft Ignite 2024

Explore how Microsoft is revolutionizing business productivity with the latest updates to Microsoft 365 Copilot, unveiled at Ignite 2024. From powerful automation features like Copilot Actions to customizable AI agents in SharePoint, these innovations are designed to simplify workflows and enhance efficiency. Discover new tools like the Copilot Control System, advanced analytics with Viva Insights, and enhancements in Teams, Outlook, and Business Chat. Don’t miss how these cutting-edge updates can transform your organization’s approach to AI-driven productivity.

Read the full article to learn more! Microsoft Copilot Takes Center Stage at Microsoft Ignite 2024.

Tech Events Update

Check out The Partner Index Events page for tech events throughout the year.

Other Technology News

Unlocking Microsoft Fabric's Potential: Key Highlights from Ignite 2024

Microsoft Ignite 2024 brought exciting updates to its data platform by introducing SQL Database in Fabric—a new serverless relational database built on the Azure SQL Database platform. This enhancement aims to strengthen Fabric's role as a unified data hub for businesses.

However, challenges remain. From monitoring limitations and resource management complexities to security and deployment hurdles, Fabric's evolution still has room for growth. This article dives into the technical innovations, the current gaps, and what Microsoft can do to refine Fabric into a robust, enterprise-ready solution.

Discover how these changes impact your data strategy and explore expert insights on the future of Microsoft's data platform. Microsoft Fabric at Ignite 2024: Progress and Challenges.

The Partner Index (TPI) Welcomes Industry Veteran Shannon Woolford as Business Development Manager

The Partner Index (TPI) announces the addition of Shannon Woolford to its team as Business Development Manager, effective immediately. Shannon brings a wealth of experience and an unwavering passion for enhancing customer experiences.

Unique qualifications mark Shannon's career. She spent 26 years at Scotiabank, honing her expertise in retail banking. Following this, she excelled in inside sales at Ottawa Fastener Supply for 5 years. Her academic background is equally impressive, holding a Bachelor's degree in Psychology from Carleton University and a Business degree in Marketing from Algonquin College.

Her dedication extends beyond the professional realm, as she volunteers for the Terry Fox Foundation, HOPE Volleyball, and Ottawa DragonBall. Shannon's unwavering commitment to customer satisfaction is evident in her words: "My passion is the customer experience! I'm excited to join The Partner Index and help build the platform."

Jon Rivers, CEO of TPI, expressed his excitement about Shannon's arrival: "We are delighted to welcome Shannon to the TPI family. Her extensive experience and dedication to customer excellence make her the perfect fit for our team. Shannon will play a crucial role in helping our members maximize the value of the TPI platform."

You can connect with Shannon at [email protected].

Learn more: The Partner Index (TPI) Welcomes Industry Veteran Shannon Woolford as Business Development Manager.

About The Partner Index

The Partner Index (TPI) is a portal for companies seeking ERP and CRM ISVs and Partners to provide complete solutions or add-ons for existing systems. It’s easy to use, and you can search for companies by name or solution category and view company profiles to help you identify the right solution provider for your needs.

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