What's a Visual South Account Review?

Knowledge is power

The power of an ERP solution is highly dependent on the knowledge of the company using it.  One company can use the software really well, while another company, well, not so much.  We often use the analogy of an airplane; the airplane is built to fly, but it only works if there is a pilot sitting in it that knows what he is doing.  Is your company flying the plane, or figuring out how to open the cockpit door?

The path to understanding

All of our customers are on different journeys with their ERP solution, and those situations are constantly changing.  Our customers experience turnover, and turnover causes an erosion of knowledge as it relates to their ERP.  Someone leaves, and their knowledge of the ERP and processes it supports walks out with them.  Someone new is hired, and typically they are “trained” by someone who may have some idea about how the software works, or they may be told what buttons to click in order to accomplish a task. Then, the new person is left to figure it out from there.

If this cycle happens multiple times, in multiple departments, it can have a real negative affect on a company and its operating efficiency.  Typically, people default to using tools they understand (like Excel, Access, paper, etc.) to solve a problem, rather than fully exploring or understanding their ERP’s capabilities.  The company then can devolve in to a situation where they are barely using the ERP at all, much less for its original purpose.

So, how is this cycle broken?  Usually, someone at the company takes a look around, and cannot believe what has happened, and starts to push back on all of the spot solutions.  They intuitively know that the ERP is not being used to its fullest, but they don’t know what to do, and they raise their hand and ask for help.  This is where a Visual South Account Review can be extremely helpful.

What do you do in an Account Review?

There are a variety of things we can do in an Account Review, but the first step is having a conversation to get a better understanding of YOUR unique situation.  Based on that, we ordinarily will do these sorts of tasks:

• A review of what you own
• A comparison of what version you are on versus the current version, and what features are available to you at no charge
• A review of what you don’t own (are there optional modules available that may benefit you?)
• A high level assessment of your users engagement with the solution (Are people creating processes or spreadsheets to solve a problem because they are unaware of a capability in the ERP that would solve the same problem?)
• A presentation of these findings to executive management and/or ownership, along with suggestions for next steps

A real “no brainer”

The best part of the Account Review is that we do this for our customers at no charge.  We want our customers to gain the most benefit possible from their investment.  We want all of our customers to be able to pilot the plane!  Interested in learning more about an Account Review? Start the process!

Start the process