Sage 300 ERP (ACCPAC) & IT Managed Services Blog 


Developing A Small Business For Now and Beyond

Growth of a business comes from within the organization. Many businesses start out small and stay small, because they have failed to implement an expansion plan, or create a plan that works. Develop a positive growth strategy for now and beyond, and turn a  Small Business into a mega business in five simple steps. To start off;

 Think Big – Plan Huge

Penetrate the Current Market. Inprovise a plan to sell more products that customers love in large quanities. Think of new ways for customers to use the same products, but in different ways. For instance, baking soda is used for cooking, but it is effective in eliminating odors. In other words, improve upon existing products.

Develop an Extended Marketing Audience. Market develop allow companies to offer their products to new customers in another city, state or country. Find ways to advertise to a diverse audience. If local customers cannot get enough of a great product, other customers far away will probably feel the same way. Put it out their and let the customers decide.

Use Diverse Marketing Strategies. What is the point of having great products if no one knows they exist. Think outside of the box in terms of getting new and existing products into the homes of potential customers. Take advantage of every possible marketing resource onsite and offsite. Millions of customers are online looking for great deals. These customers use non traditional means such as social networking, to seek and search for the products they need. Take advantage of these types of marketing opening. Advertise on social media sites, through email, text, direct mail, Youtube, and other online sources.

Develop and Introduce New Lines of Products. Customers love choices. Add new products to an existing line of products as often as possible. This strategy works best with existing customers. Offer products at an introductory discount price for a specific time, or as a new “hot item.”

Go Beyond the Norm. New customers demand New Products. Times are changing, and so should an existing inventory. More and more companies are offering new products to attract new customers. Why sell only ice cream machines, when customers are asking for popcorn makers, cookie cutters and party balloons. Follow the example of a party supplier. Customers can order and purchase everything they need for any type of party from one vendor.

Marketing Tips

When it comes to marketing, be diverse in terms of audiences and products. Thrive to reach audiences from others locations, and introduce new products to existing customers. Advertise products using traditional and non traditional marketing strategies. For more information on how we can help your business contact us today, and let’s get started.

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Sage 300 ERP for Distribution monitors stock levels and supply chain; operating margins can improve.


Monitoring operations

Costs. Wastes. These are two critical components in the distribution sector that managers deal with on an hour-by-hour basis.

While it’s crucial to have real-time data available to monitor areas like ongoing sales and stock levels, many operational  procedures are still tied to antiquated methods of accessing and sharing information, such as using Excel spreadsheets to track sales and expenses, while relying on email or Word documents for collaboration.

Both hold data in isolated silos of documents and files, and neither offering real-time integration to facilitate decision making.

Such challenges increase exponentially when multiple locations are involved. What’s needed, is a single platform, such as the Sage 300 ERP for Distribution to monitor all phases of the distribution and supply chain.

The results are seen in the opportunity for more accurate sales forecasts and more accurate inventory control. More importantly, the customer’s needs are being met with more efficiency, particularly when special customer demands are implemented into the mix.

The modular aspects of the Sage software makes it easy to customize, as well as to expand as operations demand. Overall, the Sage ERP solves problems when it comes to sizing up demand with stock levels; adding improvements to operating margins as well as improving customer service and vendor support.

Contact us. Discover how Unifsoft can provide the right Sage product can grow with your business without the expensive upgrades from out-of-the box software.

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Sage 300 ERP provides data support in the field for better decision making; more transparency.

Published on September 19, 2014 by in Accpac, ERP


Choosing an off-the-shelf software as a productive tool in business has immense limitations. For sure, as a company expands its need for better data support, and data transparency, can grow exponentially.


Worse still, when information, documents and files are residing on multiple PCs, productivity can nosedive: too much time is spent searching too many unrelated files for inaccurate or incomplete data.


Workers in the field, who may be relying on real-time data to make project decisions, know just how ineffective the flow of information can be if they are unable to access urgent information themselves; this, to reduce the possibilities of downtime.


Sage 300 ERP integrates the data from every segment of the business, making it available in real time. Financials? Not only is the software ideal for generating financial reports, but it provides that critical data needed for any sales and service part of the organization.


What’s more, in this age of Big Data, the platform is capable of pulling in data to help ID ongoing issues as well as conduct meaningful analysis on demand.

Customers are better served when sales and service can manage their orders and requests seamlessly. Questions can be answered and areas of crossover sales can be identified without delaying the process by relying on numerous software platforms that are not in anyway connected to a single database.

When ordering parts or supplies, old methods like retrieving purchasing history from Outlook email files, or opening an Excel spreadsheet, can only lead to inaccurate tracking and lost orders.

With Sage, key decision makers, whether they be in the field, on the road in sitting in a client’s office, can draw on real-time budget and expense reports to gauge the success of ongoing projects—without stopping the workflow to wait for the information to get back to them from the home office!

Learn more about the Sage 300 ERP advantage for your business, and how its scalability can mean lower costs as your business grows: contact us today.


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Sage 300 ERP for First Nations expandable as income streams grow.

The complexities involved with asset management, financial reporting and tracking agreements is the backbone of the Sage 300 ERP for First Nations. This enterprise resource planning platform (ERP) makes available critical information at the time it’s needed; this, without moving in-and-out-of the software to access stand-alone files.

For example, keeping track of band housing, and managing property information can be a complex issue using old methods, such as Excel or Word and hand-written notes.

What’s more, the management of member services is easily accomplished with entries within the platform; this, without having to pull in other documents that may be incomplete or updated by unauthorized users.

Furthermore, with the increased use of e-documents, tracking government notices and filings becomes more intuitive and timely.

Overall, the Sage platform means a unified approach to document management, saving time—and money—to apply those savings in other areas of need. For example:

  • Departments can make entries and access information across the platform, whether they are in the field, or attending a band meeting.
  • Breaking news affecting the band community, such as the release of anticipated funds, can be turned into immediate financial reports to aid forecasting.
  • Multiple budgets, including a general ledger with up to 99 years of history (Premium), make this software a smart addition to the accounting and financial service aspects of the organization.
  • In addition, the Sage 300 ERP payroll reduces administrative time, and expenses, allowing easy-to-configure changes to sync with band revenue streams.

Discover the Sage 300 ERP advantage: contact us today.

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Sage 300 ERP for Mining tracks setup, production and on-going financials seamlessly.

Keeping track of the information and data sources related to mining activities requires a single-source platform that’s customized for this industry.

Past methods of using numerous silos to store data, and spending unproductive time retrieving it, impacted the bottomline because decision makers had incomplete, or inaccurate information.

That’s why a single-entry system, which is the cornerstone of the Sage 300 ERP for Mining, is well suited for this sector. Key decision makers, for example, can follow the flow of information with the assurance that only authorized users have access—on-premise or in the field via mobile devices.

The ‘requisition’ process is made easier and each shaft, for example, is allocated the correct expenses, thus enabling tighter cost controls. At the end of the month, there is no need to reconstruct expense allocations as all the user profiles are assigned to the correct workflows.

Old methods of tracking the costs associated with the open pit can be inexact because of ever-changing factors effecting the overall costs. For example, machinery rental and diesel costs per shaft are easily assessed with the SAGE platform. Financial reports can be pulled at any point of the mining operation to capture the overall profitability per shaft.

The SAGE modules can be customized to monitor areas like site survey data, costs for shaft sinking as well as the accumulation of waste product. All such data is linked with the proper ‘paper trail’ for upper C-Level decision makers to assess at any time.

Contact us. Discover how Unifsoft can provide the right Sage product that is expandable as your business grows.

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Database Management for Small Business

Database Management for a small business is one of the essential parts of having a strong online presence and creating an environment that is conducive to good sales and public relations.  Setting up a database management system allows you to freely store, access, modify, look up, manipulate and add information within the database. To help you better understand some of the basics for database management systems, we here at Unisoft offer the following helpful hints and practical hints.

  1. In order for your database system to run quickly and effectively, you need to ensure you have servers that are large and powerful enough to operate the databases.  The database servers are computers that are strictly reserved for only one task- holding and running the database management system.  Ensuring your servers are fast enough and powerful enough will keep the data flowing freely and will reduce the instances of lag and other loading and sharing problems that can creep up.
  2. Manage the database and related systems wisely and they will yield the greatest return for you and your business.  Allow only a select group of highly trained workers enter and manipulate the data. Just about anyone can search and retrieve data from a system with minimal training but to be granted access to the inner workings of the database and be able to add, delete, and manipulate data needs to be done by highly trained employees who know what they are doing. Make sure everyone who has access to the database receives the same training.
  3. Remember to back up your records and files.  As wonderful as these technological advances are, there is still a lot that can go wrong.  Having several back up versions of your database records can help you in the event the database crashes, goes off line, is hacked, or suffers some other problem.  Take advantage and keep backup copies of the database, and remember to update it often; also consider whether or not it would be advisable to keep a hard copy record of your information- even just of your top clients, the most important records, or the data that would be key to your business’ operation.

Database management systems are an amazing invention that has forever changed how small businesses manage and operate. Records can be stored for years and easily accessed with just a few key strokes and clicks of the mouse. It can help manage employee and customer records, track sales and purchases, maintain records of transactions, and the data can even be used to generate predictive models for future outlooks. With the help of skilled professionals, database management systems can alter the way your business works and operates- for the better. contact us today to see what difference Unisoft can make in your small business operations.

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The Many benefits of Using the Cloud for Data Backup

Published on August 7, 2014 by in General, IT

Cloud data backup is quickly becoming one of the most common ways to backup one’s irreplaceable data. Whether its digital family photos or a document vital for your business, losing data can be devastating and frustrating. Hard drives are prone to failure and while you back something up in multiple places there is still the possibility that it will be lost.

When using the cloud to backup your important data you’ll have piece of mind that you’re doing all that you can to keep it safe.  Furthermore, using the cloud means that you can access those files from any device, anywhere that you have internet access.

One of the biggest benefits of using cloud backup is that it is done automatically. Its easy to forget to backup your important files, but when it’s automated that’s alright. You simply select which folders you want to keep backed up and the service does the rest. It will routinely backup these folders to the cloud with no additional work from you.

Backing up your data is not always cheap, especially when you’re trying to buy multiple external hard drives. It also can take a long time to set them up and manually complete routine backups. With an online cloud backup service the setup costs are lower than traditional backup methods. The cloud can also provide a better ratio of space to cost than buying your own additional hard drives.

Backing up on the cloud is great for collaboration purposes. If desired, multiple people can access the same files allowing you to quickly update and share work across the web.

At Unisoft we provide offsite cloud data backup along with numerous other services. Please feel free to contact us with any questions.

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Why Is Non-Profit ERP Software Beneficial To An Organization?

Non-profit organizations have a requirement of the software that needs to be used. The accounting software that has to be used should be specific to the industry the non-profit organization is part of. The software should also be specific to the type of regulations that are in place for the industry. Non-profit organizations can range from a number of different industries such as government or social. The requirements of the non-profit should be properly matched with the correct non-profit ERP software and accounting solutions.

ERP supports the distribution of data across different departments of the non-profit organization. When ERP software is implemented, it can be used to merge all of the important operations such as payroll and manufacturing. Basically, an ERP software will merge all of your important data together to make your system easier to manage. When your system is easier to manage, better decisions can be made for your non-profit organization.

There are several agencies who may combine different software modules from different sources. All of these different types of software will not be able to communicate with each other. This will mean someone will spend a significant amount of time trying to remain compliant, while composing reports and/or correcting certain errors.

Some may feel that since there is no motive for profits that it would be a waste of time to use the streamlining tools that are part of an ERP system. Non-profits should have the same amount of transparency or more than the organizations or firms that do have motives for profits. There should be effective tools in place because the non-profits have less money and less staff members.

When there is an ERP software system in place that helps out the non-profit organization, everything will pay for itself in less time than you may think. An Enterprise Resource Planning system for a non-profit will guarantee that the financial information will be accurate, and it will also ensure that the processes will be run in a smooth process no matter how major the changes may be.

An effective non-profit ERP software can allow the organization to carry out its mission. For more information on ERP solutions for non-profits, contact us.

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Sage 300 ERP a Great Solution for Non-Profits

Like any business, non-profit companies often start small. Information technology solutions may be a home brew of off the shelf applications, standard office suites, and whatever resources seem to work as the company grows. A growing non-profit finds that these hodgepodge solutions become unwieldy and may inhibit the ability to respond quickly to new challenges and situations. Sage 300 ERP offers a great solution for Non-Profits.

What is ERP? Enterprise Resource Planning is a software solution that addresses the all the needs of growing business. ERP is modular, so that as a non-profit grows additional modules can be added to address needs.

What types of modules are available? Accounting, customer relationship management, shipping and distribution and more are the basic components.

Because all the components are modular, various departments may use a single component, but the tools to analyze data from all the components and gather organizational intelligence is available to people who need to see the broad overview of the the data.

Sage 300 ERP is the system that we offer at Unisoft. Sage 300 is powerful and flexible, one of the most powerful ERP systems available today. Non-profits are replacing their old collection of tools with this modern system to accommodate new processes and needs. No more spreadsheets of data maintained by various departments to track customers. Get rid of accounting applications built for families to track their household budgets, Sage 300 ERP provides you with serious business tools meant for organizations that are growing. Finally software that grows with your non-profit.
If you would like more information about Sage 300 ERP, please contact us.

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Why You Should Not Forget Data Backup with Your Core Business Plan

Published on July 4, 2014 by in Data Repair, IT

In order to have a successful business, you cannot let your data disappear at any point in time. Fortunately, preventing this from happening requires nothing more than data backup, which should be implemented with your core business plan as it is just as vital as the data being stored in the first place.

Prevention of Financial Loss
If you run a service-related business, contact information is absolutely critical to maintain your relationships with reoccurring customers. For businesses that sell products, losing contact information means not being able to contact people that may be interested in what you have to offer. It is best to prevent any of this from happening, which means you must invest in data backup for your business.

Maintain Important Financial Records
While contact information is one aspect of data that you do not want to lose, financial information is an entirely different category that possesses as much or more importance, depending on the situation. For instance, you must collect and store all tax-related data for filing taxes, and you need payroll information to make sure your employees will be paid for the correct amount of money.

Sets You Up with a Disaster Recovery Plan
When you experience data loss within your business, you need a way to resolve this problem. It is essential to understand that data backup is the greatest solution, and the most reliable one. When you backup data in a safe and secure manner, you will know that the data recovered is safe to use, especially if you lost your data in the first place due to a hacker getting through your security.

Contact us to discuss your options for data backup to ensure your business is ready to succeed.

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