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Poor Adoption Leads to Poor Results: You Need Training & Change Champions

Poor Adoption Leads to Poor Results: You Need Training & Change Champions

Adopting an Enterprise Resource Planning (ERP) system is a necessity for staying competitive. However, merely implementing an ERP isn’t enough; it’s using it effectively that truly matters.

This article explores why achieving robust user adoption through expert training and change champions is imperative for realising the full potential of your ERP system.

The pivotal moment of Go-Live establishes the tone for success or failure. It is especially at this point when you must be closer to your key players and have a champion that glues it all together.

Don’t just take our word for it; let the director of Shops for Shops, David Witchell, narrate the experience firsthand. In this video, David emphasises their Go-Live’s experience.

“The Go-Live was quite unremarkable; in fact, it was so insignificant that I can’t even remember it. Everyone turned up for work, everyone turned on their computers, and everything was working.”
David Witchell, Shop for Shops Director

Klugo’s help in empowering key individuals within Shops for Shops made this transformation possible. David Witchell says, “Our staff were feverishly doing administrative work and trying to find data. Well, it’s all there now, and Klugo definitely helped with that.”

The journey never ends at implementation; it sets the stage for a culture of change that delivers the expected savings and results.

 

The Challenge of Poor Adoption

All too often, organisations invest substantial resources in acquiring and implementing these new tools and tech, only to find that their teams struggle to adapt their work practices to the changes. Without effective strategy – including a strong culture of change, a change champion and the right training program – the potential benefits of a new ERP can fail to materialise or wither away, and old habits may resurface.

Poor adoption of a newly implemented ERP can lead to wasted time and money and negatively affect morale and organisational enthusiasm for future change projects. Change is hard. When it’s hard and fails to bring the anticipated benefits, it can leave a nasty, disillusioning aftertaste behind.

Invest in expert training and empower change champions within your organisation to ensure that your ERP is not just adopted but embraced.

Comprehensive Training Options

The reasons why you need a training strategy to transform your ERP implementation:

  • Proper training is the foundation of successful ERP adoption.
  • Investing in training options tailored to your organisation’s needs will increase user adoption.
  • Including customised training programs supported by ongoing industry expert guidance will ensure your team can set up and leverage unique business workflows.

Finding Your Change Champion

A change champion is a colleague who volunteers to help make change happen, ideally from the planning stage through implementation and into the new process integration into BAU. They don’t need to be tech experts, although being tech-savvy is certainly a bonus. Instead, their value lies in their ability to understand how the tools can help deliver value to customers and working with the vendor, colleagues and leadership to optimise this potential.

When selecting a change champion, look for someone who:

  • will be significantly affected by the change,
  • excels in communication and problem-solving,
  • enjoys the respect of their peers,
  • demonstrates emotional intelligence, including the ability to build trust and influence others,
  • is familiar with current workflows (a subject matter expert), and
  • believes in the power and necessity of change.

Once you’ve found your change champion, take some time to brief them on the change project you’re proposing, focusing on why the change is necessary and what your organisation hopes to achieve through it. It’s also worth giving them the opportunity to learn about the idea of change management in general. They don’t need to become master change managers. However, familiarity with the key concepts of change management will help them with the work ahead.

 

How Your Change Champion Boosts User Adoption

1. Aligning the ERP with Your Needs

  • Change champions bridge the gap between your team and expert ERP partners, communicating the needs and limitations of current users.
  • They use their hands-on knowledge to explore how customisations can power-up users’ experience and advise stakeholders on the best ways to leverage the system for your business.

2. Building Trust and Belief

  • Successful adoption relies on support from top to bottom. A change champion can communicate across these layers to build a mutual understanding of the vision and challenges.
  • Change champions can transform a theoretical strategic objective into a powerful and real vision for improvement worth getting behind.

3. Continuous Support and Upskilling

  • ERP training doesn’t end after the initial rollout. Change champions can facilitate ongoing support and guide team members toward best practices as your ERP moves from new to BAU.
  • They can help users tailor the ERP to their specific needs. By assisting people in tailoring saved searches, alerts and dashboards to their precise needs, for instance, change champions are a powerful tool for saving time and delivering insights into your business.

The Importance of NetSuite Training

The importance of training is clear. Lack of training frustrates people using the software, killing the initial enthusiasm. A lack of training will also mean valuable features go unused.

However, there are many different ways to access training when implementing a new NetSuite implementation. The right training program teaches your staff how to use the new tools and why.

Free or off-the-shelf solutions offer some help.

NetSuite’s videos and courses are packed with information and regularly updated with each NetSuite release. Options include:

  1. Oracle MyLearn is a free training portal from NetSuite. Access training, track progress, and receive course recommendations.
  2. Updated product data sheets on a range of different topics.
  3. Learning Cloud Support Pass, a subscription-based complete NetSuite learning offering.

A custom training program is better.

Have you ever completed a generic training pack only to be left with the question – what did that have to do with my job? Or even failed to find the time and motivation to actually complete the generic training?

Ready-made training solutions can fall short of meeting an organisation’s unique needs. To truly optimise your ERP implementation, partner with experts who understand your business, industry, and requirements. Klugo excels in field service management and manufacturing implementations and offer tailored training solutions that directly target your organisation’s needs.

Klugo’s ‘train the trainer’ approach ensures that area managers and change champions possess in-depth knowledge of NetSuite, enabling them to train their teams effectively. They’ll work with your stakeholders and change champions to ensure the product solution and the accompanying training directly target your needs. Klugo understand that the most important part of training is not in NetSuite but what we do before going live, prepping and upskilling your team.

A partner like Klugo, who was part of the implementation and has been engaging in constant system upgrades, can also help train new starters with not only NetSuite knowledge, but also train these new roles with the business’s unique and specific set-up. Change champions should also stay in touch with system upgrades and help spread the word about the new benefits they bring.

Conclusion

Achieving the full potential of your ERP system demands more than just implementation. It requires a strategic focus on change management, expert training, and the support of change champions. The implementation phase is the juncture that determines whether your new software fulfils its promise or falls short.

To maximise the effectiveness of your NetSuite ERP implementation, be sure it includes customised training and support, experts like Klugo, who understand your industry, can help empower change champions within your organisation. Doing so will create a culture of change that propels your business towards growth and excellence, ensuring your investment delivers the expected savings and results.

 

About Klugo

NetSuite + Next Service

Klugo’s vision is to unlock the full operating potential of our customers to maximise the value of their business. We do this by helping them achieve operating excellence using NetSuite + Next Service, the world-leading cloud ERP and FSM business platform for small-to-medium-sized businesses.

Need a specialist’s free advice?

Feel free to call an expert in operational excellence today. Find out how cloud-based technology can support and quickly adapt to your growth strategies.

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Manufacturing and Field Service: Natural Partners

Manufacturing and Field Service: Natural Partners

Some companies build things. Other companies service things.

That basically describes how a portion of people see the relationship between manufacturing and field service. Manufacturers produce things in a dedicated facility, forming a link in the global supply chain. On the other hand, field service providers travel to wherever a system needs to be installed, maintained, or repaired. It doesn’t matter how much commonality there may be between the people, processes, and equipment involved—some perceive manufacturing and field service as fundamentally different.

It’s understandable. It’s also incorrect, though.

A deep link exists between manufacturing and field service that deserves to be acknowledged and demands to be leveraged. Attitude shifts are overdue. More importantly, manufacturers must operate in sync with field service, starting by embracing tools to make such a thing possible.

 

Where Manufacturing and Field Service Overlap

Manufacturers may focus on production first and foremost, but field service (often called “maintenance”) also plays an integral role. If machines break down, assembly lines stop until someone can make a repair. When equipment needs scheduled service, technicians do the work to keep efficiency and output at the expected levels. And when production quotas grow, experts arrive on-site to install additional or superior equipment. Some companies build things, yeah, but they depend on field service at every step.

To put that into perspective, consider the economic impact of field service on manufacturing:

These statistics reveal that manufacturers invest large amounts of time and money into performing field service and maintenance activities across their production environments. And when their efforts are lacking in any way, resulting in downtime, the costs are immediate and extreme.

Rethinking the Role of Field Service

Field service plays a fundamental role in the capability, scalability, and underlying cost of manufacturing. That explains why competitiveness in manufacturing increasingly depends on the efficiency of field service operations. Manufacturers can reduce maintenance and overall production costs by utilising technicians and inventory more efficiently.

More significantly, excellence in field service helps manufacturers reduce scheduled and unscheduled downtime. Performing preventative maintenance by addressing issues before they lead to breakdowns requires careful coordination of field service resources, but the result is reduced breakdowns and continually optimised production environments. Likewise, improving service delivery shortens planned downtime. The resulting production gains are hard to estimate but impossible to deny.

Imagine a factory where downtime was never a disruption. That results when manufacturers see field service as a core competency and treat it like a strength.

The most significant challenge in field service arises during periods of growth when tools lack integration. Disparate systems for Field Service Management (FSM), Manufacturing Execution System (MES), and Computerised Maintenance Management System (CMMS) result in inefficiencies and communication gaps. Without seamless integration, companies expend substantial resources on importing and exporting databases, configuring complicated APIs, and managing multiple spreadsheets. Tasks like report generation, technician scheduling, and service-level agreement (SLA) sales become cumbersome, ultimately hindering growth.

The Power of Integrated Solutions for Field Service

Ongoing labour shortages and rising wages make it unlikely that manufacturers will be able to elevate their field service operations by hiring more staff. Since the goal is improving field service efficiency while lowering overall maintenance costs as much as possible, manufacturers won’t be able to expand their field service footprint significantly. They must do more with what they already have.

Technology makes that possible. There’s a cost involved with implementing new software. However, by integrating, automating, synchronising, and mobilising all aspects of field service, manufacturers see maintenance costs and downtime plummet, delivering a return far exceeding the investment in software.

Since manufacturers have historically seen field service as separate or secondary, many have not implemented robust technology (or any technology) to upgrade how they dispatch technicians, manage inventory, track service histories, or capture data in the field. Even among manufacturers with field service management (FSM) software in place, however, it may not be integrated or interoperable with the system(s) for managing other aspects of manufacturing, creating a disconnect that can only undermine service standards.

With an FSM solution that works seamlessly on-platform with the ERP, such as Next Service field management software and Oracle NetSuite’s ERP system, the full potential of field service is unleashed. Manufacturers can adopt a predictive maintenance model using tools that make tracking when equipment needs attention easy and automatically deploy a technician to the right place at the right time. They have more visibility and control into the individual and collective pieces of field service to do everything from reducing inventory shrinkage to increasing technician morale and retention.

Linking the field service software with the ERP has the biggest impact because it brings more tools and data together into one platform so that decision-makers at all levels see and do everything in alignment.

Centralising FSM within NetSuite ERP offers many benefits, enhancing streamlined reporting, advanced analytics, real-time inventory management, demand planning, and precise forecasting. In comparison, relying on a stand-alone low-cost FSM tool can result in substantial long-term costs. The costs associated with team inefficiencies, reduced visibility, and data fragmentation accumulate significantly. Unplanned downtime, extended equipment outages, and suboptimal inventory management will likely result in financial losses.

Integrating Next Service FSM and NetSuite leads to substantial savings and operational efficiency improvements:

Manufacturing and field service are natural partners, integrated technology is how they team up.

Conclusion

There are clear opportunities for implementing software to digitise field service and manage it on the same platform as production. The advantages of centralising tools within your ERP for comprehensive field service are not only substantial but also cost-effective in the long run.

The choice to integrate is an investment, and with it, there are high risks of selecting software that delivers little value or, much worse, causes chaos in the field because of flawed features. Manufacturers eager to seize the advantage by acting early rather than waiting until later and falling behind the curve must put solutions in place soon. But they must choose wisely, as well.

For best results, depend on a software partner like Klugo with a team of professionals with equal manufacturing, field service, and technology expertise. Book a demo today to see how Klugo + NetSuite + Next Service unlock your operating potential for increased efficiencies, higher profits, and customer service excellence.

 

About Klugo

NetSuite + Next Service

Klugo’s vision is to unlock the full operating potential of our customers to maximise the value of their business. We do this by helping them achieve operating excellence using NetSuite + Next Service, the world-leading cloud ERP and FSM business platform for small-to-medium-sized businesses.

Need a specialist’s free advice?

Feel free to call an expert in operational excellence today. Find out how cloud-based technology can support and quickly adapt to your growth strategies.

Manufacturing and Field Service: Natural Partners

Maximise manufacturing efficiency through integrated field service. Choose Klugo for excellence in both.

A Success Strategy for Australian Manufacturers

This is a make-or-break moment for many Australian manufacturers. Learn where to invest and optimize in the years ahead to come out on top.

Technology and Change Management: Creating a Culture of Change

Embracing ERP for innovation and efficiency requires a shift in organizational culture. Klugo helps tailor change management for success, recognizing technology as just the beginning of transformation.

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Efficient inventory management is crucial for medical device manufacturers and suppliers. NetSuite and Klugo offer solutions to optimise operations.

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Efficient inventory management is crucial for medical device manufacturers and suppliers. NetSuite and Klugo offer solutions to optimise operations.

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A Success Strategy for Australian Manufacturers

A Success Strategy for Australian Manufacturers

Australia’s manufacturing sector occupies a precarious position right now. There are strong headwinds to contend with, from continuing supply chain uncertainty to growing recessionary fears. But there are also bright spots on the horizon, most apparent in the projections suggesting that Australian manufacturing will grow more than 1% annually through the middle of the decade and soon exceed $421 billion in yearly output.

The question facing each manufacturer is how to navigate the inevitable challenges in the coming months and years while capitalising on the growth opportunities taking shape. It will take a concerted effort. Most importantly, manufacturers must be willing and able to adapt, replacing the status quo with a strategy tailored to the peaks and valleys that lie ahead.

Of course, making the wrong changes can be even more disruptive than doing nothing at all. Manufacturers must be cautious not to undermine their operations or diminish their value in the pursuit of doing things differently. Likewise, companies must align their transformation efforts with their market, strategy, and means. A one-size-fits-all approach will not work. However, neither will one that’s overly customised.

We hope to find some middle ground between either extreme. In certain areas, all manufacturers, especially those involved with field service, will need to focus their attention to remain competitive. There are also certain operational and strategic solutions that can elevate any manufacturer’s inner workings. The companies that don’t just survive the next decade but become bigger and stronger in the process will follow a similar success strategy. We suggest it looks something like this:

 

1. Becoming a Data-Driven Business

After years of implementing technology to improve individual parts of production or administration, it’s time to adopt technology that integrates disparate data sources and combines multiple capabilities. Manufacturers that unify data, features, and solutions under one umbrella see significant increases in efficiency, intelligence, agility, and marked gains in innovation. No surprise, then, that digital manufacturers have an advantage over their competition, especially those less tech-mature, and that advantage grows every year. The winners and losers in Australian manufacturing are shifting. Those who come out on top will gain that lead with digital technology more than anything else.

With that mandate in mind, choose technology that centralises as many pieces as possible onto a single platform to share data and synchronise capabilities. The alternative is integrating solutions through APIs, but that link isn’t as robust, flexible, or secure. Successful digital manufacturers will work with more technology and data but fewer vendors overall.

NetSuite ERP is pivotal for manufacturing businesses embracing data-driven operations, specifically focusing on IoT inputs and asset management. In a competitive landscape, data reigns supreme. NetSuite excels at aggregating data, from crucial IoT inputs to asset management details, and extending beyond machine-generated data to encompass human insights, easily captured in real-time from any device at any location. This practical data, encompassed by equipment, machinery, operational records, and customer interactions, offers a comprehensive view of business processes. The insights from this data enable real-time monitoring of production efficiency, inventory optimisation, and asset utilisation. NetSuite centralises this information, streamlining operations, reducing inefficiencies, and facilitating data-driven decision-making.

2. Address Labour Issues

Australian manufacturing has long struggled to find all the skilled (or even unskilled) workers it requires, and the Covid-19 pandemic only exacerbated that shortage. Public and private sector entities have both made efforts to expand the manufacturing talent pipeline. Still, shortages look likely for years to come and may get worse in many instances. When the demand for skilled workers exceeds the supply, manufacturers must retain their talent, boost their workforce’s productivity, and attract available talent away from the competition.

The right tech tools can help on all fronts. Today’s workers, whether current or prospective employees, want to use technology to make their workday more effective, efficient, and intuitive, and they will gravitate to employers that offer it. When technology optimises the workday, people are more productive (drastically so), leading to smaller staffing needs. Technology can solve the people problem in manufacturing, with the important caveat that to ensure adoption, workers must like using the tool and get meaningful benefits from having it.

NetSuite ERP can be highly advantageous for managing manufacturing businesses’ workforce. This integrated system offers several management benefits, including streamlining employee training, optimising operations, and creating a safer and more efficient work environment. Centralised data plays a critical role in enhancing accountability, enabling precise tracking of actions and decisions while facilitating cross-team collaboration. By implementing NetSuite, manufacturers can substantially improve workforce skills, operational efficiency, safety standards, and data-driven decision-making. These benefits can lead to a competitive edge and more enjoyable working environments.

3. Build Supply Chain Strength

The pandemic highlighted how shocks to the supply chain can have long-lasting and far-ranging consequences. Rising geopolitical uncertainty, particularly regarding China, suggests that Australian manufacturers will face further supply chain struggles. In response, 84% of manufacturers surveyed are near-shoring or on-shoring operations. More people manufacturing in Australia is good for the industry overall. Still, it puts new pressure on supply chains, too, and compels the domestic manufacturing base to become more resilient to the benefit (or detriment) of all.

Supply chains are hard to predict and even harder to control. Manufacturers have limited means to avoid stock issues and shipment delays, so they must make smarter use of their inventory by minimising shrinkage, carefully tracking consumption, and ordering strategically. Inventory tracking tools are the solution as long as they’re flexible enough to travel everywhere that parts get consumed and integrated sufficiently with the rest of the business to accurately forecast needs and order supply.

NetSuite MES, powered by Oracle’s robust AI algorithms, revolutionises demand planning for manufacturers aspiring to become data-driven, empowering businesses to make informed decisions. By centralising data, the platform provides a comprehensive view of the entire operation, ensuring that management can model accurate forecasts. NetSuite’s precise forecasting is enabled by centralising sales, production, and inventory data. This data-driven approach allows manufacturers to optimise production schedules, reduce excess inventory, and meet customer demand more effectively.

4. Drive Customer Engagement

In Australia and elsewhere, the arrival of new manufacturing startups while larger players have consolidated their power has created a highly competitive landscape. Almost everyone must fight to hold their market share, which increasingly depends on keeping customers engaged through flexible, convenient, and consistent services. No one can rest on their reputation any longer. Everyone will be judged not just on their products and services but on the overall quality of the experience. And if that experience is lacking, a competitor is closing in to claim the business.

Technology that records every customer interaction makes the data widely accessible and helps with tracking and notifications, leading to long-lasting customer relationships. Fewer dates and details get missed with a centralised system to sync everyone and everything, and manufacturers can go above and beyond once they can digitise customer relationships. What’s clear is this: manufacturers providing the best service and support are not doing it on paper.

As a consolidated CRM, NetSuite centralises all customer data, spanning sales opportunities, project insights, order management, financial records, documents, compliance documentation, service history, and even forecasts. The real value lies in the benefits derived from this data centralisation, automating repetitive tasks and processes frees up valuable time for the workforce to concentrate on customer service, upselling opportunities, and nurturing personal and human relationships. The system’s proactive alerts and workflow automation enhance the customer-centric experience, ensuring no crucial interactions or follow-ups are missed. This seamless automation boosts productivity and allows for a more personalised and human engagement with customers.

Conclusion

Opportunities abound for Australian manufacturers to grow their revenue, customer base, and market share. At the same time, though, many forces could complicate, restrict, or derail a company on an upward trajectory. Technology is the difference-maker, as the list above makes clear. But the key takeaway, and the real centrepiece of any success strategy, is the importance of selecting the right technology over many similar-looking alternatives. With that vital piece in place, the sky’s the limit.

 

About Klugo

NetSuite + Next Service

Klugo’s vision is to unlock the full operating potential of our customers to maximise the value of their business. We do this by helping them achieve operating excellence using NetSuite + Next Service, the world-leading cloud ERP and FSM business platform for small-to-medium-sized businesses.

Need a specialist’s free advice?

Feel free to call an expert in operational excellence today. Find out how cloud-based technology can support and quickly adapt to your growth strategies.

Manufacturing and Field Service: Natural Partners

Maximise manufacturing efficiency through integrated field service. Choose Klugo for excellence in both.

A Success Strategy for Australian Manufacturers

This is a make-or-break moment for many Australian manufacturers. Learn where to invest and optimize in the years ahead to come out on top.

Technology and Change Management: Creating a Culture of Change

Embracing ERP for innovation and efficiency requires a shift in organizational culture. Klugo helps tailor change management for success, recognizing technology as just the beginning of transformation.

End of Financial Year: Here We Go Again

Efficient inventory management is crucial for medical device manufacturers and suppliers. NetSuite and Klugo offer solutions to optimise operations.

Inventory Management Cuts Costs and Improves Efficiency for Medical Device Suppliers

Efficient inventory management is crucial for medical device manufacturers and suppliers. NetSuite and Klugo offer solutions to optimise operations.

Simplifying ERP Data Migration: Avoiding Risks and Pitfalls

Implementing ERP? Helpful advice by Klugo, experts in field service and manufacturing ERP implementation, data migration and stakeholder management.

Technology and Change Management: Creating a Culture of Change

Technology and Change Management: Creating a Culture of Change

In your pursuit of innovation and efficiency, you’ve likely recognised the potential benefits of ERP, such as streamlined operations and improved decision-making. However, you must understand that the most challenging step in this journey is not the technology itself but the human factor.

ERP’s success hinges on change management, as it’s not just about implementing new technology but fostering a culture of change within your organisation. Your commitment to supporting this cultural shift, aligning your team, and embracing change will determine the success of your investment.

From plumbers, to renewable energy tech manufacturers, to pool cleaners, companies that send service technicians into the field are adopting at increasingly high rates true cloud ERPs that seamlessly connect with smart tools like AR and IoT. There’s a recognition that failure to adopt digitally integrated technologies will open up a gulf between businesses that hasn’t been seen since the switch from knitting needles to the spinning jenny, or electrification.

But no new tech or upgrade is a magic bullet, and with technology comes challenges around adoption. Businesses must practise change management to drive a positive culture of change and ensure widespread use of technology and success.

Change isn’t just about implementing a new ERP or a single moment as you move from before to after; if you focus on this, you’ll leave your people behind and fail to truly make a change. Change is a continuous process and a cultural mindset, it really never ends.

The goal of the change management process is to emerge from it a stronger, smarter, and more streamlined company – and technology is just one part of that. Other factors include your technicians, managers, workflows, and business plans, all of which will need to evolve during technology introduction without compromising what makes them work in the first place.

It is no small feat, which explains why many ERP software implementations go sideways. Avoiding this too-common outcome takes one thing above all: change management. Don’t leave culture change to chance – create and manage it.

Common ERP adoption pitfalls

Underestimating the work to be done.

People underestimate the work involved in a change. For instance, when deploying a new ERP, the job isn’t just switching on the new tech. There’s a significant task in preparing and migrating the data for a successful transition to ensure the right data is migrated in a consistent and predictable format.

Focusing on the what.

Not many people get excited about the facts and details of a new ERP. Consistent data, duplicated records, network integrations, algorithms, drill-down reporting, API compatibility – huh? Why does any of this matter? Unless employees feel excited to use the software and are confident it will improve things, they will never use those tools to the fullest, leading to a smaller (sometimes much smaller) impact than expected.

Neglecting to consciously build a pro-change culture in your team.

People resist change, especially in a work context where they are comfortable doing things a certain way and are convinced their approach needs no improvement. Stepping out of the known into a new way of doing things, which will inevitably bring some missteps and teething issues, can be scary.

The master key to success

Change management is the key to success. Change management is about planning and preparing for impending change, then supporting individuals and units once it arrives. Your goal is to ensure that once the software is up and running, everyone wants to and knows how to use it to the fullest in the service of delivering customer satisfaction and business goals. This requires full user adoption and support.

Understand where you are now. Take some time to examine and understand the current culture in your organisation – the ‘before state’ – and consider what needs to change if you’re to have positive support for change.

Give your whole team the chance to contribute. What do they want to see from the change? What do they see that needs improving? Where are their bottlenecks and customers’ frustrations? Chances are, your team is very aware of what’s not working and have great ideas for fixing things. Asking for their input, listening to it, and acting on it will give them a sense of ownership and commitment to the change.

Focus on the why. Why is this change important? Why are you spending all this money, time and effort on this thing? Make the ‘why’ really clear. What wins will this deliver for your people, business, and, most importantly, customers? Get people excited about the change.

Business alignment for clarity. Every department and team member will experience the change differently in terms of what they need to contribute, what they’ll gain, and how they’ll personally respond to the change. Some may not experience the benefits directly. Make sure the business as a whole is aligned on the goals so that everyone is pulling in the same direction, despite their individual experiences.

True top-level support. Your business leaders must be truly committed to the change project, including supporting the culture change and guiding and supporting staff through the difficult work required.

Find your change champion. Look for a leader outside the C-suite who understands what is happening on the ground, and use them as a consistent touch point between business leaders, the rest of your team and your expert ERP implementation partner. Klugo has a proven track record of working closely with change champions to understand what a business needs from a new ERP and ensure this is delivered.

Training. There are lots of generic training packages out there that may prove helpful. It is even better if training is tailored for your business by people who understand your tech, industry, and company.

Communicate. Keep your team informed about what’s happening and why all along the road. Show them the functionality you’re building and your wins and fails as you get there. That’s right, don’t leave out your failures! This shows your commitment to exploring different approaches to get the right result and understanding what is required for success. And always come back to the why.

Conclusion

Change is a continuous process and cultural mindset, not a moment or a new product. Ultimately, the effectiveness of your change journey will depend on your team culture, your staff and their approach to the project. Change can be exciting and rewarding, but real change is never easy. It requires effort, commitment, alignment, and readiness for change across everyone in your business.

Launching into a significant change process without first considering how your culture handles change will be more time-consuming and painful and will likely result in a shallower adoption of the new tech. People may use the new ERP without truly transforming how they work to deliver the best results for your customers.

Klugo can support your business in understanding the full capacity of NetSuite ERP for your business, ensuring your change management process is clear and tailored. When you’re building on a strong base of cultural support for change, not only will the implementation be easier, but you’re likely to see a stronger return on investment more quickly.

 

About Klugo

NetSuite + Next Service

Klugo’s vision is to unlock the full operating potential of our customers to maximise the value of their business. We do this by helping them achieve operating excellence using NetSuite + Next Service, the world-leading cloud ERP and FSM business platform for small-to-medium-sized businesses.

Need a specialist’s free advice?

Feel free to call an expert in operational excellence today. Find out how cloud-based technology can support and quickly adapt to your growth strategies.

Manufacturing and Field Service: Natural Partners

Maximise manufacturing efficiency through integrated field service. Choose Klugo for excellence in both.

A Success Strategy for Australian Manufacturers

This is a make-or-break moment for many Australian manufacturers. Learn where to invest and optimize in the years ahead to come out on top.

Technology and Change Management: Creating a Culture of Change

Embracing ERP for innovation and efficiency requires a shift in organizational culture. Klugo helps tailor change management for success, recognizing technology as just the beginning of transformation.

End of Financial Year: Here We Go Again

Efficient inventory management is crucial for medical device manufacturers and suppliers. NetSuite and Klugo offer solutions to optimise operations.

Inventory Management Cuts Costs and Improves Efficiency for Medical Device Suppliers

Efficient inventory management is crucial for medical device manufacturers and suppliers. NetSuite and Klugo offer solutions to optimise operations.

Simplifying ERP Data Migration: Avoiding Risks and Pitfalls

Implementing ERP? Helpful advice by Klugo, experts in field service and manufacturing ERP implementation, data migration and stakeholder management.

End of Financial Year: Here We Go Again

End of Financial Year: Here We Go Again

It’s that time of the year again, when the pressure mounts for many CFOs and financial teams. The End of Financial Year (EOFY), which falls within the June/July timeframe for many companies, brings with it the challenges of reporting, forecasting, and consolidating financial data.

Mark Culverson, General Manager with Klugo, having been an accountant in an earlier life, knows first-hand that when working with a frustrating collection of independent systems and add-on tools, “Accountants tend to spend too much of their time just pulling numbers together, when the real value they provide is understanding the impact of those numbers and looking at the lead measures which impact the business.”

If you’re tired of struggling with entry-level systems like Xero and MYOB, accompanied by an ever-growing number of external, disconnected bolt-ons and apps, manual processes, and an EOFY rush of long working hours, it’s time to consider becoming a data-driven business and upgrading to a more powerful enterprise resource planning (ERP) platform. In this article, we explore some common problems faced during EOFY and how a centralised system like NetSuite can provide solutions to streamline your financial processes.

 

1. Budgeting & forecasting

One of the major challenges during EOFY is budgeting and forecasting. Entry-level finance systems often have limitations that force finance teams to rely on manual calculations and API integrations with external forecast applications. This leads to excessive importing, exporting, and collating of reports in spreadsheets, consuming valuable time and increasing the risk of errors. NetSuite offers a centralised data management solution that provides accurate, real-time budgeting and forecasting capabilities. There’s no need to duplicate or compare data across different platforms and extensions. With NetSuite, you can make informed decisions based on reliable data, eliminating the need for cumbersome manual processes.

 

2. Reporting limitations

Reporting limitations can cripple finance teams during EOFY. Entry-level systems that lack centralised data require cumbersome import and export processes between various applications. This manual-intensive task consumes valuable time and resources, leaving your team exhausted and prone to errors. It also results in staff frustration; as Mark notes, “Staff don’t want to spend their time crunching numbers. They want to spend their time adding value.” NetSuite provides a centralised system that eliminates the need for importing and exporting data. With NetSuite’s customisable reporting capabilities, you can generate reports efficiently and effortlessly, saving time and reducing the risk of mistakes.

 

3. Cash-flow challenges

Managing cash flow can be a challenge, especially for businesses with multiple subsidiaries. Many entry-level systems struggle to support the consolidation of financial statements and cash flow between companies. NetSuite seamlessly manages cash flow across multiple subsidiaries, providing real-time visibility and empowering businesses to make data-driven financial decisions. With NetSuite, you can consolidate your financial statements quickly and accurately, gaining a clear picture of your company’s financial position at the end of the year.

 

4. Cost accounting

Entry-level systems often have limited reporting capabilities for cost accounting. This can result in slow itemised billings and inconsistencies caused by imports from different warehouses and billing applications, which may even be using different terms for the same thing: closed invoice or received invoice? Closed sales orders or shipped goods? With NetSuite, everyone is using the same names for the same purpose, eliminating duplication, improving efficiency, and offering your business accurate insights into your cost accounting processes. NetSuite’s customisable reporting, powered by Australian data centres and Oracle database technology, ensures fast results even with large amounts of data.

 

5. Stocktake struggles

Managing stocktake with entry-level systems can be chaotic, and severely tax warehouse staff at year’s end. Tracking materials, stock levels, and managing purchase orders between different platforms often involves exporting and importing data, leading to complications and inefficiencies, not to mention the struggle to make sure all the information is properly updated in each system to coordinate closing off at the same time. This can result in poor customer service and difficulties in tracking real-time inventory. NetSuite’s inventory management system seamlessly integrates with your financial operations, providing real-time visibility and streamlining the stock management process. With NetSuite, you can effectively track your stock, manage purchase orders, and ensure smooth customer service during the busiest time of the year.

Why FSM matters

Given the speed of today’s businesses and market, having an efficient and integrated ERP platform is crucial for smooth operations. When coupled with an on-platform field management service (FMS) system, the benefits are even more pronounced, particularly during the end of the financial year.

Companies heavily reliant on manual data capture, especially those with field service operations, often struggle to connect diverse systems during this critical period. User input in these systems is typically delayed until the end of the day, and in some cases, it can be up to three days behind schedule. This delay triggers a chain reaction that disrupts essential processes such as inventory management, billing, cash flow, and reporting. The delayed data in each system then needs to be reconciled, adding further complexity and room for errors. Recognising the significance of tackling manual data input alongside connecting disparate systems is crucial.

With an integrated solution like Next Service, businesses can automatically and instantly transfer all aspects of field service into the accounting modules of NetSuite, eliminating delays and ensuring real-time accuracy. This integration empowers companies to navigate the end of the financial year with ease, optimising efficiency, reducing errors, and ultimately achieving greater success in their financial processes.

Plan now for an easier EOFY next year

“Now, when you’ve just been through year-end and you’ve got all that information at hand, it is a perfect time to start planning for the next EOFY. Start the process of engaging with stakeholders across the business and a delivery partner such as Klugo to understand the investment and value adds NetSuite can bring to your business,” advises Mark Culverson.

Taking control of your financial reporting and consolidations by investing in a centralised system like NetSuite may require some addition to this budget, but it will pay off with a much quicker EOFY process in future. It will also give you the scope to spend less time crunching numbers and guiding colleagues through the mess of a patchwork system, and more time reading the data and planning for your business’ future success. Mark reports that July and August are popular months for CFO and accountants to book a meeting with Klugo to discuss the steps they need to take to ensure a successful transition to take them to the next EOFY and beyond. 

Conclusion

By investing in NetSuite, you can eliminate the pain of disconnected systems and reap the benefits of real-time data and streamlined processes, empowering your business to accelerate its growth, and as Mark points out, “NetSuite’s architecture means it can keep growing alongside your business. Your company will not outgrow a NetSuite solution because it’s an endlessly scalable solution.” Make the switch and join the growing number of businesses that are embracing the power of NetSuite. Say goodbye to the frustrations of entry-level systems and welcome a new era of efficiency, accuracy, and data-driven decision-making for your EOFY and beyond.

 

About Klugo

NetSuite + NextService

Klugo’s vision is to unlock the full operating potential of our customers to maximise the value of their business. We do this by helping our customers achieve operating excellence using NetSuite + NextService, the world-leading cloud ERP and FSM business platform for small-to-medium-sized businesses.

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Inventory Management Cuts Costs and Improves Efficiency for Medical Device Suppliers

Inventory Management Cuts Costs and Improves Efficiency for Medical Device Suppliers

Medical device manufacturers and suppliers face significant challenges with inventory and asset management. Keeping track of healthcare equipment, medical supplies, and other inventory items while servicing customers can be complex and time-consuming, and these challenges have only increased following the arrival of COVID-19 and the supply chain issues it has brought with it.

 

But an effective inventory management system, such as the one built into Oracle’s NetSuite ERP, is also crucial for a business’s success. Improved inventory management can help track inventory levels, monitor usage patterns, and detect discrepancies, saving time and money while improving customer satisfaction in a number of ways, including:
   

  1. Reducing inventory shrinkage. That is, the loss of inventory due to theft, damage, or human error. A reliable inventory management system can help you track inventory levels, monitor usage patterns, and detect discrepancies in real-time.
  2. Increasing first-time fix rates. By tracking the inventory used during medical equipment servicing and repairs, you can ensure that the necessary parts and supplies are always in stock, avoiding delays and building a reputation for reliability and efficiency.
  3. Automating manual tasks. Such as barcode and RFID scanning. Automation increases the speed and accuracy of stock-taking, receiving, and fulfilment.

Your return on investment is further boosted by managing your operations with a field service management system built onto your NetSuite platform. Next Service works seamlessly with NetSuite’s inventory functionality, eliminating data duplication and unlocking a suite of new tools, including:
   

  1. Improved scheduling and dispatching for medical equipment suppliers. By using Next Service’s advanced scheduling and dispatching board, you can streamline your operations and provide timely service to your customers.
  2. A mobile app that enables field technicians to access all the information they need from anywhere at any time on any device. With the Next Service mobile app, field technicians have visibility into each job’s date, time, and location. And the mobile app automates the flow of information from field to office. Data collected via customer checklists and forms is immediately available to back-office personnel.
  3. Lifecycle asset management provides full visibility into asset hierarchy, history, usage, and maintenance. This increases productivity and enhances data transparency – both in the office and in the field – and helps ensure regular maintenance activities are completed, and warranty requirements are met.
Paragon 28 Medical Equipment Manufacturers create new and improved solutions to the challenges faced by foot and ankle specialists. The company took their operations to a new level by working with Klugo to implement NetSuite in their business.

“Klugo is very responsive. They were able to understand our business needs and personalise NetSuite for us, deploying an implementation that works even better than SAP, which is what our global brand uses. I’ve personally used Xero and Myob before, and I can say that NetSuite is by far a superior system.”
Kate Tomlinson, Finance Manager at Paragon 28

Kate’s experience highlights the importance of selecting the right enterprise resource management system for your business and working with the right partner in that implementation. Klugo are experts in enterprise resource management systems and optimising workflows in inventory management. Above that, Klugo are experts in the medical supply and repair industry, with a deep and broad understanding of the sector’s challenges and opportunities.

For example, take anesthetic machines. An anesthetic machine check is a routine inspection to ensure the machine functions correctly and safely. The machine must be checked before each use to minimise the risk of equipment failure and patient harm. An efficient asset management system tracks equipment history, making it easier to ensure maintenance is up to date and anticipating repairs that need to be made before the equipment breaks down. An effective inventory management system implemented with support from Klugo helps ensure necessary machine components are always in stock and available when needed. This can improve the overall efficiency of servicing and repairs and enhance customer satisfaction.

Ecolab Healthcare, a top medical equipment, chemistry, and services provider, has achieved new efficiencies after adopting NetSuite and Next Service. Ecolab worked with Klugo to implement NetSuite and Next Service. With expert guidance from Klugo, Ecolab Healthcare centralised all its software requirements into a single solution. The implementation enabled Ecolab Healthcare to achieve a 100% reduction in paper usage and provide visibility over their entire business.

“Our previous systems were quite manual, and we had no service management capability. With NetSuite and Next Service, we now have visibility over our entire business, and we can schedule our technicians efficiently.”
Chris Vat, Ecolab Healthcare’s Operations Manager

 

Conclusion

Post-COVID, medical device manufacturers and suppliers have experienced supply chain issues. Inventory and asset management have become even more critical as a result of these challenges. Companies can reduce costs, improve efficiencies, and enhance customer satisfaction by implementing an ERP system that includes inventory management, asset management, and efficient field service management tools. Selecting NetSuite + Next Service can make a significant difference in a business’s success.

 

About Klugo

NetSuite + NextService

Klugo’s vision is to unlock the full operating potential of our customers to maximise the value of their business. We do this by helping our customers achieve operating excellence using NetSuite + NextService, the world-leading cloud ERP and FSM business platform for small-to-medium-sized businesses.

Need a specialist’s free advice?

Feel free to call an expert in operational excellence today. Find out how cloud-based technology can support and quickly adapt to your growth strategies.

Manufacturing and Field Service: Natural Partners

Maximise manufacturing efficiency through integrated field service. Choose Klugo for excellence in both.

A Success Strategy for Australian Manufacturers

This is a make-or-break moment for many Australian manufacturers. Learn where to invest and optimize in the years ahead to come out on top.

Technology and Change Management: Creating a Culture of Change

Embracing ERP for innovation and efficiency requires a shift in organizational culture. Klugo helps tailor change management for success, recognizing technology as just the beginning of transformation.

End of Financial Year: Here We Go Again

Efficient inventory management is crucial for medical device manufacturers and suppliers. NetSuite and Klugo offer solutions to optimise operations.

Inventory Management Cuts Costs and Improves Efficiency for Medical Device Suppliers

Efficient inventory management is crucial for medical device manufacturers and suppliers. NetSuite and Klugo offer solutions to optimise operations.

Simplifying ERP Data Migration: Avoiding Risks and Pitfalls

Implementing ERP? Helpful advice by Klugo, experts in field service and manufacturing ERP implementation, data migration and stakeholder management.