Anderson Yates is Gold Sponsor of Anglia Business Exhibition 2016

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Anderson Yates | Gold Sponsor | Anglia Business Exhibition 2016
Anderson Yates | Gold Sponsor | Anglia Business Exhibition 2016

Anderson Yates, Independent Business Transformation consultants specialising in CRM ERP and Business Intelligence (BI) selection, implementation and adoption, is proud to be Gold sponsor of The Anglia Business Exhibition 2016.

The Anglia Business Exhibition is East Anglia’s largest business to business exhibition and is now in its 20th year.  The event will take place later this week on Wednesday, 15 June 2016 at Trinity Park, Ipswich. Last year more than 1,500 visitors attended the networking event and show.

“This is a fantastic opportunity for companies in East Anglia and beyond, currently undergoing or thinking about starting a Business Transformation or Digital Transformation projects to meet with leading experts to receive free and impartial advice to guarantee project success,” commented David Evans, Business Development Executive, Anderson Yates.

“Our Principal Consultant, Yuwan Effendi, whose clients include Cambridge Consultants, IBS (Marlin Equity), Keystone Data, Green Duck and Omnis Software will be at our stand during the day.  You can book a 30 minute session with Yuwan on the day to discuss your project.”

Companies looking for assistance with NetSuite Cloud ERP selection and implementation should visit Anderson Yates’s stand for more information.

Come and meet Anderson Yates in Zone C Stand 176 at The Anglia Business Exhibition 2016.

You can pre-register for your FREE ticket and parking here.

Anderson Yates | Gold Sponsor | Anglia Business Exhibition 2016
Anderson Yates | Gold Sponsor | Anglia Business Exhibition 2016
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Anderson Yates wins Omnis Software business

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Independent business transformation consultants, Anderson Yates, is to advise Cambridge based integrated business management solutions provider, Omnis Software, on configuring industry best practice databases to reduce system implementation risk, cost and timescale.

Anderson Yates, Independent Business Transformation consultancy focusing on CRM, ERP/Accounting and Business Intelligence, is pleased to announce a new business win from Cambridge based Omnis Software.

Anderson Yates provides consultancy advice to Omnis Software to build pre-configured solutions based on industry best practice business processes for IT and Technology, E-Commerce, Warehouse & Distribution, Manufacturing and Non-profit organisations.  The company will leverage its senior consultants’ experience of over 200 implementations to achieve this.

Nick Hadley, CEO, Omnis Software explained: “ Using the industry best practice approach, our clients benefit from knowing that the processes they are adopting are what leading organisations in their industry use.  Furthermore, the approach is designed to reduce risk, timescale and cost of implementing and adopting our integrated business solutions”.

Hadley added: “We chose Anderson Yates because they assist organisations to build and adopt best practice processes.  They are also independent, experienced within our industry focus and consultants having delivered over 200 successful projects on multiple integrated business systems”.

“We are delighted to be recognised as independent subject expert by Omnis Software,” commented Yuwan Effendi, Principal Consultant, Anderson Yates.  “These industry solution packages will ensure clients preferring a cost effective fully integrated system on a single platform are able to use Omnis software within one to three months rather than the traditional three to six months implementation timescale.”

Omnis Software and Anderson Yates were at the Huntingdonshire Business Fair, 21 April to show prospective clients the completed best practice solutions for Non-Profit, IT & Technology and E-commerce.  Both companies are Gold Sponsors of the upcoming Anglia Business Exhibition 2016, East Anglia’s largest B2B exhibition to be held on Wednesday, 15 June at Trinity Park, Ipswich. Free tickets and more information available here.

About Omnis Software

Omnis Software provides cloud based integrated business management software for SME who have outgrown their current accounting software but who find other cloud solutions too costly and complicated to use.  Unlike most of its competitors, Omnis Software allows your company to choose your deployment options (Cloud, On-premise, Private hosting).  Omnis’ pre-configured industry solutions incorporate industry best practice processes reducing implementation cost and timescale for IT and Technology, E-Commerce, Warehouse & Distribution, Manufacturing and Non-profit organisations. Powered by #1 OpenSource ERP, Odoo, the software is used by over 2 Million users worldwide.  For more information, visit


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Anderson Yates wins new business in the US

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Global Summit on Women Empowerment 2016 | Anderson Yates
Global Summit on Women Empowerment 2016 | Anderson Yates

Independent consultants Anderson Yates has won new business from Houston, Texas-based Global Summit Group to advice on cloud business platform for global event management and fund raising.

Anderson Yates, independent business transformation consultants, project and change managers, today announces its first significant US contract win to advise Houston, Texas-based Global Summit Group on the selection and implementation of a cloud based event management and fund raising platform.

The Global Summit Group, organiser of key United Nation allied events such as The Global Summit on Women Empowerment in New York, needed a solution for its global user base to book events and make donations.  Payments for both will be via all major Credit Cards, bank transfer and Paypal.

Princess Moradeun Ogunlana, Chair & CEO, Global Summit Group appointed Anderson Yates based on the firm’s proven ability to deliver successful projects in a short period of time.  “We have been impressed by the company’s (Anderson Yates) responsiveness, its change management approach and ability to review and understand our organisation needs.  In a few weeks, we have a solution shortlisted and tested. The pilot for our first event is now in place”

Yuwan Effendi, Principal Consultant commented “It is an honor for us to be involved with a progressive global company with a single aim of improving its organisational effectiveness.  The company understands the need for automation in handling its global events and donations management and the benefits a single platform brings.”

Within six weeks, Anderson Yates delivered a single platform solution that manages all aspects of Global Summit Group’s management needs, including a website for events, event booking and management, donation management, project  management,employee module, accounting, invoicing, time sheet, expenses, purchase order, stock control and e-commerce merchandise shop. Payment gateway is linked to Paypal with an option to pay by bank transfer.

Anderson Yates is Gold Sponsor at the Anglia Business Exhibition in Ipswich, 15 June, 2016 to showcase their event management and donation management solution for non profit organisations.  Registration is free.

For further information, please visit or call us on +44 1223 257769.

Join us on Twitter: @ayatesconsult

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HarmonyPSA Review

Review of Harmony PSA

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Review of Harmony PSA

Harmony has been designed from the start to support multi-divisional, multi-jurisdictional software and services businesses. It isn’t a compromised vertical customisation of a generic ERP solution. Being specific allows the solution to contain the deep niche functionality required to support the complex requirements of this type of business.

Also, it has been designed to support the entire business lifecycle from lead to contract renewal. All the staff in the company will use the system, ensuring nothing needs re-keying and lifecycle reporting is available on demand. The aim is to eliminate disconnected processes, lost or out-of-date data or manual re-keying.

The data model has been developed to enable the key contractual aspects of each order line to be inherited from the price book, allowing components to be correctly routed through the system and accounted for. Invoicing is driven from the system on an event or periodic basis so that invoices may be raised (or released if auto-generated) at the first available opportunity, not always as part of a month-end cycle. In addition, key quality steps have been built into the process lifecycle so that data can be corrected at the earliest opportunity thus saving re-work and reducing errors downstream.”  – Harmony Product Team.

HarmonyPSA is not like your traditional PSA tools such as OpenAir or ChangePoint.  It is developed specifically to assist Software companies and IT Services selling to global clients to win business quickly and professionally and to manage the global delivery of software and services.  Unlike most PSA systems in the market today, Harmony PSA allows companies to run Sales Ledger, Purchase Ledger, Purchase Order Processing and Sales Orders within one integrated system including cash receipts and payments.  Harmony integration by design supports General Ledger integration via journal and document level integration using its RESTful API.  Users are therefore able to choose the best option for their integration strategy.  Harmony expects the financial management system to handle VAT return.  Your choice of financial management system may drive which integration option open to user organisation.

Harmony Key strengths are:

  1. Sales Management for Software, IT Services and Technology companies
    1. Ability to hold scripts for lead generation and sales teams when using telephone prospecting technique
    2. The opportunity handover includes handover notes from lead generator to sales
    3. Easy to select product configuration combining software (with and without annual maintenance), Services, 3rd party products, consumption based billing and pre-pay services. Unique to Harmony is the fact that the product configurator contains significant amount of intelligence to make it easy for sales team to price up a quote, ensuring that no necessary products or services are missed. For example, if support is to be charged on software, these are specified in the product configurator and added to the quotation.
    4. Harmony Quotation splits out one off software costs from recurring charges costs. Harmony output is the most comprehensive for quotation and proposal I have seen for the IT industry. It includes contractual notes specified on during discussion to be reflected on the printed document.
    5. Harmony enables companies with multiple brands to manage consistency across brands.
    6. Harmony also supports full service desk functionality allowing the incident tickets and software feature processes to reside within the same commercial framework. This means you will never do support work without knowing you are in contract.
  1. Management of Global Contract (Project) delivery
    1. Harmony allows a single global project to be created (referred to as Contract) and all its components managed from a single point.
    2. Invoicing is split between items to be billed on contract signature/ acceptance by client, recurring invoices based on contract rules with multi-year contract management.
    3. Project team can be sourced from a global pool (or limited to region or country) and allocated to global projects. Harmony has the concept of jurisdiction (separate legal entity).  Each project and employee belong to one legal entity.  When a resource from a different legal entity is assigned to a project from another legal entity, Harmony creates inter-company transactions.  An intercompany invoice can be created from the resource owning company to the project company.  A mark-up percentage can also be applied.
    4. As expected, employees can enter time and expenses against project they work on. Reports can be produced detailing budget vs actual time booked. Harmony also tracks remaining budget for services elements.
  1. Financial Management
  1. Revenue Generation concept in Harmony allows invoices and revenue to be separated – thereby allowing complex invoicing and billing points to be utilised whilst recognising revenue on a separate basis.
  2. AR Receipts can be posted in Harmony and updates the AR ledger and aged AR reporting. Only basic debt chasing facility is currently incorporated into the product. However, more advanced rule-based alerts and escalations can be easily created using Harmony’s rule engine. These alerts can include auto-creation of customer chasing emails and contractual escalations.
  3. Harmony uses the concept of Purchase Orders to track expected costs and commitment costs on projects. Purchase orders are automatically created for 3rd party products.  No rekey or manual PO creation is needed unless they need to be amended.  Approval workflow for PO is a standard feature in Harmony.
  4. Receiving can be done for each order and a purchase invoice (with 3 way matching) can be prepared from PO.
  5. Purchase Invoice approval is standard in Harmony. Approvers can decide whether the full amount is due or a lesser amount is due (part delivery, etc.)
  6. Contractor remittance is a breeze in Harmony. Contractor will enter their time and once approved, remittance can be generated based on timeline entered.
  7. You can make payment to suppliers directly from Harmony. Payments can be cash or directly into the bank by BACS.

Whilst Harmony is extremely competent in project financial management, it currently lacks resource and workload management capabilities.  These are under development and are scheduled for release in H1 2016.  The current solution allows project managers to assign resources to projects and have this scheduled to their calendar.  Resourcing of current workload in Harmony is simple.  The new workload management capabilities will provide predictive resource requirements based on opportunities and quotes.  The new software also promises to provide tighter integration between sales and services by using standard phases in quotations and orders.

The whole product has been architected with the users in mind.  With a few clicks, users are able to create quotes and orders.  Adoption – which is often a stumbling block for most enterprise system implementations should be relatively simple for the sales and operations team.  However, finance team will need more convincing to adopt Harmony’s AP, AR, Cashbook and bank reconciliation. The greatest threat in our view to successful Harmony implementation is the lack of adoption of Harmony AP, AR and Bank reconciliation features and embarking on complex integration to overcome them.

We highly recommend Harmony to any Software, IT services and Technology companies looking to replace existing ERP, PSA or SRP solutions to improve performance and profitability.



About Yuwan Effendi, Principal Consultant, Anderson Yates

With over 15 years’ experience of helping Professional Services Organisation to improve performance and profitability, Yuwan has evaluated and overseen the implementation of a number of PSA solutions including Deltek, ChangePoint, OpenAir, NetSuite, SharpOwl (now V1), SunAccounts PSA (now Infor), MS Navision and Financial Force. An accountant with 8 years CFO level experience in industry, Yuwan oversee a team of consultants, project and change managers for Anderson Yates, a Cambridge based independent consultancy providing successful selection and implementation of Business Management (CRM,ERP,BI) solutions to growth focused SMBs.

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5 common mistakes SMEs make when selecting Cloud ERP solutions

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5 common mistakes SMEs make when selecting Cloud ERP solutions

A recent survey conducted by Redshift Research for a major ERP supplier reveals that ERP users aren’t happy with what they are getting. The Information Week article further noted that ERP users expect mobility in future ERP implementations. In Anderson Yates’ study of 20 ERP implementations that yielded disappointing results for SMEs, they discovered five common mistakes that these companies made during their ERP selection process.

1.        Lack of detailed requirements that the ERP solution must deliver

Most SMEs fail to produce a detailed requirements document when selecting cloud based ERP.  The lack of documentation of their required reports, KPIs and processes results in the company being subjected to each software supplier’s best practice process.  Unfortunately, these may or may not meet the company’s optimised processes.

Since one of the major reasons for selecting cloud based ERP is to provide timely management reports and information to assist in decision making, SMEs are failing to produce clear management reports and KPIs requirements.  It puzzles me that many SMEs treat management reports and KPIs as an after-thought.  Too often we find that clients are struggling to produce their reports in the format required or they are surprised by the costs involved in producing them.  The widespread use of Sage software has resulted in SMEs moving to an ERP solution assuming that creating  reports is a simple process.  Many are often surprised by the time it takes to specify and create an invoice layout to meet their clients’ requirements.  One client had a fairly complex invoice layout that took 2 days on average to produce.  They had 5 different layouts.  That’s £10,000 just for invoices.  Ouch!

2.       Lack of clarity as to what the optimised business processes should be for the business

Although most SMEs understand the most optimised processes they need, they fail to make it clear to the ERP supplier that their solution must meet these processes.  The lack of documentation on process and reporting requirements result in suppliers showing their software best practices and the standard reports in the system.  Although the best practice in the software solution makes sense, it may not be practical to the user tasked with carrying out these processes.

We recommend that SMEs take the time to document their “As Is” processes and their optimised “To Be” processes with their users.  This leverages users’ deep understanding of the best processes to adopt and also for their buy-in.

3.       Selecting too many or too few ERP vendors on their list

Selecting less than 3 vendors for obtaining quotation and a demo is less common than selecting too many companies to consider.  Most SMEs will select 6-8 suppliers to consider based on their research.  The most I have seen involves 15 suppliers.  Each is expected to provide a demo of their system in meeting the company’s outlined high level requirements and to provide a quotation.

In addition to the process being extremely time consuming, laborious and demoralising to the selection team involved, it also resulted in significant confusion.  Yes you guessed it.  When they finally selected the ERP solution considered to provide the best features and value, some features that they thought the software provided was in fact features in other software they have seen.  It’s incredible how we sometimes remember the features we liked in software and thought that the selected software had those features.

4.       Failing to confirm that the ERP solution proposed is able to deliver without further customisation

Companies sometimes fail to realise that ERP solution contracts are created by the software suppliers to reduce the supplier’s risk.  My advice to clients is simply BUYERS BEWARE.  Be aware that the construct of the agreement is often structured in such a way that it states that you the customer has fully satisfied yourself that the software solution and services provided by the supplier meet your requirements.

We sometimes get involved with ERP project rescue or recovery where the customer is dissatisfied with the software features and functionalities and is asking if they can ask for reimbursements from the supplier.  Unfortunately, with the construct of the agreement being so, they are at the mercy of the supplier.  Often, supplier will agree to create custom code to compensate for the lack of features and functionalities.  In most cases, this involves additional costs.

The message here is simply to ensure that before entering into a contract with a supplier that you have fully satisfied yourself that the software you are buying can meet your requirements and can meet them within the timescale and costs quoted by the supplier.  Ask to see an end to end demonstration of their proposed solution for your business, test it out internally and look under the bonnet to ensure you understand what the reporting or customisation tool is like.   It is imperative that you include a detailed statement of requirements of outputs required from the new system and the “to be” processes it must meet as part of the contract.  Their inclusion should enable suppliers to provide a fixed scope, fixed price contract – minimising the uncertainty and risk of your ERP project.  Any suppliers with extensive experience will welcome this approach.

5.       Making assumptions of the features and capabilities the selected ERP have

 Underlying a number of mistakes made by SMEs during an ERP selection process is the assumption that based on the demo they are shown, the software is able to meet their business processes, reports and KPIs with little or no customisation or modification.  Some also believe that the reporting and customisation tools are simple enough to use that they themselves will have the skills in-house to do this.  However, these are often all based on ASSUMPTIONS.  My colleagues used to point out that if we assume things, it would make an Ass of U and Me.


This article is created based on the forth coming e-book to be published by the author, Yuwan Effendi, on“Best Practices for the Selection and Implementation of Cloud based ERP Solutions”  RRP £ 6.95.  Anderson Yates has 25 copies to give away FREE.  Simply send an e-mail to with the subject title “FREE E-Book” and we will send you a copy.


For more information about our services visit our website , complete an enquiry form or call us on +44 (0)1223 257769.

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dashboard for Salesforce_Sage

Anderson Yates introduces Business Intelligence for Salesforce and Sage users

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Anderson Yates introduces Business Intelligence for Salesforce and Sage users

Salesforce and Sage users can enjoy the benefits of Business Intelligence and Analytics immediately with Panintelligence. Connectors and pre-configured dashboard and analytics for Salesforce and Sage are available from Anderson Yates. In addition to standard integration, Panintelligence enables Salesforce users to connect the cloud CRM with Sage & other on premise and cloud accounting/ERP databases.  Here are answer to frequently asked questions (FAQs).

Can we combine Salesforce CRM data to my Accounting, Production, E-Commerce and warehousing data?  Our acconting and production data are on -premise but our e-commerce and warehousing data are in the cloud.

Panintelligence can connect to any of 24 commercial databases both on premise and in the cloud including IBM DB2, Oracle, MySQL, SAP and SQL Server OLAP as standard. We can connect Salesforce CRM data with your accounting data to deliver visibility of customer payment history to improve cashflow and collection.

Can we access our dashboard and reports using any device?

Yes, Panintelligence dashboard is a browser based application that can be accessed on any device.

We wish to deploy Panintelligence on our own servers – is this possible?

Yes, Panintelligence is licensed to enable companies to choose the best deployment model to suit their business.  The application can be hosted on a private or public cloud.

How secure is our data and will any data be cached on local device or machine?

Panintelligence is the only PCI compliant Business Intelligence and Analytics tool approved for use in the Financial Services industry.  By design, the software uses server procesing.  No local procesing or Caching takes place on your device or client machine.

Find out how Panintelligence is used in this  services industry video.  For more information or to arrange a Proof of Concept for your company, please call 01223 257769 or email:


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Anderson Yates expands BI & Analytics practice to SMEs by partnering with Panintelligence

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Anderson Yates expands BI & Analytics practice to SMEs by partnering with Panintelligence

Anderson Yates, niche consultancy providing Business Intelligence, Project & Change Management and Implementation Services for Netsuite CRM, PSA, SRP, ERP and E-Commerce solutions today announces that it has signed a consulting partner agreement with Panintelligence, provider of real-time web-based reporting and dashboard tools for SMBs.

 Panintelligence brings ready-made reports and dashboards for Sage and user communities to meet growing SMBs’ demand for cost effective, easy to use, real-time self-service reports, analytics and dashboards.

Anderson Yates plans to develop further reports and dashboards by combining multiple sources of cloud and on premise data for IT/Technology, Professional Services, Non-Profit, E-Commerce and Distribution companies.
The Panintelligence dashboard is business intelligence software that tracks KPIs, monitors individual, team and corporate goals in real-time, and promotes collaboration across the organisation.  It is used by key ERP software vendors to provide real-time collaborative dashboards for their solutions.  The company has also developed dashboards that integrate Salesforce CRM data with other company data held in ERP/Accounting, Warehouse and Production systems. Business Intelligence reports and dashboards for Sage products are also available.

Anderson Yates and Panintelligence plan to create additional reports and dashboards to other cloud and on-premise systems, where the existing solution is either too expensive or too complex for SMEs to manage.

Panintelligence scores highly in Anderson Yates’ evaluation of Business Intelligence tools for SMEs.  The three compelling key differentiators provided are:

  • Ease of implementation – one click deployment on server or a stand-alone PC and the installer does the rest.  Create an ODBC Link and you can get charts in minutes with Panintelligence.  All using familiar drag and drop functions.  This gives users confidence to create more complex reports and dashboards.
  • Charts and reports, including drill down reports are produced using drag and drop functionality, no coding.  This provides a real-time self-service BI and analytics tool accessible to business managers and not just IT.
  • The Panintelligence team focuses on building long lasting mutually beneficial and supportive relationships and values continuous improvements based on customer feedback.

The product will sit alongside Anderson Yates’ current Agile Self Service Enterprise Business Intelligence offering Reportive which is now owned by the US Group IMS Health.

Panintelligence users do not need to understand cube development or other data warehousing techniques.  It is therefore an ideal tool for use by business managers within SMBs.  Available on premise or as a SaaS solution, clients can choose the most suitable model for their business. See Panintelligence in action here.  To see Panintelligence for Sage or to discuss your requirements, email: or call 01223 257769.

About Panintelligence

Panintelligence is a UK based software company that provides business intelligence software solutions to customers across a range of industries.

The Panintelligence dashboard is a flexible and intuitive business intelligence application that provides access to real-time data allowing businesses to make more informed decisions. It presents complex data in a visual and easy to digest format as a series of interactive charts and graphs. We offers businesses a short lead-time to market, allowing them to move from a pilot to a customer facing BI solution in a matter of weeks. Priding itself on being easy to work with, having dedicated points of contact and a simple licensing model, Panintelligence makes it easy to deploy and manage its solution. Working in close partnership with all of its customers, Panintelligence helps them to deliver the best solution to market and provides ongoing product support.

About Anderson Yates

Anderson Yates provides advice and assistance for companies planning or undergoing business transformation projects.  Our team specialises in successful delivery of Agile Business Intelligence (BI) & Analytics, Customer Relationship Management (CRM) and ERP / Accounting solutions to the Professional Services, Engineering, Technology, Retail and Non-Profit organisations.

Anderson Yates also delivers cloud native ERP solutions based on NetSuite SRP (Services Resource Planning), Open Air Professional Services Automation, Manufacturing, Warehouse & Disribution & SuiteCommerce.


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