White Papers

Do your own research on ERP software selection, Acumatica and Microsoft Dynamics, and the technology industry with these recommended ERP white papers and guides. Review the short descriptions below, click the links to read the entire description, and download the white paper. Then contact CAL Business Solutions to take the next step.

Take your business to the next level with Acumatica’s holistic, cloud ERP suite with financials, embedded customer relationship management, order management, native warehouse management, and industry solutions for distribution, manufacturing, retail, and construction….. more

This industry brief explains critical omnichannel business processes with an overview of technology requirements and an ERP feature checklist. Discover how small and mid-sized merchants grow their customer lifetime value (CLV) by using a cloud-native ERP platform….. more

The Acumatica xRP platform is a versatile architectural framework and application development platform. It is built on the world’s best cloud and mobile technology and provides the tools to re-imagine business applications
for an interconnected world…. more

Acumatica’s native mobile app boosts productivity, placing remote access to ERP data in the palm of your hand. View accounts and contacts, manage approvals, start field service appointments, capture field reports and images from job sites, and retrieve real-time information from across your organization… more

This guide offers professional, personal, group services, and natural resource businesses a framework to understand accounting and ERP options. In addition, it covers standard accounting and industry- specific features businesses should consider when evaluating new business applications… more

This handbook guides wholesale distributors through the evolving world of ERP applications, including functional requirements based on the types of products they distribute. Readers will discover differences between general ERP and industry applications, standard features available in mid-market ERP systems… more

This Playbook illustrates how Acumatica supports simple and complex quote-to-cash processes for businesses that sell, install, and service distributed products. The quote-to-cash process comprises three phases and 14 unique steps, from item definition and lead generation to reporting and supporting activities… more

This ebook explains the importance of tracking KPIs, diverse metric types, and common mistakes made by wholesale distribution executives. Discover the most important metrics to monitor for continuous improvement and align goals for actionable metrics to transform your entire organization…. more

Selecting an ERP system to run your business is a daunting decision that will affect your company for many years. Use this ERP evaluation checklist to compare the features and benefits of ERP vendors across five categories. Rank as low, medium, or high priority….. more

Selecting an ERP manufacturing management and accounting system to run your business is a decision that will affect your company for many years.  Use this checklist to compare the features and benefits across five categories. Rank as low, medium, or high priority. ….. more

Selecting an ERP distribution management and accounting system to run your business is a decision that will affect your company for many years.  Use this checklist to compare the features and benefits across five categories. Rank as low, medium, or high priority. ….. more

This playbook provides wholesale distributors with an overview of warehouse management features and technologies. It includes a self-assessment to determine what steps to take next. It also provides WMS strategies and a process for executing WMS implementations ….. more

This playbook provides business leaders with an overview of crucial business application features to perfect their supply chains. Learn how to implement inventory strategies for supply and demand transparency. Discover how to overcome supply chain challenges … more

Connect Acumatica to more than 14,000 financial institutions. Schedule bank transaction imports to Acumatica. Link savings, checking, and corporate credit card accounts to cash and expense accounts inside Acumatica.  Eliminate manual reconciliation and matching… more

The xRP platform framework is the engine that drives the versatility of the software, and what makes Acumatica so different from legacy systems. It’s built on the “world’s best cloud and mobile technology” and enables companies to build a solution that is reflective of their needs and industry…. more

Read about how to boost your business with KPIs and beat our your competition.  Learn more about Acumatica, the cloud ERP, and Key Performance Indicators for distribution (KPIs) including the different types of KPIs and which ones you should be using…. more

In this white paper, we share the knowledge gained through hundreds of ERP implementations to help get your employees started on the right foot. You’ll read best practices, important critical warnings, and bright ideas so you can quickly realize the full value of your ERP software investment…. more

Organizations are looking to Microsoft Partners to help them pivot quickly during these uncertain times. In this eBook we look at how companies are relying on their Microsoft Dynamics Partners to solve challenges and build on opportunities creatively. We hope you will find ideas to help you navigate your business through troubled times… more

Today’s hyper-competitive digital economy is causing dramatic transformations in every industry. At the same time, the coronavirus pandemic has changed the face of the workplace—probably forever. While all organizations are making it their top priority to keep their people safe and healthy, they are also… more

Choosing the right ERP partner is just as important as choosing the right technology. Maybe even more important. So how do you make the right choice? Ask tougher questions. Every ERP partner is ready with prepared answers to the common questions about costs, experience, and implementation… more

In this white paper, we’ll look at the unique ways that the ERP and CRM functions in Microsoft Dynamics help millennials (and the organizations they work for) get work done. Read on to see how you can tap into the power of the millennial workforce to ensure the future of your organization…. more

This report by SMB group helps explain cloud computing, the different types of deployments, how to find the best fit for your business and how to evaluate cloud ERP Providers. Plus helpful tips to warn you of fake cloud ERP!…. more

Acumatica is a cost effective way to improve your business using web based financial and business management software. In this white paper you will find out;  4 top ways Acumatica will improve your business and 4 top reasons that Acumatica is cost effective…. more

On each page of this white paper, you’ll find a cautionary tale based on hard-earned experience when moving to the cloud. Plus, tips to avoid making the same mistake….. more

In this eBook, we’ll look at the risks that your organization faces every day and show you how Cloud ERP can help mitigate those risks and unlock opportunities. Download it now to see how you can harness the potential of the cloud to grow your organization…. more

Get a practical, real-world perspective, by asking technology experts in the trenches of modern business. Then we collected real-world stories from businesses using ERP, CRM and the cloud to rethink their future… more

True Cloud Applications for Agile and Fast Growing Businesses

Why are more and more organizations of all sizes and industries choosing the cloud for their business processes? In this eBook learn; how cloud solutions can help you grow net revenue and six proven paths to the cloud….. more

Cloud Delivers 2.1 Times More ROI

In this white paper, we take a look at the challenges you are likely facing with IT and show you how ERP software in the Cloud can make everyone happier….. more

Navigating ERP Selection and Implementation: A 5-Step Process

In this white paper, we take a look at the challenges you are likely facing with IT and show you how ERP software in the Cloud can make everyone happier….. more

Business Management System Evaluation Checklist

In this white paper, we take a look at the challenges you are likely facing with IT and show you how ERP software in the Cloud can make everyone happier….. more

Don’t Be Held Hostage – How Cloud ERP Frees Your Finance Team from the Limitations of IT

In this white paper, we take a look at the challenges you are likely facing with IT and show you how ERP software in the Cloud can make everyone happier….. more

7 Game Changing Trends: Why It’s Time to Move to Online Accounting Software

In the past decade the internet has matured, mobile devices are part of everyday life, and cloud-based solutions have gone mainstream. New trends, enabled by these fundamental developments, are emerging… more

15 Red Flags: Is Your Accounting Software Hurting Your Business?

Most businesses get started with basic accounting software and it’s easy to ignore the red flags of trouble that show you have outgrown your current system. Get some advance warning from these 15 real life examples…. more

12 Revolutionary Ideas That Fuel Distributor Profits

Distributors of every size are able to compete in geographies and markets they never thought possible, yet dealing with this broader range of channels presents a new set of opportunities and challenges…. more

24 Wildly Creative Ways Companies Use Microsoft Dynamics CRM to Drive Revenue and Serve Customers

CRM software can transform your business in ways you probably never imagined. To prove it, The CRM Software Blog compiled examples from CRM experts around the world in this upbeat and engaging white paper…. more

30 Questions Every CFO Must Ask About the Cost of Accounting Software

This paper helps you ask the right questions, avoid hidden fees and understand all the costs involved in a mid-market accounting software/ERP implementation project. Hint: Software is only a small part of the quote!…. more

Beyond Software: How to Estimate the Cost of ERP Implementation Services

This paper covers the 4 costs involved in ERP software projects including: I need new ERP Software-Now What? What am I really paying for? How do I determine a ballpark project budget?  Is there such a thing as a ‘guaranteed price?’… more

The CFO’s Essential Guide to Cloud-based ERP: 35 QUESTIONS YOU NEED TO ASK

There is plenty of information and hype about cloud computing. This paper is intended to guide the CFO to ask questions as you compare the benefits and risks of software on-premise versus in the cloud…. more

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software

As you evaluate replacements for your accounting software, ask the right questions. Your success depends on your ability to optimize processes and the supply chain through technology. We’ve assembled questions to help… more

25 Brilliant Ideas to Outsmart Your Competition with Microsoft Dynamics ERP

This white paper highlights 25 ways real companies are using their Microsoft Dynamics ERP system to outsmart and outpace their competition… more

Acumatica Included in Nucleus Research SMB ERP Technology Value Matrix 2022

The inaugural SMB ERP Technology Value Matrix from Nucleus Research assesses the usability and functionality of 16 leading ERP solutions and Acumatica comes out on top.  This report is offered by Acumatica, a leading provider of cloud business management software that gives SMBs a complete, real-time view of their businesses—anytime, anywhere…..more