In 2016, Sage Corporation, the parent company of Sage 100 and Sage 300, released “Peggy.” Peggy is a chatbot. She’s like a super virtual assistant who never tires of your needs and questions. Sage’s Peggy can respond to simple commands such as, “How many invoices are past due in our accounts this month?” and “Which customers have paid their bills as of today?”

Did you ever think that Sage 100 and Sage 300 might have something as helpful as “Peggy” behind them? She’s not available quite yet, but she’s getting to the point where soon she may be greeting you in the office.

If you could have predicted the future of technology 50 years ago, it’s unlikely you could have predicted how technology has evolved. A telephone, camera, video recorder, and worldwide encyclopedia that fits in your pocket? You have that and more on your smartphone. Small airplanes that can fly over any landscape and take pictures and films day or night? Welcome to the world of drones. It seems like technology grows into new ideas, new shapes, and new forms with every passing moment.

The minds behind Sage 100 and Sage 300 have put together their list of the hottest technology innovations to watch today. These ideas, concepts, and developments are all in the works now. It’s only a question of time before they reach a viable stage for mass rollout and implementation. Which ones appeal to you for your business needs?

1. Blockchain technology: Once the purview of Bitcoin and other cryptocurrencies, the algorithms behind blockchain are being explored by banks, financial institutions, real estate companies, and insurance brokers for their ability to encrypt and automate transactions. Blockchain enables secure, traceable lineages for transactions. Real estate companies are exploring blockchain as a way to finish closings without the need for cumbersome paperwork, and the technology appeals to banks looking for better ways to secure their customers’ financial information. Blockchain is a hot new technology that may one day change the face of how we handle and view money.
2. Chatbots: Like Peggy launched by Sage, chatbots and autonomous interfaces may also change the business world as it stands today. Typing questions to a faceless AI may seem strange until you realize that you’ve probably already held such conversations with robots. Many AI systems and chatbots now power the help desks for big companies. When you need an answer, the chatbots are there to help. They can handle common questions, simple problems, and routing complicated problems to human operators.
3. Artificial intelligence and data collection: The Internet of Things (IoT) has generated increasing amounts of data. There’s so much data being collected now that complex machines and artificial intelligence systems are needed to analyze it all. Such systems can look across multiple data streams and find commonalities and links where human operators might struggle.
4. Automated money transfers: We’ve all grown used to ATM machines, but money transfers have become increasingly complex. Now you can conduct online banking, open virtual bank accounts that pay greater interest than bricks and mortar accounts, and conduct most of your investments over the internet. Sage is especially interested in options like one-click bill payments and invoices which can help small business clients of Sage 100 and Sage 300 issue and collect invoices quickly and easily.

There are more technological marvels on the horizon today than listed here, of course, but these are four hot technologies that the minds at Sage believe are worth noticing. Not too long ago, resources such as Sage 100 and Sage 300 were just a hint of what might be. Today, businesses use these powerful tools for competitive advantage. Today, chatbots like Peggy seem surreal, but tomorrow, who knows? Peggy may be joined by other AI “sisters” who will do everything for us but take out the trash. Perhaps that will happen as well. Who knows? It’s certainly a great time to be in business with technology as the untiring partner who can help us succeed.

Mindover Software

Mindover Software provides business software and solutions to companies big and small. We welcome your inquiry and can assist you with your ERP, BI, and warehouse management software needs. Contact us today.

The post Hot New Technologies to Watch – Where Sage 100 and Sage 300 May Be Heading Next appeared first on Mindover Software.

If someone asked you, “Who is the most important person in your company?,” how would you answer?

Most people would say, “The CEO.” Someone a bit cleverer might add, “The payroll person because they make sure we all get paid!”

Yet, neither answer is correct. The most important person at your company isn’t an employee. It’s your customers. Manufacturers who stay close to their customers, understand their wants and needs, and adjust their business practices to suit their customers, end up coming out on top. Sage ERP software can help companies do this.

A KPMG survey found that keeping close to customers is directly related to innovation, thought leadership, and profitability.

With 49% percent of manufacturing CEOs who responded to the study agreeing that their business will change dramatically over the next three years, it’s smart to pay close attention to your customers. Your customers wants, needs, and desires will lead the way to your next best-selling product and important innovation.

Moving from a Product-Centered Mindset to a Customer-Focused Approach

Manufacturers have traditionally featured a product-focused approach to business. Because they rely on the actual creation and production of products, much of their emphasis has been on improving production.

Customer-centric models can feel odd to manufacturers who aren’t used to them, and it may take some adjustment to multiple business practices to put the customer first. Greater emphasis on research and development, databases, software such as Sage 100, Sage 300, and other tools that can help you track and respond to customer demands are all important in a customer-centric environment.

The point of a customer-centric method is to understand what your customers want and need so that you’ll produce more of what they want—and in turn, sell more.

Dealer Networks May Be In—or Out—of the Big Picture

Another hurdle for manufacturers seeking to understand customer needs is the current system for product sales. Dealerships and dealer networks can add a layer between the manufacturer and customer that prevents the free and easy flow of information.

Although you may choose to maintain a dealer network or a dealer network may be an integral part of your business and industry model, the ability to meet with and learn from customers directly can now be shared among both dealers and manufacturers. It’s less of a dealer monopoly and more of a democracy among all who seek to serve customers.

Long-Term Success Considerations

To enact a customer-centric model, consider the following long-term strategies.

1. Focus on niches: Instead of trying to be everything to everyone, focus on being everything to someone. In other words, focus on niche customer groups, special needs, or other things that set groups apart. This can help you build out a relationship with customers to help you become indispensable to them. By focusing on a smaller subset of customers, you can get to know them better. Using Sage 100 or Sage 300 to see which customer groups are most profitable for your business is one way to find a niche.
2. Adjust business relationship expectations: New technology such as social media has made it easier for customers to contact manufacturers directly. Customers don’t want to work through cumbersome dealer networks to talk to you. They want access today to someone at the manufacturing company to voice concerns, complaints, or suggestions. It’s vital to adjust your expectations for how customer relationships function to take into account this new world of open communications via social media, email, and more.
3. Use customer service for competitive advantage: Customer service can set your manufacturing firm apart, and it’s especially important in customer-centric models. Make sure that your service staff is trained to respond quickly and confidently to customer inquiries. Make them easy to reach. If you continue to maintain a dealer network, ensure that the service staff updates and communicates with the dealers so that issues, problems, and resolution information can be shared among all.

The manufacturing industry has gone through many great upheavals over the years and weathered them all. Manufacturers will always be needed to produce valuable goods and services.  Now, however, those manufacturers likely to succeed in the future are those willing to meet the customer halfway, listen, and respond accordingly. Software such as Sage 100 or Sage 300 can help you become more competitive. The customer, it seems, is always king in any business—including manufacturing.

Mindover Software

Mindover Software provides business software and solutions to companies big and small. We welcome your inquiry and can assist you with your manufacturing software needs. Contact us.

The post Sage ERP Software Helps You Move Closer to Your Customers appeared first on Mindover Software.

Many people make New Year’s resolutions—promises to change something for the better. Sage 300 is keeping their “new year’s resolutions” by making many exciting changes that are sure to please their customers and fans.

Sage 300 already offers exceptional value in an enterprise resource planning tool. It is an ideal software for businesses to use to control costs while maximizing profitability. It allows you to obtain a 360-degree view of your business, while additional modules add expanded functionality to it. With both on-premises and cloud versions available, Sage 300 is a flexible, accurate, finance and accounting software package beloved by many of its long-time customers.

2018 Sage 300

Now with the following updates, Sage 300 is proving once again that they truly listen to customer needs and respond to requests.

Connected Ecosystem

Sage 300 now offers a “connected ecosystem” with Microsoft 365. Sage contacts integrate through the Dashboard so all your contacts can be in one place. A new user interface, including customized folder structure, multiple browser support, online management packs, and online drill to balance all put more functionality at your fingertips.

Export Declarations Fields

Sage has added a new Export Declaration Field to the Taxes tab of the A/R Invoice Entry and O/E Invoice Entry screens. The Export Declaration Number field allows you to input export declaration numbers for exported goods. This is required in specific tax jurisdictions such as Malaysia and Singapore.

Web Screens

The biggest changes are occurring across many of the web screens on Sage 300c, the cloud-based version of Sage 300. UX-modernization creates a modern, streamlined user interface that offers an environment that many people will feel comfortable using.

With these new web screens, you’ll be able to find open, recently used windows with the click of a mouse. This makes browsing between folders easier. Improved performance in the finder tool also makes it easier for you to find important documents.

Improved import/export processes in the physical inventory screen let you choose the data you’d like to see.

Classic Sage 300 is also undergoing some nice revisions on its screens. You’ll probably notice right away a fresh, clean feel to the UI as you browse the new 2018 version of Sage 300. Redesigned buttons make the information easier and clearer to find and understand. Tools and controls now appear in a ribbon, which puts the user interface in line with many others on the market. This shortens the time it takes people to learn how to use Sage 300 when it shares many common best practice design features with other software.

Make the Switch to Sage 300

Now is a great time to make the switch to Sage 300 if you aren’t already using it. With the new 2018 features, Sage 300 classic and Sage 300 cloud-based versions are both exceptional tools to manage your accounting and financial needs.

Sage 300 features a core accounting module for powerful basic accounting. Additional modules can be added to enhance your system. These additional modules include:

• General Ledger
• Accounts Payable
• Accounts Receivable
• Sage Fixed Assets (FAS)
• Sage Payment Solutions
• Bank Reconciliation
• Inventory Control
• Sales Orders
• Purchase Orders
• Sage HRMS Payroll
• Check and Form Printing by PrintBoss

Business intelligence reports, CRM, HR and payroll, inventory and warehouse management, and purchase and supplier management modules and solutions can also be added to adapt the basic Sage 300 system to your company’s individual needs.

With so much already going for it, Sage 300 is an outstanding ERP system. When you add in the 2018 improvements, it’s truly an exceptional tool to support your business. Learn more about Sage 300 from Mindover Software today.

Mindover Software

Mindover Software provides business software and solutions to companies big and small. Sage 300 provides a great ERP system to enhance your accounting and financial management. With a solid basic package and comprehensive modules to add as you need them, it’s a great tool for many businesses. Contact us today for more information.

The post Sage 300 Makes Exciting Changes for 2018 appeared first on Mindover Software.

Sage 300 and Acumatica Enable Faster, Accurate Accounting

Accounting is a profession that rarely experiences great changes. The earliest known ‘accounting’ data consists of ancient tablets and scrolls found in the Mideast where scribes carefully recorded tribute sent to kings. This kind of tallying of inventory and wealth is the basis of most accounting methods.

Over time, accounting moved of course to parchment, then paper, and then to computers. Now, we’re in a period of time when great innovations in the world of computers have made it possible to handle massive amounts of data that would boggle the minds of those scribes back in ancient times.

What are you using for your accounting needs? An older software package that doesn’t integrate with other packages? Spreadsheets?

It’s time to update.

Changes and Disruptions in the World of Accounting

Both macro and micro forces are changing the world of accounting as we know it. Such forces may already be in play at your business or they may be on the horizon. Regardless of where they are today, they will certainly play a big role in how you view and use your accounting methods in the future.

1. Connectivity: Customers today demand real-time updates. They expect an interconnected world in which information flows freely and in real-time. Internet, cloud, and other technologies have raised expectations about how quickly and easily data can be accessed. The accounting profession is recognizing the benefit of interconnectivity and the ease with which they can keep clients informed. Connecting with clients using technology is at the vanguard of technological innovations affecting accounting.
2. Less manual entry: Manual data entry is the bane of many companies. It’s time-consuming and open to mistakes. Technology that integrates accounting and ordering systems eliminates many tedious manual data entry tasks. It also eliminates the errors that go with them, improving the accuracy of information.
3. More do-it-yourself: DIY is all the rage with consumers and it is growing in popularity among business owners, too. Why spend a lot to outsource tasks when software makes it possible to do them yourself? Accounting software packages have been on the market for many years and, of course, some companies still use the ubiquitous spreadsheet. Newer software packages make even complex accounting tasks easier and help you do much of your accounting on your own, perhaps having your accountant or CPA review files at the end of each month, quarter, or year.
4. Machine learning: It sounds scary—machines learning tasks. But machine learning is now part of the business world and it is affecting accounting, too. Machine learning means that machines learn from mistakes and tasks to better predict future responses. When it comes to accounting, both machine learning and artificial intelligence are helping accountants view data in real-time and make better predictions based on data.
5. Specialization as the norm: Specialization is impacting nearly everything from products to people. Accounting software now comes in specialized packages or bundles, so that no matter what industry you are in, you can purchase software specially designed with your industry needs in mind. You no longer must settle for generic alternatives when customized ones are so readily available.

Get the Best Accounting Software

With so many trends disrupting and influencing the accounting profession and accounting software, the field is changing rapidly. You no longer should settle for run of the mill software or spreadsheets to manage your business data. Accounting and financial data can be managed easily using Sage 300, Acumatica, and other specialized accounting software. It combines the best features outlined above with excellent support for a truly revolutionary approach to accounting and financial software.

Sage 300, for example, is considered an ideal accounting software for businesses seeking to control costs while improving profitability. The sheer volume of data that Sage 300 can handle effortlessly makes previous versions look like parchment scrolls compared to computers. Available in both on-premise and cloud versions, Sage 300 gives you the control you need to build your business.

Acumatica is another software package that offers great control over your accounting work. It offers a comprehensive and dependable cloud accounting solution that includes CRM and business management tools for one software package that offers flexibility and integration. 

Even though accounting hasn’t changed much in the past several centuries, the way we record debits and credits have changed. We’ve moved from papyrus to paper and now form paper to PC (or Mac). It’s time to update, upgrade, and embrace the changes in accounting and accounting software for better business insights.

Free How-to Videos 

Did you know that Mindover Software offers free how-to videos on YouTube so that you can get the most from your Acumatica and Sage 300 software? Check out some of these titles to learn more tips and tricks:

• How to Apply Pre-Payments in Sage 300
• How to Process PO Receipts and Add Costs in Sage 300
• How to Process PO Receipts and Add Costs in Acumatica

Mindover Software

Mindover Software provides business software and solutions to companies big and small. Cloud applications from Acumatica and Sage provide companies of all sizes with powerful data management and business insights. For budgeting and forecasting managers, we offer integrated business intelligence suites and assistance with integration, cloud software and more. Contact us today for more information.

The post Are You Ready to Update Your Accounting Methods? appeared first on Mindover Software.

The need for speed has never been greater. Sage 300 can help.

Customers compare your delivery time with the companies they know. With Amazon talking about using drones to drop orders onto customers’ porches and the quest to have a warehouse close to almost every customer, they’ve upped the ante in the speed game. Even if you don’t sell to consumers, B2B customers experience the “Amazon effect” and subconsciously wonder why they can’t get their goods as quickly as they can their new books or blenders.

If you need to improve your speed of delivery, Sage 300 can help.

Supply Chain Visibility

Improved supply chain visibility provides a window into every aspect of your operations. With an ERP system, you can determine the current workflow status and assess the time it may take to receive needed raw materials and deliver finished products to customers. You can view the inventory of materials, parts, and finished goods and check supply at any stage of the process. You can also check your cash flow to ensure you’ve got enough cash on hand to buy more materials should the need arise.

Every piece of information available in an ERP dashboard enables better supply chain visibility. With that improved visibility comes the ability to make better, faster decisions.

For example, looking at today’s reports, you notice you’re low on one critical raw material that’s needed for several customer orders. Because you’re using a cloud-based system, you can log in from anywhere, anytime, to check on the status of the reorder. If it’s not coming in fast enough, you can alert the customer or seek the same item from alternative suppliers.

Predictive Analytics

Predictive analytics enable you to make educated guesses about what’s needed in your business from increased staffing to reordering materials. ERP systems offer the ability to establish predictive analytics for many critical areas of your business.

With better predictive analytics, you can:

• Obtain better pricing by longer pre-order times
• Know when it’s time to order more materials before it becomes critical
• Hire staff to handle peak production times
• Schedule routine equipment maintenance around peak production times to avoid costly delays

Predictive analytics can also help you order in bulk, which saves money, and avoid rush fees, too.

Improve Distribution

The faster you can get products to market, the better. ERP systems improve distribution by providing you with better data to manage vendor relationships. Monitor all the information entering the system—individual purchases, ordering, or billing, and make any adjustments needed to improve speed to delivery.

Each business has unique distribution processes. The great thing about Sage 300 is that it offers the flexibility to customize your dashboards and data entry so you can adapt it to your company’s distribution process. This added flexibility, along with enhanced data visibility, enables you to ship quickly with greater accuracy.

Sage 300 Support: Some of the Best in the Business

Mindover Software provides Sage 300 support and sales, and Sage itself is known as an excellent ERP vendor who offers unparalleled support.

If you’re looking for faster, better ways to make customers happy and get goods to market, think about the data you track and the systems you use to measure and monitor aspects of your business. No, an ERP system can’t fix poor product quality or marketing decisions, but it can help you spot them quickly and fix them. That’s what most businesses need—an automated “extra set of eyes” that helps them pinpoint anything not contributing to sales. Sage 300 excels at providing companies with the data they need to move faster in an ever-faster market.

For more information about Sage 300 or Sage 300 support, contact Mindover Software today at 512-990-3994.

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Technisoft makes scheduled maintenance easier on your business. All equipment wears out, but scheduled maintenance (also called preventative or routine maintenance) can help it last longer.

Scheduled maintenance is critical to keep machinery operating smoothly. Simple things can and often do go wrong with the equipment. Worn bearings, cracked or slipping belts and poorly calibrated instruments lead to manufacturing defects or worse, complete line breakdowns that add costly time and equipment replacement to a job.

With scheduled maintenance, you can keep ahead of the problems by fixing them before they turn into major headaches. Service Manager by Technisoft integrates with Sage 300, providing seamless scheduling of maintenance periods so that they do not interfere with manufacturing schedules.

Benefits of Scheduled Maintenance

Although taking equipment offline to perform scheduled maintenance may be frustrating, routine maintenance offers many benefits. These include:

1. Efficiency improvements: Clean and well-maintained systems work better. They save money by using less energy. The equipment performs better and saves energy and time when it is properly maintained.
2. Cost savings: While you cannot prevent all breakdowns, scheduled maintenance may prevent some, and that saves you the cost of emergency repairs and repair services.
3. Maintain schedules: An unexpected equipment failure can quickly add days or even weeks to a job schedule. Bt preventing breakdowns, you are also maintaining schedules, which in turn enables on-time delivery.

Common Maintenance Tasks

Each manufacturing plan will have tasks unique to their equipment and industry. However, some maintenance tasks are common to most businesses. These are the tasks you should schedule regularly.

• Filters – This includes office air filters, HVAC filters, grease and baffle hood filters, paint filtration parts, and water filters.
• Belts – Inspect belts frequently for signs of wear and change them according to the recommended timeline.
• Vehicle maintenance – Planned vehicle fleet maintenance includes inspection, tire rotation oil changes, and fluid checks.
• Calibration of instruments – Some instruments require re-calibration on a set schedule to ensure accuracy.
• Compressors – Compressors should be inspected to make sure there are no cracks or wear that can lead to safety hazards.
• Cleaning and changing lights – Change burned out bulbs. Dark areas can be a safety hazard. Check inside covered light fixtures and replace flickering or damaged bulbs. Clean fixtures.
• HVAC maintenance – Clean air ducts, change filters and check coolant levels. Natural gas tanks or propane-fueled tanks need to be checked regularly for leaks.
• Pest control – Termite inspection and pest control for rats, mice, and insects in warehouses, office buildings, and manufacturing areas controls pests and may be necessary for food warehouses, food or beverage production, or other industries.

Service Manager by Technisoft

Service Manager by Technisoft helps you track jobs in real-time, including service management. It gives technicians and managers the ability to access all operational data anywhere there is web access, in real-time, to adjust schedules or assess time to completion based on data.

Best of all, it is a Sage-endorsed product, which means it is known to work well with Sage-based products. It integrates easily with Sage 300, sharing data and helping with routine maintenance scheduling.

Don’t let simple equipment wear and tear derail production cycles and schedules. Schedule maintenance today using Service Manager for Technisoft.

For more information about Service Manager for Technisoft, Sage 300, or other software for manufacturing, please schedule a consultation or contact Mindover Software, 512-990-3994.

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Choosing a home health care software system can be challenging. Home health care agencies often face complex billing situations, for example, which require an accounting system that can handle multiple services in one bill, time tracking entered from offsite, and hourly billing. Add to this medical insurance billing codes and other unique aspects of a home health care software system and you’ll see why it’s essential to work with a software vendor such as Mindover Software to find a system that works for your agency.

Hours Wasted on Payroll and Billing

Timesheets kept on paper forms require multiple steps to process. First, the employee needs to update the information. Then, they must submit it to the accounting department on time. Next, an employee must manually enter it into the system, reconcile the hours, and generate payroll information. How many hours do you waste on manual payroll, billing, and accounting each month?

A home health care software system that includes accounting and payroll functions can save you a lot of time. By having employees enter their hours directly into the system, you can generate payroll, pay taxes, and do more in less time using the software. It’s a great time saver for your business.

Paper-Based Record-Keeping Makes Audits a Nightmare

The home health care industry faces additional challenges: audits. If you’re keeping your records using antiquated paper-based systems, you’re setting yourself up for a nightmare if you face an audit. Because of regulatory oversight, home health care agencies must keep accurate and secure records. Manual data entry, spreadsheets, and paper-based record keeping can lead to mistakes which can be costly.

Instead, switching to a home health care software system ensures all your records are secure and kept in one place. If your business is ever audited, you can generate reports and information from one system without searching through files and stacks of paper.

Small Business Accounting Software Can’t Cope

The average small business accounting software wasn’t made for a home healthcare agency. The complexities of record keeping, payroll, and invoicing can quickly overtax even the best out-of-the-box accounting solution intended for the average small business.

As your home healthcare agency expands, the added challenges of multiple locations, dozens of employees, and more clients can quickly overwhelm the average software package. Adding spreadsheets may be a temporary stopgap, but soon you will find yourself spending more time manually entering information into spreadsheets and coping with formulas, charts, and graphs. The hours spent working on spreadsheets quickly add up and could be saved with the right home health care software.

The Benefits of Integrated Home Health Care Software

A key phrase to remember when you’re shopping for a home health care software system is “integrated system.” An integrated system helps you keep track of more than just one aspect of accounting, such as payroll. It helps you track customer and patient records, human resources information, inventory and supplies, accounts receivable and payable, and much more.

Newer, cloud-based home health software also enables your employees to input their information from the patient’s home or on the road in between visits. Let’s say you have an LPN that makes three home-based visits per day. That LPN enters their hours, travel time, supplies used during the visit, and updates the patient record, all from their handheld tablet. It’s a huge time saver and ensures the information is updated immediately in your system.

Cloud-based home health care software systems use a network of internet-connected servers to save, share, and store data seamlessly. Anywhere you have an internet signal, you can use cloud-based systems. They can save your home health care agency a great deal of time and paperwork.

Another great benefit of cloud-based home health care software systems is the ease of reporting. Instead of figuring out how to create reports on spreadsheets from scratch, click on a button, and generate the report you need. It’s a huge time saver.

The time and effort saved, along with enhanced real-time information and better reports, are all great reasons to add home health care software to your agency.

But don’t just take our word for it. Here are two stories from actual home health care agencies that have implemented integrated home health care software systems and enjoyed the many benefits.

Mays Housecall Home Health Group Saves Time

Mays Housecall Home Health Group provides a wide range of services through 25 entities in Oklahoma, Texas, and Kansas. Mays used several back-office systems, including Excel spreadsheets, a clinical software program for patient management, and Sage 300 for business needs. The three software systems together were cumbersome and didn’t work as well as the organization hoped.

The biggest challenge Mays faced was finding information and producing reports. Mays asked Mindover Software, their Sage reseller, for help. Mindover recommended two modules: Renovofyi and Orchid’s Inter Entity. Once implemented, Mays was able to generate the financial reports they needed quite quickly. What used to take the company employees a week to produce now takes 30 minutes.

Additionally, the general ledger can now be shared between the software platforms, making information easier to find and use. Reconciliation of accounts across multiple companies is also faster and easier than before.

Lastly, the new modules have enabled Mays to process cash transactions efficiently, something they lacked before. Weekly transactions, cash flow reports, and other options now make this part of the business consistent throughout all Mays’ locations and departments.

Sage 300 was the right integrated accounting system for Mays. It just needed a few expert tweaks and additions to make it work the way the company needed it. Mindover Software had the experience to recommend the right modules to helps Mays meet and overcome their accounting challenges.

Bethany Home Healthcare

Bethany Home Healthcare of Fort Worth, Texas, provides both home health services and patient education for families. Founded in 2002, the company has now grown to 16 locations throughout the Fort Worth area and serves hundreds of families.

Bethany began with a small business accounting software package but quickly ran into its limitations for the home healthcare industry. The system couldn’t handle the expansion of the company and kept crashing. Processing payroll for over 1,000 employees was a nightmare of time and effort, often taking a week to run and five employees working on it. The time and effort spent just to run their basic business accounting were exhausting and wasteful.

Bethany Home Healthcare contacted Mindover Software after conducting its initial due diligence on integrated accounting systems (also called ERP systems). Mindover’s team quickly realized that Bethany already had a partial solution installed: Sage 300 ERP.

Although Bethany had Sage 300 ERP, it hadn’t been fully implemented. Mindover’s team was able to fix the problems and finish the implementation so payroll could be run efficiently through Sage 300. As a result, Bethany was able to cut the cost of running payroll down by 200%. It was a considerable time and cost saver for the home healthcare agency.

Paying vendors also took time. With Sage 300, Bethany was able to shave the time it took to sort, process, and pay multiple vendors down from 1.5 days of manually sorting and processing invoices to a 15-minute automated process.

Additional challenges awaited, however. It was tough for Bethany to help their staff overcome their initial resistance to change. Training and support from Mindover Software was an integral part of that process. Bethany’s leadership team felt Mindover’s staff went above and beyond the training required to help everyone embrace Sage 300.

By helping Bethany Home Healthcare use what they already had installed, Mindover Software eased their concerns, saved them money and time, and enabled them to streamline their business so they could become more efficient in back-office processes. Because Mindover understood the home healthcare business and knew how Sage could support it, they were able to pinpoint solutions immediately and help Bethany use them. It was a successful project that helped support the next phase of growth for Bethany Home Healthcare.

Are You Ready for an Integrated Accounting System?

These success stories are only part of the big picture. Many home healthcare agencies around the country are discovering the power of an integrated accounting system or an ERP that can help them manage back-office operations and improve efficiency.

Generating payroll, updating record-keeping, invoicing clients, and paying bills doesn’t have to be tedious and time-consuming. With the right automated system, your home healthcare agency can improve its office tasks too.

Learn more about Sage 300 from Mindover Software. We welcome your inquiry and are here to help you with Sage 300 implementation or other software needs. Please contact us at or call 512-990-3994.

The post Choosing a Home Health Care Software System: Tips for Success appeared first on Mindover Software.

In a time of great uncertainty and worry, flexibility and organization are key to keeping your business running smoothly. However, that can be difficult right now in the home healthcare industry, when many patients may cancel appointments to reduce risk to themselves or their families.

The current health crisis has disrupted nearly every part of the industry: Vicki Hoak, executive director of the Home Care Association of America, said the coronavirus pandemic has “absolutely changed the face of home care” and “upended everything about our daily operations” (NBC).

Agencies who adopted cloud-based home healthcare scheduling software in 2019 were in a much better position to serve their patients when the pandemic arrived than those who hadn’t yet added home healthcare scheduling software to their technology suite.

Up to 43% of agencies with scheduling software still use spreadsheets to track their employees’ time. Many purchased scheduling software without considering the need for cloud systems. Cloud systems enable remote workers to log into the agency’s network from any location with internet access. The result is an efficient and better way to manage information and schedule appointments.

Home Healthcare Scheduling Apps

Home healthcare software helps agencies manage tasks such as accounting, billing, scheduling, medical records, clinical, and point-of-care needs. Home healthcare scheduling is usually a module or component of larger home healthcare packages agencies use to run and manage their operations.

Scheduling apps are part of the suite of home healthcare software. They focus on matching caregivers to patients and improving efficiency within an agency. The right scheduling systems can reduce downtime for employees by booking appointments using all the data available. If someone cancels an appointment, scheduling apps can redirect employees to the next appointment, saving time for the employees and costs for the agency.

Home Healthcare Scheduling: Benefits of Cloud Software During COVID-19

In the COVID-19 pandemic, the home healthcare industry is facing “the public health challenge of our lifetime,” said Dr. Steven Landers, president and CEO of the Visiting Nurse Association Health Group (NBC). The situation evolved rapidly, and many agencies were unprepared for such unprecedented change.

However, agencies who adopted home healthcare software, including scheduling apps, were well-positioned for the abrupt shift in service delivery when the various stay-at-home orders were issued.

As the elderly and those with pre-existing conditions were urged to stay at home and avoid unnecessary exposure to the novel coronavirus or COVID-19, many contacted their home healthcare agencies to cancel appointments. Some were able to depend on family members, now working from home, for their primary needs. Others, fearful their healthcare aids might transmit the virus and put them at risk, simply felt better without people coming and going from their homes.

Save Time and Money

For agencies without cloud software, the constant appointment changes made keeping track of employees and managing their time efficiently a nightmare. Agencies who used cloud scheduling systems were able to deploy personnel to new locations quickly, saving considerable time and money. The agency could assess how many people were needed to fill open appointments and adjust staffing accordingly.

Proactively Connect With Patients

Another benefit of scheduling software is it can proactively contact patients to see if they would like to move up their appointment time. One agency, for example, used Sage 300 with the CRM (customer relationship management) and a custom scheduling app by Mindover Software. Using the system, the agency reached out to patients waiting for appointments or next in line for appointments to fill spaces in the schedule due to cancellations. The result was more patients seen, a full schedule without wasted time or appointment blocks, and no lost revenues for the agency.

What to Look for in a Home Healthcare Scheduling System

As you assess home healthcare software, look for the following in a scheduling app:

1. Complies with HIPAA.
2. Commits to 100% security (frequent updates, etc.).
3. Helps assign the right caregiver to the patient—considers caregiver skills, patient preferences, and needs.
4. Based on the cloud—allows caregivers and employees to send and receive updates and connect with providers at a moment’s notice.
5. Grants providers access to patient information, so they don’t have to go through the same health questions over and over again.
6. Makes it easy to plan around time-sensitive visits and recurring visits.
7. Syncs patient data automatically.
8. Manages full, part-time, and temporary workers.
9. Works even without an internet connection via an offline mode that enables data to be entered and synced later once an internet connection is restored.

Now is the time to add home healthcare scheduling software and an advanced cloud home healthcare agency management solution to your business.

Five Benefits of Home Healthcare Software – Especially Home Healthcare Scheduling

Cloud-based home healthcare software eliminates many time-consuming tasks, improves communication, and makes managing your agency easier. There are many benefits of using this software, but the following five are those that many agencies find help them the most.

1. Removes paper-based documentation: Paper documents are the standard in many home healthcare agencies, but they are inefficient and insecure. Notes hastily scrawled onto forms must be transcribed into the system and then shared manually with doctors, other caregivers, and family members. When using a cloud-based system, however, notes can be accessed by others with login credentials in the system.
2. Reduces payroll mistakes: Workers log directly into the system using the home healthcare scheduling app to record their hours. These hours can then feed into accounting, enhancing accuracy when running payroll, social security, and Medicare taxes.
3. Flexible scheduling: Busy agencies find cloud software makes it easier to reroute and divert staff to their assignments as needed. If a patient cancels or if another patient needs urgent care, the agency can adjust the schedule online using the home healthcare software, and the employee receives a notification. There’s no need for multiple phone calls to track employees down, explain the change, and update the system when they return from their calls. It’s all done online.
4. Prompt insurance billing: Because bills can be issued quickly, without waiting for staff to key visitation information in from their paper forms, you can put insurance claims in faster and receive payments more rapidly.
5. Integrated systems: Home healthcare software integrates many typical business applications, such as accounting, finance, operations, scheduling, and communications. Instead of trying to juggle several systems at once, and then manually consolidating the information, a home healthcare software system lets you get the big picture view and handle the details. Integrating all systems means data from one area of the business can flow easily into another. Hours worked translates into payroll and accounting tasks. Patient-care notes can be shared quickly with doctors and family members. The accounting department can view insurance claims in process, paid in part, and paid in full. All these tasks can be accomplished within one system, accessed anywhere, anytime there is an internet connection, instead of opening and closing multiple applications.

The COVID-19 pandemic may last for a while. It’s time to make it easier for your agency to deal with all the changes the new situation has brought to the way people live and work, and that includes how patients view appointments. To learn more about Mindover Software’s custom home healthcare agency scheduling apps, contact us, or call 512-990-3994.

The post How Cloud-Based Home Healthcare Scheduling Helps Agencies Succeed During COVID-19 appeared first on Mindover Software.

Mindover Software offers full Sage 300 support for all our customers. Why is this important? Because with a comprehensive understanding of Sage 300, you can maximize all the wonderful benefits inherent in this powerful ERP.

Download our white paper on Sage 300 today to learn more about the many benefits of enterprise resource planning.

Are You Getting the Most from Sage 300?

Walk through any manufacturing shop floor, and you’ll see raw materials moving in and finished goods or components moving out. But in between these stages lies a multitude of processes, each with its own measurable aspect. No matter what is being manufactured, measuring the efficiency by which raw goods are turned into finished, marketable products can help you spot inefficiencies and reduce waste.

For example, you can measure:

• Speed to market from start to finish
• Equipment usage
• Waste materials
• Shortages
• Supply chain efficiencies

Yet, how are you measuring each of these elements? It’s not uncommon to see people with clipboards moving about the manufacturing floor making notes and then heading back to the office to enter their records into their computerized systems manually.

Sage 300 offers numerous modules that can make manual data entry a thing of the past. Sage’s document management function enables you to transform paper-based documents into electronic documents that can be emailed to recipients. Doc-link also lets your team email documents to customers, suppliers, and more without once using actual paper. Now that’s what we call a paperless office.

But there are more features in Sage 300 that can help make your shop floor more efficient. Sage Inventory Advisor can alert you to shortages, for example, or supply chain inefficiencies when you’re juggling multiple projects. By setting stock alerts, the system can automatically notify you when specific raw materials are running low. That helps reduce inefficiencies and speed up the time to market by ensuring raw materials are always on hand to fulfill customer orders.

Sage 300 Support: Consider What You Don’t Know

If it’s been more than a year since you implemented Sage 300 ERP, consider speaking with someone from Mindover Software for a refresher. Many people believe they are using their software packages fully but find, with some exploration, that they are using only a small portion of a robust enterprise package.

Let’s look at an example. Susan stepped into the role of quality control manager several months ago for a busy factory. Her predecessor retired after many years on the job and did not like to use the new ERP system the company implemented. He preferred to use a pen and paper, for example, to count inventory and to keep notes in his office on the supplies on hand.

Although he reviewed a few features of Sage 300 with Susan when she came onboard, he did not know enough about the system to mention many of the features such as DocLink and Sage Inventory Advisor that Susan could have used to help her save time and effort. Susan spent many months typing notes into the system, snail-mailing papers to her customers, and chasing down slow deliveries when she could have found all the information she needed on the Sage 300 system itself.

Sage 300 support offered through Mindover Software would have helped Susan learn that Sage 300 provides more than the basics her predecessor learned. With additional training and Sage 300 support, Susan could have improved productivity and efficiency quickly and used her time and talents to think of innovative ways to boost revenues.

Sage 300 Support Is Waiting for You

Sage 300 has a lot to offer. There are accounting and finance modules, inventory control features, sales support features, document management, and other modules that improve productivity throughout your company.

Mindover Software offers Sage 300 support and implementation, as well as additional information and services for Sage-based products. We invite you to contact us today for more information or call 512-990-3994.

The post Full Sage 300 Support Enables Your Company to Maximize the Potential of ERP appeared first on Mindover Software.

Business process automation, or the automation of common business processes and tasks to save time, has helped many businesses improve efficiency. One area where automation can really help is in the area of a paperless audit.

As the name suggests, a paperless audit is a business audit using electronic documents rather than paper-based receipts. Retailers, for example, may conduct quarterly audits to ensure their accounts and receipts match. In years past, auditors traveled onsite to the business and reconciled reams of register tape with the account books, an exhausting task. Today, a paperless audit can be conducted in the comfort and convenience of the auditor’s offices and accomplish the same goals.

Paperless audits use technology such as DocLink from Altec to streamline business process automation. Curious? We have a recorded webinar you can watch at your convenience showing how Sage 300 works with DocLink for business process automation. In it, you’ll learn more about how the systems work together to save time and improve efficiency.

5 Benefits of a Paperless Audit and Business Process Automation

A paperless audit conducted through automation offers many benefits.

1. Saves time: When documents have been scanned using a system like DocLink, it’s easier to find them when needed. Managers and auditors can find the documents they need quickly and easily using the search function in the system.
2. Reliable: DocLink offers not just the document but the document history, so you can see who entered it into the system, who accessed it, and any other information germane to the document itself. This is invaluable for the auditing process.
3. Money saving: Auditors may charge additional fees to work onsite. By delivering all the necessary documents electronically, you may be able to save money. Additionally, you’ll save on office supplies such as paper and toner by avoiding all the printing that accompanies a traditional audit. That’s not a small thing, either—office supplies can really add up!
4. Increased accessibility: If the auditors need to share documents with an additional party, they can do so easily—and you’ll have a record of who reviewed the documents in the system.
5. Faster turnaround: By making it easier for the auditors to access documents, they may be able to work more quickly and provide faster turnaround of your audit.

Going Paperless? Business Process Automation Is the Key

If these benefits appeal to you, then business process automation and going paperless are great first steps.

If you’re moving into business process automation, the first step is to identify repetitive tasks that are easy to automate. Document manage is definitely on the list. How much time does your team spend printing, filing, and looking up documents? All this can be accomplished quickly and efficiently from a computer with software like DocLink from Altec.

Once you’ve chosen the process to automate, work with the team who will be using the process and software the most to document the process. Documentation is an important step to full business process automation. When a process is document, it is much easier to replicate as well as train newcomers to the company on how to follow the procedure.

Lastly, conduct your own review of the business process automation system several weeks or months after it has been initiated. Examine whether or not the process is working well for everyone and, if not, what can be done to improve it.

Business process automation can save considerable time, money, and effort. It is especially useful for a paperless audit. If you’re interested in taking the first steps towards full business process automation, speak with the consultants at Mindover Software.

Mindover Software

Mindover Software is a software reseller with a broad range of accounting, ERP, finance, customer relationship management, and other software products. For more information, please contact us or call 512-990-3994.

The post Business Process Automation Helps a Paperless Audit Go Smoothly appeared first on Mindover Software.

Sage document management can help you shift to a truly paperless office. Impossible, you say? Well, paper will always be around an office. After all, we still have pens and pencils even though most of us write business documents on the computer.

Many companies have wanted for a long time to go to a paperless environment but struggled with shifting common business tasks from paper to digital. How do you pay bills when vendors continue to mail them to you? What do you do with physical bills of lading or shipping manifests? How do you handle customer quotes and project documents?

We’ve put together seven steps to help you move from a paper-dependent office to a mostly paperless one. The key is using software such as Sage Document Management. When you have Sage document management integrated with Sage 300, you’re ready to make the move to a streamlined digital environment.

8 Ways to Speed the Transition to a Paperless Office

Use these eight steps to transition your company to a paperless environment.

1. Track your expenses related to paper use. This includes expenses such as copier and printer ink and toner, paper, and even repairs for the equipment. Prepare a report for the company’s managers that lists all the expenses related to continuing to use paper instead of Sage Document Management. Then, show them the report so they can see the dollars and “sense” or using software instead.
2. Check with your vendors and, if they offer e-billing and e-payments, discuss accepting these with your accounting department. See if you can transition as much of the current paperwork as possible to paperless.
3. Use software that makes it easy to route documents for signatures and sign them electronically. The E-Sign Act of 2000 confirmed that electronic signatures are valid, which means documents are still valid with a digital signature instead of a physical one.
4. Switch to a cloud-based productivity suite such as Google Business Suite or Microsoft Teams. These systems enable collaboration and easy sharing of documents without the need to print them.
5. Eliminate fax machines from your office. Instead, switch to electronic faxes, which transmit files through the web.
6. Scan documents rather than photocopy them when you need to share them with several people. Save them as a PDF and email the PDF to others.
7. Print on both sides of documents when at all possible. While it still uses paper, it will cut your paper usage as much as possible.
8. Remove file cabinets from the office, too. You’ll be amazed at how much space your office gains when stand-alone cabinets are gone.

Sage 300 and Sage Document Management: A Powerful Paperless System

Sage document management through DocLink enables you to transform your ERP into a system that can easily manage a paperless office. Sage itself has many features to make it easier and faster to tackle paper-based tasks, and it can help you automate many tasks, too.

With DocLink for Sage, you’ll be able to:

• Open a scanned document inside Sage
• Repurpose values from scanned documents
• Increase efficiency and save time routing documents
• Reduce paper use

The truly paperless office may yet be achieved, with a little help from Sage and DocLink. For Sage 300 users, DocLink can speed up the transition to a paperless system and help you save money while gaining efficiency. Take the next step toward the transition to a paperless office and contact Mindover Software for more information.

Mindover Software provides ERP software consulting, training, and implementation. For more information, please, contact us or call 512-990-3994.

The post Sage Document Management Helps You “Go Paperless” appeared first on Mindover Software.