Download Reports & White Papers – Acumatica & Microsoft Dynamics GP

Do your own research on ERP software selection, Microsoft Dynamics, and the technology industry with these recommended 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.

Acumatica Bank Feeds

Acumatica Bank Feeds Data Sheet

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

xRP Platform

The xRP Platform

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

Key Performance Indicators for Distribution

Key Performance Indicators for Distribution

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

19 Brilliant Ways to Promote ERP User Adoption

19 Brilliant Ways to Promote ERP User Adoption

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

9 Creative Ways Microsoft Dynamics is Helping Businesses Pivot During Crisis

9 Creative Ways Microsoft Dynamics is Helping Businesses Pivot During Crisis

Organizations are looking to Microsoft Partners to help them pivot quickly during these uncertain times. In this eBook we look at ways companies are relying on Microsoft Dynamics and their Microsoft Dynamics Partners… more

Acumatica eBook-The New State of Work in Challenging Times

The New State of Work in Challenging Times

Today’s hypercompetitive 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

Acumatica ERP System Evaluation Checklist

ERP System Evaluation Checklist

Use this checklist to compare the features and benefits of ERP vendors across five categories. Rank as low, medium, or high priority…. more

9 Questions Nobody Asks Their ERP Partner...But Should

9 Questions Nobody Asks Their ERP Partner…But Should

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

21 Reasons Millennials Prefer Microsoft Dynamics

21 Reasons Millennials Prefer Microsoft Dynamics

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… more

Clearing the ERP Clouds

Clearing the ERP Cloud

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…. more

Why Choose Acumatica?

Why Choose Acumatica?

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

7 Pitfalls to Avoid as You Transition Business Software to the Cloud

7 Pitfalls to Avoid as You Transition Business Software to the Cloud

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

7 Serious Business Risks Eliminated by Cloud ERP

7 Serious Business Risks Eliminated by Cloud ERP

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…. more

What the Heck is Digital Transformation and What Does it Mean for Your Business?

What the Heck is Digital Transformation and What Does it Mean for Your Business?

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

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

Nucleus Research Cloud Delivers 2.1 Times More ROI

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

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

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

How Cloud ERP Frees Finance Team from the Limitations of IT

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

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

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

Fuel Distributor Profits

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

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

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

White Paper: Beyond Software - How to Estimate the Costs of ERP Implementation Services

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

35 Questions Every CFO Needs to Ask About ERP Software In the Cloud

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 Must Ask Before Buying Accounting Software

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

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 ERP Technology Value Matrix 2022Acumatica 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