Whether you’re a long-standing ISM client, one of our valued partners, or you’re just fascinated by all things ISM, you’ll be interested in this news: ISM has merged with SWK Technologies, Inc. as of June 1, 2018. BJ, Carla, Jennifer, and the rest of the ISM team are really excited about this new chapter for ISM, and we’re sure you’ll be too.

First things first: Rest assured. Everyone you know and love at ISM will still be here, and we’ll still be in the similar roles. You’ll get the same, high-quality service you’ve come to expect with ISM… you simply have even more options now!

Now that we’ve got that covered, check out the rest of the ISM merger details in today’s post.

Got questions about the ISM merger that you want answers to right now? We’re here for you. Contact ISM online or call us up at (503) 496-5350. Feel free to call your account manager too; we’re all still right here!

THE BASICS

What’s Happening?

ISM is merging with SWK Technologies, Inc., which is one of the leading resellers for Sage 100cloud, Sage 500, and Sage Enterprise Management (AKA Sage X3). SWK also sells Acumatica and NetSuite, and they’re the team behind many of today’s “go to” solutions that enhance all these products. Know MAPADOC? They’re the ones that invented it. You can learn more about SWK on their website: www.swktech.com.

When Will the Merger Happen?

The official merger date is June 1, 2018. As of that point, ISM will officially be known as SWK Technologies, Inc. That means that when you call us up after that date, we’ll say you’ve reached SWK Technologies. (Don’t worry though, it’s still us on the phone.)

Will the Merger Change Anything?

There will be a few changes, such as our email addresses (which will soon be SWK emails), the way we answer the phone (“Thanks for calling SWK Technologies!”), and the range of services you have access to (a LOT more). Aside from that, you won’t experience much difference because you’ll still work with the same ISM people as always, and you’ll still get the same, awesome service you’re used to.

Most importantly:

• You will continue to work with the same people in our firm you have in the past. All of our people are being retained in their current roles.
• Our fee structure will not change.
• The services we have provided you in the past will continue to be offered by the combined firm. 
• Our phone number and support options remain the same.
• Our locations and offices remain the same.

ALL THE DETAILS YOU WEREN’T GOING TO ASK ABOUT… BUT WE ANSWERED ANYWAY

Not sure if you’ve noticed this about us, but we really like answering your questions. Therefore, here’s some more answers for you, about things we know you’re curious about.

Why Did the Merger Happen?

Honestly, we figure this is the best option for you, our customers, as well as for our team. You may have noticed that ISM has grown considerably in the past few years… but it’s been a real challenge to find and retain excellent people in our part of the country. We refuse to take shortcuts on the service we offer to you – which means we’ve been working longer and longer hours to keep up. This merger gives us access to a larger team, so we can stop spreading ourselves so thin and refocus on what really matters to us: your business success.

What Was the Merger Worth?

We know, you weren’t going to ask… but you wondered. Heck, we’d wonder too if we were you! The purchase price for ISM is $1.7 million, including $300,000 cash and a $1.4 million convertible note.

What’s Next?

As we merge into SWK Technologies, BJ will start serving as SWK’s new CTO (Chief Technology Officer), and Carla will move into her role as Vice President of Partners and Alliances. Everyone else you know from the ISM team will start learning about the wide array of products and services that SWK brings to the merger, so we’ll be able to provide even more solutions than ever before.

IN CLOSING…

Since 2001, ISM has worked hard to deliver on our motto: “Simple answers to difficult questions.” As business owners and leaders ourselves, we fully understand what it takes for you to keep your operations running smoothly and productively, day after day – year after year.

Over the past 17 years, we’ve worked hard to deliver the answers you need by retaining experienced professionals at the tops of their fields, as well as developing and delivering the custom solutions you’ve requested. We’ve also stuck true to our belief that our clients (yes, you!) deserve an honest, reliable, and responsible long-term relationship with your business software expert. One in which you can ask difficult questions and get simple, real answers.

Over the years, we’ve been glad to see that our approach works. We’ve been proud to watch our clients increase their business success (while saving enough time to also follow their personal passions), and we’ve been honored to work with incredible partners who offer outstanding, innovative products.

That’s why we’re so excited about this new chapter we’re entering with SWK Technologies, Inc. Not only do we look forward to enriching our offerings even further by putting our heads together with the SWK team’s deep expertise and knowledge, we also enjoy the fact that, with SWK, we’ll be empowered to offer a wider range of solutions that will help your business achieve even more success.

It’s an exciting future ahead of us.

And, we gotta admit, we’re pretty darn thrilled.

Got questions? As always, we’re here with answers for you. Feel free to contact ISM online or call us at (503) 496-5350 to learn more about the ISM merger (or to ask about whatever else is on your mind). You can also find the press release here.

The post Exciting News! ISM Merger with SWK Technologies – Get the Details Here appeared first on GoISM - Business Software Sized for Your Business.

Whether you’re reporting to senior management, a government agency, internal/external auditors, donors and executive boards, or the IRS, you’re accountable for the status and value of your organization’s many fixed assets.

Those assets can take the form of buildings, machinery, computers and other electronic equipment, office furnishings, even assets you build.

Accurately tracking their varied lifecycles can be a daunting task — especially when there’s so much at stake.

You need to:

• Constantly stay in compliance with the latest (and ever-changing) regulations or risk being penalized
• Be prepared for an unforeseen disaster and have the capability to recover quickly
• Make sure you’re not overpaying on taxes and insurance, while taking advantage of the most current tax credits
• Optimize your and your staff’s time to eliminate redundant and repetitive activities

Any one of these responsibilities is stressful, but taken all together they can be overwhelming.

What is Sage Fixed Assets—Depreciation?

Sage Fixed Assets—Depreciation provides simplified fixed asset tracking with comprehensive depreciation calculations including over 300,000 U.S. and Canadian regulations for businesses, governments, and nonprofits. Thanks to an intuitive user interface, Sage Fixed Assets—Depreciation gives you the flexibility to manage the entire fixed asset life cycle—from acquisition to transfers and disposals—for both public and private organizations.

With advanced fixed asset accounting and reporting features, Sage Fixed Assets—Depreciation can help you prepare your year-end financials, allocate costs, calculate depreciation, eliminate redundant data entry, and store digital images of key asset records such as purchase orders, warranty information, and insurance records.

And with the addition of Sage Fixed Assets—Reporting you can create an endless variety of custom reports, including charts, graphs, and advanced formatting options.

In addition, by adding Sage Fixed Assets—Tracking, you never have to worry about a disconnect between your inventory database and asset registry thanks to seamless integration.

What Does the On-Demand Webinar Cover?

In the on-demand webinar, you’ll learn how to:

• Eliminate complicated and error prone spreadsheets
• Save time and money managing your fixed assets using the best depreciation calculation engine
• Manage depreciation with more than 50 depreciation methods including MACRS 150 percent and 200 percent (formulas and tables), ACRS, Straight-Line, etc.
• Help ensure compliance with government regulations
• Integrate with popular general ledger systems (like Sage 100cloud and Sage 500)

View the on-demand “Sage Fixed Assets—Depreciation” webinar and see the solution in action.

The post Sage Fixed Assets—Depreciation: Why Do You Need a Fixed Assets Solution? appeared first on GoISM - Business Software Sized for Your Business.

Tracking fixed assets is an important concern of every company, regardless of size. Fixed assets are defined as any ‘permanent’ object that a business uses internally including but not limited to computers, tools, software, or office equipment. Without an accurate method of keeping track of these assets it would be very easy for you to lose control of them.

If you’re like most companies, you probably started tracking your fixed assets in a spreadsheet years ago, when your company was much smaller and had far fewer fixed assets. And now, as the spreadsheets have grown in size and number, you face significant challenges to track the location, quantity, condition, maintenance and depreciation status of all these fixed assets.

At this point, many companies turn to fixed asset tracking software.

Fixed asset tracking software allows companies to track what assets it owns, where each is located, who has it, when it was checked out, when it is due for return, when it is scheduled for maintenance, and the cost and depreciation of each asset.

Fixed asset tracking software is often used to track both information about an asset for financial reporting purposes as well as the physical location of an asset.

What Is Sage Fixed Assets—Tracking?

Simply put, Sage Fixed Assets—Tracking makes keeping track of the items you use to run your organization a whole lot easier with automated inventory functionality and built-in reconciliation capabilities.

Sage Fixed Assets—Tracking utilizes easy-to-use “wizards” to walk you through every step of the inventory tracking process, helping to eliminate lost or stolen assets, reduce insurance and, if applicable, tax overpayments.

Using state-of-the-art barcode readers, you can conduct multiple inventories concurrently at multiple sites and reconcile data at one central location. And, since Sage Fixed Assets—Tracking comes with over 40 fully customizable fields, you can control data entry with notes and images to clearly describe each asset record.

Sage Fixed Assets—Tracking integrates seamlessly with Sage Fixed Assets—Depreciation, so your information is in a single database—eliminating double entry as well as ensuring your asset data is never out of sync due to departments not sharing information.  Plus you can use Sage Fixed Assets—Tracking  with Sage 100cloud, Sage 500, and Sage Enterprise Manager (formerly Sage X3).

What Does the On-Demand Webinar Cover?

View the on-demand webinar to learn how to:

• Reconcile the status of your assets—for example, missing, lost, or stolen goods—against the current asset ledger.
• Report on all the crucial information you need for keeping track of your fixed assets, including which have been transferred, inventory exceptions, and duplicate tags.
• Define security profiles for individual users to ensure only those allowed to change the data are able to.
• Check assets in and out to easily keep track of who has which item, receive alerts when checked out assets are overdue, and see the history associated with each asset.
• Utilize optional hand-held devices and barcode labels for easy tracking in any environment.
• Speed up the asset inventory process so you can conduct inventories more regularly to help ensure your tax liabilities and insurance are always up to date.
• Seamless integration with the entire family of Sage Fixed Assets management solutions including the ability to eliminate duplicate data entry by sharing the same database with Sage Fixed Assets—Depreciation.

View the on-demand “Sage Fixed Assets – Tracking” webinar.

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Founded in 2001, ISM has installed solutions at prominent companies both nationally and on the West Coast.  ISM currently has offices in Portland, San Diego, Phoenix and Washington, D.C..

Mark Meller, CEO of SilverSun, stated, “ISM and SWK are ideal fits for each other.  BJ O’Reilly has done a spectacular job in building and growing a profitable, high-quality organization.  The talent, skills and expertise that he and his partner, Carla Brown, bring to our organization, the technical infrastructure and ability to host an array of business applications for our customers, and the geographic differentiation make ISM an excellent acquisition for SWK on many levels.”

“As the new Chief Technology Officer (CTO) of SWK, BJ will bring expertise and experience to our organization which will enable us to continue and even accelerate our exciting growth strategies.  Carla Brown, who has exceptional relationships with ISV’s and business partners throughout our ecosystem, will serve as Vice President of Partners and Alliances. “

“As a result of the acquisition, we will now own the infrastructure which will allow us to directly host our client’s business applications, including Sage 100cloud and Acumatica.   This represents a new line of business for the Company, one which we can rapidly scale as a result of our publisher and partner relationships, and as a result of our Partner Success Program.”

BJ O’Reilly, President at ISM, stated, “Our companies have worked together for many years, and we know each other well.  The customer‐focused approach and corporate culture at SWK is almost identical to ours. The skill set of their team is exceptional, and both companies share the same corporate values. We have tremendous opportunities in front of us, and the size and scale of the combined organizations will provide us with the resources to take full advantage of these opportunities.  We’re better together, and clients on both sides will benefit from this transaction.

About SilverSun Technologies, Inc.

SilverSun Technologies is involved in the acquisition and build-out of technology and software companies. The Company’s growth strategy is to acquire firms in the extensive and expanding, but highly fragmented, business solutions marketplace, as it seeks to create substantial value for shareholders. Since June 2004, SilverSun has acquired SWK Technologies, Inc., Business Tech Solutions Group, Inc., Wolen Katz Associates, and AMP-BEST Consulting, Inc. Through its subsidiaries, the Company offers an array of accounting and business management products, including its own proprietary software, as well as a wide range of value-added services.

For additional information, visit SilverSun’s corporate website: www.silversuntech.com

About ISM

ISM began as a small business with one vision in mind: “Simple answers to difficult questions.” Their goal was to convert complex technology into tangible business value so their clients get more work accomplished using fewer resources. Keeping that same vision in mind, today ISM has grown to become one of the top Sage resellers and business technology providers in the country.

Their diverse professional staff is uniquely qualified to support all major areas of business technology including Customer Relationship Management (CRM), Accounting and operations (ERP), and Human Resource Management and Payroll (HRMS). They also implement the most widely‐used business and accounting software applications on the market including Sage ERP Accpac, Sage ERP MAS 90, Sage ERP MAS 500, SageCRM, Sage CRM SalesLogix, ACT! by Sage, and Sage FAS Fixed Assets.

Go to www.goism.com to learn more about ISM.

This news release includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, as amended, regarding among other things our plans, strategies and prospects — both business and financial. Although we believe that our plans, intentions and expectations reflected in or suggested by these forward-looking statements are reasonable, we cannot assure you that we will achieve or realize these plans, intentions or expectations. Forward-looking statements are inherently subject to risks, uncertainties and assumptions. Many of the forward-looking statements contained in this news release may be identified by the use of forward-looking words such as “believe,” “expect,” “anticipate,” “should,” “planned,” “will,” “may,” “intend,” “estimated,” and “potential,” among others. Important factors that could cause actual results to differ materially from the forward-looking statements we make in this news release include market conditions and those set forth in reports or documents that we file from time to time with the United States Securities and Exchange Commission. All forward-looking statements attributable to SilverSun Technologies, Inc. or a person acting on its behalf are expressly qualified in their entirety by this cautionary language.

Contact
SilverSun Technologies
Mark Meller
CEO
(973) 758-6108
meller@silversuntech.com

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Have you ever been to a surprise party where you were the one who was surprised? Surprises are great at parties, but surprises in your business are a whole different story.

Not knowing what’s going on and not responding when you need to means you’re fighting fires instead of preventing them.

That’s how Sage Alerts and Workflow can help.

Sage Alerts and Workflow automatically monitors your ERP data for critical, time-sensitive conditions.

For example, it can identify past due client and then send alerts about them. it can put them on credit hold, and it can even re-send them copies of their overdue invoices.

Or when stock runs low, Sage Alerts and Workflow can auto-create a purchase order.

What is Sage Alerts and Workflow?

Sage Alerts and Workflow monitors your business applications and performs alerts, report distribution, and workflow based on your business conditions. You can keep people informed by delivering automated alerts about any business condition. You can streamline processes by automating best practices. You can even auto-deliver relevant forms, documents, and reports to the people who need them. 

While you can customize your own alerts and workflow, some out-of-the-box alerts include:

• Open Invoices Overdue for Payment
• Payables that are Overdue
• Invoices with Excessive Freight
• High Balance Customers
• Customers Running Out of Credit
• Customers Over Credit Limit
• Customers Not Buying Recently
• Stock Surpluses / Shortages
• Quotes Expiring in ‘x’ Days

Sage Alerts and Workflow works with Sage 100/100cloud, Sage 500, and Sage Enterprise Management (formerly Sage X3).

What Does the Webinar Cover?

The webinar will demonstrate:

1. Alerts
   • How to deliver automated alerts about any business conditions, such as overdue invoices, critical support issues, or contracts about to expire.
   • How to deliver the alerts via any method, any device, including email, text message, fax, dashboard, or instant message.
   • How to send alerts to everyone; employees, customers, and suppliers – in the format they want, and when they need them the most.

2. Reports
   • How to auto-deliver relevant forms, documents, and reports to the people who need them.
   • How to automate the generation and delivery of invoices to customers, purchase orders to suppliers, and analytical reports to managers.
   • How to schedule reports to auto-distribute based on any recurring schedule and in the requested format, and configure other reports to auto-run only when the business conditions warrant it.

3. Workflow
   • How to streamline processes by automating best practices.
   • How to move data between applications; and create custom integrations that turn resource-intensive manual processes into automated business activities.

View the “Sage Alerts and Workflow” on-demand webinar.

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Is your company like many small and medium businesses that use Excel spreadsheets to manage their budgeting process?

If you are, then you probably dread the annual, manual, error-prone guessing game of managing multiple spreadsheets with limited visibility. And as your company grows, the spreadsheet budget process gets even worse since the process can’t scale. There are simply more and more spreadsheets that don’t link and don’t roll-up. And, no one is able to see the entire budget until all the spreadsheets are imported.

What is Sage Budgeting and Planning?

Sage Budgeting and Planning integrates with Sage 100 to streamline the budgeting and planning process, enabling you to free yourself from time-consuming spreadsheet mechanics and focus on strategic budgeting and planning.

You improve the flow of key information, such as business drivers and transaction data, through templates, automatic distribution and consolidation of the budget, central control over budget revisions, real-time seamless integration of data sources, and built-in security mechanisms.

With more control over your budgeting and planning process, you can create effective, more accurate budgets and forecasts, and render a true analysis of company performance.

Sage Budgeting and Planning accommodates your organizational structure and provides a purpose-built solution. Strong management capabilities allow for seamless integration of budget submissions from multiple departments, using “Plan Sheets” that have a familiar spreadsheet look and feel.

Some key features of Sage Budgeting and Planning include:

• Integration with all enterprise data
• Integration with General Ledger (GL)
• Email notification
• Spreadsheet-like control

If you subscribe to Sage 100c, you receive one free full license for Sage Budgeting and Planning (think of this as the “power-user” tool used to design and manage the budget process) plus 3 free web-view licenses, so other people can review the budget.

What Does the Webinar Cover?

View the on-demand overview demo of Sage Budgeting and Planning, you will learn how to:

• Take command of your budget
• Control access to sensitive data
• Integrate your budget with Sage 100
• Access your information quickly and easily
• Automatically update users on activity in the planning process
• Shorten planning cycles and improve decision making
• Gain more powerful insight from analysis features
• Plus more!

View the “Sage Budgeting and Planning” on-demand webinar.

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The latest version of Sage CRM, release 2018 R2, provides a number of improvements and additions, most notably to the feature at the heart of the application, the Calendar.

What’s new?

• Calendar – Multiple functional enhancements, including the ability to filter by a range of criteria, and display calendar dates in a variety of preferred formats.
• Quick Find – Many improvements, including the maximum number of on-screen results returned can now be configured.
• MailChimp Integration – Results analysis by person and company now available.
• Main Menu Display – Now optimized for variable screen widths.
• Data Delete and Consent – Many new features ensuring customer data can be flagged and deleted, and marketing consent sought.
• Customer Cases – More than 50 customer cases have been addressed with this release, continuing our commitment to supporting our valued customers.

Upgrades

• You can use the Sage CRM 2018 R2 installation package to upgrade from Sage CRM 2018 R1 and Sage CRM 2017 (all versions). Contact ISM for assistance.
• To upgrade from an earlier version of Sage CRM, please contact ISM.

Contact ISM online to learn more about the latest release of Sage CRM.

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With Sage 100/100cloud 2018.2 you now can:

• Enter time at a central hub
• Gain anytime anywhere access to Sage contacts
• Retrieve the best business intelligence to improve data analysis
• Manage manufacturing processes from end-to-end

Included in the 2018.2 release:

Time Track Entry for TimeCard

This new enhancement allows you to update all modules with time related entries in a modern time entry portal.

Reprint SO from History

Now you have the ability to reprint a Sales Order from history in its original state for audit or conflict resolution — all of this plus the capability to add notes and memos from history.

Sage Contacts w/Office 365

You can now access important customer contact data from any device that can access Office 365 — for better business management, anytime, anywhere!

Sage Budgeting & Planning

This new enhancement allows you to improve your data analysis and forecast for the future by integrating a your budget with enterprise data sources.   Now included in Sage 100cloud, you can begin planning your budgets immediately with an easy to follow step-by-step implementation wizard.

Sage 100cloud Manufacturing (relaunch)

Sage 100cloud is redefining warehouse management by aiding you with the massive improvements in accuracy, customer service, cost management, and the reduction of manual tracking — all with new updated subscription pricing!   All of this in real time to save in the cost of ownership and enhanced product capabilities.

Contact ISM online to learn more about the latest release of Sage 100/Sage100cloud.

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As the owner of a small business, you already know the difficulties you face when deciding how to invest in your company.

Should you use your resources to lure and maintain top talent in the industry? Should you focus on investing in the latest and greatest equipment and technology? Should you invest in your future by developing a strategically focused marketing campaign?

What’s the right answer?

It’s so hard to decide where and how to allocate your budgets, but today’s article is here to offer help.

What Is the Best Way for You to Invest in Your Business?

Since your business’s direction depends heavily on your vision, mission, and goals, only you can decide how you should reinvest your business revenues. However, no matter how you choose to grow your company, it’s always a smart choice to select an ERP or Enterprise Resource Planning system, such as Sage 100cloud.

ERP is like the backbone or nervous system of your company. It connects your front and back offices with a single-source view that brings all your employees on the same page, including everyone from your shop floor and warehouse. When all authorized people in your company have access to the up-to-date information they need, your business can run faster, smarter, and more efficiently.

And today’s best-in-class ERP systems cost far less than you think.

Today’s Business Owners Have More Options – and More Questions

In the past, ERPs required a large amount of initial capital. Unfortunately, however, this upfront cash often prevented smaller companies from choosing competitive options for business-building software. This meant that small, growing companies were often forced to struggle with slow, ineffective processes while their larger competitors had the freedom to complete standard tasks faster and with more accuracy.

Luckily, modern SMBs have better options.

New payment options for ERP systems provide increased flexibility for growing businesses, and also offer better agility for larger companies that have run ERP for years.

But these payment options, known as “perpetual” and “subscription,” can be confusing.

Make an Informed Decision

When investing in a modern business management system, you may wonder if you should choose a perpetual (license-based) or subscription (month-to-month) payment option.  Every business is different and has its own specific needs, budget demands, and objectives, so the payment option you choose for your business software matters.

When you access this all-new white paper about payment options for ERP systems such as Sage 100cloud, you can get all the facts straight and make a smarter, more confident decision about where and how to allocate your budgets this year.

In this white paper, you will be able to see the advantages and disadvantages of both sides of the perpetual vs. subscription debate, including details about:

• Cost and budgeting
• The importance of features
• CapEx vs. OpEx

Choose the Best Investment for Your Company

If you’ve been wondering about the new subscription offerings for Sage 100cloud and other Sage Software products, the answers you need are finally here. Check out your complimentary copy of “Paying for Software: What Are the Payment Options?”, the newest white paper from Sage, brought to you by the ISM team.

Access your free copy of the white paper, “Paying for Software: What Are the Options?” so that you can make the most knowledgeable decision about your business’s ERP future.

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Building a business is hard work. Not only does it require you to balance your costs while delivering great customer service, it also requires you to continually improve your revenues year over year. However, if you don’t know where you stand currently, you’ll have a hard time figuring out how to improve in the years to come.

Luckily, your Sage 100 or Sage 100cloud ERP can help you get the info you need through a powerful reporting program called Crystal Reports. This application empowers you to build tailored, one-of-a-kind reports so you can grow your one-of-a-kind business.

However, working with this powerhouse program takes a bit of practice. That’s why ISM is offering a free, one-hour intro to Crystal Reports this month.

Get an introduction to the customizable reporting software and see how you can design your own reports.

Already an old hand with Crystal Reports? Send along your new hires so they can get a general intro to the system at the Lunch-N-Learn webinar!

What Is Crystal Reports?

As the standard reporting tool for Sage products, Crystal Reports offers full integration with your Sage 100 / Sage 100cloud system and modules, and has hundreds of customizable reports and forms you can use to gain in-depth insight into your business’s ongoing performance.

Best of all, once you know how to use Crystal Reports, you’ll have the power to tailor your reports to match your unique needs, so you’ll always have access to presentation-quality reports that will help you accurately track your business’s growth over time.

What Will the Webinar Cover?

Since you’re running Sage 100, you’re probably already familiar with Crystal Reports because you’ve probably already been using it. This webinar is for you if:

• You want to move beyond out-of-the-box reports
• You’re ready for a general introduction to the report designing process
• You wish for someone else in your office to see how to design reports
• You simply want more information on your reporting options

It’ll be an informative hour for attendees, complete with a question and answer period at the end, so you can get your most pressing report design questions answered.

Register now to reserve your spot this Thursday, April 19, 2018 at 11:30 AM Pacific for the “Crystal Reports 101” Lunch-n-Learn webinar. See you there!

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