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Discovery Meeting

Discover areas for improvement and how new technologies are leveraged to execute these improvements.

Report Stack

Existing and New SX.e Users

What is the purpose?

For New CloudSuite Implementations
  • System setup and configuration
  • Workflow recommendations
  • Automation of manual processes
  • Maximizing the return on your software investment
  • Meeting strategic goals
  • Creating a training plan for your implementation
  • Identifying any gaps or potential risks to the project. The earlier we know, the better we can put a mitigation plan in place.
  • Developing an implementation plan
Existing SX.e Users
  • Confirm you are fully leveraging feature functionality in your current release
  • Potentially reduce customization through process change or increased use of your software
  • Verify that your system setup and configuration has been optimized to meet your business needs

What’s the first step?

Schedule your Business Optimization Review Discovery Meeting

Watch the full episode here with Brian Weaver, Davey Glantz and Patrick VanPutte to get more information about the Business Optimization Review Process and Usage.

Fill out the form to get on our schedule and get your Business Optimization Review.

It’s simple to get started, just fill in the form and an NSA representative will be in touch with available dates and times to schedule your Business Optimization Review Discovery Meeting.

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Need More Proof?

Feedback from Prior Engagements

“In the fall of 2018 Crescent Parts engaged NSA to conduct a Business Operations Review for two reasons:

  1. To maximize the return on our prior investments in SX.e by optimizing the use of the existing features and functionality of our current release of SX.e; especially certain features and functionality we were unaware of or were using sub-optimally.
  2. To look to the future and lay the foundation for helping us make a strategic decision regarding upgrading to WebUI.

We achieved both objectives and it was money well spent. For example, one of their recommendations regarding how we were processing AP invoices is now saving our AP specialist 8 hours a week in processing time. Their consultants have a deep understanding and knowledge of SX.e (quirks and all) which was evident from Day 1, and that knowledge combined with their systematic process of taking a deep dive into our current processes and procedures resulted in a long list of recommendations which we are now beginning to implement. I would not hesitate to use them again on any SX.e project!”

Mark C. Lammert
Crescent Parts & Equipment Co., Inc.

“We recently contacted NSA to do a Business Operations Review to assist us with our decision about upgrading to WebUI. We selected NSA for this project for several reasons. First and foremost is their knowledge of Infor SX.e product. We also took into account their level of customer service. NSA has supported our modifications for SX.e for the last twenty years. NSA’s loyalty and commitment to ensure we receive the right solution that meets our business needs and budget is why NSA is our first choice. You need a partner that not only understands your business but also understands the human aspect when taking on a business review.

As we prepared for the BOR, we met with our associates to discuss our goals for the review. When an employee hears the words “Business Review” it immediately raises their anxiety level. Some fear the review might uncover something they are doing wrong. It is very important the associates feel comfortable with the process. If they don’t feel comfortable, you will not achieve the best results. We found the NSA consultants to be professional and knowledgeable about our current version of SX.e and the upgrade version under consideration. The associates being interviewed felt completely at ease during the review process and commented that the consultants really understood their challenges. NSA provided a comprehensive document with an Executive Summary and detailed review of pain points and recommendations for each department. We are looking forward to moving forward with the upgrade to WebUI and all the benefits that come with this version.”

Paul Harlow
Chief Technology Officer
Nestor Sales LLC