Harwinton, 6791, CT,
United States
CAL Business Solutions
CAL Business Solutions, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. CAL Business Solutions collaboration with software players such as Microsoft, Compass Technologies and Acumatica empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| CAL Business Solutions | Microsoft | Microsoft Dynamics GP | ERP Financial | ERP |
| CAL Business Solutions | Acumatica | Acumatica Cloud ERP | ERP Financial | ERP |
| CAL Business Solutions | Microsoft | Microsoft Dynamics GP HR | Core HR | HCM |
| CAL Business Solutions | Microsoft | Microsoft Dynamics GP Payroll Module | Payroll | HCM |
| CAL Business Solutions | Compass Technologies | Compass Inventory Software | Inventory Management | SCM |
| CAL Business Solutions | @GP | @GP Platform | Electronic Data Interchange (EDI) | PaaS |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Retail | 60 | $12M | United States | Microsoft | Microsoft Dynamics GP | ERP Financial | 2012 |
In 2012 Kloter Farms implemented Microsoft Dynamics GP as its core ERP Financial application to modernize accounting and unify transactional data across retail, distribution, and manufacturing receipt workflows. The initiative addressed an environment that had relied on a DOS based accounting system alongside a separate GoldMine CRM and fragmented POS processes, which required manual double entry and prevented a single view of sales, orders, customers and inventory.
The implementation focused on core Microsoft Dynamics GP financial and distribution capabilities, including accounts, order entry and inventory visibility, configured to support retail and distribution business functions. CAL Business Solutions executed the deployment and tailored the solution for an organization of approximately 60 employees, emphasizing a manageable configuration that a single full time IT Systems Administrator could operate day to day.
Integrations were central to the architecture, CAL Business Solutions added a bi directional integration between Microsoft Dynamics GP and GoldMine to synchronize customer and order data, and implemented a Compass Technologies point of sale solution that integrates with Microsoft Dynamics GP and GoldMine to surface up to date sales and inventory data at the point of sale. The integrated fabric streamlined the flow of information from sales entry through to manufacturing receipt and inventory updates, reducing manual handoffs.
Governance and process changes accompanied the technical work, with automated data flows replacing paper based processes and manual reconciliation. CAL Business Solutions provided implementation, configuration guidance and ongoing support, enabling internal IT ownership while retaining vendor support for technical issues.
Explicit outcomes reported by Kloter Farms included elimination of costly paperwork and manual entry, reduced delivery times through faster order to manufacturing processing, improved access to management information to better understand profitability, and an overall affordable technology platform that met accounting, distribution, point of sale and CRM reporting needs.
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Retail | 60 | $12M | United States | Compass Technologies | Compass Inventory Software | Inventory Management | 2006 |
In 2006 Kloter Farms implemented Compass Inventory Software from Compass Technologies as its central Inventory Management application to consolidate retail sales and inventory data across its U.S. locations. The deployment connected Compass Technologies point of sale functionality with Microsoft Dynamics GP to synchronize transactions and stock records between stores and corporate finance.
Configuration emphasized point of sale integration, inventory synchronization and consolidated sales reporting, delivering up-to-date sales and inventory data for retail operations. Compass Inventory Software was configured to support inventory tracking at the SKU level, stock replenishment signals and sales transaction capture, aligning with standard Inventory Management workflows.
CAL Business Solutions acted as the VAR responsible for implementation and for configuring the Microsoft Dynamics GP integration, coordinating data flows between store POS instances and corporate financial records. Operational coverage included retail operations and fulfillment across U.S. store locations, providing a unified inventory record for merchandising and distribution functions.
The integrated Compass Inventory Software and Dynamics GP environment supported reduced delivery times and increased sales as reported in the case study by improving inventory visibility and sales consolidation. Governance centered on centralized data synchronization and VAR led rollout, with process changes focused on unified inventory reporting and point of sale to finance reconciliation.
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Distribution | 120 | $15M | United States | Acumatica | Acumatica Cloud ERP | ERP Financial | 2020 |
In 2020 Lifeway Mobility deployed Acumatica Cloud ERP as its strategic growth platform, implementing a cloud-first ERP Financial solution to unify operations across acquired offices and new branch rollouts. The deployment addressed a fragmented application landscape that included multiple accounting, CRM, order and scheduling tools, and established Acumatica Cloud ERP as the companywide system of record for finance and operations.
The implementation configured Acumatica Financial Management, Advanced Inventory and Order Management, Fixed Assets, Acumatica Customer Management, and Field Service management, enabling core ERP Financial workflows for order to cash, inventory control, asset accounting, and mobile field service execution. The Acumatica Cloud ERP configuration emphasized mobile access and usage based licensing, supporting geographically dispersed field technicians with the Acumatica mobile application and mobile enabled work orders.
The solution was deployed as a cloud hosted architecture with Acumatica and Amazon Web Services handling data hosting, removing on premises hardware and security responsibilities from each location and creating a zero IT footprint per branch. Lifeway’s rollouts included remote implementations of larger branches during the Covid 19 period, and the platform consolidated six previously disconnected systems such as multiple QuickBooks instances, disparate CRM tools, order systems, calendar scheduling and file sharing solutions into a single connected platform.
CAL Business Solutions served as the system integrator, partnering on a rapid rollout cadence that put the first office live in five months and subsequent offices online typically within 30 to 60 days, often 30 to 45 days between sites. Governance and process standardization included the creation of role specific financial and operational dashboards, trigger notifications, and harmonized data models to replace manual data exports and enable consistent consolidated reporting across acquired entities.
Explicit outcomes reported by Lifeway Mobility include shortened time to deploy new technology, real time business insight for day to day operational decision making, improved customer service through field service technology, mobile access for field employees, elimination of six siloed applications, and reduced IT expenditure by removing the need for on premises hardware and security infrastructure.
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Automotive | 50 | $5M | United States | Microsoft | Microsoft Dynamics GP | ERP Financial | 2013 |
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Healthcare | 100 | $15M | United States | Microsoft | Microsoft Dynamics GP | ERP Financial | 2012 |
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Non Profit | 40 | $15M | United States | Microsoft | Microsoft Dynamics GP | ERP Financial | 2018 |
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Oil, Gas and Chemicals | 165 | $50M | United States | Microsoft | Microsoft Dynamics GP | ERP Financial | 2013 |
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Manufacturing | 10 | $2M | United States | Microsoft | Microsoft Dynamics GP | ERP Financial | 2012 |
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| First Name | Last Name | Title | Function | Department | Phone | |
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| Owner | CXO | Finance | ||||
| Office Manager | Manager | Finance | ||||
| Director of Marketing | Director | Marketing |
Buyer Intent: Companies Evaluating CAL Business Solutions Services
- Global Payments, a United States based Professional Services organization with 26000 Employees
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
| Global Payments | Professional Services | 26000 | $7.7B | United States | 2024-06-24 |