Holmdel, 7733, NJ,
United States
Clients First
Clients First, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Clients First collaboration with software players such as Microsoft, SAP and 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 |
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| Clients First | Acumatica | Acumatica Cloud ERP | ERP Financial | ERP Financial Management |
| Clients First | Microsoft | Microsoft Dynamics NAV | ERP Financial | ERP Financial Management |
| Clients First | Microsoft | Microsoft Dynamics AX | ERP Financial | ERP Financial Management |
| Clients First | Microsoft | Microsoft Dynamics 365 Supply Chain Management | Supply Chain Management | SCM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Kitchen & Bath Wholesalers | Distribution | 20 | $2M | United States | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2020 |
In 2020, Kitchen & Bath Wholesalers implemented Microsoft Dynamics 365 Business Central as their ERP Financial solution to unify accounting, sales order processing, and inventory management. The rollout marked a move from Intuit QuickBooks Online and a custom Microsoft on premise sales and inventory tool after repeated server failures, driving a migration to a cloud first operational model.
The implementation of Microsoft Dynamics 365 Business Central focused on core financials, consolidated sales order workflows, inventory control, and work order automation to reduce duplicate entry and simplify the user experience. Configuration emphasized simplified user interfaces and practical training paths, enabling quick adoption by both office and warehouse staff and supporting end to end transaction posting for vendors and customers.
Clients First served as the implementation partner and executed a rapid five week deployment, migrating transactions and vendor data into Business Central and provisioning cloud access for remote use. Operational coverage included accounting, warehouse operations, sales, and customer service across the company serving the Philadelphia and tri state area, with the system providing a single source of truth for order status from quote through invoice.
Governance and process changes were instituted through hands on testing and role based training, which clarified responsibility levels and shifted staff toward more proactive customer engagement. The program produced explicit operational outcomes in reduced paperwork, faster work order processing, improved visibility across teams, and higher order accuracy, and the company plans a customer portal implementation in the following year to extend customer self service.
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Mario Camacho Foods | Retail | 70 | $20M | United States | SAP | SAP Business One | ERP Financial | 2015 |
In 2015 Mario Camacho Foods implemented SAP Business One as its ERP Financial solution to address complex cost accounting needs in its import and distribution business while merging two specialty food companies into a single operational platform. The project was driven by a requirement to assign multiple costs to every product and to improve inventory visibility and financial planning across the newly combined organization.
Deployment centered on configuring SAP Business One’s financials, inventory management, and cost accounting capabilities, with user defined field functionality used to capture company-specific attributes without custom development. The implementation emphasized persistent, upgrade-safe screen personalization so business users could specify fields and workflows that survive version updates, reducing dependence on bespoke code.
Clients First served as the implementation partner and worked with cross-functional teams to translate business requirements into project timelines and system configuration. The rollout consolidated the two merging companies’ transactional processes into a single SAP Business One instance and covered finance, inventory operations, order processing, and customer service workflows within the distribution footprint.
Governance and process restructuring focused on replacing extensive manual spreadsheets and multi-screen order procedures with standardized SAP Business One processes. The project delivered streamlined workflows that reduced sales order processing from eight screens to one, while user defined fields and role-aligned screens reduced customization risk and simplified upgrade governance under Clients First’s guidance.
The implementation completed on-time and under-budget, producing explicit operational outcomes reported by the customer, including real-time visibility into financials, freed capacity for corporate planning and forecasting, and a reduction in customer service headcount despite company growth.
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Buyer Intent: Companies Evaluating Clients First Services
- Global Payments, a United States based Professional Services organization with 26000 Employees
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