• Pricing
  • Industries
    • We sell physical products
    • We sell services
    • We sell products & services
  • Partner-Inquires
  • Q&A
  • About Us
Schedule Demo
BizAutomation
  • Orders
    Order Flexibility - Custom Shipping Rules
  • Orders
    Quote to Order - Quote to Order
  • Orders
    Order Document Management - Document Customization
  • CRM
    Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management
  • CRM
    Service & Support Management - Customer Self Service
  • Procurement
    Order Workflow Automation - Custom yet easy to use automation
Schedule Demo
The suite Includes:
  • Orders, Fulfillment, Shipping
  • Procurement with economy of scale-based Demand Planning
  • Inventory & Warehouse Mgt.
  • Financials Management & Multi-Location Accounting
  • Complete CRM
  • Manufacturing / MRP
  • Project Management
  • OmniCommerce: Market-Place connect, Business Portals, Commerce Platform, EDI
  • Analytics, Customization, Workflow-Automation, & Artificial Intelligence (AI)

Questions & Answers

Target Market Demographics
Target Business Models & Industries that will find BizAutomation worth considering:
  • B2B and/or B2C organizations that have a supply chain that require logistics to buy, sell, ship, possibly dropship, and warehouse goods - with or without a vertically integrated or value added manufacturing process.
  • Organizations that sell through retail or distribution channels, and/or manufacture, configure, and/or kit finished goods.
Geographies

There are a couple of factors that influence target geographies, including the fact that BizAutomation is only available in English, and our offices are located in California.

Most of our customers are currently located within North America, but we are able and interested in working with businesses in Oceana, and the U.K. too. (We are also interested in finding qualified partners that share our values. Interested parties should read through our Partner Inquiries page).

Size

Generally speaking, we believe we can serve businesses from 10 users (our self imposed minimum), up to hundreds of users, which is a size of customer we have experience working with, both in terms of functionality, but also in terms of performance tunning which is important when there are hundreds of transactions per day that need to be managed.

The 3 best practices our most successful customers share

After years observing projects that wildly succeed, those that were successful but ran over budget, and the few that failed, here’s what our most successful customers have in common:

  • Requirements Planning - A well thought through requirements list will go a long way. We’ve seen “consultants” throw huge lists of requirements out to bid (probably boiler plate templates) then wonder why nobody responds. Instead, compile a targeted and detailed list that not only shares the pain spots, but the areas you know will help you grow, and you’ll get back intelligent well thought through questions and answers that will help you make truly informed decisions.
  • Expectations Planning (The single most important thing you can do) - This requires a strong customer side project leader aka “the lead administrator” who understands your business, and has implementation experience (preferably ERP). This is absolutely critical to establishing realistic expectations that impact budgeting, implementation timeline, and long term success. We’ve seen amazing ROI opportunities go nowhere because the people in charge didn’t know how to help us help them.
  • Usage Enforcement Planning - If your employees are allowed to use their own personal apps (maybe that’s why you’re here) there’s a good chance they’ll be resistant to change, and revert to old habits after go-live, even if it’s not in everyone else’s best interest. Our advice - enforce usage compliance from the start, because the fastest car in the race is useless if nobody’s able or willing to drive it. This goes hand in hand with having a strong administrator at the helm.
Why we don’t play the Good-Better-Best “Edition” shell game

Because it inevitably leads to hidden surprises (not the good kind) which are only compounded by long term contracts. We’re not saying any of our competitors intentionally set out to deceive customers, they don’t, but if it results in the same thing, does it really matter ? It’s just another “hairball” only this one applies to ERP/SCM software, ironically - the very systems built to solve the software hairballs businesses create using individual apps such as QuickBooks - A tangled web indeed.

Hairball #1 - Hidden Add-ons - Hidden add-ons are the bane of our industry, but they didn’t start off that way. They’re unintended consequences that evolved out of multiple editions.

Multiple editions and versions (using the terms interchangeably) are often used to communicate a system’s vertical industry applicability, such as a “Construction Edition” but they can also be used to communicate feature inclusion such as “Standard Edition” vs “Enterprise Edition” intended to appeal to the noble assumption that if you need less, you should pay less. But this approach adds layers upon layers of complexity, and eventually clever product planners will exploit the loopholes, and that’s where things start to go south in the form of a hidden add-on. The problem isn’t the concept, it’s the temptation to leverage it to force the upsell from a cheaper subscription to a more expensive one. For example, maybe today you only sell out of one warehouse, so you don’t think to negotiate or even ask if the version or edition you’re reviewing supports multiple warehouses, only to realize 3 months into a multi-year contract that you need it, and come to learn that you have to upgrade to the “Enterprise” or “Advanced” version to get it, at which point you’ve lost all negotiation leverage - oops!

The only way to avoid hidden add-ons is to flatten the suite to a single edition/version, which is what we did. We then committed to transparency by listing them on our pricing page. We invite our competitors to do the same, and if they don't we think it's fair to call them on it, and ask you to factor that into your review process.

Hairball #2 - Design compromises - Let’s say an ERP provider want to sell everything in a modular approach, the ultimate pay as you go model, or perhaps chooses to add an appealing "Starter Edition" at quarter the price of the "Enterprise Edition". As any engineer worth his/her salt will tell you (or you can ask your favorite AI) this will result in compromises (all those screens, stored procedures, business logic exponentially create complexity).  Our design philosophy is based on the idea that core functionality should be an integrated unit because otherwise you end up with a compromise that may expand your market, but at a price, such as kludgy user interfaces (UIs) that require more clicks and redirects than necessary.

How being an independent family owned Small-Tech benefits your SMB

Not long ago, going big-tech was considered an advantage, reflected in phrases like “You never get fired for buying IBM”. That’s not necessarily true anymore.

Corporate Ethos - Running your business on a single platform requires a vendor you can trust. This is why we believe potential customers will find it refreshing that we prioritize creative individualism and merit. 

We consider it a privilege to earn your business, and doing the right thing instead of taking advantage of “leverageable opportunities” when what you don’t know you don’t inevitably happens and you become professionally vulnerable. This will be even more important when AI agents which are essentially "virtual employees" come into their own (ours will be available later this year). Scary thought is that if 10% of your business depends on these virtual employees, and BigTech software employes them, does leaving that that software company also mean firing 10% of your staff, just food for thought. Point being, relying on an "ethics first" software company matters more now than it ever has. 

Communication turn-around - We don’t have layers upon layers of staff so from our first meeting you’ll talk to a true product expert with years of experience able to quickly answer complex questions. At Big-Tech ERP however, it generally takes lots of people, lots of time (over lots of meetings) to get to the same place, and this is the sales phase where everyone’s on their best behavior. This is further compounded by layers of editions and add-ons. Complexity it turns out, comes at a price (How many employees at big-tech does it take to turn a light bulb?).

Professional Independence - Investors are great for start ups needing capital to get off the ground. We however decided to do it the old fashioned way - we boot strapped our way out of the doldrums, crossed the chasm, and seem to have landed in a happy place. Through it all we retained 100% ownership devoid of strings from big money, became profitable, and have an amazing suite for our struggles.

BizAutomation

BizAutomation Cloud ERP Software provides the full suite of integrated business management software applications, including ERP, CRM, Financials, E-commerce, Distribution, Order Management, Manufacturing, Project Accounting, and Inventory Management software. There is only one true Cloud ERP platform designed for smaller SMB (Small to medium sized) customers - BizAutomation.

Additional Links
  • About Us
  • Pricing
  • Q&A
  • Blog
  • Privacy Policy
Contact Info

PMB415, 600 W Santa Ana Blvd Suite 114A, Santa Ana, CA 92701, United States

© BizAutomation, Inc. All rights reserved