Podcast WSW - Smooth Transition - Matt Sullivan
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Dan DeLong: Welcome to another workshop Wednesday brought to you by a school bookkeeping. com, which is all about casual conversations for serious workflows.
Here I am talking with Rachel and Matthew joining us from North of the border. And happy new year to both of you and everyone that might be [00:01:00] watching. Did you have a good holiday, Rachel?
Rachel Dauchy: Yes, and on New Year's Eve, I actually stayed up till midnight.
Dan DeLong: Oh!
Rachel Dauchy: That's the first time I did that in years.
Dan DeLong: Very nice. How about you, Matthew?
Matt Sullivan: Yeah, great holiday. Normally, I try to leave the Canadian winter for a bit to go somewhere as warm. But just got a new puppy a few months ago. So he was not travel ready. So we stayed home, did the whole family thing, but it was great to have some time off.
Dan DeLong: And since we are having a casual conversation, man, I have to ask you, are you wearing your Hey dudes?
Matt Sullivan: Oh no, I'm wearing my, my, my indoor comfy shoes, but my A Dudes are my outdoor again, conferencing for comfers, that's,
Dan DeLong: so for those that don't at at Intuit Connect when we connected at into a connect Matt was giving me a hard time about my shoes the Hey dudes.
And at one point he said, are they really that comfortable? And I just tossed them to him and he put them [00:02:00] on and he was like, wow these are pretty comfortable.
Matt Sullivan: It was like Cinderella slip. It was like a glove. It just it just felt so great. And and that's how I, that's why Dan, I think is so happy.
He's just comfortable.
Rachel Dauchy: We've got to bring the comfortable shoes to Vegas too. I've learned my lesson the hard way with that.
Dan DeLong: Yeah. You have a distinct disadvantage. Just because heels are a thing that I don't know that. I don't know that any of us would be able to manage walking around, especially in Las Vegas with that kind of footwear.
Yeah. Just waiting for the heel dudes to come out.
That yeah. I did get a new pair for the holidays, but so that's that's that, that was under the tree for me. So since you are a Canadian, Matt, I did want to ask, can you fill us in what the heck boxing day is? And how that fits in with the holidays.
Matt Sullivan: Good question. Do I know the [00:03:00] history of Boxing Day?
I think I did at one point, but I think it's it's just we're not ready to go back to work the day after Christmas. I think that's the gist of it. So he said, let's take another day.
Dan DeLong: Yeah. And what box? Are they talking about, is it is it a box? Is it boxing like fisticuffs boxing, or is it just boxing of pudding?
Is it a verb or is it a noun of a box?
Matt Sullivan: I guess it depends if you get your partner the right gift or not.
Rachel Dauchy: Yeah, I think it's like they, it's like day for returns. You box it up and return it, right? Isn't that what it's supposed to be?
Matt Sullivan: Maybe. It's I feel in Canada, we go of course, Black Friday, Cyber Monday is a thing here as well.
But boxing day deals is where a lot of people wait to shop after Christmas for their things. And that's where a lot of clearance items and sales and things like [00:04:00] that.
Dan DeLong: Okay. So I think you need to turn in your Canadian card there, because if you don't know what Boxing Day is.
Rachel Dauchy: All you need to know is that they just, they do everything strange in Canada.
Matt Sullivan: Yeah. Yeah, it's just one of these things we didn't look into that much, but we're thankful for the day, and let's just not look into it too much, because who knows where the origin from it came out, and we don't want to
Dan DeLong: lose it. You'll probably find out and be disappointed in the, in, in the origin.
I don't,
Matt Sullivan: probably Mr. Boxing and did some bad things. Who knows? It's like a
Dan DeLong: Columbus day. Anyway. Okay. So moving on from from.
Introduction to Katana and Inventory Management
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Dan DeLong: Obscure holidays to this is part of our series that we've been having with Katana and Sean, who will be joining us in a couple of weeks where we'll be talking about, just in general building things.
We've been doing this comparison of QuickBooks enterprise in the inventory functionalities of the desktop [00:05:00] product and how that might correlate or translate with something in a cloud based like Katana. And Matt you have some history with Katana. Talk a little bit about that for those that are just joining in maybe today as a brand new year.
Matt Sullivan: Absolutely. So I'll do a quick intro here. So my name's Matt Sullivan and I used to work at Katana as their head of sales, and then basically moved on to start a consulting company because I saw just the gaps in the market and where a lot of need help with the inventory software consulting, and there's not it's a relatively new category altogether.
So we, we help companies whenever they're moving doing digital transformation or maybe moving from an old ERP system or from QuickBooks desktop or enterprise programs. So more of a cloud offering for their tech stack. It's the. There's gaps and there's it's not just a direct move from desktop to online and, just flip the switch and now it's in the cloud.[00:06:00]
So there's so much stuff that it differs between the programs. And so from desktop enterprise to QBO, you're missing out a lot of your manufacturing functionality or complex inventory management. Tracking and things like that. So this is where an inventory tool or maybe a manufacturing software is needed in that transition to add on to QBO to make up for some of the parts that that program is lacking in those areas.
Dan DeLong: Now, do you primarily stay within the, underneath the Katana umbrella of services or offerings that you support? Or does ABX work with all matters of of software solutions are out there?
Matt Sullivan: Yeah, so ABX, we started out being software agnostic. We knew that there's no real silver bullet, one size fit, All inventory manufacturing software solution.
There's lots of areas where, one tool [00:07:00] may be perfect for one company and not work for another company. So there's certain things such as different industries. If you're in food and beverage, you might need to batch and expiry tracking functionality, which might not be. In, another inventory or manufacturing software.
So basically, it's Yeah. So we knew that Katana is not going to be the fit 100 percent of the time. So we started out knowing that we needed to work with a suite of different alternatives and then match up the right software to the client, depending on their requirements, their other software tools that they may need to integrate with and their workflows and their processes and everything that they need to then find them the best option rather than just to have one option that we use every single time.
So we really try to find that long term fit. That's actually going to save them save the customer time at the end of the day. And sometimes if you're picking the wrong solution, that's going to take more time than they're [00:08:00] actually saving by switching over.
Rachel Dauchy: Oh, I'm in the middle of dealing with that right now.
Aren't I, Dan? I literally he Dan knows I was talking to him about this earlier today. I'm dealing with this exact thing.
Challenges of Transitioning to Cloud Solutions
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Dan DeLong: Yeah, so before we get we jump into making that transition to a cloud. Cloud solution and making that as smooth as possible. I wanted there's always some news. Of course, we were off.
We took a hiatus for three weeks. So that just allowed for lots of news to come in without us talking about it on the workshop. And I prematurely shared my screen.
QuickBooks Enterprise Pricing Changes
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Dan DeLong: So I apologize while I was doing well while Matthew was was saying all these things, but I wanted to share this article here that is that is on into its website that really has a lot of, what are they up to types of situations.
So they are instituting a new pricing model for [00:09:00] QuickBooks enterprise. And then, QuickBooks enterprise is now Into its desktop flagship product, right? This article is talking about understanding the changes that are coming and as you read the article, it does not tell you what those changes are.
So how can you have an article that says, understand the changes when it doesn't. It doesn't illustrate what those itemize out what those changes actually are, but all this is telling you people to do is go in they've updated their terms and conditions, right?
So you have to go into your camps account inside of Intuit and accept those terms and conditions. Otherwise, just like any terms and conditions, if you don't accept them, there could be an interruption to your service, right? We don't know what the details of this is. However, just by taking the title here of per employee and multi company file fees that [00:10:00] tells me that They're going to be charging at some point for per employee within the company, within each particular company and multiple files, because that's the big difference between the desktop platform and the online, as far as the cost of the subscription, right?
Where QuickBooks online, you have each entity represents its own subscription cost. And then. In desktop, you pay for the software license for however many people use it. And the advantage of course, is as long as you have a hard drive space, you can create any number of company files on your desktop computer, right?
So here they're, they are, I'm going to make it a little bigger here so we can read it. So they are changing those terms and conditions. Now they tell you here. At this time, there's no change per employee fees or multi company file fees. [00:11:00] If he, if like, why would they even say, when this is not an if, but when thing if either of these fees change, we'll notify you 30 days in advance.
Rachel Dauchy: Wait a minute. So they're saying go in and accept the terms and conditions right now. We're not going to tell you what the fees may be, but just go accept it. Then we'll give you a 30 day heads up of what those fees will be, but you got to accept the terms and conditions first.
Dan DeLong: Yep. If you've if you're, if any South Park fans are, uh, are watching, if you've ever seen the episode of the Cent iPad, you know all about those terms and conditions and what what they could have.
Now we've got people looking up YouTube for the Cent type had apple, I've been imagine Apple terms and conditions. We're all about that. Nobody reads them, right? Nobody looks at the terms and conditions. They just accept the end user license agreement and move on because you can't install said software unless you accept them.[00:12:00]
But of course, when they make a change to that. After you've already accepted them, then of course you have to accept them again.
Rachel Dauchy: And I think we know where this is going.
Dan DeLong: Oh yeah. Yeah. Gold, there's four precious metals for QuickBooks enterprise silver, gold, platinum, and they ran out of metals.
So they went to diamond. So gold and higher, so everything but silver includes a payroll service. And there's no additional fees. Per employee fees, which across the QuickBooks ecosystem, they charge per active employee, right? So if you have employees that you're running payroll for there's going to be a per employee charge each month for Running that payroll and that covers your direct deposit fees and those types of things because they we've had all sorts of a la carte costs for that, pay per paycheck or pay per direct deposit and those types of things.
And now they've consolidated that into a monthly. Per [00:13:00] employee charge. Desktop in, especially with with these bundled services of gold, platinum and diamond did not have that per employee charge. So they're just setting the stage. For that to happen because they found that people are probably migrating or changing to inter enterprise Gold to avoid paying those fees.
This is this is like when people use PayPal or Venmo to pay
Rachel Dauchy: Yeah.
Dan DeLong: To pay for services so they don't have to pay those fees. So this is just a, they caught on. Yeah, they busted us, because we were recommending that clients who are on pro premier and rather than adding on payroll let's just go to enterprise because you don't have to pay those fees.
Now there's oh,
Rachel Dauchy: Yeah, they found out what you were doing, Dan. They were like, that Dan DeLong is recommending people go to gold.
Dan DeLong: Wouldn't be the first time Intuit busted me on something. [00:14:00] So This is all in service to making people uncomfortable in desktop on the pricing to invite and I'm trying to say this is most politically correct as I can to invite people to have a is it time now to move to QuickBooks Online?
Just because there's a cost factor that's driving. This is the triggering event that's probably going to drive people to at least have this conversation yet again. And
Integrating Inventory Management with QuickBooks Online
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Rachel Dauchy: we can do all the inventory functions in the cloud. Matt?
Matt Sullivan: Absolutely. With another app that seamlessly integrates.
Rachel Dauchy: Not QuickBooks Online. It's so funny because somebody asked yesterday in one of my groups, Can you do all these functions and QuickBooks online advanced? And I was like, absolutely not. Unfortunately, but that's okay because there's a whole community of us that are, live, no, maybe like [00:15:00] a fraction of what there is to know.
But I spend every single day learning more and more as much as I can about external inventory apps. And I depend on people like you because. We've got to bring these people into the cloud
Dan DeLong: now, and you bring up a good point, Rachel, about, Hey, it says advanced.
They market it as a mid market thing, and then now there's this new, shiny Intuit enterprise suite.
Rachel Dauchy: People think that adds on more inventory functions. We've already talked about that here. No, it does not.
Dan DeLong: Yeah. Yeah. It's all based off of the service QuickBooks online. And we've talked about that.
about the inventory functions in, in QuickBooks online. I've got a little QR code up there for our advanced inventory landing page there, which takes you to a blog. We have an inventory fundamentals course at school bookkeeping, all about the things that [00:16:00] you can do in QuickBooks online versus desktop and those types of things.
So check it out if you want. You can check out those things, but when it comes to QuickBooks online and inventory management, The simplest way to put the inventory management inside of QuickBooks Online is I buy stuff and I sell that same stuff. I don't need to know.
Rachel Dauchy: Even in advance. And like I was just going to say, and we've talked about this before.
If that's what you're doing, in a lot of circumstances, you can do it just fine. And I have clients that do that.
Dan DeLong: If you need to make plans with that stuff, or you need to know anything about extra about that stuff, QuickBooks Online is not going to be your end to end solution when it comes to managing your inventory.
That's where you have to look if you are making that transition from [00:17:00] QuickBooks desktop, where you were doing some of those things with, inventory assemblies or, the advanced inventory functions of multiple sites and traceability of serial numbers and lot numbers with expiration dates or barcoding picking, packing, shipping land, calculating landed cost.
All of those things that, that are adding on those advanced functions inside of your inventory management, QuickBooks Online is not going to be the solution for you, at least for an end to end process. And you're going to need something talks to QuickBooks Online that allows you to do that.
So this news is probably going to drive a whole lot of people to. Either, have a knee jerk reactions. All right just move to QuickBooks online and then they find out later. Oh, can help, we can help with that at [00:18:00] school of bookkeeping.
As far as, we have a data migration course, we have all the things that, that should help you determine what's going to transition over to QuickBooks online, right? If I've got an inventory assembly, what's going to happen to that item over in QuickBooks online. And if I've got it in desktop and what happens with that bill of materials and those types of things.
That that's, we, and we can help with that. We also have a bundling option where you can bundle your QuickBooks online, and we can do some of the migration steps for you to move from desktop to online.
Importance of Proper Integration and Planning
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Dan DeLong: But I wanted to bring on Matt because when you have these advanced inventory functions in something else, and you're moving them to, to a cloud based solution, you're really going to need someone with, Matt's expertise to really sit on your side of the table and evaluate your workflows and and determine where those workflows are going to go, because it's not [00:19:00] just a simple matter of exporting your data to QuickBooks online, and then adding on an app and.
Woof. I'm on my way. Man. A
Matt Sullivan: hundred percent. Yeah. There's a lot to consider with it. And that's, what the, what we see a lot, whenever companies are switching, say from desktop enterprise to online, is that they really oversimplify kind of everything, they oversimplify the requirements, marketing.
Yeah.
Dan DeLong: They say this words, my new. Trigger word for 2025 is seamless.
No One: Yeah,
Dan DeLong: there seems to be the overused word is seamless integration, right?
Rachel Dauchy: Or how about set it and forget it.
Dan DeLong: Yes. Yes. The Pope heal,
Matt Sullivan: but I think I said seamless integration a couple of minutes ago, so sorry for triggering you, Dan, but
Rachel Dauchy: aspects are seamless. And for the things [00:20:00] that are seamless, I love it.
Dan DeLong: Yeah. Like when you find that diamond in the rough where it is, it's that sweet spot of integration.
It's a beautiful thing.
Rachel Dauchy: Yeah. Or you configure it properly where it is seamless. It's that outcome that's really cool, but it takes a while to get to that because you've got to calibrate a few things and Sometimes a lot of things and screw it up and then fix it and screw it up and then fix it. Just kidding
Dan DeLong: Never happens
Matt Sullivan: I think I see about like with integrations as well and when speaking with say the accountant's perspective in doing some of these transitions right here is this tool It integrates with QuickBooks online.
So that's all I need. But every app may totally, we're completely different in terms of how it integrates with QuickBooks online. Like some of it, it starts with the inventory system and then pushes certain data points to QuickBooks [00:21:00] online. And just what it pushes over can vary. Among the different tools, and then and some of them are designed where it starts in QuickBooks, and then it gets initiated to the inventory system.
Just because you go to an inventory apps website and it says, Yeah, we integrate with QuickBooks online, it's important to dig a bit deeper. Deeper in terms of how is this going to work with QuickBooks online? And is that working the way that I want it to? Because although I'm not an accountant, I've been speaking with so many accounts over the last several years.
And what I found is that, there's not just one way of doing things. There's many different preferences as to how they want to have their financial data set up. And depending on the company's flows and how their data works, The integration may not be as seamless as they anticipated from the beginning.
It may not do what they want to do at all. And then it comes into a costly custom integration or needing to switch the inventory and manufacturing software altogether to find one [00:22:00] that can work with their accounting program the way that they want it to. Yeah,
Rachel Dauchy: I will say that It's also risky if done wrong because you could potentially cause duplication and a lot of errors and I've learned now over the past couple of years is really take your time in the beginning to make sure that You're really working with somebody that understands how to do it.
And it takes a while to perfect man to journey.
Dan DeLong: And then this thing like this, so the. They're going to tell people in 30 days, right? They're going to give people 30 days of of runway to, and that's going to cause panic. I think for some companies, they're going to, they're going to see this and go Oh, I gotta get off of QuickBooks desktop tomorrow.
Yeah.
Rachel Dauchy: And then also if you're like maybe an accountant in QuickBooks desktop, [00:23:00] you're like, what do I tell my clients?
No One: Yeah,
Rachel Dauchy: the prices are going to go up, but I can't tell you how much that's so lame to do that to, this desktop. They can't give their clients any information and I would be upset if I, that were me.
Matt Sullivan: It seems from the outside perspective of it is that. Into it for the last, many years has been trying to push the users from desktop to offline. And it seems to be like a new surprise every year of what are they going to throw next to try to really push people in that direction.
Dan DeLong: Oh, yeah. The just the pricing increase from pro now, you look at when they started the subscription for pro, which was the lowest level of QuickBooks desktop, where it was 249 purchase every other month. Three years for a lot of people. Now, today it's 999 every year, whether you upgrade it or not.
So it's, [00:24:00] that's a huge increase just from 2021, right? That's only three years in the making. You look at that process or, for the Canadians process if you look at that. Evolution of just the pricing that has, I mean, I try to say nicely and say it's, they're encouraging, right.
But they are, to your point, they are pushing.
Rachel Dauchy: Yeah. And you know what, I did want to add to just, in the just because we're like coming up on time. A lot of this too, isn't even necessarily about the accounting going from something like desktop to a cloud based IMS.
A lot of it is because we're in now this world where we're dealing with automation, we're dealing with AI, we're dealing with A lot of different things like at Net Deposited, we've become integration experts, [00:25:00] not because I woke up one day and I was like, Oh, I just want to learn integration. It was just like out of necessity.
So we integrate a lot of systems together. And the great thing about Katana Is that they have native integrations with other things. Now I am really good with integration with the e commerce platforms, the Shopify, the GL, QBO, I can integrate all that stuff, but then these businesses are like, Oh, Hey, guess what?
I'm going to be coming off of desktop. I want to use a lot of these other automation tools while I'm doing this. And I just had somebody reach out to me. Just yesterday and was like I want to go into a cloud based IMS But I want the entire thing integrated with HubSpot and I was like I don't know how to do that, Matt.
So I reached out to Matt and so they're experts at all of the other things too. And integrating the whole system [00:26:00] together to bring it with full cloud automation. So a lot of the company, the businesses that are like, Oh, I have to get off of desktop now is the catalyst because of this pricing.
Oh now's my opportunity. If I'm going to be changing up a whole bunch of stuff, I want to go with something where I can now integrate my CRM. I can integrate, all these things that HubSpot does. And I have a general understanding of what it is, but I could never allocate the time to learn it right now.
The fact that, groups like ABX can help with so much more, for me, is just as important as being able to just deal with the accounting and the flow of information from the website. The IMS, I find that to be really important.
Matt Sullivan: Yeah, a hundred percent. Like I've been seeing a shift in the market over the last 10 years or so of moving from just the all in one system ERP to wanting a [00:27:00] more flexible tech stack.
Their sales team may want to leverage the AI tools that are available in HubSpot. They may want to sell on more modern e commerce channels. They may not want, 50 to a hundred. People in their accounting system. So they want to separate that as well. So that's where it's seeing different.
Everybody
Dan DeLong: needs to be in QuickBooks. Come on.
Rachel Dauchy: They don't want to lock themselves into something. It's like getting the old TV with the built in VCR. I don't want that, I want to be able to like. Put together some things. So that way, if this one, I don't want to use that in a couple of years, I can then pull in something else that does more things and the technology is moving so quickly.
It changes so fast that, this kind of setup I love because even with my firm, I'm like, Oh yeah, we can't use that anymore. That's obsolete. Bring that in, integrate it. Just like that plug and play. So it's, it's become really cool.
Dan DeLong: Yeah. I just, [00:28:00] just in my own living arrangements, I live and work in an RV, right? So the whole idea of driving my house was not. Was not something that I wanted all in one because if I needed a tire change, I'm homeless, right? Or I like, I, so I chose something that I could disconnect the vehicle from from the lip from the house so that I didn't have to have that now, we do have some challenges every once in a while where you have to have work done on one or the other.
But. We get to be a little bit more nimble, but Matt, I wanted to ask you, so what is your preferred runway of time, to really evaluate with the customer, what it is that they do and their workflows and then getting to that recommendation of. This is the tech that we're going to use to, to do that.
What is your ideal, right? Like I, I assume it's less than or more than 30 days that Intuit is offering people [00:29:00] or what that it takes.
Matt Sullivan: It, it all depends. Like I see kind of two situations. One is that they need a new tech stack or a new system in place by this specific date, because there's going to be a lot of other challenges if they don't meet that date, maybe it's that.
They're locked into their software tool for another period that they don't want to pay for. Or maybe it's that they're, opening up a new location or a new sales channel and they need all of this to fit in together by that date or else they can't launch. So we have customers where they have a very specific timeline that then we need to work with.
And then we have another profile of customers where timing isn't as important as getting it right. And we, of course, like to find the right way to do things versus a scramble just to meet a deadline like what the situation that we don't necessarily love is whenever client comes to us and they say, Okay, we are moving from desktop to [00:30:00] online and we've picked This as our inventory tool it looks fine.
And, they didn't talk to anyone in the operations or the warehouse or anything like that. Because I think that the success of a lot of these transitions and and these types of projects is it comes down to people. It's not just about the data and the tools it's about. the organizational readiness of being able to switch, from the way that they may have been doing things for years or decades to the new way of doing things.
And is the, is there a new tool set? Does it have all of the Features requirement, things like that, that they need to make that transition seamless. And sometimes when we get into these projects, when they're already like set on their new tech stack and we didn't even see their data yet and all that, then we take a look at their data and we're like, Hey, this, it looks like you've been tracking, this piece of information and this inventory tool that you selected can to capture that or work with that.
So it's, we like to come [00:31:00] in at the beginning before their. Locked in with the new tech stack to be like their agents or realtors, help them to with their evaluation. And it doesn't need to take a long time, but it's just that we know the market, we know the different tools and what works well in certain situations.
Because unfortunately people lie sales reps lie. And, I know I'm from sales and it just pains me to say it But it happens from time to time or even that they may not lie. They may have the best intentions, but they may have not fully understood something or wasn't aware of something that's going to be an issue down the road.
So that's where we see a lot of is a manufacturing company or a company in a certain industry, they may be very good at what they're doing, but this might be their first time really looking at software for these purposes. And they might really not fully understand all the requirements, all the things that they should be looking for, all the things that they should be asking, and rather because what we also see with a [00:32:00] lot of softwares, Is that there's I call it like MVP ADV.
So it's we just need to build like a minimal viable product of every little feature so that we can just check it off the list and say, we have it. But does it really do the job in the way that you're wanting to, or is it just just a minimal thing that doesn't even fit the bill for them.
So this is where we try to help them to. Make sure that what they need is going to be handled with a solution that will work for the longterm. Any like all of our projects go quite well, except when we look back at the ones where didn't go well, it was because we inherited a tech stack and we were more like a support team and then we're like, Hey.
This isn't going to work because of this and this.
Rachel Dauchy: That's really hard. And then they're so far in that I'm dealing with that now. And they're so far in that they don't want to switch because they've already invested so much time and effort and don't want to feel like they failed. So they're just like, make it work.
Matt Sullivan: A hundred [00:33:00] percent. And I see that a lot with companies where basically they're like, they're committed at this point where we've got to find a way to make it work no matter what. And then it's, and it just hits a brick wall. And then the big problem that I see in those situation is then the whole team has lost faith in the entire initiative altogether.
And then it's okay, let's just go back to the old way of doing
Dan DeLong: things.
Rachel Dauchy: Yeah.
Dan DeLong: Yeah. And then they're even more resistant to, to
Rachel Dauchy: change. Yeah. Yeah. Next time around. Yeah.
Dan DeLong: Even though it might be for the better.
Rachel Dauchy: Yeah. Of course.
Matt Sullivan: Yeah. And so for the companies where they don't have a major, like timing milestone that they need to hit and if it's like a big kind of initiative for the project, if they know that, okay, are there some members of our team here that aren't really fully bought in with the whole.
Change and why we're doing this and all that is, sometimes those are doomed to feel if it's like just trying a massive undertaking from the beginning [00:34:00] and, switching everything all at once. So if timing is a bit flexible, sometimes we I think it's appropriate to work on like a proof of concept type of project, where it's like a mini implementation, smaller subset of their data.
But okay, if we can make it work with like these products or these types of orders or these types of customers then the rest of it should follow suit and then still working with their current or previous tool set. So if it doesn't work. Then at least we have the backup of everything and no harm no harm done.
But where I see it's yeah, losing all that motivation buy in and all that is whenever they just want to make that switch. We're just going to pull off the band aid and we're going to do it no matter what. And then those situations can work, but they need to be really well thought out from the beginning.
Conclusion and Contact Information
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Dan DeLong: So if somebody wants to leverage ABX or refer a client if they don't have the bandwidth or the bandwidth, as the case may be, to be able to do that [00:35:00] full service type of implementation, how would they do that? Get in contact with you as email the best way or go into your website or
Matt Sullivan: Yeah, so can email me at Matt M A T at a B X dot group Or go to our website at Google www dot ABX dot group.
And there's a link there to book like an introductory call or like a tech stack assessment. So we can book a quick chat with us. We can talk about, your client situation where we may be able to help. And the introductory meeting that's completely free. So don't feel like you're going to get a bill just for reaching out to us.
We try to keep things pretty cool there. And then a little later on, we would then put a proposal together for the client if if we were to help, but yeah, We love collaborating with accounting firms because like I said, we're not accountants, so we're not there to steal any accounting business or anything like that.
We're there to focus on [00:36:00] the inventory side of things or the manufacturing side of things. Adding an extension of expertise to your accounting firm. So like that arrangement typically works quite well.
Dan DeLong: I did put the both your email address and your website in the comments here.
So all of our social channels should should have a flood of in, in, in box information to you, Matt, hopefully by, by the end of the day, everybody get on that. Perfect. I need to get a new pair of hay dudes to keep up. Exactly. So Matt, I really appreciate you joining us here today in lending your expertise in this whole idea of how do we make a smooth, I am not going to use the word seamless transition to to a cloud based inventory management solution Matt and the fine folks at the ABX group can help with that.
Appreciate you joining us here today. And next week we're going to be talking about. Oh, we have a pivot because Sean was going to be [00:37:00] joining us where we're going to talk about, um, just building things and the comparison between a desktop and online, but he has a conflict. So we're going to pivot with a topic and then have Sean on in a couple of weeks.
Hopefully you guys can join us on the next workshop Wednesday, and we hope you all have a wonderful day and we'll see you next time . [00:38:00]
