We Specialize
Where Operations Get Complicated

Most ERP Partners Lead with Software. We lead With the Business.

Manufacturing may overlap with projects. Service organizations may manage inventory and equipment.

Contractors may fabricate, assemble, install, and maintain what they sell.

MRO organizations may combine repair operations, project, inventory, compliance, and complex costing.

We specialize in organizations where operational complexity is the norm, not the exception.

Manufacturing

Make-to-order, engineer-to-order, project based, job shop, and complex manufacturing.

MRO

Aviation, heavy equipment, component repair, and other asset-intensive MRO.

Projects & Field Service

Where projects, people, materials, equipment, and field activity need to be connected.

Construction

Specialty contractors with fabrication, field activity, materials, costing and more.

ERP Success Requires More than Technology

ERP Projects struggle when organizations select technology before fully
understanding how the business needs to operate. Common challenges include:

Leadership never
gets trusted,
real-time visibility

Executive
ownership
fades

Customization
replaces good
process design

Operational complexity
is underestimated
or ignored

ERP is selected before
workflows are fully
understood

ERP failure is not a technology problem — it’s an operational alignment problem

The CFBS Difference

Most ERP Partners Lead with Software. We lead With the Business.

1

Deep Industry Specialization

We focus on organizations where operational complexity creates demanding ERP requirements - including manufacturing, MRO, aviation, and specialty construction.

2

Proven Methodology

ERP success depends on discipline, not heroics. Our methodology is designed to prevent failure, not react to it.

3

Experience Led ERP Selection

We help clients evaluate ERP solutions objectively — based on operational requirements - not simply the software that's easiest to sell.

4

Built In Longevity

Our relationship doesn't end at go-live. CFBS supports clients across the entire ERP lifecycle through optimization, data, training, support, and technical services.

1

Deep Industry Specialization

We focus on organizations where operational complexity creates demanding ERP requirements - including manufacturing, MRO, aviation, and specialty construction.

2

Proven Methodology

ERP success depends on discipline, not heroics. Our methodology is designed to prevent failure, not react to it.

3

Experience Led ERP Selection

We help clients evaluate ERP solutions objectively — based on operational requirements - not simply the software that's easiest to sell.

4

Built In Longevity

Our relationship doesn't end at go-live. CFBS supports clients across the entire ERP lifecycle through optimization, data, training, support, and technical services.

ERP Platforms
& Specialized Solutions

We lead with operational fit –
software follows.

Acumatica - A Flexible ERP Solution That Grows With You

Acumatica provides a modern cloud ERP platform for organizations that need to connect financial management with complex operational requirements. With capabilities spanning Financials, Manufacturing, Distribution, Project Accounting, Construction, CRM and reporting, Acumatica provides a strong foundation for growing organization that need more than basic accounting software.

Business Central - Modern Microsoft ERP for Growing Businesses

Microsoft Dynamics 365 Business Central connects financial management with sales, purchasing, inventory, manufacturing, projects, service, and other core business processes.

Its connection with Microsoft 365, Power Platform, Power BI, and the broader Microsoft ecosystem makes Business Central a strong ERP platform for organizations looking to modernize operations while continuing to leverage Microsoft technology.

ProMRO - Purpose-Built ERP for Maintenance, Repair & Overhaul Businesses

ProMRO combines Acumatica Cloud ERP with specialized MRO functionality developed by Clients First for organizations managing complex maintenance, repair, and overhaul operations.

Designed around the repair lifecycle, ProMRO connects: Quoting, Customer Equipment, Repair Activity, Parts, Labor, Inventory, Costing, Compliance, Invoicing, and Financial Management.

ProMRO supports aviation, heavy equipment, component repair, and other organizations with complex MRO requirements.

Specialized Technical Expertise for Your Existing Dynamics Environment

Clients First brings decades of Dynamics experience to organizations that need specialized technical expertise within their existing Microsoft Dynamics environment.

Whether you need to extend existing functionality, connect another application, move data, automate a process, troubleshoot legacy development, or add technical capacity, our team can help.

X++ Development
Extensions, enhancements, custom programming, existing code modifications, and specialized business functionality.

APIs & Systems Integration Connect Dynamics with third-party applications, operational systems, customer platforms, Microsoft technologies, and other business-critical systems.

Data Imports, exports, migration, transformation, validation, and automated data exchange.

Interfaces & Automation Reduce manual processes and improve how information moves between Dynamics and the rest of your technology environment.

Technical Troubleshooting Understand and resolve problems involving existing development, integrations, interfaces, data, and specialized processes.

Technical Resource Augmentation Add experienced Dynamics technical resources for targeted projects, development backlogs, and specialized requirements.

Already have a Microsoft partner or internal Dynamics team? Clients First can work alongside your existing resources to provide specialized technical expertise when and where it’s needed.

Connect the Technology Your Business Depends On

Modern businesses depend on more than ERP.

You may have specialized manufacturing applications,
ecommerce platforms, warehouse systems, customer portals, field applications, legacy systems, equipment data, or other technology that continues to provide important business value.

The answer isn’t always replacing those systems.

Sometimes the better approach is connecting them.

Development

Extend ERP and other applications around specialized
business requirements.

APIs & Integration

Connect ERP with the systems your organization depends on.

Data

Migrate, transform, import, export, validate, and
synchronize information across applications.

Automation

Reduce duplicate entry and manual work by improving how
information moves throughout the organization.

System Consolidation

Determine what should remain, what should be integrated, and
what can be eliminated as your technology environment evolves.

Proven In The Field

40-60%

Reduced
Month-End
Close

3-5

Eliminated
Shadow
Systems

100%

Improved Job
and Project
Margin Visibility

100%

Increased Executive
Confidence in
Operational Data

Not Sure If You're Ready For ERP?

Who CFBS Is Not For:

Buyers looking for
generic, one-size-
fits-all solutions

Organizations unwilling
to commit to process
improvement

Companies seeking
the cheapest ERP
implementation

Talk to an ERP
Advisor
Who
Understands
Operations

Whether you’re evaluating a new ERP, trying to connect disconnected systems, improving an existing environment, or dealing with a specialized technical requirement, start with the business problem. Tell us what you’re trying to accomplish. We’ll help you understand the requirements, risks, technology options, and appropriate next step.
 

ERP success starts before
software is selected.