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PROFESSIONAL SERVICE - JOB/PROJECT MANAGEMENT

Best configuration for US-based businesses

In our October 2023 analysis of the best automations for US-based  service businesses, we found this to be the most successfully implemented system by professional service firms.

Best configuration for UK, AU, NZ, and others​

In our October 2023 analysis of the best automations UK, AU,  and NZ-based  service businesses, we found this to be the most successfully implemented system by professional service firms.

RETAIL AND ECOMMERCE

Best configuration featuring Shopify / Shopify POS

In our January 2023 study of 1,500 SMB product businesses, we found this to be the most successfully implemented system by retailers in 2022.

Best configuration for Shipstation

In our January 2023 study of 1,500 SMB product businesses, we found we found this to be the most successfully implemented system by retailers in 2022.

woo-and-cin7-core.png

Sales channels

Cin7-Core-tile.png

Inventory

Shipstation.jpg

Shipping

INVENTORY AND WAREHOUSE MANAGEMENT

Best configuration featuring Shopify

In our January 2023 study of 1,500 SMB product businesses, we found we found this to be the most successfully implemented system in 2022.

logo1.jpg

Ecommerce and retail POS

Cin7-Core-tile.png

Warehouse management

logo3.jpg

Accounting

Best configuration featuring Cin7 Core

In our January 2023 study of 1,500 SMB product businesses, we found we found this to be the most successfully implemented system in 2022.

Cin7-core-and-shopify.png

B2B, ecommerce, and retail POS

Cin7-Core-tile.png

Warehouse management

logo5.jpg

Accounting

MANUFACTURING AND FOOD PROCESSING

Best configuration for efficient scaling and control

In our January 2023 study of 1,500 SMB product businesses, we found we found this to be the most successfully implemented system by manufacturers and food processors in 2022.

Cin7-Core-tile.png

Sales channels

Cin7-Core-tile.png

Food processing and warehouse management

logo3.jpg

Accounting

Best configuration featuring Cin7

In our January 2023 study of 1,500 SMB product businesses, we found that this most commonly implemented systems in 2022.

Cin7-Core-tile.png

Sales channels

logo9.jpg

Warehouse management

Cin7-Core-tile.png

Accounting

FASHION (CONTRACT MANUFACTURING)

Best configuration for efficiency and performance

In our January 2023 study of 1,500 SMB product businesses, we found that this most commonly implemented systems in 2022.

cin7-core-and-sps-commerce-v2.png

B2B sales and EDI orders

Cin7-Core-tile.png

Inventory, ERP and Warehouse mgmt

logo1.jpg

Ecommerce

Best configuration featuring Cin7

In our January 2023 study of 1,500 SMB product businesses, we found that this most commonly implemented systems in 2022.

cin7-core-and-sps-commerce-v2.png

Sales channels

Cin7-Core-tile.png

ERP

logo1.jpg

Ecommerce

Accounting And Tax Practice Management

Best configuration featuring Xero

In our January 2023 study of 1,500 SMB product businesses, we found that this most commonly implemented systems in 2022.

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Client engagement

xero-HQ.jpg

Client and staff management

logo5.jpg

Accounting

Best configuration featuring QuickBooks

In our January 2023 study of 1,500 SMB product businesses, we found that this most commonly implemented systems in 2022.

ignition.jpg

Client engagement

karbon.jpg

Client and staff management

logo3.jpg

Accounting

Construction

Best configuration featuring Xero

In our January 2023 study of 1,500 SMB product businesses, we found that this most commonly implemented systems in 2022.

Service-Mate.jpg

Job management

logo5.jpg

Accounting

corecon-estimating.jpg

Estimating

Best configuration featuring QuickBooks

In our January 2023 study of 1,500 SMB product businesses, we found that this most commonly implemented systems in 2022.

knowify.jpg

Job management

logo3.jpg

Accounting

stack-estimating.jpg

Estimating

Legal Case And PRACTICE Management

Best configuration for QuickBooks

In our January 2023 study of 1,500 SMB product businesses, we found that this most commonly implemented systems in 2022.

leaddocket.jpg

Find and convert leads

filevine.jpg

Legal case management

logo3.jpg

Accounting

Best configuration for Clio

In our January 2023 study of 1,500 SMB product businesses, we found that this most commonly implemented systems in 2022.

clio.jpg

Legal practice management

logo5.jpg

Accounting

gusto.jpg

Time and payroll

Hospitality

Best configuration featuring Lightspeed

In our January 2023 study of 1,500 SMB product businesses, we found that this most commonly implemented systems in 2022.

lightspeed.jpg

Cafe, restaurant, hotel POS

logo5.jpg

Accounting

doordash.jpg

Food orders and delivery

Best configuration featuring QuickBooks

In our January 2023 study of 1,500 SMB product businesses, we found that this most commonly implemented systems in 2022.

grubhub.jpg

Sales channels

lightspeed.jpg

Cafe, restaurant, hotel POS

logo3.jpg

Accounting

Learn more about to ensure yourproject’s success

What tech advisors are listed in the StackPlan directory?

The coaches in our directory have been certified by the software
companies they are implementing. They are the best of the best.

What criteria do successful businesses use to select coaches?

We surveyed 1,500 businesses to discover the criteria the most successful businesses used to select their advisors. We will publish this information soon in a blog.

Checklist for articulating the business outcomes you are seeking

The #1 key to getting a lot for your investment in a software consultant is to be very clear on what your definition of success is. We have created a checklist to help you. We will be publish this checklist in a blog soon.

Are you an expertsoftware consultant?

Join us by applying now

Businesses are looking for consultants and verified, talented systems experts. If you’re a credentialed and experienced, take a couple of minutes and apply to join us now.

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Starting meeting clients

Once you’re approved, we’ll get you in front of new potential clients right away. Get listed. Pick a plan. Then leave it with us.

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