Industry experts and software
guaranteed to make your
business and your life better.
Hello and welcome to NewBOS's website.
We understand how busy you are, so we promise to efficiently help you determine if NewBOS is the right solution for you.
We also understand the difficulties you encounter in finding, training, and retaining quality resources.
You will be happy to know our software products have never missed a single day of productive work in 38 years. Read More
Jeff M. White,
Founder & Member
Montana, USA based software
company with 38 years success
helping agricultural commodity
related businesses thrive.
company with 38 years success
helping agricultural commodity
related businesses thrive.
Discover How Your Life will be Better with NewBOS
Owning and running a commodity related agri-business can be stressful, especially when using generic and disconnected software tools causing waste and duplicated efforts.
Most generic software doesn't understand the complexities your team faces every day.
If you're stressed about position risks, inaccurate financials, or lack of control, NewBOS is the solution.
Our integrated software gives you and your team confidence, efficiency, and productivity, truly offering a clear control point for your entire business.
With NewBOS, you will know your numbers and your risks daily, boosting your company's confidence and growth potential.
You will enjoy less stress and more time for fun and your family by benefiting from our decades of success in helping companies like yours.
INDUSTRY EXPERTISE:
We truly understand your industry, saving you time and money.
Your team will benefit from proven best practices which are built into our software.
Solution by your Industry
By Products / Organics /
Upcycling / Renewables
OUR CLIENTS DO
- Organics, NGMO, Conv.
- Cottonseed, Meal, Hulls
- Distillers, DDG, Canola
- Fish, Shrimp. Pumpkin
- Potato, Peanut, Tomato
- Midds, Pellets, Screenings
- Hominy, Citrus, Grease Trap
- Used Cooking Oil (UCO)
- Blood, Bone, Meat
- Call and ask about yours...
Dairy / Beef / Poultry Feed
Pet Food / Bird Seed / Fertilizer
OUR CLIENTS DO
- Premixes, Hand Adds
- Mix Forms, As Made (var.)
- Nutrients, Guarantee Tag
- Finisher, Starter, Scratches
- Blends, Standard Costing
- Sunflower, Canola, Millet
- Cheese, Whey, Milk
- Sacked, Toted, Bulk
- Call and ask about yours...
Grains / Pulses / Hay
Seeds / Commodities
OUR CLIENTS DO
- Grades, Deductions, Taxes
- Split Payments, Settlements
- Soybeans, Canola, Meals
- Flax. Millet, Sorghum. Spelt
- Buckwheat, Rye, Barley
- Oats, Safflower, Milo, Nyjer
- Chickpea/Garbanzo, Peas
- Corn. Wheat, Popcorn
- Call and ask about yours...
Transportation / Logistics
Transloading / Brokerage
OUR CLIENTS USE
- Logistics Scheduling
- Transload, Transfer, Store
- Inventory Multiple Owner
- Broker. Trailer Leases
- Dispatch Emails, Text/MMS
- Driver App, Proof of Delivery
- Fuel Cards, Advances
- Loaded/Round Trip Miles
- Upload to BulkLoads.com
- Call about your specifics...
Our fully integrated tools and industry expertise will reduce your stress and frustrations caused from using generic tools and spreadsheets.
Solution by Business Model
Trading / Brokerage
Merchandising
TOP POWER TOOLS
- Purchases, Sales, Confirms
- Basis, HTA, Flat. Indexed
- Integrated Logistics (TMS)
- Smart Risk Control (CTRM)
- Ahead/Behind Status
- Live Contract Balances
- Tons, Metric, Bushel, Lbs,
- Call for more details...
Manufacturing / Milling
Mixing / Blending / Crushing
TOP POWER TOOLS
- Mix, Ration. Formula (BOM)
- Moving, Standard Costs
- Projected Demand/Supply
- Book to Physical Process
- Inventory, Lot # Tracking
- Complex Splits, Crush
- Nutrients, Guarantees
- Call for more details...
Warehousing / Packaging
Retail Feed Store
TOP POWER TOOLS
- Barcode Pallet/Tote (WMS)
- Integrated Lots w/ Auditing
- Unlimited Sites / Areas
- Unlimited Owners / COA
- Detailed BOLs, Tickets
- Scale In/Out NTEP Cert.
- Live "On Hand" Map
- Call for more details...
Import / Export
TOP POWER TOOLS
- Vessel, Rail, Container
- Bookings, ISF, Customs
- Multi-Currency, Prepays
- Drayage and Demurrage
- On Water, Port, Emptied
- Copy/Paste Car#/Container#
- Cash Demand Projection
- Call for more details...
No Matter Your Role, your work life will improve with NewBOS, it's our promise.
Solution by your Role
Trader / Owner
Merchandiser
- With NewBOS, the stress about trading risk and financial control vanishes.
- Daily you'll have live Trading Positions and accurate Financial Statements.
- Your trader's contracts flow seamlessly into logistics for transportation execution, then automatically flow to accounting.
- Your inventory, credit, and compliance are also integrated and controlled effortlessly.
- No more spreadsheets or duplicated efforts are needed as your team benefits from NewBOS's industry specific best practices.
- No more waiting for results or uncertainty, with NewBOS you will always know all your numbers.
Logistics / Dispatcher
Transportation Manager
- Logistics is the critical glue between trading and accounting, scheduling, and planning here keeps things running smoothly.
- Our Logistics Manager tool simplifies this demanding role by providing a central hub for all planning, active loads, and load history.
- Imagine one tool managing every aspect of transportation, including inventory movements, international and direct shipments.
- You can easily link all critical controls ids such as Car#/Container#, Release#, PO#, Origin#, Destination#, together, easily.
- With NewBOS's full and automatic integration, manual updates and separate spreadsheets are eliminated, benefiting everyone.
- Traders and accounting teams receive real-time updates, minimizing repeated requests for status updates.
- You will enjoy automated email or MMS messaging, empowering more loads completed correctly with less effort.
- TruckBOS/WebBOS are our integrated apps for drivers and dispatchers outside of your team, allowing even more productivity.
- NewBOS truly is the complete logistics and transportation management (TMS/LMS) tool you've been dreaming of.
Inventory / Warehouse
Scale / Plant Manager
- End to End Inventory Control is crucial for safeguarding a company's most valuable asset.
- Our system offers real-time visibility and control from truck arrival, until it leaves, and everything in between.
- By utilizing our NTEP certified scale software, you can seamlessly track trucks, railcars, containers, pallets, and lots.
- We connect all your scales for smooth in, out, and transfer events, generating fully digital documents including scale tickets and BOL, COAs.
- With every transaction, inventory balances update instantly, complete with a visual facility map by storage location or bin.
- Automated daily accounting reconciliation ensures accuracy, keeping your accounting team happy.
- Logistics planning seamlessly integrates, eliminating manual entries, spreadsheets, and paper shuffling.
- Plus, we handle your industry-specific needs like grading, analysis, and quality testing, all in one place.
- This comprehensive solution provides confidence that your inventory is secure and accounted for.
Controller / Accountant
/ CFO / Bookkeeper
- Struggling with fast monthly closes or tired of generating inconsistent, unusable financial reports?
- NewBOS resolves this by integrating fully contracts, logistics, inventory, AR, AP, and the general ledger.
- Gone are disconnected departments and unnecessary spreadsheets, creating disconnected silos of information.
- With our automated auto-cost system you create "detailed accruals" to make every shipment complete, every day.
- Our "Big Picture PowerGRID" allows instant review of finances both daily and years past in a single place.
- Track profits per commodity, per trader, per customer or shipment effortlessly.
- NewBOS will help you meet your reporting demands from your bank, lender, CPA/CA, and owners.
- Simplify your financial life with NewBOS and feel free to ask us any accounting questions.
- Let's see how our industry experience and expertise can help your accounting team be even more successful.
NewBOS will absolutely help your company do more with less and make more with less.
Solution by Your Goals & Needs
Better Control, Less Risk
done efficiently and quickly.
- NewBOS is absolutely control focused, giving you full control of cash flow, trading risk, banking, AR collections, and inventory.
- Control to NewBOS means detailed daily profit visibility combined with proactive position management, thus losses are minimized, and decision-making is optimized.
- Fully integrating contracts, inventory, and logistics enhances your operational power by staying in control of each load.
- Compliance seamlessly monitors and manages your external risks, while integrating with email and auto locks to prevent losses.
- Our clients are empowered with maximum control to focus on increasing your capacity to make more profits with less risk.
NO Spreadsheets
NO disconnected data.
- NewBOS helps eliminate spreadsheets with PowerGRIDS, combining the efficiency of spreadsheets and seamless integration with your NewBOS data.
- PowerGRIDS fully empowers your team to organize, summarize, and export data, enhancing productivity and value.
- Dynamic formatting instantly and effortlessly transforms data into value to satisfy your different audiences and needs.
- Sharing information is streamlined with common formats (xlsx, csv, pdf), so making reports requires no additional effort.
- Say goodbye to tech dependency and hello to unparalleled control and efficiency with PowerGRIDS—a game-changer for you and your data.
Remove wasteful resources,
remove duplication and stress.
- NewBOS helps create efficient workflows by helping users identify and address inefficiencies, removing any and all wasteful efforts.
- We focus on providing your team with tools, techniques, and training to foster a proactive mindset, prompting the crucial question, "Is there a better way?"
- Our experts specialize in finding or crafting optimal solutions, ensuring tasks are performed once and only once, even if that means changing our software to help.
- By seamlessly integrating all aspects of your business from trading to accounting, NewBOS eliminates "silo" efforts and promotes collaborative value-building teamwork.
- Each team member builds upon the work of the previous, driving accurate and timely financial outcomes, the ultimate goal.
- With our robust data import/export capabilities, NewBOS streamlines all processes, minimizing manual data entry and maximizing efficiency.
- Our culture is clear: reuse existing data, leverage collective efforts, and continuously optimize workflows for peak productivity.
Team growth using
best practices, don't reinvent.
- NewBOS includes decades of industry best practices saving your team time and money by not reinventing solutions.
- Working with generic software, consultants, and trainers from outside your industry will absolutely add frustration, costs, and delays.
- Your team benefits from the collective wisdom of hundreds of industry specific companies, built directly into NewBOS, and our training systems.
- Our TrainingBOS courses include learning games which enhance comprehension and retention. Our content includes industry knowledge, technology hacks, best practices, as well as NewBOS software expertise, boosting your team's confidence and productivity.
- Comprehensive onsite and remote training packages are available and are recorded to build up your own company's learning assets.
- Our goal is your team's independence and capacity to handle and control your business and growth effectively.
- Additionally, we focus on using simple yet effective tools like checklists, task lists, and cross-training which are all proven to enhance your team's success and reduce your risks.
38 year's experience built into our products, you benefit by removing the guesswork.
Solution by Product
NewBOS™ is the full solution to operate your agribusiness related business. We know your industry is not like the standard "widget" company, and NewBOS embraces the differences and nuances like no other generic system can.
The ultimate goal of NewBOS is owners have more time to enjoy their life, play more golf, and have more fun without the stress related to growing or not feeling in control.
Today, the world wants to reduce a system's capacity to 3-4 letters, like ERP, CRM, TMS, or CTRM, but that creates confusion for you when a system, such as NewBOS, has all these things combined into a single unified platform.
NewBOS, along with our other suite of tools, creates a fully integrated eco system for your team that starts with contracting and risk management, through logistics and ultimately creating detailed and timely financial statements. Also add in full inventory and warehouse control, document management and everything in between and you can see why NewBOS doesn't fit into any single 3 letter acronym box.
NewBOS™ is designed to work all aspects of this industry, from simple direct-ship commodity merchandisers all the way to complex multi-state, multi-national animal/pet food manufacturers.
As you can see, there is so much to show you. A conversation is truly the best way to demonstrate NewBOS's capacity to help your company and team be even more successful.
MODULES:
Too many modules to list here...
The ultimate goal of NewBOS is owners have more time to enjoy their life, play more golf, and have more fun without the stress related to growing or not feeling in control.
Today, the world wants to reduce a system's capacity to 3-4 letters, like ERP, CRM, TMS, or CTRM, but that creates confusion for you when a system, such as NewBOS, has all these things combined into a single unified platform.
NewBOS, along with our other suite of tools, creates a fully integrated eco system for your team that starts with contracting and risk management, through logistics and ultimately creating detailed and timely financial statements. Also add in full inventory and warehouse control, document management and everything in between and you can see why NewBOS doesn't fit into any single 3 letter acronym box.
NewBOS™ is designed to work all aspects of this industry, from simple direct-ship commodity merchandisers all the way to complex multi-state, multi-national animal/pet food manufacturers.
As you can see, there is so much to show you. A conversation is truly the best way to demonstrate NewBOS's capacity to help your company and team be even more successful.
MODULES:
Too many modules to list here...
TrainingBOS believes skilled humans are still very valuable, and relevant to your company. Of course, the trend now with AI is to continue lessening the reliance on humans, and in many cases eliminate them.
NewBOS accepts that challenge continuously adding technology to automate or improve processes that allow your existing team to be massively more productive, more efficient, and more helpful.
The goal for your team continues to keep your growers, customers, vendors, and transportation resources happy. That's still a job for a skilled human, especially one that is empowered with the industry's best tools.
TrainingBOS focuses on your existing team to help them grow with your company however possible. We can't predict the future, but we can prepare your team for that future.
Deploying training is done easily through our TrainingBOS Web Course. TrainingBOS tracks and manages each team member's progress through the learning process.
Having fully resusable training materials supports the "real" human learning process. We also create a PLAY/SANDBOX version allowing your team to experience NewBOS's tools without fear or concern.
Buying software is one of the biggest decisions your company will make, but USING the software effectively right out of the box is the most valuable strategic plan your company must also make. Everyone has heard of the "failed" installation of new software by your competitors. That usually happens when expert training systems are not deployed effectively to assure your teams success.
Duplicating your Best Employee! We believe that each of your current team members possesses some skills and knowledge about how best to do his or her job, how to prevent problems, and ultimately how best to save and make the company money. We push the entire team operate at "best" members levels.
CLASSES:
NewBOS accepts that challenge continuously adding technology to automate or improve processes that allow your existing team to be massively more productive, more efficient, and more helpful.
The goal for your team continues to keep your growers, customers, vendors, and transportation resources happy. That's still a job for a skilled human, especially one that is empowered with the industry's best tools.
TrainingBOS focuses on your existing team to help them grow with your company however possible. We can't predict the future, but we can prepare your team for that future.
Deploying training is done easily through our TrainingBOS Web Course. TrainingBOS tracks and manages each team member's progress through the learning process.
Having fully resusable training materials supports the "real" human learning process. We also create a PLAY/SANDBOX version allowing your team to experience NewBOS's tools without fear or concern.
Buying software is one of the biggest decisions your company will make, but USING the software effectively right out of the box is the most valuable strategic plan your company must also make. Everyone has heard of the "failed" installation of new software by your competitors. That usually happens when expert training systems are not deployed effectively to assure your teams success.
Duplicating your Best Employee! We believe that each of your current team members possesses some skills and knowledge about how best to do his or her job, how to prevent problems, and ultimately how best to save and make the company money. We push the entire team operate at "best" members levels.
CLASSES:
- NewBOS Skills Foundation
- Accounting Foundation
- Logistics Foundation
- Trading Foundation
- Technology Foundation
- Controller Certification
- and more...
ControlBOS is the software for your facilities' onsite team. ControlBOS helps your facility take responsibility for your inventory, so you don't have to write off losses or wonder if your inventory is correct.
Please think of your inventory as cash that is controlled by a bank, except you are the bank, and ControlBOS is the software making sure every pound in and every pound out is tracked, just like your bank tracks your money.
ControlBOS also allows you to manage multiple owners inside of a single facility as is often the case.
EveryWEIGH is an NTEP certified scale management system designed for people controlling access to your facilities. These are the people physically touching the product from arrival to departure and everything in between.
ControlBOS/EveryWEIGH are tightly integrated with NewBOS for accounting and control purposes, we also allow your facility team to track what is "ACTUALLY" happening. This gives you the most accurate realistic insights into actual control and management issues, normally lost with standard ERP solutions.
WarehouseBOS is another module focused on tracking palleted and packaged products within a warehouse. This includes barcoded inventory, quick take physical audits, and most important keeping inventory fresh and organized to reduce waste and mark downs on your inventory.
Lot Tracking in real time yet another complex and demanding requirement for your physical facilities. ControlBOS allows for complete forward and backwards lot auditing to make sure you are ready for mock and real recall risks.
All your auditing for compliance, organic or other certifications requires you to have real time and accurate lot audit systems. With ControlBOS you can check that box as "approved."
We look forward to hearing your challenges and applying our decades of experience in inventory control to help you sleep better at night with ControlBOS.
MODULES:
Please think of your inventory as cash that is controlled by a bank, except you are the bank, and ControlBOS is the software making sure every pound in and every pound out is tracked, just like your bank tracks your money.
ControlBOS also allows you to manage multiple owners inside of a single facility as is often the case.
EveryWEIGH is an NTEP certified scale management system designed for people controlling access to your facilities. These are the people physically touching the product from arrival to departure and everything in between.
ControlBOS/EveryWEIGH are tightly integrated with NewBOS for accounting and control purposes, we also allow your facility team to track what is "ACTUALLY" happening. This gives you the most accurate realistic insights into actual control and management issues, normally lost with standard ERP solutions.
WarehouseBOS is another module focused on tracking palleted and packaged products within a warehouse. This includes barcoded inventory, quick take physical audits, and most important keeping inventory fresh and organized to reduce waste and mark downs on your inventory.
Lot Tracking in real time yet another complex and demanding requirement for your physical facilities. ControlBOS allows for complete forward and backwards lot auditing to make sure you are ready for mock and real recall risks.
All your auditing for compliance, organic or other certifications requires you to have real time and accurate lot audit systems. With ControlBOS you can check that box as "approved."
We look forward to hearing your challenges and applying our decades of experience in inventory control to help you sleep better at night with ControlBOS.
MODULES:
- EveryWEIGH, NTEP Scale Control, for Truck, Rail, Totes...
- YardBOS, Visual map of live inventory
- WarehouseBOS, Manufacturing & Toted, Palleted Inventory
- LotBOS, Lot tracking full forward & reverse auditing
Are you tired of paper clutter, cabinets eating office space, wasted labor manually emailing, scanning, printing, or filing documents?
PaperBOS is the solution in every conceivable way.
PaperBOS is an extremely smart and automated Document Automation System (DAS) designed specifically for commodity and feed-related businesses. An example is some of your customers want both Origin and Destination scale tickets with their invoice, some don't? PaperBOS understands that need, along with countless other industry demands.
With PaperBOS, you can send contracts, invoice packages, and payment notices via email or printed for US mail, because not everyone outside your company is ready for paperless, this flexibility keeps your growers, truckers, and customers all very happy.
Streamline your invoicing process and reduce the time it takes to invoice from days to minutes after shipment delivery. Because PaperBOS fully integrates with EveryWEIGH, our scale system, and TruckBOS our driver mobile app, the delays and waste of handling paperwork disappear, and your team's efficiency increases massively.
Automate your daily document handling with PaperBOS's AI and OCR technology. This quickly reduces manual steps and workload for your team.
With reduced invoicing times, PaperBOS will pay for itself, by reducing the real costs of interest, handling, mailing, filing, searching, and storing paper.
By implementing PaperBOS, you will reduce paperwork, increase productivity, and enhance profitability.
MODULES:
PaperBOS is the solution in every conceivable way.
PaperBOS is an extremely smart and automated Document Automation System (DAS) designed specifically for commodity and feed-related businesses. An example is some of your customers want both Origin and Destination scale tickets with their invoice, some don't? PaperBOS understands that need, along with countless other industry demands.
With PaperBOS, you can send contracts, invoice packages, and payment notices via email or printed for US mail, because not everyone outside your company is ready for paperless, this flexibility keeps your growers, truckers, and customers all very happy.
Streamline your invoicing process and reduce the time it takes to invoice from days to minutes after shipment delivery. Because PaperBOS fully integrates with EveryWEIGH, our scale system, and TruckBOS our driver mobile app, the delays and waste of handling paperwork disappear, and your team's efficiency increases massively.
Automate your daily document handling with PaperBOS's AI and OCR technology. This quickly reduces manual steps and workload for your team.
With reduced invoicing times, PaperBOS will pay for itself, by reducing the real costs of interest, handling, mailing, filing, searching, and storing paper.
By implementing PaperBOS, you will reduce paperwork, increase productivity, and enhance profitability.
MODULES:
- Explorer, Anyone can help customers, grab a copy of a scale ticket.
- Matcher, Intelligently match your NewBOS accounting transactions with document images.
- Packager, Automatically package primary and supporting documents into PDF's and email them.
- Smarter, teach PaperBOS the rules to keep each customer, grower, and trucker happy.
- the Vault, a simple place on your desktop to drop images from email, or other sources efficiently.
In today's digital age, smartphones, mobile pcs, and tablets have become essential tools for accessing and updating information in real-time.
NewBOS has developed a secure and comprehensive mobile platform suite that enables your team and external parties to access and update information your NewBOS system, eliminating waste and duplicated efforts.
Our clients face unique challenges when it comes to deploying mobile technology on the road and in rural areas of our country.
That's why we've created the MobileBOS platform, which offers both online and offline functionality.
This is crucial in the agricultural industry, where many facilities and areas lack reliable internet access or cell service. Our mobile app development approach ensures a robust and reliable experience for users, including forklift operators, truck drivers, and salespeople working in remote areas.
Our suite of mobile applications includes TruckBOS, SalesBOS, WarehouseBOS, and CrmBOS (Farm & Sales). Each app is designed to increase productivity of specific team members.
As we continue to develop and deploy new tools and modules, they will become part of our comprehensive suite of mobile applications.
Our goal of creating best of breed apps, so you don't have to reinvent anything.
We're always learning and excited to hear your visions, needs, and goals for mobile applications that will benefit your team, customers, and growers.
MODULES:
NewBOS has developed a secure and comprehensive mobile platform suite that enables your team and external parties to access and update information your NewBOS system, eliminating waste and duplicated efforts.
Our clients face unique challenges when it comes to deploying mobile technology on the road and in rural areas of our country.
That's why we've created the MobileBOS platform, which offers both online and offline functionality.
This is crucial in the agricultural industry, where many facilities and areas lack reliable internet access or cell service. Our mobile app development approach ensures a robust and reliable experience for users, including forklift operators, truck drivers, and salespeople working in remote areas.
Our suite of mobile applications includes TruckBOS, SalesBOS, WarehouseBOS, and CrmBOS (Farm & Sales). Each app is designed to increase productivity of specific team members.
As we continue to develop and deploy new tools and modules, they will become part of our comprehensive suite of mobile applications.
Our goal of creating best of breed apps, so you don't have to reinvent anything.
We're always learning and excited to hear your visions, needs, and goals for mobile applications that will benefit your team, customers, and growers.
MODULES:
- SalesBOS, fully empower your field sales team and client confidence.
- CrmBOS, (Farm Edition), Order and manage agronomy and fertilizer related business needs.
- CrmBOS, (Sales Edition), Keep up to date on all contracts, logistics, and customer information.
- TruckBOS, Empower drivers (internal and external) with LIVE LOAD access, and Proof Of Delivery for you.
- MobileBOS, platform to help you design what matters most to you.
The WebBOS platform and experts are ready to help your business reduce waste and communication problems by connecting internal teams with external users of NewBOS.
Successful projects include:
Delivery Driver Portal: Get delivery details instantly and provide LIVE updates on delivery progress, keeping everyone updated.
Customer Portal: Customers can access their open contracts, active shipments, and payment history on a single platform.
Dispatcher Portal: External transportation companies can view assigned loads and dispatch with driver assignments, automatically uploading to individual drivers using the TruckBOS mobile app.
By working with the WebBOS platform and team, businesses will solve problems and deploy solutions that benefit both the company and its partners.
With WebBOS, make work easier and faster by securely connecting your business partners directly to your internal team. The platform enables our clients to streamline operations, reduce waste, and improve communication, making everyone's life better.
MODULES:
Successful projects include:
Delivery Driver Portal: Get delivery details instantly and provide LIVE updates on delivery progress, keeping everyone updated.
Customer Portal: Customers can access their open contracts, active shipments, and payment history on a single platform.
Dispatcher Portal: External transportation companies can view assigned loads and dispatch with driver assignments, automatically uploading to individual drivers using the TruckBOS mobile app.
By working with the WebBOS platform and team, businesses will solve problems and deploy solutions that benefit both the company and its partners.
With WebBOS, make work easier and faster by securely connecting your business partners directly to your internal team. The platform enables our clients to streamline operations, reduce waste, and improve communication, making everyone's life better.
MODULES:
- WebBOS Customer Portal (Sales - Shipments- AR - Cash)
- WebBOS Dispatcher (Load Schedule - Driver Assignments)
- WebBOS Supplier (Purchases - Shipments - AP - Payments)
- WebBOS Custom Solutions, what do you need to be more successful?
Start your journey to a better life today with NewBOS,
it really is as simple as 1,2,3
Call/click our phone number above and
connect with a real human who genuinely cares.
Step- 1 Schedule a Demo
After listening to you and based upon your specific industry and goals, we will customize your demonstration.
Also, we will record it, so you can replay it and share it.
Step - 2 Implement Your Custom Plan
We guarantee a successful implementation and accurate data conversion. Through our decades of success, systematic practice trials and comprehensive training programs we know your team will have the skills and confidence to succeed.
Step - 3 Enjoy a Better Life
NewBOS will be there by your side every hour and every day to help you. We push ourselves and your team to get the most out of your decision and investment in NewBOS software. This is a life long relationship that starts and finishes with mutual respect, caring and trust. Just ask our clients who have been with us for over 38 years, without missing a single day.
How Small Businesses Can Avoid Buying the Wrong ERP or
Industry Software
Simple Goals, Better Outcomes
If your company is investing in new ERP or industry software, you deserve to make that decision carefully and
correctly the first time.
For companies with 1 to 50 users, this is not a small decision. It affects your sales team, operations,
accounting staff, logistics, reporting, training time, stress levels, and long-term profitability.
The right software partner can help your team become more organized, more productive, and more confident.
The wrong partner can drain time, money, and energy for years.
That is why it is so important to look beyond the sales presentation and ask better questions before you
commit.
The Hidden Costs of a Bad Software Decision
Most companies focus on quoted pricing. That matters, but the biggest costs are often the ones that do not
show up clearly in the proposal:
- Too many meetings with consultants who do not really understand your business
- Endless customization discussions without real progress
- Employee frustration from slow workflows or poor system fit
- Re-training your team again and again as vendor personnel change
- Integration problems between disconnected systems
- Delayed go-live dates and rising consulting bills
- Stress, burnout, and loss of confidence inside your company
- Unmet promises during the sales presentation
extra people standing by to absorb wasted time, confusion, or project failure. The software you choose should
reduce strain, not multiply it.
10 Smart Ways to Avoid Buying the Wrong Software
1. Require Real Demonstrations, Not General Promises, and record all meetings.
When you ask whether a system can handle something important, do not settle for "yes."
Ask them to show you exactly how it is done, step by step.
Many systems can technically perform a task, but the real question is this: how much time, effort, and
frustration does it take to do it correctly? A process that should take 15 seconds should not take 5 minutes.
The more important the function is to your company, the more exact the demonstration should be.
A company that won’t record their demo’s or meetings is not ready to be held accountable for their promises.
2. Reduce Assumptions as Much as Possible
Software projects get into trouble when too many people assume the system will probably handle an
important process.
Do not assume. Verify.
Whether it is contracts, logistics, inventory, accruals, reporting, pricing, settlements, document handling, or
integrations, the less guessing involved, the safer your decision will be.
No software evaluation can eliminate every unknown, but a good vendor will be patient, specific, and willing to
walk through the details that matter most.
3. Make Sure the Vendor Understands Your Industry
Generic software can sound attractive because it promises flexibility. But for many smaller companies, that
flexibility turns into expensive consulting, longer implementations, and disappointing results.
If a vendor does not truly understand your industry, your business model, and the daily realities of your users,
your team may end up spending months teaching outsiders how your company works.
That is expensive, exhausting, and risky.
Industry-focused software often delivers value faster because much of that expertise is already built into the
system and the support team.
4. Clarify Who Is Responsible for Integrations
If multiple systems or vendors are involved, ask one simple question: Who owns the outcome if the integration
does not work properly?
This is one of the most important questions in any software purchase.
It is easy for a vendor to say, "We should be able to integrate with that." It is much more important to know who
is building it, who is testing it, who is responsible for errors, who pays for fixes, and who stays involved until it is
working in production.
If nobody clearly owns the result, your company may end up stuck in endless meetings while different vendors
point fingers at each other.
5. Protect Yourself Financially
Smaller companies need clear financial protections.
Try to avoid open-ended consulting arrangements, vague implementation budgets, or payment structures
where most of the money is gone before the system is truly working for your team.
A good software agreement should create mutual commitment, not one-sided risk.
At a minimum, you should want clear scope, clear pricing, clear milestones, clear expectations for success,
and reasonable payment timing tied to real progress.
The goal is not to make the vendor uncomfortable. The goal is to make sure both parties stay serious about results.
6. Be Careful with Long-Term Lock-In
Be cautious about signing a long-term agreement before the software has proven itself in your real
environment.
Discounts can sound attractive, but they lose value quickly if the system is not a strong fit or the vendor does not perform as expected.
A software provider should be confident enough in their product and support that they are willing to earn your
trust over time, not trap you in a relationship that is difficult to exit.
7. Make Sure You Can Reach Real Humans
When issues become urgent, smaller companies do not want to disappear into a support portal and wait.
Email and ticket systems can be useful, but there should also be a real path to reach a human being who
understands the seriousness of the problem and can help move it forward.
Ask the vendor: Do you publish your phone number? Who answers when we call?
How do urgent issues get escalated? Can we reach management when necessary?
When your business is under stress, responsive human support matters.
8. Work with the Company Behind the Software
Whenever possible, work directly with the company that develops and supports the software, not just a layer
of resellers, consultants, or intermediaries.
The more layers between your users and the people who actually control the product, the more time, cost,
and confusion can enter the relationship.
For smaller companies especially, direct access matters. It often leads to faster answers, better
accountability, and more practical improvements.
9. Keep Owners and Decision-Makers Involved
This decision should not be left entirely to one staff member, one consultant, or the newest person on the
team.
Your employees absolutely should be involved, especially the people who will use the system every day. Their
input is critical.
But ownership and senior leadership should stay closely engaged because this is not just a software purchase.
It is a long-term operational and financial decision that can affect the company for many years.
Smaller companies feel the consequences of these decisions directly, so leadership should remain involved
from evaluation through go-live.
10. Choose a Partner That Keeps Improving
The software you buy today will not be the last version your company needs.
Over time, your company will change, your users will improve, and new ideas will emerge. That is why it is
smart to work with a software company that is serious about ongoing improvement.
Ask what % of your team is development focused compared to sales and operations focused? Also ask if they
are using AI to assist and improve developer productivity and skills for the future.
Ask questions like: Do you continue enhancing the product? Do you listen to customer suggestions? Do you
have real developers on staff? Can the software become better over time?
A company focused only on selling is very different from a company focused on building, improving, and
supporting.
For a long-term software relationship, that difference matters.
A Final Thought
Smaller companies sometimes get sold software as if they are giant enterprises with giant budgets, giant IT
teams, and unlimited patience.
That is usually a mistake.
Most companies with 1 to 50 users need something more practical:
- strong industry fit
- efficient workflows
- reasonable implementation risk
- direct support
- real accountability
- a partner who understands the pressure on your team
The right software partner should help your company become more productive, more profitable, and less
stressed - not bury you in consulting bills, delays, and avoidable frustration.
That is the standard worth expecting before you say yes.
Where to Start
The best place to start is asking your competitors, vendors, and customers what tools they use? If you are
looking for industry software, ask your industry partners (that you are impressed with) what tools they use?
Then ask them the following:
1. Do you like the system? 1-10 ranking if you are getting several different options.
2. What things would you change about the system if you could? Speed, interface, etc.?
3. Is the support quick to answer and helpful when they do, most of the time?
4. How long does an issue typical take to get resolved? Days, weeks, months?
After checking 10-20 industry counter parties, you will start to see a clear direction at least to maybe focus on
the top 3, unless they exclude themselves for some reason.
Best of luck, this is truly one of the biggest decisions a company can make for building their future, keeping the
team productive, and most importantly, keeping control of your business from trading to cash.
Jeff White
Founder & Member