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Managed ERP and CRM
Allow your business to grow, evolve, and transform
At CAG, we understand that an ERP / GRP system is the beating heart of an organization. Its reliability, accuracy, and performance are critical to success. From the hardware and cloud layer, to the database engine and the user presentation layer, we know how to keep that heartbeat going at a steady pace.
CAG knows how to customize your ERP to fit your business processes, either through the third party integrations or custom development. We can also advise when your processes should adapt to the ERP’s philosophy, since ‘custom’ does not always mean ‘better.’
Often, CAG can enhance your ERP’s core functionality through data warehousing approaches (data mart, OLTP, ELT…). Well-planned data warehousing, specifically designed and tuned to perform for its intended purposes lightens the workload of your ERP, and structures your data for optimal reporting and retention.
Similarly, a well-balanced CRM system empowers your customer/student/donor/constituent acquisition teams to provide seamless and consistent onboarding experiences and lets you plan revenue or enrollment pipelines more dynamically and proactively. Just like an ERP system, the value of a CRM to your organization depends upon its suitability to your organization. CAG helps you know when, and how, to apply customizations to the processes and functions critical to your success.
Columbia Advisory Group provides Managed ERP and CRM in the following frameworks:
SAP Business One
Higher Ed Services: Ellucian Banner and more
Columbia Advisory Group specializes in supporting the Banner Student Information System (and its satellite applications). Our team installs, maintains, upgrades, and enhances the SIS ecosystem to ensure the smooth operation of an institutions’s business processes. We can manage Banner itself and other Ellucian solutions such as Degree Works, Ethos, Workflow, or Luminis (among others) as well as most third-party solutions that plug into Banner or rely on Banner data.
In addition to our technical expertise, we measure success by functional adoption of the solution. That’s why our team features functional consultants who can work alongside your functional leaders to ensure the solution is effective for your organization. CAG can:
Manage server and Oracle environments, including Security considerations and Disaster Recovery
Maintain and patch Banner and other Ellucian products
Design and maintain code enhancements for bespoke business process management
Implement new modules and functionality (CPOS, Business Communications Management, Action Item Processing)
Integrate third-party solutions and create API for communications between systems
Offer functional consulting and training, empowering campus users to make the most out of Banner
Our approach is modular, meaning we can manage as much or as little of the Banner lifecycle as you want us to. While some UniversiOur approach is modular, meaning we can manage as much or as little of the Banner lifecycle as you want us to. While some institutions look to us to for complete management of their SIS, from server operating system to user experience and process enhancements, others rely on our expertise patching and maintaining Banner and its Oracle instances while retaining their user-facing resources.ties look to us to for complete management of their SIS, from server operating system to user experience and process enhancements, others rely on our expertise patching and maintaining Banner and its Oracle instances while retaining their user-facing resources.
Mini Case Study: Student Information System Management at TAMU
CAG developed and maintain a remote-learning, mutual-articulation solution for the 10 Universities in the Texas A&M System, implemented through a central Data Warehouse connected to each of the participating universities’ Student Information System powering a Cloud-based dashboard.
CAG supports the Student Information Systems of several Texas A&M Universities from the server OS to the user experience. Our SIS team features:
System administrators keep the servers' OS patched, updated, backed up, and tuned for optimal performance.
Oracle Database Administrators manage the Oracle instances related to Banner and other Ellucian products.
Banner Administrators apply Ellucian patches, perform cloning (Quality Assurance, Regression Test) and troubleshoot issues for Banner, Automic/UC4, Workflow, Degree Works, Ethos, Luminis, as well as third party solutions.
SQL programmers to write and support customizations to the 'vanilla' Banner processes and automate repetitive manual operations.
Columbia Advisory Group teams understand a University’s day-to-day operations and all technical moving parts affecting it. We implement changes both at the technical and functional levels, as well as shepherd the addition of third party solutions (Starfish, EduNav, payment systems…) to ensure a smooth implementation.
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Learn how we align our exceptional experience as a leading IT Managed Service Provider to bring measurable benefits to your organization
COMPLEX ERP SOLUTION SUPPORTS STUDENT RECRUITMENT AND RETENTION
Columbia Advisory Group Audio/Visual Services Saves Texas A&M University System campuses over $3.2 million during A/V redesign
Implementing Hybrid Learning Systems in a Post-COVID World
Making The Case for Virtual Chief Information Security Officers in Education
The Importance of a Unified Technology Stack for Higher Education Institutions
Enabling IT Transformation for Non-Profit Healthcare Entity
Tarleton State University: Interim CIO Provides Strategic IT Roadmap
Electronic Health Records Implementation for a Non-Profit Skilled Nursing Facility
Embracing the Future: Tarleton State University’s Data-Driven Transformation
Navigating an HVAC Division Carve-Out for a Large Publicly Traded Company
Strategic Operational Cost Reduction in a Top-Tier Global Financial Institution