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Services & Support for MAX ERP

Training and Education

To help you ensure a successful deployment, we’ve developed and groomed an Implementation Team of manufacturing professionals and business application experts who can help you build the foundation of your MAX system to fit the demands of your strategic enterprise.

Our trainers have years of hands-on manufacturing process experience and in-depth product knowledge to help you get the most out of your valuable time in training, whether on-site, in a classroom or via the web.

In addition to tailored implementation services, Exact Professional Services offers a broad curriculum (below is a partial list of subjects covered) for bringing any enterprise up to speed:

Web-Based Training:

  • Subcontract Processing
  • Accounting Reconciliation
  • Warranty Tracking
  • BOM & ECO
  • Feature Option Configurator
  • MAX Quoting
  • Year End Closing
  • Quoting & Estimating
  • Labor Tracking

Classroom Training:

  • Fast Track Implementation
  • Great Plains & MAX
  • Crystal Reports
  • Master Scheduling & MRP
  • Purchasing & Inventory
  • Master Production Schedule/MRP
  • Purchasing/Inventory

Customer Support

MAX Customer Portal offers secure access to your account card for unprecedented visibility into your account’s history of calls and issues so everyone truly is on the same page. Available 247, it’s also your first stop to locate knowledge and tech notes and product alerts as well as news and downloads.

MAX Customer Support Staff are available during regular business hours to follow up on your requests for issues that come up and they are working right off your account card so the result is you get more quality care with laser accuracy to zero in on your issue. With online sessions, Support Staff can even look at your live install to help guide you to the answer.

Consultation Services

Installation and Implementation

  • Gold Standard installation and certification of your network, MAX and your accounting software
  • Module and function-specific implementation and training

Data Conversion, Custom Programming and Integrations

  • Data conversion from old versions of MAX and Great Plains Accounting
  • Development of functionality not provided with standard systems
  • Custom Crystal Reports
  • Integration with compatible third party systems

Project Management, Systems Review and Custom Implementations

  • Current manufacturing systems analysis
  • Development of customized MAX Implementation Plan
  • Complete range of EDI, ECO and other non-MRP related services
  • Quantitative reviews of entire Business System utilization and effectiveness
  • Procedures to improve business processes
  • Analysis of database to highlight the source of operational problems
  • Discussion of key business issues and resolution of system-related problems
  • Strengths, weaknesses and opportunities detailed
  • Tangible, quantifiable bottom-line profits identified
  • Needed training to produce greatest ROI
  • Action plan for establishing achievable milestones and goals

MAX ERP Modules

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