“We can see the profit margin on every order raised in the system to ensure we are hitting company targets"

Outgrowing QuickBooks

At OGL we pride ourselves on our Implementation Pathway which all new customers work through to ensure the process of integrating OGL Software and replacing old systems is as smooth and as effective as possible. Featuring five milestones: consultancy, planning, training, Go Live and transition, the Implementation Pathway ensures our customers have a clear understanding of what is involved at the outset of being an OGL Software customer and have the assurance of OGL’s support, experience and expertise throughout.

We were delighted to hear that Metalflex, a manufacturer of hose assemblies and ancillary products, has been impressed with everything we offered them during their recent pathway from QuickBooks to OGL Software.

Implementing OGL Software

The Director of Metalflex states “The support and resources we’ve been given to guide us through the process of moving to OGL Software have been very impressive indeed."

"As Metalflex moves into its 17th year in business we want to have in place a system that will propel us to the next level of business and I can already see the benefits that the system will bring. It’s just a matter of completing the training, getting going with it and then reaping the rewards.”

Metalflex's Director states "We have such a lot of knowledge about the company in our heads. It was difficult to have holidays from the business because we were always needed for something. We didn’t have a sophisticated enough system to house everything about the company; the whos, hows, wheres, whens.”

It’s a problem we at OGL are familiar with. Many directors and senior people within businesses, as they have grown, have committed more and more important company information to memory rather than into a system. New staff join the company as it gets successful and they are constantly having to ask those with the knowledge for answers (or read minds!)

Metalflex commented that one of the best examples of this was their discount parameters: “Discounts offered to regular customers and for large bulk orders were given piecemeal by myself or the other Director. OGL explained that all discount parameters can be set on OGL Software by customers, value or product. We’ve done this and also set things up so that we can see the profit margin on every order raised in the system to ensure we are hitting company targets.”

“This is just one example of how OGL Software will improve our operation.”

Metalflex's Director reflects that "planning has been spot-on throughout. We agreed on timescales during this stage and they’ve been kept to. All our training sessions were planned in advance, we knew when we were migrating data over and what our Go Live date was. We experienced an internet connection failure during data transfer which stalled that part of things but we had a field engineer from OGL to site the next day and our Go Live date didn’t have to change.”

“We’ve had 13 training sessions in total and the whole course has been excellent. Paul [Jackson, OGL Training Consultant] has been very helpful indeed and answered all of our questions. Same with Melissa [Jackson, OGL Project Leader]. Both very good and given us the confidence we need to get to grips with a complex system.”

Metalflex's Director states they had “no problems with the Go Live at all. We knew what to expect; no access to systems for two days, but we were able to manage this as it had been so well planned in the earlier stages. We had Paul Jackson here for the duration of the Go Live process so we knew we were in safe hands throughout.”

Continued support

"Everything indicates that we will continue to receive excellent support from the OGL team as we progress. This is a long-term investment for Metalflex so we are expecting an ongoing relationship with OGL to ensure we achieve everything we want to in the coming years as a business.”