Romero & Boston - Enterprising Innovator


Romero & Boston, a combination CPA and technology practice, is able to outpace competitors by taking that extra step. For example, manufacturing visitors to its Web site have ready access to custom forms, spreadsheets, and reports designed to enhance their existing inventory programs.

Romero & Boston

Diamond Bar, Calif.
Founded: 1995
Sales: $1.25 million
Employees: 12
Main Product: Macola-ES

And that’s not the half of it. Recognizing that local companies can lose thousands of dollars to the bottom line due to inventory imbalances, the reseller launched a free 10 Week Inventory Fitness Program, consisting of faxed tips for improving inventory-control processes. “The reception has been great,” with over a hundred participants so far, comments partner Brad Boston.

“We developed the program to bridge the gap between inventory theory and application, using Macola,” he explains. “We help organizations by providing a weekly to-do list with details on how to implement the tasks. Along with a unique mix of strategies and tactics, we’ve developed several custom reports that can be utilized by our [installed-base] community to improve inventory accuracy.”

Partner Insights

It’s just this type of innovation that has led to the company’s being invited to join the prestigious Exact Software/Macola Presidents Council. Romero & Boston’s technology practice, which includes the Best Software’s MAS 90 and FrontRange Solutions’ GoldMine along with Macola-ES, garnered a million dollars last year, representing about 80 percent of total revenue. The unit is projected to amass $1.15 million in revenue this year.

Boston attributes the company’s success to “hard work and staying true to sound business practices.” Head count stands at twelve, with half in the technology unit. The customer base encompasses companies in manufacturing (notably make-to-stock and assemble-to-order), distribution, construction, service, retail, and nonprofit. “Probably 30 percent of our business are the manufacturers and distributors who sell to the Wal-Marts and Targets,” notes Boston.

The reseller’s geographic focus is southern California (Los Angeles, Orange County, and “fast-growing” Riverside/San Bernardino counties). A “typical” customer may have annual revenue ranging from $5 million up to $50 million and even $75 million, according to Boston. User count is normally at least ten, but has been as many as fifty and more “out of the chute.”

The company is gearing up to sell Exact’s e-Synergy, whose seven modules allow users to share HR data, accounts, documents, projects, logistical data, financial information, and workflow. Also, users can communicate online with customer, suppliers, and business partners via portals.

There is already “strong interest” in e-Synergy from customers, many of whom are comfortably at home with Electronic Data Interchange and Macola’s own Web.Order, notes Boston. Still, e-Synergy represents “a paradigm shift,” in his view, “because it kind of wraps around the E[nterprise] R[esource] P[lanning functionality] and goes beyond the ERP. We’ll need to be successful at connecting the dots for our customers,” showing them how this technology can improve product development, say, or better manage credit issues during the Order Entry process.

But Boston is decidedly upbeat: “Our customers and prospects are going to discover what a great tool this is.”

Helping them in the transition, no doubt, will be the company’s on-site training center. “We believe that any reasonable investment to support the transfer of knowledge efficiently and effectively is worthwhile,” says Boston. Also helping to smooth the transition is the company’s Result Oriented Implementation-that’s ROI-methodology.

Boston developed ROI over fifteen years of helping businesses optimize their investments in information systems. “The implementation is structured to provide knowledge in increments so management and other users can quickly absorb and apply their new skill-sets while evaluating operating options,” points out Boston. “The knowledge increments build upon each other until the solution is complete.”

As the training center and ROI methodology and Inventory Fitness Program all suggest, “We’re very much focused on the fundamentals here,” states Boston. “We’re not trying to sell sizzle.”

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