Consulting Services (Needs Analysis) & Training


Blue Link provides detailed consulting services for both existing customers and prospective customers. In performing a needs analysis and review of business processes, the Blue Link team is able to understand complex and unique business processes and requirements. This consulting engagement is performed prior to the initial sale, or when a Blue Link customer wishes to automate a new component of their business, learn about new opportunities and features or find new ways to grow.

For prospective customers, our in-house Business Analysts and Consultants will work with you to help you make the best software selection for your business.  This involves a discussion around:

  • The current processes of your business – inventory, accounting, order entry and processing, invoicing, purchase orders etc.
  • Your unique business requirements and existing feature requirements
  • Potential opportunities for improvement and company growth

We aim to build a lasting relationship and will work as a trusted advisor to help grow your business. Your support concerns will always be addressed by a team of knowledgeable, in-house consultants who understand your business, not by a random call centre rep who you have never spoken to before, and likely never will again.

How Blue Link Helps

The consultation process involves a consultant from Blue Link and an individual or group of people from your company jointly reviewing your business processes. In doing so, the consultant is able to compare business needs with software capabilities and existing procedures and to create a detailed report, which explains both the requirements and how they can be met.

This report is provided to the customer and includes details from the consulting process, so that it may be used as a basis for determining possible solutions and estimated costs, irrespective of whether the proposed solution is to be delivered by Blue Link or another organization. The purpose of this detailed report is for your team to review and share with the appropriate stakeholders.  It helps to ensure that Blue Link has a good understanding of your needs before continuing through the process.

Software Consulting Services

“What really gets me going, is the variety of customers that we have. From pharmaceuticals to fishing equipment – they all do distribution, but depending on what it is that they do, each unique vertical brings a different challenge. That is what helps us think of different and creative methods to move their data over and also to help them use the Blue Link software efficiently and provide efficiencies for their business.”

– Garth Buttress, Consultant

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Kidcentral Supply Children's Product Distributor

“We have been using Blue Link for a number of years now. We have a quite integrated platform, connecting our inventory management, warehouse management, accounting, CRM, website platform, and EDI relationships. Working quite closely with the team at Blue Link has been very enjoyable and progressive. Blue Link has supported our business through new developments and custom coding as we have grown over the years.”

-Daniela Iaboni, Vice President

New Customer Training

Blue Link provides extensive training for new customers, available on-site or done remotely by our in-house team of consultants. During the implementation planning meeting, Blue Link consultants will work with your company to assess the best training method and schedule time accordingly. Blue Link understands that initial training can be overwhelming as employees work to learn a new system and improve processes. That is why Blue Link also provides a variety of training resources to allow for continuous training and as a resource when you hire new people. These resources include a robust, Help Site built into Blue Link ERP, plus access to over 100 training videos and documentation resources.

Employee Training
Consulting Services

Additional Customer Training

In addition to initial training, Blue Link provides customers with exclusive access to dozens of training videos available on our Customer Portal to save your company time and money, and as a supplement to training and support issues. Access to the customer portal is available to all customers, and customers with an active SLA can access the training videos. Please contact us if you need an account created, your password reset or wish to renew your SLA to access the videos. Additional training material can be found on Blue Link’s Help Site which is built right into Blue Link ERP.