2013 Fall - AXUG Magazine

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TA BL E OF fall 2013

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by Nima Bakhtiary, Arbela Technologies illustration Dave , AXUG ÂŽ Premium Swang

In Every Issue 5 From the Director 7 Events 8 Community News 11 Welcome to Our New Members 21 Word Find 27 Find the Logo Contest 34 Name That Photo Contest 37 Academy Corner 43 The List,

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AXUG Magazine

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Features 13 Catching Up with the SIGss to pic Life Sciences Group 14 User Member Showcase

1 | Grant Wilson

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Consulting Director Grant.wilson@at k.com Junction Solutions Don’t forget the data. Most Sderevensky@ju upgrades focus customizations nctionsolutions.c on getting and add-ins as om a ďŹ rst step and As a Partner set of data. While then test with who recently a basic completed an this can provide Microsoft Dynamics extensive upgrade a good starting problems and AX 2012, here to point, most issues are only is a small sample discovered once high-level recommendatio of some of the used. The natural a complete data ns: variability of real set is data is the only test a system. way to properly A proper upgrade 1. Quality Assurance will also ďŹ nd potential issues from a complete – Above anything, performance data set or outliers it is imperative system and regression in customizations. that full testing is completed migrated customized against not just 2 | Paula Weger the code, but also business processes upgraded data VP Risk Management against the and transactions. & ERP Project Manager Be sure to include your scheduled the execution Stupp Bros., Inc. batch jobs, inventory of close, ďŹ nancial 2. Mock Go-Live close, etc. Plweger@stupp. – Peform several com go-live simulations actual go-live. prior to your The development Ensure that you of a dedicated have a comprehensive go-live implementation activities is imperative. checklist of team for the project that are executed These people comprise and accounted ďŹ nancial back-end internal and external for, including the who have IS/IT tie-outs. and software expertise, personnel 3. Upgrade Strategy as well as key operational who will be critical – Review and to a successful Users determine the strategy. This is implementation data upgrade people on this dependent on . Getting the right team, setting proper your data volumes business is willing expectations, and and how long the team members to remain oine ensuring that all have a single deďŹ nition during this process. high transactional of implementation utmost importance. Extremely volumes or tables success is of with signiďŹ cant data should be amounts of Clear, concise, reviewed for truncation and regular communication depending on of time the data view project status, , as well as a single the amount upgrade takes place to planned steps, (hardware and role here). action items, and DB space also helpful to keep plays a meeting minutes alignment on both is 4. Disk Space direction and key project manager – Review the disk decisions. A good who can work space and ensure with multiple capacity on the that you have enough internal business implementation respective servers process owners, teams, to accommodate 5. Performance and Partners is the upgrade. assumed. Testing/Tuning – Please do importance of not discount performance testing the and tuning. This AIF integrations could vary from to batch processing to standard business ows. This increases process depending on the amount of customizations. (Seth has published a Microsoft Dynamics AX whitepaper, available performance for download at www.junctionso axperformancet lutions.com/ esting.) AXUG

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Houston First

Client Strategy Group . . . . 30-31

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Experlogix, Inc. . . . . . . . . . . . . 40 Flintfox International Limited. . 19 MetaViewer from MetaďŹ le . . . .60 Microsoft Convergence 2014 . . 23 Radley Corporation . . . . . . . . . 59 RF-SMART, a division of ICS . .33 Sandler*Kahne Software, Inc.. . 12 Tribridge . . . . . . . . . . . . . . . . . . 42

To Upgrade or Not To Upgrade VAR Partner Member Showcase Client Strategy Group

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On Topic with AXUG Members

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Upgrade Best Practices User Perspective

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ISV Partner Member Showcase Bottomline Technologies

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Upgrade Best Practices Partner Perspective

Solver . . . . . . . . . . . . . . . . . . . . . 4 WatServ . . . . . . . . . . . . . . . . . . 26

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from The Partner Channel

Altec . . . . . . . . . . . . . . . . . . . . .20

Magazine

Partner

pgrading to Microsoft Dynamics AX 2012 continues AX Users. Some to be a hot topic of the among Microsoft return on investment most common questions are: Dynamics Should I upgrade? (ROI) of the upgrade? What is the value risks associated When is with the new and release? Do I upgrade a good time to upgrade? What The ROI depends are the or re-implement? Dynamics AX on how quickly 2012 – the solution companies can leverage the new has more than for a graphical 400 new capabilities capabilities of and rated comparison Microsoft compared to previous expense management, – including process, releases; see below HR, and more. lean manufacturing, improved inter–company, ' &- %+ )< &$' %03

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Microsoft Member Showcase Pepijn Richter and Kevin Kidder

5 Minutes with AXUG’s Volunteer of the Quarter Zvika Rimalt

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Upgrades, Upgrades, Upgrades... Frank Vukovits, Jr.

F ROM T H E

director

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here are some weeks where it seems the Microsoft Dynamics AX community revolves around upgrades. Who’s upgrading, who’s thinking about upgrading, who just got done upgrading, what methodology did they use to upgrade, did they actually re-implement, how long did the upgrade take, what about all the old code modifications…and on and on. All these are questions that I hear in the community, so in retrospect, it’s a wonder the theme of upgrades wasn’t an earlier choice for AXUG® Magazine. Well, based on the large number of AXUG Member companies that have either upgraded to Microsoft Dynamics AX 2012, or are in the process of doing so, now is certainly the time to talk about upgrades. This issue is loaded with great information and upgrade experiences from both AXUG Users and Partners. As many companies go down the path of thinking about upgrading, they work with their Partner on both timing and approach. We have two great articles on upgrade approaches, one from the User perspective and another from the Partner view. Make sure to read these articles and remember there is one sure fact with upgrades: no two are alike, nor is the motivation to upgrade ever the same from company to company. These two articles highlight this fact and also provide valuable insight into how other companies in the Microsoft Dynamics AX community are approaching upgrades both from a planning and execution perspective. Regardless of your motivation to upgrade, one factor that is almost always in the equation is the desire to take advantage of new functionality in the latest version of Microsoft Dynamics AX. Whether you are moving to Microsoft Dynamics AX 2012, Microsoft Dynamics AX 2012 R2, or the latest feature pack to be released for Microsoft Dynamics AX 2012, there is bound to be new functionality that your company finds of value, and once implemented, will allow your Users to more efficiently perform their job functions. Many companies wonder how is the best way to find out about new features and functionalities available with an upgrade, and of course AXUG is always a great place to look. Whether you sit in a Microsoft Dynamics AX 2012 Under the Hood webinar, or sign up for an AXUG Academy course on a variety of different topics, there are many ways to learn more about the solution by participating in AXUG programs. And don’t forget about AXUG Summit this fall in Tampa, as we will have three different tracks dedicated to Microsoft Dynamics AX 2012, which represents more than 40 different breakout sessions. Microsoft Dynamics AX 2012 is also a popular topic on AXUG Collaborate. If you haven’t visited that new AXUG online community, I would encourage you to do so at community.AXUG.com. You can review community posts and threads on a variety of topics and connect with more than 1,000 AXUG Members who are already registered and active in Collaborate since its launch at Convergence last March. As I wrap up, I would be remiss if I didn’t talk about upgrades as they relate to AXUG basic User membership. If your company is currently an AXUG basic User Member, I would ask you to seriously consider upgrading to an AXUG Premium User membership. AXUG User membership is done at the company level based on the number of Microsoft Dynamics AX licenses, so the $400/$700/$1,200 annual investment to upgrade to a Premium membership is one that can be shared by everyone in your company, regardless of how many Microsoft Dynamics AX Users you may have. Premium membership provides you and your company unlimited access to the variety of different programs and benefits AXUG offers. There are too many to list here, but one important benefit Premium Members receive is a discount on any AXUG event where a registration fee is collected. So if you are thinking about attending AXUG Summit as a basic User Member, or maybe you are going to sign up for an upcoming AXUG Academy course, upgrade to Premium User membership today and save your company some money! Click on the “Join AXUG” button at AXUG.com for more information. See you at AXUG Summit in October!

Frank Vukovits, Jr. Director of Programming, AXUG

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events The event calendar on www.AXUG.com and the weekly AXUG® newsletter are your best sources for the latest AXUG event information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting AXUG event.

Special Interest Group (SIG) Sessions

Regional Chapter Meetings

AUGUST 20 – Recent Go LIVE Companies

AUGUST 21 – Carolinas – Charlotte, NC

Workshop Sessions AUGUST 14 – AXUG Summit 2013 Preview OCTOBER 1 – Microsoft Dynamics AX in the Cloud

AUGUST 15 – Southwest – TBD AUGUST 21 – TOLA – Dallas, TX SEPTEMBER 11-12 – Minnesota (two-day event) – Fargo, ND SEPTEMBER 12 – Michigan – Grand Rapids, MI

Roundtable Sessions

SEPTEMBER 19 – Ontario – Mississauga, ON

AUGUST 16 – Ask the Expert Friday: Security

SEPTEMBER 19 – Southwest – TBD

SEPTEMBER 27 – Ask the Expert Friday: Controllers

OCTOBER 10 – Germany – A.T.U, Weiden Opf.

OCTOBER 11 – Ask the Expert Friday: MRP

Academy Courses AUGUST 16 – Advanced Management Reporter AUGUST 16 – Understanding the Microsoft Dynamics AX 2012 Data Model AUGUST 23 – Master Planning in Microsoft Dynamics AX 2009 Class AUGUST 23 – Understanding Smart Code Development and Management in Microsoft Dynamics AX 2012 SEPTEMBER 20 – Introduction to Microsoft Forecaster

Conferences THE PARTNER CONNECTIONS EVENT October 20-22 | Tampa, Florida www.thepartnerconnectionsevent.com AXUG ACADEMY PRE-CONFERENCE TRAINING October 21-22 | Tampa Convention Center | Tampa, Florida www.AXUGsummit.com/pre-conference-training AXUG SUMMIT 2013 October 22-25 | Tampa Convention Center | Tampa, Florida www.AXUGsummit.com

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news Community News 10 Children from Riverwoods Christian Center Receive New Bikes as Part of FONA International Community Event Ten children from Riverwoods Christian Center recently received new bikes. FONA International partnered with the Leaders Institute to assemble and donate the bikes as a teambuilding and community outreach event during its quarterly management meeting. This was the second time FONA has hosted this event. This year it was tied to the meeting theme of gears, symbolizing working together with customers and with the community to achieve great results. The children selected to receive the bikes either had been working hard to get good grades, made the honor roll at their school, or had perfect attendance at Riverwoods programs.

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New GroupM Study Predicts This Year’s Digital Spend Will Exceed $113 Billion Internet advertising hit $99 billion in 2012, representing a 16.2 percent increase over the previous year and accounted for 19.5 percent of all global measured advertising expenditures, according to a new report from GroupM. North America led the world in overall digital advertising investment with an estimated $38.3 billion; Asia-Pacific came in second with $30.6 billion followed by Western Europe with $24.1 billion, according to the study, entitled This Year, Next Year: Interaction 2013. The study is part of GroupM’s media and marketing forecasting series drawn from data supplied by parent company WPP’s worldwide resources in advertising, public relations, market research, and specialist communications. It was released recently by London-based GroupM Futures Director Adam Smith and New York-based Global Chief Digital Officer Rob Norman. The study also predicted that in 2013 digital advertising spending will reach $113.5 billion globally, 14.6 percent more than 2012. The figure represents more than 21 percent of all measured advertising investment. In the 2013 forecast, North America once again ranks first with an estimated $42.8 billion in digital ad spend; Asia-Pacific follows with $36.8 billion, followed by Western Europe with $26.6 billion. In the U.S., digital advertising spending reached $35.4 billion in 2012, a 23 percent share of the overall domestic market and a 10 percent increase over the previous year, according to the study. This year those figures are expected to reach $39.7 billion for a 25.4 percent share and a 12 percent increase over 2011.

UNICEF Canada and Teck Launch Partnership to Save the Lives of 150,000 Children in India UNICEF Canada and Teck Resources Limited (Teck) recently launched a $5 million program under the Zinc Alliance for Child Health (ZACH) that will save more than 150,000 children’s lives in India. The program aims to scale up the use of zinc supplementation and oral rehydration salts (ORS) to treat diarrhea while strengthening health care systems across India. More children under the age of 5 die in India than anywhere else in the world. One of the leading causes of these deaths is diarrhea. Currently, only two percent of Indian children have access to zinc and ORS, a cost-effective and proven life-saving diarrhea treatment. A 10-day course of zinc tablets costs only 30 cents while a sachet of ORS costs 10 cents. The new partnership will save 150,000 children’s lives over the course of the five year program, and 50,000 lives annually going forward, in Uttar Pradesh, Odisha, and Madhya Pradesh alone – three states with the highest burden of childhood diarrhea in India. “This new initiative exemplifies the considerable contributions corporate partnerships can make towards improving the lives of the world’s most vulnerable children. UNICEF’s partnership with Teck in India will provide strategic investments in proven interventions,” says UNICEF Canada’s president and CEO David Morley. “UNICEF first partnered with Teck in Nepal and Peru through the International Zinc Association, and we are pleased to be strengthening this partnership.” The program also aims to educate health workers and communities while strengthening the local supply chain to ensure zinc and ORS are accessible and that achievements made over the next five years are sustainable in the long term. “In India, the number of children dying from diarrhea – an illness that can be treated with zinc and ORS – is particularly dire,” says Doug Horswill, senior vice president at Teck. “As one of the world’s largest producers of zinc, we have the ability and knowledge to help address this critical children’s health issue.”

Greenpoint Technologies Celebrates 25th Anniversary Greenpoint Technologies, a premier VIP completions center for Boeing Business Jets (BBJ), is celebrating 25 years in business this year. Greenpoint’s website features a new video for a closer look at the people and its products. In 1988 Greenpoint began with two individuals, Jon Buccola (current chairman and owner) and John Broback (retired). Within a year the company grew to four employees and continued to grow by adding extensive engineering, certification, and manufacturing capabilities. Today the organization employs 350 people across multiple companies and has delivered 21 BBJ and Head-of-State completions and more than 250 modification contracts. Greenpoint Technologies is a premier BBJ Completion Center, creating superior aircraft products and VIP completions exclusively for Boeing aircraft. Greenpoint provides turnkey VIP completions with an exemplary 99 percent on-time delivery rate during its 25 years of private ownership. The Greenpoint company umbrella encompasses all disciplines in-house, from engineering and design manufacturing and installation of VIP interiors, to enabling manufacture of heavy structure, VIP cabinetry, and custom-machined parts. The company embodies a continuous improvement culture reflected in its positive customer surveys and extremely low attrition rate. Strategic goals focus on the customer experience by incorporating quality, commitment, and craftsmanship into every program. To learn more about Greenpoint Technologies, visit www.greenpnt.com.

Regional Chapter News Regional Chapter Breakout at AXUG® Summit – October 24, 5:00-6:00pm Don’t miss the chance to meet other Microsoft Dynamics AX Users in your local area at the annual Regional Chapter breakout session at AXUG Summit. This one-hour session will allow Regional Chapters and Global Branches to discuss topics for future meetings as well as meet new or rekindle past discussions with fellow Microsoft Dynamics AX Users in your area. Partner sponsors of meetings will share their thoughts about AXUG Regional Chapter programs, and we have a few surprises planned as well (hence the title). If there isn’t yet a chapter in your area, this session is a great opportunity to meet others and start the process of forming a Regional Chapter.

Calling all Users! Do you have news you’d like to share in the next issue of AXUG® Magazine? Simply email it to News@ AXUG.com and we’d be happy to share it here!

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news AXUG Regional Chapter Lunch – October 24 This invite-only lunch for AXUG Regional Chapter leaders will provide a chance to network and share best practices around Regional Chapter programs. Leaders will share topics and approaches that have been successful in their meetings, and attendees will also have the opportunity to meet Microsoft executives. This annual lunch at AXUG Summit is our way of thanking leaders for their time and commitment to AXUG and their Regional Chapters and Global Branches. If you are not a current AXUG Regional Chapter or Global Branch leader but are interested in becoming one so you can participate in activities such as this, please contact Mary.berens@ AXUG.com.

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Indiana Soaks up Information at New Sunshine LLC During March Meeting The Indiana Regional Chapter met at the headquarters of New Sunshine LLC on the northwest side of Indianapolis on March 14. This well-attended meeting was sponsored by AXUG Premium Partner Junction Solutions and included a great presentation from Junction on MRP tips and tricks, a lively discussion around Microsoft Dynamics AX project implementation approaches, and the sharing of how best to set up your project team and get the all-important executive commitment to the project. Along with great discussion on these topics, the group also spent time over lunch networking with fellow Users in similar roles or industries. Several companies new to AXUG attended the meeting, which is always great to see. The group is looking forward to their next meeting this summer and thanks New Sunshine for hosting the March meeting.

TOLA Elects New Leaders at May Meeting The TOLA Regional Chapter met on May 15 at Microsoft’s Irving, Texas, office. The agenda was full and the discussions were fruitful with a mix of Chapter business, presentations, and a Q&A session. After introductions, the first order of business was to elect new Chapter leaders. Congratulations to the new chairperson, Donovan Chepien of Pacific Northern, and vice-chairperson, Annette Price of Arrow S3. Next, Patrick Ryan, Jeff Schneider, and John Danielson of Marshalltown impressed attendees with the customizations they implemented to manage their manufacturing process and integration with mobile devices. Fastpath sponsored lunch, and then Dennis Christiansen and Andy Snook of Fastpath shared a presentation on their security, audit, and compliance solution. The group then launched into a Q&A session hosted by two senior consultants from Hitachi Solutions. Finally, the group brainstormed topics for their next meeting, scheduled for August 14. Members located in the TOLA area are encouraged to join the group and can contact Donovan at Chepiend@ pacificnorthern.com or Annette at Aprice@arrow.com with content ideas or new meeting location ideas. AXUG

members

W ELCOM E TO OUR NEW

This issue we’re featuring Fluidigm, sharing a little about who they are and what they do.

Fluidigm (NASDAQ:FLDM) develops, manufactures, and markets microfluidic systems for the life sciences and applied markets. Fluidigm’s systems consist of instruments, software, integrated fluidic circuits, highperformance assays for gene expression and genotyping, and primers for sample preparation for next generation sequencing. “Fluidigm’s involvement in AXUG® has allowed us to interact with other growth companies who share our commitment to expand and transform our business through the use of Microsoft Dynamics AX,” says Chris Gawronski, senior manager, enterprise systems and service engineering for Fluidigm. “We accomplish this through participating in our Northern California Regional Chapter meetings and online webinars, and we are beginning to use AXUG Collaborate to create more regular touchpoints between events.“ We’re glad to have Chris and the Fluidigm team as part of AXUG! Welcome to the new Members who have invested in AXUG Premium membership and Partner membership this year! At press time, the group’s grand total of Member organizations is 2,374. Each new Member adds value not only to their own organization, but also to the entire AXUG community as they share their knowledge and experiences. Please note that these organizations have given AXUG permission to share their name publicly.

Premium Members Added Last Quarter Aldridge Conners LLP Allen and Allen Annie’s, Inc. Aptalis Pharmatech Inc Avanti Software Inc Briggs Equipment Dentsu Aegis Network Dynamic Fuels, LLC Faculty of Economics and Business, University of Maribor Florida State University FONA International Inc Georgia Nut Company Georgia Regents University GroupM Halogen Software Inc.

Ideal Work Keller Foundations, LLC Kellwood Company Lebanese American University MaxPax LLC National Institute of Construction Management and Research (NICMAR) National University of ‘Kyiv-Mohyla Academy’ New Belgium Brewing Co. Inc Nordic Wood Structures / Chantiers Chibougamau Ltd Ocean Beauty Seafoods LLC Penske Racing

Prime Resources Corporation Procor Limited Razuk & Caracho Ltda Saint Leo University SSM Industries, Inc Standard Meat Company Sumy State University The Bergquist Company Truckee Meadows Water Authority Tulsa Community College UNIGROUP, INC. Universitaet Stuttgart Victor Allen’s Coffee LLC Vilnius Gediminas Technical University

Premium Partner Member Added Last Quarter Readsoft AB Again, thank you for your contributions, and welcome to AXUG! If you, too, want to explore the benefits of AXUG Premium membership and take advantage of membership opportunities, simply visit www.AXUG.com > Join AXUG. Our Premium Members are the lifeblood of our organization and enable us to continue to provide valuable networking, educational events, and solutionspecific programming.

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Introducing the

LIFE SCIENCES GROUP

A

new AXUG® Special Interest Group (SIG) is born: the Life Sciences group. The objective of the Life Sciences SIG is to advance the knowledge and success of its Members, which have in common the use of Microsoft Dynamics AX in a life sciences environment (pharmaceuticals, medical devices, biotechnology, biomedical, CRO/CMO, nutraceuticals, and more). The Life Sciences SIG met first at Convergence, gathering all the known life sciences-focused companies in attendance at the event. “That was the nucleus of us getting started,” says Michael Gesser, chairman of the group and vice president, finance and treasurer for Osmotica Pharmaceutical. “We’re in a highly regulated industry where the federal law dictates how we do business,” says Michael. “Meeting with people who use Microsoft Dynamics AX and are in the life sciences industry means there is a lot of information to push and pull from each other.” Another avenue for this group is looking at how ISV solutions are leveraged, and in some cases created, for the life sciences industry.

“We’re required under federal law to have electronic signatures in our quality assurance steps,” says Michael. “That means we need to work with ISVs and Partners to make sure that solutions both do what we need them to do and meet the regulations passed down from the FDA.” “These are a few of the things that can get the momentum flowing through a cohesive, true SIG,” says Michael. “It’s an entrée for those who want to get into this market with ISV solutions and a venue for people to get the information they need.” The Life Sciences SIG plans to establish more online meetings as well as get together during this fall’s AXUG Summit. By attending group meetings, Members can receive technical education, share best practices, network with peers, and learn about industry vendors. If you’re a life sciences-focused company looking to maximize the return on your investment in Microsoft Dynamics AX, this is the group devoted to your success! Learn more about the AXUG Life Sciences SIG and view the event calendar at www.AXUG.com or contact Programming@AXUG.com. AXUG

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Houston First Corporation

Planning Big in Houston

I

COMPANY Houston First Corporation HEADQUARTERS Houston, Texas INTERVIEWEE Brenda Bazan EMAIL Brenda.bazan@houstonfirst.com WEBSITE www.houstonfirst.com ESTABLISHED 2011 NUMBER OF EMPLOYEES 120 MICROSOFT DYNAMICS® AX USER SINCE July 1, 2012 NUMBER OF USERS 30 AXUG® MEMBER SINCE May 2013

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t might just be its Texas heritage, but Houston does things in a big way. It occupies 627 square miles; in terms of population, Chicago be warned: Houston is number four and growing. There’s a 12acre park in the middle of downtown, performing arts venues galore, and professional baseball, soccer, football, and basketball. It’s easy to get to by plane, train, and automobile, and, with NASA headquarters in town, it serves as a gateway of sorts to the heavens. There are more than 5,000 restaurants, many thousands of hotel rooms, and a recent designation as “coolest city in America” courtesy of Forbes. Not surprisingly, the Super Bowl will be played in Houston in 2017. To help keep things moving in the right direction, Houston First Corporation was formed as a local government corporation when a smaller agency and a city department were consolidated in 2011. The mission of the organization is to serve as an economic generator. It operates the convention center, seven performing arts venues, parking structures, outdoor plazas, and green space for the city. It also owns the 1,200-room hotel that’s connected to the convention center. As chief financial officer, Brenda Bazan’s duties include overseeing the treasury, debt management, HR, and procurement. But her mission is to build the framework for the relatively young organization. “When we were formed, we had to establish all the systems and workflows,” she says. “We had to find systems for accounting and procurement, which were previously provided by the city.” And the new organization had to do so quickly. Houston First is funded largely by the hotel occupancy tax, which is used by three different organizations. The merger placed the decisions on how to use those funds under the direction of one board. Finally, there were the constraints of the fiscal year. “We had two months to implement,” Brenda says matterof-factly.

A Quest for Integration Brenda had a simple goal when she set out to find an ERP solution: “We wanted a system that was integrated and could function for all our needs,” she says. “At the city we had different systems for different purposes, so we wanted something integrated that would help us give our internal clients the data they need to run their facilities.” Affordability and ease were factors as well. “We’re a lean company,” she says. “We didn’t have the resources to hire additional staff. We had to do the implementation on top of our daily jobs. And it had to cover encumbrance accounting.”

Microsoft Dynamics AX 2012 Public Sector Not one to fear forging new territory, Brenda and her team selected a solution that, while relatively recent, was backed by one of the most recognized technology brands in the world. “We were one of the earliest purchasers of this system, so we expected some challenges,” she says. “And we’re moving toward realizing the full scope of benefits we were seeking.” So far, Brenda says that integration is everything she’d hoped for. “The solution has reduced the risk of error with a hard stop that keeps us from overspending on budget,” she says. “We’re also not doing duplicate entries because our event software and our accounting software integrate. That not only reduces errors, but it also saves time as well.” True to the state where they live and work, Brenda and her team have big plans for how they’re going to use Microsoft Dynamics AX in the future. What she’s looking forward to most is implementing the budget planning module, which she expects will happen in the R2 upgrade. “When we viewed the demo, it was fantastic,” she says. A year ago Houston First implemented general ledger, procurement, accounts payable, budgeting, and cash and bank management.

showcase USER MEMBER

At the moment, Brenda and her team are in the process of implementing several features within various Microsoft Dynamics AX modules, including purchase agreements, the National Automated Clearing House Association (which will enable wireless payments to vendors), bank-to-bank functionality, and the vendor portal.

Moving the Solution Forward Brenda and her team are taking a two-pronged approach to participating in the solution’s evolution. First, they participate in the User group. “This is the third time I’ve implemented a new system, and to me networking is critical,� she says. “Part of what attracted us to Microsoft Dynamics is that it can grow with us. But the only way we can get the most out of the modules and at the same time share our experience with Microsoft is to go to the groups and meet others who are using the same systems and are also having challenges.�

Members of Brenda’s team attended a User group meeting hosted by the TOLA Chapter, which includes Users from Texas, Oklahoma, Louisiana, and Arkansas. “The chapter meeting we attended in May was in Houston, and it was good,â€? she says. “It was introductory, but we got a chance to introduce our organization and share some of the challenges we were having with reports.â€? The second prong is to establish clear lines of communication with Microsoft, both through the User group and by attending Convergence, the annual Microsoft Dynamics Customer conference. “We participated in the roundtable meeting at Convergence,â€? Brenda says. “Since we’re one of the ďŹ rst adopters of the public sector version of the solution, we plan to be out on the front end of its evolution. We had the developer with us at the table, and we had a very detailed conversation about the solution and the challenges we’ve had. My entire team and I very much look forward to partnering with Microsoft on future releases of the public sector version of the solution.â€? AXUG

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Fall 2013

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AXUG Magazine

OR

by Nima Bakhtiary, Arbela Technologies, AXUG® Premium Partner illustration Dave Swang

U

pgrading to Microsoft Dynamics AX 2012 continues to be a hot topic among Microsoft Dynamics AX Users. Some of the most common questions are: Should I upgrade? What is the value and return on investment (ROI) of the upgrade? When is a good time to upgrade? What are the risks associated with the new release? Do I upgrade or re-implement? The ROI depends on how quickly companies can leverage the new capabilities of Microsoft Dynamics AX 2012 – the solution has more than 400 new capabilities compared to previous releases; see below for a graphical and rated comparison – including process, lean manufacturing, improved inter–company, expense management, HR, and more.

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However, many times upgrade projects do not achieve the original goals and objectives of the upgrade. This is often caused by the lack of executive management support as well as the lack of an experienced project manager who can navigate the stages of the project (setting the objectives, strategies, and effectively using necessary resources). A good checklist for starting an upgrade project includes: » Engage with your Partner and plan ahead; make sure your Partner has the experience and sufficient resources for the upgrade » Kick off an assessment phase and come to a go/no go decision » Clearly define your project goals » Establish your ROI and total cost of ownership estimates » Analyze the new Microsoft Dynamics AX 2012 licensing model to understand the types of Users you need and will have after upgrading » Make sure you get a 12-month upgrade grace period from Microsoft (in writing) » Go through the project planning checklist One of the deliverables from the assessment stage is the project goals and strategies. The goals/benefit of the upgrade would be based on process reengineering opportunities and effectively using the new capabilities. Your Partner can play the advisor role by facilitating workshops using the standard Microsoft Dynamics AX 2012 processes. Typical goals from the assessment process would be: » Improve operation efficiency » Re-engineer processes to leverage new functionality and design » Use new functionality to satisfy pain points » Use new functionality to eliminate previously needed modifications and customizations » “Get real-time” – get more processes on the system such as sales, service, etc. » Minimize the cost of the upgrade » Phase the approach – define your roll-out phases with their specific business values Identifying the correct strategies can also play a big role in your project success. We find that our clients’ experience in the first round of the ERP implementation can play a big role in setting strategies such as: » Partner to play the advisor role throughout the process by holding workshops and technical support » Client super Users to do the bulk of the setup, documenting, and testing work to reduce the cost and make sure the team owns the system » Leverage Microsoft Dynamics Sure Step » Document processes to reduce business risks (SOX, audits, etc.) » Train the super Users and the IT team as the first line of support One key area of the assessment stage is identifying the upgrade type. Microsoft Dynamics AX 2012 comes with a

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standard data and code upgrade process that might not be a good solution for you due to excessive customization and/ or data quality. If your data needs extensive cleansing and your customizations are no longer needed, you may want to consider a hybrid upgrade or a total re-implementation approach. The graphic below shows upgrade types and their level of effort.

Upgrade Types

Level of Effort

The total cost of ownership of customization is significant. Therefore, upgrade with future upgrades in mind as Microsoft Dynamics AX 2012 is on a fast, new feature introduction path. After exhaustive process reengineering to avoid customization, work with your Partner to try and find a pointed and non-invasive ISV solution if possible. Then, if you must optimize, work with your Partner and design the customization so it won’t be invasive and can easily be upgraded when needed. One key success factor is a well-planned roll-out approach and scope of the project. One very successful roll-out approach is to replace the existing capabilities using the standard Microsoft Dynamics AX 2012 functionality and introduce the “easy to deploy” capabilities of the solution. This new functionality is typically focused on better collaboration (“realtime” enterprise) such as utilizing workflow, purchase requisition, case management in customer service, KPI and exception management, better security to meet the auditing requirements, and so on. Upgrades and re-implementations can be draining, especially when your super Users are involved. It is important to keep the project going by consistent communication, executive reviews, and scope management. Successful upgrade benefits are sometimes realized in the long term; however, good project planning can give shortterm benefits where a business could get a needed boost, especially in these economic conditions. AXUG Nima Bakhtiary is managing partner at Arbela Technologies, an AXUG Premium Partner. He can be reached at 310-9907959 or Nima@arbelatech.com.

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Advice

Find. Your prize is in the mail, Julie! Below are 25 words that relate to the topics and theme

AXUG

in this issue of AXUG® Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win

Bottomline Technologies

a gift certificate; simply scan and email your entry to Wordfind@AXUG.com.

Client Strategy Group

B O T T O M L

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Zvika Rimalt

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Client Strategy Group

Joel Pietrantozzi, executive vice president of Client Strategy Group and AX Partner Connections Advisory Board member

N

ow in its 10th year of business, Client Strategy Group (CSG) is a Microsoft Gold Certified Partner in ERP and Microsoft Silver Certified Partner in Application Integration, Business Intelligence, Data Platform, and Mobility. CSG is fully dedicated to providing professional services for Microsoft Dynamics AX Users, focusing on Microsoft Dynamics AX system performance, business intelligence, and Microsoft Dynamics AX upgrades and data management.

community, we also received many requests to assist Customers with supporting and enhancing their Microsoft Dynamics AX solution. In 2008, we decided to become a Microsoft Certified Gold Partner and emphasized our focus on providing Microsoft Dynamics AX services. AXUG: Given your past ERP experiences, what do you like most about working with Microsoft Dynamics AX? JP: First off, it’s a great product. Microsoft Dynamics AX 2012 is a true tier-1 ERP solution that can go head-to-head with other tier-1 solutions. And as opposed to say, SAP and Oracle, which are built on proprietary technologies, with every new release, Microsoft incorporates more Microsoft technologies into Microsoft Dynamics AX. Microsoft’s adoption of base technology into the Microsoft Dynamics AX solution will be a strong incentive for organizations to license Microsoft Dynamics AX. Our past experiences gave us an enterprise-wide view of what ERP systems are trying to do, which helps us understand base functionality as well as what we need to do if there is a gap to close.

AXUG: How did your organization get started with Microsoft Dynamics AX? Joel Pietrantozzi (JP): CSG started out as a technology consulting firm that focused on assisting organizations with selecting ERP solutions. We would gather a company’s business requirements, identify which ERPs looked like a fit, develop an RFP, and work with the client from the demo phase to their ERP AXUG: Let’s talk a little about the work you do with upgrades. selection. How does your organization approach a Microsoft Dynamics Microsoft Dynamics AX AX upgrade? started to pique our interest JP: Before we begin an upgrade, we as it was winning a high start with an initial project we call number of the selection a Microsoft Dynamics AX 2012 projects we worked on. We Upgrade Analysis. This is a much did our first implementation smaller project where we go in and when our client’s Microsoft look at everything in the User’s Dynamics Partner could not current Microsoft Dynamics AX CLIENT STRATEGY GROUP complete the implementation. environment, including systems, Since we knew the business infrastructure, modifications, the requirements, we took them number of reports they’re utilizing, and third-party applications through the rest of the implementation. and other integrations. Next we examine the Microsoft Dynamics AX database and come up with a data migration plan. Finally AXUG: Nothing like baptism by fire! we do a training assessment, figuring out what the organization JP: Right, but with baptism comes renewal. In addition to needs to do from a User and IT/technical training standpoint supporting this Microsoft Dynamics AX client, CSG developed so that they can support the Microsoft Dynamics AX 2012 and started to market business intelligence and mobility solutions environment. The result of the Upgrade Analysis is a deliverable that integrated with Microsoft Dynamics AX. CSG won the 2009 that identifies the scope of the upgrade project which allows CSG Microsoft Partner of the Year for Mobility Solutions in Business and the client to determine how our combined resources will Applications for a Point-of-Sale - Inventory Management complete the upgrade project. solution we developed which ran on a Windows Mobile device CSG’s upgrade approach is “hybrid” in that it is based on and was fully integrated with Microsoft Dynamics AX. educating our clients on how they can utilize the solution As we marketed these solutions to the Microsoft Dynamics AX at its base level to meet their needs and then identify which

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showcase VAR PARTNER MEMBER

modifications need to be migrated from their current installation of Microsoft Dynamics AX. We take our Customers through a process of understanding how basic functionality of Microsoft Dynamics AX 2012 aligns with their critical business processes, and then modify the solution where necessary. This approach meets the goals of many organizations that are considering an upgrade and may want to remove any unnecessary modifications to their current installation. AXUG: What do your Customers enjoy about this process? JP: They gain an understanding of what the scope of the upgrade will be so that they can communicate that information throughout their organization. It’s all about managing expectations, which is 80 percent of the battle on any high-visibility projects. AXUG: What do you like most about the Microsoft Dynamics AX community?

JP: A strong User Group community is very valuable to an ERP solution. When we did ERP evaluation and selection projects, we investigated the strength of the User Group community for each solution. We found that ERP solutions that did not have a strong User Group community also did not have as strong of a market share and may not be viable for a long-term investment. The Microsoft Dynamics AX and AXUG communities are very strong and get stronger each year. My advice for new Members is to get involved as soon as they are able. CSG teaches several AXUG Academy classes, so I encourage you to take a look at the AXUG Academy class schedules, find topics and subject matter areas that are meaningful to your organization, and then invest some time in those classes. AXUG is a great resource for Microsoft Dynamics AX knowledge. If you’re a Member, I encourage you to use the privilege of your membership. AXUG

Convergence 2014 Will You Be There?

Fact: 98% of customers who attend Convergence choose to attend again. If you’re a Convergence veteran, you know it pays to plan ahead to make the most of your conference experience. And if you’re new to the Convergence experience, start planning now and get in on all the latest updates and savings!

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Save the Date! Convergence Atlanta March 4-7, 2014

For more information go to: www.microsoft.com/dynamics/convergence or email mbs-evnt@microsoft.com with questions.

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1

2

3

topic on

...with AXUG Members We asked three AXUGŽ Members for their best upgrade advice. Here’s what they had to share.

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topic on

1 | Grant Wilson

3 | Seth Derevensky

ERP Manager

Consulting Director

ATK

Junction Solutions

Grant.wilson@atk.com

Sderevensky@junctionsolutions.com

Don’t forget the data. Most upgrades focus on getting

As a Partner who recently completed an extensive upgrade to

customizations and add-ins as a first step and then test with a basic

Microsoft Dynamics AX 2012, here is a small sample of some of the

set of data. While this can provide a good starting point, most

high-level recommendations:

problems and issues are only discovered once a complete data set is used. The natural variability of real data is the only way to properly

1. Quality Assurance – Above anything, it is imperative that full

test a system. A proper upgrade will also find potential performance

system and regression testing is completed against not just the

issues from a complete data set or outliers in customizations.

migrated customized code, but also business processes against the upgraded data and transactions. Be sure to include the execution of

2 | Paula Weger VP Risk Management & ERP Project Manager Stupp Bros., Inc. Plweger@stupp.com The development of a dedicated implementation team for the project is imperative. These people comprise internal and external personnel who have IS/IT and software expertise, as well as key operational Users who will be critical to a successful implementation. Getting the right people on this team, setting proper expectations, and ensuring that all team members have a single definition of implementation success is of utmost importance. Clear, concise, and regular communication, as well as a single place to view project status, planned steps, action items, and meeting minutes is helpful to keep alignment on both direction and key decisions. A good project manager who can work with multiple implementation teams, internal business process owners, and Partners is assumed.

your scheduled batch jobs, inventory close, financial close, etc. 2. Mock Go-Live – Peform several go-live simulations prior to your actual go-live. Ensure that you have a comprehensive checklist of go-live activities that are executed and accounted for, including the financial back-end tie-outs. 3. Upgrade Strategy – Review and determine the data upgrade strategy. This is dependent on your data volumes and how long the business is willing to remain offline during this process. Extremely high transactional volumes or tables with significant amounts of data should be reviewed for truncation depending on the amount of time the data upgrade takes (hardware and DB space also plays a role here). 4. Disk Space – Review the disk space and ensure that you have enough capacity on the respective servers to accommodate the upgrade. 5. Performance Testing/Tuning – Please do not discount the importance of performance testing and tuning. This could vary from AIF integrations to batch processing to standard business process flows. This increases depending on the amount of customizations. (Seth has published a Microsoft Dynamics AX performance whitepaper, available for download at www.junctionsolutions.com/ AXUG

axperformancetesting.)

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e h t d fin C

O

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E

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Congratulations to our Spring 2013 contest winner, Jessica

Roybal from om

mcaConnect. Jessica found the logo on page 19 of the Spring 2013 issue of AXUG® Magazine. Let’s play again. Hidden somewhere between the

contest

covers of this magazine

NAME THAT PHOTO

Tad Dockstader, from Kurt J. Lesker Company and a presenter at The AXUG® Event in Rome this past January, visiting with Christian Rytt and Michael Neipper, members of the Microsoft Dynamics AX R&D team.

is our AXUG logo.

Can you find it?

Congratulations!

While our logo shows up throughout the magazine in conventional spots, it’s

Congrats to BRANDON SPENCER from ICM APPS TEAM for winning last quarter’s contest with his submission of “You say they are giving away an XBOX in that one?” Brandon – your prize is in the mail!

Spring 2013

RESULTS

What might these gentlemen be discussing? Simply email your submission to Captioncontest@AXUG.com. The winning submission will be printed in the magazine’s next issue.

19

hidden in only one place. When you’ve found it, send an email to

Logocontest@AXUG.com with an explanation of where and on what page it’s at. We’ll choose a winner at random and will highlight

him/her

in the next issue of the magazine.

! k c u l d o o g

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XUG® sat down with members of the Microsoft Dynamics AX team, Pepijn Richter, director, product marketing, and Kevin Kidder, principal escalation engineer, to talk about upgrade tools and their advice for Users who are contemplating an upgrade.

AXUG: Let’s talk about the tools available to help a User upgrade to Microsoft Dynamics AX 2012. Kevin Kidder (KK): The tools available for upgrading to Microsoft Dynamics AX 2012 are pre-packaged upgrade scripts. We also have frameworks available for writing your own scripts, and MSDN features whitepapers on topics such as how to write upgrade scripts, areas in the product that have changed, and scripts that help migrate data into the correct format.

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AXUG Magazine

KEVIN

A lot of the documentation and whitepapers take on a “look at what we did, copy, and make changes based on your org” mentality. In addition to those scripts and frameworks, we have tools such as Security Advisor, which helps a User understand the role changes between Microsoft Dynamics AX 2009 and those defined in Microsoft Dynamics AX 2012. We also have a tool called Upgrade Analysis within our new Lifecycle Services Customer portal (https:// lcs.dynamics.com) and a Code Advisor tool available on Information Source as a beta code pattern analysis/replacement tool. AXUG: What’s the key to a successful upgrade? KK: We typically recommend that Users work with Partners, as Partners are likely to have done similar upgrades before. There are some Users who have done it themselves and been fine; others have struggled. Pepijn Richter (PR): Correct. The experience a User has if their Partner has done upgrades to Microsoft Dynamics AX 2012 a couple of times is a better experience, since that Partner builds on their experience each time they do an upgrade. KK: You also need to make sure the ISV products you use are upgraded before you start the process. Overall, it’s much more a process of planning than the actual execution. AXUG: Let’s talk about that process. What are the first steps in planning for an upgrade? KK: It’s important to try to understand what you have in your system currently and what you want to bring forward, such as ISV products and your data. Regarding data, you should ask yourself if there is information you want to archive to reduce the cycle for the upgrade. For example, you could bring five to seven years of data ahead instead of 10 years of information. I recommend Users use the Intelligent Data Management Framework (IDMF) tool for data management. After reviewing ISV products and your data, look at the customizations in place. Take an overall inventory of customizations, then find a Partner who has used Microsoft Dynamics AX 2012 to see if they are needed anymore. We’ve found that people can get rid of almost half of their customizations when they move from a previous version to Microsoft Dynamics AX 2012. Once you understand if you can get rid of some of the customizations, you’ll know how much work there will be with the upgrade itself; you can then plan it out from a timeline perspective.

showcase MICROSOFT MEMBER

You can do some code and data upgrades at the same time, but you have to have your data structures defined before you can go very far along the upgrade process. AXUG: Are you to the point with Microsoft Dynamics AX 2012 where there is an average amount of time that an upgrade takes? Given “normal” circumstances, of course. KK: I would say six to nine months or maybe slightly longer. This is not like upgrading to Microsoft Dynamics AX 2009. It’s a very different process and definitely requires more planning than in the past. AXUG: Besides infrastructure, what should a User consider when they’re looking at an upgrade? PR: There needs to be a business case for the upgrade. If you do an upgrade, there should always be a business-related motivation. Being on a new ERP technology foundation primarily delivers IT operational efficiency benefits, as well as minimizes risk from less customizations and a more scalable environment. The new platform also helps Users expand their business process footprint across the organization through modules such as case management, eProcurement, budgetary control, and industryspecific capabilities. KK: That’s an excellent point. You have to have a reason to go, and that has to be weighed against the cost to get there. From a planning perspective, with all the changes in the processes, you should also consider if you want to upgrade or just re-implement the software. Even though we have a standard set of tools, in some cases it makes sense to re-implement as a brand new Microsoft Dynamics AX 2012 install and then bring in data, keeping the old installs for historical reference. PR: Organizations that purchased Microsoft Dynamics AX 4.0 in 2006 or 2007 have been on that version for quite some time. Their organization has likely developed over the years and the scope of Microsoft Dynamics AX within the organization has likely increased.

This leads to much more ambitious need to support the business and Microsoft Dynamics AX 2012 can satisfy that need. KK: And similar to that growth to date, they should look at future growth. AXUG: What does the release calendar look like right now? PR: A new release is planned for quarter four of this calendar year (2013). We released Microsoft Dynamics AX in August 2011; in February 2012 we released the first feature pack, and then in December 2012 we released Microsoft Dynamics AX 2012 R2. This calendar illustrates the amount of innovation put into Microsoft Dynamics AX 2012. We’ve put in so many capabilities over the last two years that Users should get a lot of value out of the product. AXUG: What will be included in the next feature pack? PR: Quite a bit: warehouse management, demand planning, mobile POS, e-procurement, budget planning, and Windows 8 applications. AXUG: Does Microsoft gather anecdotal feedback from Users after they’ve completed an upgrade? KK: We know that the amount of planning a User does absolutely pays off in how the project is executed. Getting your employees trained before going live is another important element. Having them as part of testing cycles to see if the data is coming up correctly is important because they’re the ones who know what it looked like before. Planning and then having a trained employee base that understands why you’re going to the new version is also pretty key. AXUG: Any parting words of advice for our readers? KK: The biggest thing is to plan correctly, review all existing customizations, and understand the available tools to migrate your data forward. Then make an informed decision of whether to do a full upgrade, re-implement some parts, or use a data import solution to re-implement completely based on the needs of the User’s business. Those are things we really push when we talk about upgrades. AXUG

Would you like to hear more from the Microsoft Dynamics AX team on the topic of upgrades? Log on to Virtual Convergence (www.microsoft. com/dynamics/convergence > My Convergence > Virtual Convergence) and check out their Deep Dive session (DDAX03) titled “Upgrading to Microsoft Dynamics AX 2012”, where the team discusses the upgrade process as well as how Microsoft Dynamics AX 2012 R2 differs from the first release.

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A

h, upgrades. The necessary evil of growing your business, gaining functionality, and staying current with technology that helps you work more efficiently. AXUG® sat down with four Users to talk about their upgrade paths, processes that have helped them in their organizations, and advice for fellow Users contemplating their next upgrade. Don Morrison works as an information technology manager for Hexcel Corporation, a composite materials provider to aerospace, defense, and industrial industries with 5,000 employees and locations around the world. Hexcel went live on Microsoft Dynamics AX 4.0 in 2009 for customer-facing quotes and sales order processing. The organization then started working on a manufacturing, purchasing, finance, and logistics deployment on Microsoft Dynamics AX 2012 that went live in February 2013. Tom Turney, IT manager, and Marjorie Nehring Schmeerbauch, project manager/functional lead, work for Beltservice Corporation, a manufacturer and fabricator of conveyor belts with 10 locations across the United States, Canada, and Mexico. Beltservice Corporation went live on Microsoft Dynamics AX 3.0 in August 2005 and has been upgrading to Microsoft Dynamics AX 2012 over the past year with a go-live date anticipated for November 2013. Eric Kuhn is a business solution manager at Olympic Steel, a Cleveland, Ohio-headquartered steel service center that has been in business since 1954 and operates in 34 facilities, covering more than 3.6 million square feet in the United States and Mexico. Olympic Steel purchased Microsoft Dynamics AX in 2009, but there was a delay in the project when the location of the first implementation was changed due to business reasons.

UPGRADE BEST PRACTICES

USER PERSPECTIVE

The Path to the Upgrade Hexcel’s upgrade took a pretty straight path. After they went live in 2009, they immediately started working on a manufacturing, purchasing, finance, and logistics deployment on Microsoft Dynamics AX 2012 for their Colorado site. The organization now has 15 sites on Microsoft Dynamics AX, with all but one still on Microsoft Dynamics AX 4.0. Their plan is that the next site, Salt Lake City, will go live on Microsoft Dynamics AX 2012 R2. Beltservice’s upgrade path was a little more of a round-about. “Version 3.0 was modified heavily to meet our custom business requirements, so our upgrade path was stymied by our ability to upgrade the data,” says Marjorie. “By the time we got to a point where we were comfortable with upgrading to Microsoft Dynamics AX 2009, Microsoft announced Microsoft Dynamics AX 2012, so we decided to go that route instead.” After the initial implementation site was changed, Olympic Steel considered moving directly to Microsoft Dynamics AX 2012 instead of Microsoft Dynamics AX 2009. “Microsoft had purchased Process Industries from Fullscope, and this functionality and integration was key to all of our future plans, so the fact that Microsoft was integrating it into the standard package made it a consideration we needed to look at,” says Eric. “Unfortunately the release date for Microsoft Dynamics AX 2012 was pushed back, thus taking the feasibility out of waiting for the new release. We continued on the Microsoft Dynamics AX 2009 path and went live on that platform with some select modifications for the new location.”

Challenges Along the Way

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Each project has its challenges, and an upgrade is no different.

AXUG Magazine

Marjorie shares that upgrading to Microsoft Dynamics AX 2012 R2 required a blank slate, which was a challenge based on their organization size. “It was a bit challenge as we don’t have 20 IT staff who can work on this full time,” she says. “Our team is pretty small, and it’s always been a challenge on a project of this scope. To do this sort of thing, you really need to have a lot of horsepower behind it.” Don’s main challenges with the upgrade came down to people, processes, and keeping both on the same page. “We were caught off-guard by a couple of things at the go-live time. We had been talking about warehouse locations and heard that we didn’t have any materials in a particular warehouse, so it shouldn’t be an issue for warehouse scheduling,” says Don. “The day before golive, we found out that there was inventory in the wrong spot and that people had started putting stuff in that warehouse two weeks ago. Knowing business processes – and ensuring they’re the same right up until go-live – is tricky business.”

To Upgrade or Re-Implement, That is the Question Don’s organization has experienced both “standard” upgrades and the re-implementation of a newer product. When asked to choose which was easier to manage, it was a draw since the scope of the projects was so different as Hexcel chose to upgrade those sites that were running a full “soup to nuts” implementation of Microsoft Dynamics AX 4.0 and re-implement the sites that were using only parts of Microsoft Dynamics AX. Tom advises that if you’re jumping multiple versions, that you seriously consider a re-implementation instead of an upgrade. “Trying to move all the data and looking at how much has changed with the product itself, it didn’t work out very well for us to upgrade,” he says. “A re-implementation also gives you an opportunity to re-evaluate the decisions and modifications you made in the earlier version.”

Perfecting the Process A smooth go-live date isn’t just the stuff of dreams. Having a process in plan – and following it – will help you reap the ultimate reward. A first step in the process is engaging a Partner and having a true understanding of the scope, according to Marjorie. “Engage your Partner and understand the functionality before you move data over,” she says. “You should also spend a lot of time testing and seeing what the functionality can do as that really shaped our master data setup.” Another thing Marjorie advises is to engage Microsoft, either by purchasing a support plan to get Microsoft’s help directly or using their tools to submit feedback and possible bugs. Don focuses on people, process, technology, and data when looking at an upgrade. “We had two conference room pilots to prepare for the upgrade,” he says. “The first was six months out and was a walkthrough rehearsal to make sure people were clear on their roles. From there we surfaced problems, worked on technology issues, and identified if individuals needed more training. Four weeks before the upgrade, we hold a dress rehearsal where the implementation team watches Users as they work in the system.” “The shop floor has an additional rehearsal, where mock areas are set up for operators to use scanners and access materials, doing all of their functions like a User would with a PC and screen,” says Don. “Making sure that it’s not just talked about but actually done is hugely important.” People, processes, and technology taken care of, Don moves

on to data. “You need to practice that migration a thousand times as Microsoft Dynamics AX is completely unforgiving once the data is in,” he says. A final part of that process lies in not rushing the upgrade. “We were targeting a go-live in May, but some of the code changes came in late, so we decided to bump it back,” says Eric. “That extra time means that we’ve gotten all the Users trained, and they’re able to transact in both systems. Waiting meant that we had much greater quality in code and our Users’ confidence.”

reinvent your business processes as you look at what you’re currently doing and evaluate if you need to continue those efforts. “Don’t hesitate to reconsider what you’re doing and if you need to do it,” says Eric. “We looked at some of the reports we created the first time around and found that they weren’t being used. We removed them for the upgrade, which helped our timeline and our costs. Don’t be afraid to admit you made a mistake and fix it.” Tom agrees with Eric’s sentiment on staying as close to out-of-the-box as possible. “Unless there’s a very good reason to change things, don’t do it,” he says. “That way you’ll avoid having to pay for it when you make upgrades down the road.” Another piece of advice is to look to your fellow Users for help. “When we were first engaging in this process, it helped when we realized that others were experiencing the same pain point,” says Marjorie. Tom agrees, “We can talk with others who are encountering the same issue and between three to four people, you can come up with some sort of solution.” AXUG

Remember the Benefits It may be a long road, but there’s a reason you’re doing the upgrade (or reimplementation, as the case may be). “We’ve seen a huge improvement in inventory management since we were previously doing that manually,” says Don. “We also have much better information, which some people don’t like as it’s exposing a lot of information and is very transparent.” Additionally, Hexcel has seen their order magnitude decrease after implementing RF-SMART to do barcode transactions. Outside of the new features and functionality for which you’ve pined, there are some ancillary benefits that come from the upgrade process. “As a functional lead, there are times when you sit with business Users, and they’ll roll their eyes and wonder why we would set up something ‘like that’,” Marjorie says. “Other times they’ll applaud, anticipating the new functionality. It was a big milestone when our risk-averse CFO said we needed the new technology he saw in Microsoft Dynamics AX 2012.” Tom shares that he’ll be glad when he can stop worrying about running out of record IDs, as they did last year. “It’s reminded us that we needed to keep with an upgrade path and can’t keep using this version forever,” he says.

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Additional Advice for Your Journey Eric encourages Users to first understand what Microsoft Dynamics AX 2012 can do in its native state. “You could easily migrate code as it exists today, but look at the new features in Microsoft Dynamics AX 2012, and if you have something that mimics that functionality, use it as an opportunity to get more in line with what Microsoft is doing,” he says. “That not only helps prevent you from building on a bad foundation, but also helps you leverage what they’re doing instead of doing the heavy lifting yourself.” An upgrade is also a time for you to

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Fall 2013

33

contest NAME THAT PHOTO

This looks like a serious meeting of the minds; glad we caught it! Let’s imagine they’re creating a new feature for Microsoft Dynamics AX. What would it be?

Congratulations! Congrats to Mel Sumrell from Priefert for winning last issue’s contest with his submission of “I reduced Big Data down to this size to fit on my laptop.” Mel – your prize is in the mail!

34

AXUG Magazine

RESULTS

Simply email your submission to Captioncontest@AXUG.com. The winning submission will be printed in the magazine’s next issue.

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Bottomline Technologies Jeff Butts

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ottomline Technologies provides cloudbased payment, cash management, and transactional document systems. The company’s document management products are used to automate ďŹ nancial and other papercentric business processes with functionality for document design, multi-channel delivery and storage, as well as automated AP invoice capture, workow, and reporting. Bottomline’s solutions leverage the Microsoft SharePointÂŽ platform, and can integrate with all Microsoft Dynamics applications. AXUG: What do you have coming up for your Customers? Je Butts (JB): We recently combined with 5280 Dynamic Solutions, whose oering focused on AP automation based on SharePoint, as well as a product called Dynamic Filer, which oers a content-speciďŹ c integration between an ERP system and SharePoint for easy indexing and storage of documents. We’re now oering these solutions to the market under their new names of TransformÂŽ AP and TransformÂŽ Filer. AXUG: Congratulations on the acquisition. How has the transition gone? JB: Very well. We’ve had a great amount of adoption in a short period of time, bringing the new products to our existing Customer base and driving new Cusotmers. We work with a large number of Partners in the Microsoft Dynamics community, and they’re accepting it very well. AXUG: We’ve been glad to have your organization as part of AXUG over the years. What’s been the most important aspect of your membership? JB: One of the unique things about AXUG is that it gives us visibility into Users’ organizations as well as time with a very

engaged Partner community. This helps us with visibility and education about what we do, enables us to gather enhancement requirements from Users, and is an opportunity to introduce ourselves and become engaged with Partners. AXUG: Do you have enhancements coming soon for your products? JB: We do. With regard to mobility, we’ll continue to add functionality relevant to the mobile workforce in our solutions. The other enhancement is support for the cloud. As Microsoft Dynamics continues to move to the cloud, we’ll have complementary cloud solutions. We’re also continuing to innovate and support our Create!formÂŽ product, which is a document output management product that we’re fortunate to have as a recognized name in the industry. AXUG: Speaking of enhancements, the theme for our magazine this issue is centered on upgrades. What’s the upgrade process like for your Customers when you release a new product? JB: Typically if you’re rolling into a new version of Microsoft Dynamics AX with document management, the upgrade is seamless, and the Customer wouldn’t necessarily have to do a lot of other things. With regard to AP automation, that depends on the business process and the workow complexity that the User has outlined. AXUG: What do you like about working within the Microsoft Dynamics AX community? JB: They’re very Partner-friendly. Within this ecosystem, ISVs and Partners tend to work together very well, and we’ve seen tremendous growth over the last four to ďŹ ve years. AXUG: What do you like about what you do? JB: I enjoy working with my team. We have a strong culture. “With and for each otherâ€? is a guiding principle, and we work very well together. AXUG

User Testimonial: “Transform Filer really met all our requirements and allowed us to leverage investments we had already made in SharePoint, as well as existing hardware for document scanning.â€? Leslie Holder, manager, ďŹ nancial systems for the Government of Bermuda, OfďŹ ce of the Accountant General

Fall 2013

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corner CADEM A Y The Revolution of eLearning

by Mark Rhodes, director of Member value

H

ave you been set up to fail? Or perhaps you’re setting up others to fail? Statistics abound regarding how our workforce and the skills needed to remain competitive are changing faster than ever. Just one example: in Merrill Lynch’s “The Book of Knowledge”, it is predicted that 50 percent of employee skills become outdated in three to five years. If you want your team to maintain even the status quo, you must foster a learning culture and support that environment with a variety of educational opportunities. Plenty of companies are figuring this out already: the annual investment for employee learning from U.S. organizations has grown to $200 billion a year. What “training” looks like is evolving faster than ever as well. Technology, economic factors, and the diminishing resource of time all impact how our teams learn, yet make the time spent learning even more critical. I can remember easily when your only option was to travel to a remote location and sit in a classroom for several days. The content was hit and miss, and it was the luck of the draw regarding the quality of the instructor. Now, eLearning, online learning, and distance learning are tried-and-true formats and fantastic options for focused, bring-theexpert-to-you, high-value training. The shift has been remarkable: » In the past 13 years, eLearning has experienced a 900 percent growth. » Now, more than 75 percent of American corporations use online learning as one of their core training methods. » Workforce.com states more than 70 percent of Fortune 500 companies’ technology-delivered training comes through networked, online methods. How does your organization compare? Are you leveraging these new opportunities to remain competitive? At AXUG®, it’s our mission to continue to bring our Members benefits that enhance their professional development and growth, which is why we started the AXUG Academy. The AXUG Academy provides you direct access to our own expert-led, online learning

component we call AXUG Academy Distance Learning – at a fraction of the cost of traditional training. When you review the benefits of the AXUG Academy Distance Learning, it’s pretty clear why it works: » Zero Travel Costs (40 percent of employee training budgets go towards travel) » Lower Registration Fees (AXUG Member pricing is a fraction of alternative education, plus, Premium Members and Microsoft Service Plan Members save even more) » Time (online learning courses are 25 to 60 percent shorter than classroom training) » Expert Instructors (subject matter experts who live and breathe Microsoft Dynamics AX) » Targeted Content (course subjects are based on User feedback to deliver the content you are looking for) » Hands-on Training (you can practice the content and apply the curriculum immediately, with instructor feedback!) » Retention (Online learning has been proven to improve knowledge retention by up to 60 percent) » CPE Credits (All AXUG Academy courses are eligible for CPE credits) To complement our distance learning courses throughout the year, the AXUG Academy also offers half- and full-day training courses prior to the annual AXUG Summit. Experts in Microsoft Dynamics AX and related tools teach these in-person courses. Once again, Premium Members and Microsoft Service Plan Members receive a discount on tuition, and you can practice within Microsoft Dynamics AX right in class. It’s clear that the delivery of education and training will continue to evolve, as will the offerings through the AXUG Academy. Are you ready to equip your team for the future? If you’re not taking advantage of this significant membership benefit, change that today and visit www.AXUG.com/member-resources/academy. AXUG

www.AXUG.com/member-resources/academy

Fall 2013

PARTNER PERSPECTIVE

UPGRADE BEST PRACTICES

W

e covered the User perspective on upgrades (see page 32 for that article), now for the Partner perspective. AXUG® sat down with four AXUG Premium Partners to talk about the considerations a User should make when planning an upgrade, from making a business case to data migration to the importance of documentation. These Partners also shared common upgrade pitfalls, in hope that you’re able to avoid them, as well as upgrade benefits that go beyond new functionality. Nima Bakhtiary, president and CEO of Arbela Technologies, started upgrading to Microsoft Dynamics AX 2012 nine to 10 months before the product was released. To date, 50 percent of the company’s upgrades are standard and the others are re-implementations, starting fresh for Users who had a lot of customizations that are no longer needed. Joel Pietrantozzi, co-founder and principal of Client Strategy Group, has completed numerous upgrades over his career, bringing Users on all versions of Microsoft Dynamics AX up to more current versions. Sean Kenny, Microsoft Dynamics AX practice manager for Tribridge, has been working with Microsoft Dynamics AX since version 4.0, helping Users evaluate the right time and process to upgrade their implementation. Beth Wells, manager of project quality assurance for Edgewater Fullscope, has predominately worked on the planning side of upgrades, providing input and taking Users through the necessary steps.

Allocating Resources

One of the most important considerations is the value an upgrade will bring to your organization. “With Microsoft Dynamics AX 2012 being a Tier 1 solution, it can offer functionality that helps Users build a business case for the upgrade,” says Joel. “Oftentimes version 4.0 was modified to do things that Microsoft Dynamics AX 2012 has as base functionality, and Users want to get out of a heavily modified environment. That functionality is a primary part of building the business case since Users now have access to functionality they didn’t have before, and it’s better to do an upgrade for a business reason rather than for new technology.” Once committed to the upgrade, figuring out the project plan, understanding the necessary customizations, and getting commitments from department heads are key, says Nima. “This should not be an IT project; it should be a company project,” he says. “Users should come up with an extensive plan that includes participation from internal IT as well as key business Users.”

Another important element is making sure you have an accurate idea of the amount of resources – financial, personnel, and infrastructure – that will need to go into the upgrade. “It’s important for Users to know how much and when their human resources will be required,” says Nima. “You have to factor those costs into the upgrade in addition to the costs associated on the product and consulting side.” From an allocation perspective, Nima recommends that Users have a core or super User from each key business area in order to make sure the upgrade plan is well-rounded. “Engaging people who are very familiar with the existing business processes and people who can really make decisions will help make the upgrade planning a smoother experience,” says Nima. “You also want to make sure those people can be available and active participants in the actual upgrade.” Joel shares that corner office support is key. “A highly visible project is not an IT project,” he shares. “It may be managed by IT, but you need the business backing and enforcement of the project scope. Users should have an internal, functional business analyst who knows Microsoft Dynamics AX and can be a liaison between the technical and the business groups, helping with the transition, training, and differences between the versions.” Beth agrees, “Bringing process owners from the business side who know the company’s processes and can be trusted to make business decisions yet know when to ask management will help in ensuring that system functionality required to support the business is maintained or improved between where you are now and where you’re trying to be.” From an external personnel perspective (aka Partner), Beth recommends a balance between functional and technical roles. “There are three roles to fill to really have the right balance of expertise: a functional architect, a good functional lead in each business area, and a project manager,” she says. “It’s worth the investment of 170 to 225 hours of consulting in order to get things right the first time around.”

Determining the Path

Analyzing Customizations

Sean looks at upgrades from a “RICE” perspective: reports, integrations, conversions, and enhancements, where the volume needed for each dictates if the User should upgrade or re-implement the software. “It also depends on what version they’re on and what they’re going to, but that analysis piece, the inherent functionality between the new version and what they’ve modified, should guide the User in their decision-making process of which

Microsoft Dynamics AX has changed quite a bit over the years, and many Users find that their current version’s customizations are obsolete when they look at the built-in functionality of Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 R2. “Users need to have knowledge of what the new version does,” says Beth. “The architecture has changed a lot, and you want to have a solid foundation for what you’re going to build

Measure the Value

38

modifications should be kept and which should be replaced with new functionality,” he says. “There is no one-size-fits-all approach to an upgrade. It completely depends on size and complexity, which is the difference between an upgrade taking weeks versus months.” Nima agrees, “The level of effort is directly related to cost, so it’s important to identify the scope ahead of time and to ensure the Partner has done that type of upgrade before to really get it right.”

AXUG Magazine

out, including equipment, base operating system, server version, and other supporting software versions. You want to avoid software not working well together because the releases aren’t compatible.” Joel agrees, “An important component of the upgrade is checking third-party solutions and interfaces from other production systems to make sure they’re compatible with the new version.”

Documentation is Key Beth recommends Users review their original customization documentation, or if that is not available, make a list of customizations and their purpose, in order to better facilitate business process reviews to find out which customizations are still needed and which ones are replaced by built-in functionality. “Having access to that customization list as well as functional design documents helps you strategically look at how you’re using the system right now,” she says. “Once you know that, you can look at what you want to eliminate and what you can take advantage of and do better in your business. If you didn’t do it before, start now, because if you have good documentation going into an upgrade, you’ll have better information than if you go without.” Sean agrees and goes to the next level of adding feature/functionality comparisons as well as noting the features that Microsoft has retired. “I also recommend that Users put together a list or prioritization matrix to identify gaps and how they should be filled,” he says.

Migrating the Data From a systems and infrastructure perspective, Users need to evaluate if their current environment is appropriate for Microsoft Dynamics AX 2012 R2 as well as determine their data migration plan. “Some Users have been running their businesses on this software for seven to eight years, and during that time, they’ve developed data warehouses, BI platforms, and series of reports,” says Joel. “Users have to have a data management and reporting plan to get that information ready for the new version of Microsoft Dynamics AX. Or, conversely, make the decision to archive some of that data and only move over a subset.”

Keep Talking Sean recommends that Users stay involved with AXUG to bring their feedback to the Microsoft Dynamics AX team. “Microsoft looks to AXUG for enhancement ideas for the next product, and Users can learn about different business processes, both of which could limit the number of customizations needed in a future upgrade,” says Sean. “I also think that Users should leverage their Partners and the spot their Partner might have on a Microsoft advisory council to share feedback and get updated news from Microsoft.” Nima agrees with the Partner involvement. “Working with a Partner that has a vision of what the existing system and future systems bring to the table helps Users map their upgrade timeline,” says Nima. “Many Users will go through an upgrade, and had they had more insight on a future release, they would have been able to reduce their upgrade cost and errors. Mapping your upgrade timeline to the product releases and roadmap will help to alleviate that problem.”

Where Good Upgrades Fall Down There are a couple of factors that can make or break an upgrade, one of which goes back to the importance of having the right team in place.

“We want our clients to own their system. That’s an important objective for us,” says Nima. “It’s important to get objectives and goals set with all department heads so they know the resources that are required for effective project management.” Another factor is having a clear definition of project scope, according to Joel. “Management has to draw a line in the sand to limit unplanned changes during the upgrade process,” he says. “That’s how these projects get extended as the business doesn’t understand that when they make a change to the existing Microsoft Dynamics AX environment, they’re extending the length of the upgrade. Identify the business priorities to be addressed during the upgrade, and then wait on the other things until you go live on the new version.” A third area where projects go awry is connected to the importance of documentation. “Not having full insight into features or processes that Users have is where upgrades fall down,” says Sean. “The expectation management piece is difficult as people expect the product to do something that the IT and business team didn’t know it was doing. Documentation is the part of every project that gets neglected the most, but at the time of an upgrade, it’s one of, if not the most, important piece when evaluating the whole effort.” A final area where upgrade projects tend to fall apart is in the desire to make customizations. “Oftentimes Users want to re-customize the product to make it look like it always did,” says Beth. “People are resistant to change and want it to work exactly as it used to. New features and functions support a multitude of business operations while customizations fit only your business. Getting Users accustomed to doing things a different way is a challenging task, but it is well worth it in the end.”

Benefits Beyond New Features As Nima shared earlier, a key reason for the upgrade has to be about business value and not just a new set of features and functionality. “The extended set of capabilities really brings the User organization together,” says Nima. “More processes are covered and collaboration is enhanced across the organization, which results in reduced cost, better Customer service, reduced paperwork, and increased revenue, to a point, because people become more efficient.” Sean sees upgrades as an opportunity for reengagement. “An upgrade gives a User the ability to get reengaged with what their business is doing and how it’s doing it,” he says. “It’s an opportunity to look at current processes and best practices to see if the User organization can gain efficiencies in their business.” Beth shares that a large benefit is the User friendliness of the new version. “Features and function are key, but the product is becoming more like the desktop tools people use every day,” she says. “As that happens, Users are able to take advantage of the knowledge they already have, and it’s easier to teach new people how to use Microsoft Dynamics AX since the look/feel is so similar to Microsoft Office.” AXUG There you have it – the User and Partner perspectives on upgrades. Is there an upgrade tip, best practice, or pitfall you encountered that you’d like to share with fellow AXUG Members? Contact Frank@AXUG.com to share your story. Fall 2013

39

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My social media favorites these days are… My primary professional social network is LinkedIn. Like many of my colleagues, I use Facebook for purely social and entertainment purposes. To pick a favorite, currently I am following George Takei (of StarTrek fame) and his hilarious feed of quips, jokes, and random photos. On my desk right now are... The dock for my laptop, two external screens, a bunch of yellow sticky notes attached to random spots, and a giant coffee mug labeled “Geek” that I got at the Microsoft store.

AXUG® has selected Zvika Rimalt as our Volunteer of the Quarter. Congratulations, Zvika! Zvika is the AX functional analyst for Teck Resources Limited, as well as a member of the AXUG Board of Advisors and contributor on various social media, blog, and User forum outlets. Let’s learn a little about Zvika…

My three goals for 2013 are… 1. Obtain at least one additional Microsoft certification 2. Find time to start a blog (about Microsoft Dynamics AX, of course) 3. Take a French immersion course When I’m not at work… I cycle (Vancouver has some great routes and views), ski in the winter, and travel whenever I can. The best advice I ever received was… “It is not what is said, but how it is said.” Being a business analyst and spending a lot of my day discussing things, it is always very helpful to keep that in mind. Fall 2013

TRIBRIDGE

THE EVOLUTION OF THE CLOUD

Introducing Solutions as a Service from Concerto– an innovative approach to helping businesses move their Microsoft Dynamics AX solution to the cloud. ģĘ¦ÂœůģŬůœ Ęś¦ÂʶśŬůœ ¶÷ů÷ģĘ ĈŬģĘÂöś÷ƛÂöÙůśö ĈĈŬ¶ÂĺĈģƕĒÂĘůśŬ ƕŬ ä÷Ǝ÷ĘäŬƕģſŬ ¦¦ÂśśŬůģŬD÷¦œģśģØůŬ ƕĘ Ē÷¦śŬ yŬ ʶŬģůòÂœŬ¦œ÷ů÷¦ ĈŬ ſś÷ĘÂśś ĺĺĈ÷¦ ů÷ģĘś ÷Ę ĺœ÷Ǝ ů ¦Ĉģſ¶ ÂĘƎ÷œģĘĒÂĘůŀ

It’s Time for the Cloud on your Terms cò ¦ģʦÂĺů ģØ ůò ¦Ĉģſ¶ ÷ś ¦Âœů ÷ĘĈƕ Ęģůò÷Ęä ĘÂƏ² ſů ģĘ¦Âœůģ ]ģĈſů÷ģĘś ś ]ÂœƎ÷¦Â œÂ¶ÂÙĘÂś ůò ¦ģĘƎÂĘů÷ģĘ Ĉ ō]ģØůƏ œÂ ś ]ÂœƎ÷¦ÂŎ Ēģ¶ÂĈ ůģ œ÷Ęä ƕģſ ůò ĘÂƔů äÂĘÂœ ů÷ģĘ ģØ ůò ¦Ĉģſ¶² ģĘ ƕģſœ ůÂœĒś± 9 cò ¦ģĘƎÂĘ÷Âʦ ʶ śÂ¦ſœ÷ůƕ ģØ ƕģſœ ģƏĘ ¦Ĉģſ¶ 9 cò Ǝ Ĉſ ƕģſ Ə Ęů Ə÷ůò ůò ¦ſśůģĒ÷ƛ ů÷ģĘś ƕģſ ʶ 9 cò ÞÂƔ÷ ÷Ĉ÷ůƕ Øģœ òģƏ ƕģſœ ſś÷ĘÂśś ¦ģĘśſĒÂś ¶ ů 9 cò ¦ģĒĺĈÂů śģĈſů÷ģĘ Ə÷ůò ůò÷œ¶öĺ œůƕ ÷ĘůÂäœ ů÷ģĘś

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Introducing The List MOBILE

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Table of Contents Industry...................Page 44 Horizontal................Page 49 Services...................Page 56

The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal and service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The List, please contact Jane@thepartnerchannel.com. NOTE: The Partner Channel and Dynamic Communities offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner. *Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

Industry

INDUSTRY

Apparel Junction Solutions http://www.junctionsolutions.com/ products-solutions/junctionmcr-multichannel-retail/ • 303-327-8800 JunctionMCR for MultiChannel Retail End-to-end solution set, available onpremise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory management, across all retail channels.

Automotive

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. Radley Corporation http://www.radley.com/ MSDynamicsAX/index.htm 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.

Construction AXtension http://www.AXtension.com • +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view. AXtension http://www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 NEW: Hitachi Solutions America Hitachi Solutions helps businesses compete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM

Consumer Packaged Goods

http://www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS.

Data Masons Software

Horizons International www.qualityessentialssuite.com 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

KEY:

Axapta

Great Plains

44

AXUG Magazine

http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oers aordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts. Flintfox International Limited

Solomon

http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise. Ariett Business Solutions, Inc.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

AssureSign LLC

Tribridge http://www.concertocloud.com/cpg 877-744-1360 NEW: Tribridge Concerto CPG Cloud Based CPG. Built on Microsoft Dynamics AX, Concerto CPG incorporates premium business solutions for speed, accuracy, visibility, and scale – deployed in the Cloud for accessibility.

Cross Industry Solution Altec http://www.altec-inc.com • 949-727-1248 doc-link, Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX easily manages product, customer, vendor, employees, and COA master data across multiple companies for more productive advanced shared services.

Customer Relationship Management

http://www.ariett.com • 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!formÂŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web. Bottomline Technologies http://www.bottomline.com/Transform_ Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications. Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint • 866-551-6934 TransformÂŽ AP SharePointÂŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility. Business Systems Integrators http://www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS.

http://www.intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

Navision

Ariett Business Solutions, Inc.

Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionfb-food-beverage/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork� solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand.

Business Systems Integrators

Chemicals

Arkieva http://www.arkieva.com • 302-738-9215 NEW: (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler.

HighJump TrueCommerce EDI Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Retail Management System

Point of Sale

ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a reality – without breaking your budget. Journyx http://www.journyx.com • 800-755-9878 NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more. kCentric Technologies Inc http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International. Liaison Software Corp http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

PaperSavePro http://www.PaperSavePro.com • 877-727-3799 PaperSavePro PaperSavePro™ is a CertiďŹ ed for Microsoft Dynamics document management and electronic workow solution that eliminates inherent risks and ineďŹƒciencies associated with paper. Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

KEY:

Axapta

Great Plains

Finance/Banking

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, proďŹ t margins and asset utilization.

AssureSign LLC

Business Systems Integrators

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

http://www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS.

Solver http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

Food and Beverage Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors. Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience. ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Food & Beverage Process Mfg solution tightly integrated with Traceability, Catch Weight, Formula, Food Safety & Regulatory Compliance. Visit www.AxoLOGIX.com for Real-time WMS & www.AxoQCS.com for automating Food Safety such as GFSI

Navision

Solomon

Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oers aordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts. Flintfox International Limited http://www.intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

MetaďŹ le Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Glass

Arkieva http://www.arkieva.com • 302-738-9215 NEW: (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler.

Government Solver

HighJump TrueCommerce EDI Solutions http://www.highjump.com/ truecommerce • 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools.

Horizons International

Ariett Business Solutions, Inc.

www.qualityessentialssuite.com 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.

Junction Solutions http://www.junctionsolutions.com/ products-solutions/junctionfb-foodbeverage/ • 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Forkâ€? solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand.

Customer Relationship Management

Retail Management System

Healthcare

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Point of Sale

Fall 2013

45

INDUSTRY

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

INDUSTRY

Paramount Technologies

Industrial Equipment

Manufacturing

http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Sierra Workforce Solutions http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. Solver http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹƒcient Microsoft platform.

High Tech and Electronics

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 NEW: Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence. Horizons International www.qualityessentialssuite.com 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Insurance AssureSign LLC

Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart conďŹ gure, price, quote + MS Dynamics CRM for companies that sell thru multiple channels. Make complex selling simple. Outsmart. Outsell. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 NEW: Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Life Sciences Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

Arkieva http://www.arkieva.com • 302-738-9215 NEW: (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler. Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Maintenance Management AxSource Infotech Inc. eRPortal Software Group LLC http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solutions for managing strategic assets and operations.

QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Manufacturing Experts in Discrete & Process integrated to WMS. Visit www.AxoLOGIX.com for Real-time WMS and www.AxoQCS.com for quality, safety & compliance. AXtension http://www.AXtension.com • +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view.

http://www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Advanced Production Production insight and control on the shop oor.

Cincom Systems, Inc. http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart conďŹ gure, price, quote + MS Dynamics CRM for companies that sell thru multiple channels. Make complex selling simple. Outsmart. Outsell. Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oers aordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts.

eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. HighJump TrueCommerce EDI Solutions http://www.highjump.com/ truecommerce • 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

AXtension KEY:

Axapta

Great Plains

46

AXUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽSuite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

MetaďŹ le Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation. Radley Corporation http://www.radley.com/MSDynamicsAX/ index.htm • 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.

Sierra Workforce Solutions http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Media and Entertainment

KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE ProSports™ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media traďŹƒcking.

KEY:

Axapta

Great Plains

Non-Profit Organizations Ariett Business Solutions, Inc. http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM. Journyx http://www.journyx.com • 800-755-9878 NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more. Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-ProďŹ ts GL Distributions, Budgets, Audit Trails, Requisition & Expense.

Pharmaceuticals

Retail

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Solution for Pharmaceutical-AxoPHARM Computer System Validation (CSV), GxP, 21 CFR Part 11 Compliance. Manage compliance & validation along with your Dynamics implementation by utilizing our toolkits for FDA & Health Canada compliance. www.AxoPHARM.com

Professional Services

Sierra Workforce Solutions http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Oil and Gas Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 NEW: Hitachi Solutions America Hitachi Solutions helps businesses compete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 NEW: Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

Navision

Solomon

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view. AXtension http://www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials. Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 NEW: Hitachi Solutions America Hitachi Solutions helps businesses compete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM Journyx http://www.journyx.com • 800-755-9878 NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.

Customer Relationship Management

Retail Management System

Avalara, Inc. http://www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics.

Junction Solutions http://www.junctionsolutions.com/ products-solutions/junctionmcr-multichannel-retail/ • 303-327-8800 JunctionMCR for MultiChannel Retail End-to-end solution set, available onpremise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory management, across all retail channels. kCentric Technologies Inc http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International. Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

MetaďŹ le Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation.

Point of Sale

Fall 2013

47

INDUSTRY

Liaison Software Corp

United ERP, LLC http://www.unitederp.com • 201-567-6315 Royalty Accounting Software AXIP monitors your Royalty Lifecycle from contracts, product dvlpmt approvals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, forecasting & business intelligence.

INDUSTRY

nChannel http://www.nchannel.com 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.

Warehouse Management

kCentric Technologies Inc

Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.

Solver http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹƒng.

Software

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Corporate Services http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equipment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent ďŹ nancial information to accurately run your business

Staffing/Recruiting Nigel Frank International http://candidate-search.nigelfrank.com/tpl 212-731-8282 NEW: Microsoft Dynamics Candidate Search Browse through over 5,000 hand-picked and vetted Dynamics candidates at no cost or obligation. Get access to high quality candidates that are ready to be interviewed.

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Product for Warehouse Management- AxoLOGIX AxSource has built tightly integrated solutions to extend AX functionality to the warehouse for Multiple Units of Measure (UOM), Catch Weight, Traceability, Real-Time Data Management, EDI. Visit www.AxoLOGIX.com. eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.

Sologlobe http://www.sologlobe.com 514-938-4562 ext. 206 NEW: Sologlobe Tier-1 Warehouse Management & Manufacturing Execution for complete inventory control and operational eďŹƒciency. Our web based solution is scalable & highly exible with seamless integration using Web Services.

Wholesale Trade: Durable Goods

Cutwater http://www.cutwatersolutions.com 800-564-8806 NEW: (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and eďŹƒciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups. Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. Flintfox International Limited http://www.intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

nChannel http://www.nchannel.com 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Wholesale Trade: Non-durable Goods

Cutwater http://www.cutwatersolutions.com 800-564-8806 NEW: (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and eďŹƒciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.

Share your thoughts about The List with us and you could be quoted in the next issue of The List! Email Jane@thepartnerchannel.com and share your story/ message/quote.

KEY:

Axapta

Great Plains

48

AXUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Horizontal Analytics

Budgeting

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience. Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-Oneâ€? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aordable.

Business Intelligence

Solver

Accountable Software

http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

http://www.accountable.com • 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Arkieva http://www.arkieva.com • 302-738-9215 NEW: (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler.

Total Dynamics Solutions, LLC Solver http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Asset Maintenance/MRO/ EAM eRPortal Software Group LLC

Barcode Data Collection

Solver http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹƒcient Microsoft platform.

Solver http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

Radley Corporation http://www.radley.com/MSDynamicsAX/ index.htm • 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.

http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools.

TARGIT

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-Oneâ€? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aordable.

http://www.targit.com • 813-933-4600 TARGIT Decision Suite Make better decisions faster, improve operations, decrease costs and increase income- TARGIT’s BI software solution.

Total Dynamics Solutions, LLC

Globe Software http://www.atlas4dynamicsax.com 701-235-4084 Atlas - Personal Business Intelligence & Data Upload Real-time, two-way, secure, data validated integration between Microsoft OďŹƒce and Dynamics. Read from or write to any part of AX from Excel. Solver

Solver http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹƒng.

http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹƒcient Microsoft platform.

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, interactive, & integrated planning/budgeting for MS Dynamics. KEY:

Axapta

Great Plains

Navision

Solomon

http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹƒng.

deFacto Global, Inc.

Solver eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.

http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools.

Customer Relationship Management

Retail Management System

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Business Process Management Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Ariett Business Solutions, Inc. http://www.ariett.com • 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

Point of Sale

Fall 2013

49

HORIZONTAL

http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solutions for managing strategic assets and operations.

Solver

Arkieva http://www.arkieva.com • 302-738-9215 NEW: (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler. Bottomline Technologies http://www.bottomline.com/Transform_ Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications.

HORIZONTAL

Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint • 866-551-6934 TransformŽ AP SharePointŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility. ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a reality – without breaking your budget.

Liaison Software Corp http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

Compliance Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela’s Security Manager radically simpliďŹ es managing and auditing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it. V2009 and V2012. Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certiďŹ ed Auditors. Get the data your Auditors want - Fast!

Cost Accounting

MetaďŹ le Information Systems, Inc.

Corporate Renaissance Group

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation.

http://www.crgroup.com • 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, ďŹ xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.

Tribridge http://www.concertocloud.com • 877-977-8458 NEW: Tribridge Concerto Cloud Services Concerto Cloud oers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

Check Printing Bottomline Technologies http://www.bottomline.com/ dynamics • 866-551-6934 Create!formŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

KEY:

Axapta

Great Plains

50

AXUG Magazine

Credit Card/Check Processing

Azox, Inc. http://www.azox.com • 734-928-6010 Credit Card Extension Secure, PCI validated ACH/credit card solution with batch processing and ability to store sensitive data o site with tokenization.

Navision

Solomon

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

nChannel http://www.nchannel.com 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.

eBridge Connections

Scribe Software

http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM eBridge platform to seamlessly integrate customer and opportunity data.

http://www.scribesoft.com • 603-622-5109 Scribe Insight Data migration & data integration for MS Dynamics and legacy systems.

Customer Relationship Management

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. Tribridge http://www.concertocloud.com • 877-977-8458 NEW: Tribridge Concerto Cloud Services Concerto Cloud oers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, webstore, CRM systems.

Globe Software http://www.atlas4dynamicsax.com 701-235-4084 Atlas - Personal Business Intelligence & Data Upload Real-time, two-way, secure, data validated integration between Microsoft OďŹƒce and Dynamics. Read from or write to any part of AX from Excel.

Jitterbit http://www.jitterbit.com • 877-852-3500 NEW: Jitterbit - Dynamics Integration Made Easy Increase the speed, agility, and reach of your Dynamics front and back oďŹƒce through Jitterbit Integration solutions.

Retail Management System

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Data Integration

Customer Relationship Management

Distribution

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Kitting Multiple items dynamically combined into one product.

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, proďŹ t margins and asset utilization. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Point of Sale

Bottomline Technologies

Sologlobe http://www.sologlobe.com 514-938-4562 ext. 206 NEW: Sologlobe Tier-1 Warehouse Management & Manufacturing Execution for complete inventory control and operational eďŹƒciency. Our web based solution is scalable & highly exible with seamless integration using Web Services.

Document Management

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Ariett Business Solutions, Inc.

Ariett Business Solutions, Inc. http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Enterprise Content Management Optimized use of tagged documents in your critical business processes.

Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!formÂŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

KEY:

Axapta

Great Plains

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

kCentric Technologies Inc PaperSavePro http://www.PaperSavePro.com • 877-727-3799 PaperSavePro PaperSavePro™ is a CertiďŹ ed for Microsoft Dynamics document management and electronic workow solution that eliminates inherent risks and ineďŹƒciencies associated with paper.

Drop Ship Management

nChannel http://www.nchannel.com 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.

http://www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics.

Computer Pundits Corporation

MetaďŹ le Information Systems, Inc.

AIM Computer Solutions, Inc. http://www.aimcom.com/Autosys.htm 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949. Business Systems Integrators http://www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS.

Data Masons Software

Liaison Software Corp http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

EDI

E-commerce

Avalara, Inc.

ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a reality – without breaking your budget.

http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.

http://www.eCommerce21.com • 888-786-3487 eCommerce21Ž Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl. Amazon, Magento, BigCommerce, eBay+

http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

DiCentral http://www.dicentral.com 281-480-1121 ext. 153 EDI Integration with Microsoft Dynamics DiCentral's DiIntegrator is an advanced, hosted solution, to instantly become EDI compliant with your trading partner community, and to seamlessly integrate data with Microsoft Dynamics GP, AX, NAV, and SL. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Web EDI solution eliminates transaction fees – over 1000 trading partners.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation.

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Fall 2013

51

HORIZONTAL

http://www.ariett.com • 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

http://www.bottomline.com/Transform_ Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications.

HighJump TrueCommerce EDI Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP. Radley Corporation http://www.radley.com/MSDynamicsAX/ index.htm • 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.

HORIZONTAL

Electronic Document Delivery (Email)/Faxing Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Electronic Signatures

HR Management

AssureSign LLC

Corporate Renaissance Group

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

http://www.crgroup.com • 613-232-4295 emPerform emPerform is an easy-to-use, webbased appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.

Expense Solutions

Ariett Business Solutions, Inc. http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service. Ariett Business Solutions, Inc. http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

Paramount Technologies

Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!formŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

http://www.paramounttechnologies.com 248-960-0909 WorkPlace Expense Integrates web and mobile submission of expense reports, automatic routing, and electronic approvals of individual line-item expenses.

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 NEW: Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence. Open Door Technology

http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

http://www.opendoor.ca • 403-777-2410 TaskMaster Mobility Solution Increase productivity and generate rapid ROI with workow driven processes for any industry or ďŹ eld application. Enable real-time information exchange with a mobile workforce and ERP system through mobile devices.

Axapta

Great Plains

52

AXUG Magazine

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽSuite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Navision

Solomon

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Invoicing Enhancement AXtension http://www.AXtension.com • +3177 323 2622 AXtension Invoice Processing Optimized accounts payable invoice processing.

Inventory Management Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Field ServiceManagement

Liaison Software Corp

KEY:

HR Services Inc. http://www.mystaďŹƒngpro.com • 800-939-2462 myStaďŹƒngPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.

Junction Solutions http://www.junctionsolutions.com/ products-solutions/junctionmcr-multichannel-retail/ • 303-327-8800 JunctionMCR for MultiChannel Retail End-to-end solution set, available onpremise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory management, across all retail channels.

Cutwater http://www.cutwatersolutions.com 800-564-8806 NEW: (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and eďŹƒciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups. eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.

Customer Relationship Management

Retail Management System

Azox, Inc. http://www.azox.com • 734-928-6010 Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real time fund recognition. Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint • 866-551-6934 TransformŽ AP SharePointŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

Job Costing Journyx http://www.journyx.com • 800-755-9878 NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more. Sierra Workforce Solutions http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Point of Sale

Manufacturing Enhancement

Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart conďŹ gure, price, quote + MS Dynamics CRM for companies that sell thru multiple channels. Make complex selling simple. Outsmart. Outsell. eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.

Ariett Business Solutions, Inc.

Payroll Enhancement

http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.

Greenshades Software

Liaison Software Corp

Ariett Business Solutions, Inc. http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

Horizons International www.qualityessentialssuite.com 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX easily manages product, customer, vendor, employees, and COA master data across multiple companies for more productive advanced shared services.

NAV and CRM Integration

Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint • 866-551-6934 TransformŽ AP SharePointŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

Jitterbit http://www.jitterbit.com • 877-852-3500 NEW: Jitterbit - Dynamics Integration Made Easy Increase the speed, agility, and reach of your Dynamics front and back oďŹƒce through Jitterbit Integration solutions.

ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a reality – without breaking your budget.

Payables Enhancement

Liaison Software Corp http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

KEY:

Axapta

Great Plains

http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

Sierra Workforce Solutions http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Portals Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Procurement Management

Solomon

http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise. Liaison Software Corp http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

Customer Relationship Management

ReQlogic http://www.reqlogic.com • 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solutions for eProcurement, requisitions, vendor invoices, expense reports and advanced workow.

Product Lifecycle Management QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Project Accounting Journyx http://www.journyx.com • 800-755-9878 NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.

Purchase Order Processing Enhancement

Ariett Business Solutions, Inc.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Ariett Business Solutions, Inc. http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.

ReQlogic http://www.reqlogic.com • 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solutions for eProcurement, requisitions, vendor invoices, expense reports and advanced workow.

Navision

http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

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HORIZONTAL

Multi-Entity Management

Paramount Technologies http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Center Creates Federal State and Local W-2s 940/941s 1099s SUTA returns & more.

Total Dynamics Solutions, LLC

Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Quality Control

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-Oneâ€? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aordable.

Horizons International www.qualityessentialssuite.com 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Reconciliation

Globe Software http://www.atlas4dynamicsax.com 701-235-4084 Atlas - Personal Business Intelligence & Data Upload Real-time, two-way, secure, data validated integration between Microsoft OďŹƒce and Dynamics. Read from or write to any part of AX from Excel.

Security

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Royalty United ERP, LLC http://www.unitederp.com • 201-567-6315 Royalty Accounting Software AXIP monitors your Royalty Lifecycle from contracts, product dvlpmt approvals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, forecasting & business intelligence.

Sales Order Processing Enhancement Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

HORIZONTAL

Solver Adra Match http://www.adramatch.com • +44 207 868 5171 NEW: ACCOUNTS – Transaction Matching Software Accounts is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.

Adra Match http://www.adramatch.com • +44 207 868 5171 NEW: RECEIVABLES - Payment Matching Software Receivables handles complex incoming payment your ERP system can't match. By using three information sources, payment ďŹ le, open invoices and the customer register, the system takes care of all incoming payments.

http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a costeďŹƒcient Microsoft platform.

Solver http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics. Solver

http://www.solverusa.com/retail/ Reporting 310-691-5300 Solver BI360 Suite for Retail Accountable Software BI360 gives retailers the ability to forecast, track and analyze product and store http://www.accountable.com • 610-983-3100 sales, plan more eective promotions, Dynamics Reporting purchase merchandise that matches LIVE Dynamics Data in Excel, SSRS, customer regional buying preferences, SharePoint, Business Portal & the Web. and improve staďŹƒng. Axapta

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Navision

http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart conďŹ gure, price, quote + MS Dynamics CRM for companies that sell thru multiple channels. Make complex selling simple. Outsmart. Outsell. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Liaison Software Corp

http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government Adra Match http://www.adramatch.com • +44 207 868 5171 As federal, state and local governments look for powerful BI solutions to drive NEW: BALANCER - Balance Sheet performance and reduce costs, Solver’s Reconciliation Software Balancer allows you to replace cumber- dashboards, scorecards, reporting and some spreadsheets and error-prone forecasting are proving to be invalumanual tasks with a full real-time able tools. overview of the entire balance sheet Solver reconciliation process.

KEY:

Cincom Systems, Inc

Solomon

http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela’s Security Manager radically simpliďŹ es managing and auditing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it. V2009 and V2012. Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Audit Trail An agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results. Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath ConďŹ g AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory. Single interface for managing Dynamics users improving security, saving time and money. GP solution oers Single Sign on functionality.

Shipping/Manifesting

FASCOR http://www.fascor.com • 513-421-1777 ext. 103 FASCOR TMS TMS is an integrated solution for small parcel and ltl shipping. Carrier CertiďŹ ed for UPS, FedEx, USPS (Endicia), LTL and other carriers. Feature rich and user conďŹ grable / multiple integration options.

Supply Chain Management AIM Computer Solutions, Inc. http://www.aimcom.com • 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.

nChannel http://www.nchannel.com 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.

Customer Relationship Management

Retail Management System

Point of Sale

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

Arkieva http://www.arkieva.com • 302-738-9215 NEW: (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler. Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, proďŹ t margins and asset utilization.

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

KEY:

Axapta

Great Plains

Junction Solutions http://www.junctionsolutions.com/ products-solutions/junctionfb-foodbeverage/ • 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Forkâ€? solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Sierra Workforce Solutions http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Trade Promotion Management Flintfox International Limited http://www.intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, integrated trade management for Microsoft Dynamics.

Workflow / Notifications

Avalara, Inc.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Time and Attendance Journyx http://www.journyx.com • 800-755-9878 NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.

Ariett Business Solutions, Inc. http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.

Solomon

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform. Integrity Data http://www.u-linc.com • 217-732-3737 ext. 0203 U-LINCÂŽ, Powered By Integrity Data Workow and notiďŹ cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is exible and easy to use, improving organizational performance.

Ariett Business Solutions, Inc. MetaďŹ le Information Systems, Inc. http://www.ariett.com • 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Navision

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Total Dynamics Solutions, LLC

Tax

http://www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics.

CALITECH LLC http://www.calitech.net • 800-325-9974 NEW: Dynamics on the Go Application that allows users to access business workow requests from Microsoft Dynamics AX securely on any mobile device or serve to handle e-mail responses for approval without to conďŹ gure Enterprise Portal.

Customer Relationship Management

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation.

PaperSavePro http://www.PaperSavePro.com • 877-727-3799 PaperSavePro PaperSavePro™ is a CertiďŹ ed for Microsoft Dynamics document management and electronic workow solution that eliminates inherent risks and ineďŹƒciencies associated with paper. Retail Management System

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HORIZONTAL

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oers aordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts.

Services Application Service Provider/Hosting Data Resolution, LLC

Myappsanywhere by NetStandard http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customizations, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.

OneNeck IT Services http://www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckŽ provides a comprehensive, exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

Rose Business Solutions, Inc http://www.roseasp.com • 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great commissions for the life of the contract. We guarantee 99.5% uptime.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.

Cloud Computing

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SERVICES

Sierra Workforce Solutions

Journyx http://www.journyx.com • 800-755-9878 NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last Sierra Workforce Solutions 11 years.

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing GoIWx, Inc. http://www.goiwx.com • 952-258-6300 ext. 6321 using biometrics, badge, WEB or PC based time clocks. Includes employee Cloud Hosting Services manager self service. for ERP and CRM GoIWx: Bringing Personal Commitment Email Marketing to the Cloud, One Business at a Time. The Partner Marketing Group

Managed Services

OneNeck IT Services http://www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckŽ provides a comprehensive, exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

http://www.thepartnermarketinggroup.com Marketing Planning 605-574-9432 OneNeck IT Services & Services E-Mail Content and Services http://www.oneneck.com • 480-315-3000 Get access 24x7 to an online library full Dynamics Hosting and of unique newsletter content or elect Looking Glass Marketing Managed Services Provider the full-service options to nurture your OneNeckŽ provides a comprehensive, pipeline of leads. http://www.lookingglassmarketing.com exible suite of Microsoft Dynamics 614-453-5927 hosting and managed services designed Implementation Cost-eective Marketing Solutions to help companies improve system perfor Microsoft Dynamics Partners & Consulting formance and leverage their Dynamics Award-winning outsourced marketing AX enterprise application. services including lead generation, nurture marketing, email marketing, web design/SEO, content development. Sierra Workforce Solutions Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

Tribridge http://www.concertocloud.com • 877-977-8458 NEW: Tribridge Concerto Cloud Services Concerto Cloud oers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

Ariett Business Solutions, Inc. http://www.ariett.com • 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

Custom Development

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.

Navision

Solomon

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Implementation Services Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help ďŹ ll your sales pipeline. Tornado Marketing, Inc. http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing oers high-impact, highly eective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

Customer Relationship Management

Retail Management System

Point of Sale

Member Organizations

Recruitment Services

Social Media

Dynamic Communities

Nigel Frank International

The Partner Marketing Group

http://www.dynamiccommunities.com 877-324-8880 Microsoft Dynamics User Groups - AXUG, CRMUG, GPUG, NAVUG The User Groups are independent communities that empower Microsoft Dynamics users to connect, learn and share experiences to improve their use of and ROI on their solution. User & Partner memberships are available.

http://candidate-search.nigelfrank.com/tpl 212-731-8282 NEW: Microsoft Dynamics Candidate Search Browse through over 5,000 hand-picked and vetted Dynamics candidates at no cost or obligation. Get access to high quality candidates that are ready to be interviewed.

http://www.thepartnermarketinggroup.com 732-237-8795 Buttery Publisher Join Dynamics partners on Buttery, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eective!

OnDemand Trials

Sales Tax Management Service

Avalara, Inc. Rose Business Solutions, Inc. http://www.goERPcloud.com • 855-ERP-CLOUD NEW: ERP Cloud Trials Test drive preconďŹ gured Microsoft Dynamics AX, GP, NAV, and CRM demo environments with integrated ISV solutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

Partner Support Service

Plumbline Consulting, LLC.

SharePoint Development Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

Software Development Consulting United ERP, LLC http://www.unitederp.com • 201-567-6315 Royalty Accounting Software AXIP monitors your Royalty Lifecycle from contracts, product dvlpmt approvals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, forecasting & business intelligence.

Training

Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

Writing/Documentation Services The Partner Marketing Group

Accolade Publications, Inc. http://www.accoladepublications.com 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.

http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

SERVICES

SERVICES

http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your oerings. 25+ yrs.

http://www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics.

Upgrades

KEY:

Axapta

Great Plains

Navision

Solomon

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Introducing The List MOBILE Now you can get The List To Go! Search for the products and services you need with the new Mobile version of The List! Add it to your home screen from: www.thelist-mobile.com www.thelistmobile.com

Search by keyword, or ďŹ lter by Microsoft Dynamics product line, Industry, Horizontal or Service oerings with the new Mobile version of The List!

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