Fall 2013 t www.NAVUG.com
Pitch the paper clips.
Go beyond the electronic file cabinet and experience the amazing efficiencies of Paperless ERP from MetaViewer. From AP to AR and HR to the CFO— everyone can share in the benefits of 100% paperless transactions. MetaViewer gives you paperless invoice and order capture with OCR, automated workflow, real-time visibility and full Microsoft Dynamics ® ERP integration. In Paperless ERP, nothing compares to MetaViewer. So pitch the paper clips and visit www.metaviewer.com/for-Microsoft-Dynamics.
"9 t (1 t 4- t /"7
Premier Sponsor Booth #513
contents
TA BL E OF fall 2013
topic on
18
Fall 2013 t www.NAVUG.com
Altec . . . . . . . . . . . . . . . . . . . . . 28 Beck Consulting. . . . . . . . . . . . . 9 Datahaven. . . . . . . . . . . . . . . . . 52 Flintfox International Limited. . 4 Gorilla Expense . . . . . . . . . . . .34
1|
2|
Getting the opportunity to work with others towards a common goal. Everyone has ideas on how something should be done, and without working collaboratively, we can find ourselves with tunnel vision, forgetting to look multiple aspects at within one decision. For example, how does this decision affect warehouse functionality versus accounting? Are we making the process too labor-intensive just to put controls into place?
The roll-out of an Microsoft Dynamics organization-wide NAV system core processes and its across EMEA including each country’s regulatory localizations.
Right now that would have to be our monthly financial statement package. division controllers, Our corporate financial analyst, CFO, and I have worked on different aspects closely of our closing process to be able to effi ciently report our monthly results. We are constantly looking for ways to create better communication and reporting between the divisions and corporate to create a comprehensive reporting package for 35 companies worldwide.
3
Nissin Foods (USA) CO.,INC. Rharitoonian@niss infoods.com MIS/IT manager
4|
2 | Veronica Woo
AMCOL International Veronica.woo@am col.com ERP Enterprise Manager
Working with others to work through problems and projects and get the best results.
1|
valuable aspect
of collaboration
The ability to gain practical knowledge and apply what you to learned.
?
2| 3|
We reached out to NAVUG™ Member pick their brains s to these question on s:
4 | Sydney Stroyer
NAVUG Magazine
4|
What’s the most
I’m not sure I can focus on one time; we use collaboration between departments lot in our company. a
3 | Amanda Hansen
Ellsworth Corporation Ahansen@ellswo rth.com Global Finance Controller - Corporate
NAVUG Magazine
mean to you?
Networking and sharing ideas with others to achieve common and clearcut goals.
It stimulates new ideas, solves problems, enhances distributes expertise. teamwork, and allow collaboration The goal is to to propagate naturally and hence feed off the culture of the organization.
3|
3|
Bally Technologies Stroyers@ballyte ch.com INTL Supervisor
4|
It enhances teamwork and distributes expertise. The people involved, because each brings something team member different to the it is expertise table, whether in writing project plans and scopes, organizing of the project as it occurs, execution of the final product, or even just the contributed ideas that are during planning and brainstorming sessions.
It allows multiple people to bring ideas to the table and then together work through best practices come up with to a group decision.
Spring 2013
AGE TO 20
2|
2
4 1 | Ruben Haritoonian
IT TAKES A VILL
ABC Computers, Inc. . . . . . . . 37
Features 8 User Member Showcase
What does collaboration
best particular success story but rather multitudes of success stories in which all stems from working with others cohesively. In a collaborated effort, the success is being able to work with others in such a way that allows your own intuitive ideas to truly thrive with other great ideas. Any successful projects usually involve these three principles when working with others, in my opinion. #1, define and focus with exact deadlines. on clear-cut goals #2, communicate with each other clearly and freely eliminating any while distractions. #3, stems from #2, and that is eliminating road blocks by any reacting to these changes quickly and effi ciently.
1
from The Partner Channel
Advertiser Index
What’s your best story? That is, collaboration success what did you achieve you wouldn’t have that necessarily had it not been for collaborationachieved ? 1 | I do not have one
Members
COLLABORAT E
In Every Issue 5 From the Director 6 News 10 Events 11 Welcome to Our New Members 15 Name That Photo Contest 23 Word Find 25 Find the Logo Contest 29 Academy Corner 39 The List,
...with NAVUG
19
by Kerry Rosvold illustration Matt Mastrud
B
ack when she was First Lady, former Senator Clinton wrote and Secretary a book titled of State Hillary “It Takes a Village” takes all people Rodham . The book was in a community, essentially about not just the core principles within how it family, to raise our own NAVUG™ a child. We see support each community, where similar other, nurture it takes a village strive to provide our networks, to continually our companies and improve with the best choice, Microsoft our knowledge possible business base as we all Dynamics NAV. solutions using In the five years our ERP system I’ve been actively of how this village involved in this of Users community, I’ve seen some amazing I know two controllerscollaborates to solve business examples of problems for who met through their companies. every year. One NAVUG who year, one controller have bartered next year, the taught the other knowledge back other controller and forth traded information how to use and enhance account that, they exchanged about intercompany schedules. Th information on e two Users finding consolidation. budgeting. Th The year after is tradition has ways to enhance continued every their use of Microsoft brainstorming year, with ideas. Dynamics NAV Through sessions by trading informationthese at and difficulty in creating a past NAVUG Forum, a number of a suitable business Users voiced to pay vendors. process for correctly concerns This group worked using EFT (electronic about having to get it done. together over the following Two of those funds transfer) year, exchanging Users presented shared how they information on a Customer Showcase solved the challenge how at the next NAVUG Every year, more for their companies. Forum and than 100 volunteers at large. These collaborate to webinars include provide ongoing presentations formats, allowing webinars to the on specifi the User group business challenges. participants multiple opportunitiesc topics as well as interactive discussion Time and time every month other immediately again on these to assist each webinars, I hear other with if examples of Users phone calls, helping they can, and if they can’t, they follow up who help each to make connections with each other Recently, NAVUG until questions through email has been reaching are answered. or Users in other out internationally countries. Th , searching for ey made a foray January of this ways to collaborate into the international year by going with to Rome, Italy, in November. and will be returning community for the first time This event will in continue the to another international expanding the work of growing village to the event international the User group the information community, and in other countries, and help each creating new other. ways for all of As an active blogger in the us to exchange Microsoft Dynamics launch of the new NAVUG community, I’m Collaborate tool. particularly excited gives us a “home By incorporating base” where we about the social media can update each questions, and into a platform connect and build other on educational that our networks, of the village is made possible. NAVUG has created events, answer each other’s another place Every person where the work who participates makes the community each participant benefits. stronger, and with a stronger So why do they community, do it? What could of their own and possibly possess families and lives a group of people there are a few to invest time who all have to volunteer their reasons: full-time jobs time to help other Users? I think
Fall 2013
21
Tillamook County Creamery Association
12
Tips & Tricks Tips from the NAVUG Ask the Experts Webinar
16
Member in Action Lighthouse for the Blind
Lanham Associates . . . . . . . . . 24 MetaViewer from Metafile . . . . . 2 Microsoft Convergence 2014 . . 31 TARGIT . . . . . . . . . . . . . . . . 26-27 Tribridge . . . . . . . . . . . . . . . . . .38
Magazine www.NAVUG.com
18 20 30
On Topic with NAVUG Members It Takes a Village to Collaborate Handing Over the Reigns NAVUG Chairman Transition
32
VAR Partner Member Showcase Partner Power International
35
5 Minutes with NAVUG’s Volunteer of the Quarter Steve Chinsky
36
A Family Affair
Fall 2013
3
Collaboration = Solutions Mark Rhodes
F ROM T H E
director
I
like collaborating. There, I said it. Do you? That’s ultimately what NAVUG™ is about. Whether it’s one Member collaborating with another on the pros and cons of actual inventory cost versus standard, or a member of the Microsoft product team collaborating with NAVUG to gain feedback toward Sicily (the code name for the next version), we collaborate. Columbus collaborated with the Spanish monarchy to re-discover the new world. Ronald Reagan and Margaret Thatcher collaborated to pressure Gorbachev to take down the Berlin wall. In a word, collaboration is about solutions. It’s not a new concept, but it’s interesting to me that in the age where you can find the answer to almost anything on the Internet, collaboration seems more important than ever. I believe the catalyst is two-fold: It’s incredibly easy to collaborate via constantly emerging tools and channels, yet we have less time to figure out solutions. The discussion has changed from, “Should I?” or “How?” to “What method is most efficient/effective?” Whether searching online, posting a question somewhere, or attending an in-person event, you have to be prepared and targeted. And that’s why NAVUG provides multiple options for collaboration: this magazine, NAVUG Forum, 100+ webinars a year, in-person local chapter meetings, 50+ online Academy classes, the membership directory, the Partner Solutions directory, and several more. And recently we unveiled NAVUG Collaborate (catchy title, eh?) – a new, fun way to post questions, get answers, share resources, and enable you to further target your collaboration. Make sure you log in and see all the great interactions and collaboration going on at http://community.NAVUG.com. Lately I’ve been collaborating with our new NAVUG Program Director, Sherry Linares. Sherry is a long-time Microsoft Dynamics NAV User and NAVUG Member, and I’m very excited about the energy and ideas that she brings to NAVUG. Please join me in welcoming Sherry to our community, and I encourage you to connect with her on Collaborate. We want to continue evolving our support of your collaboration efforts. If there’s a way we can help you find solutions more easily, let us know. Happy collaborating,
Mark Rhodes Director of Member Value
Fall 2013
5
news Community News Calling all Users! Do you have news you’d like to share in the next issue of NAVUG™ Magazine? Simply email it to News@ NAVUG.com and we’d be happy to share it here!
6
NAVUG Magazine
SilverBirch Hotels & Resorts Properties Earn Accolades SilverBirch Hotels & Resorts is proud to announce that six of its hotels and three restaurants have earned the prestigious TripAdvisor® Certificate of Excellence award. They include: Residence Inn® by Marriott Vancouver Downtown; Harbour Towers Hotel and Suites; Radisson Hotel Edmonton South; Radisson Hotel Saskatoon; TownePlace Suites® by Marriott Mississauga; Airport Corporate Centre; Hilton Montreal Bonaventure; Aroma Mediterranean Resto Bar, at the Radisson Hotel Saskatoon; Mayfield Dinner Theatre, Edmonton; and The Fish House in Stanley Park, Vancouver. “We’re very proud that travelers have awarded us such high marks through TripAdvisor,” said Steve Giblin, president and CEO of SilverBirch Hotels & Resorts. “We are committed to delivering exceptional guest services, and the positive reviews and awards for nine of our properties reflect the work of our dedicated teams across the country.” The Certificate of Excellence award celebrates hospitality excellence and is only presented to businesses that consistently achieve outstanding traveler reviews on TripAdvisor. To qualify for the award, businesses must maintain an overall rating of four or higher as reviewed by travelers on the travel website. Only the top performing 10 percent of businesses listed on TripAdvisor receive the award.
Music Together Reaches Out Music Together continues to gain popularity in Elkhart County, Indiana, where the Goshen College Music Center offers and promotes its family classes and Music Together Preschool throughout the county. Discussions are underway with a broader county educational initiative, too, with the goal of using Music Together classes to increase parent/child engagement. “Music Together for Elkhart County” hopes to offer one free family class to every child born in the county, to be followed by sliding-scale scholarships for ongoing accessibility. Learn more through a video at www.musictogether.com/WhatsNew.
Stonewall Kitchen Wild Maine Blueberry Jam Sent on Space Mission Stonewall Kitchen Wild Maine Blueberry Jam flew to space in June; it was scheduled to ship to the International Space Station (ISS) on the space cargo vehicle designated as HTV4. The jam was one of the food items the ISS astronauts ate while flying around the world in low Earth orbit. “It’s such a wonderful opportunity to have our jam, a delicious taste of Maine, sent to space,” said Janine Somers, director of marketing for Stonewall Kitchen. In order to send the jam into space, NASA requested the Stonewall Kitchen research and development team source alternate packaging as the company’s standard glass jar was not permitted. “Our Wild Maine Blueberry Jam is produced in a glass jar, but for safety reasons, we couldn’t send glass into space. We also needed to find a suitable replacement that could withstand our hot fill required for shelf stability,” said Janine. “Our R&D team sourced a natural polypropylene container and used a metal plastisol lined cap. Since this is not our standard packaging, we put our label on the front of the package to make it look like it’s from home. We loved creating a custom jam for space travel.”
Regional Chapter News Midwest Regional Chapter Holds Successful Annual Meeting The well-attended annual meeting of the NAVUG™ Midwest Regional Chapter took place in Waupaca, Wisconsin on May 22. A welcome reception held the prior evening enabled Members to gather and reminisce with other Members both tenured and new to NAVUG. The next day began with fun-filled introduction lines and the exchange of business cards amongst Members. In the timed icebreaker, Members found out as much as they could about another organization while sharing highlights of their own companies and roles. It was a wonderful way to meet and greet people. In fact, if it had been the only component of the annual meeting, Members
would have met their objectives of meeting other Members that share the same business challenges as they do. At the meeting, Members were given a sneak peek of NAVUG Collaborate. The exciting announcement was well received, with Members looking forward to an additional resource for learning and sharing. The day’s learning sessions included: Deep Dive into Reporting, Budgets for Microsoft Dynamics NAV, OData: What Is It and How Do We Use It, Ask Your Peers, Web Services, Microsoft Dynamics NAV 2013 Overview, Service Management/Manufacturing, Tips and Tricks: Share Your Favorite, and sponsor sessions. Table topics during the lunch hour enabled discussions on a specific topic or industry and helped ensure that every moment of the annual meeting counted. Thank you to Scott Rose and Trish Boccuti who planned and organized the event. Also, a big thank you to all the sponsors that helped make the meeting possible: ABC Computers, CCH, ChargeLogic, Datahaven for Dynamics, Equisys, Fastpath, Jet Reports, Lanham Associates, Mergetool.com, Sologlobe, and TARGIT. NAVUG
Fall 2013
7
Tillamook Country Creamery Association
From the Dairy Farm to the Supermarket, Microsoft Dynamics NAV Provides Better Inventory Management, Costing, and Flavor COMPANY Tillamook County Creamery Association HEADQUARTERS Tillamook, Oregon INTERVIEWEE Dave Wiser, Enterprise IT Product Manager EMAIL Dwiser@tillamook.com WEBSITE www.tillamook.com ESTABLISHED 1909 NUMBER OF EMPLOYEES approximately 650 MICROSOFT DYNAMICS® NAV USER SINCE 2009 NUMBER OF USERS 100 NAVUG™ MEMBER SINCE 2009
8
NAVUG Magazine
M
ore than a century ago, a group of dairy farmers along the Oregon Coast banded together to form the Tillamook County Creamery Association (TCCA), a cooperative driven by the mission to enable small operations to pool resources in order to put out a superior product. Even though the operation is much larger today than it was in 1909, Dave Wiser, Tillamook’s enterprise IT product manager, says that quality still trumps size. The association is made up of just more than 100 member farm owners who act as shareholders. The main purpose of the association is to take in milk from the farms and make cheese and ice cream. The numbers, while dramatically smaller than mega brands, are impressive: Each year, Tillamook transforms approximately 1.8 billion pounds of milk into 150 million pounds of cheese and 4.5 million gallons of ice cream. Butter, sour cream, and yogurt are made in smaller quantities. Tillamook employs nearly 650 people at its manufacturing plants in Tillamook and Boardman, Oregon. The Tillamook brand is perhaps most well-known for its award-winning naturally-aged cheddar cheeses, which are shipped from distribution centers in Oregon, Idaho, Utah, and Illinois. Dave joined TCCA at the end of 2009 as controller in the accounting department.
Equipped with his ERP implementation experience, he joined the core Microsoft Dynamics NAV team, which was already well on its way to deploying Microsoft Dynamics NAV, which went live March 1, 2010. “Our main role was to combine not only our financials, but also manufacturing and inventory control processes as well,” Dave recalls. “They were disparate systems, and we wanted to use common data among all of those areas. We wanted to bring those processes into a common system for better control and costing of inventory and a better view of processes overall. We wanted a more streamlined operation, more control, and the ability to do better forecasting.” Costing has been an issue, but not because of the technology. “The way cheese is costed is difficult because as it sits on the shelf, it changes form,” Dave explains. “Making one thing and selling another is a challenge from a process point of view.” Inventory management, however, is much improved since the Microsoft Dynamics NAV deployment. The view throughout the organization is better, consistent and accurate data is being used for more informed decisions, and data on quality testing – which is critical in a business with food products at its center – is being leveraged more strategically. “We can create certificates of analysis and conduct cause-
showcase USER MEMBER
and-effect studies, which in some cases we’ve been able to use to correct processes that were problematic,” Dave says. On the manufacturing side, TCCA is working with a Partner to customize the manufacturing resource planning (MRP) module of Microsoft Dynamics NAV with the goal of using the module to better manage raw materials, such as ice cream flavoring. “We’re hoping to save costs by not having inventory we don’t need,” he says. “I also believe this will help us save on floor space. Plus, since we’re dealing with food products, this should help us reduce loss of raw materials to spoilage.” While Dave has plenty of ERP experience, he still relies on the insight provided by other IT pros for guidance and inspiration. Tillamook joined NAVUG™ shortly after going live in 2010. Dave first attended NAVUG Forum that fall, a gathering he says never fails to be incredibly valuable in terms of learning how to make the most of Microsoft Dynamics NAV. At the same time, based on the success of chapters in other regions, he wanted to get something up and running in the Pacific Northwest. “Regional groups are great because you can network with people in
your own backyard,” Dave says. “Many of them are having the same issues you are, so they can help. Plus they’re a great sounding board. And it cuts down on travel time and costs.” The group’s initial meeting, attended by 30, was in Seattle; the second, which took place at Microsoft’s office in Portland, Oregon, drew about 50. The group voted to meet twice a year, once in each city, gathering for six or seven hours so that people don’t need to spend the night away from home. Dave says he wants to fold in topics from Forum since not everyone attends the event and include a Customer showcase and plenty of time for Q&A and networking. Dave is pleased with the Pacific Northwest Chapter so far. “It’s a very intimate group,” he says. “We interact very easily with one another because we’re all there to exchange ideas.” At the same time, he’s always looking for additional Members and input on how to make the Chapter even more useful. “As we mature, what’s the ultimate end game for the Chapter?” he says. “What do we want it to look like?” If you have ideas or would like to learn more, contact Dave at Dwiser@ tillamook.com NAVUG
Fall 2013
9
events The event calendar on www.NAVUG.com and the weekly NAVUG™ newsletter are your best sources for the latest NAVUG event information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting NAVUG event.
Special Interest Group (SIG) Sessions SEPTEMBER 25 – Finance
Academy Courses AUGUST 14 – Managing Fixed Assets in Microsoft Dynamics NAV
Workshop Sessions
Conferences
AUGUST 15 – Microsoft Dynamics NAV 2013 RapidStart
NAVUG ACADEMY PRE-CONFERENCE TRAINING
Deployment Tips & Tricks AUGUST 20 – Living with Microsoft Dynamics NAV Under
October 21 | Tampa Convention Center | Tampa, Florida www.NAVUGforum.com/pre-conference-training
Sarbanes-Oxley AUGUST 22 – NAVUG Forum 2013 Preview
NAVUG FORUM 2013
SEPTEMBER 10 – Partner Showcase: Flintfox – Are You
October 22-24 | Tampa Convention Center | Tampa, Florida
Limited by Microsoft Dynamics NAV Trade Agreements? SEPTEMBER 11 – NAVUG Forum 2013 Preview SEPTEMBER 12 – NAVUG Orientation Workshop SEPTEMBER 12 – Ask the Experts: Accounts Receivable SEPTEMBER 17 – Partner Showcase: Are You Ready for Your Next Audit in Microsoft Dynamics NAV? SEPTEMBER 24 – Partner Showcase: Serenic HCM – Payroll and Human Resources for Microsoft Dynamics NAV SEPTEMBER 26 – NAVUG Forum 2013 Preview OCTOBER 29 – Ask the Experts: Finance
10
NAVUG Magazine
www.NAVUGforum.com
members
W ELCOM E TO OUR NEW
This quarter we’re featuring Lile International Companies, a new NAVUG™ Premium Member, sharing a little about who they are and what they do. We’re glad to have Lile as part of NAVUG!
Lile International Companies provides moving, storage, and relocation services worldwide and is headquartered in the Pacific Northwest. The organization was founded in 1959 and is currently owned and managed by sisters Barbara Lile and Diane DeAutremont. Lile is ranked as a top 10 North American Van Lines Agent, has received numerous awards for safety, and is certified by the Women’s Business Enterprise National Council as a women-owned business with 11 branch locations. “We are in the process of reimplementing Microsoft Dynamics NAV, moving from Microsoft Dynamics Navision 2.0 to Microsoft Dynamics NAV 2013, and we were thrilled to find NAVUG,” says Julie Burdette, Microsoft Dynamics NAV programmer for Lile. “We opted for the Premium membership with NAVUG so we could have access to everything they offered. We have been utilizing all the resources and have been extremely happy with our membership decision.” Welcome to the new Members who have invested in NAVUG Premium membership! At press time, the group’s grand total of Member organizations is 1,261. Each new Member adds value not only to their own organization, but also to the entire NAVUG community as they share their knowledge and experiences. Please note that these organizations have given NAVUG permission to share their name publicly.
Premium Members Added Last Quarter Aquatera Utilities Inc. AutoBinck Information Services Bayou Well Services Bejo Seeds Bejo Zaden Berner Fachhochschule Cacique Care-A-Lot Pet Supply Cherry Growers, Inc Data Media Associates Faculty of Economics and Business, University of Maribor Fomento Ocupacional FOC SL Furukawa Roch Drill USA Garaventa Enterprises
Global Tax Network HAAGA-HELIA University of Applied Sciences Harlan Estate Winery Intercomp Company IPG Photonics Corporation KHLim Kinsey Archery Landesinstitut für Schulentwicklung Mälardalen University Modern Grouip Petro Energy, LLC Saint Leo University Sexy Hair Concepts
Sidewinder Drilling, Inc. Silesian University in Opava, School of Business Administration in Karvina Single Source, Inc SuperPharm Limited Swift Industrial Power Inc Turku University of Applied Sciences Universidad de Guadalajara CUCEA Universitaet Stuttgart University of Ljubljana Faculty of Economics
Again, thank you for your contributions, and welcome to NAVUG! If you, too, want to explore the benefits of NAVUG Premium membership and take advantage of membership opportunities, simply visit www.NAVUG.com > Join NAVUG. Our Premium Members are the lifeblood of our organization and enable us to continue to provide valuable networking, educational events, and solutionspecific programming.
NAVUG
Fall 2013
11
T T & TIPS & TRICKS
Q
&A
Ask the Experts TIPS FROM THE NAVUG ASK THE EXPERTS WEBINAR
N
ote from NAVUG™: There were several great tips and tricks discussed in the NAVUG Ask the Experts – Finance webinar, held April 23 and hosted by Steve Chinsky of Quidsi, Inc., Amanda Hansen of Ellsworth Corporation, and Kerry Rosvold of Augsberg Fortress.
Cutting Blank Checks Q: What is the most efficient way to void a blank check through the A/P system if you want to just send a blank check to a check printing vendor yet still document it through the system for audit trail purposes? A: Cut the check in your “Play” or “Test” system because then you’re not affecting any of your outstanding accounts payable transactions. You receive a check that is not valid, yet it can still be sent to the bank for their testing of the microfont or to a vendor who needs to see a voided check. Another option would be to do it in your live system and print it for $0.01 to any vendor. Create an invoice, cut the check, and then financially void that check. You’ll end up with $0.01 on your A/P. Create a credit for that cent and offset the two. The final option is to print the check on plain white paper. Next, take the check stock that would have been used and void it in the system. Now you have a blank check with the check number it will show voided in the system.
12
NAVUG Magazine
Resource vs Service Module Q: Could you give me a general overview explaining the difference between the Resource module and the Service module? A: The Service module is the best module if you truly have a service element to your business. It’s a great tool to schedule both repairs and maintenance on fleet service. You want to record the workers who do the repairs, track it, and have a dispatch board. You can actually have contracts to do repair and maintenance. The best example is selling service to Customers to maintain the products you sell them, such as a warranty or service contract. It will do the auto billing for you on a monthly/quarterly/yearly basis; however, you schedule the billing cycles. The Service module keeps track of the warranty, what’s billable, and what’s not billable according to the warranty – what’s in plan or out of plan. The Resource module is for charging people’s time. You charge a person’s time through a sales invoice. You set up people as resources; then set up a billing rate. You will need to set up Resource anyway if you do the Service module because Resource stores the people. You put in their cost, their markups, and so on to properly do the billing. You can also have regular sales pricing based on your customer agreements for the time, and of course parts as well if you sell parts to do the repairs and maintenance in the service
contracts. It’s two different worlds: Resource needs to be set up to make Service work because of the people side. Without the process, you’ll never know the actual time/effort put in by people to know the actual expenditure on the cost side to figure out what profit was made.
Depreciations Q: We have the Fixed Assets module and for normal fixed assets, we set up the assets and start depreciating. For a capital lease, we need to make lease payments, and we’re having trouble getting the depreciation correct. When we’re making payments against a capital lease, how do we relieve the liability? A: We do not have the right experts on the call today; however, a great resource you might try is a website called www.msdn. com (Microsoft Developers Network). Look in the library menu. Many great end User resources are detailed yet practical about how to do the process. A possible option is to set up an invoice in A/P and make partial payments against it and leave the asset alone. You would set up the fixed asset at the outset when you create the fair market value of the asset and create an amortization schedule for purposes of the capital lease. Use the Fixed Assets module to set it up first. One side would be the Fixed Assets; the other side would be a liability on the balance sheet. The payments would pay a portion against the liability and a portion against interest – against the invoice set up in A/P. So, you split the invoice and the fixed asset stands alone and receives depreciation.
and you’ll see all the individual invoices paid as well as the check amount. You want to treat it as a query against the vendor by filtering the information. Another option would be to use reporting capabilities, such as SQL Server. You could also ask your Partner to customize and design a pretty simple report for you by using a reference on the vendor ledger entries and allowing you to define a range for the check numbers. You can also tie the GL register to the new ledger payments. You can navigate on the register and find the range of register transactions covered on the check run. You can filter the information to receive the payment journal information. The report doesn’t give you the vendor ledger information unless you deal with SQL and attach the vendor ledger details. But for just a simple ad hoc report, you can start with GL ledger and tie it to the vendor ledger entry table.
...a great resource you might try is a website called www.msdn.com (Microsoft Developers Network).
Vendor Payment Reports Q: After a check run is completed, is there a report we can go back to in order to print a listing of all the invoices paid for each check cut? A: Generally the process would be from the history on the vendor. So, if you’re looking for the remit information (all the invoices paid with each check), go to the vendor card and drill down on the invoices field, and you should have a line for each invoice included on the payment. Filter the document number as the check number,
Non-item Specific Charges Q: What is the best way to set up a non-item specific charge (e.g. wire fees) for our Customer service representative to use? We currently insert the GL code when entering an order. A: Try setting up a Resource. You could set up your own posting group, which tells the system where to post both the sale as well as any cost associated to the transaction. In addition, with Resource, you can make the code easy for your Customer service team to manage. If you already have a posting group set up that will put the item in the correct GL account, you can piggy-back on another posting group as all posting groups are in the same tables.
Closing Processes Q: We haven’t done many of the closing processes for inventory in A/P, primarily reconciling A/P to G/L. If I start using these processes immediately, will it post a bunch of stuff to the G/L or do I need to test it in a test data base? We have never closed an inventory period and began using it in 1999. We are not on Microsoft Dynamics NAV 2009.
Fall 2013
13
A: I would only suggest the process if you have an exact replica in your test system. Don’t try in your live system without testing. If you run the Adjust Cost regularly, that’s half the battle; the other half of the battle is closing inventory periods after you run the Adjust Cost. You will have things post back to the beginning of time. The question is can you isolate the transaction so that you can reverse it and actually fix it. It’s hugely risky and has some pretty big consequences. If you have a really good test system where you are confident, it’s the same data as the live system. Give it a try and confirm the results. You will need to open your GL back to 1999; next, you’ll want to be able to find the differences in order to reverse the transactions. The big question would be what is the financial impact posted to the current period versus reversed information? You will need to go period by period, go back to the first month, run it, go to the second month, run it, and close the inventory periods one by one until you end in 2013. What we’ve done in the past is close all the inventory periods left open and post all the transactions in the current period. Run the trial balance before the process, and run a trial balance after, and make sure there are no other transactions, and make one big journal entry for the differences.
shipments already posted, whereas Adjust Cost will find and update the information. If you receive an item that has already moved all the way through the system without a standard cost and you want everything to be reflected correctly, it won’t be caught until you do the Adjust Cost.
Line Limits in Excel Q: We’re using Microsoft Dynamics NAV 2009 RTC and would like to export data to Excel, but it’s limited to 5,000 lines. What is the best way to get past that issue? A: We know exporting information out of the RTC has been challenging, and many issues seem to be solved with Microsoft Dynamics NAV 2013. Most of our membership really hasn’t moved yet even though people seem to be actively planning to move forward. Some of those interim solutions are critical to share among the membership. We do have some instructions on how to change from 5,000 to 150,000 lines by going into the config file and opening the notepad. It’s a little technical, so we’ll send the instructions out to you. (Note: these instructions are posted, along with the recording of the webinar, on NAVUG.com)
We know exporting information out of the RTC has been challenging, and many issues seem to be solved with Microsoft Dynamics NAV 2013.
Adjust Cost Routines Q: We’re on standard cost so we do a standard cost worksheet, suggest items to standard cost, and do a reevaluation journal as needed. Is our process considered an Adjust Cost routine? A: No, with average cost, the Adjust Cost routine being run regularly and the inventory period being closed in tandem would be really important. Why? Because it’s hitting all of your transactions within the open period and looking for changes. So it behaves in a challenging way if you’re not following a strict routine and maintenance process. An Adjust Cost can be run at the end of every day before doing invoicing because your standard cost and reevaluation journals aren’t going to catch transactions like
14
NAVUG Magazine
Negative Remaining Quantities Q: We have a negative remaining quantity in inventory, although the actual inventory balance is positive. Something is occurring: positive transactions are not appropriately applying to open negative transactions. A: Two things can be causing the challenge: Do you have multiple locations set up, or do you have your stock keeping unit set up in conjunction with those locations? Start with stock keeping. If you have multiple locations, look to see if you’re missing stock keeping units in each of the locations. Check to see if the wrong locations are being used when doing transactions. If you have a fixed reorder quantity, make sure you are making the changes appropriately on all of the SKU cards if you make a change to your ordering amounts for the item. NAVUG
contest NAME THAT PHOTO
NAVUG™ Members were on trend at Convergence 2013 with their rendition of the Harlem shake. Lee Weiner, former NAVUG chairman, also brought out the hotdog costume for one last hurrah.
Congratulations! Congrats to CONRAD KELM from WESTERN ARCHRIB for winning last issue’s contest with the submission of “Okay, everybody on that side of the room say ‘Heeeeey’. Now everybody on this side of the room say ‘Hoooooo’.” Conrad – your prize is in the mail!
Fall 2013
RESULTS
What would you name this photo? Simply email your submission to Captioncontest@NAVUG.com. The winner’s submission will be printed in the magazine’s next issue.
15
NO LONGER SWEATING THE
Small Stuff A
s director of sales and marketing for a manufacturer, Brian Houser’s focus is on the bottom line. But as an employee of Lighthouse for the Blind, a 501(c)3 nonprofit driven by the mission to assist individuals who are legally blind maintain dignity and independence by making available employment, education, and services, he’s motivated by much different factors, even after more than 10 years with the organization. “My position has a warm and fuzzy feeling to it that you’re simply not going to find with 99.9 percent of the other sales and marketing positions out there,” he says. “When you see people with a sight disability come into work every day, on time, navigating the building without any help and feeling happy to have a job, and one they perform well, you simply stop sweating the small stuff. Since I’ve been at the Lighthouse, things that used to stress me out simply aren’t that important anymore.
16
NAVUG Magazine
Our employees’ positive attitude and commitment to their job just makes me feel good and want to bring in more opportunities to offer more jobs.” Feeling good combined with serious business is a recurring theme at Lighthouse for the Blind. While the unemployment rate for people with degrees and full sight averages to about eight percent nationally, the rate for those who are blind and legally blind is a whopping 70 percent. The mission of Lighthouse for the Blind, at the most fundamental level, is to help people make the transition from being a recipient of publicly funded services to being a taxpayer. To do this, the organization manufactures a seemingly eclectic range of products that includes aerosol paints and primers, aerosol and liquid cleaners, dog repellant for the postal service, contract packaging for medical kits and devices, male external catheters for the Veteran’s Administration, and paint created exclusively for the U.S. Forest Service, who use it to mark trees in the various national forests. Brian adds that “while most people refer to their organization’s portfolio as a product mix, I refer to it as a product mess.” Government and military entities comprise 85 percent of Lighthouse for the Blind’s customers, with most products sold through General Services Administration and Defense Logistics Agency.
action
MEMBER IN
A Significant Payback One aspect of his work that Brian says he feels particularly good about is a study conducted by the National Industries for the Blind, which determined that for every dollar spent on products and services manufactured by organizations such as Lighthouse for the Blind, $3.33 is returned to the customer via decreased transfer payments, such as Medicaid and Social Security Disability Income, and increased income and FICA taxes, thereby saving taxpayers money while fulfilling an important social mission.
Lighthouse Gives Back Lighthouse for the Blind’s 2013 investment in community programs is $1.5 million. The investment occurs in many ways, one of which is by supporting 15 community enrichment programs for the blind in Missouri and southwestern Illinois. Some programs offer camps with activities such as rock climbing and other sports while others focus on helping people become more confident in independent living skills such as banking, laundry, and cooking. One program sends youth to space camp in Huntsville, Alabama where they participate in various activities including simulated space missions using Braille mission instructions, as well as Braille labeled switches, buttons, and levers.
Keeping it Running To keep the operation running smoothly, Lighthouse for the Blind deployed Microsoft Dynamics NAV in March 2012. Much of the
functionality it relies on in the solution for is typical of companies in the manufacturing industry. It’s used for finance and accounting, order entry, shipping, billing, planning, routing, bills of materials – essentially the entire manufacturing process. But the product has distinguished itself for Lighthouse for the Blind in numerous ways. First, it’s compatible with other popular Microsoft products. Since the screens are familiar and more simply laid out, they are easier for people with vision impairments to navigate. The solution also works better with screen magnifying and screen reading technology than the company’s previous software as well as other software considered before choosing Microsoft Dynamics NAV. Finally, the auditors like it. “The auditors were expecting a mess, but we’re in better shape than any organization they’ve seen before that just went through a transition to a new ERP system,” Brian says. “That’s because of our work, our Partner, and the technology.”
Joy of Working Lighthouse for the Blind employs people who are blind or legally blind at all levels, from the manufacturing floor – where employees earn prevailing wages – to the sales team. While his position is like many other jobs in that some days are better than others, Brian says that even after a decade he has yet to wake up dreading going to work. “Work is like a social network here,” he says. “People meet other people who have similar issues and challenges, and together they help each other solve them. So it’s a very social environment, almost like a family.” NAVUG
Fall 2013
17
topic on
...with NAVUG Members
1
2
4 3
1 | Ruben Haritoonian Nissin Foods (USA) CO.,INC. Rharitoonian@nissinfoods.com MIS/IT manager
2 | Veronica Woo AMCOL International Veronica.woo@amcol.com ERP Enterprise Manager
3 | Amanda Hansen Ellsworth Corporation Ahansen@ellsworth.com Global Finance Controller - Corporate
4 | Sydney Stroyer Bally Technologies Stroyers@ballytech.com INTL Supervisor
18
NAVUG Magazine
What’s your best collaboration success story? That is, what did you achieve that you wouldn’t have necessarily achieved had it not been for collaboration? 1|
2|
3|
4|
I do not have one best particular success story but rather multitudes of success stories in which all stems from working with others cohesively. In a collaborated effort, the success is being able to work with others in such a way that allows your own intuitive ideas to truly thrive with other great ideas. Any successful projects usually involve these three principles when working with others, in my opinion. #1, define and focus on clear-cut goals with exact deadlines. #2, communicate with each other clearly and freely while eliminating any distractions. #3, stems from #2, and that is eliminating any road blocks by reacting to these changes quickly and efficiently. The roll-out of an organization-wide Microsoft Dynamics NAV system and its core processes across EMEA including each country’s regulatory localizations. Right now that would have to be our monthly financial statement package. Our division controllers, corporate financial analyst, CFO, and I have worked closely on different aspects of our closing process to be able to efficiently report our monthly results. We are constantly looking for ways to create better communication and reporting between the divisions and corporate to create a comprehensive reporting package for 35 companies worldwide. I’m not sure I can focus on one time; we use collaboration between departments a lot in our company.
We reached out to NAVUG™ Members to pick their brains on these questions:
What does collaboration mean to you? 1|
Networking and sharing ideas with others to achieve common and clearcut goals.
2|
It stimulates new ideas, solves problems, enhances teamwork, and distributes expertise. The goal is to allow collaboration to propagate naturally and hence feed off the culture of the organization.
3|
Getting the opportunity to work with others towards a common goal. Everyone has ideas on how something should be done, and without working collaboratively, we can find ourselves with tunnel vision, forgetting to look at multiple aspects within one decision. For example, how does this decision affect warehouse functionality versus accounting? Are we making the process too labor-intensive just to put controls into place?
4|
Working with others to work through problems and projects and get the best results.
What’s the most valuable aspect of collaboration? 1|
The ability to gain practical knowledge and to apply what you learned.
2|
It enhances teamwork and distributes expertise.
3|
The people involved, because each team member brings something different to the table, whether it is expertise in writing project plans and scopes, organizing of the project as it occurs, execution of the final product, or even just the ideas that are contributed during planning and brainstorming sessions.
4|
It allows multiple people to bring ideas to the table and then together work through best practices to come up with a group decision.
Fall 2013
19
20
NAVUG Magazine
COLLABORATE
IT TAKES A VILLAGE TO
by Kerry Rosvold illustration Matt Mastrud
B
ack when she was First Lady, former Senator and Secretary of State Hillary Rodham Clinton wrote a book titled “It Takes a Village”. The book was essentially about how it takes all people in a community, not just the core family, to raise a child. We see similar principles within our own NAVUG™ community, where it takes a village to continually support each other, nurture our networks, and improve our knowledge base as we all strive to provide our companies with the best possible business solutions using our ERP system of choice, Microsoft Dynamics NAV. In the five years I’ve been actively involved in this community, I’ve seen some amazing examples of how this village of Users collaborates to solve business problems for their companies. I know two controllers who met through NAVUG who have bartered knowledge back and forth every year. One year, one controller taught the other how to use and enhance account schedules. The next year, the other controller traded information about intercompany consolidation. The year after that, they exchanged information on budgeting. This tradition has continued every year, with these two Users finding ways to enhance their use of Microsoft Dynamics NAV by trading information and brainstorming ideas. Through sessions at a past NAVUG Forum, a number of Users voiced concerns about having difficulty in creating a suitable business process for correctly using EFT (electronic funds transfer) to pay vendors. This group worked together over the following year, exchanging information on how to get it done. Two of those Users presented a Customer Showcase at the next NAVUG Forum and shared how they solved the challenge for their companies. Every year, more than 100 volunteers collaborate to provide ongoing webinars to the User group at large. These webinars include presentations on specific topics as well as interactive discussion formats, allowing the participants multiple opportunities every month to assist each other with business challenges. Time and time again on these webinars, I hear examples of Users who help each other immediately if they can, and if they can’t, they follow up with each other through email or phone calls, helping to make connections until questions are answered. Recently, NAVUG has been reaching out internationally, searching for ways to collaborate with Users in other countries. They made a foray into the international community for the first time in January of this year by going to Rome, Italy, and will be returning to another international event in November. This event will continue the work of growing the User group in other countries, expanding the village to the international community, and creating new ways for all of us to exchange the information and help each other. As an active blogger in the Microsoft Dynamics community, I’m particularly excited about the launch of the new NAVUG Collaborate tool. By incorporating social media into a platform that gives us a “home base” where we can update each other on educational events, answer each other’s questions, and connect and build our networks, NAVUG has created another place where the work of the village is made possible. Every person who participates makes the community stronger, and with a stronger community, each participant benefits. So why do they do it? What could possibly possess a group of people who all have full-time jobs of their own and families and lives to invest time to volunteer their time to help other Users? I think there are a few reasons:
Fall 2013
21
If you feel that NAVUG has brought some benefit to you, get involved in collaborating, in whatever form works for you. » We’ve all been there. All the people who volunteer to help the User group can tell a story about when they were new to Microsoft Dynamics NAV and felt like they were alone.
» We’ve all been helped by other Users. Each one of those people can also tell a story about how they had business problems and another User helped them. Every time I hear one of these stories, I’m always so impressed by the overwhelming feeling of gratitude and relief that comes through as people came to realize they didn’t always have to pay someone to help them and how empowered they felt to be able to solve it on their own. » We realize the benefit of this community. Because we’ve been able to help each other out, each and every person has brought value back to their organizations in the form of solved problems, greater knowledge and understanding of our ERP systems, and the type of future preparedness that only comes through staying current on emerging technologies. » We want to give back. Each person who volunteers realizes the advantage this gift of support has been to them and wants to give back to others. Think these stories don’t apply to you? Think again! If you were able to reach out to a group of informed people who aren’t invested in selling you anything, what would be the quality of information you would receive? These people have real-world advice and real-world experience with Microsoft Dynamics NAV. They use the solution in their job every day, just like you do. Whether you are looking for advice on best practices or just an honest opinion on what type of solution to choose, this is the group who can get that to you. If that doesn’t convince you, put together a return on investment analysis. What’s the benefit of being able to support yourself through the network you have developed? Just this year another strong business leader, Sheryl Sandberg, the chief operating officer of Facebook, authored a book called “Lean In”. While this book focuses in on gender politics in the workplace, the message she conveys with equal strength is to get involved in what happens at your office and in your community. Don’t hold back. Bring your talents to the table. Speak up and participate. If you feel that NAVUG has brought some benefit to you, get involved in collaborating, in whatever form works for you. We are always looking for Users to lead webinars, facilitate discussions, lead sessions at the annual conference, engage in social media, blog, and find ways to connect with each other in a meaningful way. I encourage you to set a goal for what you can do to contribute to the effort this community puts forward to continually grow this User group. If you haven’t yet been actively involved with NAVUG or if you’re brand new to Microsoft Dynamics NAV, know that you don’t have to struggle to come up with a solution on your own for what you need. There are other Microsoft Dynamics NAV Users out there who have gone through what you’re going through and are ready and willing to help. There is a whole village available to you through NAVUG, whose call to action is to support each other through the ability to collaborate. NAVUG Kerry Rosvold has been the corporate controller at Augsburg Fortress Publishers since 2008 and has been using Microsoft Dynamics NAV as her ERP solution of choice since 2004. Kerry has been an active Member of NAVUG since 2009 and frequently conducts webinars, speaks, and teaches classes on Microsoft Dynamics NAV financial topics. She blogs regularly at www.dynamicsnavfinancials.com and also can be found on Twitter @krosvold.
22
NAVUG Magazine
Congratulations to Dave Wiser from Tillamook for winning the Spring 2013 Word Find! Your
Academy
prize is in the mail, Dave! Below are 25 words that relate to the topics and theme in this
Ask the Experts
issue of NAVUG™ 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
Collaboration
a gift certificate; simply scan and email your entry to Wordfind@NAVUG.com.
Community
R B S C
I
M A N Y D T
F O S O R C
I
M K N O W L
E
Forum
S E M E M B E M S U S A N N E P R E P O W E R N R
Harlem Shake
T
Kerry Rosvold
J R S T A C A D E M Y
L N T
L M M T E N U E
P O U L N E R R C L N O T E S B R A S R S L R E E
L
T S C O
I
L M A N L
E R O O R O D M N E I
R L G G A G
R B S R E R S C P A T V
N S N N A N G L U S N L I
I
T
I
E A
I
I
F
L
T N L O A K R N
W A R R N R O S T E C O M M U N
I
L
F
T Y
L
L
E
I
I
T N
I
F O G R E N L
X G L
E H A
Microsoft Dynamics
I
I
P
B S E T
T A R L A R
T S H A
I
H S
I
A C A D E M U
S O C E C O M M U Y S K N
I
H C E V E T S B S E E
I
R T N N E T W O R E G G D E
R G S S R R E N L S D E E S E
L
R E K E R R Y R O S V R E N
M L
T
I
P S A N D T E G A L
L
I
A M R
L W O N K E E I
L
L N
T S R W K R T
C E N A S K T H E E X P E M A R C A L I
Marc Allman Member
P S A N D T R
I
Lile
NAVUG Partner Power Regional Chapters Sharing
L N K E R R Y R O S V O L D S R S N V S P
O N O V T O
Lee Weiner
L C H
I
N A R V S N S R R S L K E L
Learn
L
T S R A N A E K E I
Knowledge
L
T E E O R E C
L R S T N C P N A M
E U U L A V U R S T
L C E A S K T H E
F A L
L U N E R S D
E N E
I W R K N W E B
D C A H E A E L
N
O S R R E N O D H S C A V
K E C R S T U L
O P A E R E W R S T E
T
I
T O L N E S N T S G H E A
P T T G N G L N T A W E M E M B M T R E
R H B
E
E N E A M V E A R R S E T R S S S A O S O
T N N A P R E
R E
I
L
L M A A A R
SIG Steve Chinksy Takes a Village Tips and Tricks
I
E W E E
L N T H A
User
I
V A S E K A T N P
Value Webinars
Fall 2013
23
Don’t be ri-Dick-ulous, Be a Hiro with Lanham EDI Here’s why 55,000+ people depend on Lanham
EDI Every Day:
Most used EDI solution for NAV
Lowest Total Cost of Ownership
Largest document map library
Full automation of normal business practices
Built inside NAV All cross references and translation inside NAV
Unparalleled access to data Flexible implementation options:
Ability to map directly to NAV fields
Customer driven
Visibility to sent and received data inside NAV
Partner driven Lanham driven
O n e M e c a Wa y, N o r c r o s s , G A 3 0 0 9 3 ; 6 7 8 - 3 7 9 - 4 2 0 0 ; w w w. l a n h a m a s s o c . c o m
e h t d fin C
O
N
T
E
S
T
Hidden somewhere between the covers of this magazine is our NAVUG™ logo. Can you find it? While our logo shows up throughout the magazine in conventional spots, it’s hidden in only one place. When you’ve found it, send an email to Logocontest@NAVUG. 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
Fall 2013
25
Hook up with TARGIT in Tampa Start your NAVUG experience at this year’s must-attend BI & Analytics event; Decision Day 2013. If you want to know all there is to know about BI & Analytics for NAV, then join the Dynamics community on Oct 21 in Tampa, where TARGIT will host a full day of infotainment followed by a night of entertainment. Summit Forum attendees will be welcomed with their Dynamic Communities event pass. When the expo kicks off, we can connect at the NAVUG Forum the following day. We are looking forward to seeing you in Florida! Get youU Decision Day ticket with PromoCode “courage” and save 25% go to targit.com/DecisionDay 2013 #TARGITDD13
Be the leader,
not the follower
Sat yovuer #TA2RG5ITD%D13
- ge
ticket now
doc-link™ The Key to Going Paperless
8QORFN \RXU SRWHQWLDO IRU LPSURYHG HIÀ FLHQFLHV DQG VLJQLÀ FDQW FRVW VDYLQJV 8VH WKH SRZHU RI \RXU 0LFURVRIW '\QDPLFV (53 VROXWLRQ FRXSOHG ZLWK doc-link·V WLJKW LQWHJUDWLRQ WR LQFUHDVH FRQWURO GRFXPHQW YLVLELOLW\ SURGXFWLYLW\ DQG FXVWRPHU VHUYLFH :LWK WKH YHUVDWLOLW\ RI doc-link \RX FDQ PDNH DQ\ SURFHVV RU GHSDUWPHQW LQWR D SDSHUOHVV RQH doc-link GRFXPHQW PDQDJHPHQW DQG ZRUNÁ RZ VROXWLRQ LV WKH NH\ WR DXWRPDWLQJ DQG DFFHOHUDWLQJ \RXU EXVLQHVV SURFHVVHV
800.997.9921
www.altec-inc.com
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-the-expert-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 NAVUG™, it’s our mission to continue to bring our Members benefits that enhance their professional development and growth, which is why we started the NAVUG Academy. The NAVUG
Academy provides you direct access to our own expert-led, online learning component we call NAVUG Academy Distance Learning – at a fraction of the cost of traditional training. When you review the benefits of the NAVUG 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 (NAVUG 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 NAV) » 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 NAVUG Academy courses are eligible for CPE credits) To complement our distance learning courses throughout the year, the NAVUG Academy also offers half- and full-day training courses prior to the annual NAVUG Forum. Experts in Microsoft Dynamics NAV 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 NAV right in class. It’s clear that the delivery of education and training will continue to evolve, as will the offerings through the NAVUG 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.NAVUG.com/member-resources/academy. NAVUG
www.NAVUG.com/member-resources/academy
Fall 2013
29
HANDING OVER THE
L
ee Weiner is ready to pass the reigns over to Marc Allman. Lee, CFO for The Bradshaw Group, has served as the NAVUG™ chairman since June 2010, when the group was transitioned from an independent User group to that of one of the Dynamic Communities brand of User groups. “Back then we were trying to grow membership and the services we offered to get Users to meet other Users,” says Lee. “I remember fondly our goal and task of getting more people involved, because when there are many more involved Users, Partners, and ISVs, then there are many more educational opportunities to help Users.” NAVUG has grown from 450 Members to just under 1,300 Member organizations in the past three years, creating a cohesive and vibrant community where people truly want to help each other. “NAVUG is now at a point where it’s poised for even more growth, both in the United States and internationally, with a very good base of Users and Partners,” continues Lee. “Helping to get NAVUG to that place is what I’m most proud of.” Marc, COO for AMS Controls Inc. and the incoming chairman, got his first taste of NAVUG when he attended NAVUG Forum in 2011. He is excited at the prospect of being involved in the strategic direction for the group. “I hadn’t really thought about leading the group until they asked me,” says Marc. “It’s an interesting prospect for me to get involved at this level and see how I can help. I think it’s also good to go from being an attendee to helping make things even better.”
30
NAVUG Magazine
MA AR RC A AL LL L LM MAN
N R EE WEINE EE LE L
REIGNS He has great timing on his side as Microsoft Dynamics NAV and NAVUG are in a fantastic place to make good things even better given product advancements, a large installed base, and a growing User group community. “The User community has grown in North America because the product has evolved,” says Lee. “There is a need for people to learn more sophisticated ways to use it, and the best way to learn is from a fellow User. Doing so enables people to use this tool in ways that they never would have imagined. Microsoft Dynamics NAV is the engine of a business, and you need to know how to drive the Ferrari before it’s fun to use.” In addition to peer-to-peer exchanges, Lee praises Partners and Microsoft for their involvement in NAVUG. “It’s important to have VARs as part of the group as they’re very strategic and make the community strong with their knowledge,” says Lee. “In addition to that, Microsoft has been great. This can’t work without Microsoft, and they’ve been a trusted partner, supporting our events, and giving us the resources for Users to have good experiences. Without their support, we wouldn’t have grown this fast.” Supporting that growth is something that is part of Marc’s goals for NAVUG over the next year. “Since we’re approaching 1,300 companies that are Members, we need to make sure that we’re a go-to resource for those companies,” says Marc. “Much of the content that’s generated by NAVUG comes
from Members, and many times it’s a few people who do a whole lot to get that out there. I’d like to increase the User participation on the content side to get more people sharing what they know and how they learned it.” “It really is about Members helping Members and Users helping Users,” continues Marc. “Increasing participation on both sides – contributors and students/attendees – would be a good thing.” Another goal of Marc’s is to help in the alignment of NAVUG with other Microsoft Dynamics NAV User groups around the world. “If we can get groups that are doing the same thing to align, we can start sharing content and getting some commonality amongst that content,” says Marc. “It really is a more efficient way to go. As long as the international expansion doesn’t hurt North American Users, it can be a positive thing.” In addition to his goals for NAVUG over the next couple of years, Marc feels passionate about Microsoft Dynamics NAV and the potential the size of its installed base offers Users in the NAVUG setting. “Microsoft Dynamics NAV as a product can feel a bit neglected at Microsoft when you see the resources poured into other areas,” says
Marc. “It’s important that we stay positive about the installed base as it is number one among the products, and there are a lot of Users out there. We should be proud of that and keep our voice out there so Microsoft doesn’t forget about this huge group.” The transition between leaders should be an easy one, given that Lee and Marc have similar values for the group and advice for its Members, which is to be active participants. “Whether that’s taking advantage of the learning opportunities or sharing what you’ve learned with fellow Users, the strength of the community comes from participation,” says Marc. “As an aside, I’d like to express my gratitude to Lee for his past service. I have big shoes to fill and am so thankful for all he’s done for the Microsoft Dynamics NAV and NAVUG communities.” While Lee won’t be leading NAVUG into its next chapter, he plans to stay involved with community webinars and events. “It’s been a pleasure to work with people who were happy to share information as well as see the light bulb go off for people who were looking for a solution,” says Lee. “All in all, it’s been fun, interesting, and informative. If I can check the box on those items when I’m doing something, I think that’s the most important thing.” NAVUG
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!
4-7
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.
Fall 2013
31
Partner Power International
Henning Lund vice president and senior executive advisor 1BSUOFS 1PXFS *OUFSOBUJPOBM t %FONBSL t )M!QBSUOFSQPXFS CJ[ t XXX QBSUOFSQPXFSJOUFSOBUJPOBM DPN Established 2002
P
artner Power International is a company with roots in Navision Software as its founder, Poul Kjaer, worked at Navision to establish the software (now Microsoft Dynamics NAV) in new markets. Poul found that many new Users wanted locally-based Partners to help with their multi-national businesses, but that type of infrastructure wasn’t available. That need birthed the idea of Partner Power, a network of Microsoft Dynamics Partners that could be brought together to support a User’s needs at the local level. The company celebrated its 10th anniversary in 2011 and today works with more than 50 Partners in 60 oďŹƒces around the world. NAVUG: How did Partner Power build its Partner network? Henning Lund (HL): We ďŹ rst thought about acquiring local Partners, but historically when you acquire a company, half the organization starts its own company the next day. We’d rather work with somebody who is successful doing business locally while working with other Partners. We built up the Partner network from 2003 to 2007 with the policy that we wouldn’t establish ourselves in a market where there weren’t Customers. NAVUG: What type of work do you focus on these days? HL: We do a lot of training for Partners and Users as well as integrations and upgrades. There are numerous extensions of Microsoft SureStep – templates, roles, tasks, etc. – that aren’t standard for international deployments, so when Microsoft Dynamics NAV Users either need to do an upgrade or want to scale in other countries or have business needs they want to take into consideration, we work with them to see what should be done. NAVUG: How do you ensure that Partners are doing good work at the local level? HL: That’s really important to us, because if a Customer is running
projects in multiple countries, they’re very concerned about the local implementations. We do a quality review every time a service is delivered so that we have almost real-time feedback. This enables us to know instantly if something needs to be ďŹ xed or if we need to send a roast to somebody because they did an excellent job. If you don’t react rapidly, you can’t stay in control, and we need to stay in control. We’ve been developing transition management at the local level, which is a subset of change management, but it focuses on how you get an org to work in a distributed way without too much resistance locally. It looks easy on paper, but there are a lot of things that need to be done. Since we added transition management, the quality of reviews has gone up several points, and it’s been one of our top innovations this year. NAVUG: How do you ďŹ nd your Customers? HL: Very often through references. The international community is not really that big, and often times it’s somebody who has checked in their network or with Microsoft and local Partners. We’ve had some instances where a Customer has asked for referrals in several countries, and all the referrals point to us. That’s a good feeling. When a Customer comes to us, they have typically already decided to do an international deployment of Microsoft Dynamics, but they may have doubts as to the product they should use and how to make this work. We can help determine the scope of the project, create a budget, and give them full transparency into the operation. NAVUG: What are the next steps? HL: We take responsibility throughout the whole life cycle. When we have the right project scope, Partners are sub-contracted to work under a central project manager from Partner Power. We design the project together with the client, instead of giving our list of contacts in say, Asia, and tell them good luck. In many countries you have to have the right relationship to get attention, and typically Partner Power is in the top ďŹ ve for Customers locally. That’s the beneďŹ t of having a sense of control, but also having local people work with local people.
“We built up the Partner network from 2003 to 2007 with the policy that we wouldn’t establish ourselves in a market where there weren’t Customers.� 32
NAVUG Magazine
showcase VAR PARTNER MEMBER
There are also a lot of considerations when you work internationally, and it generally comes as a surprise the amount of requirements to say, work in Europe, given the small geographic size. For example, Denmark is a country of six million people, but we speak a language that nobody else does. Local cultures are so strong, and local knowledge is an absolute must. NAVUG: That almost sounds easy. Is there such a thing as making international business easy? HL: The nice thing about international business is that it’s often repeatable. We work in a model where if you have to do work in 10 or 20 countries, all the agreements are the same. The local Partners know the culture and can give advice on everything from services to “do’s” and “don’ts” in the area. However, international business differs greatly from a localized business in that the goal is to make the company more uniform and utilize best practices derived from a central plan. Good consultants typically meet with their Customers, listen to their requirements, and make recommendations. That practice results in scope creep at the international level, so we take consultants in and make sure they understand the role they play and that their role in a centralized project is something quite different than in a localized project. It’s a big pitfall if everybody isn’t in alignment, one where the Customer ends up paying for wasted weeks, even months, of time. NAVUG: What do Users like best about working with you? HL: They appreciate that we’re specialized in what we’re doing. Our whole business revolves around this task. We’ve done this more than 500 times now, have been where they’re going, and have a proven model of how to get there in an efficient way. Time to market is essential. All the normal drivers – such as eliminating islands of data – are there, and the longer the project takes, the longer it is before they can harvest the benefits.
Another thing they like is the centralized model. They have the benefit of doing things through local Partners in a consolidated effort in one contract. Finally, because we’re specialized, many of our team members have more than 20 years of Microsoft Dynamics NAV experience. With the network we have, if we need an expert in a specific area, we know right where to go, and we can move the right person in the first time around, which is the best way to increase efficiency. NAVUG: Do you have any new endeavors for Users? HL: We’re running a blog where we discuss the product from an international perspective; for example, we have been communicating about the consolidated Microsoft Dynamics NAV localization information that we have collected for more than 70 countries around the world, which is an overview that you can’t even get from Microsoft. This past year at Convergence we were a Gold sponsor and did a flash mob. That was a lot of fun. We also participate in User group meetings all over Europe and the world, working on our main goal to get people and organizations to the next level with Microsoft Dynamics. NAVUG: What do you like best about what you do? HL: Next year will be my 25th anniversary with Microsoft Dynamics NAV, and I don’t know what I’m missing as I haven’t tried anything else. Microsoft Dynamics NAV is what started my career, and it’s close to my heart. What’s fueling me is talking to Customers and finding Customers that have been around almost as long as me. That’s something that’s unique about Microsoft Dynamics. It’s a large channel with great products, and when you’ve been working with it as a User or Partner, you stay with it. There’s a lot of history built up there. I travel more than 100 days a year with the product under my arm, so it’s a big part of my life; it’s where I have my friends, and I’m doing what I like. NAVUG
“What’s fueling me is talking to Customers and finding Customers that have been around almost as long as me. That’s something that’s unique about Microsoft Dynamics.” Fall 2013
33
Managing T&E Expenses
Just Got easier!
Gorilla Expense takes the pain out of expense reporting! Our end-to-end solution includes a paperless system with mobile apps, credit card integration, travel data management and the ability to send expense transactions to Microsoft Dynamics® NAV with the single click of a button! With Gorilla Expense, companies can reduce manual work, cut costs and enhance productivity for everyone - from business travelers on the road to the finance department, while being economical to own. So take the hassle out of expense reporting today. Visit www.gorillaexpense.com to learn more.
"Highly recommend Gorilla Expense to anyone looking for a T&E system. Reports which previously took hours to complete, now take minutes. The accounting team loves the onepush integration with NAV which minimizes manual data entry and saves time. Excellent support from the start” - NAV 2013 Customer
NAV • AX • GP info@gorillaexpense.com 1.877.973.6737
My Twitter favorites these days are… New York Jets, Warren Buffett, CNN News, and iTunes Music. On my desk right now are… Cup of coffee, robot squeeze toy, “Life is Good” sticker, and piles of paper. My three goals for 2013 are… 1. Sky-dive 2. Exercise and tone 3. Take Microsoft Dynamics NAV 2013 to new heights NAVUG™ has selected Steve Chinsky as our Volunteer of the Quarter. Congratulations, Steve! Steve is the program/project manager of finance for Quidsi (a division of Amazon.com), as well as a stand-up Member of NAVUG and the Microsoft Dynamics NAV community. Let’s learn a little about Steve…
When I’m not working, I... Travel, have fun with my family, golf, and attend concerts and sporting events. The best advice I ever received was… Do what makes your heart beat the fastest, have no regrets, and take blame when you deserve it. Fall 2013
35
MAN LLM LL AL RC A AR MA
A A F FA I R
amily F M
arc Allman, our new NAVUG™ chairman, is chief operating officer of AMS Controls, Inc, an industrial automation company that provides control systems and production management software for the metal processing industry. AMS Controls is also a family-run organization that Marc’s father, Rick Allman, started in 1977. Rick is mostly retired now, and Marc and three of his siblings have taken the helm. NAVUG sat down with Marc to see what our new chairman likes about working with his siblings, the challenges he encounters in his business, and how NAVUG has helped AMS Controls.
Our international presence is a slow growing thing. It’s not a huge area of investment for us, but it is gaining us a global presence.
NAVUG: Do you see AMS continuing as a family-run organization in the future? Marc Allman (MA): That’s a long way out for me as my son is 4 years old. I do have a 16-year-old niece, but she’s shown zero interest so far.
NAVUG: That’s definitely a plus to have them back to work on their actual job! What plans do you have for your Microsoft Dynamics NAV use? MA: We’re in the midst of upgrading to Microsoft Dynamics NAV 2013 and implementing Job Manager. We do a lot of big projects where we retrofit equipment. It can be timeconsuming, and we’re hoping to get more visibility through use of Job Manager. Using it is kind of a long time coming as we originally started implementing it with Microsoft Dynamics NAV 2009 R2, but when we were finished, Microsoft Dynamics NAV 2013 came out, and we decided to wait to use it until we were using it with the new version. We hope to have it installed and ready for use in the next few months.
NAVUG: What are some of the benefits of working in a family-run business? MA: It’s nice in a lot of ways, one of which is that we get to see each other often. There are times when Sunday dinner at my parent’s house is great and other times it’s uncomfortable, depending on what’s going on at work. We share a vision of where we want to go, but it can be a challenge as the stakes are pretty high when you’re feeding your own families. It’s also a challenge to keep the business growing over the years. NAVUG: AMS Controls has started to expand globally. Tell us how you’re accomplishing that. MA: We have a sales and service office in Austria that employs a father-son duo. We opened that office in 2008, which was in the midst of that horrible recession, so it was a slow start. We also have a South American office due to a former intern of ours who moved back home to Bogotá, Colombia, after completing an international exchange program with us. In sales and service, the translation is a big thing. Having people live in those regions has allowed us to get into places where we wouldn’t be otherwise because people like to have local support.
NAVUG Magazine
NAVUG: When did AMS Controls start using Microsoft Dynamics NAV? MA: We implemented the product in 2008; before then, we used home-grown systems. Having an engineering mindset, we could write software, but we couldn’t think of all the possible accounting issues, and it became a distraction. We made the decision to outsource it and select a product that we wouldn’t have to think about. Ultimately, Microsoft Dynamics NAV has helped us focus our business more on what we actually do, since we were using our developers to create accounting programs when they could have been making products for us to sell.
NAVUG: In addition to that lack of visibility in some areas, what other challenges do you encounter in your business? MA: The biggest thing right now is sales. We’re really good engineers, but not necessarily good salespeople, which doesn’t help with that growth thing I mentioned. Another is that we have a lot of possible directions we could go and have a hard time focusing on where we should go. The thought of what “could be” is overwhelming, so we’re looking at picking a few things and taking advantage of the opportunities they bring. NAVUG: I guess it’s safe to say that you’ve found NAVUG to be helpful, since you’re chairing the group now, but
is there anything that you can pinpoint as far as what NAVUG has done to help your organization in your use of Microsoft Dynamics NAV? MA: There are a couple aspects to how NAVUG has helped us. One of them is having access to people like Bob Bergman from ArcherPoint. I have learned a ton from him on the manufacturing side of Microsoft Dynamics NAV. My sister is our controller and attends numerous finance webinars, learning a lot from Kerry Rosvold of Augsburg Fortress Publishers. Bob and Kerry are just two of the great NAVUG resources from whom we’ve seen great impact in the way we run Microsoft Dynamics NAV in our organization. NAVUG: You’re right, they’re terrific assets. Our theme for this magazine issue is collaboration. How does collaboration help your organization? MA: For us, collaboration means a better product. We’re very customer-driven in terms of how we develop our products, and many of our product changes over the years have been driven by customer problems. As we create new software for production management, we’re working with our customers directly to answer their needs. We pick a couple of organizations and visit them, do an onsite observation of their processes, and come back to them with how we can solve their challenges. Collaboration with customers has allowed us to get to where we are today. NAVUG 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 NAV solution to the cloud. ģĘ¦ÂœůģŬůœ Ęś¦ÂʶśŬůœ ¶÷ů÷ģĘ ĈŬģĘÂöś÷ƛÂöÙůśö ĈĈŬ¶ÂĺĈģƕĒÂĘůśŬ ƕŬ ä÷Ǝ÷ĘäŬƕģſŬ ¦¦ÂśśŬůģŬD÷¦œģśģØůŬ ƕĘ Ē÷¦śŬE sŬ 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
NAV
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
Visit ƏƏƏŀ¦on¦erto¦loudŀ¦omūn Ǝuä to Ùnd out more on hoƏ you ¦ n ¦ontrol ¦osts² m Ɣimiƛe oĺer tion l efÙ¦ien¦y nd fo¦us on str teäi¦ initi tiƎes th t driƎe your usinessŀ
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: thelist-mobile.com
Table of Contents Industry...................Page 40 Horizontal................Page 43 Writing / Documentation Services..................Page 49
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 RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Managed EDI Cloud Service for mid-sized suppliers. EDI is never easy - let RedTail do it for you. Top EDI compliance with Lowest Total Cost.
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.
Cross Industry Solution
kCentric Technologies Inc
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.
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
Flintfox International Limited
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.
Chemicals 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.
Vicinity Manufacturing http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, production, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
Consumer Packaged Goods 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 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
40
NAVUG Magazine
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). 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.
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. 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. AssureSign LLC
Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 disparate ones. 92,000+ users worldwide. Unprecidented visibility.
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Managed EDI Cloud Service for mid-sized suppliers. EDI is never easy - let RedTail do it for you. Top EDI compliance with Lowest Total Cost. 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.
Navision
Solomon
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
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). 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. 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.
Business Systems Integrators
Finance/Banking http://www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS. 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. 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.
Customer Relationship Management
Retail Management System
AssureSign LLC http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
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.
Point of Sale
Beck Consulting http://www.bcfooderp.com 800-456-1970 ext. 110 bcFood Built for the food industry, provides: Process, Batch and Discrete Production, Quality, WMS & Mobile, Compliance, Allergen Control, Import/Export, BI, Promotions, Trade and EDI. Business Systems Integrators http://www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS. 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). 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. Horizons International
Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 1800 companies live. Axapta
Great Plains
Paramount Technologies
Horizons International
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.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.
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.
Sierra Workforce Solutions
Insurance
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.
AssureSign LLC
RedTail Solutions http://www.redtailsolutions.com • 508-983-1900 RedTail EDI Managed EDI Cloud Service for mid-sized suppliers. EDI is never easy - let RedTail do it for you. Top EDI compliance with Lowest Total Cost. 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.
Vicinity Manufacturing http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, production, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
Government Solver 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.
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
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.
Ariett Business Solutions, Inc.
Industrial Equipment
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.
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.
Navision
Solomon
Customer Relationship Management
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Manufacturing
Solver
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Healthcare
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:
MetaďŹ le Information Systems, Inc.
Retail Management System
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. ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations. Beck Consulting http://www.bcfooderp.com 800-456-1970 ext. 110 bcFood Built for the food industry, provides: Process, Batch and Discrete Production, Quality, WMS & Mobile, Compliance, Allergen Control, Import/Export, BI, Promotions, Trade and EDI.
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.
Point of Sale
Fall 2013
41
INDUSTRY
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.
INDUSTRY
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. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Component planning is time-phased to the ďŹ nished goods requirements. 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).
Vicinity Manufacturing http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, production, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
Media and Entertainment 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.
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
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.
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.
KEY:
Axapta
Great Plains
42
NAVUG Magazine
http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-ProďŹ ts GL Distributions, Budgets, Audit Trails, Requisition & Expense. Sierra Workforce Solutions
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 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.
Rentals Open Door Technology http://www.opendoor.ca • 403-777-2410 Rental Management Instantly check rental equipment availability, deďŹ ne exible rental terms, rent or sell inventory/ďŹ xed assets, access to real-time rental & billing information, ag returning assets for maintenance and much more.
Retail
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.
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.
Pharmaceuticals 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.
Navision
Solomon
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.
Customer Relationship Management
Retail Management System
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 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
kCentric Technologies Inc 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.
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://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.
Warehouse Management 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.
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.
Point of Sale
Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE WarehousingŠ New, low-cost, high function option, ACE One - Receiving, picking, printing, shipping, realtime inventory in NAV via handhelds. ACE Warehousing adds full pallet license plating and production output registration.
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.
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. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 1800 companies live. 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.
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. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 1800 companies live.
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.
Horizontal Analytics
Solver
Business Intelligence
Total Dynamics Solutions, LLC
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.
Accountable Software http://www.accountable.com • 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.
Solver
deFacto Global, Inc.
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.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.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.
Budgeting
deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, AďŹ&#x20AC;ordable. Dynamic Budgets http://www.dynamicbudgets.com 720-515-1565 Dynamic Budgets Budgeting/forecasting that can be implemented in < 2 hours. Weâ&#x20AC;&#x2122;ve just added budgeting for Analytical Accounting! Features: Export to GP, Payroll, Fixed & Variable Allocations, Multi-company, Sub ledger lookups... KEY:
Axapta
Great Plains
Solver http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solverâ&#x20AC;&#x2122;s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹ&#x192;cient Microsoft platform.
Solver http://www.solverusa.com â&#x20AC;˘ 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.
Navision
Solomon
Solver
Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, interactive, & integrated planning/budgeting for MS Dynamics.
Customer Relationship Management
Retail Management System
http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solverâ&#x20AC;&#x2122;s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹ&#x192;cient Microsoft platform.
Point of Sale
Fall 2013
43
HORIZONTAL
Flintfox International Limited http://www.ďŹ&#x201A;intfox.com â&#x20AC;˘ 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).
kCentric Technologies Inc
Solver http://www.solverusa.com â&#x20AC;˘ 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.
mageTag, Inc. http://www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Management & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a reality â&#x20AC;&#x201C; without breaking your budget. MetaďŹ le Information Systems, Inc.
Solver 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, Solverâ&#x20AC;&#x2122;s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools. 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 eďŹ&#x20AC;ective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹ&#x192;ng.
HORIZONTAL
TARGIT http://www.targit.com â&#x20AC;˘ 813-933-4600 TARGIT Decision Suite Make better decisions faster, improve operations, decrease costs and increase income- TARGITâ&#x20AC;&#x2122;s BI software solution.
Total Dynamics Solutions, LLC 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, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 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.
KEY:
Axapta
Great Plains
44
NAVUG Magazine
http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation. Tribridge http://www.concertocloud.com â&#x20AC;˘ 877-977-8458 NEW: Tribridge Concerto Cloud Services Concerto Cloud oďŹ&#x20AC;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 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. 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!
Credit Card/Check Processing
Azox, Inc. http://www.azox.com â&#x20AC;˘ 734-928-6010 Credit Card Extension Secure, PCI validated ACH/credit card solution with batch processing and ability to store sensitive data oďŹ&#x20AC; site with tokenization.
ChargeLogic http://www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Payments Leading PCI validated credit card & payment processing solution for NAV.
eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM eBridge platform to seamlessly integrate customer and opportunity data. 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 todayâ&#x20AC;&#x2122;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 â&#x20AC;˘ 877-977-8458 NEW: Tribridge Concerto Cloud Services Concerto Cloud oďŹ&#x20AC;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.
Data Integration
Cost Accounting Corporate Renaissance Group
http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, webstore, CRM systems.
Navision
Solomon
Scribe Software http://www.scribesoft.com â&#x20AC;˘ 603-622-5109 Scribe Insight Data migration & data integration for MS Dynamics and legacy systems.
Distribution
Customer Relationship Management
eBridge Connections
http://www.crgroup.com â&#x20AC;˘ 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.
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.
Jitterbit http://www.jitterbit.com â&#x20AC;˘ 877-852-3500 NEW: Jitterbit - Dynamics Integration Made Easy Increase the speed, agility, and reach of your Dynamics front and back oďŹ&#x192;ce through Jitterbit Integration solutions.
Customer Relationship Management
Retail Management System
ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations. Beck Consulting http://bcpacknship.com/ 800-456-1970 ext. 110 bcPackNShip bcPacknShip is the easiest and most eďŹ&#x192;cient way to ship via UPS, FedEx and USPS. Packaging details are stored in NAV in a fully EDI compliant format; UCC labels can be designed and printed directly from NAV. Beck Consulting http://www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built speciďŹ cally to make the EDI process in NAV easy to manage and cost eďŹ&#x192;cient to deploy.
Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 1800 companies live. 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
eBridge Connections
Sologlobe http://www.sologlobe.com 514-938-4562 ext. 206 NEW: Sologlobe Tier-1 Warehouse Management & Manufacturing Execution for complete inventory control and operational eďŹ&#x192;ciency. Our web based solution is scalable & highly ďŹ&#x201A;exible with seamless integration using Web Services.
ImageTag, Inc. http://www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Management & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a reality â&#x20AC;&#x201C; without breaking your budget.
Liaison Software Corp
Document Management
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Ariett Business Solutions, Inc.
Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 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. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl. Amazon, Magento, BigCommerce, eBay+
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.
EDI
http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation.
Beck Consulting http://www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built speciďŹ cally to make the EDI process in NAV easy to manage and cost eďŹ&#x192;cient to deploy.
Drop Ship Management
Business Systems Integrators
MetaďŹ le Information Systems, Inc.
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.
E-commerce
http://www.BSIEDI.com â&#x20AC;˘ 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS.
KEY:
Axapta
Great Plains
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 aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.
Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 disparate ones. 92,000+ users worldwide. Unprecidented visibility. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI VAN Lanham can be your one EDI stop, but we won't lock you in. Full function. Fair Price.
Data Masons Software http://www.datamasons.com â&#x20AC;˘ 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.
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Managed EDI Cloud Service for mid-sized suppliers. EDI is never easy - let RedTail do it for you. Top EDI compliance with Lowest Total Cost.
Electronic Document Delivery (Email)/Faxing Avalara, Inc.
Esker Inc http://www.esker.com â&#x20AC;˘ 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.
http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Web EDI solution eliminates transaction fees â&#x20AC;&#x201C; over 1000 trading partners.
http://www.avalara.com â&#x20AC;˘ 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.
Navision
Solomon
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.
Customer Relationship Management
Retail Management System
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Point of Sale
Fall 2013
45
HORIZONTAL
http://www.ariett.com â&#x20AC;˘ 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.
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).
ChargeLogic http://www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI compliant cloud payment solution.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
Paramount Technologies 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.
Liaison Software Corp
Field ServiceManagement
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).
Open Door Technology
Electronic Signatures
http://www.opendoor.ca â&#x20AC;˘ 403-777-2410 TaskMaster Mobility Solution Increase productivity and generate rapid ROI with workďŹ&#x201A;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.
HR Management
AssureSign LLC
Corporate Renaissance Group
HORIZONTAL
http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Expense Solutions Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 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.
http://www.crgroup.com â&#x20AC;˘ 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.
Inventory Management ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
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.
SalesFUSION, Inc. http://www.salesfusion.com â&#x20AC;˘ 800-558-1760 SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.
Invoicing Enhancement
NAV and CRM Integration
Azox, Inc. http://www.azox.com â&#x20AC;˘ 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.
Jitterbit http://www.jitterbit.com â&#x20AC;˘ 877-852-3500 NEW: Jitterbit - Dynamics Integration Made Easy Increase the speed, agility, and reach of your Dynamics front and back oďŹ&#x192;ce through Jitterbit Integration solutions.
Job Costing Journyx http://www.journyx.com â&#x20AC;˘ 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.
Marketing Automation
SalesFUSION, Inc. http://www.salesfusion.com â&#x20AC;˘ 800-558-1760 SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.
Payables Enhancement
Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 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.
Manufacturing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 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. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline employee expense reimbursement with Dynamics.
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 eďŹ&#x192;ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multiple rollup views. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Component planning is time-phased to the ďŹ nished goods requirements.
KEY:
Axapta
Great Plains
46
NAVUG Magazine
Navision
Solomon
Ariett Business Solutions, Inc.
Cincom Systems, Inc http://acquire.cincom.com â&#x20AC;˘ 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.
http://www.ariett.com â&#x20AC;˘ 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
Ariett Business Solutions, Inc.
www.qualityessentialssuite.com 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;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 â&#x20AC;˘ 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.
Customer Relationship Management
Retail Management System
Point of Sale
Esker Inc http://www.esker.com â&#x20AC;˘ 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. ImageTag, Inc. http://www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Management & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a reality â&#x20AC;&#x201C; without breaking your budget. 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.
Payroll Enhancement Liaison Software Corp
Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 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. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline the procurement process with Dynamics GP and NAV. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multiple rollup views.
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
Paramount Technologies
Portals DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.
KEY:
Axapta
Great Plains
Project Accounting Journyx
Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 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.
Horizons International
QBD Systems http://www.qbdsys.com â&#x20AC;˘ 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Procurement Management http://www.journyx.com â&#x20AC;˘ 800-755-9878
Liaison Software Corp http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
Quality Control
Product Lifecycle Management
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.
ReQlogic http://www.reqlogic.com â&#x20AC;˘ 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 workďŹ&#x201A;ow.
Navision
Solomon
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
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 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. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline purchase requisition processing with Dynamics. 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.
Customer Relationship Management
Retail Management System
www.qualityessentialssuite.com 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Reconciliation
Adra Match http://www.adramatch.com â&#x20AC;˘ +44 207 868 5171 NEW: ACCOUNTS â&#x20AC;&#x201C; 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 â&#x20AC;˘ +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.
Adra Match http://www.adramatch.com â&#x20AC;˘ +44 207 868 5171 NEW: BALANCER - Balance Sheet Reconciliation Software Balancer allows you to replace cumbersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process.
Reporting Accountable Software http://www.accountable.com â&#x20AC;˘ 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.
Point of Sale
Fall 2013
47
HORIZONTAL
ReQlogic http://www.reqlogic.com â&#x20AC;˘ 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 workďŹ&#x201A;ow.
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 todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.
deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, AďŹ&#x20AC;ordable.
Royalty
Security
United ERP, LLC http://www.unitederp.com â&#x20AC;˘ 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.
Fastpath Solutions, Inc
Sales Order Processing Enhancement Altec http://www.altec-inc.com 800-997-9921 ext. 1255 http://www.solverusa.com/healthcare/ doc-link Integrated Document 310-691-5300 Management Solver BI360 Suite for Healthcare Capture, workďŹ&#x201A;ow, output & archive Solverâ&#x20AC;&#x2122;s BI360 helps healthcare provid- w/doc-link, Doc. Mgmt. for Dynamics. ers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a costeďŹ&#x192;cient Microsoft platform. Cincom Systems, Inc Solver
http://acquire.cincom.com â&#x20AC;˘ 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.
HORIZONTAL
Solver http://www.solverusa.com â&#x20AC;˘ 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
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 todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.
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, Solverâ&#x20AC;&#x2122;s dashboards, scorecards, reporting and Liaison Software Corp forecasting are proving to be invaluable tools. http://www.liaisonsc.com 714-543-9877 ext. 201 Solver Liaison Messenger EDD Batch email, fax, print, archive Invoices, http://www.solverusa.com/retail/ Statements, Sales Orders, Purchase 310-691-5300 Orders to customers, vendors, sales. Solver BI360 Suite for Retail Attach supporting documentation. BI360 gives retailers the ability to forecast, Use existing reports (GP report writer, track and analyze product and store SSRS, Crystal). sales, plan more eďŹ&#x20AC;ective promotions, purchase merchandise that matches nChannel customer regional buying preferences, http://www.nchannel.com 800-406-8217 ext. 300 and improve staďŹ&#x192;ng. Multi-Channel Total Dynamics Solutions, LLC Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based http://www.totaldynamicssolutions.com solution for distributors, suppliers and 612-276-5075 retailers managing many systems to Enterprise Business Management Providing value-added analytical capa- support sales channels and drop ship programs. Free 30 day trial. bilities for Microsoft Dynamics.
KEY:
Axapta
Great Plains
48
NAVUG Magazine
Navision
Solomon
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.
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.
System Enhancement
Shipping/Manifesting Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Shipping from sales order through manifest. Package carriers available.
Supply Chain Management
Data Masons Software http://www.datamasons.com â&#x20AC;˘ 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 oďŹ&#x20AC;ers aďŹ&#x20AC;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.
Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 1800 companies live.
Retail Management System
http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!
Tax
ASC Software http://www.ascsoftware.com â&#x20AC;˘ 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.
Customer Relationship Management
DynamicsDownloads
Avalara, Inc. http://www.avalara.com â&#x20AC;˘ 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.
Time and Attendance Journyx http://www.journyx.com â&#x20AC;˘ 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 â&#x20AC;˘ 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
Ariett Business Solutions, Inc.
Trade Promotion Management Flintfox International Limited http://www.ďŹ&#x201A;intfox.com â&#x20AC;˘ 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). Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, integrated trade management for Microsoft Dynamics.
Workflow / Notifications Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
http://www.ariett.com â&#x20AC;˘ 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.
DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint WorkďŹ&#x201A;ow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workďŹ&#x201A;ows integrated with Dynamics GP, NAV and CRM.
Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 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.
Esker Inc http://www.esker.com â&#x20AC;˘ 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.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
Integrity Data
MetaďŹ le Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation.
http://www.u-linc.com â&#x20AC;˘ 217-732-3737 ext. 0203 U-LINCÂŽ, Powered By Integrity Data WorkďŹ&#x201A;ow and notiďŹ cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is ďŹ&#x201A;exible and easy to use, improving organizational performance.
Writing / Documentation Services Application Service Provider/Hosting
Myappsanywhere by NetStandard
Rose Business Solutions, Inc http://www.roseasp.com â&#x20AC;˘ 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.
KEY:
Axapta
Great Plains
GoIWx, Inc. http://www.goiwx.com â&#x20AC;˘ 952-258-6300 ext. 6321 Cloud Hosting Services for ERP and CRM GoIWx: Bringing Personal Commitment to the Cloud, One Business at a Time.
Business Portal Development DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.
Cloud Computing Ariett Business Solutions, Inc. Reviora http://www.reviora.com â&#x20AC;˘ 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.
Tribridge http://www.concertocloud.com â&#x20AC;˘ 877-977-8458 NEW: Tribridge Concerto Data Resolution, LLC Cloud Services Concerto Cloud oďŹ&#x20AC;ers Dynamics Solutions http://www.dataresolution.net â&#x20AC;˘ 877-878-9108 as a Service in a private cloud environERP Clouds ment. Subscription pricing, dedicated Data Resolution is dedicated to delivering resources, no shared components, and private ERP cloud services branded as a complete solution customized to ďŹ t the partners brand. We keep all of our unique needs. cloud customers optimized & working 24 hours a day, worldwide for the last 11 years.
Navision
Solomon
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.
Customer Relationship Management
Retail Management System
http://www.ariett.com â&#x20AC;˘ 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 Journyx http://www.journyx.com â&#x20AC;˘ 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.
Point of Sale
Fall 2013
49
WRITING / DOCUMENTATION SERVICES
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
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.
Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 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.
Email Marketing The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 E-Mail Content and Services Get access 24x7 to an online library full of unique newsletter content or elect the full-service options to nurture your pipeline of leads.
Implementation & Consulting
http://www.lookingglassmarketing.com 614-453-5927 Cost-eďŹ&#x20AC;ective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.
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.
http://www.sierraws.com â&#x20AC;˘ 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.
Managed Services RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Managed EDI Cloud Service for mid-sized suppliers. EDI is never easy - let RedTail do it for you. Top EDI compliance with Lowest Total Cost.
KEY:
Axapta
Great Plains
50
NAVUG Magazine
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.
Services
Avalara, Inc. http://www.avalara.com â&#x20AC;˘ 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.
SharePoint Development
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.
DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.
OnDemand Trials
The Partner Marketing Group
Rose Business Solutions, Inc.
Social Media
http://www.thepartnermarketinggroup.com 732-237-8795 ButterďŹ&#x201A;y Publisher Join Dynamics partners on ButterďŹ&#x201A;y, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eďŹ&#x20AC;ective!
http://www.goERPcloud.com â&#x20AC;˘ 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.
Navision
Solomon
Customer Relationship Management
Retail Management System
United ERP, LLC http://www.unitederp.com â&#x20AC;˘ 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.
All Abuzz, LLC http://www.allabuzz.net â&#x20AC;˘ 303-956-9677 All Abuzz Business Writing & Marketing Sales Literature, Web Content & Consulting. Bring in new business with powerful, eďŹ&#x20AC;ective, copy. Together, we'll make your words work!
The Partner Marketing Group
Member Organizations
http://www.sierraws.com â&#x20AC;˘ 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.
Software Development Consulting
Sales Tax Management Service
Dynamic Communities
Sierra Workforce Solutions
Recruitment Services
Looking Glass Marketing
Sierra Workforce Solutions
Implementation Services
WRITING / DOCUMENTATION SERVICES
Marketing Planning & Services
The Partner Marketing Group 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.
Training 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.
Writing/Documentation Services The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use â&#x20AC;&#x2DC;content marketingâ&#x20AC;&#x2122; to build your brand and drive prospects into your sales pipeline.
Point of Sale
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 oďŹ&#x20AC;erings with the new Mobile version of The List!
6RPH VD\ WKH\¶UH LQWHJUDWHG RU HYHQ HPEHGGHG
7+(1 7+(5(¶6 '$7$+$9(1 )25 '<1$0,&6
Now available on your mobile device!
Drag and drop, scanning, OCR and workflow embedded into Microsoft Dynamics and Outlook ...and available on your mobile device!
datahaven4dynamics.com +1.757.222.2000