The Partner Channel Magazine Fall 2015

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FALL 2015

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Collaboration MORE THAN LIP SERVICE

Hiring AND KEEPING

New Talent

CONGRATULATIONS TO THE 2015 MICROSOFT DYNAMICS

Partner Award Winners



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contents &ALL s 4HE 0ARTNER #HANNEL ® Magazine

IN EVERY ISSUE

FEATURES

Contributors Masters of Collaboration

2015 Microsoft Dynamics Partner Recognition

9

16

8

14

Events

TPC Interview

Booking Out

Jeff Geisler

10

25

News

Word-A-Ganza

Great Mix This Quarter

12

On the Homefront Memoirs of a Great Collaboration

20

Members Only Corner Myappsanywhere

DEPARTMENTS Leadership You’re In My Sandbox: Why Collaboration Sometimes Doesn’t Work

VAR Profile

18

40

52

No Man (or Woman) is an Island

Find the Solutions You Need: Part 1

22

Advertiser Index

53

The List Find the Solutions You Need: Part 2

30

Meet the Class of “Marketers Excel into Geniuses”

Sales

A Cautionary Tale

Marketing

26

Collaborative Marketing C is the New Black

42

Gourmet Marketing Go

32

Hiring and Keeping Talent

39

Logo Contest

44

Building and Leveraging College Connections to Secure New Talent

48

ISV Profile Nexonia

50

TPC Caption Contest and Results

A publication dedicated ed to build building ld din ing a c community for Partners THEPARTNERCHANNEL.COM | FALL 2015

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knows

Commodity & Manufacturing Built on the ERP Platform and providing seamless integrated ERP solutions TRADERS Scalable Commodity allows: Real time position management – Physical and financial Mark to market valuations Future contract hedging Contract pricing – Fixed & multiple price fixing options – Exchange based – Multiple fixings per contract/shipment/ load – Flexible allocation of price fixings – Non-fixed price contracts Quality specifications – Record quality analysis (QA) results per load – User defined formulae to calculate bonus and discounts based on QA results Prepayment of buy and sell contracts Provisional invoicing

INDUSTRIES Scalable Commodity works with a diverse range of industries including: Agri-Commodities: Grains, Cereals, Oilseeds, Soya, Pulses, Nuts, Seeds Softs: Coffee, Cocoa, Sugar, Cotton, Wool Nuts and Oils: Spices, Nuts, Seeds, Essential Oils, Botanicals, Edible Oils Chemicals: Fertilizers, Nitrates, Ammonia, Drug & Cosmetic Companies Food: Breweries and Distilleries, Pasta Manufacturers, Snack Foods, Meat and Poultry Processors, Fruit Juice, Bakers, Animal Feed, Tea, Coffee, Dairy Energy: Bio-Fuels, Coal, Woodchips

MANUFACTURERS Scalable Commodity allows manufactures the ability to allocate contract quantities against planned requirements generated from standard Dynamics AX master planning. Key features include: Q Master planning and demand forecasting Q

Visibility of production demand across the supply chain

Q

Manage raw material contracts

Q

Track and manage costs for each contract and shipment to calculate landed cost for raw materials

Q

Use allocations to generate shipping/delivery instructions and MORE…

Metals: Scrap, Copper, Zinc, Magnesium, Manganese, Gold

Accrual management – and MORE…

Dealer Enquiries Welcome Global enquiries: +1 714 594 7690 info@scalableax.com

www.scalableax.com


NOTES

from The Partner Channel Email: Jenny@thepartnerchannel.com Twitter: partnerchannel Facebook: ThePartnerChannel LinkedIn: company/the-partner-channel

The Partner Channel ® Magazine Fall 2015 Publisher TPC Publishing Editor-in-Chief Jenny Davis Copy Editor Kate Mund Writers Bethany Foyt Jasmine McNellis Jenny Davis Contributing Writers Adrianne Machina Barbara Pfeiffer Linda Yates Pam McGee Peter Joeckel Tracey Kantrud Art Director Shawn Olson Contributing Artists Dave Swang Matt Mastrud Shawn Olson Advertisement Sales Jane Olson

The One About Collaboration

W

hat do you think of when you read the word “collaboration”? I guess that depends on your experiences. When it’s a good fit, it can be a beautiful, productive thing, as Barbara Pfeiffer shares in her article, “Collaborative Marketing is the New Black” (see page 26). If you’re a little uneasy about the partnership, Peter Joeckel provides some scenarios and lessons (with a very common theme) in “A Cautionary Tale” on page 22. If it is just not working out, Pam McGee proposes that you don’t have to feel bad about making a change in “You’re in My Sandbox” on page 18. But let’s get back to those positive experiences, shall we? The Microsoft Dynamics Partner Recognition program was this past July, and this year’s President’s Club, Inner Circle, and Partner Award recipients are listed on page 14. We also sat down with Jeff Geisler, CEO and senior managing director of Socius, the longest-running Inner Circle Partner, to gain his perspective on the collaborative spirit that comes with the Inner Circle Summit. We’re also collaborating with Partners to offer a new highlight in the magazine, dubbed the Solution Spotlight. These spotlights feature customer success stories with Microsoft Dynamics add-on products and services, and we’re excited to showcase this value on pages 36-38. Thank you to my team, our advertisers, and participants in The List for your collaborative efforts on this issue (and through the years!). Enjoy the read, and here’s to some more great collaborative experiences.

Membership Program Manager Jasmine McNellis

The Partner Channel Magazine is published by TPC Publishing, a business unit of The Partner Channel, Inc., with principal offices at 1240 Elm Street, Fargo, N.D. 58102. All postage is paid from Fargo, N.D. If you wish to be removed from the mailing list, send your request, including name, business name, and mailing address to the above address, or to Jane@thepartnerchannel.com. If you wish to add names, the same directions apply.

Jenny Davis president of The Partner Channel

This label only applies to the text stock.

FALL 2015

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The Partner Channel®, Inc. is an independent company and is not affiliated with Microsoft Dynamics® or any of its affiliates or subsidiaries. This is a copyrighted publication ©2015, and all articles herein are covered by this copyright. All rights are reserved. Any use of the content for commercial reasons or any other form of reproduction of material herein is strictly prohibited without prior written approval of The Partner Channel, Inc. Most articles are submitted by independent industry professionals; therefore their views and opinions may not be those of the publishers. Inasmuch, TPC Publishing cannot be held responsible for any or all comments or information held within those articles. This publication is printed in the U.S.A. by Forum Communications Printing.

Collaboration MORE THAN LIP SERVICE

Hiring AND KEEPING

New Talent

CONGRATULATIONS TO THE 2015 MICROSOFT DYNAMICS

Partner Award Winners

On the Cover Ancient Sumerian men and women were possibly the first to invent and wear lipstick, about 5,000 years ago. They crushed gemstones and used them to decorate their faces, mainly on the lips and around the eyes. Also around 3,000 BC to 1,500 BC, women in the ancient Indus Valley Civilization applied red-tinted lipstick to their lips for face decoration. Ancient Egyptians extracted red dye from a small amount of iodine and some bromine mannite, but this dye resulted in serious illness. Lipsticks with shimmering effects were initially made using a pearlescent substance found in fish scales. Source: Wikipedia Cover illustration by Matt Mastrud for The Partner Channel ®. THEPARTNERCHANNEL.COM | FALL 2015

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CONTRIBUTORS ADRIANNE MACHINA

PAM MCGEE Email: Amachina@tornadomktg.com Facebook: Adrianne.machina Twitter: Adriannemachina LinkedIn: Adriannemachina

Email: Pmcgee2@hotmail.com

ADRIANNE MACHINA IS THE CHIEF VELOCITY OFFICER of Tornado Marketing, Inc. and an Authorized Duct Tape Marketing Coach. A huge Web 2.0 advocate, Adrianne’s marketing strategies and copywriting service help clients leverage the Web to bring in more leads and most importantly – more sales! Having worked in the Microsoft Dynamics channel since 2000, Adrianne provides valuable insight into how to market complex solutions.

PAM MCGEE IS THE PRINCIPAL OF PMCGEE CONSULTING and specializes in helping businesses get to the future instead of having their future get to them. Specialty areas that you can count on Pam for are building a culture, defining shared values, coaching, leadership, and basic HR practices. Pam has more than 20 years business experience, 10 years consulting experience, and strong leadership and management skills.

BARBARA PFEIFFER

PETER JOECKEL Email: Pjoeckel@turnondynamics.com Twitter: TurnOnDynamics LinkedIn: Peter Joeckel Website: www.turnondynamics.com Blog: blog.TurnOnDynamics.com

Email: Barbara@thepartnermarketinggroup.com Twitter: PartnerMktGrp LinkedIn: Pfeifferbarbara Blog: www.thepartnermarketinggroup.com/blog

WHEN IT COMES TO INNOVATIVE MARKETING FOR TECHNOLOGY COMPANIES and their channel, few people possess the level of expertise, leadership, and passion as Barbara Pfeiffer, senior marketing consultant for The Partner Marketing Group. Barbara has spent most of her career developing and driving high-performing marketing programs for Microsoft and a global network of VARs and ISVs. She was the strategic mind behind many exclusive Microsoft programs such as GAP, Landlord, Butterfly Publisher, Marketing Essentials, and Marketing Office Hours. Barbara is constantly on the leading edge of marketing and specializes in helping clients build and execute comprehensive marketing plans including social media, inbound marketing, nurture marketing, and content marketing, as well as marketing assessments and plan/program development and management.

LINDA YATES Email: Linda@lhyatesconsulting.com Facebook: Lindahyatesconsulting Twitter: Lhyates LinkedIn: Lhyates YouTube: Lhyates Website: www.lindahyates.com

KNOWN AS “THE IMAGE ENERGIZER”, Linda is a highly-sought international keynote speaker, executive coach, and corporate trainer. She has produced more than 250 educational seminars on helping individuals and businesses uncover, realize, and accomplish their goals. She has motivated more than 10,000 individuals representing Fortune 500 companies throughout North America – including Tyco, American Express, Wells Fargo, Microsoft, Fannie Mae, Century 21, and Office Depot – on their internal processes and corporate initiatives. Host of “The Executive Edge” podcast and author of “6 Steps to ENERGIZE Your Brand”, Linda believes that nothing is impossible.

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PETER JOECKEL HAS BEEN A LEADER IN MID-MARKET ERP SINCE 1986 when his company installed some of the first network-based manufacturing systems in the country. As a business owner, Peter built and eventually sold one of the fastest-growing and forward-thinking value-added software dealerships in the country. Its success was fueled by innovative software selection techniques and an outstanding project delivery team. He sold the organization in 1999 to an e-commerce provider when it had grown in less than three years from zero to $6 million in annual revenue with more than 300 customers and 45 employees. He has assisted in the selection and implementation of hundreds of ERP solutions and has been recognized for his ability to match the right solution for a customer’s needs rather than “pushing boxes of software.” Today, Peter focuses on helping companies select and implement ERP solutions by using advanced tools and processes that increase the likelihood of successful projects. His goal is to continue to improve those tools and processes to build value for customers and provide a smooth transition from the selection to implementation process.

TRACEY KANTRUD

Email: v-trlaq@microsoft.com Website: www.microsoft.com/dynamicsAA

TRACEY KANTRUD IS A PROGRAM MANAGER for the Microsoft Dynamics Academic Alliance. She works with Microsoft Partners and educational institutions worldwide to get new Microsoft Dynamics junior resources into the industry. Tracey enjoys the opportunity to share students’ excitement when they get their first Microsoft Dynamics job through Academic Alliance success stories. Tracey has a background in journalism, communications, and project management.


EVENTS /#4/"%2

NAV Directions 2015

Convergence 2015 Europe

Microsoft Dynamics AX User Group Summit

October 25-28 | Orlando, FL www.navdirections.com

November 30-December 3 Barcelona, Spain www.microsoft.com/dynamics/convergence

October 13-16 | Reno, NV axugsummit.com

Microsoft Dynamics CRM User Group Summit October 13-16 | Reno, NV crmugsummit.com

Microsoft Dynamics GP User Group Summit October 13-16 | Reno, NV gpugsummit.com

Microsoft Dynamics NAV User Group Summit October 13-16 | Reno, NV navugsummit.com

Microsoft Dynamics AX Industry Training-Retail

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October 26-30 | Fargo, ND https://training.partner.microsoft.com

Microsoft Dynamics Technical Conference

./6%-"%2

February 23-25 | Seattle, WA www.microsoft.com/dynamics/ techconference

Microsoft Dynamics AX Industry Training – Manufacturing November 2-6 | Fargo, ND https://msevents.microsoft.com

Microsoft Dynamics US Industry Summit 2016

Microsoft Dynamics CRM Foundations

February 29-March 3 Rancho Palos Verdes, CA www.usdynamicsevents.com

November 9-13 | Charlotte, NC https://msevents.microsoft.com

!02),

eXtremeCRM 2015

Convergence 2016 New Orleans

November 16-19 | San Diego, CA www.extremecrm.com

April 4-7 | New Orleans, LA www.microsoft.com/dynamics/convergence

www.microsoft.com/convergence

Where business meets possibility. Discover the solutions, the connections, and the inspiration to take your business to the next level. At Microsoft Convergence, you’ll hear from visionary leaders who are blazing new trails and will challenge you to think about your business in news ways. Get an insider’s look at innovations that address your business challenges. Share insights with colleagues from around the world, and make connections that will last long after the event.

Barcelona, Spain 30 November–2 December Register now!

New Orleans, Louisiana April 4–7 Save the date!

THEPARTNERCHANNEL.COM | FALL 2015

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NEWS ACOM has designed true groundbreaking integration with Microsoft Dynamics GP. Driven by ACOM’s content management platform, payables automation delivers “realtime” functionality from purchase order through completed Microsoft Dynamics GP transaction and secure archival. Automatically capture invoices and related documents to create Microsoft Dynamics GP transactions directly from OCR data or workflow approval. Gain immediate visibility and control with no import or export data required. Eliminate manual processes, increase efficiency and productivity, and accelerate approval time from days or weeks into just hours. Turn payables into a profit center for real bottom-line performance. Learn more at www.acom.com. Carbonite, Inc. (Nasdaq: CARB), a leading provider of cloud and hybrid business continuity solutions for small and midsized businesses (SMBs), announced the expansion of its highly successful free trial program to its global network of distributors, national solutions providers, and more than 6,000 channel partners. With this full-feature, noobligation trial, Carbonite partners can now offer their customers the power and simplicity of the Carbonite Server Pro Bundle, which includes both server and workstation back-up technology. “The majority of small businesses who try Carbonite become customers,” said Pete Lamson, senior vice president of global sales at Carbonite. “Together with a very strong renewal rate, our new Partner Trials program makes it easy for our partners to demonstrate value to their customers, drive sales of Carbonite, and enjoy a recurring revenue stream for years to come.” To learn more about Partner Trials, or to become a Carbonite partner, visit www.carbonite.com/ partners. Computer Market Research (CMR), a leading developer of Web-based channel management solutions, announced that

it is providing an online portal for Urban Armor Gear, the manufacturer of military grade phone and tablet cases. The portal will be used to help Urban Armor Gear manage its Deal Registration Program, which gives its partners security and reduced channel conflict. Urban Armor Gear is using CMR’s deal registration software to streamline the process via automated alerts and comprehensive dashboards that show the status of deals in real time. For full details, visit computermarketresearch.com/ news/2015/06/30/cmr-provide-web-basedportal-urban-armor-gear. Crestwood Associates LLC acquired longtime Oak Park-based Acumatica, Sage, and Greentree consulting firm, Visions Business Solutions (VBS) on August 17, 2015. VBS will operate under the Crestwood Associates name at its Mount Prospect, Illinois headquarters. Crestwood provides Microsoft Dynamics and Acumatica accounting solutions to mid-sized companies and has done so for 17 years. This is Crestwood’s second merger in 2015, emphasizing the firm’s focus on growth and its determination to offer clients an expanding portfolio of products and services. Learn more at www.crestwood.com. Cutwater Solutions, the designer and provider of Cutwater AIM (Advanced Inventory Management) software, announced that Sunroof Express, a leader in sunroof and T-top replacement, has implemented Cutwater AIM to improve the visibility of its inventory. Sunroof Express has been serving customers, and fulfilling their roof panel and convertibletop glass replacement needs, for more than 20 years. Located in Troy, Michigan, Sunroof Express’ expertise with cars and auto insurance companies has allowed the company to thrive. With such a trend-based industry, Sunroof Express was looking for a tool that would help increase its visibility and have a more accurate interpretation of its inventory. For more information, visit www.cutwatersolutions.com.

DFC Consultants has hired Scott Aafedt as a business solutions consultant and Jason Buckingham as an applications consultant. Scott previously worked as a senior technical lead at VMC Consulting, and Jason has 15 years of experience in accounting and Microsoft Dynamics GP, most recently serving as a senior solution specialist with Encore Business Solutions. DFC Consultants is a Microsoft Gold Certified Partner with three locations across North Dakota. Visit www.dfcconsultants.com to learn more. DynamicPoint’s Requisition Management Application supports various scenarios of receiving that allow a non-Microsoft Dynamics user to not only create a requisition, but also to create receipts directly within Microsoft SharePoint. The solution, which is configurable to accommodate various hybrid methods, supports centralized receiving, decentralized receiving, or a combination of the two. It triggers workflow to ensure approval of receiving transactions before automatically posting to Microsoft Dynamics NAV, and it enables users to approve receiving transactions via email. See how it works, view a video, and read the latest blog post at sharepoint-blog.com/ sharepoint-dynamics-nav-automate-receiving3-different-ways. Green Beacon Solutions, a national Microsoft Dynamics CRM Partner and expert in helping federal, state, and local governments operationalize their strategies, announces the promotion of Matthew Beaumont to vice president of public sector. Matthew, who has been with Green Beacon since 2004, drives the company’s go-to-market strategy for the public sector practice and oversees the company’s CRM implementations for government entities, including the U.S. Department of Veterans Affairs, U.S. Department of Treasury, and Fairfax County, Virginia. Learn more at www.greenbeacon.com.

Got news? Share it with us at www.thepartnerchannel.com/magazine under “News,” and we’ll print it in the Winter 2016 issue of the magazine. 10

FALL 2015 | THEPARTNERCHANNEL.COM


Integrity Data, a longstanding leader in payroll and human capital management for Microsoft Dynamics, has acquired Sypnio Software, a startup focused solely on Affordable Care Act (ACA) reporting and compliance. “Due to the urgency for employers to prepare for the intricate new IRS reporting come January 2016, we made the strategic decision to bring in an all-inclusive solution that will benefit our reselling Partners and customers,” says Patrick Doolin, CEO of Integrity Data, referring to the acquisition that fits perfectly into Integrity Data’s existing suite of solutions. To read the full press release, visit www.integrity-data. com/integrity-data-acquires-sypnio-softwareramps-up-aca-muscle. k-eCommerce is gearing up for a busy end to 2015. The company finalized its integration to Microsoft Dynamics GP 2015, Microsoft Dynamics NAV 2015, and Microsoft Dynamics CRM 2015 and doubled the size of its support, development, and project teams to prepare for more new clients and projects than ever before. Learn more at www.k-ecommerce.com. NMB Solutions and ProShip® now offer a global, flexible, and native Microsoft Dynamics AX multi-carrier shipping and manifesting solution that will handle customers’ domestic and international small parcel and LTL shipments. Visit www.nmbsolutions.ca for details. Tribridge, a 650-person technology services firm specializing in business applications and cloud solutions, has joined the NetSuite Solution Provider Program to meet the rising demand for cloud enterprise resource management (ERP), and e-commerce among midmarket customers in the U.S. NetSuite Inc. (NYSE: N), is an industry-leading provider of cloud-based financials/ERP and omni-channel commerce software suites. To learn more, visit www.tribridge.com.

Open Door Technology is pleased to announce its rental module for Microsoft Dynamics NAV has passed the software solution test for the Certified for Microsoft Dynamics accreditation, which is a major step towards achieving the Certified for Microsoft Dynamics designation. The Open Door Rental Software module has demonstrated excellence in development quality and Microsoft Dynamics NAV compatibility. The response from the equipment rental industry to the solution made Open Door a finalist for Regional Partner of the Year. Learn more at www.opendoor.ca. Visit the Panatrack exhibit (GPUG booth #703) to learn more about PanatrackerGP Version 7, which brings new levels of warehouse management system (WMS) functionality to the proven and trusted PanatrackerGP barcode inventory and asset management product. The version includes improved tools for order fulfillment, picking routes, license plating, manufacturer item cross reference, directed transfers, and unique item identification (UDI). PanatrackerGP Version 7 supports Microsoft Dynamics GP 2015, GP 10, GP 2010, and GP 2013. PanatrackerGP supports Microsoft Dynamics GP in both on-premise and private or public cloud environments and uses Microsoft Dynamics GP as the data master, rather than adding a separate database that must be synchronized. Visit www.panatrack.com to learn more. The Infinia Integrator, a Sikich LLP ISV solution with on-screen color-coded data validation, is the easiest way to copy and paste data fully validated from Microsoft Excel to Microsoft Dynamics GP. New modules for the Infinia Integrator now include Master Records including GL Posting Accounts, AP Vendors, and AR Customers. Additionally, a 240-day conversion start-up suite can be licensed for customers converting to Microsoft Dynamics. Visit www.excelintegrator.com for details.

Stoneridge Software was the honored recipient of the Best-in-Class Gold Award for midsize companies in Minnesota Business Magazine’s 2015 Best Companies to Work For. From the top 100 companies, three award winners were announced in each of the small, midsize, and large business categories. Anonymous survey results showed the company is lauded for being an employee-focused company where employees feel valued and empowered to be creative and speak their opinions. Learn more about Stoneridge Software at www.stoneridgesoftware.com. On August 1, several TrinSoft team members participated in the third annual LBX Dig Deep 5K, which TrinSoft also sponsored. The event was born in 2013 when LBX Company, already committed to promoting a healthy work environment for its employees, decided to put on a race for everyone and help raise awareness for a charity in the process. All net proceeds for this year’s event benefit the Lexington Shriners Hospitals for Children. For more information, visit lbxdigdeep.com. XAPT Corporation, a global Microsoft Dynamics provider, announces that Leavitt Machinery, one of the largest material handling equipment dealers in North America, has selected its Microsoft Dynamics AX for Equipment Dealers integrated ERP solution to streamline business processes and better equip the business for growth. Leavitt Machinery will implement Microsoft Dynamics AX by utilizing XAPT’s rapid deployment implementation product, SEAL. SEAL incorporates world-class industry software that has been pre-configured, with proven best practices and predefined methodology. Learn more at www.xapt.com.

Got news? Share it with us at www.thepartnerchannel.com/magazine under “News,” and we’ll print it in the Winter 2016 issue of the magazine. THEPARTNERCHANNEL.COM | FALL 2015

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ON THE

HOMEFRONT

Memoirs of a Great

COLLABORATION

story by *%..9 $!6)3

A

h, collaboration. Before I had a couple of great professional instances under my belt, the word conjured up memories of group projects in college. Remember those groups? Two or three people did 99 percent of the work; one or two people showed up to each meeting but had no idea what was going on; another pledged help but never actually did anything; and the final person disappeared after the first meeting and didn’t show up again until the in-class presentation. (Statistically speaking, some of you must fall into those latter categories. Don’t worry, I’m over it now.) Those aforementioned professional instances washed away the angst of the college ones. In my first professional role, I was fortunate to work on a team where a group of talented people came together to put on events for Partners and customers. If I break it down, there were two things that really helped everything come together: Roles and goals.

hands-up-in-the-air moments, but overall, we were a happy, sane team. We even had lunch away from our desks and took strolls to the vending machines to play the “if calories didn’t matter” game (it’s pretty much what you imagine).

4(% '/!,3 The other element of this team’s success was that we had a common goal in mind: Serving Partners and customers. (Specifically, to improve the lives and business success of Partners and customers). When we were looking at a location, agenda, speakers, content, stage design, etc., our audience was a key factor in the decision. Would it be a good move for them? Would it enhance their experience?

In my first professional role, I was

fortunate to work on a team where a group

4(% 2/,%3

of talented people came together to put on

Each team member had a specific role. We had one major event per quarter, and a couple of smaller ones sprinkled throughout the year. The primary event managers were assigned events on either side of the calendar year, so that when one event ended, there was a small buffer before the next one heated up. Individuals were assigned to content management, marketing, communications, sponsors, ancillary events, graphic elements, keynote messaging, and so on. Many of these individuals kept the same responsibilities event after event, so as to create a cadence, although some roles did rotate from time to time to keep people fresh. With these roles assigned, we moved forward and executed on our events with very little burnout. Seriously. Sure, there were intense,

events for Partners and customers.

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That came from the top down, and the company lived it and breathed it. It was special, and I haven’t really seen anything like it since. Looking back with a fair dose of nostalgia, I think that team could still be producing great experiences for Partners and customers. But like most good things, that time came to an end. That experience was a springboard for people to go out and create many other worthwhile and service-oriented endeavors, and I am better for the lessons those individuals shared with me.



MICROSOFT DYNAMICS

PARTNER RECOGNITION PARTNER AWARD RECIPIENTS

Microsoft honored 28 Partners with individual awards for their exceptional performance in delivery of solutions to customers in the past year. Global Outstanding Reseller of the Year: Accenture/Avanade Global Outstanding ISV of the Year: LS Retail EHF

REGIONAL AWARDS Reseller of the Year - Asia Pacific: Ignify, Inc. Reseller of the Year - Canada: ThinkMax Consulting Inc. Reseller of the Year - Central and Eastern Europe: Netwise S.A. Reseller of the Year - Greater China: Tectura Reseller of the Year - France: TVH Consulting Reseller of the Year - Germany: proMX GmbH Reseller of the Year - India: Acxiom Consulting Pvt. Ltd. Reseller of the Year - Japan: Yokogawa Solution Service Corporation Reseller of the Year - Latin America: Accendo S.A. Reseller of the Year - Middle East and Africa: Levtech Consulting DMCC

Reseller of the Year - United Kingdom: eBECS Ltd Reseller of the Year - United States: Tribridge Holdings, LLC East Reseller of the Year - Western Europe: RealDolmen NV ISV of the Year - Canada: Adxstudio Inc. ISV of the Year - Central and Eastern Europe: Avilex ISV of the Year - France: ISATECH SASU ISV of the Year - Germany: GWS Gesellschaft für Warenwirtschafts-Systeme mbH ISV of the Year - India: Centric Solutions ISV of the Year - Middle East and Africa: Dynamics Africa Services (Pty) Ltd ISV of the Year - United Kingdom: LexisNexis ISV of the Year - United States: LS Retail EHF ISV of the Year - Western Europe: LS Retail EHF

MICROSOFT PARTNER NETWORK AWARDS Customer Relationship Management Partner of the Year: Accenture/Avanade Enterprise Resource Planning Partner of the Year: mcaConnect

Microsoft Dynamics Cloud Partner of the Year: PowerObjects Microsoft Dynamics Industry Partner of the Year: UXC Eclipse

PRESIDENT’S CLUB President’s Club recognizes the top five percent of Microsoft Dynamics Partners worldwide and honors their constant dedication to delivering solutions that meet their customers’ unique needs, active pursuit of product and technological advancement, and impressive sales performance. @Work Management Associates B.V. Abakion a/s Accendo S.A. adesso AG Advania AS Adxstudio Inc. agiles Informationssysteme GmbH AKA Enterprise Solutions ALTERNA S.R.L Avilex AX4B Servicos de Informatica LTDA

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Axnosis Azzure IT Ltd Binary Stream Software Inc. CareWorks USA LLC Circon Circle Consulting AG Cloud9 Insight Ltd. Cogsdale Corporation Columbus Global UK Ltd. Columbus IT Partner ZAO CORNATOR A/S Crestwood Associates Customer Capital Consulting Pte Ltd CyanSYS Private Limited

Data Dynamic AG Data Masons Software, LLC Data Resolution Delaware Consulting CVBA Dialog Pty Ltd Diamond Software Inc. Digia Oyj Digital Vantage Point Inc EDAN Business Solutions NV ELAD Systems Ltd. Elbek & Vejrup A/S Ellucian Company L.P. Elva Baltic E-Markets, Inc.

Epicor Software Corporation eTelligent Solutions, Inc. Financials for Office 365 Pty Ltd Fujitsu Limited GAC Business Solutions Gonzalez, Cortina, Glender Y Compania, S.A. Green Beacon Solutions Hewlett-Packard Company HGH Business Consultancy HRP Europe Kft. I9 Tecnologia e Inovacao Empresarial


2015

INNER CIRCLE

Inner Circle recognizes the top echelon of Microsoft Dynamics Partners and ranks them at the top of the global network of Partners. This award is a direct result of the positive relationships that these Partners have developed with customers as well as their commitment to delivering top-quality solutions. ABeam Consulting Ltd. Acando AB Accenture/Avanade Acxiom Consulting Pvt. Ltd. Alfapeople Group Aps Armanino, LLP BKD Technologies Blue Horseshoe Solutions, Inc Capgemini Italia S.p.A Columbus IT Partner Danmark Columbus US, Inc. Compusoft Computer Engineering & Consulting (Shanghai), Ltd. CRM Partners B.V. eBECS Ltd Edgewater Fullscope EG A/S

Iglesias Farre Ros S.A. Infoma Software Consulting GmbH Iniker S.A. Innoviz Solutions Co., Ltd Inventio IT A/S iStone Dynamics Sverige AB IT PIAST Sp. z o.o. IT.Integro Sp. z o.o. Japan Business Systems, Inc KCP Dynamics Korus Consulting Group Lean4systems Ltd. Ledgeview Partners Link Management Solutions, SA Logic Point s.r.o. markmann + müller datensysteme GmbH

Empired Limited EOS AG SpA GMCS Verex GWS Gesellschaft für Warenwirtschafts-Systeme mbH Hand China Co., Ltd. Hewlett-Packard Company Hitachi Solutions HSO International IBM incadea GmbH Junction Solutions, LLC K3 Retail Solutions Limited KPMG Lanit ZAO LINK Development LS Retail EHF

Matriks IT A/S Mergetool.com Mint Management Technologies (Pty) Ltd mse GmbH MW data a/s NAVAX Consulting GmbH NEC Asia Pacific PTE LTD NSI IT Software & Services Open Door Technology Inc Oseberg Solutions AS Parge Yazilim Danismanlik Tic. A.S Partners Associates S.p.A. PricewaterhouseCoopers Pvt. Ltd Pylades Pythagoras Communications Ltd

mcaConnect, LLC McGladrey Product Sales/ Corporate Mepco Oy MHT SRL Modus Consult AG Negotium Technologies Netwise S.A. OnDemand4U Optevia Limited PORINI PowerObjects Prodware proMX GmbH Pulse Automation Experts bv Quattro Business Solutions b.v. The Rand Group, LLC RealDolmen NV

Rhino Systems, S.A. DE C.V. SaaSplaza Sable Systems Pty Ltd SBS Group Socius Sonoma Partners, LLC To-increase B.V. Tribridge Holdings Tridea Consulting TVH CONSULTING UXC Eclipse Pty Ltd Veripark Western Computer XAPT Hungary Kft. xRM Yokogawa Solution Service Corporation

Quantiq Technology Ltd Real Consulting Integration & Operation S.A. Rödl Dynamics AG Sana Commerce Scales Group Aps SG Automatisering B.V. Sielte S.p.A. Singular Systems (Pty) SIS Software, LLC SK Global Software, LLC Summit Group Software SYCOR GmbH Synergy Business Solutions, Inc. Synergy Software Systems Systems Advisers Group Services Limited Systems Limited

Technology Management (Midlands) Limited Tecnocom Telecomunicaciones y Energía, S.A. Terna GmbH - Zentrum fuer Business Software The Naviworld Group, Ltd The TM Group, Inc. TOPS Consulting LLC UK Navicon WebSan Solutions Inc. WIKA Systems Schweiz AG Wipfli LLP Wipro Limited Würth Phoenix Srl. Young & Partners

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TPC INTERVIEW

Jeff

Geisler CEO and senior managing director of Socius Socius has taken the reigns as the longest-running Inner

socius The Power of Partnership

Circle member in the Microsoft Dynamics Partner community, celebrating its 19th achievement this year. The Partner Channel sat down with Jeff Geisler, CEO, to talk about what this tenure means to Socius, their focus for the next year, and how the company approaches bringing new talent into the organization.

The Partner Channel (TPC): Nineteen years – that is quite an achievement! Looking back over the years, what has been the greatest benefit to being named to Inner Circle? Jeff Geisler (JG): Thank you. It’s an honor to be recognized with this distinction so consistently. In terms of the Inner Circle event, the thing that has remained the same from the first event to this last one is gaining a sense of where Microsoft is headed – especially as it relates to Microsoft Dynamics – and the interaction with other Partners in a completely different way than how we interact in other places. Inner Circle keeps the conversation at a level that is very strategic in nature. There used to be an alumni event each year that was very powerful as well, bringing together the top Partners over the years as it’s important to stay in touch with that community. TPC: Those who are familiar with the Inner Circle of past remember a recreation-focused retreat. This year’s event was more of a business summit, focusing more on strategy and connection than relaxation and celebration. What are your thoughts on that change? Did it translate well?

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JG: I remember the first “world-wide” Inner Circle, where we traveled halfway across the world to the Canary Islands. I wondered at the time if traveling the distance would be worth it, but it really was – except maybe for the part where I was without my luggage for one and a half of the three days! I saw a place that I would probably never see, and the event was interesting, valuable, and a place where I could deepen relationships with people that I only talk to once or twice a year. This summit-like event was a similar experience. It’s an evolution, really, and the main objective was accomplished. The content helped me assess and validate that we’re positioning ourselves effectively in the marketplace at the appropriate time. Cloud and Cloud Solution Provider (CSP) are not new to us, and I was glad to see that the big bets we’re making around business intelligence (BI), analytics, and the enterprise and SMB space with Azure are on target. I also met two Partners that I haven’t spent time with before. You can’t give that a SKU and put it on the shelf. TPC: You mentioned your big bets. How have you shifted your focus over the years? JG: I had to laugh when Kevin Turner (Microsoft chief operating officer who hosted a Q&A at the event) said that you have to skate where the


puck is going, as I say that all the time at Socius. When people ask what differentiates us and keeps us ahead of the crowd, my answer is that it’s our focus on being better at every interaction, every time, and not only understanding our strategy today, but also where we’re going. We always know where we’re going; we just may not get the time horizon correct. We have a strong focus on helping our clients understand how technology is changing and helping them adapt with that technology. Cloud and analytics have really created an opportunity for clients to get to know their businesses better through data and how that data can help them better manage their business. TPC: The threshold for achieving Inner Circle has shifted over the years. Do you align your business goals for the year based on its parameters? JG: We did until three or four years ago. Back then, Inner Circle was a metric that we beat our drum on. We wanted to be better for our clients, and we used the retreat as a reward for our consultants. We have shifted to focus our goals on what’s best for our business. I try to be as optimistic as possible, and not dwell on the past. There’s a time and a place for everything, and as long as we keep providing value, that’s what is really important to us. I have found that as the solutions get broader and clients grow larger around the world, it has facilitated our ability to work with Partners across the world. Just as there have been shifts in strategy, there has been an evolutionary emergence of new products. In those

early days (after the Microsoft acquisition), I’m sure a lot of Microsoft Dynamics AX and Microsoft Dynamics NAV Partners felt that way. TPC: We focused on hiring in our VAR Profile for this issue (editor’s note: see page 32 for that article). How does Socius approach hiring new professionals? JG: The Academic Alliance got us started with events, and we have since evolved our approach over the last three years to hit college campuses pretty hard. We start with 10 intern spots each spring and at the end of the summer we make a few job offers. When an intern comes onboard, we have the Socius consulting and development teams training them in ways we wouldn’t have thought imaginable five years ago. There is a new way of doing things and thinking and communicating, and sometimes the newest consultants help us refocus our thoughts in that way. I never imagined a major in analytics, but we’re hiring those people today. It’s exciting to see their aptitude in taking data and applying it to businesses. We have a client that is a baseball entity and we created a dashboard to help them see which of their themed nights is the most successful. It maybe wasn’t a surprise to learn that the most successful night was the craft beer night, but it was good to have it validated! When people realize the impact confident decision making can have on their business, it’s huge. The last thing is to look at what is important to young people. It’s more than a job; it’s being relevant and having camaraderie amongst their peers. Culture is more important now than it ever was.

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LEADERSHIP

SA LE S

M A R K ETI NG

Why Collaboration Sometimes Doesn’t Work story by PAM McGEE | illustration by SHAWN OLSON

T

he Beatles were successful because they collaborated at the right time, with the right music, and the right talent. Space travel is a huge collaborative success story. The United States, Russia, the European Union, and China are not only sharing the same vision, but they are also collaborating on resources and equipment. Integrative software where ISVs, retailers, and Microsoft collaborate on an end-to-end solution to the customer is often a success story. Beware, collaboration doesn’t always work, and it certainly doesn’t always result in positive ROI, satisfied employees, loyal customers, and timely results. During a round of 25 interviews (group and individual), people were asked, “When has collaboration not worked?” They responded: » “It doesn’t work when it is too difficult and creates extra work.” » “It doesn’t work when the purpose is collaboration, not a solution for a customer, team, or business reason.” » “It doesn’t work if people are shallow and only in the game for their gain.” » “It doesn’t work if you create a sense of ‘losing power’.” » “It doesn’t work when people don’t believe that collaboration is real, and they sense a preconceived notion that the desired collaboration is only lip service.” » “It doesn’t work when people don’t see possibility or are not open to others’ ideas.” 18

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Those are a few of the comments that surfaced, and the general theme was, “I know I should collaborate, but more often than not, it just doesn’t work.” Ron Friedman, Ph.D. and award-winning social psychologist, states, “Collaboration doesn’t work when there is pressure to conform, and it also promotes laziness.” Harvard Business Review experts say collaboration doesn’t work when people are fighting for scarce resources, although that is often the time when leadership recommends collaboration. When field experts, events managers, project managers, and so on are forced to get work done by collaboration across teams, budgets, and strategic priorities, it results in a dismal failure because instead of assigning a team and ownership to a result, everyone is responsible, somebody should get the work done, and no one lays his/her neck on the line. The growing concern for the lack of accountability just might have its root cause in the growing popularity of collaboration. In my experience, having watched my peers, my team, and myself struggle with getting things done in a matrix organization (which is a code for lack of accountability), collaboration just doesn’t work. Employees experience no sincere or direct interest in the other person’s success, team’s success, or division’s success. Although collaboration sounds like the right thing to do, it would be un-mainstream and somewhat unpopular to say, “No, thank you. I would prefer we not work together but rather go it alone.” I sometimes think that that bold, upfront statement would save lots of people time, energy, and frustration. Chief Executive Magazine recommends that you avoid collaboration if there is competition among the teams. Teams who have one common goal and a decision maker if a tiebreaker results are a much better method for getting work completed. When collaboration results in a leadership group of people struggling to make it work, it not only decreases employee satisfaction, but it may also even result in a decline in progress. We often assume that just putting teams together to accomplish a goal is enough. In Education Week, they indicated that, “G_R_O_U_P W_O_R_K doesn’t spell collaboration”. Unmanaged and cavalier recommendations to cross-collaborate often cause people to become more competitive, less apprehensive to compromise, and even willing to fight just to fight, even when both teams may be closer to synthesis than realized.

It sometimes reminds me of the ever-popular idea that “two best friends from high schools should live together as college roommates.” Sometimes it works, but more often than not, it results in a messy friendship breakup. When two teams think they should “live together” on the same project, my guess is the result is the same. Running the risk of being unpopular, my recommendation is to stop the overt denial that cross-collaboration is the answer. It’s popular, yes, but maybe it is not the answer. When you do recommend collaboration, do so only when the teams know that at any time they can say “no”, “not working”, and “taking my toys and going home”, because if you don’t, you’ll end up wasting a lot of time deciding who gets to play with the dump truck and who doesn’t, when the problem that really needs addressing is that someone is peeing all over your sandbox.

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CORNER MEMBERS ONLY

INTERVIEW

Myappsanywhere delivers an integrated suite of Microsoft Dynamics ERP, CRM, and ISV applications, Myappsanywhere’s cloud is designed to help businesses improve their cost efficiencies and gain the agility they need to grow. Myappsanywhere’s customizable cloud can tackle simple configurations, complicated regulatory needs, and unique workflows. Learn more at www.myappsanywhere.com.

What do you like most about the approaching fall months?

Carl Hentsch, Hosted Applications Manager

The following Microsoft Dynamics Partners are celebrating their membership anniversary with The Partner Channel this quarter:

2004

I like the cooler weather and seeing the colors of the leaves changing. I also enjoy working outside in my yard on the landscaping.

OCTOBER » AIM Technologies

What is your favorite thing about working in your role?

NOVEMBER » Corporate Renaissance Group

I’ve been with the company for almost nine years and have been in my current role for three months. My favorite thing about working in my role is collaborating with Partners and ISVs every day on new products in the market and helping make it easier for them to sell them.

What events are you attending this fall to help further build your sales, marketing, and leadership skills within your role?

Our company has a very busy fall with all the events that I and other team members will be attending. We’ll be at Summit as attendees and plan to take prospects to a Jay Leno comedy event, which should be a lot of fun. We volunteer for an upcoming event in Kansas City that helps homeless pets. We’re also taking Myappsanywhere through a major rebrand, which is both exciting and exhausting. I’m looking forward to rolling out the new look and message this fall – it will be great to see our Partners’ reactions.

2005

2006 SEPTEMBER » Martin and Associates

2007 NOVEMBER » Sierra Workforce Solutions

2013

What tips do you have for working better together within teams?

NOVEMBER » CAL Business Solutions

Always know your weaknesses and others’ strengths. Don’t be afraid to ask for help when you need it, and share your knowledge with other team members so everyone can benefit.

2014

What is the most beneficial aspect of The Partner Channel’s membership program for your company and why? The Partner Channel is a great resource for collaborating with other Partners and gaining valuable knowledge.

The Partner Channel Membership Rewards Our valued Members get the best of what The Partner Channel has to offer through… Bi-monthly Member calls Extra issues of The Partner Channel Magazine each quarter Discounts of 10 percent for Partner events and training, such as The Genius Series Company listing on The Partner Channel website Tipville, our special Member newsletter, LinkedIn group access, and more Contact Jasmine McNellis via the information shared below if you want to benefit from these rewards.

» » » » »

Thank You for Your Membership! Thank you to the Microsoft Dynamics Partners who have joined The Partner Channel’s community. Your engagement and participation in the channel are what makes this community so great! For information on The Partner Channel Membership Rewards Program, please contact Jasmine at 701-526-3531 or Jasmine@thepartnerchannel.com. 20

! Congratulations

FALL 2015 | THEPARTNERCHANNEL.COM

OCTOBER » Channeltivity



SALES

22

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M AR A R K ETI NG

L E A DE R S H I P


A

Cautionary TALE T story by PETER JOECKEL JO | illustration by SHAWN OLSON

he origina original title of this article was going to be, “How I wasted over a year of my business life trying to educate a sstart-up technology company on how to enter the Microsoft Dynamics channel, and in the fabulously wealthy but instead wasted my time and now have nothing to show for process become bec my efforts… efforts…not even a t-shirt”. Evidently tthe problem with that title was that it would be too difficult to create the accompanying illustration for the magazine. Editor’s note (not really, it’s my own, but that sounds more important): The names of the dumb and mortified have been changed to protect the guilty. Oh wait…never mind…my name is right there as the author! gu Twitter generation article sy synopsis: Just because you build a better mousetrap the world will not beat a path to your door, not if you do everything everyth else wrong. A little background music, ple please. Well over a year ago, I receiv received a random LinkedIn InMail touting a new technology that I might want to represent. I did not understand th the email, but something made me visit the company’s website. Once there I was even more confused as the messaging messag did nothing to help me understand what the features were, never mind the benefits. At that point I should have deleted delete the email and forgotten I ever looked at the website, but something kept nagging at me. Going back I suddenly “thought” I knew what they were trying to say they could do, and if I was right, I figured that we had a license to print money. Not that I need to print money, mind you: Being a Microsoft Dynamics VAR has made me (and everyone every else in the channel) wealthy beyond my wildest dreams. So for purely academic reasons, I determined that bringing a new technology to the Microsoft Dynamics market dete would be a great adventure. Fast forward to today and painful lessons lesso learned. If you are looking to work with a new ERP solution, an ISV product, or even a new technology partner, partne you may save yourself a lot of time and money looking out for the following potential pitfalls.

PRICING IS KING Falling in love with your own technology is death. d It does not matter how much time and money you spent developing your better mousetrap. More importantly, it does not matter what you think is a fair price. Hubris will blind you to what the market is tell telling you is a fair price. Pricing has to be based on what the market is willing to pay…unless you are Apple, which in that th case, charge whatever you want! LESSON: If a company is not willing to listen li to its Partners or customers regarding pricing…run.

CONTRACTS ARE A COMPLEX Partner programs have a myriad of complexities that require experience and finesse in structuring fair contracts. Partn If those are not in place, it can take years, not months, to get them ironed out. Insert obligatory lawyer joke here. LESSON: If fair and detailed Partner and end-user contracts are not firmly in place…run. THEPARTNERCHANNEL.COM | FALL 2015

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MARGINS MATTER Q: How can you tell a company is clueless as to what will motivate a typical Microsoft Dynamics Partner? A: When their initial Partner program includes five percent margins. LESSON: If you have to educate a company on basic financial realities in your industry…run.

MONEY MATTERS If you are underfunded as a technology company, then critical sales, pricing, and margin decisions are often made out of panic or fear, not on what is best long term.

LESSON: If you are dealing with a company that adjusts pricing because they may run out of money in a month…run.

THE CLOUD MATTERS A lot of companies are not “in the cloud”, mistrust “the cloud”, and have no plans to be “in the cloud”. However, if you are promoting a new technology, it had better be available in the cloud just for the sake of credibility. LESSON: If your better mousetrap requires an investment in an old-fashioned and expensive boat anchor to work…run.

SALES EXPERIENCE MATTERS

Job costing and employee scheduling keeping your clients up at night? Contact us today to see how you can have a robust time clock system that seamlessly integrates to your MS Dynamics ERP systems.

You may understand every single bit and byte in your software and understand in detail how it compares historically and currently to every other product in the marketplace, but the fact remains that no one cares if you can’t sell it clearly and enthusiastically. LESSON: If you cringe at the thought of your customer listening to the same sales pitch that you had to endure…run.

MESSAGING MATTERS LESSON: If a company advertises “Sets of Cube-Shaped Random Number Generators” instead of “a Pair of Dice” on its website and in its marketing materials…run. For anyone still reading, please contact me for a great investment on some beachfront property that I am looking to develop in Idaho. This is an absolute killer opportunity…I guarantee it!

1 variety of scheduling options 1 SaaS and mobile solutions

Peter Joeckel is the president and founder of TurnOnDynamics, a Microsoft Dynamics AX and Microsoft Dynamics GP Partner that specializes in manufacturing implementations and transitioning clients that have outgrown Microsoft Dynamics GP to Microsoft Dynamics AX.

Specializing in bi-directional Dynamics ERP time & attendance solutions that are scalable, seamless and agnostic!

Additionally, TurnOnDynamics focuses on the strategic concerns of executives and owners in managing large implementation projects with client-side advisory services and an introduction to agile DevOps tools, strategies, and methodologies. Learn more at www.turnondynamics.com, and reach Peter at Pjoeckel@turnondynamics.com.

1 built in ACA reports

(800) 822-0973 24

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www.SierraWS.com


LADIES AND GENTLEMEN, WE HAVE A WINNER! Congratulations to Ron Schirm of UXC Eclipse for winning our Summer 2015 contest. Now for the next round of the Word-A-Ganza! Posted below are 25 words that relate to the topics and themes included in this issue of The Partner Channel Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. You can submit your completed word find to us for a chance to win a $10 gift certificate to Starbucks so you can enjoy future word finds over a latte or cup of tea. Simply scan and email your completed word find to Jenny Davis at Jenny@thepartnerchannel.com or mail a copy to The Partner Channel, 1240 Elm Street, Fargo ND 58102. If you don’t want to write in your magazine, contact Jenny and she’ll email you an electronic version of the same word find.

A Cautionary Tale Building Connections Collaboration Community Fall

R I N N E R C I R C L E P R E S G N I T E K R A M

E N S P A R T N E R R E C O G N I T I O N A E T A

G N O M I P F N M Y A P P S A F D R A W A L G H R

K E L Y T R A E A C C U T I A C L U B A R S I E B

E R U A E E L L L O A D E L E X C E L C S I O G U

Gourmet Marketing Hiring Talent Inner Circle Jeff Geisler Keeping Talent

Leadership Marketers Excel Marketing MPN Awards Myappsanywhere

Nexonia Not an Island Partner Recognition Partners President’s Club

E P I N G T A L E N T G N I D L E C X E S R E T E K R A M C T I O N S P O T L I G H T C O P P S A N Y W T N E L A T G N K R A M L H S R E D A E L T O S I D E E M P N A W A C R H T N O I T A R O B A L L O C E A A T S G D N O I G E R M M N N B B S O E C O N N E C M P E I M M U N R T S N O I T U G W S U T I R S H N E X O N N N B L C L N M H E M A R K S I I L A L D E E I N P A R A N T T A N N I G T P E A W L A U Y E C D S N E M M W N E L R M R K K C D G H A P B S N S D M E R P I R C T R N L E A D E R C A A R A O S R E N T R A P C O M R C W J E F F G E I S C O L T A L A U T I O N A R Y T A L E T I N P A R T N S E I R E S M N R P C O N N E C T I O N S R M P M S P O T L I G H T G E U B L E N I U S S E R I E S N O E G L C S T N E D I S E R P G S O

Regional Awards Sales Solution Spotlight The Genius Series The New Black

L I U B M O L B L Y M M U N A I R I H P F E L T P A G D A S L I I L A J O N E N E N G N Y F A C T W F L O A H G A N W E E W N A R I A E R E S R C D C L D T S E E S I C R R K O L R N E N U E L E S B N N P W S T N O A P R A C X O A E H T E P L U T I N

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MARKETING

L E A DE R S H I P

SA LE S

Collaborative Marketing is

the New Black 26

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story by BARBARA PFEIFFER | illustration by DAVE SWANG

W

ith today’s buyer taking control of the buying process, marketers find themselves going deeper into the sales funnel, creating more content, and using more engagement tactics as they take their prospect from awareness through evaluation and trial. At the same time, while the demands on their time are increasing, 90 percent of VARs and ISVs have less than four people on their marketing team (and that number has stayed pretty consistent).*

WITH ALL THIS PRESSURE, WHAT’S A MARKETER TO DO?

The answer might be in collaborative marketing. In an often-referenced Forbes blog post, David K. Williams defined collaborative marketing as “…the process of sharing resources to increase leads, brand, and influence.” That’s a beacon for today’s overwhelmed, underresourced marketer, so it’s no surprise that we’re seeing more collaborative marketing (CM) every day. We wouldn’t call collaborative marketing the “new black” if it was just a great way to stretch your resources (although in our opinion, that does take it to a pretty cool level). What really makes CM the next “new thing” is that beyond potential resources, it can also bring you: » New prospects. In certain collaborations, CM can open up a whole new set of interested prospects for your services. » More credibility. When you bring expertise from multiple organizations together, you can create stronger, more educational, and more valuable content. » Budget savings! Outsourcing content development and design? Share the costs with three complementary companies, and that one e-book you budgeted for becomes three. Doing the work in-house? Spend some time with fellow Partner(s) comparing your marketing expertise so each Partner contributes what they do best.

WITH WHOM DO YOU COLLABORATE? The most natural collaborations are, of course, between ISVs and their VAR channel. That’s where you should start. To be a true collaborative marketer, though, you’ll want to look at all sources for possible collaborations, including: » Infrastructure Partners. Check out many of the Microsoft Ready-to-Go and other packaged Partner campaigns, and you’ll find most are integrated campaigns across multiple products. This is particularly true for Microsoft Dynamics CRM. The best campaigns are those that offer the prospect an integrated, one-stop solution, and you’ll be seeing continued emphasis on this in future Microsoft materials and programs. Take advantage of this trend: Bring an infrastructure Partner into your marketing to double the impact of those campaigns. » Professional service providers. Who do you work with that might add value to your marketing or have a complementary customer base? Accounting firms? Law firms? Financial services firms? Look at all your service providers and consider whether there is an opportunity to introduce each other’s services or share expertise for content development. » Customers. Yes, customers! They are a big piece of collaborative marketing – although in a slightly different way. Customers are collaborators when they advocate for your company and when you put them at the center of your campaigns (telling their story and SHOWING your expertise instead of just talking about it). » Industry leaders, associations, and groups. No – it’s not a cheat. Yes – you are paying for your membership, but that doesn’t make it any less collaborative. In this partnership, you’re bringing the dollars, and they’re bringing the reach and credibility. Once you have your co-marketing plan outlined, you need to consider where you want to share marketing efforts. Common “sharing” scenarios we see in the Microsoft marketing channel include: » Creating joint email campaigns, e-books, and infographics » Sharing space at events and tradeshows » Participating in group blogs All of these are great, but collaborations can really take you so much further. With a little creativity, you can deliver marketing campaigns, content, and programs that you could never do on your own.

SIX CLEVER COLLABORATIONS

» Create an expert e-book. “Five Tips to Increasing Profitability for Distributors” would be a lot easier to write if five organizations each took one tip to write about. Take it an additional step: Have each participant create a short video of his/her tip, and then share those tips on your YouTube and other social channels. THEPARTNERCHANNEL.COM | FALL 2015

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Don’t have the talent in-house? Pool your dollars to outsource the e-book or videos. » Invite experts in your target industries to answer one common question. Then compile the responses into an e-book, infographic, or white paper. To get them engaged, make sure you have a strong promotion plan that you can share with them upfront to show the reach your piece will have. It’s free marketing for them in return for minimal effort. An added benefit: Content from thirdparty experts is more trusted than content you create yourself, so these industry thought leaders will add to your credibility. » Create a virtual event. A webinar is, well, a webinar. It’s a good tactic, but it’s kind of boring. Work with fellow Partners to take your webinars and package them into a virtual event. Use your shared budget to hire a great keynote speaker and build a virtual event site with a schedule of all your webinars, including a single registration, additional resources, and even a virtual expo for your event attendees. Consider working with an industry association for promotion of this event in exchange for “speaking time” on the agenda or a place in your expo. » Create a customer-centric campaign. Tell the story of a customer and the results you helped them achieve. “Tease” out the story over a series of touches including emails, articles, blogs, and social posts with the finale being a live, interactive webinar. For extra credit, weave the customer’s business into the campaign. This doesn’t work with every industry, but in cases where your customer offers a product, you can weave product

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images into the campaign in creative ways and even provide actual samples via lumpy mailers to your top prospects. Have shared customers? Even better as you can work with the other Partners on the heavy lifting. » Create a survey. Surveys are a great way to establish credibility in an industry. They are also a great way to feed your content engine. From one survey you can publish the results in an e-book, create some powerful infographics, write blog posts, and share snippets via your social networks. It is essential to note that surveys need a good base of people to survey. Joining with other Partners to survey a specific industry or market segment will give your results more weight. » Go over the top. Want to do a really integrated, creative campaign with all the bells and whistles? Super-creative campaigns across a wide range of tactics – from direct mail to advertising – can cost money but are worth it in the end as they often produce higher responses than email or other stand-alone tactics. Collaborating with a group of Partners can give you access to the budget you would not have on your own and allow you to build that one-of-a-kind campaign. But wait! All that stuff takes work. Didn’t I say you were going to get more resources? Yes, in time. You’ll also get better content, stronger campaigns, and a wider reach that will make that initial investment worth the effort. Need proof? Check out how one of your peers found success by participating in a collaborative marketing campaign at www.thepartnermarketinggroup.com/marketing-resources.


Making the Right Connections...and Keeping Them Âť Be on the look out. Find companies with similar cultures and work styles.

Âť Start small. It takes time to build a working relationship. Start with a smaller project or campaign to see how well your styles mesh. Âť Set expectations and deďŹ ne roles. Be super clear on who owns what, establish realistic due dates, and document milestones to avoid surprises down the road. Âť Plan together. Collaborations work best when they start in the planning stage with the added beneďŹ t of a lot more ideas being brought to the table. Take advantage of events such as Convergence, WPC, User Group Summit, and reIMAGINE to meet with others

and brainstorm brilliant campaigns.  Tracking. In order to understand the success of any campaign, you need to have a tracking mechanism in place. With collaboration, how you track will likely be based on how you are executing the campaign. For example, will each of the companies send their own email touches, and then the results will be compiled? Or will you use a single platform? Will you create a single landing page?  Do a post-mortem. What worked, what didn’t, and what can work better next time? Make sure you don’t look just at the campaign but at the collaboration itself. Do you need different tools or a better process?

Need help creating a campaign for a collaborative marketing venture? Barbara Pfeier and the team at The Partner Marketing Group can help you get styled with the new black. Check out the products and services designed for technology Partners at www.thepartnermarketinggroup.com. Barbara can be reached at Barbara@thepartnermarketinggroup.com. *Statistic courtesy of The Partner Marketing Group’s 2014 Technology Marketing Survey.

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THEPARTNERCHANNEL.COM | FALL 2015

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FEATURE

A profound THANKS to the experts

Meet the Class of “Marketers Excel Into Geniuses” The first session of The Genius Series kicked off on September 16. Meet our first class and see what they’ll focus on during their first trimester.

AYNSLEY KELLER marketing director at SK GLOBAL SOFTWARE My favorite place to travel is… In this season of life, I look forward to more regional travel and getting to know neighboring towns and hidden gems that are closer to home. The Genius I’d like to have coffee with… The famous and fictional Proverbs 31 woman. I’d sure like to pick her brain! My thoughts on the first session... As an ISV that looks to meet Partner needs with top-quality resources and a marketer that realizes video is the best current form of communicating to a variety of audiences, the first class of The Genius Series packed a powerful punch for me. I learned so much that my notes wandered over to the workbook pages for the next class!

CINDY BRAUM senior consultant at BKD Technologies My favorite place to travel is… Colorado, because it’s beautiful. I love the mountains and the low humidity and cooler weather. Always a good hair day! The Genius I’d like to have coffee with… Maya Angelou. Her quotes and books are so enlightening and motivational. I think she was an extraordinary person, and I could sit and talk with her for hours about everything! 30

FALL 2015 | THEPARTNERCHANNEL.COM

September PRESENTER Peter Matejcek of INhouse Video TOPIC Video and Demos MENTOR John Dooley, national dynamics PTS at Microsoft

October PRESENTER Barbara Pfeiffer of The Partner Marketing Group TOPIC List Building and Management MENTOR Haley Martin, partner marketing manager at Avidxchange


who are making it all possible! November PRESENTER Adrianne Machina of Tornado Marketing

KAITLYN MCKENDRY marketing coordinator at Vicinity Manufacturing My favorite place to travel is… I’m a beach vacationer, and the best beach I have ever been to is Saint John in the U.S. Virgin Islands. My favorite place to travel would ultimately be any new city – something new to learn, explore, and appreciate. The Genius I’d like to have coffee with… I can’t pick just one: Pope Francis, Amy Schumer, and Hillary Clinton. My thoughts on the first session... I’m very excited to be a part of The Genius Series this year. As a young professional and new addition to the Microsoft Dynamics channel, it is easy to feel like a small fish. The smallgroup setting of the sessions and sense of community that The Partner Channel is fostering among participants is invaluable. The program is creating a wonderful opportunity to stay on top of the latest marketing trends, measure our current activities, and identify new opportunities for our brand. For me personally, the program is offering outside guidance and encouraging lasting connections as I work to move forward and build a career.

KIM HAYTHORNTHWAITE general manager at Nolan Business Solutions

TOPIC Social Media MENTOR Natalie McAllister Jackson, marketing and PR manager at Netstandard If you’re interested in participating as a presenter and/ or mentor for future sessions, please contact Bethany Foyt at Bethany@ thepartnerchannel.com. This “Marketers Excel Into Geniuses” class will run through May 2016; additional classes will begin in fall 2016. The Genius Series is an exclusive learning opportunity for Microsoft Dynamics Partners and features a nine-month curriculum around sales, marketing, and leadership topics.

My favorite place to travel is… Vancouver Island. I love the nature and ocean. The Genius I’d like to have coffee with… Margaret Atwood.

LINDY BELLEY marketing coordinator at Integrity Data My favorite place to travel is… There are so many places I’ve loved to visit over the years, but my favorite locations usually have memories attached to them that I’ll never be able to experience again. For that reason, I would have to choose Manistee, Michigan. The Genius I’d like to have coffee with… the acclaimed photographer Joe McNally. My thoughts on the first session... The Genius Series is off to a great start! Our first meeting was fun, informative, comfortable, and motivational. I am truly looking forward to working with this lovely group of women over the next nine months.

NICOLE HELM marketing coordinator at Rockton Software My favorite place to travel is… Nashville. I love the people, music, and food! The Genius I’d like to have coffee with… Joanna Gaines of the show “Fixer Upper.” I love her design element. I’d love to understand how they started their business!

THEPARTNERCHANNEL.COM | FALL 2015

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VAR PROFILE

Hiring and Keeping Talent Hiring and keeping talent is a topic that seems to come up time and time again when we talk to

The Partner Channel (TPC): What does your current hiring environment look like? Jack Boyer (JB): We’ve gone through some serious changes in the last six months in building up our Microsoft Dynamics NAV practice, but we are struggling to find Microsoft Dynamics NAV professionals to meet that demand. Even when we go through the hoops of using a hiring agency, conducting personality tests, and vetting out the new professional, we’ve had limited success in knowing new people will work out. I would say one out of two are successful in spite of the additional HR steps we are making to vet candidates. Iris Schimke (IS): Keeping great people is a lot easier than finding new ones. For us, we are always on the lookout to see when new tech resources bubble to the surface, because when you’re actually looking for someone, you don’t find him/her. For example, we hired a professional part-time because we didn’t have a spot open, and now she’s one of our highest billable resources. If we would have turned her away at the beginning, we would have missed that chance to onboard a very valuable employee. Katie Hasbargen (KH): Similar to what Jack and Iris touched on, we see Partners struggle with finding the right candidate at the right time. There is a lack of resources in the community at large, so finding those resources is problematic. It is often a reactive situation of when the work is coming in and then trying to scale their resources to adjust. I think Partners are starting to realize the need for a more pragmatic approach to hiring talent. Jim Sheehan (JS): We take a completely different tactic. Hiring has become a soapbox item for me, and an entrepreneurial challenge that PowerObjects has to own. Last year we added 150 people, doubling the size of our organization. We made a lot of investments to make that happen, but it was doable. Partners need to stay ahead of the curve. Just-in-time hiring will never enable an organization to grow to a sustainable business. When you hire in that way, you’re just paying for the inconvenience of needing people right away.

Partners, so this roundtable digs a little deeper into that issue. There’s definitely no silver bullet, but our interviewees have a few tricks up their sleeves…

IRIS SCHIMKE president and CEO of Express Information Systems JIM SHEEHAN managing partner at PowerObjects JACK BOYER president of Boyer and Associates KATIE HASBARGEN worldwide program lead for the Microsoft Dynamics Academic Alliance

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TPC: How would you recommend Partners start thinking more strategically in terms of hiring? JS: With just-in-time hiring, you’re on the road to higher turnover and lots of issues. You’ll always be playing catch-up to projects, rather than getting the right teams in place and ready to serve your clients. We like that the Microsoft Dynamics Academic Alliance is pushing colleges to teach business applications, but we don’t rely on it as a strategy. We want students to know about PowerObjects, and more so, how we can add to the university curriculum to help them learn more about Microsoft Dynamics CRM. KH: We encourage Partners to consider a new graduate recruiting strategy. Candidates are centrally located at colleges and universities. It is a longer-term strategy and takes them longer to ramp up, but then you can depend on a more steady flow of talent. IS: We’ve seen two challenges when hiring “green technicians”: 1. They don’t have enough business acumen, so they don’t understand the lay of the land from a customer’s perspective. 2: Customers smell what they don’t know, and that creates stress on both sides. Therefore, to compensate for less experience, the billing rates are less. I would rather plunk the new people with a client to get real on-the-ground experience so they can see how it works from the other side, and then move them back to us. KH: It’s funny you say that, because some Partners do just that. They offer their new recruits up as a free resource at the client site, and then eventually move them back to their Partner organization. IS: That’s a great idea. Once they understand what a client goes through and why different things are important from a client’s perspective, the light bulb comes on, and their value as a consultant goes up.


TPC: Have you established some best practices in the hiring and interviewing process? JS: We have never used an external recruiter and don’t plan to. Our internal hiring team has the best idea of our core values and what’s important to being an integral part of our company. We’ve had a lot of success with hosting a college career event each year. We have about 200 students show up, we hire 12, and away we go. From a fit perspective, we’re looking for people who get what the technology does and are passionate about that. And since we hire based on our core values, it’s not the depth of technology knowledge a person has, but rather that they think it’s really cool. Those are the people we want. IS: We’ve tried to stay away from the Microsoft Dynamics recruiting pool because we operate from a consulting standpoint, very differently than most VARs in the channel. Our hiring process has to be unique. We work with a local recruiter and have a negotiated fee with them that has seemed to work well for us. It’s important to find a recruiter that’s a good match with your company. Some agencies work for the numbers, but we are a tad more “touchy feely” than that. It’s more about the employee matching our culture and having similar values. Our recruiter understands that. We then go through top-down interviews to see if they’re a culture fit. They meet with sales, consultants, and marketing to get questions from every end of the spectrum. If all that goes well, we have them shadow a day with a consultant. JB: We work with a recruiter, too, and conduct team interviews to see their social skills and how they answer difficult questions under pressure. We also have them undergo an assessment, which potentially uncovers personality clashes.

Iris Schimke

Jim Sheehan

TPC: Have you ever worked with temp agencies? JB: No. It’s not a sufficient option when people don’t have the skills. You really need to be a technical expert in implementing software and undergoing upgrades. IS: Same here. We don’t hire contract people. They simply don’t have skin in the game on ensuring the happiness of our client. We also can’t deliver on our culture or promise to our clients by hiring a temp. TPC: Have times changed since you’ve started in this business? Is it harder to find talent now versus back then? JB: I’ve had this consulting practice for 21 years, and this has always been a difficult thing for us. We’ve learned that when we get a good employee, we do everything to keep him/her. With all our new Microsoft Dynamics NAV deals, I over-hired to get people on the ground quickly, and unfortunately, a few of those deals fell through. I would say I’m more cautious to hire now, but yet we remain committed to having enough people and thrilling our clients. It can be a struggle, especially when starting a new practice. IS: Exactly. It’s a tango all the way. There’s a certain cadence to manage billable hours and scale team members with that. Even when you hire those employees, it’s another tango of giving them certainty of new deals and keeping their average billable time high enough so they’re challenged and seeing good compensation. I started more than 26 years ago in the channel and remember Great Plains 4.0 to 5. Although that was a challenge because it was new, we weren’t expected to know so much back then. Now, we need to understand how it all plays and works together. There is a ton more complexity with infrastructure and the web, so if you don’t have a baseline understanding, you can’t troubleshoot. JS: I would say it has been pretty consistently difficult if you are looking to just hire people with the technology skill set. We’ve only been in Microsoft Dynamics since 2007, and the whole time, we have been in a resource-constrained channel. What has changed is how we approach it and look at finding the right people that fit our culture and invest in their skills.

Jack Boyer

Katie Hasbargen

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TPC: What has seemed to work the best in quickly ramping up new professionals? JB: We have had success in online training and job shadowing. When consultants and developers shadow, they are expected to understand the answer and document the answer to help them gain knowledge of how the solution works. IS: We have one resource who spearheads upgrades, and when we have new hires, we have them join on her team to start understanding complexities of the process with visibility into ISVs and third parties from the get-go. Then we place them in a gopher role where consultants have them do their grunt work. This helps them learn quickly and groom their troubleshooting skills. There is a lot of pressure when you’re trying to solve a problem, and your client is watching you. It takes a certain amount of skill and confidence to do that well. JS: We have three programs to onboard new employees. The first is for people who have been in the channel for a while, and that program is focused primarily to see if they’re a fit for our culture. For those who have two to three years of experience, we have a learning path dubbed the consultant onboarding (COB) program. Our consultant in training (CIT) program is geared toward those who have no past work experience with Microsoft Dynamics; they are either coming out of a college-type program or were previously working somewhere totally unrelated. There is a three- to six-month investment to get them up to speed, and our education team runs the CIT programming to get them where they need to be.

TPC: How about remote employees? Have you had good experiences with keeping remote employees engaged? JS: We have four offices but have people working from all states. This has been one of the bigger challenges as PowerObjects has gone beyond 300 people, and it’s something I think about daily. When we are able to have people office in one of our locations, that is ideal, but if not, we really make sure we leverage technology such as Yammer and Lync (Skype for Business) to keep the team plugged together. IS: We are very firm believers of keeping a good balance between life and work. As a women-owned company, family always comes first, and we’ve had quite a few employees choose to work from home versus in the office. We did move an employee from Texas to Virginia, so she is 100-percent remote, and it’s worked great! Technology has really allowed this to be possible. We do have a monthly all-hands meeting, so we’re all face-to-face at least once a month, and attendance is not optional. We hold a morning huddle every day at 8:15 a.m. to review what everyone is working on. One consultant runs the meeting, and each person gets two minutes. This really helps keep us all connected, and if someone has issues, we take that time to help each other out. Join the conversation by taking our poll at www.thepartnerchannel.com and/or commenting on social media by mentioning @partnerchannel or #TPCMag.

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SOLUTION SPOTLIGHT - ADVERTISEMENT

CHRIS ENGERT director of business and quality information systems OneBlood, Inc. SOLUTION: DynamicPoint Expense Management neBlood is a not-for-profit 501(c)(3) community asset responsible for providing safe, available, and affordable blood to more than 200 hospital partners and their patients throughout most of Florida, parts of Georgia, Alabama, and South Carolina. The organization distributes nearly one million blood products annually, employs more than 2,500 people, operates more than 80 donor centers, and deploys more than 200 mobile collection units. OneBlood struggled with manual and inefficient expense reimbursement and credit card approval workflows. Employee reimbursements were delayed due to the short timeframe for processing as well as a lack of integration between expense approval and the electronic funds transfer (EFT) process. Chris Engert, director of business and quality information systems, shares, “Basically, employees never knew the status of their request or when they were getting paid, which prompted many calls and emails to the accounts payable team.” Since 2012, OneBlood has been merging with other blood centers in Florida. So, when the organization began searching for an expense management solution, critical requirements included ease of use, scalability, and quick deployment. “Selecting DynamicPoint’s Expense Management solution was a natural fit for OneBlood as it allowed us to leverage our existing IT infrastructure, SharePoint, Microsoft Dynamics GP, and EFT application footprint, which ultimately gave us an end-to-end solution,” Chris explains. “Since DynamicPoint is built on these highly scalable systems, we have been able to triple the size of our user base at virtually no additional cost since our initial purchase.” SharePoint is also now integrated with OneBlood’s Active Directory, eliminating the need for manual routing workflow and user management. The OneBlood team has been able to customize its expense management solution specific to business needs very quickly at a reasonable cost. “I can’t forget that this application is very easy to use,” Chris says, “Which our team members love!” All of these factors have resulted in very low total cost of ownership. While the application has brought tremendous value and efficiency to the OneBlood organization, DynamicPoint’s differentiator has been the support and professional services team. “IT systems are never perfect. The difference between a good and average (or poor) experience is made when a vendor proves themselves as a true business Partner by ensuring the customer is getting the value they expect from their product,” Chris concludes. “It’s this character and culture of their team that validates my decision to partner with DynamicPoint.”

O

SOLUTION: Dynaway EAM Solution for Enterprise Asset Management ith 20 locations across Virginia and North Carolina, 800 employees, and 200+ Microsoft Dynamics AX users, Luck Stone is one of the largest family-owned and operated producers of crushed stone, sand, and gravel in the nation. Prior to April 2013, when Luck Stone implemented Microsoft Dynamics AX, the company dealt with very manual processes in tracking and maintaining its equipment. Andy Jordan shares, “We had an EAM solution that we implemented in 1999, but it was never integrated with Microsoft Dynamics AX, and it was very difficult to use.” In addition to poor user adoption, Luck Stone had minimal visibility into cost information for each piece of equipment. Sarah Patthoff recalls, “There was no common platform for maintenance information. We managed our data in Outlook, spreadsheets, the Microsoft AX Projects module, and in the old EAM system.” When Luck Stone started searching for a new EAM solution, the organization had three imperatives the solution had to meet: Easy to use, easy to access, and easy to pull information out of the system. Dynaway’s EAM solution met these criteria and more, and now Luck Stone is on one common platform with visibility into equipment and reduced efforts in finding information. Sarah shares, “It takes us just three hours to train our field associates on Dynaway, including the mobile solution, and they’re up and running on their own. Compared with our old system, it’s night and day on how easy it is to use.” Since Dynaway is built on the Microsoft platform, users can do data mining on their own by exporting to Microsoft Excel from any screen. Getting information out, through the cost control tool, allows Luck Stone to slice and dice information so users can better understand their business. They can also see exactly when they need to maintain and/or replace equipment, helping them serve customers more quickly and effectively. Luck Stone has worked with ERP Partners for the past four years. “Hands down, Dynaway is the best Partner we have worked with,” Sarah says. “The fact that our end-users are already realizing value speaks volumes to how great Dynaway is. Technology is meant to empower Users and help them get their jobs done more effectively. Dynaway has done that for us and so much more in such a short time!”

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SARAH PATTHOFF & ANDY JORDAN

IT generalist | & procurement manager | Luck Stone 36

FALL 2015 | THEPARTNERCHANNEL.COM


SOLUTION SPOTLIGHT - ADVERTISEMENT

JACQUI GONZALEZ vice president of fund management Inglewood Park Cemetery SOLUTION: InvestmentAssets from ICAN Software Solutions

Thanks for reading the Solution Spotlight! his is a new endeavor for The

T

Partner Channel Magazine, with the goal of highlighting customer success stories from use of

Microsoft Dynamics add-on products and services. The customers you will read about here were selected by their Partners, but the interviews were conducted by us, so the commentary – and success! – is genuine. Thank you to Dynaway, DynamicPoint, and ICAN Software Corporation for being with us on this maiden voyage!

nglewood Park Cemetery, an endowment care cemetery, is located in California and handles approximately $70 million in investment monies. Inglewood Park Cemetery and its sister company, Park Lawn Cemetery, have several funds in addition to the state-required endowment care fund, the earnings from which are used to maintain the cemetery grounds and facilities. The other funds include commodities and services purchased in advance by their clients, the earnings from which offset the price increases over time. Jacqueline Gonzalez, vice president of fund management, works directly with the companies’ investment committee in managing these investments. Inglewood Park Cemetery formerly leveraged AS400 CCMS software, which had a general ledger (GL) package designed for cemeteries. This meant that any asset reporting had to be processed manually using Microsoft Excel spreadsheets. Jacqui recalls, “This worked fine in the ’80s when we had just four or five investment managers and 10 investment portfolios, but we’ve grown into a well-diversified operation with thousands of investments, such as equities, real estate, fixed income, mortgagebacked securities, and much more, across our 42 portfolios.” Its month-end and year-end processes became very tedious to get through. In fact, it would take a full month to get through monthend processing, reporting, and reconciliations. The organization was also very prone to error when dealing with its manual processes. “What we put in, we got out, and too much of our time was dedicated to checking and reconciling reports,” Jacqui shares. The volume of work required to handle monthly amortizations and interest accruals made it necessary for those entries to be captured on a year-end basis. Due to the manual reporting of investments, the preparation for yearly audits was extremely time-consuming. “Our auditors needed to do more testing on our investment holdings to make sure the information we were using was accurate,” Jacqui says. ICAN Software Solutions came to Inglewood Park Cemetery’s aid, and everything changed. The organization went live on Microsoft Dynamics GP with ICAN InvestmentAssets in 2012 and now has complete and accurate tracking and history of each investment holding, complete with customizations specific to the industry and so much more. Closing books each month is now accomplished in approximately 10 days. “We can pull monthly amortizations, interest, and income accruals. The reconciliation process is so smooth; it takes literally a push of a button to initiate a reconciliation report back to our statements. I’m still amazed and still enjoy learning all the ways ICAN is able to help us,” Jacqui concludes.

I

THE PARTNER CHANNEL www.thepartnerchannel.com THEPARTNERCHANNEL.COM | FALL 2015

37


Want to see your company here?

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FALL 2015 | THEPARTNERCHANNEL.COM


CONTEST

Fall 2015 SALES

Note: This is not the hidden logo!

MARK MA RKET RK ETIN ET ING IN G

LEAD LE ADER AD ERSH ER SHIP SH IP

How Well Do Your

Sales Marketing Teams Work k and d

Together? Adrienne Golden of Wilkins Miller found the hidden logo in Amy McKinnon and Kari Peterson’s “How Well Do Your Sales and Marketing Teams Work Together” article on page 20 of the Summer 2015 magazine. Let’s give it another try. The submission rules for this quarter’s contest are the same – log on to www.thepartnerchannel.com/magazine under “Find the Logo Contest” to let us know where you think the logo is located. A winner will be drawn at random and will receive a cool gift that’s sure to point you in the right direction every day!

20

SUMMER 2015 | THEPARTNERCHANNEL.COM

SUMMER 2015 Location

Here’s a list of places where our logo usually appears, thus making them null and void when it comes to this contest: WINTER 2012

www.thepartnerchannel.com

contents 7INTER s 4HE 0ARTNER #HANNEL ® Magazine

IN EVERY ISSUE

FEATURES

9

25

Contributors

How Trustworthy Are You?

26

Surely on Santa’s Nice List

SETTING THE

Direction

FOR THE NEW YEAR

11

TPC Caption Contest and Results

On the Homefront

DEPARTMENTS

Sounds Like a Relationship

Leadership

12 News

Celebrating the Good in the Community

15

Events Planning Winter Through Spring 2012

Word-A-Ganza

30

Convergence Tip of the Week Festival

44

Electronic Signature 101

40 50

My Team is in the Van. Where Do We Go Now?

28

You Can’t Go With the Flow if You’re Stuck in a Box

Mark Albrecht, Microsoft

Sales

TPC Interview

43

ISV Profile Panatrack, Inc.

CLOUD

A

53

Members Only Corner

COMPENSATION

5280 Solutions

PLAN THAT WORKS

54

39

16

The Entrepreneurs’ Corner

52

Logo Contest

56

18

A Greeting from TPC

Make 2012 The Year That You Keep Your Promises

TPC Photo Caption

34

CONTEST

When Customers Sell for You

46

A Compensation Plan That Works

VAR Profile The Resource Group

Marketing

59

Marketing Stickiness

The List Updated and Ready for You Each Quarter

Out With the In With the

OLD NEW

Front cover

What could Jesse Byam possibily be thinking about?

22

Simply email your caption to Jenny at Jenny@thepartnerchannel.com. Submissions

36

will be judged on creativity, relevance, and sense of humor. The prize for this contest

82

Out With the Old, In With the New

The Product Experts

Follow the Yellow Brick Road

Advertiser Index

is two (2) tickets to your local cinema.

48

Keep it clean folks, because in addition to printing this edition’s winning captions, we’ll also print all the other entries we receive.

A publication dedicated to building a community for Partners THEPARTNERCHANNEL.COM | WINTER 2012

5

Table of contents

THEPARTNERCHANNEL.COM | WINTER 2012

Photo caption page

26

The end of each article

Any graphics that have the TPC logo as a main element (note: the hidden logo may be located within that graphic, but it’s not going to be plain-as-day!)

THEPARTNERCHANNEL.COM | FALL 2015

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LEADERSHIP

SA LE S

M A R K ETI NG

story by LINDA H. YATES | illustration by SHAWN OLSON

F

or years I had heard the phrase “no man is an island” and didn’t think much about it. Then one day a close relative made a choice with his life that had a ripple effect. I then understood this profound phrase and have reflected upon it often. What we do or do not do affects those in our lives and businesses. There are hard-working and smart individuals who, with sheer will, do amazing things alone. Yet, the power of two or more is when the ROE occurs. What is ROE? In this case, it is return on energy. The trick is to find those Partners or team members where our combined energy is magnified. We don’t have to go it alone. Partnering with an individual or an organization can help us move to the next level.

HERE ARE SOME TOOLS TO IDENTIFY A GOOD ROE FIT:

» Share the same principles. It will serve you in the long run. Research and securing references will guide you in the partnering decision.

» Determine if they are truly a competitor or rather if a synergistic relationship can occur. Often combining forces with a competitor will help you both succeed in the long run.

» Add complementary services or products to your business. Identify joint ventures where it makes business, marketing, and even branding sense. This will pave the road of opportunity, and the possibilities will be endless. » Establish effective communication strategies. Communication will be the secret to a positive relationship.

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FALL 2015 | THEPARTNERCHANNEL.COM


Constant follow-up is key. Discuss your strategic plans. This will move your combined goals and efforts along the path to success. » Set goals and milestones. This will allow you to measure whether the joint venture is successful. It is hard to trust others when you have experienced a bad situation. Doing your due diligence ahead of time will help prevent potential pitfalls or disappointments. Sometimes saying no to proposed opportunities is the best course of action. It pays to be picky. As you are selecting Partners, look for strengths that you are missing. Once you have identified those strengths, this will help your business grow. By doing this, you will create a win-win solution, and your ROE will increase. The same holds true for personal relationships. Create a complementary team where all stakeholders feel invested. When team members feel supported and affirmed, a positive outcome will result. Your decisions and path will affect many lives. By being strategic, you can chart an excellent future no matter what has occurred in the past. That is the beauty of a new day! Linda H. Yates, The Image Energizer, is a highly sought keynote speaker, executive coach, and corporate trainer. She has produced more than 250 educational seminars on helping individuals and businesses uncover, realize, and accomplish their goals. Host of “The Executive Edge” podcast and author of the audio course and workbook “6 Steps to ENERGIZE Your Personal Brand”, Linda believes that nothing is impossible! She can be reached at Linda@lhyatesconsulting.com.

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MARKETING

L E A DE R S H I P

Gourmet

SA LE S

MARKETING 42

FALL 2015 | THEPARTNERCHANNEL.COM


story by ADRIANNE MACHINA | illustration by MATT MASTRUD

G

reat cooks insist on using the best ingredients. As a marketer, you should, too! I know how to cook up a great campaign, write a brilliant blog post, and create an award-winning submission, but what I need are the ingredients – the subject matter expertise that resides in the brains of the company’s busiest employees. All the marketing tools, detailed spreadsheets, and sophisticated marketing techniques in the world will not overcome a lack of good, compelling, accurate content. It’s like making a soufflé with powdered eggs. Your content will fall flat. So how do you get the good stuff? You have to set up interviews and meetings with the subject matter experts who understand the topic in depth. Be as flexible as you can. I’ve had to grab consultants’ time while they were waiting in airports, sitting in hotel rooms, taking a break in-between demos – basically, squeezing in a few moments between their immediate revenue-driving priorities. Here are my tips to getting on their schedule and gathering what you need: » Tie your project into the company’s overall mission. No one wants to write a blog post that is going to collect dust, never to be looked at or shared. Marketing never seems as vital as the billable hour or the next sale – but it’s critical for long-term success. Connect the dots as to how their participation ties into the overall mission. Also, make sure you have the buy-in of the executive team. If they know that this project has all eyes on it, they are more likely to be responsive. » Honor their time. The subject matter experts you are seeking out are usually compensated by billable time and/or are commission-driven, and they don’t always understand why participating in creating content is so important. I recommend starting your conversations by marketing the value of marketing. Tell them where and how the content you create will be used. Keep your meetings with them short and to the point, but most importantly, come to the meeting on time and prepared! Don’t show up without first writing down questions to discuss with them. Also, keep them informed as to the project schedule. Communicate when they can expect to see the first draft, and set expectations about how quickly you’d like for them to get their revisions back to you. » Piggyback. What are these experts already doing that you can leverage? Are they hosting a webinar? Are they training a new employee? Do they have an upcoming internal training that you could sit in on and listen to? Rather than asking for a separate meeting, get invited to meetings that they’re already having. » Play to their strengths. Are they good at writing? Give them a series of questions to answer. Staring at a blank page is the worst part about writing. Can they verbalize what they mean better than they can write? Schedule a phone conference and record the call so you can refer back to key points later. Ask what material already exists that you can use as a leverage point – so that you don’t have to start at the very beginning. » Make them look good. Make sure they get credit for their contributions! Their name should be in the byline. Allow them to post to their own Twitter feed and LinkedIn profile. Train them on the best ways to amplify the message on social media. Say nice things about them to their boss (assuming the compliment is well-deserved). Overall, let them know their time is well-appreciated and valued. When there is so much to be done, it can be mighty tempting to want to churn out content as fast as possible. But, if you are continually creating pieces that are all fluff and no substance, you devalue your brand and damage your authority on the subject. As the marketing team, you shouldn’t be expected to know the technical terms and nuances of the industry that have taken your experts 20+ years to learn. Your job is to ask the right questions, move the project along, and get the desired results. Now get out there and get cooking!

Adrianne Machina is a marketing consultant with a passion for cooking up marketing success for her clients. Want to see what’s on her grocery list? Contact her at Amachina@tornadomktg.com.

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FEATURE

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story by TRACEY KANTRUD

A

s a Microsoft Dynamics Partner, you are likely all too familiar with the challenges of finding the right talent to sustain and expand your business. The candidates are few and far between, and attracting experienced hires to your organization can be an expensive proposition. More and more of the top-performing Microsoft Dynamics Partners are focusing on bringing in net-new, junior resources by making recruiting new college graduates a priority. Getting the best talent – and getting those candidates early – is key to expanding not only your business, but also the Microsoft Dynamics ecosystem. “We know from our work with Partners large and small that focusing on college recruiting pays off,” says Katie Hasbargen, worldwide program lead for the Microsoft Dynamics Academic Alliance. During the last Microsoft fiscal year, more than 500 junior resources were hired into the channel worldwide (as reported by Partners that work with the Academic Alliance) and more than 284,000 students experienced Microsoft Dynamics in the classroom. This resource pool is the result of the Microsoft Dynamics Academic Alliance, a free Microsoft program that provides Microsoft Dynamics CRM and ERP licenses to colleges and universities to use in their curriculum. Currently, the Academic Alliance has 1,423 academic members worldwide. Getting in touch with this rich pool of resources is as simple as making connections and building relationships with your local colleges and universities.

START EARLY AND THINK LONG TERM Begin by evaluating the current and future needs of your organization. How many new hires do you need to meet your future business needs? How many of those hires should be new graduates? Where would a new-graduate hire best fit in your organization? Do you have a plan in place for training and mentorship? Answering these type of questions is key to building an effective strategy for your organization. In the world of recruiting new college graduates, it is important to be proactive and not reactive. Start early and think long term when developing your strategy. “We encourage Partners to talk to students early in their college careers about opportunities, and then work to secure a hire no later than the fall of their senior year,” says Katie. “The best candidates are recruited early.” Getting to the right students requires laying the groundwork by building a relationship with the institution. “Start with a good idea of what kind of candidates you’re looking for and where they would best fit in your organization,” Katie explains. “Then target the schools that best fit the bill of what you need.”

USE YOUR ALUMNI CONNECTIONS Look at where your current employees attended college or university. From where have your most successful hires come? If these colleges are regional and have programs that are a good fit for your organization, target those schools and work on building relationships with them. Sometimes your employees may still have connections to these institutions, which can make it easier to build a relationship.

LEVERAGE THE MICROSOFT DYNAMICS ACADEMIC ALLIANCE “When we start working with Partners, we help them identify schools in their area that are already using Microsoft Dynamics in their curriculum and, thus, would be ideal institutions to target for recruiting,” says Katie. Working with Partners to build their recruiting strategies and getting connected to the right schools is a major focus of the Microsoft Dynamics Academic Alliance. “Our goal is to get students hired into the Microsoft Dynamics channel,” Katie says. “We’re here to assist with and encourage this process.” Once target schools have been identified, the Academic Alliance can facilitate a connection to the school to build a relationship. If the target schools are not members of the program, the Academic Alliance can help recruit them.

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“If we can get students exposed to Microsoft Dynamics during their college careers, they are more likely to choose Microsoft Dynamics-related careers and are also easier to train, making their billable time happen faster,” explains Katie.

GET TO KNOW THE FACULTY Once a connection is made, getting to know the faculty’s needs and goals is next. Faculty are interested in their students’ success. Partners need to consider how their organization’s knowledge and talent can add to the classroom experience, in addition to providing future job opportunities to the students. “We find that these relationships work best when they are mutually beneficial to both the school and the Partner,” Katie says. “And, no two relationships are alike.” Partners can participate in a variety of activities that contribute to student success, including providing technical expertise to faculty setting up their systems, advising on current industry needs, and contributing to curriculum development. One of the most effective ways for Partners to get to know the best students is to get in the classroom themselves. Partners can offer to speak to classes about career opportunities or as subject matter experts. “We have several Partners that teach entire classes at their local universities,” explains Katie. “In this instance, they get to know the students directly and know their abilities before the recruiting process begins.”

START AN INTERNSHIP PROGRAM Another great way to get to know the best students and attract them to your organization is to start an internship program. Interns can add value and energy to your organization at a low cost. Consider working with your academic contacts to set up a program for college credit so that it adds to students’ transcripts. “Internships are a great way to observe the student before making a long-term commitment in order to find the best fit,” Katie says. “Interns are also likely to want to stay with an employer after an internship ends, making for a short and successful recruiting process.” If offering a full internship is not an option for your organization, consider offering job shadowing and mentorship opportunities through your school contacts. “The more students understand what careers in the Microsoft Dynamics channel look like, the more they’re likely to choose that path,” explains Katie.

CONNECT WITH COLLEGE CAREER OFFICES At the most basic level, casting your net by connecting with your local colleges’ career offices is a simple way to begin attracting college graduates. Most college career offices maintain a job and internship posting board that you can leverage. These career offices can also help you participate in campus career fairs and related campus events. “In the end, it’s all about getting connected in your community,” concludes Katie. “Your efforts will help build your brand in the region, increase the visibility of Microsoft Dynamics, and influence future business decision makers.” The Microsoft Dynamics Academic Alliance provides free software and support to educational institutions who want to use Microsoft Dynamics ERP and CRM software in their curriculum. The Academic Alliance also cultivates and supports relationships between member institutions and Microsoft Dynamics Partners and customers to connect businesses with students interested in pursuing Microsoft Dynamics–related careers. To learn more, visit www.microsoft.com/dynamicsaa or email Dynaa@microsoft.com.

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ISV PROFILE

VALUED PARTNER

Delighting Customers with

Unbeatable Integrations

COMPANY Nexonia INTERVIEWEE Neil Wainwright, CEO WEBSITE www.nexonia.com HEADQUARTERS Toronto, Ontario PHONE 416-480-0688 EMAIL Neil@nexonia.com ESTABLISHED 2004

Neil Wainwright, CEO

CUSTOMER TESTIMONIAL “The service from the Nexonia team throughout the implementation process was exemplary. The expense report mobile and web-based product is easy to use and teach. And, although users were quite apprehensive using new technology at first, we have only heard positive comments from our staff.” – Dwight Overturf, The Risk Management Association

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The Partner Channel (TPC): Tell us about the road that led to Nexonia. Neil Wainwright (NW): I was trained as a software engineer back in the mid ’80s and worked for a number of dot-com companies, but I caught the entrepreneurial bug early on. It always bothered me during those years that the companies I worked for never had good time-and-expense solutions. About 13 years ago, I was having a beer with my co-worker, Pascal ParadisThéberge, after playing beach volleyball – I was much younger then – and we decided to start a business together. Soon after, we left our jobs, built our product, and have bootstrapped Nexonia to become the stable and flexible platform that it is today, offering expense reports, timesheets,

PO, and AP. We’ve always been a software as a service (SaaS) product even back when the world didn’t know what SaaS was. Then about seven years ago, we moved into mobile. We were proud to be one of the very first 552 apps on Apple’s App Store. And actually, we were the first and only expense management app back then. TPC: Oh, we love those stories; it sounds like it was meant to be! Did you have a vision of what the company has turned into today? NW: Well, our first goal was to build the product in six months, sell to Google, and retire, but both Pascal and I have a passion for delighting our customers with our products and services, so it didn’t exactly work out that way. After 13 years in business, we have almost 100 employees, two locations, and six products. We’ve never really had a growth target. We focus on making sure our customers are happy and by nature, we grow quickly at about 80 to 100 percent a year. TPC: That’s awesome! How exactly do you delight your customers with your products and services? NW: We’re always saying “yes” to our clients’ requests and suggestions. It’s about them, not us, and we spend a lot of time on our product BECAUSE of our customers, never losing sight of that end goal. A unique thing about us is if a customer comes to us wanting a new integration


A unique thing about us is if a with Microsoft Dynamics GP, we listen to what they want, and we build it, but we do not charge them for our work to ultimately make the product better for them through the integration. If our customers aren’t going to charge us for their good questions and ideas, we won’t charge them for implementing them. We’ve had two customers request very specific features, and they insisted on paying us, but we insisted they didn’t. As soon as we create a barrier with our customer needs, that’s when it becomes a struggle to keep them delighted with our services.

customer comes to us wanting a new integration with Microsoft Dynamics

TPC: What a great mantra to have, and it ties nicely into this issue’s theme of collaboration. Working in partnership with your clients to create better products is the ultimate example of working together. Can you share specifics on one of those instances? NW: We recently built an automated integration to synchronize 10 segments in a chart of accounts with dimensions and relations between them. There was another instance where we auto provisioned users from vendor records so that changes are automatic. Everything synchronizes automatically and also by the click of a button. We’re also working with clients more to keep us a customer-centric company by launching a full Net Promoter Score® (NPS) survey that gauges the strength of our customer relationships. It’s a global standard survey that will help us prove just how important our clients really are to us. TPC: So what type of collaboration do you have with other Microsoft Dynamics Partners? NW: It’s very humbling to us to work with about 80 to 100 VARs. We see this growing significantly because when a VAR recommends us, their customer ends up being happy, and that speaks volumes. We provide a positive experience – which reflects well on the VAR – as well as unbeatable integrations with their Microsoft Dynamics solutions. We sincerely walk the walk. So many have given us the stamp of approval, and we’re very proud of the VAR community with which we work. TPC: What would you say sets the Microsoft Dynamics Partner community apart from the rest? NW: They know the products inside and out and are very smart about Microsoft Dynamics and what it can do. They are also simply really nice people – friendly, smart, and hardworking. It’s a collaborative community that we have the pleasure to work in.

GP, we listen to what they want, and we build it, but we do not charge them for our work to ultimately make the product better for them through the integration.

TPC: Is there anything else you want to share with our readers? NW: Let us know what you want to see from us! We are always looking to make a better company and a better solution.

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TPC Photo Caption

CONTEST

Celebrating a finish in last year’s Sunrise Scramble sponsored by deFacto was a moment of sweet success! If he hadn’t just finished an early morning race, what else could cause a Partner to celebrate these days? Email your caption to Jenny at Jenny@thepartnerchannel.com. Submissions will be judged on creativity, relevance, and sense of humor. The prize for this contest is two (2) tickets to your local cinema.

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FALL 2015 | THEPARTNERCHANNEL.COM


Thanks for playing last issue’s contest! Our winner is Jodi Buchholz of DFC Consultants, Ltd.: “You seem surprised by what I am saying, but I’m telling you. All I had to do to get the boss to send me to TPC was make a cake about this big and round and BOOM, here I am!”

Summer 2015 Photo Caption

CONTEST RESULTS

Help your clients achieve big productivity gains

Advanced Allocations Be a hero in your client’s eyes! Advanced Allocations from Admiral dramatically reduces time spent on allocations, letting t Win against Sage and other solutions when advanced allocation functionality is required.

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t Move PFW clients to GP without compromises. – trusted as the standard by partners and customers. t With current maintenance, Admiral provides installation, training and support. Trust Admiral to deliver solutions that will delight your clients.

1.866.794.1275 info@admiral-west.com

www.admiral-west.com/advancedallocations THEPARTNERCHANNEL.COM | FALL 2015

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ADVERTISER INDEX Admiral Consulting Group . . . . . . . . . . . . . . . . . . . . . . .51

k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

Liaison Software Corporation. . . . . . . . . . . . . . . . . . . . .29

Appolis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

MetaViewer from MetaďŹ le . . . . . . . . . . . . . . . . . . . . . . . . . 4

Business Computers (Time Matrix) . . . . . . . . . . . . . . . .17

Microsoft Convergence . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Corporate Renaissance Group . . . . . . . . . . . . . . . . . . . . . 3

Njevity, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Data Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75

Nodus Technologies, Inc.. . . . . . . . . . . . . . . . . . . . . . . . .52

Dynamic Communities . . . . . . . . . . . . . . . . . . . . . . . . . .47

ProShip . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

DynamicPoint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36, 38

Scalable Data Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Dynaway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36, 38

Sierra Workforce Solutions . . . . . . . . . . . . . . . . . . . . . . .24

ICAN Software Corporation . . . . . . . . . . . . . . . . . . .37, 38

Trans-Micro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28

Integrity Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Vicinity Manufacturing, Inc. . . . . . . . . . . . . . . . . . . . . . .76

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Introducing The List MOBILE

Now you can get The List To Go!

Search for the products and services you need with the new Mobile version of The List! Add it to your home screen from: www.thelistmobile.com or simply scan the QR code below:

Table of Contents Industry...................Page 54 Horizontal................Page 61 Services...................Page 73

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 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 Agriculture

INDUSTRY

Vicinity Manufacturing

Scalable Data Systems http://www.scalableax.com • 714-594-7690 Commodity Trading Complete Solution for Commodity Trading: Manage all aspects of physical contracts from agreement to execution including: Contract Management, Logistics, Risk Management, Invoicing, Cost tracking and Accruals.

Apparel/Footwear Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI In-house control, collaborative, or outsourced. Total solution, AS2, and VAN for lower cost of ownership. Seamless simplicity EDI designed specifically for NAV. More documents and users than any other NAV provider. RedTail Solutions http://www.redtailsolutions.com • 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Automotive AIM Computer Solutions, Inc. http://www.aimcom.com/ • 586-439-0300 AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.

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.

Churches and Ministries BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor management software for nonprofits to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

Commodity Trades

Scalable Data Systems http://www.scalableax.com • 714-594-7690 Commodity Trading Complete Solution for Commodity Trading: Manage all aspects of physical contracts from agreement to execution including: Contract Management, Logistics, Risk Management, Invoicing, Cost tracking and Accruals.

Construction

HighJump Software http://www.highjump.com/truecommerce 888-430-4489 HighJump TrueCommerce EDI Solutions Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Shipping, Carrier Manifest, Labels, Barcoding, TP Compliance, WMS, Forecasting & Replenishment. Best of breed built inside NAV replacing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Cross Industry Solution

IPM Global Pty Ltd

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract and Cost Control.

Consumer Packaged Goods

Chemicals Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

KEY:

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Axapta

Great Plains

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

Navision

FALL 2015 | THEPARTNERCHANNEL.COM

Solomon

ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ • 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Customer Relationship Management

Retail Management System

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!

Ariett http://www.ariett.com • 781-826-1120 Enterprise AP Invoice, Procurement, Contract & Expense Reporting Solution/ Azure Cloud/On Premise Requisition, PO/Contract Mgmt., AP Automation, Travel/Expense Reporting. AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

DATABASICS, Inc. http://www.data-basics.com • 314-282-9561 DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP.

Point of Sale


EthoTech, Inc. http://www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail. Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Higher Logic http://www.higherlogic.com • 202-360-4402 Higher Logic The leading cloud-based community platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems. Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Request For Quote Create RFQs. Save Vendor responses. Auto-create PO's and Sales Quotes. JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Lexmark Enterprise Software http://www.lexmark.com/en_us/ solutions/financial-process-automation/ solutions/erp-integration/automationfor-microsoft-dynamics/invoiceprocessing.html • 800-941-7460 Invoice Processing for Microsoft Dynamics Push the boundaries of process automation to gain even more productivity, efficiency, and control over your financial processes with invoice processing automation, available in the cloud-based or on-premise.

Lexmark Enterprise Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX from Lexmark Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy. Liaison Software Corp

Axapta

Great Plains

Solver

http://www.nodus.com/epay_ advantage.html • 909-482-4701 ePay Advantage - Online Bill Pay Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry.

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

Nodus Technologies, Inc. http://www.nodus.com/estore_ solution_stack.html • 909-482-4701 eStore Solution Stack Go beyond a simple shopping cart with our feature-rich, automated and fully integrated ecommerce solution. PCI Certified, B2B, B2C and Sales Portal with Responsive web designs to support all screen sizes.

Navision

Solomon

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

Equipment Rental and Leasing Nodus Technologies, Inc. http://www.nodus.com/products.html 909-482-4701 Credit Card Advantage and CRM Charge Securely process credit cards and eChecks/ACH in real-time with seamless integration between Dynamics GP and/ or CRM. Includes batch processing & reconciliation/reporting tools. Optional AutoPay and customer portal. Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM. Paymate Software Corporation

http://www.liaisonsc.com 800-811-4618 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). Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

KEY:

Nodus Technologies, Inc.

http://www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE) Paymate Software Payroll, HR, Time tracking, Scheduling, ESS – advanced & cost-effective.

SYCOR GmbH http://www.sycor-group.com/rental +49 551 490 2491 Sycor.Rental AX 2012 solution for individual & bulk rentals, trade of mobile goods. Full rental lifecycle with key features: graphical scheduling, transport mgmt., service & maintenance, fleet mgmt., flexible billing methods, BI.

Finance/Banking AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed. Lexmark Enterprise Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX from Lexmark Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.

Fleet Management ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.

Customer Relationship Management

Retail Management System

SYCOR GmbH http://www.sycor-group.com/fleet +49 551 490 2491 Sycor.Fleet AX 2012 solution for fleet management. Key features: graph. scheduling, transport mgmt., service & maintenance, vehicle data mgmt., vehicle history (costs, repairs, damage), BI & reporting, flexible billing methods.

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55

INDUSTRY

eRequester by Paperless Business Systems http://spendwise.ly/eRequester-2015 206-256-0771 ext. 123 eRequester Industry leading web procurement, expense management, inventory & receiving, and business intelligence. Top rated & trusted for over 16 years.

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Marshal Comprehensive QHSE application. Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.


INDUSTRY

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

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Discrete MO Manufacture Distributor Food Beverage Supply Chain ship EDI. 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.

Blue Horseshoe http://www.bhsolutions.com • 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Suite for Dynamics AX.

COGEP, Inc. http://www.cogep.com 418-626-2503 ext: 144 NEW: Guide TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

KEY:

56

Axapta

Great Plains

Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide. Metafile 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, workflow, and AP/AR Automation.

RedTail Solutions http://www.redtailsolutions.com • 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost. Scalable Data Systems http://www.scalableax.com • 714-594-7690 Procurement for Manufacturing Procurement of Commodity raw materials fully integrated with MRP providing visibility of production demand to procurement. Key features: Contract Management, Logistics, Risk Management, Track costs and Accruals.

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 Contracting

IPM Global Pty Ltd http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract and Cost Control.

Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Navision

FALL 2015 | THEPARTNERCHANNEL.COM

Solomon

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

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing. Computer Information Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization. Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Health Care Management Billing and Financial Management for Home Health and Long Term Care.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Industrial Equipment Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet 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.

Insurance InterDyn BMI http://www.erp4health.com • 866-264-3249 ERP4HealthŽ Financial Management Software powered by Microsoft Dynamics. Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes. Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Requisition, approval, budget checking and integration to Binary Stream for Materials Management.

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.

High Tech and Electronics Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet 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. Retail Management System

Life Sciences Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience!

Maintenance Management

Sierra Workforce Solutions

Customer Relationship Management

EthoTech, Inc. http://www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

COGEP, Inc. http://www.cogep.com 418-626-2503 ext: 144 NEW: Guide TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

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

Point of Sale


Lexmark Enterprise Software

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience! ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations. Bond Consulting Services http://www.BondConsultingServices.com 562-988-3451 Microsoft Dynamics ERP Solutions for Manufacturing & Distribution We are a Gold ERP/Silver CRM Partner and the go-to multilingual consulting team for Process & Discrete Manufacturers and CPG and F&B Distributors from SMB to Enterprise.

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

COGEP, Inc. http://www.cogep.com 418-626-2503 ext: 144 NEW: Guide TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP.

eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet 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 Software http://www.highjump.com/truecommerce 888-430-4489 HighJump TrueCommerce EDI Solutions Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network. Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes. Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as components or finished goods. Gain control.

Computer Information Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

KEY:

Axapta

Great Plains

Navision

Solomon

Lexmark Enterprise Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX from Lexmark Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 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).

Metafile 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, workflow, and AP/AR Automation. RF-SMART http://ax.rfsmart.com • 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."

Sana Commerce http://www.sana-commerce.com • 646-362-0432 Sana Commerce Sana delivers fully integrated B2B e-commerce solutions for Microsoft Dynamics NAV & AX that help wholesalers and manufacturers to grow online.

Customer Relationship Management

Retail Management System

Scalable Data Systems http://www.scalableax.com • 425-931-9972 Advanced Production Scheduling Review and adjust Production Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alternative work centers.

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.

Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 NEW: Thomson Reuters ONESOURCE Thomson Reuters ONESOURCE Indirect Tax for all companies leveraging Microsoft Dynamics provides cloud-based sales, use, and value-added tax calculation, reporting, exemption certificate management and returns.

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.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

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INDUSTRY

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Manufacture MO Distributor Food Beverage Pharma Chemical CPG ship EDI.

http://www.lexmark.com/en_us/ solutions/financial-process-automation/ solutions/erp-integration/automationfor-microsoft-dynamics/invoiceprocessing.html • 800-941-7460 Invoice Processing for Microsoft Dynamics Push the boundaries of process automation to gain even more productivity, efficiency, and control over your financial processes with invoice processing automation, available in the cloud-based or on-premise.

Scalable Data Systems http://www.scalableax.com • 714-594-7690 Procurement for Manufacturing Procurement of Commodity raw materials fully integrated with MRP providing visibility of production demand to procurement. Key features: Contract Management, Logistics, Risk Management, Track costs and Accruals.


INDUSTRY

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and sub-assemblies below the parent, schedules and releases Experlogix MO's, and receives and posts MO Receipts.

Media and Entertainment Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Non-Profit Organizations BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor management software for nonprofits to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations. Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profits Requisition & Expense with GL Distribution, Encumbrance & Audit Trails. 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.

Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Oil and Gas Computer Information Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

KEY:

58

Axapta

Great Plains

IPM Global Pty Ltd http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract and Cost Control. Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 NEW: Thomson Reuters ONESOURCE Thomson Reuters ONESOURCE Indirect Tax for all companies leveraging Microsoft Dynamics provides cloud-based sales, use, and value-added tax calculation, reporting, exemption certificate management and returns.

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. Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds. Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

Professional Services Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial.

Navision

FALL 2015 | THEPARTNERCHANNEL.COM

Solomon

JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities. Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones. Rockton Software http://www.rocktonconnect.com • 877-476-2586 Rockton Connect Rockton Connect, small business accounting built inside Microsoft Dynamics CRM online specifically for professional service organizations.

Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Property Management AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.

Publishing Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Restaurant Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 NEW: Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

Customer Relationship Management

Retail Management System

Retail Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience!

Avalara, Inc. http://www.info.avalara.com/TheList 877-811-7965 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.

Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial. Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 NEW: Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C. Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Metafile 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, workflow, and AP/AR Automation.

Point of Sale


Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

Transportation

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 financial information to accurately run your business

NMB Solutions http://www.proshipsoftware.com/axugsummit 800-353-7774 Dynamics AX ProShipÂŽ Multi Carrier Shipping and LTL manifesting solutions ProShipÂŽ software is a global, flexible and native Microsoft DynamicsÂŽ AX and NAV multi-carrier shipping and manifesting solution which will handle all your domestic and international small parcel and LTL shipments.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.

Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.

Software Manufacturers

Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 NEW: Thomson Reuters ONESOURCE Thomson Reuters ONESOURCE Indirect Tax for all companies leveraging Microsoft Dynamics provides cloud-based sales, use, and value-added tax calculation, reporting, exemption certificate management and returns.

Social Services BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor management software for nonprofits to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

Software

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

KEY:

Axapta

Great Plains

NMB Solutions http://www.proshipsoftware.com/axugsummit 800-353-7774 Dynamics AX ProShipŽ Multi Carrier Shipping and LTL manifesting solutions ProShipŽ software is a global, flexible and native Microsoft DynamicsŽ AX and NAV multi-carrier shipping and manifesting solution which will handle all your domestic and international small parcel and LTL shipments. Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily. Rockton Software http://www.rocktonconnect.com 877-476-2586 Rockton Connect Rockton Connect, small business accounting built inside Microsoft Dynamics CRM online specifically for software companies.

Selective Software Inc http://www.selectivesoftware.com 421-369-0480 In Transit Software Integrated solutions for Trucking: Loads, Driver/Carrier Pay, Freight Billing, EDI, Dispatch, Imaging, Maintenance & Repair, Fuel Integration, Road Taxes. Reporting & more. Asset-Based & Brokerage.

Utilities Lexmark Enterprise Software http://www.lexmark.com/en_us/solutions/ financial-process-automation/solutions/ erp-integration/automation-for-microsoftdynamics/invoice-processing.html 800-941-7460 Invoice Processing for Microsoft Dynamics Push the boundaries of process automation to gain even more productivity, efficiency, and control over your financial processes with invoice processing automation, available in the cloud-based or on-premise.

Warehouse Management

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Field Service tech job ship EDI.

Staffing/Recruiting Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 NEW: Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

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.

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Recruitment Accelerator Web-based recruiting mgmt, resume collection & on-boarding accelerator.

Navision

Solomon

Customer Relationship Management

Retail Management System

eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE WarehousingŠ Flexibility from basic to advanced functionality. Receiving, picking, shipping, realtime inventory in NAV via wireless devices. Also grows to license plating, serial no. tracking & production output registration. NMB Solutions http://www.proshipsoftware.com/axugsummit 800-353-7774 Dynamics AX ProShipÂŽ Multi Carrier Shipping and LTL manifesting solutions ProShipÂŽ software is a global, flexible and native Microsoft DynamicsÂŽ AX and NAV multi-carrier shipping and manifesting solution which will handle all your domestic and international small parcel and LTL shipments.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags and Excel. Print tags, ensure accuracy, minimize downtime.

Wholesale Trade: Durable Goods Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial. HighJump Software http://www.highjump.com/truecommerce 888-430-4489 HighJump TrueCommerce EDI Solutions Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

Point of Sale THEPARTNERCHANNEL.COM | FALL 2015

59

INDUSTRY

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Corporate Services


INDUSTRY

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.

Wolesale Trade: Non-durable Goods Scalable Data Systems http://www.scalableax.com • 714-594-7690 Landed Cost Manage Multiple Vendors/PO's as one shipment to improve efficiency and visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.

Scalable Data Systems http://www.scalableax.com • 714-594-7690 Landed Cost Manage Multiple Vendors/PO's as one shipment to improve efficiency and visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Sana Commerce http://www.sana-commerce.com 646-362-0432 Sana Commerce Sana delivers fully integrated B2B e-commerce solutions for Microsoft Dynamics NAV & AX that help wholesalers and manufacturers to grow online.

Learn why Karen with ChargeLogic likes The List: “Having The List reach so many organizations within the Microsoft Dynamics community makes our decision to participate an easy one – and receiving a lead from The List didn’t hurt either!� Karen Tran ChargeLogic

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Great Plains

Navision

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Solomon

Customer Relationship Management

Retail Management System

Point of Sale


Horizontal Accounting

Analytics

Encore Business Solutions http://www.encorebusiness.com • 888-898-4330 ePayStub for Canadian Payroll ePaystub for Canadian Payroll is a seamless extension to Microsoft Dynamics GP Canadian Payroll that allows users to email out employee Payslips with an email that is password protected.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience!

Rockton Software http://www.rocktonconnect.com • 877-476-2586 Rockton Connect Rockton Connect, small business accounting built inside Microsoft Dynamics CRM online.

Affordable Care Act Reporting AIM Technologies http://www.aim-technologies.com/ acadashboard.html • 888-234-0428 The ACA Dashboard Complete solution for proactive management and reporting for compliance with the Affordable Care Act.

Greenshades Software http://www.greenshades.com/landing-aca. php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 NEW: Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C. Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great DynamicsÂŽ GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system works exactly the way you want and need it to! KEY:

Axapta

Great Plains

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg. Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Asset Maintenance/ MRO/EAM

COGEP, Inc. http://www.cogep.com 418-626-2503 ext: 144 NEW: Guide TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

Automation

Lexmark Enterprise Software http://www.lexmark.com/en_us/ solutions/financial-process-automation/ solutions/erp-integration/automationfor-microsoft-dynamics/invoiceprocessing.html • 800-941-7460 Invoice Processing for Microsoft Dynamics Push the boundaries of process automation to gain even more productivity, efficiency, and control over your financial processes with invoice processing automation, available in the cloud-based or on-premise.

Navision

Solomon

mc² http://www.mc2software.com • 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.

Barcode Data Collection

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

Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Replace Forecaster with a more intuitive and robust budgeting tool which can be up and running in 2 hours! Give your staff real-time drill down reporting on GP transactions and eliminate Excel-based budgeting chaos. Prophix Software

eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available. Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets. Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features. RF-SMART http://ax.rfsmart.com • 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."

Budgeting Corporate Renaissance Group http://www.crgroup.com/budgeting 613-232-4295 NEW: Budgeting & Costing CRGroup provides consulting expertise and leading solutions to streamline and improve budgeting, planning and costing. (Adaptive Insights, BOARD Software, CRG Cost Allocator, CRG FlexABM). Contact us to learn more.

Customer Relationship Management

Retail Management System

http://www.prophix.com • 905-279-8711 NEW: Prophix Leading developer of performance management solutions designed to automate financial and operational processes. High-end functionality with powerful, adaptable solutions built on the Microsoft SQL Server stack.

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

Business Intelligence

Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades. Corporate Renaissance Group http://www.trendminer-xrm.com 613-232-4295 Trend Miner Ground breaking historical trend analysis & B.I. visualization for Dynamics CRM. Go beyond a snapshot of data to reveal eye-opening trends for better planning & decision making.

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Elevate HR, Inc. http://elevate-hr.com/solutions/ 877-968-4440 Elevate HR Extensions for AX HCM HCM Process Wizards, Approval Flow, Benefits Admin, Global Payroll, etc.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.

Lexmark Enterprise Software https://www.perceptivesoftware.com/ products/perceptive-interact/applicationintegration/microsoft-dynamics-ax.html 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX from Lexmark Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.


Business Process Management deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One� Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

HORIZONTAL

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/ Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP.

Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial.

ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ • 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP. JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers. Lexmark Enterprise Software

Halo Business Intelligence http://www.halobi.com • 888-300-0219 Halo Business Intelligence Supply Chain Visibility, BI, Predictive Analytics, Budget & Forecasting. Solver http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

ZAP http://www.zapbi.com • 415-889-5740 ZAP Business Intelligence ZAP provides 'Buy, Not Build' business intelligence for organizations using Microsoft Dynamics. ZAP's Trusted Analytics ensure your company is aligned through best practice metrics that deliver real business results.

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Axapta

Great Plains

http://www.lexmark.com/en_us/ solutions/financial-process-automation/ solutions/erp-integration/automationfor-microsoft-dynamics/invoiceprocessing.html • 800-941-7460 Invoice Processing for Microsoft Dynamics Push the boundaries of process automation to gain even more productivity, efficiency, and control over your financial processes with invoice processing automation, available in the cloud-based or on-premise. Lexmark Enterprise Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX from Lexmark Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.

Navision

FALL 2015 | THEPARTNERCHANNEL.COM

Solomon

Metafile 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, workflow, and AP/AR Automation.

Check Printing Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtually any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check FactoryŽ Visual Series is a MICR check and forms printing software solution designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Collaboration Platform

Flaum Technologies http://www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impossible" commission plans. Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Commissions Adv Commissions is flexible and handles complex commissions. Commissions can be calculated based on many criteria and can be paid at invoice, upon payment or periodically. It can be used in SO, Projects, AR & AP.

Compliance ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ • 800-699-5758 Integrated Document Management and Process Automation for Dynamics GP Direct and control the entire lifecycle of your documents and unstructured information, while protecting the information within them & keeping you within compliance mandates. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager addresses security creation & mgmt, risk & compliancy requirements, & audit preparation with inquires & reports. Focus on your business not your technology needs. Gain from our experience! Greenshades Software

Higher Logic http://www.higherlogic.com • 202-360-4402 Higher Logic The leading cloud-based community platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

Commissions

EthoTech, Inc. http://www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

Customer Relationship Management

Retail Management System

http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms. Greenshades Software http://www.greenshades.com/landing-aca. php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.

Point of Sale


Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 NEW: Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all. Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldn’t get any better.

Contract/Project Management

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

Credit Card/Check Processing BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification, capable of different EFT format for different vendors, Support JPM, Wells Fargo, European SEPA, seamless GP integration

KEY:

Axapta

Great Plains

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts. Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Credit Card Authorization PCI validated. Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seamlessly integrated with Sales Order Processing and Cash Receipts.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce KloudPay Secure, PCI Certified ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.

Nodus Technologies, Inc. http://www.nodus.com/products.html 909-482-4701 Credit Card Advantage and CRM Charge Securely process credit cards and eChecks/ACH in real-time with seamless integration between Dynamics GP and/ or CRM. Includes batch processing & reconciliation/reporting tools. Optional AutoPay and customer portal. Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail. Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.

Customer Relationship Management AbleBridge http://www.ablebridge.com/productsproject-management.htm • 877-600-2253 Project Management for Microsoft Dynamics CRM Easy to use Project Management integrated with Microsoft Dynamics CRM.

Navision

Solomon

eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet 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.

Visionary Software Consulting, Inc. http://crm-rules.com • 877-276-1942 CRM Rules for Microsoft Dynamics CRM Easily configure dynamic CRM forms. More powerful than Business Rules.

Data Integration

Admiral Consulting Group http://www.admiral-west.com/solutions_ activeconnect.html • 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button.

Data Management Corporate Renaissance Group http://www.crgroup.com/changer 613-232-4295 NEW: CRG Changer Quickly & easily change, merge & combine your codes & data in GP. Changer is trusted by thousands of organizations, supports 3rd party tables & is completely flexible - ensuring GP operates at optimum efficiency.

Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial. InsideView http://www.insideview.com/microsoft/the-list 415-728-9363 InsideView Data for Microsoft Dynamics CRM Clean, append & maintain your CRM data with InsideView’s current, complete company & contact data. Do it automatically or with one-click sync.

Distribution

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience!

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

eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Customer Relationship Management

Retail Management System

Blue Horseshoe http://www.bhsolutions.com • 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Suite for Dynamics AX.

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HORIZONTAL

Ariett http://www.ariett.com • 781-826-1120 NEW: Enterprise Vendor Contract, Capital Project & Procurement Solution /Azure Cloud/On Premise Workflow, Capital Project/Contract spend tracking, Budget Reporting.

ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Payments Leading PCI validated credit card & payment processing solution for NAV.

AbleBridge http://www.ablebridge.com/editablecrm-grid.htm • 877-600-2253 EditAble CRM Grid for Microsoft Dynamics CRM Top 10 ISV Solution. Transform CRM Forms and Views with inline editing, grouping, sorting, inline calculations and much more.


KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Computer Information Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.

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

HORIZONTAL

NMB Solutions http://www.proshipsoftware.com/axugsummit 800-353-7774 Dynamics AX ProShipŽ Multi Carrier Shipping and LTL manifesting solutions ProShipŽ software is a global, flexible and native Microsoft DynamicsŽ AX and NAV multi-carrier shipping and manifesting solution which will handle all your domestic and international small parcel and LTL shipments. Scalable Data Systems http://www.scalableax.com • 714-594-7690 Landed Cost Manage Multiple Vendors/PO's as one shipment to improve efficiency and visibility. Key features: Accruals, Auto Cost Allocation, in transit costing. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

Document Management

ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ • 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows.

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

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Great Plains

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP.

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform. Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs. Lexmark Enterprise Software http://www.lexmark.com/en_us/ solutions/financial-process-automation/ solutions/erp-integration/automationfor-microsoft-dynamics/invoiceprocessing.html • 800-941-7460 Invoice Processing for Microsoft Dynamics Push the boundaries of process automation to gain even more productivity, efficiency, and control over your financial processes with invoice processing automation, available in the cloud-based or on-premise.

Navision

FALL 2015 | THEPARTNERCHANNEL.COM

Solomon

Lexmark Enterprise Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX from Lexmark Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.

E-commerce

Avalara, Inc. http://www.info.avalara.com/TheList 877-811-7965 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 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).

Metafile 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, workflow, and AP/AR Automation. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices, HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workflow & Report imaging

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.

Customer Relationship Management

Retail Management System

ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution.

Clarity Ventures http://www.partnerchannelclarity.com 800-928-8160 Clarity eCommerce Fully custom, scalable enterprise eCommerce integrated with Dynamics for the best possible digital experience. Built in customized reporting, SEO, business intelligence and comprehensive administration features. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Certified cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.

Malibu Commerce http://www.malibucommerce.com 213-891-0630 M-Connect and Magento E-Commerce is cheaper and easier than you think by using Magento and M-Connect. With seamless NAV B2B and B2C integrations M-Connect and Magento provide customer self-service and streamline internal operations.

Point of Sale


HighJump Software

Nodus Technologies, Inc. http://www.nodus.com/estore_ solution_stack.html • 909-482-4701 eStore Solution Stack Go beyond a simple shopping cart with our feature-rich, automated and fully integrated ecommerce solution. PCI Certified, B2B, B2C and Sales Portal with Responsive web designs to support all screen sizes.

Sana Commerce http://www.sana-commerce.com 646-362-0432 Sana Commerce Sana delivers fully integrated B2B e-commerce solutions for Microsoft Dynamics NAV & AX that help wholesalers and manufacturers to grow online.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Shipping, Carrier Manifest, Labels, Barcoding, TP Compliance, WMS, Forecasting & Replenishment. Best of breed built inside NAV replacing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide. Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI VAN Let Lanham be your one stop for EDI. Van, maps, managed services. We won’t lock you in. Full function, fair price. Lower cost of ownership.

Lanham AssociatesÂŽ http://www.lanhamservices.com 678-999-3900 Managed EDI Services Did you know Lanham Services offers Managed EDI Services? Management of day-to-day EDI tasks & error resolution. A true turn-key EDI solution.

EDI AIM Computer Solutions, Inc. http://www.aimcom.com • 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.

KEY:

Axapta

Great Plains

RedTail Solutions http://www.redtailsolutions.com • 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost. Scalable Data Systems http://www.scalableax.com. • 714-594-7690 EDI Streamline communications between customers/vendors. Key Features: Auto transfer between parties, Orders, Invoices, ASN’s & Multi location.

Electronic Document Delivery (Email)/Faxing ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ • 800-699-5758 Integrated Document Management and Process Automation Automatically capture, route, deliver, archive and securely access information directly from Dynamics GP screens and via Web Browser.

Navision

Solomon

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

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 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). Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy, you’ll want to send us flowers.

Equipment Maintenance

Expense Solutions

Ariett http://www.ariett.com • 781-826-1120 Enterprise Travel & Expense Reporting Solution/Azure Cloud/On Premise Personal & Corporate CC, Travel, Currency, Track Mileage, Any Device.

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

Retail Management System

http://www.data-basics.com • 314-282-9561 DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use. DynamicPoint http://www.dynamicpoint.com • 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 effectively integrate and streamline employee expense reimbursement with Dynamics.

eRequester by Paperless Business Systems http://spendwise.ly/eRequester-EM 206-256-0771 ext. 123 eRequester | EM Use eRequester Travel & Expense Management to automate and expedite expense processing. Improve visibility over discretionary spending.

Gorilla Expense

COGEP, Inc. http://www.cogep.com 418-626-2503 ext: 144 NEW: Guide TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

Customer Relationship Management

DATABASICS, Inc.

http://www.gorillaexpense.com 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corporate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Spencer Easy, configurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workflow, multi-currency, VAT support, electronic receipts and more. Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

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Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 NEW: Thomson Reuters ONESOURCE Thomson Reuters ONESOURCE Indirect Tax for all companies leveraging Microsoft Dynamics provides cloud-based sales, use, and value-added tax calculation, reporting, exemption certificate management and returns.

http://www.highjump.com/truecommerce 888-430-4489 HighJump TrueCommerce EDI Solutions Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

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


Fixed Assets Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

General Ledger

HORIZONTAL

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic Expense Management ReQlogic’s Expense Management module enables employees to enter expense reports using a browser or phone interface, or Import expense transactions from a bank or credit card account. Real time integration.

Field Service Management

Admiral Consulting Group http://www.admiral-west.com/ advancedallocations/index.html 866-794-1275 ext. 101 Advanced Allocations for Dynamics GP You can easily allocate entire departments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger.

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Field Service Field Service WMS Barcode mobile phone tablet lot serial tracked inventory Job Work Order part return depot tech install telecom oilfield inspect

Corporate Renaissance Group http://www.crgroup.com/reformatter 613-232-4295 CRG Re-Formatter CRG Re-Formatter is the only tool currently available to help companies quickly & easily modify the account framework of Microsoft Dynamics GP after the initial installation.

FieldConnect, Inc. http://www.fieldconnect.com • 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect produces web-enabled tools for mobile field service automation. Work orders, timesheets, dispatch boards, quoting tools and customer portals integrate directly with Dynamics for maximum efficiency.

Financial Services ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Investment Assets Unrealized and realized gains/losses, amortization, interest accruals, track portfolios and percent of ownership by multiple entities. Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

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Great Plains

Corporate Renaissance Group http://www.crgroup.com/AATools 613-232-4295 AA Tools for Analytical Accounting Simplify the management of GP Analytical Accounting: AA Backfiller, AA Changer, AA Segment Converter & AA Cubes. Backfill data in AA, change AA codes, convert GL segments to AA dimensions & complete analytics. Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator GL, AR, AP for AA Copy-Paste-Import transactions with AA codes from Excel to Dynamics. Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator GL Copy-Paste-Import single or multiple journal entries from Excel to Dynamics.

HR Management

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs. Greenshades Software http://www.greenshades.com/landing-aca. php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great DynamicsÂŽ GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system works exactly the way you want and need it to! JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Paymate Software Corporation http://www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE) Paymate Software Payroll, HR, Time tracking, Scheduling, ESS – advanced & cost-effective.

Inter-company Processing Corporate Renaissance Group http://www.crgroup.com/combiner 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same COA can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company. Services are avail. mc² http://www.mc2software.com • 303-872-3000 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV. Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator MEM Copy & paste GP intercompany transactions or Binary Stream MEM from Excel to GP.

Inventory Enhancement

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags and Excel. Print tags, ensure accuracy, minimize downtime.

Inventory Management Corporate Renaissance Group http://www.employee-performance.com 877-711-0367 emPerform Award-winning employee performance management for Microsoft Dynamics GP & AX HR. Online performance reviews, 360° assessments, goal management, succession planning, pay-for-performance, reporting & social feedback.

Navision

FALL 2015 | THEPARTNERCHANNEL.COM

Elevate HR, Inc. http://elevate-hr.com/solutions/ 877-968-4440 Elevate HR Extensions for AX HCM HCM Process Wizards, Approval Flow, Benefits Admin, Global Payroll, etc.

myStaffingPro http://mystaffingpro.com • 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.

Solomon

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

Customer Relationship Management

Retail Management System

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

Point of Sale


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

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real time fund recognition.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as components or finished goods. Gain control.

Nodus Technologies, Inc.

Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenishment with collaboration, promotions, drill-down & multiple rollup views. Unprecedented visibility. Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

Invoicing Enhancement

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx • 562-726-4396 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Invoice Automation (AP) Solution at a fraction of alternative solution costs to effectively automate, real-time management of invoice to payment processing.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings.

KEY:

Axapta

Great Plains

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Job Costing JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and sub-assemblies below the parent, schedules and releases Experlogix MO's, and receives and posts MO Receipts.

Mobility Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Sierra Workforce Solutions

Multi-Entity Management

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.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!

Labeling Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Label Formatter Formats customized and carrier labels inside the shipping system.

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

Navision

Solomon

Occupational Health & Safety Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Marshal Comprehensive QHSE application. Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.

Customer Relationship Management

Retail Management System

ACOM Solutions, Inc. http://www.acom.com/solutions/ ms-dynamics-gpgreat-plains/ • 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows.

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

Ariett http://www.ariett.com • 781-826-1120 Enterprise AP Invoice Automation Solution with Document Management/ Azure Cloud/On Premise Creates AP Transaction with GL codes & invoice attached for approval. AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed. BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification, capable of different EFT format for different vendors, Support JPM, Wells Fargo, European SEPA, seamless GP integration Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx • 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to effectively automate, real-time management of invoice to payment processing.

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AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.

http://www.nodus.com/epay_ advantage.html • 909-482-4701 ePay Advantage - Online Bill Pay Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry.

Payables Enhancement


Paymate Software Corporation

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform. ICAN Software Corporation http://www.icansoftware.com 253-777-0708 ext. 112 Mass Apply Payables Mass Apply Payables automates the process of applying payments and credit memos against AP vouchers. It also is an integration tool for importing vendors, vouchers/credit memos, manual payments, and the apply info. KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL FastAP Brings distribution window and payment terms directly to the 1st screen.

HORIZONTAL

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy. MHC Software, Inc.

Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check FactoryŽ Visual Series is a MICR check and forms printing software solution designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Payroll Enhancement

Aatrix Software, Inc. http://www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile. BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification, capable of different EFT format for different vendors, Support JPM, Wells Fargo, European SEPA, seamless GP integration

http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifications Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.

Elevate HR, Inc. http://elevate-hr.com/solutions/ 877-968-4440 Elevate HR Extensions for AX HCM HCM Process Wizards, Approval Flow, Benefits Admin, Global Payroll, etc.

Paramount Technologies

http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

http://www.paramounttechnologies. com/Solution_InvoiceAutomation.aspx 800-725-4408 WorkPlace AP Invoice Automation Enforce spend management and approvals for PO and non-PO Invoices.

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.

Greenshades Software

Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline management, tax payments, and other reporting requirements.

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator AP Allow users to Copy-Paste-Import AP transactions from Excel to Dynamics.

KEY:

68

Axapta

Great Plains

Navision

FALL 2015 | THEPARTNERCHANNEL.COM

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 NEW: Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

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.

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great DynamicsÂŽ GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system works exactly the way you want and need it to!

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.

JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio Portals Transforming the customer web experience with Portals for Dynamics CRM.

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more. KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 PayStub Viewer A web-based app that provides employees online access to their pay stubs. Employees can be notified through email when their pay stub is available online. Configuration tool allows control to information. KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.

Solomon

http://www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE) Paymate Software Payroll, HR, Time tracking, Scheduling, ESS – advanced & cost-effective.

Customer Relationship Management

Retail Management System

Portals

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet 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.

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.

Point of Sale


Project Accounting Sana Commerce http://www.sana-commerce.com 646-362-0432 Sana Commerce Sana delivers fully integrated B2B e-commerce solutions for Microsoft Dynamics NAV & AX that help wholesalers and manufacturers to grow online.

The Portal Connector http://www.crmportalconnector.com/ 705-726-2966 The Portal Connector for Dynamics CRM It’s easy to use and does not require developers to implement or manage. Just drag and drop to build scalable, secure Portal Solutions!

Procurement Management Ariett http://www.ariett.com • 781-826-1120 Enterprise ReqNet Procurement Solution/Azure Cloud/On Premise Requisitions, Catalogs, POs, Vendor Contracts, Budgeting & Receiving.

eRequester by Paperless Business Systems http://spendwise.ly/eRequester-eProcurement 206-256-0771 ext. 123 eRequester eRequester e-procurement is top rated for ease-of-use & time-to-value. Top features: Approval Workflow Engine, PO, RFQ, Punchout, Inventory, & Expense Management. Trusted for over 16 years. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenishment with collaboration, promotions, drill-down & multiple rollup views. Unprecedented visibility.

http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance. Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow. Scalable Data Systems http://www.scalableax.com • 714-594-7690 Procurement for Manufacturing Procurement of Commodity raw materials fully integrated with MRP providing visibility of production demand to procurement. Key features: Contract Management, Logistics, Risk Management, Track costs and Accruals.

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

Production Planning Scalable Data Systems http://www.scalableax.com • 425-931-9972 Advanced Production Scheduling Review and adjust Production Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alternative work centers.

Productivity

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing. Corporate Renaissance Group http://www.crgroup.com/PATools • 613-232-4295 PA Tools for Project Accounting Simplify the management of GP Project Accounting: PA Budget Importer, PA GL Validator & PA Cubes. Avoid data entry errors, facilitate assignments of budgets to cost categories, validate projects & generate analytics.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg. JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Purchase Order Processing Enhancement

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

KEY:

Axapta

Great Plains

DynamicPoint http://www.dynamicpoint.com • 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 effectively integrate and streamline purchase requisition processing with Dynamics.

Solomon

Customer Relationship Management

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance. Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

Quality Control

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Receivables Enhancement Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 SmartFill Find information up to 83% faster with Rockton’s quick and easy google-style data search tool.

Navision

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.

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

Liaison Software Corp

eRequester by Paperless Business Systems http://spendwise.ly/eRequester-PO 206-256-0771 ext. 123 eRequester | PO Web requisitions, approvals, POs, Punchout, budget tracking and more. Powerful spend management tools for improving efficiency & visibility.

Retail Management System

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DynamicPoint http://www.dynamicpoint.com • 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 effectively integrate and streamline the procurement process with Dynamics GP and NAV.

Paramount Technologies


ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with specific apply or auto apply. Nodus Technologies, Inc. http://www.nodus.com/epay_advantage.html 909-482-4701 ePay Advantage - Online Bill Pay Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry. Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.

HORIZONTAL

Stanley Stuart Yoffee & Hendrix, Inc. http://www.ssyh.com/products/ssyh-add-ons/ ar-collections-manager/ • 407-660-0059 AR Collections Manager for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash flow.

Stanley Stuart Yoffee & Hendrix, Inc. http://www.ssyh.com/products/ssyh-addons/national-accounts/ • 407-660-0059 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.

Reconciliation

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

Adra http://www.adra.com • +44 207 868 5171 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. Free up time and close faster with BALANCER.

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Sales Order Processing Enhancement Adra http://www.adra.com • +44 207 868 5171 RECEIVABLES - Payment Matching Software RECEIVABLES handles complex incoming payments your ERP system can't match. By using three information sources - the payment file, open invoices and the customer register - the system matches all incoming payments.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Crystal Converter Converts Crystal Reports to SQL reporting services RDL.

Gorilla Expense http://www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corporate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

Reporting

Prophix Software http://www.prophix.com • 905-279-8711 NEW: Prophix Leading developer of performance management solutions designed to automate financial and operational processes. High-end functionality with powerful, adaptable solutions built on the Microsoft SQL Server stack.

AIM Technologies http://www.aim-technologies.com 888-234-0428 Cash Basis Reporting A fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy, you’ll want to send us flowers.

deFacto Global, Inc.

Solver

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One� Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

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

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/ Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP.

Navision

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Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial.

Solomon

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet 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.

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Replace SOP and POP documents with Crystal or SSRS reports. Email SOP and POP documents in PDF using all native Dynamics GP setup. KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Royalty Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

Customer Relationship Management

Retail Management System

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 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). Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Point of Sale


Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily. Rockton Software http://www.rocktonsoftware.com 877-476-2586 Omni Price Manage nearly every pricing situation you can think of, and a bunch you haven’t.

Sales Tax

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldn’t get any better.

Shipping/Manifesting Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 NEW: Thomson Reuters ONESOURCE Thomson Reuters ONESOURCE Indirect Tax for all companies leveraging Microsoft Dynamics provides cloud-based sales, use, and value-added tax calculation, reporting, exemption certificate management and returns.

Scheduled Maintenance

Security

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager addresses security creation & mgmt, risk & compliancy requirements, & audit preparation with inquires & reports. Focus on your business not your technology needs. Gain from our experience! KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.

Mergetool.com http://www.mergetool.com/easysecurity.html 678-666-2100 NAV Easy Security from Mergetool.com Complete security solution for NAV. Permission Recorder, Role Builder, SOX compliant roles verified for Segregation of Duties. Field Level and Data Securityhide fields on forms and pages, filter data users can see. KEY:

Axapta

Great Plains

ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Shipping Intelligent, easy shipping for NAV. Accurate rate quotes and tracking. Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Seamlessly simple shipping built inside NAV. Ship from sales order thru manifest. Carriers, packing, labeling, intl, BOL, LTL. Automatic ASNs. NMB Solutions http://www.proshipsoftware.com/axugsummit 800-353-7774 Dynamics AX ProShipŽ Multi Carrier Shipping and LTL manifesting solutions ProShipŽ software is a global, flexible and native Microsoft DynamicsŽ AX and NAV multi-carrier shipping and manifesting solution which will handle all your domestic and international small parcel and LTL shipments.

Supply Chain Management Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience!

Navision

Solomon

Blue Horseshoe http://www.bhsolutions.com • 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Suite for Dynamics AX.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features. Scalable Data Systems http://www.scalableax.com • 714-594-7690 Landed Cost Manage Multiple Vendors/PO's as one shipment to improve efficiency and visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

System Enhancement Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

Tax

HighJump Software http://www.highjump.com/truecommerce 888-430-4489 HighJump TrueCommerce EDI Solutions Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide. NMB Solutions http://www.proshipsoftware.com/axugsummit 800-353-7774 Dynamics AX ProShipÂŽ Multi Carrier Shipping and LTL manifesting solutions ProShipÂŽ software is a global, flexible and native Microsoft DynamicsÂŽ AX and NAV multi-carrier shipping and manifesting solution which will handle all your domestic and international small parcel and LTL shipments.

Customer Relationship Management

Retail Management System

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

Avalara, Inc. http://www.info.avalara.com/TheList 877-811-7965 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics. Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline management, tax payments, and other reporting requirements.

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HORIZONTAL

COGEP, Inc. http://www.cogep.com 418-626-2503 ext: 144 NEW: Guide TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!

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


Workflow / Notifications

Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.

Thomson Reuters http://tax.thomsonreuters.com/ DynamicsTax • 888-885-0206 NEW: Thomson Reuters ONESOURCE Thomson Reuters ONESOURCE Indirect Tax for all companies leveraging Microsoft Dynamics provides cloud-based sales, use, and value-added tax calculation, reporting, exemption certificate management and returns.

HORIZONTAL

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

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

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

Paymate Software Corporation

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.

http://www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE) Paymate Software Payroll, HR, Time tracking, Scheduling, ESS – advanced & cost-effective.

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.

Travel Expense Management

Time and Attendance Gorilla Expense

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

DATABASICS, Inc. http://www.data-basics.com • 314-282-9561 DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use. Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Penny Web-based timesheets, employee/ manager self-service for CAD payroll. JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

KEY:

72

Axapta

Great Plains

http://www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corporate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL. Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Warranty and Claims Management Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Warranty Management Red Maple Warranty Management allows companies to automatically track the purchase and sales of items from vendor to distributor to end user. Generated claims can be tracked and managed.

Navision

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Solomon

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

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP. DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.

Metafile 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, workflow, and AP/AR Automation. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 MHC Workflow Easily route documents needing approval- invoices, HR docs, etc. electronically. Ensures they are not lost, stalled or misplaced.

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM. Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Workflow Adv Workflow enables workflows to launch automatically on defined criteria or events. Includes 50+ predefined Types (2012)/Templates (2009) to expedite rollouts. New records can be locked during approval process. Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Workflow Email Client Adv. Workflow Email Client allows you to approve, reject or redirect workflows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. Workflow is required.

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

Customer Relationship Management

Retail Management System

Point of Sale


Services .NET Development KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

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

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™â€? Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

RoseASP http://www.roseasp.com • 858-794-9403 RoseASP Hosted Microsoft Dynamics on Azure/ Private/Hybrid Cloud Solutions. Comprehensive pricing model for SPLA/Subscription Licensing - financially backed uptime guarantee. SSAE-16 data centers, SOX, HIPAA, FDA Compliancy.

Great Plains

InsideView http://www.insideview.com/microsoft/the-list 415-728-9363 InsideView for Microsoft Dynamics CRM Find and win more deals with InsideView market intelligence from 30,000 sources inside CRM – current, complete company and contact data, news, social feeds, and a comprehensive connections network.

Cloud Computing

Data Resolution, LLC http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 12 years.

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™â€? Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

RoseASP http://www.mygpcloud.com • 888-794-9401 MyGPcloud myGPcloud is the first on-demand web-based Microsoft Dynamics GP application offered on a monthly subscription, with no setup fees. Start your prospects on myGPcloud with a free 30 day trial in less than 5 mins.

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.

Custom Development KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Custom Development We are a certified .Net and Dexterity development group with over 15 years experience. Provide us with your requirements for a free estimate. NMB Solutions http://www.proshipsoftware.com/axugsummit 800-353-7774 Dynamics AX ProShipŽ Multi Carrier Shipping and LTL manifesting solutions ProShipŽ software is a global, flexible and native Microsoft DynamicsŽ AX and NAV multi-carrier shipping and manifesting solution which will handle all your domestic and international small parcel and LTL shipments. 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. WilloWare, Inc. http://www.willoware.com • 888-339-4556 ext. 2 WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

HR & Payroll Implementation & Consulting

Elevate HR, Inc. http://elevate-hr.com/solutions/ • 877-968-4440 Elevate HR Extensions for AX HCM HCM Process Wizards, Approval Flow, Benefits Admin, Global Payroll, etc. Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Microsoft Dynamics GP Creating great DynamicsŽ GP HR & Payroll experiences by offering expert consulting, customizations, implementations and training - making your payroll system work exactly the way you want and need it to.

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.

Implementation Services

Data Services InsideView http://www.insideview.com/microsoft/the-list 415-728-9363 InsideView Data for Microsoft Dynamics CRM Clean, append & maintain your CRM data with InsideView’s current, complete company & contact data. Do it automatically or with one-click sync.

Dexterity Development DexPros http://www.dexpros.com • 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed GP enhancements/integrations/upgrades supported by experienced Dexterity/ SQL/.NET/VB developers.

Customer Relationship Management

Retail Management System

Bond Consulting Services http://www.BondConsultingServices.com 562-988-3451 Custom ERP & CRM Solutions That Streamline Your Business Processes We provide end to end ERP/CRM solutions which includes implementation, customization, integration, training and ongoing support. We work closely with ISVs to focus on multiple industries in SMB and Enterprise.

SERVICES

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.

Axapta

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.

Closing Sales

Application Service Provider/Hosting

KEY:

Business Portal Development

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Tornado Marketing, Inc.

Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades. NMB Solutions http://www.proshipsoftware.com/axugsummit 800-353-7774 Dynamics AX ProShipŽ Multi Carrier Shipping and LTL manifesting solutions ProShipŽ software is a global, flexible and native Microsoft DynamicsŽ AX and NAV multi-carrier shipping and manifesting solution which will handle all your domestic and international small parcel and LTL shipments.

http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing offers high-impact, highly effective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Member Organizations ERP Software Blog http://www.groupbloggers.com • 888-800-0999 ERP Software Blog/ CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads

OnDemand Trials

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.

Managed Services RedTail Solutions http://www.redtailsolutions.com • 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Marketing Planning & Services Looking Glass Marketing http://www.lookingglassmarketing.com 614-453-5927 Cost-effective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfigured Microsoft Dynamics industry specific demo environments with integrated ISV solutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

Partner Support Service

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

Sales Tax Management Service

Upgrades Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

SharePoint Development DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

Social Media

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

InterDyn BMI http://www.interdynbmi.com • 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of innovative solutions for over 30 years.

The Partner Marketing Group http://www.thepartnermarketinggroup.com 732-237-8795 Butterfly Publisher Join Dynamics partners on Butterfly, a publishing & lead capture platform that makes your social, blog & newsletter marketing more effective!

Software Development Consulting

Writing/Documentation 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.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Training NMB Solutions http://www.proshipsoftware.com/axugsummit 800-353-7774 Dynamics AX ProShipÂŽ Multi Carrier Shipping and LTL manifesting solutions ProShipÂŽ software is a global, flexible and native Microsoft DynamicsÂŽ AX and NAV multi-carrier shipping and manifesting solution which will handle all your domestic and international small parcel and LTL shipments.

Avalara, Inc.

SERVICES

The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics & R2R Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.

KEY:

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Axapta

Great Plains

http://www.info.avalara.com/TheList 877-811-7965 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.

Navision

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Solomon

Stratton & Associates, Ltd. http://www.strattonassociates.com 508-497-9638 CRM Dynamics Training Deep dive into CRM, including 2015, with Stratton's customizable instructor led classroom training. Choose the topics you want to cover.

Customer Relationship Management

Retail Management System

Point of Sale



When it comes to process manufacturing, we need to be in the mix.

We offer process manufacturing solutions for clients who carry out batch manufacturing based on processes or formulas — allowing them to track ingredients, configure schedules and manage material requirements quickly and easily.

based on experience and client feedback.

We’ve been working in process manufacturing for more than 30 years, and are now acknowledged leaders. Everything we offer is 100% developed and supported in the U.S., and continually improved

With our help, you can close deals that would otherwise be out of reach. And once the project starts, we’ll be there to support you with friendly, personalized support, around the clock.

• We integrate with Microsoft Dynamics GP, SL, and NAV. • Clients can streamline and scale their operations, improve productivity and increase profits.

If you have a sales opportunity in process manufacturing, we need to talk.

Visit vicinitymanufacturing.com vicinitymanufacturing.com oror call and let’s let’s start start call (770) 421-2467 and working working to to get get that that client client on board.


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