The Partner Channel Magazine Spring 2015

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SPRING 2015

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Let’s Talk

INDUSTRY Industry-focused Marketing

IS IT WORTH IT? Far Beyond THE BUZZ



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contents 3PRING s 4HE 0ARTNER #HANNEL ® Magazine

IN EVERY ISSUE

9

Contributors The Industry Know-How

11

On the Homefront

DEPARTMENTS Leadership

14

Courageous Teams: Do You Have What It Takes?

34

We’re in the Business of Serving You

Far Beyond the Buzz

12

Sales

News

Great Things Happening!

13

Events Mark Your Calendars

48

Members Only Corner Etelligent Solutions, Inc.

50

Advertiser Index Find the Solutions You Need: Part 1

18

How Going Vertical Saved My Company

38

DevOps… What?

FEATURES

21

Word-A-Ganza

28

Tailoring to Unique Industries: What’s Your Niche?

32

ISV Profile Marketing

BatchMaster Software

Industry Marketing – Is it Worth the Investment?

TPC Caption Contest and Results

22 42

Why Campaigns Fail

40 47

Logo Contest

51

The List Find the Solutions You Need: Part 2

A publication dedicated to building a community for Partners THEPARTNERCHANNEL.COM | SPRING 2015

5



NOTES The Partner Channel Magazine Spring 2015 ®

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

Publisher TPC Publishing Editor-in-Chief Jenny Davis Copy Editor Kate Mund Writers Bethany Foyt Jasmine McNellis Jenny Davis Contributing Writers Adrianne Machina Cheryl Salazar Chris Elmore Pam McGee Peter Joeckel Tracy Faleide Art Director Shawn Olson Contributing Artists Dave Swang John Holland Matt Mastrud Seth Rexilius Shawn Olson Advertisement Sales Jane Olson

The One About Industry

I

t’s Convergence time! Wait. How is that even possible? Where does time go? Weren’t we just here in Atlanta? If you’re picking up our magazine for the first time: Welcome! Thank you! Subscribe; we’d like to see you the other three quarters of the year as well. (Check out www.thepartnerchannel.com to get your free subscription.) If you’re picking up an extra copy, but faithfully read us throughout the year: Hello, old friend. You’re looking great! If you’re reading this at home: We missed you in Atlanta, but you probably went to bed at a reasonable hour this week. We decided to tackle industry for this year’s spring issue to see what Partners are doing (check out the feature on 28), discuss vertical success (check out Chris Elmore’s story on page 18), and contemplate the marketing aspect: Is industry marketing really worth it (flip to page 22). As always, thank you to the team. The spring issue comes at a pretty busy time for us, and asking Convergence to move so that we can slide on our dates just isn’t an option. Thank you also to our advertisers, participants in The List, and to you, the reader. Whether you’re a rookie or a veteran, we’re glad to see you here!

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

This label only applies to the text stock.

SPRING 2015

www.thepartnerchannel.com

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.

Let’s Talk

INDUSTRY Industry-focused Marketing

IS IT WORTH IT? Far Beyond THE BUZZ

On the Cover When was the last time you used an actual phone? One with the curly-cue cord that wraps around your finger so gracefully during a call. Until the curly-cue becomes an angry mess, refusing to let you move freely. One that doesn’t flake out if it’s too windy or you’re in a tunnel. Until you’re pretending to be in a tunnel. One that doesn’t rely on the Internet or randomly turn meeting counterparts’ voices into a robotic cadence. Until the unplanned downtime is a welcome relief. The curly-cue type still fits in the palm of your hand; it just keeps you more…grounded. Written by Jenny Davis for The Partner Channel Cover illustration by Matt Mastrud for The Partner Channel ®. THEPARTNERCHANNEL.COM | SPRING 2015

7


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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.

CHERYL SALAZAR

PETER JOECKEL Email: Csalazar@thepartnermarketinggroup.com Twitter: PartnerMktGrp LinkedIn: Cherylsalazar Website: www.thepartnermarketinggroup.com Blog: www.thepartnermarketinggroup.com/blog

WITH OVER 25 YEARS’ EXPERIENCE WORKING WITH and for the Partner ecosystem and global technology community, Cheryl Salazar specializes in helping Partners and ISVs develop and execute successful marketing strategies. Her focus is on those Partners who implement and resell ERP, CRM, and develop add-on and complementary solutions to Microsoft. Cheryl earned her Bachelor of Education from the University of Witwatersrand, South Africa. She is an accredited Safari Guide (yes, really!), a busy mom to two daughters, and loves to workout at insanely early hours.

CHRIS ELMORE Email: Celmore@avidxchange.com Twitter: Ap_automation LinkedIn: Apautomation Blog: www.apautomationnews.com Google+: google.com/+ChrisElmoreAPAutomation

THROUGH REAL-WORLD EXPERIENCE, Chris has gained an invaluable perspective on automation that has enabled him to develop unique ways to communicate the need for vision and planning when automating the accounts payable process. His books, “The 8 Pitfalls of Accounts Payable Automation for Dynamics Users” (April 2011), and “The Argument to Automate – How Innovation Can INSPIRE – Not Fire” (April 2012) are the culmination of his rich experiences. Since 2000, Chris has helped more than 500 companies transition from a paper-based process to an automated process and has worked in a variety of roles, including: Help desk support, training, project management, consulting, product design, QA testing, sales, and strategic management.

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

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.

TRACY FALEIDE Email: Tfaleide@hotmail.com Facebook: Tfaleide Twitter: Tracyfaleide LinkedIn: Tracyfaleide

TRACY FALEIDE GAINED 20 YEARS OF EXPERIENCE IN COMMUNICATIONS, project and team management, planning, and results-based execution by holding several team and strategy leadership roles at Great Plains Software and Microsoft. She is a writer and coach, helping clients tell their stories, establish confidence of purpose, and see things differently.

THEPARTNERCHANNEL.COM | SPRING 2015

9



ON THE

HOMEFRONT

We’re in the Business of

SERVING YOU story by JENNY DAVIS

R

ecemtly I had the pleasure of speaking to a collegiate class at my alma mater, North Dakota State University. The topic was on how our organization manages customer relationships, both with Microsoft Dynamics CRM and in general. I shared with the students how we managed you, our beloved subscribers, before we had Microsoft Dynamics CRM. This may come as no surprise, but before we made you your own spot in Microsoft Dynamics CRM, you existed in a spreadsheet. Many spreadsheets, actually. We had one for the magazine, we had one for events, we had one for advertisers, we had one for The List, we had one with billing contacts, and we had…too many lists. One summer we had three interns. We started our intern journey with the intent to hire just one intern, but we couldn’t decide between two applicants so we hired both. A few weeks later we picked up another intern, a jovial guy whose dad worked in insurance – and he didn’t want to. When we thought about projects that they could work on, we went to our lists. I mean, what better project could there be than to validate the data for thousands of people? (Let that sink in.) Our trio set out on their merry way, searching the Internet for updated addresses, calling to see if individuals were still at the same company (remember when LinkedIn didn’t exist?), and clicking along at a decent speed. I was checking in with the insurance son one day, and my eye wandered to a name I knew…next to a company that wasn’t his employer…in a city where neither was located. “Name-withheld-to-protect-the-innocent, have you done any sorts on this spreadsheet?” I asked. He had. You see where this is going, right?

Thankfully we had an old version that we could revert back to. We had handed him our baby, our pride and joy, our livelihood, and one bad sort killed all that progress. Soon after, we molded those spreadsheets into a giant list and worked with our Partner on a Microsoft Dynamics CRM implementation. It was work, as you well know, but it put us in such a great, safe, secure, sorting-disaster-averted place. We’ve been using Microsoft Dynamics CRM for eight years now. Like you do with your own customers, we use it to keep tabs on you so that we can continue to provide value to you in your role as a Partner in the Microsoft Dynamics community. Speaking of that value, if you flip to page 8, you’ll see that we’re launching The Genius Series this fall. Think of it as an MBA that doesn’t take up your evenings, has you work on projects that

We’ve been using Microsoft Dynamics CRM

for eight years now. Like you do with your own customers, we use it to keep tabs on you...

impact the success of your efforts within your organization, and gives you an opportunity to grow personally in your professional environment. Check out www.thepartnerchannel.com/thegenius-series to read up on this fall’s curriculum. (And as an aside: We’ll be offering The Genius (Mini) Series as well, which are one-off, focused learning opportunities, one of which was hosted during Convergence this year. Look for a recap on that session in the summer issue.) We’re excited to offer something new, fresh, and fun. We hope you’re excited, too. After all, we’re in the business of serving you. THEPARTNERCHANNEL.COM | SPRING 2015

11


NEWS Computer Market Research (CMR), a leading

without having to get in front of a computer.

employees, along with Plumbline Solutions’

developer of channel management solutions,

The new Microsoft Dynamics GP Project

Microsoft Dynamics AX development and

has released a 2015 product roadmap for its

Accounting integration allows accounting

support team, will join forces to form the new

web-based marketing automation platform,

to send expense data to project expense,

company. SK Global will continue developing

MioDatos. The MioDatos platform was

which means no more manual keying of

value-add software solutions for the Microsoft

launched early 2014. In addition to offering

data into Microsoft Dynamics GP. The new

Dynamics community while expanding the

core marketing automation capabilities, the

integration with Microsoft Dynamics NAV

organization’s focus on growth in the global

platform is used by channel marketers for

includes sending data to purchase journals

marketplace. Inquiries regarding this news

synchronized channel marketing, channel

and job journals, in addition to general

or SK Global Software’s value-add software

gamification, and more. “We’re excited for

journals. Gorilla Expense was selected from

solutions can be directed to Pressinquiries@

what 2015 has in store for MioDatos, new

several companies by Microsoft at the DEMO

sksoft.com. SK Global Software LLC, will

functionality and new opportunities for our

conference for demonstrating travel and

exhibit under its new banner at Microsoft

clients,” says David Ring, product manager

expense product innovation. Learn more

Convergence 2015 in Atlanta.

of MioDatos (www.miodatos.com). For

at www.gorillaexpense.com. TrinSoft believes all companies and

more information regarding MioDatos and the 2015 product roadmap, contact

The retail landscape is more competitive

individuals have a responsibility to improve

David at 858-795-1021, ext. 154, or David@

than ever – and with a millennial generation

their community. TrinSoft also believes every

computermarketresearch.com.

that is two-and-a-half times more likely

company can make a difference, whether

than baby boomers to shop online – it is

community is defined as local towns and

Data Masons Software, LLC., a leading

critical that retailers make their online

neighborhoods or as the global economy.

provider of Integrated EDI and XML solutions

businesses more accessible to customers.

In 2014, TrinSoft continued its tradition

for Microsoft Dynamics GP customers,

That’s why nChannel, the leading provider

of setting aside 10 percent of profits for

announced integration of its Vantage Point

of multichannel management software

donations. Team members submitted

EDI solution with Microsoft Dynamics GP

that simplifies selling for retailers, announced

charitable organizations around central

2015. As Microsoft commits to a six-month

it has added three market-leading eCommerce

Kentucky and throughout the world for

product release cycle for Microsoft Dynamics

platforms

Connector

which they had a passion for the cause or

GP, Data Masons’ announcement highlights

Community Network, along with tips to help

were personally involved. In addition to the

its continued commitment to providing EDI

retailers make the most of their multichannel

financial contributions from the software

solutions that integrate from day one with the

operations in 2015. For tips about managing

company, the TrinSoft team dedicates many

latest Microsoft Dynamics releases.

the multichannel experience, visit www.

hours of service to multiple organizations

nchannel.com/blog.

throughout central Kentucky. TrinSoft’s

to

its

growing

Gorilla Expense is pleased to announce

unique program enables team members

updated versions of its mobile app that

Sandler*Kahne Software announces its plan to

to serve in multiple roles for numerous

allow users to submit complete expense

operate under a new company name, SK Global

organizations.

reports from mobile devices (iOS & Android)

Software, LLC. All Sandler*Kahne Software

Got news? Share it with us at www.thepartnerchannel.com/magazine under “News,” and we’ll print it in the Summer 2015 issue of the magazine. 12

SPRING 2015 | THEPARTNERCHANNEL.COM


EVENTS -!2#(

MAY

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Microsoft Dynamics AX

Microsoft Dynamics AX

Fast TrAX Developer Track

Fast TrAX Functional Track

Enterprise Academy L200 Training

June 15-July 3

March 23-April 10

May 18-20

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https://training.partner.microsoft.com

Microsoft Dynamics AX Financial or

APRIL

JUNE

Supply Chain Individual Courses

Microsoft Dynamics AX

Microsoft Dynamics AX

June 22-26

Fast TrAX Functional Track

Fast TrAX Express

Fargo, ND

April 27-May 15

June 8-26

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Fargo, ND

Fargo, ND

https://training.partner.microsoft.com

https://training.partner.microsoft.com

JULY Microsoft Worldwide

Microsoft Dynamics AX

Microsoft Dynamics AX Financial or

Partner Conference

Fast Functional+Industry

Supply Chain Individual Courses

July 12-16

April 27-May 20

June 15-19

Orlando, FL

Fargo, ND

Fargo, ND

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https://training.partner.microsoft.com

https://training.partner.microsoft.com

Upcoming Events? Going somewhere, but it’s not on the list? Let us know, and we’ll include it in the next issue! Go to www.thepartnerchannel.com/magazine under “Calling All Events!” to submit details. THEPARTNERCHANNEL.COM | SPRING 2015

13


LEADERSHIP

14

SPRING 2015 | THEPARTNERCHANNEL.COM

SA LE S

M A R K ETI NG


COURAGEOUS

TEAMS: Do You Have What It Takes?

story by PAM McGEE | illustration by JOHN HOLLAND

W

hat do teams and courage have in common? Grit. Grit is the subject of a series of studies conducted by Angela Lee Duckworth, PhD, and published in the Journal of Personality and Social Psychology (Vol. 92, No. 6) that concludes that such perseverance may be as important as intelligence in determining a person’s success. “Grit is essential to high achievement,” says Duckworth (APA, November 2007, Vol 38, No. 10). After a decade of research with software employees, manufacturing students, healthcare employees, and non-profit organizations, trends surfaced indicating that teams with grit and courage had a certain set of characteristics that teams without did not. The research consisted of surveys, focus groups, one-on-one interviews, and review of secondary literature such as Peter Lencioni’s “The Five Dysfunctions of a Team”, “Working Virtually” by Trina Hoefling, “The 21 Irrefutable Laws of Leadership” by John Maxwell, “Leading Change” by John Kotter, and many others. Within my research and secondary research, trends surfaced that indicated that a high performance team, although not a formula, needed to have – at a minimum – six connected competencies. The competencies were for all layers of management, with remarkable difference between a high-performing senior leader team and a front-line volunteer, outside of the scope and breadth of strategic thinking. Courageous teams are defined as teams that have high productivity, high job satisfaction, high customer satisfaction, above-average financial results, and high fun. (Some of these items are not always measureable, but you know it when you see it). Those teams possess the following six characteristics, which come naturally for some and need to be taught to others so they can be assessed and used for hiring and promotion purposes.

GRIT As defined above, grit is perseverance. The best way to get knowledgeable on grit is to watch Angela Duckworth’s TED Talk (www.youtube.com/watch?v=H14bBuluwB8) and take the grit assessment (www.sas.upenn. edu/~duckwort/images/12-item%20Grit%20Scale.05312011.pdf ). You can do this as a team and discuss where you have strengths and weaknesses and make a plan to “get it”.

TRUST Much has been written, discussed, debated, and misrepresented about trust, mostly because it can appear impossible to earn and keep. In my experience with teams, there are three things that build trust: 1. Get to know each team member personally. 2. Do what you say you are going to do when you say you are going to do it. 3. Put other people’s needs ahead of yours or at least at the same level as yours. Trust is often destroyed by talking behind someone’s back, doing only things for personal gain and not necessarily the team, and not being willing to switch your point of view and do something that you might not entirely believe in. The most critical culprit of low trust is the violation of emotional trust. Emotional trust is having the appropriate emotion for the situation and consistent moods on most days of the week. Questions to ask yourself and your team: Do you fly off the handle? Do you expect more than what is possible, and the team scrambles? Do you passively agree in a meeting and then not support the decision with actions? Do you get “overly excited”, “punitive”, or “direct”? Do you manage the difficult situations with respect, kindness, and perspective? THEPARTNERCHANNEL.COM | SPRING 2015

15


CRITICAL CONVERSATIONS Do you have the bold ability to openly talk to someone about an issue? Do you have the bold ability to be open when someone wants to talk to you about an issue? Without trust, you can’t have critical conversations. These conversations are not typically fun, feel-good, quick answers; however, once you get into the practice of having them, they are often the glue that holds everyone together. Two great resources are “Crucial Conversations: Tools for Talking When Stakes Are High” by Kerry Patterson and “Nonviolent Communication: A Language of Life” by Marshall B. Rosenberg. Each company or team should almost have those as required reading, coupled with facilitated training/dialogue to embed the skill within the culture. Another part of critical conversations is to only pick a few battles and let the rest roll off your back. We all know it is not about changing the other person, even though that is what we often want. Can you let it go and live with it? Instead of saying, “They should” or “Why don’t they?”, can you tell yourself, “I get to handle this situation anyway I want, and I choose to handle it by just letting go.”

TACKLE THE IMPOSSIBLE Although little research exists on this capability, my interviews and focus groups revealed that courageous teams get almost a runner’s high, an adrenalin rush, extra serotonin in their brains, when they are asked to do something that seems outrageous. The two common denominators between ridiculous and impossible are that impossible was always connected to customer and leadership support. Leadership support meaning they would prefer success; however, they would reward failure along the way as long as it denoted progress and healthy risk. Another item present with “tackling the impossible” was the team’s ability to handle fear. A normal reaction to the unknown, like a dark alley, flying for the first time, getting married, is a healthy dose of fear. Teams that are courageous talk openly about the fear without judgment and push each other on when the individual feels like they can’t take one more step across chasm.

HOLD EACH OTHER PUBLICALLY ACCOUNTABLE This was a surprise. Literature of the ’80s would recommend that you only have performance conversations in private, which is only 50 percent true. If the manager only talks about individual performance in private one-onone meetings, the team may lose confidence and trust that the manager is not dealing with a performance issue. On the other hand, if the manager pummels people in meetings, the team will emotionally shut down. The highperformance, courageous teams had venues – team meetings, project update meetings, document updates, etc. – where they could hold each other publically accountable. The expectation is upfront communication on deadlines and if a deadline is expected to be missed. The team leader also helped manage priorities and workload to avoid one of the four pitfalls of poor performance, which is just simply having too much to do.

RESULTS The team worked toward results that were measured and analyzed on a frequent basis. Some had fancy systems such as a balanced scorecard process; others had metrics posted on their office doors or their home intranet (if virtual). The team had a clear rhythm of the business process, nothing fancy, but it had these components: Company goals tied to team goals tied to individual goals that were measured and assessed on a regular basis, sometimes weekly, monthly, but never longer than quarterly. Courageous teams start with grit and end with results, with a whole lot in the middle. The good news is that anyone committed to building a courageous team can. It’s not a formula, but rather a mindset, a process, and commitment. To learn more about how your company, team, or select individuals can be taught to build courageous teams, contact Pam McGee at Pmcgee2@hotmail.com or 701-361-9270.

16

SPRING 2015 | THEPARTNERCHANNEL.COM


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story by CHRIS ELMORE | illustration by DAVE SWANG

I

have learned a lot of lessons in my time in business. I feel fortunate to have helped two companies start from the ground floor during my career. I would like to write about how I did everything the right way, and how the success of the company I work for today is directly a result of my skills, but that wouldn’t be true. There is an expression, “I would rather be lucky than smart.” I am a firm believer in that adage, as it is essentially luck with some splashes of logic that have led me to where I am today. In the 15 years that I have been with my company, there are three major things that luckily happened right when the company needed them to in order to create demand in the marketplace for the software we sold: (1) SaaS, (2) Enron, and (3) real estate.

SAAS (SOFTWARE-AS-A-SERVICE) One day I got a call from my brother who said I should look into this “cloud thing”. He told me it was getting really popular. I then informed him that I had started two cloud companies from the ground floor, and that the second one was 12 years in operation and going strong. He was a little shocked. In 2001, creating software that was solely web-based was a very uncommon thing. In retrospect, we were pretty genius in using this method, but the reality is that it was the least expensive option to create software. Microsoft wrote a case study on how we were planning to use the software. At the time we didn’t call it “the cloud” or SaaS; we just referred to it as “on the Internet”. In the early days, the biggest objection that people had to using our software was the fact that it was Internet-based. We had deep conversations about 128-bit encryption, HTTPS, and password strategies. Today, we obviously don’t have any of these conversations. We got really lucky, because “the cloud” is now an everyday term, and it would actually be strange if, as a software company, we didn’t have a web-based solution.

ENRON I recently spoke to a group, which is one of my favorite things to do. I think that my humor is much better in person than in print, and I apologize for pointing that out right at this moment since you’re reading my article. However, while I was speaking to the group, a young man who was born the year after I got married (I still can’t believe he is old enough to be in corporate America) asked what the turning point was for the company. I told him that Enron was definitely an event that contributed to our success as a company. He told me he remembered hearing about Enron in grade school (I paused to let the groans and laughter die down). Once Enron, and other companies, perpetrated their fraud to investors, two senators, Paul Sarbanes and Michael Oxley, created a law to ensure that investors would be protected from fraud, and that the C-suite couldn’t plead the Fifth. The law they created requires public companies to have a repeatable process that has tracked and recorded activity in a database that can be accessed later by accounts payable. By sheer coincidence, that’s exactly how we built our software. Therefore, companies that purchased our software were automatically Sarbanes-Oxley compliant. So, this was a major added benefit and solved a business necessity, which really drove our sales. What luck!

REAL ESTATE We were really lucky with our decision to develop SaaS-based software, and that the software we built would enable companies to be Sarbanes-Oxley compliant. At the time, it didn’t seem like much of a big deal, but looking back I can see how it changed and propelled the business. However, those two things were nothing compared to camping out in a single industry. AvidXchange started out as an online electronic marketplace for real estate companies; that’s why “Xchange” is in our name. Our first offering was a bid management tool. Our second offering was electronic purchase orders, so we went to market with our PO and bid management offerings to attract buyers and suppliers in the commercial and residential real estate space. We were marginally successful, which was not our goal. We weren’t setting the world on fire, and we only had a handful of clients. Then, in 2002, one of our clients brought up an excellent point. The client explained that our offering created a really strange process because they could do their purchase orders electronically but were still sending paper invoices. The client then asked a question that would forever change the course of our business. He asked our CEO if we could make an offering that would enable him to send the invoice electronically and match it with the electronic purchase order. My CEO then asked our client a very important question. He asked him if it would be something that they would be willing to pay for. The client promptly said, “Yes.” And then our CEO replied, “Well then, we can do it.” He then drove back to the office and asked, “Can we do it?” As it turns out we could, and we did. However, that’s not the important part of this story. The idea of accounts payable automation was such a new one, and I wish I had a screenshot of our first version of the software because it was very basic with no “wow factor”

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whatsoever. The feedback we received from our clients helped to mold the offering into what it is today. To ensure that I am painting the right picture, all of our clients at the time were in real estate, so the feedback was very industry-specific. We stayed focused on real estate thinking that the offering we were building would only work for real estate. Having a focused vertical presented us with a targeted strategy and a solid base of potential customers to purchase our software, and they did. There weren’t any other industries that really caught our attention enough to make us move in any other direction, but then a strange thing happened. We realized that the problems we were solving were not real estate-specific problems; rather, they were accounts payable problems. So, we started expanding outside of our vertical. At first we tip-toed into other industries that were similar, like banking and finance, and then we branched out into a multitude of industries.

THE MORAL The moral of the story is not to highlight how shockingly unorganized my business life has been, but rather to communicate the importance of evolving to meet the needs of the market. If we had not been open to change, then we would have failed. If we’d stuck to the electronic marketplace come hell or high water (one of my favorite southern phrases), then AvidXchange wouldn’t be in business today. However, what we were steadfast about once we recognized our success with electronic invoicing was the real estate market, even though conventional wisdom might have led us down a different path. Our initial focus on one vertical helped us to make the most of our marketing dollars, really understand the nuances of how to speak to the real estate market, and fully address their problems. A by-product of this approach in the real estate market was a really great grassroots strategy, because people within the same industry talk and trust other professionals within the same space. Our initial clients ultimately became our biggest advocates and a critical part of our sales strategy. We have moved on from real estate and have been servicing other industries for years now, but our start in real estate taught us the importance of fully understanding the verticals that you are going to sell to. As we have moved into other verticals, we have done the same level of due diligence that we did for real estate to understand our buyers and meet them where they are with solutions that solve their business problems that are inherent to their industry, and moreover, to their job function. Wish to talk more with Chris about fearing presentations less than death? Contact him at Celmore@avidxchange.com.

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LADIES AND GENTLEMEN, WE HAVE A WINNER! Congratulations to Janus Holzum of New Horizons CLC for winning our Winter 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.

Batchmaster Brewery Management Convergence Courageous Teams DevOps

L A S N O I T U L O S T N E G I L L E T E E L A S

M N T A I T E R S C N Q M T L E U A B N R I R N E S P K L E M M E I A A E T I N B A T C H E N P O I T T S T N T R L E P N E N R S E N I R O M N G E L G T N T U E A I S T G L R A I A T O M P N A L O V A I V R E M E T S R D B A T C L T H E G E R I F I

Equipment Rental Etelligent Solutions Far Beyond the Buzz Fixing the Impact Points Industry

L O I E D R F G M I S I N V E S T S M E N T N E X

O U A L S N S F A R B E Y O N D T H E B U Z Z N I

R R F A N T T R S E Q U I P M E N T R E N T A I N

Investment Is it Worth it Leadership Marketing Mechanical Contracting

Members Partners SaaS Sales Spring

Tailoring The Genius Series Tribal Housing Vertical Why Campaigns Fail

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

A M E E E C Q H U A I N P I M C E A N L T C R O E N N T T R A A L C L T E I A N D G R S O H G N T S

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MARKETING

L E A DE R S H I P

SA LE S

Industry Marketing Is it Worth the Investment?

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story by CHERYL SALAZAR | illustration by MATT MASTRUD

A

t The Partner Marketing Group, we are asked this question time and again. This article is not meant to be a definitive guide to industry marketing but offers a few good reasons why you should invest in it and provides a few pointers to get you started. For those resellers who have already made the investment, hopefully the tips help you gain better traction in your chosen industry. According to the Merriam-Webster dictionary, the full definition of industry includes: “1. diligence in an employment or pursuit; especially: steady or habitual effort. 2. systematic labor especially for some useful purpose or the creation of something of value.” In line with this definition, committing yourself to an industry (or two) is going to require systematic effort on behalf of your entire organization in order for you to be successful at it and recognized for your expertise.

GRASP THE BENEFITS How can you embrace an industry initiative in a way that is sustainable and repeatable, and that powers future business growth? Why should you do it? One of the benefits of focusing on a specific industry is that it has the potential to unlock more profits for you. Industry prospects look for providers who are able to supply them with end-to-end integrated solutions from the front office, the back office, hardware provisioning, networking capabilities, and so on. These prospects look for the single provider who can deliver on all their technology requirements. Another compelling reason why you should consider an industry focus: You have the potential to expand beyond borders. Industries across the world face similar challenges. This is an opportunity for you as a reseller to either partner with a reseller in another country to deliver solutions there, or open that local office so you can expand. And then you have an excuse to spend your next vacation in that exotic location (aka “customer onsite”) you’ve always wanted to visit.

UNDERSTAND THE OPPORTUNITY You may be tempted to bite off more than you can chew by trying to build expertise in more than one industry at a time. Take a good look at your current customer data – in which industry(s) do you have the most customers, is there a specific vertical that you’re best at, where you have the most competent consultants? When piecing together your offering, identify what prevents you from providing a total solution. Are there ISVs you can partner with to complete your solution, or do you need to create your own IP? It is also important to identify who your new competitors are and understand how your solution competes with theirs. Document how your solution is different and adds value so you can ensure your prospects understand that, too. Use the resources that you have on hand to help you compete in this environment. Is your Microsoft solution more affordable, is there an offer you can entice your prospects with that can help you gain their attention? Is there a hosting provider that can help you fill in your gaps or help you deliver part of your solution via the cloud versus on-premises?

BUILD CREDIBILITY One of the most important exercises you can do is to spend the time understanding the needs and requirements of your prospects in detail. Start by spending time with some of your loyal existing clients. Understand the personas who influence their decisions, document their pains, and understand how they meet their requirements. Remember to reward them for their time, and don’t forget to ask them for a testimonial and a referral. Using this information, construct a persona document that captures the nuances of the various buyer and influencer roles that you have the potential to reach. Understand what the CEO, CFO, COO, IT buyer, and frustrated end user look for in a solution. Each of these personas is looking for something different and consumes their information in different formats. Through the creation of a rich set of content for each of these personas, you create the perception

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that your solution is tailored to their needs and appeals on an emotional level. Once you have constructed the messaging framework, make sure you share it with everyone in your organization. It’s important that everyone who touches a prospect or services an existing client understands these messages and reinforces them.

UNDERSTAND THE SEGMENT Your prospects won’t take the time to come to you if they don’t know you – you have to take the time to go to them. It is important to understand where they go to learn about new technologies. Do they conduct web research, do they belong to associations, how do they consume their information, what tradeshows do they attend and who goes? Once you have a decent understanding of where your prospects congregate, align your efforts accordingly. This may seem overwhelming and out of your reach, but if need be, start with the 50- to 100-mile radius of your office. Dedicated focus and relationship building will get you started. Once you have three of four (or more) clients, invest more time and money, cast your net wider, and expand your reach. It takes time, it takes years, and it takes dedication.

ALIGN MARKETING AND SALES Your marketing and sales teams need to be aligned and share their learnings along the way. Gather a small team together to build your industry message and align your marketing content. Have the sales and implementation team work together to: » Map out the total solution. » Document the process that you go through with prospects. » Capture the learnings you have from existing customers. » Share it with the team. Marketing aligns the messaging and creates offers that map to the discovery, pre-sales, and post-sales process. Consider how you will support these new clients on an ongoing basis. Will you offer a multi-year support service or even same-day support? NOTE: Your industry-specific support services could be a key differentiator between you and your fiercest competitors.

“JustFoodERP was founded when Microsoft first started discussing that the future was heading towards truly differentiating yourself as Partners in the market and delivering real value. We invested in research early, we won a few very important customers, and then we immediately ensured that we started hiring all new employees from the food industry. If I were going to offer advice to a Partner looking at changing from a horizontal to vertical organization, I would recommend that the first thing you do is market research. There are so many industries that are not served well, and there is a lot of room to serve those markets. IP now has a large footprint. Customers purchase our solution because we have about 50 percent food industry-specific functionality built on top of Microsoft Dynamics. It wasn’t an easy climb, but I feel confident that we made the right choice to become vertically focused.” David Pilz CEO, JustFoodERP 24

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So many great resources, so many long URLs! Save some time and either scan the QR code or go to www.thepartnerchannel.com/inudustry-marketingresources to find quick links to the information below.

» Microsoft helps you get started. If you focus on manufacturing, financial services, public sector, retail, or services, kick off your initiatives with this content: https://mbs.microsoft.com/partnersource/ northamerica/sales-marketing/campaigns-demand-generation/ advertising-awareness/MSFTDynamicsIndustryLandingPage » Automate your horizontal efforts by utilizing these resources: https:// mbs.microsoft.com/partnersource/northamerica/sales-marketing/ product-strategy-direction/MSDYN_ERPVolumeinSMBcampaign » Microsoft works with Microsoft Dynamicssavvy vendors to build resources for you to leverage: https://mbs.microsoft. com/partnersource/northamerica/salesmarketing/marketing-collateral/messagingframeworks/MSB » Promotions are updated regularly. Use these to lure your prospects: https://mbs. microsoft.com/partnersource/northamerica/ pricing-ordering/promotions


ALIGN CONTENT

DO YOU QUIT THE “HORIZONTAL” BUSINESS?

In a recent survey conducted by The Partner Marketing Group, 66.7 percent of respondents stated that at least 50 percent of the content they create is industry-specific. That’s a much higher number than we expected, and we were pleasantly surprised by it! It clearly shows that marketers in our industry have adopted the “go vertical” message to differentiate themselves. It’s important that your keywords are very specific to your industry. Understand what terms your prospects use in their searches, and make a short list. These keywords should appear on your website, in your blogs, image alt+tags, social snippets, and so on. Keywords help to focus your content and should be shared with everyone who is contributing content. Prospects will figure out soon enough if you’re credible or not. They may ask for references or case studies. Ensure that you have at least one of each handy as you start to build out your content. Using your messaging framework and your segment brief, start by creating one piece of thought leadership content each quarter for each persona. This content can be in the form of a SlideShare presentation, an ebook, or a video. You can surround each of those pieces with two to three emails (if you have an opt-in list in your database), relevant landing pages on your website to capture contact details, and social snippets to feed your social properties, and you can supplement the content with blogs relevant to your personas. If this seems too overwhelming, then start with just one persona and build from there. When considering content, never forget that Microsoft has already invested in a rich set of content that is ready for reuse. While some of it may seem very horizontal in nature, you can repurpose it to fit your requirements.

This is another question we are asked all the time. It takes time and an investment to realign your organization around an industry. You need to do it to grow your business, and of course, no one wants to walk away from a new client, but shifting focus does mean that you need to find a different way to address your horizontal business.

PINPOINT YOUR BUSINESS This is an often neglected asset. Leverage the power of Microsoft and its web properties. Create a service overview on Pinpoint (https://pinpoint.microsoft. com/). Use your keywords within your write-up and include links to your content, offers, free trials, and case studies. THEPARTNERCHANNEL.COM | SPRING 2015

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Microsoft has made a significant investment in an ERP nurture campaign that you can use for outreach to a horizontal audience. By automating this outreach, you free up time to focus on your industry initiative. Use their newly updated nurture campaign as way to address marketing to this audience. Replace relevant pieces within it with your own content – such as case studies, existing video, slide decks, and so on – to optimize it for your needs. Focusing on an industry takes time, it takes effort, and it can seem daunting. Breaking it down into building blocks and engaging the efforts of your entire organization will get you there. Once your foundations have been laid and you have a regular rhythm in place, you may find that your industry efforts will splinter into a series of microverticals where you find even more opportunity to invest. Consider the food industry, for example. The food industry is enormous and continues to grow – you have micro verticals such as organic food producers or vegan food producers. Within that you may have only organic cheese makers or gluten-free bakeries. The most important thing for you to do is focus, focus, focus before you expand. Obtain four to five customers in a vertical before you move over to the next one. Look for the one that has similarities to the vertical you are already in, where your solution can naturally translate because prospects are experiencing similar challenges. If you need assistance getting your industry marketing strategy off the ground, or help invigorating the one you already have, contact Cheryl Salazar (Csalazar@thepartnermarketinggroup.com) to learn how to reap more rewards from your industry marketing initiatives and power your business growth. To obtain a copy of The Partner Marketing Group survey mentioned in this article, email Michelle@thepartnermarketinggroup.com.

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IF YOUR COMPANY HAS...

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t Extends tracking for deeper, internal reporting t Determines employee eligibility for coverage t Tests affordability of coverage offered t Unifies reporting for multiple GP databases t Works in V10 to GP2015 t Is backed by well-informed support t One-time, cost-effective investment t No need for HR module

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BREWERY MANAGEMENT

TRIBAL HOUSING

EQUIPMENT RENTAL MANAGEMENT

MECHANICAL CONTRACTING

Tailoring to Unique

INDUSTRIES What’s Your Niche?

As a Microsoft Dynamics Partner, you’re expected to identify a clear value proposition to set you apart from the rest, and many of you have taken on a unique industry focus to meet those demands. The four Partners in this feature have done just that and are experiencing wonderful success…

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BREWERY MANAGEMENT

TRIBAL HOUSING

Randy Smith and Brooke Webb VicinityBrew www.vicinitybrew.com Tagline: “We’re Software Geeks for Beer Freaks” About VicinityBrew: VicinityBrew is a brewery management solution for the craft brewing industry. The software ties everything together from grain to glass, including sales orders, scheduling, capacity planning, production via logs, quality, and more. VicinityBrew Group: Vicinity Manufacturing has partnered up with others to form a group of ISVs known as the VicinityBrew Group: EthoTech (excise tax and label certification), Panatrack (bar code data collection), SalesPad (mobile sales), and Njevity (hosting provider). Vicinity Manufacturing had been in the craft brewery space longer than they realized, and yet at the time, they didn’t have a craft focus, and neither did the world. The craft industry picked up speed about four to five years ago, and Vicinity realized the potential in creating a solution for these entrepreneurial companies. Brooke Webb and Randy Smith did their market research and visited a number of breweries to see exactly how they worked on any given day, talked to the different roles at the organizations, and got a feel for how they do business overall. They realized during this research phase that they had to change their pricing model and rethink the way they do business to accommodate this industry. And in order to stay scalable while meeting a price-point breweries can work with, they had to bring in ISVs with different areas of expertise. The VicinityBrew group was born and is now made up of Vicinity Manufacturing, EthoTech, Panatrack, SalesPad, and Njevity, with everything coordinated through Vicinity. In addition to changing the pricing and sales model, Vicinity had to create an entirely new brand to get the attention of this fraternal industry. “For me it was more a gut-feel to go this direction,” Brooke explains. “The family and entrepreneurial spirits are very alive at Vicinity, and it immediately energized me to work with like-minded people in the brewing industry. I just felt it was a good move for us to make.” Randy adds, “When we looked at the growth rate of the industry, it made sense to launch the VicinityBrew brand.” “This is also a very creative group, and getting them on board with technology is an interesting challenge, so we knew our go-to-market strategy would have to be unique to them.” It took about 18 months to get the different ISVs together and fine-tune the solution while creating a whole new brand along with it. Now, Vicinity Manufacturing is immersed in the craft brewing industry (work shirts and all!) and loving it. Randy shares, “We’ve caught this wave of word-ofmouth, and it’s just insane the amount of business coming in. The demand has actually outpaced our regular business side.” He continues, “It’s also very cool and heartwarming to see our clients on the shelf in stores and bars. Helping them achieve their goals is what it’s all about.”

Carol Rogne DFC Consultants – DFC Property Management www.dfcconsultants.com/Industries/Tribal.aspx About DFC Property Management: Integrates directly with Microsoft Dynamics GP and manages the rental and work order side of housing authorities while complying with HUD requirements. This includes tracking family demographics and income to calculate the rent for various programs, managing waiting lists, billing tenants, job costing for costs on the units, and more. Twenty five years ago, Carol Rogne started DFC Consultants and immediately worked with tribal housing authorities. DFC would help customers set up Great Plains and implement an entirely different solution to manage the rental side of things. Then each month, they would also help them balance the books since the two solutions wouldn’t speak to each other. Carol shares, “There is a lot of variation between tribes and how they set up program requirements, which led to us doing a lot of custom work every time.” Each year, the DFC team meets for an entire day to talk strategy and review the year. During this meeting, one team member mentioned the struggles with workarounds for each tribal client, and they decided to write a software package to fit what was really needed for this industry. Getting the software written was no easy task, taking about two years to complete. After more than 20 years, it continues to be an evolving solution in order to meet the changing HUD and industry requirements. Carol says, “We work closely with our existing clients to gather input on the features and functionality they want, and we regularly attend HUD, industry, and national conferences to keep attuned to changes in the marketplace.” With a deep focus on the Native American housing, different tribal opportunities have opened up for DFC along the way such as gaming, schools, colleges, and more. “We addressed the tribal challenges so long ago that we’ve acquired a lot of contacts in the area. It’s the relationships we’ve made over the years that are most important to me. “Providing tribes with tools to better handle their resources is extremely rewarding,” Carol concludes. “There’s so much poverty, and they really need to maximize their dollars to take care of their constituents’ needs.”

PASSION AND RESEARCH GO A LONG WAY… Advice from Brooke: “Find what you’re really passionate about. If you’re going to launch a new brand and vertical, you better be passionate about it. It’s no simple task! And don’t make any assumptions about what the consumer wants. Take time for face-to-face conversations and on-the-ground presence.” Advice from Randy: “There is a vertical for you. You just have to find it. Read Geoffrey A. Moore’s books: Inside the Tornado and Crossing the Chasm to understand the power of vertical. It’s not as complex as you think once you’ve identified what you’re good at.”

NOTICE YOUR STRENGTHS AND FOCUS ON RELATIONSHIPS Advice from Carol: “Look at what you’re doing right now and see what you’re strongest at. It could be writing a complete package, but it could also be smaller things like particular skills in BI, great reports to help a specific niche, and so on. Also, the relationships are so important. Referral business is the best when you really target. This has been especially critical in the growth of DFC Consultants.”

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INDUSTRIES What’s Your Niche?

Tailoring to Unique 30

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EQUIPMENT RENTAL MANAGEMENT Malcolm Roach Open Door Technology www.opendoorrentalsoftware.com About Open Door Rental Software: This software integrates directly with Microsoft Dynamics NAV, allowing rental companies to efficiently rent or sell inventory and/ or fixed assets from multiple locations with extensive reporting functionality to provide real-time reports on unit availability, rental history, service schedules, utilization, and profitability. Malcolm Roach is a former senior manager with KPMG’s information systems group who served a stint as an oil and gas controller in Calgary, Alberta and then founded his own company, Open Door Technology (ODT) in 1992. He hadn’t planned to target only oilfield companies, but his background and location played a huge role, and in Calgary, that vertical made the most sense. ODT started writing field ticket systems for oilfield companies that could be integrated with other third-party oilfield software. Oilfield companies continually struggle with connecting the field workers with the office, but ODT specializes in creating solutions to remove the manual processes so that accounting and electronic invoicing systems talk to one another while taking into account the various operating and regulatory standards of the industry across North America. ODT’s work with oilfield naturally expanded into equipment rentals because oilfield service companies figured out they didn’t have to own the equipment; the more cost-effective and easy way is to rent. Malcolm and his team realized this trend 10 years ago and planned to sign up as a reseller of an existing rental management software product, but the Partner channel was disbanded. “We had a choice to walk away from rentals or to create our own rental solution, and after three years of building our own IP, we brought it to the Microsoft Dynamics reseller channel.” Malcolm continues, “We learned a lot during that initial release and had to tweak our approach to make it configurable in the cloud or hosted so that we had the option to sell through Partners or sell direct.” Malcolm shares that he and his team always knew there was potential in this market, but also knew that they had to make the software broad enough and valuable enough for rental companies to make it an industry leader. After a lot of hard work from some great people, ODT is starting to see the results of that investment. TRANSFORM AND PAY UP! Advice from Malcolm: “If you want to go vertical, you need to develop your own product IP so competitors can’t easily copy your approach. If it’s just services, anyone else can pick that up. Don’t take the easy (or cheap) shortcuts, but be prepared that it will be the most expensive thing you’ll ever do. If you can’t make a transformational product that transforms people’s businesses, you better rethink what you’re doing.”


MECHANICAL CONTRACTING Jonathan Taub FIELDBOSS www.fieldboss.com About FIELDBOSS: FIELDBOSS works with Microsoft Dynamics CRM and Microsoft Dynamics GP, adding service functionality specifically designed for elevator or HVAC contractors such as equipment tracking, preventive maintenance, project tracking, and scheduling field staff. Jonathan Taub, owner of Rimrock Corporation, a Microsoft Dynamics GP and Microsoft Dynamics CRM Gold Partner, knew vertical was the way to go for their business, but instead of falling into a certain niche, they started from scratch and did their homework. “We did an extensive market analysis and crunched numbers like crazy for about a year,” Jonathan says. “We factored in market size, competitors, industry economics, and business cycles of certain industries, along with existing technologies and systems in place. You name it, we analyzed it.” Jonathan and his team eventually found an industry where processes were difficult to streamline and ultimately in a lot of pain. “Mechanical contracting is an ugly, complicated business, but we saw potential to help them. Gaining a deep understanding of the significant barriers to entry in this industry also made us realize the competitive advantage we would have over other Partners.” After three years of getting the solutions up and running, establishing a whole new marketing and sales strategy, and starting with zero clients, FIELDBOSS is now growing rapidly, and Jonathan and his team aren’t looking back. “From the beginning, we’ve worked off a new economic business model, and have never had any doubts in our minds that this is what we needed to do,” Jonathan shares. It’s also been an extremely fun learning experience for everyone involved on Jonathan’s team.

“Learning this industry is definitely the best part. There are so many intricacies of these verticals, and the business impact we can and are making is both fun and rewarding to see on a daily basis.” DO YOUR HOMEWORK! Advice from Jonathan: “We didn’t just get lucky. We did a huge amount of research and analysis. Make sure to do a complete market, business, and capital analysis. You need a very detailed business plan and strong leadership to make it come together. Marketing, sales, implementation, support, development, and administration all need to be solid or you’re going to have a very tough time or not get there at all.”

photo by jimmyharris photo by Beverly & Pack

photo photoby bysskennel The Knowles Gallery

Coast to Coast Sales Tax Solution Since 1993

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www.KampData.com Phone: (406) 404-2036 For rights to photos see www.creativecommons.org/licenses/by/2.5/

THEPARTNERCHANNEL.COM | SPRING 2015

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ISV PROFILE

COMPANY BatchMaster Software INTERVIEWEE Mark Richards, director of sales, U.S. and Canada WEBSITE www.batchmaster.com HEADQUARTERS Laguna Hills, California PHONE 949-583-1646 EMAIL Mrichards@batchmaster.com ESTABLISHED 1985

CUSTOMER TESTIMONIAL “BatchMaster has become essential to our business to comprehensively maintain our formulations and greatly simplify lot tracking. We also appreciate the relationship we have with BatchMaster Software Inc. and their level of commitment to our business and industry.” Moussena Kermasha, projects coordinator at New Roots Herbal

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The Partner Channel (TPC): How and when did BatchMaster Software start out on the path of providing the process manufacturing industry with enterprise resource planning (ERP) solutions? Mark Richards (MR): BatchMaster Software has been in business for 30 years, providing software to the process manufacturing industry across various product lines. The company started out by working with the research and development departments of paint manufacturers on their formulation and lab calculation requirements. Each year, the BatchMaster product grew in Mark Richards functionality and in the industries that we support such as food, chemicals, personal care products, and nutraceuticals, until it became a full ERP solution for process manufacturers. About six to seven years ago, Microsoft encouraged us to provide a process manufacturing solution specifically for Microsoft Dynamics GP. We then developed BatchMaster for Microsoft Dynamics GP, embedded inside of and written to the same Microsoft SQL tables and master files of Microsoft Dynamics GP. TPC: What made BatchMaster target the process manufacturing industry from the get-go? MR: When material safety data sheets (MSDS) were mandated from OSHA in the mid ’80s, there became a need for manufacturers that used chemical materials within their finished goods to easily and quickly be able to generate MSDS info. One of our business principals had a degree in computer science, and he wrote a program for formula management, performing laboratory calculations and generating MSDS info. This expanded over the years to other formula- or recipe-based manufacturing environments since they all had the need for laboratory calculations for either the chemicals or the nutritional aspects of the raw materials. BatchMaster then found a niche market in this underserved community of manufacturers. No other software solution was able to tie formula/recipe management and the batch production process together with extremely accurate inventory management and the ability to provide compliance reports. BatchMaster then became known in the process manufacturing industry as a solution provider for this market. TPC: What do process manufacturers love most about using your software? MR: BatchMaster is a complete manufacturing solution that’s designed for formulaor recipe-based manufacturers. Most other ERP products use bill of materials (BOM) in a protracted manner to do process manufacturing, but we offer a full formulation and a laboratory module at the heart of our ERP system, which is key to process manufacturing facilities. With the formulation module, we are tracking each and every raw material within that formula, making such things as inventory management, lot tracking, and batch production costing, extremely accurate. With more than a dozen manufacturing feature sets, end users can meet FDA compliance with ease and have a better handle on control, safety, and other government regulations. These pain points alone drive at least 70 percent of our sales.


Our software is also embedded right inside of Microsoft Dynamics GP. As Partners know, users prefer not to have two products to maintain. With BatchMaster Manufacturing for Microsoft Dynamics GP, they get one login, and they’re working seamlessly within both the Microsoft Dynamics GP and BatchMaster Manufacturing environment, and they are still able to take advantage of all the strengths the Microsoft Dynamics GP offers. TPC: This issue is all about industry. What’s your favorite part about serving process manufacturers? MR: It’s a very vertical market, as you can imagine. Process manufacturing encompasses a great many different types of companies, including bakeries, food, beverage, pharmaceutical and nutraceutical, cosmetic, chemical companies, and so much more. We offer various renditions of our solution architected to those specific verticals. I strongly believe in selling a vertical product that meets very specific needs of the users, just as Microsoft emphasizes as well. TPC: Out of all the verticals within process manufacturing, what’s one very unique niche that BatchMaster does especially well in and why? MR: Nutraceuticals is an interesting niche. Such companies manufacture diet pills and nutritional supplements. Even though they are not as regulated as pharmaceuticals, they have to implement strict ingredient controls and specifications, such as tracking allergen rollups, potency, capsule shapes and sizes, and even certificates of analysis or organic certificates. BatchMaster provides that level of electronic tracking and approvals that streamlines the overall production, marketing, and sale of the end product. TPC: What is the most challenging aspect of serving the process manufacturing industry? MR: The process manufacturing group is a cautious and conservative bunch. Most manufactures, in general, tend to be older and more established and are coming off DOS systems. So, introducing newer concepts like the cloud can be a very difficult discussion that not many are ready to try out just yet. That said, we believe that more than 50 percent of our new business will come from our hosted solutions over the next three years. TPC: How do you work with other Microsoft Dynamics Partners? MR: We approach this very much as a channel sale and work with many of the Microsoft Dynamics GP Partners. We have sold directly to end-users, but only when they come to us. If that happens, our first question is, “Do you have a Partner?”, as we feel that will get them on the right track all around. TPC: What do you like most about the Microsoft Dynamics Partner community? MR: I’ve been in the Microsoft Dynamics Partner community for 25 years and believe it’s a very unique group unlike any other. The close comradery is strong, and I love seeing people who I have known for more than 20 years at Partner events. I also appreciate that some of the people in the community still focus on bringing a human element and very professional work ethic to software/solution sales process, something that isn’t so apparent in other software channels.

With BatchMaster Manufacturing for Microsoft Dynamics GP, they get one login, and they’re working seamlessly within both the Microsoft Dynamics GP and BatchMaster Manufacturing environment, and they are still able to take advantage of all the strengths the Microsoft Dynamics GP offers.

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LEADERSHIP

SA LE S

M A R K ETI NG

Far Beyond the

BUZZ

How creating personas drives empathy and results 34

SPRING 2015 | THEPARTNERCHANNEL.COM


story by TRACY FALEIDE | illustration by JOHN HOLLAND

W

ith a few exceptions, like my mother who still believes Bill Gates is giving away all his money, consumers these days can spot a buzzword from miles away. They sense when we marketers don’t really know them. They know when we are talking at them versus with them. To ensure your industry marketing efforts really hit the mark, you need to go far beyond the buzz by establishing deep empathy – not just with decision-makers, but with the people across their organizations who will recommend, adopt, use, and ultimately benefit from your product. Don’t worry. You’re not going to need a big-budget, big-fuss research study. Instead, you’re simply going to need to talk to people. The right people.

FIRST, LIST THE PEOPLE WHO USE OR ARE AFFECTED BY YOUR PRODUCTS. In each of your highest-priority target industries, you already know the decision-makers – those who ultimately write checks for your products and services. Now, go beyond that group to their project and team leaders. They’re the ones who typically drive the implementation, adoption, and ongoing use of your product. Now think about people on their teams who use your product or consume information it generates on a day-to-day basis. These are the service reps, salespeople, data entry, inventory, and operations specialists on the front lines. List these roles and categorize them into logical groupings.

NOW, TALK TO AS MANY OF THEM AS YOU CAN. This is when you get your whole company involved in finding people amongst their networks of friends and family members who do those kinds of jobs in the industry you’re targeting. Another way to find these individuals is through LinkedIn groups. Equip everyone with a simple set of questions designed to help them quickly capture basic demographic, techno-graphic, and psychographic data about a cross-section of roles – from the front line to the boardroom. TIPS: » Keep the number of questions below 20 to ensure these interviews can be completed within 30 minutes, including the introductory and closing comments. » Aim for conducting as many interviews as you can within a brief timespan (three to four weeks) to keep the focus and energy high. » Ask everyone to use the same template for capturing notes to make them easier to analyze. Ask about the tasks and situations that frustrate, challenge, and inspire. Ask about the ways these people like to learn new things. Ask them about the publications and blogs they read, as well as the online communities they keep up with. Ask them what they wish they could change right now about their jobs and/or the processes they use. Ask them what trends in their industry intrigue or worry them. Ask them what they do in their spare time. Most importantly, ask them if they’d be interested in reviewing future plans, designs, or articles being developed at your company. You’ll be surprised how many say yes. People love to be given the opportunity to share their expertise. It makes them feel valued and even wise. They’ll remember it. And they’ll remember you and your company.

NEXT, ANALYZE THE RESULTS TO FIND PATTERNS. Assign a small group of people from different parts of your company – especially marketing, engineering, and services – to go through all the results and identify patterns based on the type of work your interviewees do, how they’re impacted by your products, or their level of influence. There’s no magic formula for this. Your team will know the patterns and groupings when they see them. These will become your “persona categories.” DEFINITION TIME: Personas are fictional characters created to represent the different types of people who use your products. They are personal, memorable reminders your team members will use to guide their decisions on strategies, product designs, marketing campaigns, and so on.

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FROM PERSONA CATEGORIES, SELECT A SMALL NUMBER OF REPRESENTATIVE PERSONAS. Now for the fun part – bringing to life a small number of characters who best represent an entire category of roles impacted by your products. Resist the urge to create personas for every single role that might use or be impacted by your products. The result will be too many names and needs to remember, and your efforts to create deep empathy will be diminished. Keep the number of representative personas manageable; around six is a good guideline. The small team who analyzed the interviews should lead this effort. Encourage them to engage the whole company in fun naming or unveiling events. Also encourage them to find real people (again, among friends and family networks) willing to lend their images as persona models. Putting faces on the needs and attitudes of your users will drive the greatest impact.

FINALLY, BE CREATIVE AND PERSISTENT IN LEVERAGING YOUR NEW PERSONAS. Just by going through the effort to list roles and conduct interviews, you’ll significantly raise the level of understanding across your company of influencers in your target industry. During the interviews, your team members will hear firsthand the language these influencers use. They’ll get a much better understanding of the pain points they face, the things that keep them awake at night, and the things they are excited about. This knowledge will dramatically improve the impact of your company’s communications to this audience. Instead of being theoretical, you’ll be real. Instead of using buzzwords, you’ll use genuine, relatable language. You should also consider using your personas externally on your company’s website, in presentations, and in marketing materials. They’ll help your audiences more quickly find and remember information most helpful to them. Keep their names and faces in the forefront internally by creating posters, cardboard standees, photo blocks, screen savers, and stickers. Use personas in your onboarding, performance management, and communication systems. Encourage your company’s leaders and managers to mention them often by using them to categorize initiatives and feedback. Just like all of us, personas thrive when they’re remembered, and especially when they make a difference.

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AX CRM GP NAV SL Community, Competency & Advocacy Educational Webinars Unlimited access to over 100 webinars annually

New Community Website -Expand your network using the Member Directory -Ask questions 24/7 in the Discussion Forum -Access recorded content on demand -Browse upcoming webinars or filter by topic of interest

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Content Library A variety of partner-specific resources, including recordings and presentation decks of past webinars

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Connect Today! Experience tells us that sharing knowledge and ideas, success and challenges, in an open and productive manner helps individual members and the entire ecosystem to grow and prosper. Check out the webinar schedule, recordings library, and upcoming conferences for topics that are important to you, and get involved today. Membership is open to all Microsoft Dynamics partners and does not carry any membership fees. Members benefit from opportunities to increase the skills and professionalism of their entire organization: consultants, developers, project managers, leaders, and sales and marketing professionals.

Learn more at www.dynamicpartnerconnections.com


SALES

M A R K ETI NG

L E A DE R S H I P

DevOps... What?

story by PETER JOECKEL | illustration by MATT MASTRUD

E

levator pitch for the attention-span challenged, Twitter-obsessed generation: DevOps is a unique opportunity for highly-differentiated business process re-engineering services that has not yet penetrated the Microsoft Dynamics space. The president of a major Microsoft Dynamics AX implementation Partner recently pointed out that the continued emergence of Microsoft Dynamics AX as a challenger to SAP and Oracle was necessary to challenge their duopoly and give customers a legitimate alternative to their ERP software offerings. I found that to be a fascinating observation since I have recently become interested in an agile business concept called DevOps that originated in the world of big business – dominated by SAP and Oracle in the enterprise ERP space – and have wondered how it could impact the Microsoft Dynamics space. So what is DevOps? More importantly, how could it be a highly-profitable new business for Microsoft Dynamics Partners?

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In short, the term DevOps is the combination of the words “development” and “operations” as they pertain to departments within organizations. In larger enterprises there is typically a need to have better communication and cooperation between these departments in terms of how software is modified and deployed. It is a movement based on the concept that software updates will be released faster and with fewer errors if there is closer cooperation between DEVelopment and OPerationS in organizations to improve the application development and release cycle. Quality assurance or QA is often referenced or included in DevOps discussions as being critically involved in the software release mix. Let’s look at a perfect example. An online distribution company constantly has to update its website to be competitive in a world where giants like Amazon and the brand-specific websites of large retailers such as Best Buy dominate. In this environment it is critical to be nimble to take advantage of niche opportunities that the giants are too slow to respond to. As a result, continuous fine-tuning and major changes to the website are constantly demanded by operations folks. These requirements get “tossed over the fence” to the development team to be delivered ASAP! In the developers’ cocoon, the change requests come fast and furious, and typically every single one appears to be an emergency. This situation can lead to considerable tension between the development and operations teams, particularly when there is limited communication between the groups. In addition to the tension, there can be a dramatic loss in productivity due to this tension. The concepts around DevOps developed in larger organizations as they recognized a need to improve processes, communication, and toolsets between operational and development departments with a goal of getting “good” code developed and implemented faster and more efficiently. DevOps has reached a level of credibility or “mass” by being mentioned by Gartner as a “Top 10 Strategic Technology Trend for 2014”. To a large degree, DevOps is still a “buzzword” that is poorly understood and often used to define a wide and disparate group of ideas and tools. This creates opportunities for “first movers” in the space. Built around this movement are various thoughts, processes, and toolsets intended to facilitate the cooperation between development and operation departments. To start on the road to a better understanding, check out these resources and DevOps tools: » www.rackspace.com/devops – A fantastic video describing what DevOps is for the novice or non-technical individual. » www.zeroturnaround.com – Revolutionary tools for developing quality software faster. » www.datadoghq.com – A monitoring service for IT, operations, and development teams who write and run applications at scale and turn the massive amounts of data produced by their apps, tools, and services into actionable insight. » www.plutora.com – This brings together everything required to operate a robust and scalable release management function within your organization. » www.midvision.com – A leading provider of application release automation software and management solutions across complex multi-tier environments. » www.kubisys.com – This automates the creation of development, test, and training environments in a fashion that is faster, cheaper, and better than traditional VMWare solutions. » www.devops.com – This is “where the world meets DevOps”. With Microsoft Dynamics projects becoming more and more prevalent in the ERP and CRM space previously dominated by Oracle and SAP, the tools and methodologies in the DevOps space present an emerging opportunity for Partners to add highly-differentiated services. 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. Additionally, TurnOnDynamics focuses on the strategic concerns of executives and owners with a unique Dynamic CFO Service offering. Learn more at www.turnondynamics.com, and reach Peter at Pjoeckel@turnondynamics.com.

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TPC Photo Caption

CONTEST

Ah, an oldie but a goodie. This photo was taken at The Partner Event “back in the day.” What would you guess was the story behind her gesture? 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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Thanks for playing last issue’s contest! Our winner is Brenner Klenzman of WilloWare Inc.: “The Partner Connections Event: a great place to meet with people face to face‌. yet still text them to avoid that uncomfortable “talkingâ€? thing.â€?

Winter 2015 Photo Caption

CONTEST RESULTS

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Utilize your existing report templates and contact lists from Dynamics AX, GP, SL and NAV to distribute forms like invoices, POs, & reports, even attachments.

Just print the way you always have; but, select the Liaison Messenger print driver. Liaison Messenger EDD will distribute everything simultaneously.

Auto-attach files like; unpaid invoices with AR statements, MSDS with shipping documents, installation specs & invoices. You create the rules!!!

Print, email, fax, ftp, archive, encrypt, assemble, sort, convert, split, batch, burst, even password protect any form or report and then send, store or print it.

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THEPARTNERCHANNEL.COM | SPRING 2015

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MARKETING

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L E A DE R S H I P

SA LE S


WHEN CAMPAIGNS

FAIL:

Fixing the Impact Points

story by ADRIANNE MACHINA | illustration by SETH REXILIUS

I

sometimes wish that marketing was as easy as simple math where 1+1=2. Unfortunately, marketing is more like algebra where you’re solving for multiple variables at once. Just like solving a math problem or puzzle, I recommend starting with the easily solvable parts. Once you have those answers, you’ll have more information to solve the deeper, more complex issues. A simple marketing campaign has three steps: » The advertisement or lead-generating activity. » The landing page where the prospect opts-in to your offer. » The follow-up until the sales decision is made. When you have a campaign that’s failing, you want to start your analysis by looking at where the drop-off is occurring: » If no one is responding to your ad, then you need to look at your ad. » If your advertising is driving a ton of traffic to your landing page, but no one is converting into a lead, then your landing page is the problem. » If people are going to your landing page and converting into leads – but you’re not getting any sales – you have a problem with your sales funnel or follow-up strategy. Now that we are looking in the right place, let’s drill into the next level and focus on the seven impact points that are the most likely culprits when a campaign fails.

IMPACT POINT 1 PROBLEM: You don’t have a clear target. SOLUTION: Start creating buyer personas. I see lots of companies that try to stretch their marketing dollar by making their message as broad as possible. The problem is that when you try to appeal to everyone, you end up appealing to no one. That’s one of the reasons why picking an industry vertical is often significantly more effective than general marketing. When you verticalize, you can speak in industry terms and become a part of their community. A better approach is to use buyer personas to clearly understand: » The right marketing messaging that speaks to the buyers’ needs and uses their voice. » The right marketing channels so you know where your future buyers are hanging out, what they’re reading, and which conferences they’re attending. » The right tone/sensibility that will resonate with your market.

THEPARTNERCHANNEL.COM | SPRING 2015

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With that information, you can create multiple ads that are super-specific. Spend per ad will be less, but overall, the impact will be greater. Knowing where your target market is spending time will also help you focus on the right channels. Don’t spend a lot of effort marketing on Facebook if your buyers prefer LinkedIn.

IMPACT POINT 2 PROBLEM: Your message is weak. SOLUTION: Focus on the headline. The three most important components of a compelling ad are the picture, the headline, and the offer. The headline (or subject line) is the big attention grabber, so it’s where you should spend the majority of your creative energy. As the story thesis, your headline will shape the rest of your message. In general, when you are creating an advertisement, remember that: » Negative outpulls positive. » Specific outpulls general. » Unusual outpulls normal. » Boring gets passed right over. Make sure that your offer stands out visually. Use high-contrast colors and images. Be 100 percent clear on how the visitor can fulfill the offer. Use action verbs such as “download, watch, attend”. Make sure your offer matches the right stage of the buyer’s journey. By that I mean someone who doesn’t know you at all isn’t going to be interested in a product demo or a free consultation. Start with an offer that requires less of commitment.

IMPACT POINT 3 PROBLEM: You’re invisible. SOLUTION: Spend more time, money, and energy. A rocket uses most of its fuel at launch. At the beginning of your marketing campaign, it’s going to take quite a bit of energy to get off the ground. Sometimes the reason no one notices your ad is because it’s hiding in the corner. No one is clicking to page 10 in the search engines. No one is noticing the tiny ad in a magazine. No one is noticing the industry blog you write once a month. Make the investment so that you have a functional website, marketing automation, reporting, and alerts. If you are investing in a vertical, try to “be everywhere” in that industry – at their events, in their newsfeed, part of their LinkedIn groups. Take time to build your list and nurture your followers. Marketing is expensive, but not marketing can be even more expensive – especially if you have talented consultants on the bench burning non-billable hours.

IMPACT POINT 4 PROBLEM: You’re sending people to your home page. SOLUTION: Add landing pages with a thank you page for fulfillment. According to MarketingSherpa’s Landing Page Handbook (second edition, www.meclabs.com/training/), 44 percent of clicks for B2B companies are directed to the business’s homepage, not a special landing page. That’s a big mistake. Without a landing page, visitors then have to remember why they clicked onto your website and hunt for the right content. Often, they’ll just leave without taking any action. There are lots of good, easy ways to create landing pages today. If your website is run on WordPress, you can download a plugin like “Exclude Pages” that will remove pages from the main website navigation. There are also stand-alone landing page creators such as LeadPages and Unbounce. For the more sophisticated marketers, you may want to consider HubSpot or ClickDimensions, which are marketing automation tools that include functionality to create landing pages. The landing page should have: » A strong headline. » A picture or video. » Bullet points that tell visitors what they’ll get from the offer. » Social proof (testimonials or number of downloads). » A picture of the offer. » The lead generation form. Often once visitors submit the landing page form, they’ll immediately be taken to a thank you page. Don’t

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neglect this page! Use it as an opportunity to further boost your credibility and likeability. Lots of companies are starting to put videos on their thank you pages. You can add a second stage offer on this page. For example, if they opted-in to download a whitepaper, you could offer a recorded webinar on the same subject.

enough, the heat map (that shows where people look and click) showed us that virtually no one was scrolling down on the long page. In this case, the shorter version won by a big margin. But the test also showed us that people were clicking on images that didn’t go anywhere. We improved layout, and as a result, were able to increase conversions.

IMPACT POINT 5 PROBLEM: You haven’t conveyed you are trustworthy. SOLUTION: Show social proof. People want to do business with people they trust. When you meet someone in person, they gauge how trustworthy you are by how you talk, how you dress, and who you know. Are you really part of their circle and community – or are you a fly-by? Online isn’t much different. Having a modern-looking website is a great first step. Then build on that trust by borrowing credibility from Microsoft. Use your Partner logo. Share Microsoft and ISV Partner stories. You can also show trustworthiness by posting case studies, testimonials, and reviews. If you have a strong social presence, showcase the number of fans or followers you have.

IMPACT POINT 6 PROBLEM: You’re not sure what’s holding you back. SOLUTION: Test everything you can. Before I launch a big campaign, I test every component I can on a small scale. By changing one (and only one!) variable in my ads at a time, I can test multiple headlines and images very affordably using Facebook Ads or Google AdWords. For example, I will test ads on Facebook and then use the results of that test to build a brochure or a print ad or a tradeshow teaser, using the headline and image that drove the best results. You can also test your websites and landing pages by using tools like Crazy Egg, Optimizely, or Visual Website Optimizer. A client and I ran an A/B test of her landing page to see if a long page or short page would convert better. Sure

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www.SierraWS.com THEPARTNERCHANNEL.COM | SPRING 2015

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IMPACT POINT 7 PROBLEM: Leads fall through the cracks. SOLUTION: Align your sales and marketing teams. It takes five to 12 touches to convert a visitor into a customer. How are you going to stay in front of your prospect once they’ve taken the first step? The first step is to map out the buyer’s journey for each persona. What are your top-of-the-funnel offers? What are your middle-of-the-funnel offers? What offers will you use to close the sale? Once you have the steps mapped out, sit down with your sales team to discuss when the handoff from marketing to sales will happen. Will your sales team follow-up on everyone who registered for the webinar? Or only those who have requested a demo after the webinar? By creating clarity in your communication, you will not only have a stronger sales pipeline, but you’ll have better morale and teamwork between sales and marketing.

ENGINEERING YOUR MARKETING SUCCESS While it can be discouraging when your marketing doesn’t work, it doesn’t mean there’s anything wrong with your company, your products, or your services. It only means your marketing needs improvement. Look at what other people are doing and reverse-engineer it. Identify your impact points. Fix. Test. Measure. Repeat. Don’t give up too soon. Success takes time.

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SPRING 2015 | THEPARTNERCHANNEL.COM


CONTEST

Spring 2015

SALES

Note: This is not the hidden logo!

Paul Cannon of Fisher Technology found the hidden logo in Chris Elmore’s “I Present to You...Presenting” article on page 22 of the Winter 2015 magazine.

MARK MA RKET RK ETIN ET ING IN G

LEAD LE ADER AD ERSH ER SHIP SH IP

I Present to You...

Presenting

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!

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WINTER 2015 | THEPARTNERCHANNEL.COM

WINTER 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

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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 | SPRING 2015

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CORNER MEMBERS ONLY

INTERVIEW M i c r o s of t E R P, C R M , S h a r e P oi n t

Etelligent Solutions, Inc. helps businesses in a variety of industries improve their business process and functionality through the use of Microsoft Dynamics ERP and CRM solutions. The company’s team is comprised of certified professionals including professional accountants, IT specialists, and support staff who work together to provide the highest level of implementation, training, and support services. With more than 20 years industry experience and more than 180 clients in western Canada, Etelligent is proud to maintain a strong partnership with its customers as noted in its high retention rate. ESI doesn’t just sell software; they build solutions and form relationships.

How do you like to spend your free time during the spring months? I enjoy downhill skiing and playing basketball with my four boys (ages 17, 15, 13, and 9).

In what ways has your company achieved industry success?

Jesse Byam, vice president

One way is by enabling an internal culture of employees who are personally committed to finding better ways to help businesses succeed in the distribution, oil and gas, manufacturing, and not-forprofit industries with the help of Microsoft Dynamics ERP and CRM software solutions. Rather than offering a generic software solution, we find out what specific issues each client’s business is facing and demonstrate how the Microsoft Dynamics product suite can help.

How does your company enhance its industry expertise? We have our staff spend dedicated time at conferences and various activities so they are trained in specific areas to enhance their expertise. This gives our employees the ability to offer more advice to our clients about running a better business, expertise in integrations, and overall best practices.

What is your company’s action plan for Convergence 2015 Atlanta? We think Convergence is a great place to gain strategic knowledge, so we attend every year and usually host about 25 clients during the event. Once we are onsite, we have a pre-event gathering that includes introductions, feedback as to which sessions to attend, what to expect overall, and fun things to do (afterhours parties, etc.). We make arrangements to meet up at lunch/dinner every day to check in and hear how things are going, offer feedback, and do a quality check. It’s a very coordinated plan that provides our clients and staff a wonderful Convergence experience.

What is the most beneficial aspect of The Partner Channel’s membership program for your company and why? The most beneficial aspect is the opportunity to read the quarterly magazine. I have a library of The Partner Channel Magazine in my office so I can share the information with our staff. This also allows them to utilize The List as needed. I always look forward to reading The Partner Channel Magazine and find that the content is very interesting and current, which makes it very valuable to our company.

Members Only Tips and Tricks Conference Call Every two months, The Partner Channel hosts a conference call for its members. Each 30-minute call has a specific focus to help continue the success of your business. Calls take place the third Tuesday of every other month at 11:00 a.m. CT. The call-in number, topic, and presenter information are sent via email prior to the call. Contact Jasmine McNellis via the information shared below if you would like to participate.

Thank You for Your Membership! Thank you to the many Microsoft Dynamics Partners who have joined The Partner Channel’s Community. For information on The Partner Channel Membership Program, please contact Jasmine McNellis at 701-526-3531 or Jasmine@thepartnerchannel.com.

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SPRING 2015 | THEPARTNERCHANNEL.COM


! s n o i t a l u t Congra

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

2005 APRIL » EthoTech Inc. » Mekorma » Sherwood Systems

2006 MARCH » InterDyn - BMI 2010 MARCH » Integrity Data

APRIL » DynamicPoint Inc. 2011 MAY » Scribe Software

Take the pain out of expenses for your clients – and add recurring revenue for your business. As a Concur Advisor, you can alleviate your clients’ inefficient, outdated methods of expense reporting and invoice processing by bringing them an award-winning mobile solution that connects with Microsoft Dynamics and other popular accounting software.

Become a Concur Advisor today:

concur.com/advisor THEPARTNERCHANNEL.COM | SPRING 2015

49


ADVERTISER INDEX Admiral Consulting Group . . . . . . . . . . . . . . . . . . . . . . .46

Njevity, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

NMB Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50

Business Computers (Time Matrix) . . . . . . . . . . . . . . . .20

Nodus Technologies, Inc.. . . . . . . . . . . . . . . . . . . . . . . . .36

Concur. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

Sierra Workforce Solutions . . . . . . . . . . . . . . . . . . . . . . .45

Corporate Renaissance Group . . . . . . . . . . . . . . . . . . . . . 6

Solver, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

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

Sypnio Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

Dynamic Communities . . . . . . . . . . . . . . . . . . . . . . . . . .37

The Genius Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Kamp-Data, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Trans-Micro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

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

TurnOnDynamics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Liaison Software Corporation. . . . . . . . . . . . . . . . . . . . .41

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

MetaViewer from Metafile . . . . . . . . . . . . . . . . . . . . . . . . . 4

DŝĐƌŽƐŽŌ LJŶĂŵŝĐƐ y ϮϬϭϮZϯ dD^ ǁǁǁ͘ŶŵďƐŽůƵƟŽŶƐ͘ĐĂ

&ĞĚ yΠ͕ hW^Π ĂŶĚ <ĞǁŝůůΠ ŶŐŝŶĞ /ŶƚĞŐƌĂƟŽŶ ŽŶƐƵůƟŶŐ͕ /ŵƉůĞŵĞŶƚĂƟŽŶ͕ dƌĂŝŶŝŶŐ͕ WŝůŽƚƐ ĂŶĚ ŶŚĂŶĐĞŵĞŶƚƐ

ǀĂůƵĂƟŶŐ Žƌ ŝŵƉůĞŵĞŶƟŶŐ ŵƵůƟͲĐĂƌƌŝĞƌ ƉĂƌĐĞů ĂŶĚ >d> ŝŶ LJŶĂŵŝĐƐ y͍ ZĞƋƵŝƌĞ y dD^ ĐŽŶƐƵůƟŶŐ͕ ĂŶĂůLJƐŝƐ͕ ƚƌĂŝŶŝŶŐ Žƌ ŝŵƉůĞŵĞŶƚĂƟŽŶ ĂƐƐŝƐƚĂŶĐĞ͍ WůĂŶ/d WĂĐŬ/d ^ŽŌǁĂƌĞ ^ŽůƵƟŽŶƐ ĨŽƌ &ĞĚ yΠ͕ hW^Π ĂŶĚ <ĞǁŝůůΠ WůĂŶ/d WĂĐŬ/d tŽƌŬďĞŶĐŚ͕ ĂƌƌŝĞƌ /ŶǀŽŝĐĞ ZĞĐŽŶĐŝůŝĂƟŽŶ ĂŶĚ , D d ĨŽƌ LJŶĂŵŝĐƐ y ϮϬϬϵ ĂŶĚ ϮϬϭϮ LJŶĂŵŝĐƐ yϮϬϭϮZϯ dD^ ƉƌŽĨĞƐƐŝŽŶĂů ƐĞƌǀŝĐĞƐ͗ &ƵŶĐƟŽŶĂů ŽŶƐƵůƟŶŐ Ͷ ƵƐŝŶĞƐƐ ŶĂůLJƐŝƐ KŶͲƐŝƚĞ dƌĂŝŶŝŶŐ tŽƌŬƐŚŽƉƐ WĞƌƐŽŶĂůŝnjĞĚ WŝůŽƚ tŽƌŬƐŚŽƉƐ ƵƐƚŽŵ ƐŽŌǁĂƌĞ ĞŶŚĂŶĐĞŵĞŶƚƐ ĐĐĞůĞƌĂƚĞ LJŽƵƌ ĞǀĂůƵĂƟŽŶ ĂŶĚ ŝŵƉůĞŵĞŶƚĂƟŽŶ ŽĨ LJŶĂŵŝĐƐ y ϮϬϭϮZϯ ǁŝƚŚ ƐŽŌǁĂƌĞ ĂŶĚ ƐĞƌǀŝĐĞƐ ĨŽĐƵƐĞĚ ŽŶ WĂƌĐĞů͕ >d> ^ŚŝƉƉŝŶŐ ĂŶĚ LJŶĂŵŝĐƐ dD^ ZĞŐŝŶĂůĚ ,ŽǁĂƚƐŽŶ͕ ŝƌĞĐƚŽƌ ^ĂůĞƐ Θ DĂƌŬĞƟŶŐ ͮ ƌ͘ŚŽǁĂƚƐŽŶΛŶŵďƐŽůƵƟŽŶƐ͘ĐĂ ͮ ϴϬϬͲϱϲϯͲϭϬϬϳ

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SPRING 2015 | THEPARTNERCHANNEL.COM


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 52 Horizontal................Page 59 Services...................Page 72

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

Construction

INDUSTRY

Data Masons Software Scalable Data Systems http://www.scalable.com.au/products/ commodity-trading-module • 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs 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. Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741 Apparel & Footwear Template Extends the native apparel and footwear functionality in Microsoft Dynamics AX. Order Matrix, Season Codes, Color/ Size/Configuration Scales, Customer Ship-To/Mark-For Addresses, Master Production Orders.

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.

CuroGens, Inc. http://www.curogens.com • 317-815-8120 Vehicle Management System for Microsoft DynamicsŽ AX 2012 VMS provides a comprehensive solution for automotive manufacturing companies that works from order placement over VIN/HIN assignment in production to sales/service and managing dealer networks.

KEY:

52

Axapta

Great Plains

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

Chemicals BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-crm.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and documentation within CRM. Your staff has visibility into all documents and data associated with accounts.

Consumer Packaged Goods Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Commodity Trades

Scalable Data Systems http://www.scalable.com.au/products/ commodity-trading-module • 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.

Navision

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

SPRING 2015 | THEPARTNERCHANNEL.COM

Flintfox International Limited http://www.flintfox.com • 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease. 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.

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.

Solomon

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 CPG Toolkit for Your Entire Organization • NO User/Seat Licensing Costs • Item & Customer Profitability • Multiple Scenario Analysis • Variance Reporting • Top-down/Bottom-up planning by skew, cust, category etc.

Cross Industry Solution

Data Masons Software

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.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Customer Relationship Management

Retail Management System

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, process, route, securely archive and access information directly from Dynamics GP screens. 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. 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 Purchasing & Expense/ Azure Cloud/On Premise Requisition, PO/Contract Mgmt., AP Automation, Travel/Expense Reporting. AssureSign LLC http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Point of Sale


AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

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

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 NEW: 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 Automation solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution.

KEY:

Axapta

Great Plains

Greenshades Software

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).

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. Solver

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 Connected Community 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.

Nexonia http://www.nexonia.com • 800-291-4829 NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency. 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.

Isis, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses. 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. 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. 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.

Navision

Solomon

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance. Paramount Technologies 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. Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX 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.

Customer Relationship Management

Retail Management System

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.

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!

Education Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-crm.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and documentation within CRM. Your staff has visibility into all documents and data associated with accounts.

Equipment Dealers Scalable Data Systems http://www.scalable.com.au • 425-931-9972 Enterprise Asset Management Maintain operations and ensure crucial assets are not offline. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.

Equipment Rental and Leasing

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

Point of Sale THEPARTNERCHANNEL.COM | SPRING 2015

53

INDUSTRY

Business Systems Integrators

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.


Finance/Banking

INDUSTRY

AssureSign LLC http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed. Isis, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more. Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX 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

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 Dynamics AX 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 (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle. BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

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. Business Systems Integrators

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

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

Food and Beverage

Horizons International

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.

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Beverage-Field-Supply Chain-Ship-WMS.

KEY:

54

Axapta

Great Plains

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.

Navision

SPRING 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.

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. RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP. Scalable Data Systems http://www.scalable.com.au/products/ commodity-trading-module • 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management–Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.

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.

InterDyn BMI http://www.erp4health.com • 866-264-3249 ERP4HealthŽ Financial Management Software powered by Microsoft Dynamics.

Isis, Inc. 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 Isis, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.

Government Contracting

http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your healthcare organization to meet the stringent HIPAA auditing needs across your entire organization. You can also help to eliminate risk of malpractice litigation by recording your user's actions. 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 Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.

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

Customer Relationship Management

Retail Management System

Point of Sale


Industrial Equipment

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.

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.

Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.

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

Home Furnishings Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741 Microsoft Dynamics AX for Home Furnishings Sunrise provides expertise in managing the complex home furnishings supply chain: container assembly and tracking, product families and sets, item master flexibility, product configuration, and mobile order entry.

Hospitality pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your customer, your brand, our infrastructure.

KEY:

Axapta

Great Plains

Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX 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.

Maintenance Management eRPortal Software Group LLC

mcaConnect http://mcaconnect.net • 866-622-0669 Microsoft Dynamics AX for Industrial Equipment Manufacturers Leveraging a clear manufacturing industry focus, mcaConnect provides innovative Dynamics AX solutions and services for mid-market and enterprisesize manufacturers, enabling clients to achieve competitive supremacy. Scalable Data Systems http://www.scalable.com.au • 425-931-9972 Enterprise Asset Management Maintain operations and ensure crucial assets are not offline. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis. Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.

http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solutions for managing strategic assets and operations. Scalable Data Systems http://www.scalable.com.au • 425-931-9972 Enterprise Asset Management Maintain operations and ensure crucial assets are not offline. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.

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

Lean Manufacturing mcaConnect http://mcaconnect.net • 866-622-0669 Areteium from mcaConnect Our Lean Enterprise solution bridges the gap between ERP and Lean. Backed by our breakthrough Lean toolkit, Areteium, we enable clients to make data-driven decisions to improve processes and enhance profitability.

Life Sciences Armanino http://www.amllp.com/microsoftdynamics • 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

Navision

Solomon

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.

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.

Insurance AssureSign LLC

BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

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 Dynamics AX to effectively reduce costs and improve efficiency. Gain from our experience! Armanino http://www.amllp.com/microsoftdynamics • 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs. ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Customer Relationship Management

Retail Management System

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP Automation 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.

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INDUSTRY

Sierra Workforce Solutions


INDUSTRY

HighJump Software http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers. 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. Lanham AssociatesŽ 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. 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.

Scalable Data Systems http://www.scalable.com.au/ products/commodity-procurementfor-manufacturing • 425-931-9972 Procurement for Manufacturing Procurement of raw materials for manufacturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Track Costs and Accruals.

Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-crm.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and documentation within CRM. Your staff has visibility into all documents and data associated with accounts.

Scalable Data Systems http://www.scalable.com.au/products/ advanced-production-scheduling-module 425-931-9972 Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. 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. Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741 Microsoft Dynamics AX for Manufacturing Deep expertise in supply chain implementations. Get a tier 1, omni-channel, global solution for the lowest cost on the market, backed by Sunrise Global Support.

http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.

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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.

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

KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE MediaPitch™ KORE MediaPitchTM is the media industry’s leading platform for transforming a generic CRM into a media sales powerhouse.

Non-Profit Organizations Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profits Requisition & Expense with GL Distribution, Encumbrance & Audit Trails. Sierra Workforce Solutions

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.

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."

KEY:

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.

Media and Entertainment

Vertical Solutions, 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.

Oil and Gas

Navision

SPRING 2015 | THEPARTNERCHANNEL.COM

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.

Solomon

Customer Relationship Management

Retail Management System

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. Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Remote Inventory Accelerator Web-based self-service application for tracking customer inventory stored at your site.

mcaConnect http://ax4energy.com • 877-244-6980 AX4energy Oil & Gas Solutions AX4energy provides a package of software and services designed for Oilfield Services companies and Downstream/ Upstream operations. Includes Upstream Exploration & Production and Joint Venture Accounting.

Pharmaceuticals Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs. 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 Mgt. System offers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail. 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.

Point of Sale


Retail

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.

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 Dynamics AX to effectively reduce costs and improve efficiency. Gain from our experience!

Nexonia http://www.nexonia.com • 800-291-4829 NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency. Rockton Software http://www.rocktonconnect.com 877-476-2586 Rockton Connect Accounting built inside Microsoft Dynamics CRM online specifically for professional service organizations.

Property Management

Avalara, Inc. http://www.info.avalara.com/TheList 877-780-4848 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.

http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

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.

pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your customer, your brand, our infrastructure.

Metafile Information Systems, Inc.

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 Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of employer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.

KEY:

Axapta

Great Plains

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

Software Manufacturers

HighJump Software

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

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.

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

Navision

Solomon

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. Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of employer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.

FLS GmbH http://www.fastleansmart.com/uk +44-189-380-315 NEW: VISITOUR for MS Dyn CRM Field service management for Dynamics CRM Online, 2015, 2013 & 2011. Including route optimization, drag’n’drop scheduling, real-time status communication w/ mobile devices. Process driven for best user acceptance. NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS. 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.

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 Retail Toolkit for Your Entire Organization • NO User/Seat Licensing Costs • Integrated Store/Merch Planning • Ticket/item/employee detail • Corporate & Store level P&Ls • Inventory analytics/optimization • Product life-cycle management

Rockton Software http://www.rocktonconnect.com 877-476-2586 Rockton Connect Accounting built inside Microsoft Dynamics CRM online specifically for software companies.

Software

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

Nexonia http://www.nexonia.com • 800-291-4829 NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency.

Customer Relationship Management

Retail Management System

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

Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of employer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.

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Professional Services


INDUSTRY

Transportation NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.

Selective Software Inc. http://www.selectivesoftware.com 421-369-0480 NEW: 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.

Warehouse Management

Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Beverage-Field-Supply Chain-Ship-WMS.

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.

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. HighJump Software http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers. 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.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.

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. Print tags, ensure accuracy, minimize downtime. Now with ExcelLinkexport/import to CSV files.

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

Flintfox International Limited http://www.flintfox.com • 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease.

Scalable Data Systems http://www.scalable.com.au/products/ landed-cost-module • 425-931-9972 Landed Cost Manage Multiple Vendors/PO's as a shipment to improve efficiency/visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Wholesale Trade: Non-durable Goods 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. Scalable Data Systems http://www.scalable.com.au/products/ landed-cost-module • 425-931-9972 Landed Cost Manage Multiple Vendors/PO's as a shipment to improve efficiency/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. RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Learn why Karen with ChargeLogic likes The List: “The List provides a fast and easy way for Microsoft Dynamics users to ďŹ nd the perfect solutions to ďŹ t their needs. All the leading solutions are there in one place. Having access to The List on your mobile device makes ďŹ nding what you need easy no matter where you are—at the airport, in a meeting, or on the road.â€? Karen Tran ChargeLogic

KEY:

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Navision

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Solomon

Customer Relationship Management

Retail Management System

Point of Sale


Horizontal Accounting

Budgeting

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 NEW: 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. pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your customer, your brand, our infrastructure.

Rockton Software http://www.rocktonconnect.com 877-476-2586 Rockton Connect 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.

KEY:

Axapta

Great Plains

Vertical Solutions, Inc.

deFacto Global, Inc.

http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.

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.

Analytics

Automation

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 Dynamics AX to effectively reduce costs and improve efficiency. Gain from our experience!

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

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAs. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg. 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. 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.

Application Lifecycle Management

Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio ALM Toolkit Application lifecycle management for Dynamics CRM solutions and data.

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

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Backup & Recovery Isis, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard PG will backup your PCs and Servers across your entire organization.

Barcode Data Collection

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.

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. Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX 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.

Solver MT Mobility http://www.mt-mobility.com 641-753-5999 ext. 151 MT Mobility Mobile WMS integrating iOS app & rugged iOS device to extend Dynamics.

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.

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.

Total Dynamics Solutions, LLC

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. 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."

Customer Relationship Management

Retail Management System

http://www.totaldynamicssolutions.com 877-855-8860 Budgeting & Planning ToolKit for Your Entire Organization • NO User/Seat Licensing Costs • Financial & Sales Planning • Procurement Planning • Trade Management • Secure input, consolidation, and Versioning; top-down/bottom-up

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Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX 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.

Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of employer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.


Sunrise Technologies

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.

deFacto Global, Inc.

HORIZONTAL

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.

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.

Halo Business Intelligence http://www.halobi.com • 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile. 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.

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http://www.sunriseconsult.com • 336-722-6741 Sunrise BI Put data to work anytime, on any device, anywhere; enabling companies to make decisions and take action, empowering users beyond BI. Provides mobile, analytics, and extension/completion of transactional systems.

Total Dynamics Solutions, LLC

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. 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.

http://www.totaldynamicssolutions.com 877-855-8860 Business Intelligence Plus Toolkit for Your Entire Organization • NO User/Seat Licensing Costs • Dynamic Cubes (GL/Profit/&More) • Web-based Reporting • Dashboards • Admin Tools: Security/Scenarios/ Hierarchy/ & More

Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX 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.

ZAP http://www.zapbi.com • 415-889-5740 ZAP Business Intelligence ZAP provides 'Buy, Not Build' business intelligence for companies using Microsoft Dynamics AX, CRM and NAV. With 1000+ pre-packaged analytics, our BI deployments are rapid and deliver immediate business outcomes.

Check Printing

Business Process Management

ACOM Solutions, Inc. http://www.acom.com/ dynamicsGP • 800-347-3638 Integrated Document Management & Business Process Automation for Dynamics GP Intelligently recognize content within documents to drive AP & workflow process automation. Speed decision making, eliminate manual tasks & instantly access document information directly from your Dynamics GP screen. 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 Automation solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP.

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Collaboration Platform

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.

Customer Relationship Management

Higher Logic http://www.higherlogic.com • 202-360-4402 Connected Community 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. Flaum Technologies Inc. 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 Advance 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/dynamicsGP 800-347-3638 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.

Retail Management System

Point of Sale


Cost Accounting Corporate Renaissance Group Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager allows you to focus on your business and not your technology needs. On average, our customers have gained 90% efficiency in managing and auditing processes. Gain from our experience! 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/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. Isis, Inc.

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.

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

Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of employer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.

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Axapta

Great Plains

Credit Card/Check Processing Ariett http://www.ariett.com • 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Personal & Corporate Credit Cards, Currency, Reconciliation & Receipts.

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

Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 Credit Card Advantage Our ePayment solution will simplify your payment acceptance process & reconciliation, reduce credit card fees & fulfill PCI requirements. Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 CRM Charge Our secure ePayment solution will simplify credit card and eCheck processing, reduce credit card fees & help fulfill PCI requirements for CRM online and on premise. 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.

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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.

Customer Relationship Management AbleBridge http://www.ablebridge.com/editablecrm-grid.htm • 877-600-2253 NEW: 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. AbleBridge http://www.ablebridge.com/productsproject-management.htm • 877-600-2253 NEW: Project Management for Microsoft Dynamics CRM Easy to use Project Management integrated with Microsoft Dynamics CRM. Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs. 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. mcaConnect http://mcaconnect.net • 866-622-0669 CRM We are a global leader in delivering Dynamics CRM/XRM solutions. Our success is exemplified by multiple Microsoft Partner of the Year awards and numerous customer success stories.

Customer Relationship Management

Retail Management System

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. Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notification, Inter/cross-company transactions, batch selection rules & 3rd party application integration. 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 COAs. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg. pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your customer, your brand, our infrastructure.

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http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more.

http://www.crgroup.com • 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.

Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-crm.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and documentation within CRM. Your staff has visibility into all documents and data associated with accounts.


Data Management InsideView http://www.insideview.com/ microsoft/the-list • 415-728-9363 NEW: 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 Dynamics AX to effectively reduce costs and improve efficiency. Gain from our experience!

HORIZONTAL

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

NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS. RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP. Scalable Data Systems http://www.scalable.com.au/products/ landed-cost-module • 425-931-9972 Landed Cost Manage Multiple Vendors/PO's as a shipment to improve efficiency/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 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. 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.

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.

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Advanced Document Management and Process Automation integrated for Dynamics GP Capture and intelligently recognize the content within documents to automatically process, route, securely archive and access information directly from your Dynamics GP screens and via Web browser.

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.

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.

CuroGens, Inc. http://www.curogens.com • 317-815-8120 SharePoint Document Connector for Microsoft DynamicsŽ AX 2012 SharePoint Document Connector for Microsoft DynamicsŽ AX 2012 is a customized solution that enables companies to merge the best features of Microsoft SharePoint seamlessly with Microsoft DynamicsŽ AX 2012. 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 Automation 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.

Ariett http://www.ariett.com • 781-826-1120 Enterprise AP Document Management/Azure Cloud/On Premise Invoice Capture & Approval, Accrual Reports, Intercompany, PO Matching. KEY:

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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).

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. Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-crm.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and documentation within CRM. Your staff has visibility into all documents and data associated with accounts.

E-commerce

Avalara, Inc. http://www.info.avalara.com/TheList 877-780-4848 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.

Point of Sale


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

Computer Pundits Corporation

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-asyou-go pricing.

EDI

http://www.eCommerce21.com • 888-786-3487 eCommerce21Ž Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website.

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

eBridge Connections

Business Systems Integrators

http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay

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

Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

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.

Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 eStore Solution Stack Go beyond shopping cart integration with our automated web store for handing web orders and fulfilling them through Dynamics GP.

KEY:

Axapta

Great Plains

AIM Computer Solutions, Inc.

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.

HighJump Software http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from AP and Payroll to your issuing bank. Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.

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Liaison Software Corp 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.

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.

Electronic Signatures AssureSign LLC

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.scalable.com.au/ products/electronic-documentinterchange • 425-931-9972 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/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, route, deliver, archive and securely access information directly from Dynamics GP screens and via Web Browser. 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

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

Expense Solutions Ariett http://www.ariett.com • 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Expense Reports, Travel, Receipts, Credit Cards, Currency, Any Device.

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 NEW: DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.

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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.

Lanham AssociatesÂŽ http://www.lanhamservices.com 678-999-3900 NEW: 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.

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.


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://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution.

Gorilla Expense

HORIZONTAL

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 NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency.

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.

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.

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General Ledger

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.

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.

FieldOne Systems

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Customer Merge Customer merge utility designed for large databases. Provisional merge selects, reviews & approves customers to merge. Final merge transfers data to the primary customer. Can update third party tables.

http://www.fieldone.com • 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of field service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.

FLS GmbH http://www.fastleansmart.com/uk +44-189-380-315 NEW: VISITOUR for MS Dyn CRM Field service management for Dynamics CRM Online, 2015, 2013 & 2011. Including route optimization, drag’n’drop scheduling, real-time status communication w/ mobile devices. Process driven for best user acceptance.

http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.

Financial Services

Navision

SPRING 2015 | THEPARTNERCHANNEL.COM

Solomon

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

FieldConnect, Inc.

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.

KEY:

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.

Field Service Management

Vertical Solutions, Inc. Paramount Technologies

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.

Fixed Assets

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Quick Journals Allows intercompany and multicurrency transactions to be included in GL Quick Journals. Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry). Corporate Renaissance Group http://www.crgroup.com/AATools 613-232-4295 AA Tools for Analytical Accounting AA Tools has 4 modules (AA Backfiller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. Backfill AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics. 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™ GP after the initial installation.

Customer Relationship Management

Retail Management System

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, 360Ă‚° assessments, goal management, succession planning, pay-for-performance, reporting & social feedback. 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.

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. Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budgeting and managing FTE’s, and more! 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.

Point of Sale


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.

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

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.

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. Print tags, ensure accuracy, minimize downtime. Now with ExcelLink- export/import to CSV files.

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

Axapta

Great Plains

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 AssociatesŽ 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. 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.

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. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_ar_collections.aspx • 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

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.

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 & inter-departmental capabilities. Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning • 425-931-9972 Shift & Roster Management Design and implement rosters to meet complex requirements of 24/7 operations. Key Features: Roster Positions, Shift Calendar, Sub Contractors. Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning • 425-931-9972 Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, Workflow Approvals, Total hours or start/end times. 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.

Labeling 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. RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Invoicing Enhancement AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all 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.

Navision

Solomon

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Credit Card Extension 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 • 909-482-4701 ePay Advantage - Online Bill Pay Improve cash flow, automate A/R with the latest in online bill payment technology that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles. 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.

Customer Relationship Management

Retail Management System

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.

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

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HORIZONTAL

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.

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

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.


Payables Enhancement 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 all make-to-stock sub-assemblies below the parent. Import Items, MO's, Experlogix MO's

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and AP Automation for Dynamics GP Automate your entire AP process endto-end. Intelligently recognize content within documents to automatically process, route, securely archive & access info directly from your Dynamics GP screens & via Web browser.

Mobility

HORIZONTAL

ChargeLogic https://www.chargelogic.com/anywhere 877-292-2520 ChargeLogic Anywhere Mobile credit card processing that transfers orders & payments into NAV. Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Multi-Entity Management 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!

NAV and CRM Integration FLS GmbH http://www.fastleansmart.com/uk +44-189-380-315 NEW: VISITOUR for MS Dyn CRM Field service management for Dynamics CRM Online, 2015, 2013 & 2011. Including route optimization, drag’n’drop scheduling, real-time status communication w/ mobile devices. Process driven for best user acceptance.

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.

KEY:

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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/ Azure Cloud/On Premise Invoice Capture & Approval, Intercompany, Currency, New Vendor Mgmt.

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all 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. 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.

Navision

SPRING 2015 | THEPARTNERCHANNEL.COM

Solomon

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

Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_apar_refunds.aspx • 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from AP and Payroll to your issuing bank. Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP. KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL FastAP Brings distribution window and payment terms directly to the 1st screen. 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. 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.

Customer Relationship Management

Retail Management System

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

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. 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.

Point of Sale


Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2s, managing complex payroll posting requirements/corrections, configuring overtime rules and more! Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from AP and Payroll to your issuing bank. Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank. 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.

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.

KEY:

Axapta

Great Plains

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

Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of employer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.

Portals

Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio Portals Web portal application platform for Dynamics CRM Online, 2013 & 2011. 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.

Navision

Solomon

Flintfox International Limited http://www.flintfox.com • 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease.

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

Procurement Management http://www.reqlogic.com • 734-302-2316 Ariett http://www.ariett.com • 781-826-1120 Enterprise Purchasing & Expense/ Azure Cloud/On Premise Requisition, Catalogs, PO, Contract Mgmt., Budgeting & Receiving.

ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.

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.

Product Lifecycle Management

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution. 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. 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.

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.scalable.com.au/products/ commodity-procurement-for-manufacturing 425-931-9972 Procurement for Manufacturing Procurement of raw materials for manufacturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Track Costs and Accruals. Scalable Data Systems http://www.scalable.com.au/products/ advanced-production-scheduling-module 425-931-9972 Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. work centers.

Productivity Isis, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard Audit your users and ensure they are productive in their work. Locate inefficiencies and take proactive steps to increase productivity.

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Customer Relationship Management

Retail Management System

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.

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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.

Pricing


Project Accounting

Quality Control

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 Easy-to-use add-ons to help facilitate the setup and ongoing maintenance of your GP Project Accounting. There are 3 PA Tools available: PA Budget Importer, PA GL Validator, and PA Cubes.

HORIZONTAL

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAs. 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 & inter-departmental capabilities. Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning • 425-931-9972 Shift & Roster Management Design and implement rosters to meet complex requirements of 24/7 operations. Key Features: Roster Positions, Shift Calendar, Sub Contractors. Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning • 425-931-9972 Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, Workflow Approvals, Total hours or start/end times.

Purchase Order Processing Enhancement

Ariett http://www.ariett.com • 781-826-1120 Enterprise Purchasing & Expense/ Azure Cloud/On Premise Requisition, Catalogs, PO, Contract Mgmt., Budgeting & Receiving. 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.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution. 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.

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http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

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. 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. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_apar_refunds.aspx • 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero.

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, 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. 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.

KEY:

Horizons International

Navision

SPRING 2015 | THEPARTNERCHANNEL.COM

Solomon

Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_ar_collections.aspx • 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 ePay Advantage - Online Bill Pay Improve cash flow, automate A/R with the latest in online bill payment technology that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles. Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.

Customer Relationship Management

Retail Management System

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

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. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_cash_basis.aspx • 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

Reporting 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.

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. 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.

Point of Sale


Sales Order Processing Enhancement 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.

Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_cash_basis.aspx • 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis. KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Crystal Converter Converts Crystal Reports to SQL reporting services RDL. 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.

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. 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.

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. 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.

Security

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.

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.

KEY:

Axapta

Great Plains

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

Navision

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager allows you to focus on your business and not your technology needs. On average, our customers have gained 90% efficiency in managing and auditing processes. Gain from our experience! Isis, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your business to better secure your users & network. 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.

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.

Solomon

Customer Relationship Management

Retail Management System

Shipping/Manifesting 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!

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.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.

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 Dynamics AX to effectively reduce costs and improve efficiency. Gain from our experience!

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

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HORIZONTAL

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.

Liaison Software Corp

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


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.

Data Masons Software

HORIZONTAL

http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. HighJump Software http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.

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. NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS. 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. KEY:

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Axapta

Great Plains

RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP. Scalable Data Systems http://www.scalable.com.au/products/ landed-cost-module • 425-931-9972 Landed Cost Manage Multiple Vendors/PO's as a shipment to improve efficiency/visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

System Enhancement AIM Technologies http://www.aim-technologies.com 888-234-0428 DataSpy Provides information on tables updated and modified during the processing of transactions to speed customization and report development. Works with third-party modules.

Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_ar_collections.aspx • 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

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!

System and Network Management Isis, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.

Tax

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

Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application. Professional Business Software, Inc. http://www.pbsisoftware.com • 940-648-2526 NEW: PBSISTConnect PBSISTConnect automates the sales tax computation and reporting process through a connection to CCH’s SaasCORE cloud offering. Computed tax amounts are brought back into SL. Automated tax returns are prepared by CCH.

DynamicsDownloads http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here! 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. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_apar_refunds.aspx • 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_cash_basis.aspx • 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis. Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx • 804-762-4200 Expanded Master Information Easily add more user fields for Vendors, Customers, Employees, Inventory, & Projects.

Avalara, Inc. http://www.info.avalara.com/TheList 877-780-4848 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.

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.

SPRING 2015 | THEPARTNERCHANNEL.COM

Customer Relationship Management

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 NEW: 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.

http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.

Solomon

Time and Attendance

Greenshades Software

Isis, Inc.

Navision

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-asyou-go pricing.

Retail Management System

Point of Sale


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 & inter-departmental capabilities.

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. Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning • 425-931-9972 Shift & Roster Management Design and implement rosters to meet complex requirements of 24/7 operations. Key Features: Roster Positions, Shift Calendar, Sub Contractors.

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

Trade Promotion Management

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.

Nexonia http://www.nexonia.com • 800-291-4829 NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency.

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.

http://www.flintfox.com • 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease.

KEY:

Axapta

Great Plains

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 Automation 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. Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-crm.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and documentation within CRM. Your staff has visibility into all documents and data associated with accounts.

Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.

Workflow / Notifications Flintfox International Limited

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Workflow Incl. web-based Visual Designer, rules engine, simple doc mgmt., web-based data entry and workflow manager. Very customizable, integrated with GP, Apple, Android and link to other apps. Call re Proof of Concept offer 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.

Navision

Solomon

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform. Integrity Data http://www.u-linc.com 217-732-3737 ext. 0203 U-LINCŽ, Powered By Integrity Data Workflow and notifications 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

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. 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.

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HORIZONTAL

Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning • 425-931-9972 Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, Workflow Approvals, Total hours or start/end times.

Travel Expense Management


Services .NET Development

Cloud Computing

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system. Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis .NET Development Isis provides cost effective outsourced .NET development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! 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.

Application Service Provider/Hosting

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! pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your customer, your brand, our infrastructure.

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.

MG Technology Group http://www.mgtechgroup.com/about-us/ partner-program/ • 866-350-9310 Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 11+ years experience, you own the customer relationship, 100% US support.

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.

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.

SERVICES 72

Axapta

Great Plains

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! pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your customer, your brand, our infrastructure.

Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

Business Portal Development 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 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.

KEY:

Custom Development

Navision

SPRING 2015 | THEPARTNERCHANNEL.COM

Solomon

RoseASP http://www.mygpcloud.com • 888-794-9401 MyGPcloud myGPcloud is the first on demand webbased 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.

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

Customer Relationship Management

Retail Management System

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system. Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Custom Development Isis provides cost effective outsourced custom development (C#, VB.NET, ASP. NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! 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.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS. 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.

Data Services InsideView http://www.insideview.com/microsoft/the-list 415-728-9363 NEW: 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 Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system.

Point of Sale


DexPros http://www.dexpros.com • 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/ SQL/.NET/VB developers. 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 Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP We can implement the entire GP solution or only certain components. We also offer a variety of customization and training services.

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

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

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. Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Consulting 15+ years of experience in implementing Dynamics Solutions.

Axapta

Great Plains

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

Project Management

The Partner Marketing Group

Accounting Software, Inc.

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.

http://www.accountingsoftware.com 916-476-5462 NEW: Accounting Software, Inc. We provide top shelf implementation and support to expand your industryspecific needs. We serve manufacturing, human resources, and payroll.

Tornado Marketing, Inc. 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 mcaConnect http://mcaconnect.net • 866-622-0669 Managed Services for AX mcaConnect customers utilize our industry experts to maximize resources and AX ROI. Our proactive and disciplined approach makes processes repeatable and predictable. Includes AO, Optimization, and Reporting. 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.

Manufacturing Implementation & Consulting

Accounting Software, Inc. http://www.accountingsoftware.com 916-476-5462 NEW: Accounting Software, Inc. We provide top shelf implementation and support to expand your industryspecific needs. We serve manufacturing, human resources, and payroll.

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

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.

http://www.info.avalara.com/TheList 877-780-4848 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.

SharePoint Development

Partner Support Service

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

DFC Consultants, Ltd http://www.DFCconsultants.com 800-277-5561 Expert WennSoft Support Get expert WennSoft support for your customers from an Executive Partner.

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 The Partner Marketing Group

Looking Glass Marketing

Plumbline Consulting, LLC.

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.

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.

Solomon

Avalara, Inc.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-asyou-go pricing.

OnDemand Trials

Marketing Planning & Services

Navision

Sales Tax Management Service

Customer Relationship Management

Retail Management System

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!

Point of Sale THEPARTNERCHANNEL.COM | SPRING 2015

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SERVICES

KEY:

NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.


Software Development Consulting Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Consulting Isis provides cost effective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! 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.

Strategic Services

Upgrades

mcaConnect http://www.mcaconnect.net • 866-622-0669 mcaConnect Strategic Services Strategic Services allow our clients to strategically leverage technology to achieve competitive supremacy. Offerings include: business transformation, Lean/manufacturing excellence, and Strategic BI services.

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

Training NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.

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.

CuroGens, Inc. http://www.curogens.com • 317-815-8120 Dynamics AX Upgrade Assessor for Microsoft DynamicsŽ AX In just minutes, Dynamics AX Upgrade Assessor for Microsoft DynamicsŽ AX will estimate costs for your company to upgrade to the most recent version of Microsoft DynamicsŽ AX, including the latest cumulative update.

InterDyn BMI http://www.interdynbmi.com • 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of services and upgrades since 1985.

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.

The List Mobile Search by keyword, or ďŹ lter by Microsoft Dynamics product line, Industry, Horizontal or Service oerings with the new Mobile Version of The List! Add it to your home screen from: SERVICES

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Great Plains

Navision

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When it comes to

PROCESS Manufacturing

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

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