2013 Fall - AXUG Magazine
60
Fall 2013 www.AXUG.com
-
Upload
dynamic-communities-inc -
Category
Documents
-
view
230 -
download
0
description
Â
Transcript of 2013 Fall - AXUG Magazine
Fall 2013 www.AXUG.com
fall 2013
In Every Issue 5 From the Director
7 Events
8 Community News
11 Welcome to Our New Members
21 Word Find
27 Find the Logo Contest
34 Name That Photo Contest
37 Academy Corner
43 The List, from The Partner Channel Features
13 Catching Up with the SIGs Life Sciences Group
14 User Member Showcase Houston First
16 To Upgrade or Not To Upgrade
22 VAR Partner Member Showcase Client Strategy Group
24 On Topic with AXUG Members
28 Microsoft Member Showcase Pepijn Richter and Kevin Kidder
32 Upgrade Best Practices User Perspective
35 ISV Partner Member Showcase Bottomline Technologies
38 Upgrade Best Practices Partner Perspective
41 5 Minutes with AXUG’s Volunteer of the Quarter Zvika Rimalt
by Nima Bakhtiary, Arbela Technologies, AXUG® Premium Partner
illustration Dave Swang
Upgrading to Microsoft Dynamics AX 2012 continues to be a hot topic among Microsoft Dynamics
AX Users. Some of the most common questions are: Should I upgrade? What is the value and
return on investment (ROI) of the upgrade? When is a good time to upgrade? What are the
risks associated with the new release? Do I upgrade or re-implement? Th e ROI depends on how quickly companies can leverage the new capabilities of Microsoft
Dynamics AX 2012 – the solution has more than 400 new capabilities compared to previous releases; see below
for a graphical and rated comparison – including process, lean manufacturing, improved inter–company,
expense management, HR, and more.
OR
Fall 2013 17
16 AXUG Magazine
Magazine
contentsT A B L E O F
Advertiser IndexAltec . . . . . . . . . . . . . . . . . . . . .20
Arbela Technologies . . . . . . . . .2
AxSource . . . . . . . . . . . . . . . . .36
AXtension . . . . . . . . . . . . . . . . . 15
Bottomline Technologies. . . . . .6
Client Strategy Group . . . . 30-31
Experlogix, Inc. . . . . . . . . . . . .40
Flintfox International Limited . . 19
MetaViewer from Metafile . . . .60
Microsoft Convergence 2014 . .23
Radley Corporation . . . . . . . . .59
RF-SMART, a division of ICS . .33
Sandler*Kahne Software, Inc. . . 12
Solver . . . . . . . . . . . . . . . . . . . . .4
Tribridge . . . . . . . . . . . . . . . . . .42
WatServ . . . . . . . . . . . . . . . . . .26
stopic
on
...with AXUG Members
1
3
2
1 | Grant Wilson ERP [email protected]
Don’t forget the data. Most upgrades focus on getting customizations and add-ins as a first step and then test with a basic set of data. While this can provide a good starting point, most problems and issues are only discovered once a complete data set is used. The natural variability of real data is the only way to properly test a system. A proper upgrade will also find potential performance issues from a complete data set or outliers in customizations.2 | Paula WegerVP Risk Management & ERP Project ManagerStupp Bros., Inc.
[email protected] development of a dedicated implementation team for the project
is imperative. These people comprise internal and external personnel who have IS/IT and software expertise, as well as key operational Users who will be critical to a successful implementation. Getting the right people on this team, setting proper expectations, and ensuring that all team members have a single definition of implementation success is of utmost importance.
Clear, concise, and regular communication, as well as a single place to view project status, planned steps, action items, and meeting minutes is helpful to keep alignment on both direction and key decisions. A good project manager who can work with multiple implementation teams, internal business process owners, and Partners is assumed.
3 | Seth DerevenskyConsulting DirectorJunction [email protected] a Partner who recently completed an extensive upgrade to
Microsoft Dynamics AX 2012, here is a small sample of some of the high-level recommendations:
1. Quality Assurance – Above anything, it is imperative that full system and regression testing is completed against not just the migrated customized code, but also business processes against the upgraded data and transactions. Be sure to include the execution of your scheduled batch jobs, inventory close, financial close, etc.
2. Mock Go-Live – Peform several go-live simulations prior to your actual go-live. Ensure that you have a comprehensive checklist of go-live activities that are executed and accounted for, including the financial back-end tie-outs.
3. Upgrade Strategy – Review and determine the data upgrade strategy. This is dependent on your data volumes and how long the business is willing to remain offline during this process. Extremely high transactional volumes or tables with significant amounts of data should be reviewed for truncation depending on the amount of time the data upgrade takes (hardware and DB space also plays a role here).
4. Disk Space – Review the disk space and ensure that you have enough capacity on the respective servers to accommodate the upgrade.
5. Performance Testing/Tuning – Please do not discount the importance of performance testing and tuning. This could vary from AIF integrations to batch processing to standard business process flows. This increases depending on the amount of customizations.
(Seth has published a Microsoft Dynamics AX performance whitepaper, available for download at www.junctionsolutions.com/axperformancetesting.)
AXUG
topicon
Fall 2013 25
24 AXUG Magazine
www.AXUG.com
®
Fall 2013 www.AXUG.com
Fall 2013 3
Self-ServiceBusiness Intelligence
Planning DashboardsP D
ReportingR
Other DataSources
Other DataOther DataSourrceesesces
DataWarehouse
DataWarehouseWarehouse DW
ERPERPERPCRMCRMCRM
CollaborationnC
Out of the box integration to Microsoft Dynamics AX
Ideal FRx Replacement
Live Excel and Web-based Reporting and Dashboards
Financial Consolidations and Operational Reporting (for GL and Sub-ledgers)
Integrated Excel-based Budgeting, Forecasting and What-if analysis
Preconfi gured Data Warehouse (Combine data across multiple sources)
Collaboration Portal for sharing reports, discussions and decision-support
www.solverusa.com | [email protected] | 800.281.6351
Full Integration to Microsoft Dynamics
®
AX 2012
Available Now!
Self-ServiceBusiness Intelligence
Planning DashboardsP D
ReportingR
Other DataSources
Other DataOther DataSourrceesesces
DataWarehouse
DataWarehouseWarehouse DW
ERPERPERPCRMCRMCRM
CollaborationnC
Out of the box integration to Microsoft Dynamics AX
Ideal FRx Replacement
Live Excel and Web-based Reporting and Dashboards
Financial Consolidations and Operational Reporting (for GL and Sub-ledgers)
Integrated Excel-based Budgeting, Forecasting and What-if analysis
Preconfi gured Data Warehouse (Combine data across multiple sources)
Collaboration Portal for sharing reports, discussions and decision-support
www.solverusa.com | [email protected] | 800.281.6351
Full Integration to Microsoft Dynamics
®
AX 2012
Available Now!
dir
ecto
rUpgrades, Upgrades, Upgrades...Frank Vukovits, Jr.
FR
OM
TH
E
There are some weeks where it seems the Microsoft Dynamics AX community revolves around
upgrades. Who’s upgrading, who’s thinking about upgrading, who just got done upgrading, what
methodology did they use to upgrade, did they actually re-implement, how long did the upgrade take, what
about all the old code modifications…and on and on. All these are questions that I hear in the community,
so in retrospect, it’s a wonder the theme of upgrades wasn’t an earlier choice for AXUG® Magazine. Well,
based on the large number of AXUG Member companies that have either upgraded to Microsoft Dynamics
AX 2012, or are in the process of doing so, now is certainly the time to talk about upgrades. This issue is
loaded with great information and upgrade experiences from both AXUG Users and Partners.
As many companies go down the path of thinking about upgrading, they work with their Partner on both
timing and approach. We have two great articles on upgrade approaches, one from the User perspective
and another from the Partner view. Make sure to read these articles and remember there is one sure
fact with upgrades: no two are alike, nor is the motivation to upgrade ever the same from company to
company. These two articles highlight this fact and also provide valuable insight into how other companies
in the Microsoft Dynamics AX community are approaching upgrades both from a planning and execution
perspective.
Regardless of your motivation to upgrade, one factor that is almost always in the equation is the desire
to take advantage of new functionality in the latest version of Microsoft Dynamics AX. Whether you are
moving to Microsoft Dynamics AX 2012, Microsoft Dynamics AX 2012 R2, or the latest feature pack to
be released for Microsoft Dynamics AX 2012, there is bound to be new functionality that your company
finds of value, and once implemented, will allow your Users to more efficiently perform their job functions.
Many companies wonder how is the best way to find out about new features and functionalities available
with an upgrade, and of course AXUG is always a great place to look. Whether you sit in a Microsoft
Dynamics AX 2012 Under the Hood webinar, or sign up for an AXUG Academy course on a variety of
different topics, there are many ways to learn more about the solution by participating in AXUG programs.
And don’t forget about AXUG Summit this fall in Tampa, as we will have three different tracks dedicated
to Microsoft Dynamics AX 2012, which represents more than 40 different breakout sessions. Microsoft
Dynamics AX 2012 is also a popular topic on AXUG Collaborate. If you haven’t visited that new AXUG
online community, I would encourage you to do so at community.AXUG.com. You can review community
posts and threads on a variety of topics and connect with more than 1,000 AXUG Members who are
already registered and active in Collaborate since its launch at Convergence last March.
As I wrap up, I would be remiss if I didn’t talk about upgrades as they relate to AXUG basic User
membership. If your company is currently an AXUG basic User Member, I would ask you to seriously
consider upgrading to an AXUG Premium User membership. AXUG User membership is done at the
company level based on the number of Microsoft Dynamics AX licenses, so the $400/$700/$1,200 annual
investment to upgrade to a Premium membership is one that can be shared by everyone in your company,
regardless of how many Microsoft Dynamics AX Users you may have. Premium membership provides you
and your company unlimited access to the variety of different programs and benefits AXUG offers. There
are too many to list here, but one important benefit Premium Members receive is a discount on any AXUG
event where a registration fee is collected. So if you are thinking about attending AXUG Summit as a basic
User Member, or maybe you are going to sign up for an upcoming AXUG Academy course, upgrade to
Premium User membership today and save your company some money! Click on the “Join AXUG” button
at AXUG.com for more information.
See you at AXUG Summit in October!
Frank Vukovits, Jr.
Director of Programming, AXUG
Fall 2013 5
eventsThe event calendar on www.AXUG.com and the weekly AXUG® newsletter are your best sources for the latest AXUG event information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting AXUG event.
Special Interest Group (SIG)
Sessions
AUGUST 20 – Recent Go LIVE Companies
Workshop Sessions
AUGUST 14 – AXUG Summit 2013 Preview
OCTOBER 1 – Microsoft Dynamics AX in the Cloud
Roundtable Sessions
AUGUST 16 – Ask the Expert Friday: Security
SEPTEMBER 27 – Ask the Expert Friday: Controllers
OCTOBER 11 – Ask the Expert Friday: MRP
Academy Courses
AUGUST 16 – Advanced Management Reporter
AUGUST 16 – Understanding the Microsoft Dynamics AX 2012 Data Model
AUGUST 23 – Master Planning in Microsoft Dynamics AX 2009 Class
AUGUST 23 – Understanding Smart Code Development and Management in Microsoft Dynamics AX 2012
SEPTEMBER 20 – Introduction to Microsoft Forecaster
Regional Chapter Meetings
AUGUST 15 – Southwest – TBD
AUGUST 21 – Carolinas – Charlotte, NC
AUGUST 21 – TOLA – Dallas, TX
SEPTEMBER 11-12 – Minnesota (two-day event) – Fargo, ND
SEPTEMBER 12 – Michigan – Grand Rapids, MI
SEPTEMBER 19 – Ontario – Mississauga, ON
SEPTEMBER 19 – Southwest – TBD
OCTOBER 10 – Germany – A.T.U, Weiden Opf.
Conferences
THE PARTNER CONNECTIONS EVENT October 20-22 | Tampa, Florida www.thepartnerconnectionsevent.com
AXUG ACADEMY PRE-CONFERENCE TRAINING
October 21-22 | Tampa Convention Center | Tampa, Florida
www.AXUGsummit.com/pre-conference-training
AXUG SUMMIT 2013 October 22-25 | Tampa Convention Center | Tampa, Florida
www.AXUGsummit.com
Fall 2013 7
newsNew GroupM Study Predicts This Year’s Digital Spend
Will Exceed $113 Billion
Internet advertising hit $99 billion in 2012, representing a 16.2 percent increase over the previous year
and accounted for 19.5 percent of all global measured advertising expenditures, according to a new report
from GroupM.
North America led the world in overall digital advertising investment with an estimated $38.3 billion;
Asia-Pacific came in second with $30.6 billion followed by Western Europe with $24.1 billion, according to
the study, entitled This Year, Next Year: Interaction 2013.
The study is part of GroupM’s media and marketing forecasting series drawn from data supplied by
parent company WPP’s worldwide resources in advertising, public relations, market research, and
specialist communications. It was released recently by London-based GroupM Futures Director Adam
Smith and New York-based Global Chief Digital Officer Rob Norman.
The study also predicted that in 2013 digital advertising spending will reach $113.5 billion globally,
14.6 percent more than 2012. The figure represents more than 21 percent of all measured advertising
investment. In the 2013 forecast, North America once again ranks first with an estimated $42.8 billion
in digital ad spend; Asia-Pacific follows with $36.8 billion, followed by Western Europe with $26.6
billion.
In the U.S., digital advertising spending reached $35.4 billion in 2012, a 23 percent share of the overall
domestic market and a 10 percent increase over the previous year, according to the study. This year those
figures are expected to reach $39.7 billion for a 25.4 percent share and a 12 percent increase over 2011.
UNICEF Canada and Teck Launch Partnership to Save the
Lives of 150,000 Children in India
UNICEF Canada and Teck Resources Limited (Teck) recently launched a $5 million program under
the Zinc Alliance for Child Health (ZACH) that will save more than 150,000 children’s lives in India.
The program aims to scale up the use of zinc supplementation and oral rehydration salts (ORS) to treat
diarrhea while strengthening health care systems across India.
More children under the age of 5 die in India than anywhere else in the world. One of the leading causes
of these deaths is diarrhea. Currently, only two percent of Indian children have access to zinc and ORS, a
cost-effective and proven life-saving diarrhea treatment. A 10-day course of zinc tablets costs only 30 cents
while a sachet of ORS costs 10 cents.
The new partnership will save 150,000 children’s lives over the course of the five year program, and
50,000 lives annually going forward, in Uttar Pradesh, Odisha, and Madhya Pradesh alone – three states
with the highest burden of childhood diarrhea in India.
“This new initiative exemplifies the considerable contributions corporate partnerships can make towards
improving the lives of the world’s most vulnerable children. UNICEF’s partnership with Teck in India will
provide strategic investments in proven interventions,” says UNICEF Canada’s president and CEO David
Morley. “UNICEF first partnered with Teck in Nepal and Peru through the International Zinc Association,
and we are pleased to be strengthening this partnership.”
The program also aims to educate health workers and communities while strengthening the local supply
chain to ensure zinc and ORS are accessible and that achievements made over the next five years are
sustainable in the long term.
“In India, the number of children dying from diarrhea – an illness that can be treated with zinc and
ORS – is particularly dire,” says Doug Horswill, senior vice president at Teck. “As one of the world’s
largest producers of zinc, we have the ability and knowledge to help address this critical children’s
health issue.”
Community News10 Children
from
Riverwoods
Christian
Center Receive
New Bikes as
Part of FONA
International
Community
Event
Ten children from
Riverwoods Christian
Center recently received
new bikes. FONA
International partnered
with the Leaders Institute
to assemble and donate
the bikes as a team-
building and community
outreach event during its
quarterly management
meeting. This was the
second time FONA has
hosted this event. This
year it was tied to the
meeting theme of gears,
symbolizing working
together with customers
and with the community
to achieve great results.
The children selected to
receive the bikes either
had been working hard
to get good grades, made
the honor roll at their
school, or had perfect
attendance at Riverwoods
programs.
8 AXUG Magazine
Greenpoint Technologies Celebrates 25th Anniversary
Greenpoint Technologies, a premier VIP completions center for Boeing Business Jets (BBJ), is celebrating
25 years in business this year. Greenpoint’s website features a new video for a closer look at the people and
its products. In 1988 Greenpoint began with two individuals, Jon Buccola (current chairman and owner)
and John Broback (retired). Within a year the company grew to four employees and continued to grow
by adding extensive engineering, certification, and manufacturing capabilities. Today the organization
employs 350 people across multiple companies and has delivered 21 BBJ and Head-of-State completions
and more than 250 modification contracts.
Greenpoint Technologies is a premier BBJ Completion Center, creating superior aircraft products and
VIP completions exclusively for Boeing aircraft. Greenpoint provides turnkey VIP completions with an
exemplary 99 percent on-time delivery rate during its 25 years of private ownership. The Greenpoint company
umbrella encompasses all disciplines in-house, from engineering and design manufacturing and installation
of VIP interiors, to enabling manufacture of heavy structure, VIP cabinetry, and custom-machined parts.
The company embodies a continuous improvement culture reflected in its positive customer surveys and
extremely low attrition rate. Strategic goals focus on the customer experience by incorporating quality,
commitment, and craftsmanship into every program. To learn more about Greenpoint Technologies, visit
www.greenpnt.com.
Calling all Users! Do you have news you’d like to share in the next issue of AXUG® Magazine? Simply email it to [email protected] and we’d be happy to share it here!
Regional Chapter
Breakout at AXUG®
Summit – October
24, 5:00-6:00pm
Don’t miss the chance to meet
other Microsoft Dynamics AX Users
in your local area at the annual
Regional Chapter breakout session
at AXUG Summit. This one-hour
session will allow Regional Chapters
and Global Branches to discuss topics
for future meetings as well as meet
new or rekindle past discussions
with fellow Microsoft Dynamics
AX Users in your area. Partner
sponsors of meetings will share their
thoughts about AXUG Regional
Chapter programs, and we have a
few surprises planned as well (hence
the title). If there isn’t yet a chapter
in your area, this session is a great
opportunity to meet others and start
the process of forming a Regional
Chapter.
Regional Chapter News
Fall 2013 9
newsIndiana Soaks up Information at New Sunshine LLC During
March Meeting
The Indiana Regional Chapter met at the headquarters of New Sunshine LLC on the northwest side of
Indianapolis on March 14. This well-attended meeting was sponsored by AXUG Premium Partner Junction
Solutions and included a great presentation from Junction on MRP tips and tricks, a lively discussion
around Microsoft Dynamics AX project implementation approaches, and the sharing of how best to set
up your project team and get the all-important executive commitment to the project. Along with great
discussion on these topics, the group also spent time over lunch networking with fellow Users in similar
roles or industries. Several companies new to AXUG attended the meeting, which is always great to see.
The group is looking forward to their next meeting this summer and thanks New Sunshine for hosting the
March meeting.
TOLA Elects New Leaders at May Meeting
The TOLA Regional Chapter met on May 15 at Microsoft’s Irving, Texas, office. The agenda was full and
the discussions were fruitful with a mix of Chapter business, presentations, and a Q&A session.
After introductions, the first order of business was to elect new Chapter leaders. Congratulations to
the new chairperson, Donovan Chepien of Pacific Northern, and vice-chairperson, Annette Price of
Arrow S3. Next, Patrick Ryan, Jeff Schneider, and John Danielson of Marshalltown impressed attendees
with the customizations they implemented to manage their manufacturing process and integration with
mobile devices.
Fastpath sponsored lunch, and then Dennis Christiansen and Andy Snook of Fastpath shared a
presentation on their security, audit, and compliance solution. The group then launched into a Q&A
session hosted by two senior consultants from Hitachi Solutions.
Finally, the group brainstormed topics for their next meeting, scheduled for August 14. Members
located in the TOLA area are encouraged to join the group and can contact Donovan at Chepiend@
pacificnorthern.com or Annette at [email protected] with content ideas or new meeting location
ideas. AXUG
AXUG Regional
Chapter Lunch
– October 24
This invite-only lunch
for AXUG Regional
Chapter leaders will
provide a chance to
network and share
best practices around
Regional Chapter
programs. Leaders
will share topics and
approaches that have
been successful in
their meetings, and
attendees will also
have the opportunity
to meet Microsoft
executives. This annual
lunch at AXUG Summit
is our way of thanking
leaders for their time
and commitment to
AXUG and their Regional
Chapters and Global
Branches. If you are not
a current AXUG Regional
Chapter or Global
Branch leader but are
interested in becoming
one so you can
participate in activities
such as this, please
contact Mary.berens@
AXUG.com.
10 AXUG Magazine
membersW E L C O M E T O O U R N E W
Aldridge Conners LLPAllen and AllenAnnie’s, Inc.Aptalis Pharmatech Inc Avanti Software IncBriggs EquipmentDentsu Aegis NetworkDynamic Fuels, LLCFaculty of Economics and Business,
University of MariborFlorida State University FONA International IncGeorgia Nut CompanyGeorgia Regents UniversityGroupMHalogen Software Inc.
This issue we’re featuring Fluidigm, sharing a
little about who they are and what they do.
Fluidigm (NASDAQ:FLDM) develops, manufactures, and markets microfluidic systems for the life sciences
and applied markets. Fluidigm’s systems consist of instruments, software, integrated fluidic circuits, high-
performance assays for gene expression and genotyping, and primers for sample preparation for next
generation sequencing.
“Fluidigm’s involvement in AXUG® has allowed us to interact with other growth companies who share our
commitment to expand and transform our business through the use of Microsoft Dynamics AX,” says Chris
Gawronski, senior manager, enterprise systems and service engineering for Fluidigm. “We accomplish this
through participating in our Northern California Regional Chapter meetings and online webinars, and we
are beginning to use AXUG Collaborate to create more regular touchpoints between events.“
We’re glad to have Chris and the Fluidigm team as part of AXUG!
Welcome to the new Members who have invested in AXUG Premium membership and Partner membership this year! At press time,
the group’s grand total of Member organizations is 2,374. Each new Member adds value not only to their own organization, but also
to the entire AXUG community as they share their knowledge and experiences. Please note that these organizations have given AXUG
permission to share their name publicly.
Ideal WorkKeller Foundations, LLCKellwood CompanyLebanese American UniversityMaxPax LLCNational Institute of Construction
Management and Research (NICMAR)
National University of ‘Kyiv-Mohyla Academy’
New Belgium Brewing Co. IncNordic Wood Structures /
Chantiers Chibougamau LtdOcean Beauty Seafoods LLCPenske Racing
Again, thank you for your contributions, and welcome to AXUG! If you, too, want to explore the benefits of AXUG Premium
membership and take advantage of membership opportunities, simply visit www.AXUG.com > Join AXUG. Our Premium Members
are the lifeblood of our organization and enable us to continue to provide valuable networking, educational events, and solution-
specific programming. AXUG
Premium Members Added Last Quarter
Readsoft AB
Premium Partner Member Added Last Quarter
Prime Resources CorporationProcor LimitedRazuk & Caracho LtdaSaint Leo UniversitySSM Industries, IncStandard Meat CompanySumy State UniversityThe Bergquist CompanyTruckee Meadows Water AuthorityTulsa Community CollegeUNIGROUP, INC.Universitaet StuttgartVictor Allen’s Coffee LLCVilnius Gediminas Technical
University
Fall 2013 11
TIME IS MONEYTHE eBANKING SUITESAVE BOTH WITH
CHANGES THE WAY YOU DO BUSINESS by providing automation and improvedsecurity to your organization’s banking operations.
DATA SHEETS AND DEMO VIDEOS AVAILABLE ONLINE AT WWW.SKSOFT.COM
eBANKING SUITE
THE eBANKING SUITE
Modules available include:
▶ Electronic Bank Reconciliation▶ Positive Pay▶ AR eSettlement w/ Lockbox▶ APEFT Plus!▶ AREFT Plus!
Available for AX2009 and AX2012
THE eBANKING SUITE FOR MICROSOFT DYNAMICS AX
A new AXUG® Special Interest Group (SIG)
is born: the Life Sciences group. The
objective of the Life Sciences SIG is to
advance the knowledge and success of its
Members, which have in common the use
of Microsoft Dynamics AX in a life sciences environment
(pharmaceuticals, medical devices, biotechnology,
biomedical, CRO/CMO, nutraceuticals, and more).
The Life Sciences SIG met first at Convergence,
gathering all the known life sciences-focused companies
in attendance at the event. “That was the nucleus of
us getting started,” says Michael Gesser, chairman of
the group and vice president, finance and treasurer for
Osmotica Pharmaceutical.
“We’re in a highly regulated industry where the federal
law dictates how we do business,” says Michael. “Meeting
with people who use Microsoft Dynamics AX and
are in the life sciences industry means there is a lot of
information to push and pull from each other.”
Another avenue for this group is looking at how ISV
solutions are leveraged, and in some cases created, for
the life sciences industry.
“We’re required under federal law to have electronic
signatures in our quality assurance steps,” says Michael.
“That means we need to work with ISVs and Partners to
make sure that solutions both do what we need them
to do and meet the regulations passed down from the
FDA.”
“These are a few of the things that can get the
momentum flowing through a cohesive, true SIG,” says
Michael. “It’s an entrée for those who want to get into this
market with ISV solutions and a venue for people to get
the information they need.”
The Life Sciences SIG plans to establish more online
meetings as well as get together during this fall’s AXUG
Summit. By attending group meetings, Members can
receive technical education, share best practices, network
with peers, and learn about industry vendors.
If you’re a life sciences-focused company looking to
maximize the return on your investment in Microsoft
Dynamics AX, this is the group devoted to your success!
Learn more about the AXUG Life Sciences SIG and
view the event calendar at www.AXUG.com or contact
[email protected]. AXUG
Introducing theLIFE SCIENCES GROUP
Fall 2013 13
It might just be its Texas heritage, but
Houston does things in a big way. It
occupies 627 square miles; in terms of
population, Chicago be warned: Houston
is number four and growing. There’s a 12-
acre park in the middle of downtown, performing
arts venues galore, and professional baseball,
soccer, football, and basketball. It’s easy to get to
by plane, train, and automobile, and, with NASA
headquarters in town, it serves as a gateway of
sorts to the heavens. There are more than 5,000
restaurants, many thousands of hotel rooms, and
a recent designation as “coolest city in America”
courtesy of Forbes. Not surprisingly, the Super
Bowl will be played in Houston in 2017.
To help keep things moving in the right
direction, Houston First Corporation was
formed as a local government corporation
when a smaller agency and a city department
were consolidated in 2011. The mission of
the organization is to serve as an economic
generator. It operates the convention center,
seven performing arts venues, parking
structures, outdoor plazas, and green space for
the city. It also owns the 1,200-room hotel that’s
connected to the convention center.
As chief financial officer, Brenda Bazan’s
duties include overseeing the treasury, debt
management, HR, and procurement. But
her mission is to build the framework for the
relatively young organization. “When we were
formed, we had to establish all the systems and
workflows,” she says. “We had to find systems
for accounting and procurement, which were
previously provided by the city.”
And the new organization had to do so
quickly. Houston First is funded largely by the
hotel occupancy tax, which is used by three
different organizations. The merger placed the
decisions on how to use those funds under
the direction of one board. Finally, there were
the constraints of the fiscal year. “We had two
months to implement,” Brenda says matter-
of-factly.
A Quest for Integration
Brenda had a simple goal when she set out to
find an ERP solution: “We wanted a system that
was integrated and could function for all our
needs,” she says. “At the city we had different
systems for different purposes, so we wanted
something integrated that would help us give our
internal clients the data they need to run their
facilities.”
Affordability and ease were factors as well.
“We’re a lean company,” she says. “We didn’t have
the resources to hire additional staff. We had to
do the implementation on top of our daily jobs.
And it had to cover encumbrance accounting.”
Microsoft Dynamics AX
2012 Public Sector
Not one to fear forging new territory, Brenda
and her team selected a solution that, while
relatively recent, was backed by one of the most
recognized technology brands in the world. “We
were one of the earliest purchasers of this system,
so we expected some challenges,” she says. “And
we’re moving toward realizing the full scope of
benefits we were seeking.”
So far, Brenda says that integration is
everything she’d hoped for. “The solution has
reduced the risk of error with a hard stop that
keeps us from overspending on budget,” she says.
“We’re also not doing duplicate entries because
our event software and our accounting software
integrate. That not only reduces errors, but it also
saves time as well.”
True to the state where they live and work,
Brenda and her team have big plans for how
they’re going to use Microsoft Dynamics AX
in the future. What she’s looking forward to
most is implementing the budget planning
module, which she expects will happen in the
R2 upgrade. “When we viewed the demo, it was
fantastic,” she says.
A year ago Houston First implemented
general ledger, procurement, accounts payable,
budgeting, and cash and bank management.
Houston First
Corporation
COMPANYHouston First Corporation
HEADQUARTERSHouston, Texas
INTERVIEWEEBrenda Bazan
WEBSITE www.houstonfirst.com
ESTABLISHED 2011
NUMBER OF EMPLOYEES
120
MICROSOFT DYNAMICS® AX USER SINCEJuly 1, 2012
NUMBER OF USERS30
AXUG® MEMBER SINCE
May 2013
Planning Big in Houston
14 AXUG Magazine
showcaseU S E R M E M B E R
AXtension® AXcelerator® for Service Industries allows Project Managers to accurately manage more projects in less time, and allows for maximized use of available resources within the calculated costs.
AXtension solutions further enrich Microsoft Dynamics AX for service industries by providing in-depth functionality for needs such as:
AXtension® AXcelerator® for
Service Industries
Request an online demo via AXtension.com
At the moment, Brenda and her team are in the process of
implementing several features within various Microsoft Dynamics
AX modules, including purchase agreements, the National
Automated Clearing House Association (which will enable wireless
payments to vendors), bank-to-bank functionality, and the vendor
portal.
Moving the Solution Forward
Brenda and her team are taking a two-pronged approach to
participating in the solution’s evolution.
First, they participate in the User group. “This is the third time
I’ve implemented a new system, and to me networking is critical,”
she says. “Part of what attracted us to Microsoft Dynamics is that
it can grow with us. But the only way we can get the most out of the
modules and at the same time share our experience with Microsoft is
to go to the groups and meet others who are using the same systems
and are also having challenges.”
Members of Brenda’s team attended a User group meeting hosted
by the TOLA Chapter, which includes Users from Texas, Oklahoma,
Louisiana, and Arkansas. “The chapter meeting we attended in May
was in Houston, and it was good,” she says. “It was introductory, but
we got a chance to introduce our organization and share some of the
challenges we were having with reports.”
The second prong is to establish clear lines of communication
with Microsoft, both through the User group and by attending
Convergence, the annual Microsoft Dynamics Customer
conference. “We participated in the roundtable meeting at
Convergence,” Brenda says. “Since we’re one of the first adopters of
the public sector version of the solution, we plan to be out on the
front end of its evolution. We had the developer with us at the table,
and we had a very detailed conversation about the solution and the
challenges we’ve had. My entire team and I very much look forward
to partnering with Microsoft on future releases of the public sector
version of the solution.” AXUG
Fall 2013 15
16 AXUG Magazine
by Nima Bakhtiary, Arbela Technologies, AXUG® Premium Partner illustration Dave Swang
Upgrading to Microsoft Dynamics AX 2012 continues to be a hot topic among Microsoft Dynamics
AX Users. Some of the most common questions are: Should I upgrade? What is the value and
return on investment (ROI) of the upgrade? When is a good time to upgrade? What are the
risks associated with the new release? Do I upgrade or re-implement?
The ROI depends on how quickly companies can leverage the new capabilities of Microsoft
Dynamics AX 2012 – the solution has more than 400 new capabilities compared to previous releases; see below
for a graphical and rated comparison – including process, lean manufacturing, improved inter–company,
expense management, HR, and more.
OR
Fall 2013 17
However, many times upgrade projects do not achieve
the original goals and objectives of the upgrade. This is
often caused by the lack of executive management support
as well as the lack of an experienced project manager who
can navigate the stages of the project (setting the objectives,
strategies, and effectively using necessary resources). A
good checklist for starting an upgrade project includes:
» Engage with your Partner and plan ahead; make
sure your Partner has the experience and sufficient
resources for the upgrade
» Kick off an assessment phase and come to a go/no go
decision
» Clearly define your project goals
» Establish your ROI and total cost of ownership
estimates
» Analyze the new Microsoft Dynamics AX 2012
licensing model to understand the types of Users you
need and will have after upgrading
» Make sure you get a 12-month upgrade grace period
from Microsoft (in writing)
» Go through the project planning checklist
One of the deliverables from the assessment stage is the
project goals and strategies. The goals/benefit of the upgrade
would be based on process reengineering opportunities
and effectively using the new capabilities. Your Partner can
play the advisor role by facilitating workshops using the
standard Microsoft Dynamics AX 2012 processes. Typical
goals from the assessment process would be:
» Improve operation efficiency
» Re-engineer processes to leverage new functionality
and design
» Use new functionality to satisfy pain points
» Use new functionality to eliminate previously needed
modifications and customizations
» “Get real-time” – get more processes on the system
such as sales, service, etc.
» Minimize the cost of the upgrade
» Phase the approach – define your roll-out phases with
their specific business values
Identifying the correct strategies can also play a big role
in your project success. We find that our clients’ experience
in the first round of the ERP implementation can play a big
role in setting strategies such as:
» Partner to play the advisor role throughout the process
by holding workshops and technical support
» Client super Users to do the bulk of the setup,
documenting, and testing work to reduce the cost and
make sure the team owns the system
» Leverage Microsoft Dynamics Sure Step
» Document processes to reduce business risks (SOX,
audits, etc.)
» Train the super Users and the IT team as the first line
of support
One key area of the assessment stage is identifying the
upgrade type. Microsoft Dynamics AX 2012 comes with a
standard data and code upgrade process that might not be
a good solution for you due to excessive customization and/
or data quality. If your data needs extensive cleansing and
your customizations are no longer needed, you may want
to consider a hybrid upgrade or a total re-implementation
approach. The graphic below shows upgrade types and
their level of effort.
The total cost of ownership of customization is significant.
Therefore, upgrade with future upgrades in mind as
Microsoft Dynamics AX 2012 is on a fast, new feature
introduction path. After exhaustive process reengineering
to avoid customization, work with your Partner to try and
find a pointed and non-invasive ISV solution if possible.
Then, if you must optimize, work with your Partner and
design the customization so it won’t be invasive and can
easily be upgraded when needed.
One key success factor is a well-planned roll-out
approach and scope of the project. One very successful
roll-out approach is to replace the existing capabilities
using the standard Microsoft Dynamics AX 2012
functionality and introduce the “easy to deploy”
capabilities of the solution. This new functionality
is typically focused on better collaboration (“real-
time” enterprise) such as utilizing workflow, purchase
requisition, case management in customer service, KPI
and exception management, better security to meet the
auditing requirements, and so on.
Upgrades and re-implementations can be draining,
especially when your super Users are involved. It is
important to keep the project going by consistent
communication, executive reviews, and scope management.
Successful upgrade benefits are sometimes realized in the
long term; however, good project planning can give short-
term benefits where a business could get a needed boost,
especially in these economic conditions. AXUG
Nima Bakhtiary is managing partner at Arbela Technologies,
an AXUG Premium Partner. He can be reached at 310-990-
7959 or [email protected].
Upgrade Types
Level of Effort
18 AXUG Magazine
800.997.9921 www.altec-inc.com
doc-link
doc-link
doc-link
doc-link™ The Keyto Going
Paperless
Congratulations to Julie Ritzman from U.S. Venture, Inc. for winning the Spring 2013 Word
Find. Your prize is in the mail, Julie! Below are 25 words that relate to the topics and theme
in this issue of AXUG® Magazine. These words can be found in the grid horizontally, vertically,
diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win
a gift certificate; simply scan and email your entry to [email protected].
Advice
AXUG
Bottomline Technologies
Client Strategy Group
Collaborate
Community
Fluidigm
Global Branches
Health Sciences
Kevin Kidder
Knowledge
Member
Microsoft Dynamics
Nima Bakhtiary
Pepijn Richter
Regional Chapters
Resources
SIG
Summit
Tips and Tricks
Upgrading
User
Volunteer
Webinars
Zvika Rimalt
B O T T O M L I S C I M A N Y D T F O S O R C I M
R R E B M E M T I M M G U S R N I M A B A K S C I
R C H A P T E T R S F L U I D I G M R S T U R L M
E E N I V E K I Y L N O E R S M T L N E M R S I A
G H L A T S R P G E F B N O L A D T Y M C S K E N
I C N C X R S S E R L A T T L B Y N I E H R C N Y
O N W O A U L A T E U L T T S A N T T R A E C T D
N N E L R P G N A T I B L O E K A M I T P D I S T
A A B L B G L D R H D R A M C H M E N R T D R T T
L R I A L R N T T C D A M L C T I M U E E I T R F
C B N A A A E R S I I N I I R I C M M E R K D A O
H L A B B D R I T R G C R N U A S B M T S N N T S
A A R O O I S C N N M H A E O R T E O N R I A E O
P B S R L N E K E J M E K T S Y L R C U E V S G R
T O L A G C N S I I E S I E E R S I G L G E P Y C
E L T T I G S R L P E N V C R L T S R O I K I G I
R G L V N E Y R C E S T Z H L N E R S V O T T R M
S I D G O L T O N P H C E T E T A R O B A L L O C
H A M I C R I O S O F T D Y N A M I C R T I P U E
T V O L U K N O W L E D G E U P G R A D E I N P B
L R E G I O U R R E D D I K S E C N E I C S R M M
A L W O N K M O B A L L O C G N I D A R G P U O E
E B O T T O M L I N E T E C H N O L O G I E S C M
H G L O B A O A D V I S E C N E I C S H T L A E H
R E S O U R C E S C L I E N T S T R A T E G Y G R
Fall 2013 21
Now in its 10th year
of business, Client
Strategy Group
(CSG) is a Microsoft
Gold Certified
Partner in ERP and Microsoft Silver
Certified Partner in Application
Integration, Business Intelligence,
Data Platform, and Mobility. CSG
is fully dedicated to providing
professional services for Microsoft
Dynamics AX Users, focusing on
Microsoft Dynamics AX system
performance, business intelligence,
and Microsoft Dynamics AX upgrades and data management.
AXUG: How did your organization get started with Microsoft Dynamics AX?Joel Pietrantozzi (JP): CSG started out as a technology
consulting firm that focused on assisting organizations with
selecting ERP solutions. We would gather a company’s business
requirements, identify which ERPs looked like a fit, develop an
RFP, and work with the client from the demo phase to their ERP
selection.
Microsoft Dynamics AX
started to pique our interest
as it was winning a high
number of the selection
projects we worked on. We
did our first implementation
when our client’s Microsoft
Dynamics Partner could not
complete the implementation.
Since we knew the business
requirements, we took them
through the rest of the implementation.
AXUG: Nothing like baptism by fire!JP: Right, but with baptism comes renewal. In addition to
supporting this Microsoft Dynamics AX client, CSG developed
and started to market business intelligence and mobility solutions
that integrated with Microsoft Dynamics AX. CSG won the 2009
Microsoft Partner of the Year for Mobility Solutions in Business
Applications for a Point-of-Sale - Inventory Management
solution we developed which ran on a Windows Mobile device
and was fully integrated with Microsoft Dynamics AX.
As we marketed these solutions to the Microsoft Dynamics AX
community, we also received many requests to assist Customers
with supporting and enhancing their Microsoft Dynamics AX
solution. In 2008, we decided to become a Microsoft Certified
Gold Partner and emphasized our focus on providing Microsoft
Dynamics AX services.
AXUG: Given your past ERP experiences, what do you like most about working with Microsoft Dynamics AX? JP: First off, it’s a great product. Microsoft Dynamics AX 2012 is
a true tier-1 ERP solution that can go head-to-head with other
tier-1 solutions.
And as opposed to say, SAP and Oracle, which are built on
proprietary technologies, with every new release, Microsoft
incorporates more Microsoft technologies into Microsoft
Dynamics AX. Microsoft’s adoption of base technology into the
Microsoft Dynamics AX solution will be a strong incentive for
organizations to license Microsoft Dynamics AX.
Our past experiences gave us an enterprise-wide view of what
ERP systems are trying to do, which helps us understand base
functionality as well as what we need to do if there is a gap to
close.
AXUG: Let’s talk a little about the work you do with upgrades. How does your organization approach a Microsoft Dynamics AX upgrade?JP: Before we begin an upgrade, we
start with an initial project we call
a Microsoft Dynamics AX 2012
Upgrade Analysis. This is a much
smaller project where we go in and
look at everything in the User’s
current Microsoft Dynamics AX
environment, including systems,
infrastructure, modifications, the
number of reports they’re utilizing, and third-party applications
and other integrations. Next we examine the Microsoft Dynamics
AX database and come up with a data migration plan. Finally
we do a training assessment, figuring out what the organization
needs to do from a User and IT/technical training standpoint
so that they can support the Microsoft Dynamics AX 2012
environment. The result of the Upgrade Analysis is a deliverable
that identifies the scope of the upgrade project which allows CSG
and the client to determine how our combined resources will
complete the upgrade project.
CSG’s upgrade approach is “hybrid” in that it is based on
educating our clients on how they can utilize the solution
at its base level to meet their needs and then identify which
Client Strategy
Group
Joel Pietrantozzi, executive vice president of Client Strategy Group and AX Partner Connections Advisory Board member
CLIENT STRATEGY GROUP
22 AXUG Magazine
showcaseVAR PARTNER MEMBER
modifications need to be migrated from their current installation of
Microsoft Dynamics AX. We take our Customers through a process
of understanding how basic functionality of Microsoft Dynamics AX
2012 aligns with their critical business processes, and then modify
the solution where necessary. This approach meets the goals of many
organizations that are considering an upgrade and may want to
remove any unnecessary modifications to their current installation.
AXUG: What do your Customers enjoy about this process?JP: They gain an understanding of what the scope of the upgrade
will be so that they can communicate that information throughout
their organization. It’s all about managing expectations, which is 80
percent of the battle on any high-visibility projects.
AXUG: What do you like most about the Microsoft Dynamics AX community?
JP: A strong User Group community is very valuable to an ERP
solution. When we did ERP evaluation and selection projects, we
investigated the strength of the User Group community for each
solution. We found that ERP solutions that did not have a strong User
Group community also did not have as strong of a market share and
may not be viable for a long-term investment.
The Microsoft Dynamics AX and AXUG communities are very
strong and get stronger each year. My advice for new Members is
to get involved as soon as they are able. CSG teaches several AXUG
Academy classes, so I encourage you to take a look at the AXUG
Academy class schedules, find topics and subject matter areas that
are meaningful to your organization, and then invest some time in
those classes. AXUG is a great resource for Microsoft Dynamics AX
knowledge. If you’re a Member, I encourage you to use the privilege
of your membership. AXUG
Convergence 2014Will You Be There?Fact: 98% of customers who attend Convergence choose to attend again.If you’re a Convergence veteran, you know it pays to plan ahead to make the most of your conference experience.And if you’re new to the Convergence experience, start planning now and get in on all the latest updates and savings!
For more information go to:www.microsoft.com/dynamics/convergenceor email [email protected] questions.
Save the Date!Convergence AtlantaMarch 4-7, 2014
4-7
Fall 2013 23
topicon
...with AXUG Members We asked three AXUG® Members for their best upgrade advice. Here’s what they had to share.
1
3
2
24 AXUG Magazine
1 | Grant Wilson ERP Manager
ATK
Don’t forget the data. Most upgrades focus on getting
customizations and add-ins as a first step and then test with a basic
set of data. While this can provide a good starting point, most
problems and issues are only discovered once a complete data set is
used. The natural variability of real data is the only way to properly
test a system. A proper upgrade will also find potential performance
issues from a complete data set or outliers in customizations.
2 | Paula WegerVP Risk Management & ERP Project Manager
Stupp Bros., Inc.
The development of a dedicated implementation team for the project
is imperative. These people comprise internal and external personnel
who have IS/IT and software expertise, as well as key operational Users
who will be critical to a successful implementation. Getting the right
people on this team, setting proper expectations, and ensuring that all
team members have a single definition of implementation success is of
utmost importance.
Clear, concise, and regular communication, as well as a single place to
view project status, planned steps, action items, and meeting minutes is
helpful to keep alignment on both direction and key decisions. A good
project manager who can work with multiple implementation teams,
internal business process owners, and Partners is assumed.
3 | Seth DerevenskyConsulting Director
Junction Solutions
As a Partner who recently completed an extensive upgrade to
Microsoft Dynamics AX 2012, here is a small sample of some of the
high-level recommendations:
1. Quality Assurance – Above anything, it is imperative that full
system and regression testing is completed against not just the
migrated customized code, but also business processes against the
upgraded data and transactions. Be sure to include the execution of
your scheduled batch jobs, inventory close, financial close, etc.
2. Mock Go-Live – Peform several go-live simulations prior to your
actual go-live. Ensure that you have a comprehensive checklist of
go-live activities that are executed and accounted for, including the
financial back-end tie-outs.
3. Upgrade Strategy – Review and determine the data upgrade
strategy. This is dependent on your data volumes and how long the
business is willing to remain offline during this process. Extremely
high transactional volumes or tables with significant amounts of
data should be reviewed for truncation depending on the amount
of time the data upgrade takes (hardware and DB space also plays a
role here).
4. Disk Space – Review the disk space and ensure that you have enough
capacity on the respective servers to accommodate the upgrade.
5. Performance Testing/Tuning – Please do not discount the
importance of performance testing and tuning. This could vary from
AIF integrations to batch processing to standard business process
flows. This increases depending on the amount of customizations.
(Seth has published a Microsoft Dynamics AX performance
whitepaper, available for download at www.junctionsolutions.com/
axperformancetesting.) AXUG
topicon
Fall 2013 25
Congratulations to our Spring 2013
contest winner, Jessica Roybal from
mcaConnect. Jessica found the logo
on page 19 of the Spring 2013
issue of AXUG® Magazine.
Let’s play again. Hidden
somewhere between the
covers of this magazine
is our AXUG logo.
Can you find it?
While our logo shows up throughout
the magazine in conventional spots, it’s
hidden in only one place.
When you’ve found it, send an email to [email protected] with
an explanation of where and on what
page it’s at. We’ll choose a winner at
random and will highlight him/her in the next issue of the magazine.
Tad Dockstader, from Kurt J. Lesker Company and a presenter at Th e AXUG® Event in
Rome this past January, visiting with Christian Rytt and Michael Neipper, members of the
Microsoft Dynamics AX R&D team.
What might these gentlemen be discussing? Simply email your submission to
[email protected]. Th e winning submission will be printed in the magazine’s
next issue.
contestNAME THAT PHOTO
RE
SU
LTS
Congratulations! Congrats to BRANDON SPENCER from ICM APPS TEAM for winning last quarter’s contest with his submission of “You say they are giving away an XBOX in that one?” Brandon – your prize is in the mail!
Spring 2013 19
om
good luck!
C O N T E S T
f ind the
Fall 2013 27
AXUG® sat down with members of the Microsoft Dynamics
AX team, Pepijn Richter, director, product marketing,
and Kevin Kidder, principal escalation engineer, to
talk about upgrade tools and their advice for Users
who are contemplating an upgrade.
AXUG: Let’s talk about the tools available to help a User upgrade to Microsoft Dynamics AX 2012.Kevin Kidder (KK): The tools available for upgrading to Microsoft
Dynamics AX 2012 are pre-packaged upgrade scripts. We also
have frameworks available for writing your own scripts, and MSDN
features whitepapers on topics such as how to write upgrade scripts,
areas in the product that have changed, and scripts that help migrate
data into the correct format.
A lot of the documentation and whitepapers take on a “look at
what we did, copy, and make changes based on your org” mentality.
In addition to those scripts and frameworks, we have tools
such as Security Advisor, which helps a User understand the role
changes between Microsoft Dynamics AX 2009 and those defined
in Microsoft Dynamics AX 2012. We also have a tool called Upgrade
Analysis within our new Lifecycle Services Customer portal (https://
lcs.dynamics.com) and a Code Advisor tool available on Information
Source as a beta code pattern analysis/replacement tool.
AXUG: What’s the key to a successful upgrade?KK: We typically recommend that Users work with Partners, as Partners
are likely to have done similar upgrades before. There are some Users
who have done it themselves and been fine; others have struggled.
Pepijn Richter (PR): Correct. The experience a User has if their
Partner has done upgrades to Microsoft Dynamics AX 2012 a couple
of times is a better experience, since that Partner builds on their
experience each time they do an upgrade.
KK: You also need to make sure the ISV products you use are upgraded
before you start the process. Overall, it’s much more a process of
planning than the actual execution.
AXUG: Let’s talk about that process. What are the first steps in planning for an upgrade?KK: It’s important to try to understand what you have in your system
currently and what you want to bring forward, such as ISV products
and your data. Regarding data, you should ask yourself if there is
information you want to archive to reduce the cycle for the upgrade.
For example, you could bring five to seven years of data ahead instead
of 10 years of information. I recommend Users use the Intelligent
Data Management Framework (IDMF) tool for data management.
After reviewing ISV products and your data, look at the
customizations in place. Take an overall inventory of customizations,
then find a Partner who has used Microsoft Dynamics AX 2012 to see
if they are needed anymore. We’ve found that people can get rid of
almost half of their customizations when they move from a previous
version to Microsoft Dynamics AX 2012.
Once you understand if you can get rid of some of the
customizations, you’ll know how much work there will be with the
upgrade itself; you can then plan it out from a timeline perspective.
RichterPEPIJN
KE
VIN
KID
DE
RK
EK
EK
EV
IV
IV
INNNKK
IK
IK
IDD
DD
DD
ER
ER
ER
PE
PIJ
N R
ICH
TE
RP
EP
EP
PI
PI
PI
NJNJNRR R
ICICICH
TH
TH
ER
ER
E
KidderKEVIN
&
28 AXUG Magazine
showcaseMICROSOFT MEMBER
You can do some code and data upgrades at the same time, but you
have to have your data structures defined before you can go very far
along the upgrade process.
AXUG: Are you to the point with Microsoft Dynamics AX 2012 where there is an average amount of time that an upgrade takes? Given “normal” circumstances, of course.KK: I would say six to nine months or maybe slightly longer. This is not
like upgrading to Microsoft Dynamics AX 2009. It’s a very different
process and definitely requires more planning than in the past.
AXUG: Besides infrastructure, what should a User consider when they’re looking at an upgrade?PR: There needs to be a business case for the upgrade. If you do
an upgrade, there should always be a business-related motivation.
Being on a new ERP technology foundation primarily delivers IT
operational efficiency benefits, as well as minimizes risk from less
customizations and a more scalable environment.
The new platform also helps Users expand their business process
footprint across the organization through modules such as case
management, eProcurement, budgetary control, and industry-
specific capabilities.
KK: That’s an excellent point. You have to have a reason to go, and
that has to be weighed against the cost to get there.
From a planning perspective, with all the changes in the processes,
you should also consider if you want to upgrade or just re-implement
the software. Even though we have a standard set of tools, in some
cases it makes sense to re-implement as a brand new Microsoft
Dynamics AX 2012 install and then bring in data, keeping the old
installs for historical reference.
PR: Organizations that purchased Microsoft Dynamics AX 4.0 in
2006 or 2007 have been on that version for quite some time. Their
organization has likely developed over the years and the scope
of Microsoft Dynamics AX within the organization has likely
increased.
This leads to much more ambitious need to support the business
and Microsoft Dynamics AX 2012 can satisfy that need.
KK: And similar to that growth to date, they should look at future
growth.
AXUG: What does the release calendar look like right now?PR: A new release is planned for quarter four of this calendar year
(2013). We released Microsoft Dynamics AX in August 2011;
in February 2012 we released the first feature pack, and then in
December 2012 we released Microsoft Dynamics AX 2012 R2. This
calendar illustrates the amount of innovation put into Microsoft
Dynamics AX 2012. We’ve put in so many capabilities over the last
two years that Users should get a lot of value out of the product.
AXUG: What will be included in the next feature pack?PR: Quite a bit: warehouse management, demand planning, mobile
POS, e-procurement, budget planning, and Windows 8 applications.
AXUG: Does Microsoft gather anecdotal feedback from Users after they’ve completed an upgrade? KK: We know that the amount of planning a User does absolutely pays
off in how the project is executed. Getting your employees trained
before going live is another important element. Having them as part
of testing cycles to see if the data is coming up correctly is important
because they’re the ones who know what it looked like before.
Planning and then having a trained employee base that understands
why you’re going to the new version is also pretty key.
AXUG: Any parting words of advice for our readers?KK: The biggest thing is to plan correctly, review all existing
customizations, and understand the available tools to migrate your
data forward. Then make an informed decision of whether to do a full
upgrade, re-implement some parts, or use a data import solution to
re-implement completely based on the needs of the User’s business.
Those are things we really push when we talk about upgrades. AXUG
Would you like to hear more from the Microsoft Dynamics AX team on the topic of upgrades? Log on to Virtual Convergence (www.microsoft.com/dynamics/convergence > My Convergence > Virtual Convergence) and check out their Deep Dive session (DDAX03) titled “Upgrading to Microsoft Dynamics AX 2012”, where the team discusses the upgrade process as well as how Microsoft Dynamics AX 2012 R2 differs from the first release.
Fall 2013 29
Ah, upgrades. The necessary evil of growing your
business, gaining functionality, and staying
current with technology that helps you work
more efficiently.
AXUG® sat down with four Users to talk
about their upgrade paths, processes that have helped them in
their organizations, and advice for fellow Users contemplating
their next upgrade.
Don Morrison works as an information technology manager
for Hexcel Corporation, a composite materials provider
to aerospace, defense, and industrial industries with 5,000
employees and locations around the world. Hexcel went live on
Microsoft Dynamics AX 4.0 in 2009 for customer-facing quotes
and sales order processing. The organization then started
working on a manufacturing, purchasing, finance, and logistics
deployment on Microsoft Dynamics AX 2012 that went live in
February 2013.
Tom Turney, IT manager, and Marjorie Nehring
Schmeerbauch, project manager/functional lead, work for
Beltservice Corporation, a manufacturer and fabricator of
conveyor belts with 10 locations across the United States,
Canada, and Mexico. Beltservice Corporation went live on
Microsoft Dynamics AX 3.0 in August 2005 and has been
upgrading to Microsoft Dynamics AX 2012 over the past year
with a go-live date anticipated for November 2013.
Eric Kuhn is a business solution manager at Olympic Steel, a
Cleveland, Ohio-headquartered steel service center that has been
in business since 1954 and operates in 34 facilities, covering more
than 3.6 million square feet in the United States and Mexico.
Olympic Steel purchased Microsoft Dynamics AX in 2009, but
there was a delay in the project when the location of the first
implementation was changed due to business reasons.
The Path to the Upgrade
Hexcel’s upgrade took a pretty straight path. After they went live
in 2009, they immediately started working on a manufacturing,
purchasing, finance, and logistics deployment on Microsoft
Dynamics AX 2012 for their Colorado site. The organization now
has 15 sites on Microsoft Dynamics AX, with all but one still on
Microsoft Dynamics AX 4.0. Their plan is that the next site, Salt
Lake City, will go live on Microsoft Dynamics AX 2012 R2.
Beltservice’s upgrade path was a little more of a round-about.
“Version 3.0 was modified heavily to meet our custom business
requirements, so our upgrade path was stymied by our ability
to upgrade the data,” says Marjorie. “By the time we got to a
point where we were comfortable with upgrading to Microsoft
Dynamics AX 2009, Microsoft announced Microsoft Dynamics
AX 2012, so we decided to go that route instead.”
After the initial implementation site was changed, Olympic
Steel considered moving directly to Microsoft Dynamics AX
2012 instead of Microsoft Dynamics AX 2009. “Microsoft
had purchased Process Industries from Fullscope, and this
functionality and integration was key to all of our future plans,
so the fact that Microsoft was integrating it into the standard
package made it a consideration we needed to look at,” says Eric.
“Unfortunately the release date for Microsoft Dynamics AX
2012 was pushed back, thus taking the feasibility out of waiting
for the new release. We continued on the Microsoft Dynamics
AX 2009 path and went live on that platform with some select
modifications for the new location.”
Challenges Along the Way
Each project has its challenges, and an upgrade is no different.
Marjorie shares that upgrading to Microsoft Dynamics AX
2012 R2 required a blank slate, which was a challenge based on
their organization size. “It was a bit challenge as we don’t have
20 IT staff who can work on this full time,” she says. “Our team
is pretty small, and it’s always been a challenge on a project of
this scope. To do this sort of thing, you really need to have a lot
of horsepower behind it.”
Don’s main challenges with the upgrade came down to people,
processes, and keeping both on the same page. “We were caught
off-guard by a couple of things at the go-live time. We had been
talking about warehouse locations and heard that we didn’t have
any materials in a particular warehouse, so it shouldn’t be an
issue for warehouse scheduling,” says Don. “The day before go-
live, we found out that there was inventory in the wrong spot
and that people had started putting stuff in that warehouse two
weeks ago. Knowing business processes – and ensuring they’re
the same right up until go-live – is tricky business.”
To Upgrade or Re-Implement, That
is the Question
Don’s organization has experienced both “standard” upgrades
and the re-implementation of a newer product. When asked to
choose which was easier to manage, it was a draw since the scope
of the projects was so different as Hexcel chose to upgrade those
sites that were running a full “soup to nuts” implementation of
Microsoft Dynamics AX 4.0 and re-implement the sites that
were using only parts of Microsoft Dynamics AX.
Tom advises that if you’re jumping multiple versions, that you
seriously consider a re-implementation instead of an upgrade.
“Trying to move all the data and looking at how much has
changed with the product itself, it didn’t work out very well for
us to upgrade,” he says. “A re-implementation also gives you an
opportunity to re-evaluate the decisions and modifications you
made in the earlier version.”
Perfecting the Process
A smooth go-live date isn’t just the stuff of dreams. Having
a process in plan – and following it – will help you reap the
ultimate reward.
A first step in the process is engaging a Partner and having a true
understanding of the scope, according to Marjorie. “Engage your
Partner and understand the functionality before you move data
over,” she says. “You should also spend a lot of time testing and
seeing what the functionality can do as that really shaped our master
data setup.” Another thing Marjorie advises is to engage Microsoft,
either by purchasing a support plan to get Microsoft’s help directly
or using their tools to submit feedback and possible bugs.
Don focuses on people, process, technology, and data when
looking at an upgrade. “We had two conference room pilots
to prepare for the upgrade,” he says. “The first was six months
out and was a walkthrough rehearsal to make sure people were
clear on their roles. From there we surfaced problems, worked
on technology issues, and identified if individuals needed
more training. Four weeks before the upgrade, we hold a dress
rehearsal where the implementation team watches Users as they
work in the system.”
“The shop floor has an additional rehearsal, where mock areas
are set up for operators to use scanners and access materials,
doing all of their functions like a User would with a PC and
screen,” says Don. “Making sure that it’s not just talked about
but actually done is hugely important.”
People, processes, and technology taken care of, Don moves
USER
PERSPECTIVE
UPGR
ADE
BEST
PRA
CTIC
ES
32 AXUG Magazine
Arrrr“
WHO CAN THE BUCCANEERS
TRUST TO TRACK
THEIR LOOT?
#1 ADC Solution for Microsoft
Dynamics AX!
AXUG Summit 2013 Oct. 22-25, Tampa FLX MARKS THE SPOT:
STOP BY BOOTH 313 FOR A DEMO
Accuracy Visibility Productivity ...
You too can Increase:
Across your Supply Chain!
on to data. “You need to practice that
migration a thousand times as Microsoft
Dynamics AX is completely unforgiving
once the data is in,” he says.
A final part of that process lies in not
rushing the upgrade. “We were targeting a
go-live in May, but some of the code changes
came in late, so we decided to bump it back,”
says Eric. “That extra time means that we’ve
gotten all the Users trained, and they’re able
to transact in both systems. Waiting meant
that we had much greater quality in code
and our Users’ confidence.”
Remember the Benefits
It may be a long road, but there’s a
reason you’re doing the upgrade (or re-
implementation, as the case may be).
“We’ve seen a huge improvement in
inventory management since we were
previously doing that manually,” says Don.
“We also have much better information,
which some people don’t like as it’s exposing
a lot of information and is very transparent.”
Additionally, Hexcel has seen their order
magnitude decrease after implementing
RF-SMART to do barcode transactions.
Outside of the new features and
functionality for which you’ve pined, there
are some ancillary benefits that come from
the upgrade process.
“As a functional lead, there are times
when you sit with business Users, and
they’ll roll their eyes and wonder why
we would set up something ‘like that’,”
Marjorie says. “Other times they’ll applaud,
anticipating the new functionality. It was a
big milestone when our risk-averse CFO
said we needed the new technology he saw
in Microsoft Dynamics AX 2012.”
Tom shares that he’ll be glad when he
can stop worrying about running out
of record IDs, as they did last year. “It’s
reminded us that we needed to keep with
an upgrade path and can’t keep using this
version forever,” he says.
Additional Advice for
Your Journey
Eric encourages Users to first understand
what Microsoft Dynamics AX 2012 can do
in its native state. “You could easily migrate
code as it exists today, but look at the new
features in Microsoft Dynamics AX 2012,
and if you have something that mimics
that functionality, use it as an opportunity
to get more in line with what Microsoft is
doing,” he says. “That not only helps prevent
you from building on a bad foundation, but
also helps you leverage what they’re doing
instead of doing the heavy lifting yourself.”
An upgrade is also a time for you to
reinvent your business processes as you look at what you’re currently doing and evaluate if you
need to continue those efforts.
“Don’t hesitate to reconsider what you’re doing and if you need to do it,” says Eric. “We looked
at some of the reports we created the first time around and found that they weren’t being used.
We removed them for the upgrade, which helped our timeline and our costs. Don’t be afraid to
admit you made a mistake and fix it.”
Tom agrees with Eric’s sentiment on staying as close to out-of-the-box as possible. “Unless
there’s a very good reason to change things, don’t do it,” he says. “That way you’ll avoid having to
pay for it when you make upgrades down the road.”
Another piece of advice is to look to your fellow Users for help. “When we were first engaging
in this process, it helped when we realized that others were experiencing the same pain point,”
says Marjorie.
Tom agrees, “We can talk with others who are encountering the same issue and between three
to four people, you can come up with some sort of solution.” AXUG
Fall 2013 33
This looks like a serious meeting of the minds; glad we caught it! Let’s imagine they’re
creating a new feature for Microsoft Dynamics AX. What would it be?
Simply email your submission to [email protected]. The winning submission
will be printed in the magazine’s next issue.
contestNAME THAT PHOTO
RE
SU
LTS
Congratulations!
Congrats to Mel Sumrell from Priefert for winning last issue’s contest with his submission of “I reduced Big Data down to this size to fit on my laptop.” Mel – your prize is in the mail!
34 AXUG Magazine
Bottomline Technologies
provides cloud-
based payment, cash
management, and
transactional document
systems. The company’s document
management products are used to
automate financial and other paper-
centric business processes with
functionality for document design,
multi-channel delivery and storage,
as well as automated AP invoice capture, workflow, and reporting.
Bottomline’s solutions leverage the Microsoft SharePoint® platform,
and can integrate with all Microsoft Dynamics applications.
AXUG: What do you have coming up for your Customers?Jeff Butts (JB): We recently combined with 5280 Dynamic
Solutions, whose offering focused on AP automation based on
SharePoint, as well as a product called Dynamic Filer, which offers
a content-specific integration
between an ERP system and
SharePoint for easy indexing
and storage of documents.
We’re now offering these
solutions to the market under
their new names of Transform®
AP and Transform® Filer.
AXUG: Congratulations on the acquisition. How has the transition gone?JB: Very well. We’ve had a great amount of adoption in a short
period of time, bringing the new products to our existing
Customer base and driving new Cusotmers. We work with a large
number of Partners in the Microsoft Dynamics community, and
they’re accepting it very well.
AXUG: We’ve been glad to have your organization as part of AXUG over the years. What’s been the most important aspect of your membership?JB: One of the unique things about AXUG is that it gives us
visibility into Users’ organizations as well as time with a very
engaged Partner community. This helps us with visibility and
education about what we do, enables us to gather enhancement
requirements from Users, and is an opportunity to introduce
ourselves and become engaged with Partners.
AXUG: Do you have enhancements coming soon for your products?JB: We do. With regard to mobility, we’ll continue to add
functionality relevant to the mobile workforce in our
solutions. The other enhancement is support for the cloud. As
Microsoft Dynamics continues to move to the cloud, we’ll have
complementary cloud solutions.
We’re also continuing to innovate and support our Create!form®
product, which is a document output management product that
we’re fortunate to have as a recognized name in the industry.
AXUG: Speaking of enhancements, the theme for our magazine this issue is centered on upgrades. What’s the upgrade process like for your Customers when you release a
new product?JB: Typically if you’re rolling
into a new version of Microsoft
Dynamics AX with document
management, the upgrade is
seamless, and the Customer
wouldn’t necessarily have to do a
lot of other things. With regard
to AP automation, that depends
on the business process and the workflow complexity that the
User has outlined.
AXUG: What do you like about working within the Microsoft Dynamics AX community?JB: They’re very Partner-friendly. Within this ecosystem, ISVs
and Partners tend to work together very well, and we’ve seen
tremendous growth over the last four to five years.
AXUG: What do you like about what you do?JB: I enjoy working with my team. We have a strong culture.
“With and for each other” is a guiding principle, and we work
very well together. AXUG
Bottomline
Technologies
showcaseISV PARTNER MEMBER
Jeff Butts
®
User Testimonial:“Transform Filer really met all our requirements and allowed us to leverage investments we had already made in SharePoint, as well as existing hardware for document scanning.”
Leslie Holder, manager, financial systems for the Government of Bermuda, Office of the Accountant General
Fall 2013 35
Maximize The Potential Of Your Microsoft Dynamics AX Maximize The Potential Of Your Microsoft Dynamics AX Maximize The Potential Of Your Microsoft Dynamics AX Food, Oil & Gas, Life Sciences, ManufacturingFood, Oil & Gas, Life Sciences, ManufacturingFood, Oil & Gas, Life Sciences, Manufacturing
Dual Units of Measure (UOM) Receive, pick, pack and ship inventory using multiple Units Of Measure with AxoLOGIX. Warehouse & Shipping Visibility Visibility by locations, quantity, lot, expiration date and serial number. Real-time Data Management & EDI Streamlined inventory management, preserva-tion, storage and Built-in traceability; Real-time visibility across warehouses; EDI & more..
Enhanced Microsoft Dynamics AX Features Functionality for Pharmaceuticals, bio- pharmaceuticals, Medical Devices, NHPs/ Vitamins /Supplements; Fully integrated with Quality and R&D. Global Regulatory Compliance Supports computer system validation to meet GMP, GDP Directive and 21 CFR Part 11 compliance (FDA, Health Canada & EU); Compliance experts to support CSV with ERP Implementation. Computer System Validation Toolkit CSV Toolkit includes template documentation for IQ/OQ/DQ/FS/ SRS protocols; UAT test cases, Risk Analysis, Traceability Matrix and Validation Plan.
Toronto 905 854 6059
Houston 713 900 4271
Bengaluru [email protected]
www.AxSourceInfotech.com
www.AxoPHARM.com www.AxoLOGIX.com
Manage Quality, Compliance & Safety for Oil & Gas,
Pharmaceutical & Food & Beverage www.AxoQCS.COM
On-premise Solution and Services , Cloud (SaaS) and Hybrid Solution
www.AxoCLOUD.COM
ACADEMYcornerby Mark Rhodes, director of Member value
Have you been set up to fail? Or perhaps you’re setting
up others to fail? Statistics abound regarding how
our workforce and the skills needed to remain
competitive are changing faster than ever. Just one
example: in Merrill Lynch’s “The Book of Knowledge”,
it is predicted that 50 percent of employee skills become outdated in
three to five years. If you want your team to maintain even the status
quo, you must foster a learning culture and support that environment
with a variety of educational opportunities. Plenty of companies are
figuring this out already: the annual investment for employee learning
from U.S. organizations has grown to $200 billion a year.
What “training” looks like is evolving faster than ever as well.
Technology, economic factors, and the diminishing resource of time
all impact how our teams learn, yet make the time spent learning even
more critical. I can remember easily when your only option was to travel
to a remote location and sit in a classroom for several days. The content
was hit and miss, and it was the luck of the draw regarding the quality of
the instructor. Now, eLearning, online learning, and distance learning
are tried-and-true formats and fantastic options for focused, bring-the-
expert-to-you, high-value training. The shift has been remarkable:
» In the past 13 years, eLearning has experienced a 900 percent
growth.
» Now, more than 75 percent of American corporations use online
learning as one of their core training methods.
» Workforce.com states more than 70 percent of Fortune 500
companies’ technology-delivered training comes through
networked, online methods.
How does your organization compare? Are you leveraging these new opportunities to remain competitive?
At AXUG®, it’s our mission to continue to bring our Members
benefits that enhance their professional development and growth,
which is why we started the AXUG Academy. The AXUG Academy
provides you direct access to our own expert-led, online learning
The Revolution of eLearning
component we call AXUG Academy Distance Learning – at a fraction
of the cost of traditional training.
When you review the benefits of the AXUG Academy Distance
Learning, it’s pretty clear why it works:
» Zero Travel Costs (40 percent of employee training budgets go
towards travel)
» Lower Registration Fees (AXUG Member pricing is a fraction of
alternative education, plus, Premium Members and Microsoft
Service Plan Members save even more)
» Time (online learning courses are 25 to 60 percent shorter than
classroom training)
» Expert Instructors (subject matter experts who live and breathe
Microsoft Dynamics AX)
» Targeted Content (course subjects are based on User feedback to
deliver the content you are looking for)
» Hands-on Training (you can practice the content and apply the
curriculum immediately, with instructor feedback!)
» Retention (Online learning has been proven to improve
knowledge retention by up to 60 percent)
» CPE Credits (All AXUG Academy courses are eligible for CPE
credits)
To complement our distance learning courses throughout the year,
the AXUG Academy also offers half- and full-day training courses
prior to the annual AXUG Summit. Experts in Microsoft Dynamics
AX and related tools teach these in-person courses. Once again,
Premium Members and Microsoft Service Plan Members receive a
discount on tuition, and you can practice within Microsoft Dynamics
AX right in class.
It’s clear that the delivery of education and training will continue
to evolve, as will the offerings through the AXUG Academy. Are you
ready to equip your team for the future? If you’re not taking advantage
of this significant membership benefit, change that today and visit
www.AXUG.com/member-resources/academy. AXUG
www.AXUG.com/member-resources/academy
Fall 2013
We covered the User perspective on upgrades
(see page 32 for that article), now for the
Partner perspective.
AXUG® sat down with four AXUG
Premium Partners to talk about the
considerations a User should make when planning an upgrade,
from making a business case to data migration to the importance
of documentation. These Partners also shared common upgrade
pitfalls, in hope that you’re able to avoid them, as well as upgrade
benefits that go beyond new functionality.
Nima Bakhtiary, president and CEO of Arbela Technologies,
started upgrading to Microsoft Dynamics AX 2012 nine to 10
months before the product was released. To date, 50 percent
of the company’s upgrades are standard and the others are
re-implementations, starting fresh for Users who had a lot of
customizations that are no longer needed.
Joel Pietrantozzi, co-founder and principal of Client Strategy
Group, has completed numerous upgrades over his career,
bringing Users on all versions of Microsoft Dynamics AX up to
more current versions.
Sean Kenny, Microsoft Dynamics AX practice manager for
Tribridge, has been working with Microsoft Dynamics AX since
version 4.0, helping Users evaluate the right time and process to
upgrade their implementation.
Beth Wells, manager of project quality assurance for
Edgewater Fullscope, has predominately worked on the
planning side of upgrades, providing input and taking Users
through the necessary steps.
Measure the Value
One of the most important considerations is the value an
upgrade will bring to your organization.
“With Microsoft Dynamics AX 2012 being a Tier 1 solution,
it can offer functionality that helps Users build a business case
for the upgrade,” says Joel. “Oftentimes version 4.0 was modified
to do things that Microsoft Dynamics AX 2012 has as base
functionality, and Users want to get out of a heavily modified
environment. That functionality is a primary part of building
the business case since Users now have access to functionality
they didn’t have before, and it’s better to do an upgrade for a
business reason rather than for new technology.”
Once committed to the upgrade, figuring out the project
plan, understanding the necessary customizations, and getting
commitments from department heads are key, says Nima. “This
should not be an IT project; it should be a company project,” he
says. “Users should come up with an extensive plan that includes
participation from internal IT as well as key business Users.”
Determining the Path
Sean looks at upgrades from a “RICE” perspective: reports,
integrations, conversions, and enhancements, where the
volume needed for each dictates if the User should upgrade or
re-implement the software.
“It also depends on what version they’re on and what they’re
going to, but that analysis piece, the inherent functionality
between the new version and what they’ve modified, should
guide the User in their decision-making process of which
modifications should be kept and which should be replaced
with new functionality,” he says. “There is no one-size-fits-all
approach to an upgrade. It completely depends on size and
complexity, which is the difference between an upgrade taking
weeks versus months.”
Nima agrees, “The level of effort is directly related to cost, so
it’s important to identify the scope ahead of time and to ensure
the Partner has done that type of upgrade before to really get
it right.”
Allocating Resources
Another important element is making sure you have an
accurate idea of the amount of resources – financial, personnel,
and infrastructure – that will need to go into the upgrade.
“It’s important for Users to know how much and when their
human resources will be required,” says Nima. “You have to
factor those costs into the upgrade in addition to the costs
associated on the product and consulting side.”
From an allocation perspective, Nima recommends that
Users have a core or super User from each key business area in
order to make sure the upgrade plan is well-rounded.
“Engaging people who are very familiar with the existing
business processes and people who can really make decisions
will help make the upgrade planning a smoother experience,”
says Nima. “You also want to make sure those people can be
available and active participants in the actual upgrade.”
Joel shares that corner office support is key. “A highly visible
project is not an IT project,” he shares. “It may be managed
by IT, but you need the business backing and enforcement of
the project scope. Users should have an internal, functional
business analyst who knows Microsoft Dynamics AX and can
be a liaison between the technical and the business groups,
helping with the transition, training, and differences between
the versions.”
Beth agrees, “Bringing process owners from the business side
who know the company’s processes and can be trusted to make
business decisions yet know when to ask management will help
in ensuring that system functionality required to support the
business is maintained or improved between where you are now
and where you’re trying to be.”
From an external personnel perspective (aka Partner), Beth
recommends a balance between functional and technical roles.
“There are three roles to fill to really have the right balance of
expertise: a functional architect, a good functional lead in each
business area, and a project manager,” she says. “It’s worth the
investment of 170 to 225 hours of consulting in order to get
things right the first time around.”
Analyzing Customizations
Microsoft Dynamics AX has changed quite a bit over
the years, and many Users find that their current version’s
customizations are obsolete when they look at the built-in
functionality of Microsoft Dynamics AX 2012 and Microsoft
Dynamics AX 2012 R2.
“Users need to have knowledge of what the new version
does,” says Beth. “The architecture has changed a lot, and you
want to have a solid foundation for what you’re going to build
PARTNER
PERSPECTIVE
UPGR
ADE
BEST
PRA
CTIC
ES
38 AXUG Magazine
out, including equipment, base operating system, server version, and
other supporting software versions. You want to avoid software not
working well together because the releases aren’t compatible.”
Joel agrees, “An important component of the upgrade is checking
third-party solutions and interfaces from other production systems
to make sure they’re compatible with the new version.”
Documentation is Key
Beth recommends Users review their original customization
documentation, or if that is not available, make a list of customizations
and their purpose, in order to better facilitate business process
reviews to find out which customizations are still needed and which
ones are replaced by built-in functionality.
“Having access to that customization list as well as functional
design documents helps you strategically look at how you’re using
the system right now,” she says. “Once you know that, you can look
at what you want to eliminate and what you can take advantage of
and do better in your business. If you didn’t do it before, start now,
because if you have good documentation going into an upgrade,
you’ll have better information than if you go without.”
Sean agrees and goes to the next level of adding feature/functionality
comparisons as well as noting the features that Microsoft has retired.
“I also recommend that Users put together a list or prioritization
matrix to identify gaps and how they should be filled,” he says.
Migrating the Data
From a systems and infrastructure perspective, Users need to
evaluate if their current environment is appropriate for Microsoft
Dynamics AX 2012 R2 as well as determine their data migration plan.
“Some Users have been running their businesses on this software
for seven to eight years, and during that time, they’ve developed data
warehouses, BI platforms, and series of reports,” says Joel. “Users
have to have a data management and reporting plan to get that
information ready for the new version of Microsoft Dynamics AX.
Or, conversely, make the decision to archive some of that data and
only move over a subset.”
Keep Talking
Sean recommends that Users stay involved with AXUG to bring
their feedback to the Microsoft Dynamics AX team.
“Microsoft looks to AXUG for enhancement ideas for the next
product, and Users can learn about different business processes, both
of which could limit the number of customizations needed in a future
upgrade,” says Sean. “I also think that Users should leverage their
Partners and the spot their Partner might have on a Microsoft advisory
council to share feedback and get updated news from Microsoft.”
Nima agrees with the Partner involvement. “Working with
a Partner that has a vision of what the existing system and future
systems bring to the table helps Users map their upgrade timeline,”
says Nima. “Many Users will go through an upgrade, and had they had
more insight on a future release, they would have been able to reduce
their upgrade cost and errors. Mapping your upgrade timeline to the
product releases and roadmap will help to alleviate that problem.”
Where Good Upgrades Fall Down
There are a couple of factors that can make or break an upgrade, one
of which goes back to the importance of having the right team in place.
“We want our clients to own their system. That’s an important
objective for us,” says Nima. “It’s important to get objectives and goals
set with all department heads so they know the resources that are
required for effective project management.”
Another factor is having a clear definition of project scope,
according to Joel. “Management has to draw a line in the sand to
limit unplanned changes during the upgrade process,” he says.
“That’s how these projects get extended as the business doesn’t
understand that when they make a change to the existing Microsoft
Dynamics AX environment, they’re extending the length of the
upgrade. Identify the business priorities to be addressed during the
upgrade, and then wait on the other things until you go live on the
new version.”
A third area where projects go awry is connected to the importance
of documentation.
“Not having full insight into features or processes that Users have is
where upgrades fall down,” says Sean. “The expectation management
piece is difficult as people expect the product to do something that
the IT and business team didn’t know it was doing. Documentation
is the part of every project that gets neglected the most, but at the
time of an upgrade, it’s one of, if not the most, important piece when
evaluating the whole effort.”
A final area where upgrade projects tend to fall apart is in the
desire to make customizations.
“Oftentimes Users want to re-customize the product to make it
look like it always did,” says Beth. “People are resistant to change
and want it to work exactly as it used to. New features and functions
support a multitude of business operations while customizations
fit only your business. Getting Users accustomed to doing things a
different way is a challenging task, but it is well worth it in the end.”
Benefits Beyond New Features
As Nima shared earlier, a key reason for the upgrade has to be about
business value and not just a new set of features and functionality.
“The extended set of capabilities really brings the User
organization together,” says Nima. “More processes are covered and
collaboration is enhanced across the organization, which results
in reduced cost, better Customer service, reduced paperwork,
and increased revenue, to a point, because people become more
efficient.”
Sean sees upgrades as an opportunity for reengagement. “An
upgrade gives a User the ability to get reengaged with what their
business is doing and how it’s doing it,” he says. “It’s an opportunity
to look at current processes and best practices to see if the User
organization can gain efficiencies in their business.”
Beth shares that a large benefit is the User friendliness of the
new version. “Features and function are key, but the product is
becoming more like the desktop tools people use every day,” she
says. “As that happens, Users are able to take advantage of the
knowledge they already have, and it’s easier to teach new people
how to use Microsoft Dynamics AX since the look/feel is so similar
to Microsoft Office.” AXUG
There you have it – the User and Partner perspectives on upgrades. Is
there an upgrade tip, best practice, or pitfall you encountered that you’d
like to share with fellow AXUG Members? Contact [email protected]
to share your story.
Fall 2013 39
Quote and Order Automation Solutions for Microsoft Dynamics AX
www.experlogix.com 805-504-9729
My social media favorites these days are…My primary professional social network is LinkedIn. Like many of my colleagues, I use Facebook for purely social and entertainment purposes. To pick a favorite, currently I am following George Takei (of StarTrek fame) and his hilarious feed of quips, jokes, and random photos.
On my desk right now are... The dock for my laptop, two external screens, a bunch of yellow sticky notes attached to random spots, and a giant coffee mug labeled “Geek” that I got at the Microsoft store. My three goals for 2013 are…1. Obtain at least one additional Microsoft certification2. Find time to start a blog (about Microsoft Dynamics AX,
of course)3. Take a French immersion course When I’m not at work…I cycle (Vancouver has some great routes and views), ski in the winter, and travel whenever I can. The best advice I ever received was…“It is not what is said, but how it is said.” Being a business analyst and spending a lot of my day discussing things, it is always very helpful to keep that in mind.
AXUG® has selected Zvika Rimalt as our Volunteer of the Quarter. Congratulations, Zvika! Zvika is the AX functional analyst for Teck Resources Limited, as well as a member of the AXUG Board of Advisors and contributor on various social media, blog, and User forum outlets. Let’s learn a little about Zvika…
Fall 2013
Introducing Solutions as a Service from Concerto–an innovative approach to helping businesses move their Microsoft Dynamics AX solution to the cloud.
It’s Time for the Cloud on your Terms
THE EVOLUTION OF THE CLOUD
Visit on erto loud om u to nd out more on ho you n ontrol osts m imi e o er tion l ef ien y nd fo us on str te i initi ti es th t dri e your usiness
TRIBRIDGE
Introducing The List MOBILENow you can get The List To Go!
Search for the products and services
you need with the new Mobile version of
The List! Add it to your home screen from:
www.thelist-mobile.com
Table of Contents
Industry...................Page 44
Horizontal................Page 49
Services...................Page 56
The List from The Partner Channel® is your tool for fi nding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal and service
off erings available and you may just fi nd 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 [email protected].
NOTE: The Partner Channel and Dynamic Communities off ers 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 “classifi ed” 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!
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
44 AXUG Magazine
Construction
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, fore-cast and control of your projects in one single view.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.
Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242
NEW: Hitachi Solutions America Hitachi Solutions helps businesses compete with the largest global en-terprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM
Consumer Packaged Goods
Business Systems Integrators
http://www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions off ers aff ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inven-tory to maximize profi ts.
Flintfox International Limited
http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Junction Solutions http://www.junctionsolutions.com/products-solutions/junctionfb-food-beverage/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork” solution set built into Microsoft Dynamics AX, provid-ing 360-degree visibility of the entire value chain, available on-premise or on-demand.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Tribridge http://www.concertocloud.com/cpg 877-744-1360
NEW: Tribridge Concerto CPG Cloud Based CPG. Built on Microsoft Dynamics AX, Concerto CPG incorporates premium business solutions for speed, accuracy, visibility, and scale – deployed in the Cloud for accessibility.
Cross Industry Solution
Altec http://www.altec-inc.com • 949-727-1248 doc-link, Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX easily manages product, customer, vendor, employees, and COA master data across multiple companies for more productive advanced shared services.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with in-tegrated Corporate & Personal Credit Cards, Cloud or On Premise.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!form® Complete document & payment auto-mation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.
Bottomline Technologies
http://www.bottomline.com/Transform_Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and cost-eff ective fi ling and fi nding solution for document management on SharePoint® that manages transactional content by linking documents/records with business applications.
Bottomline Technologies http://www.bottomline.com/transformap_for_sharepoint • 866-551-6934 Transform® AP SharePoint®-based AP invoice automa-tion solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.
Business Systems Integrators
http://www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS.
IndustryIN
DU
STR
Y
Apparel
Junction Solutions http://www.junctionsolutions.com/products-solutions/junctionmcr-multi-channel-retail/ • 303-327-8800 JunctionMCR for Multi-Channel Retail End-to-end solution set, available on-premise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory manage-ment, across all retail channels.
Automotive
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Radley Corporation http://www.radley.com/MSDynamicsAX/index.htm 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.
Chemicals
Arkieva http://www.arkieva.com • 302-738-9215
NEW: (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler.
Horizons International
www.qualityessentialssuite.com 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Fall 2013 45
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workfl ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a real-ity – without breaking your budget.
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.
kCentric Technologies Inc
http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
PaperSavePro http://www.PaperSavePro.com • 877-727-3799 PaperSavePro PaperSavePro™ is a Certifi ed for Microsoft Dynamics document management and electronic workfl ow solution that eliminates inherent risks and ineffi cien-cies associated with paper.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
Finance/Banking
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Food and Beverage
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have confi gured and tailored Dynamics AX to fi t the specifi c needs of various industries without signifi cant customizations. Gain from Our Experience.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Food & Beverage Process Mfg solution tightly integrated with Traceability, Catch Weight, Formula, Food Safety & Regulatory Compliance. Visit www.AxoLOGIX.com for Real-time WMS & www.AxoQCS.com for automat-ing Food Safety such as GFSI
Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specifi c func-tionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profi t margins and asset utilization.
Business Systems Integrators
http://www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS.
Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions off ers aff ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inven-tory to maximize profi ts.
Flintfox International Limited
http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce • 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Horizons International
www.qualityessentialssuite.com 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Junction Solutions http://www.junctionsolutions.com/products-solutions/junctionfb-food-beverage/ • 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork” solution set built into Microsoft Dynamics AX, provid-ing 360-degree visibility of the entire value chain, available on-premise or on-demand.
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Glass
Arkieva http://www.arkieva.com • 302-738-9215
NEW: (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler.
Government
Solver
http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invalu-able tools.
Healthcare
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with in-tegrated Corporate & Personal Credit Cards, Cloud or On Premise.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
IND
USTR
Y
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
46 AXUG Magazine
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Solver
http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare provid-ers better manage their performance through user-friendly planning, bud-geting, reporting, dashboard and data warehouse tools running on a
cost-effi cient Microsoft platform.
High Tech and Electronics
Cincom Systems, Inc
http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart confi gure, price, quote + MS Dynamics CRM for companies that sell thru multiple channels. Make complex selling simple. Outsmart. Outsell.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242
NEW: Field Service Automation Hitachi Solutions fi eld service automa-tion solution connects your offi ce and fi eld service staff with the information and processes needed to improve fi eld operations productivity and deliver service excellence.
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Industrial Equipment
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242
NEW: Field Service Automation Hitachi Solutions fi eld service automa-tion solution connects your offi ce and fi eld service staff with the information and processes needed to improve fi eld operations productivity and deliver service excellence.
Horizons International
www.qualityessentialssuite.com 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Insurance
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Life Sciences
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
Maintenance Management
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 solu-tions for managing strategic assets and operations.
Manufacturing
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have confi gured and tailored Dynamics AX to fi t the specifi c needs of various industries without signifi cant customizations. Gain from Our Experience.
Arkieva http://www.arkieva.com • 302-738-9215
NEW: (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler.
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Manufacturing Experts in Discrete & Process integrated to WMS. Visit www.AxoLOGIX.com for Real-time WMS and www.AxoQCS.com for quality, safety & compliance.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, fore-cast and control of your projects in one single view.
AXtension
http://www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Advanced Production Production insight and control on the shop fl oor.
Cincom Systems, Inc.
http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart confi gure, price, quote + MS Dynamics CRM for companies that sell thru multiple channels. Make complex selling simple. Outsmart. Outsell.
Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions off ers aff ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inven-tory to maximize profi ts.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile 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 Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce • 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
IND
UST
RY
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Fall 2013 47
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central®Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
Radley Corporation http://www.radley.com/MSDynamicsAX/index.htm • 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee
manager self service.
Media and Entertainment
KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE ProSports™ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media traffi cking.
United ERP, LLC http://www.unitederp.com • 201-567-6315 Royalty Accounting Software AXIP monitors your Royalty Lifecycle from contracts, product dvlpmt ap-provals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, fore-casting & business intelligence.
Non-Profit Organizations
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-Profi ts GL Distributions, Budgets, Audit Trails, Requisition & Expense.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Oil and Gas
Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242
NEW: Hitachi Solutions America Hitachi Solutions helps businesses compete with the largest global en-terprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM
Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242
NEW: Field Service Automation Hitachi Solutions fi eld service automa-tion solution connects your offi ce and fi eld service staff with the information and processes needed to improve fi eld operations productivity and deliver service excellence.
Pharmaceuticals
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c 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.
AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Solution for Pharmaceutical-AxoPHARM Computer System Validation (CSV), GxP, 21 CFR Part 11 Compliance. Manage compliance & validation along with your Dynamics implementation by utilizing our toolkits for FDA & Health Canada compliance. www.AxoPHARM.com
Professional Services
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, fore-cast and control of your projects in one single view.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.
Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242
NEW: Hitachi Solutions America Hitachi Solutions helps businesses compete with the largest global en-terprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.
Retail
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have confi gured and tailored Dynamics AX to fi t the specifi c needs of various industries without signifi cant customizations. Gain from Our Experience.
Avalara, Inc.
http://www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certifi cate management, fi lling and remittance
solution for Microsoft Dynamics.
Junction Solutions http://www.junctionsolutions.com/products-solutions/junctionmcr-multi-channel-retail/ • 303-327-8800 JunctionMCR for Multi-Channel Retail End-to-end solution set, available on-premise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory manage-ment, across all retail channels.
kCentric Technologies Inc
http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
IND
USTR
Y
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
48 AXUG Magazine
nChannel http://www.nchannel.com 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.
Solver
http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eff ective promotions, purchase merchandise that matches customer regional buy-ing preferences, and improve staffi ng.
Software
Corporate Services
http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equip-ment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent fi nancial information to ac-curately run your business
Staffing/Recruiting
Nigel Frank International
http://candidate-search.nigelfrank.com/tpl212-731-8282
NEW: Microsoft Dynamics Candidate SearchBrowse through over 5,000 hand-picked and vetted Dynamics candidates at no cost or obligation. Get access to high quality candidates that are ready to be interviewed.
Warehouse Management
Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Product for Warehouse Management- AxoLOGIX AxSource has built tightly integrated solutions to extend AX functionality to the warehouse for Multiple Units of Measure (UOM), Catch Weight, Traceability, Real-Time Data Management, EDI. Visit www.AxoLOGIX.com.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Sologlobe http://www.sologlobe.com 514-938-4562 ext. 206
NEW: Sologlobe Tier-1 Warehouse Management & Manufacturing Execution for complete inventory control and operational effi ciency. Our web based solution is scalable & highly fl exible with seamless integration using Web Services.
Wholesale Trade: Durable Goods
Cutwater http://www.cutwatersolutions.com 800-564-8806
NEW: (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and effi ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Flintfox International
Limited http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
kCentric Technologies Inc
http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.
nChannel http://www.nchannel.com 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Wholesale Trade: Non-durable Goods
Cutwater http://www.cutwatersolutions.com 800-564-8806
NEW: (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and effi ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.
IND
UST
RY
Share your thoughts about The List with us and you could be quoted in the next issue of The List! Email [email protected] and share your story/message/quote.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Fall 2013 49
Analytics
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have confi gured and tailored Dynamics AX to fi t the specifi c needs of various industries without signifi cant customizations. Gain from Our Experience.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.
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 solu-tions for managing strategic assets and operations.
Barcode Data Collection
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Radley Corporation http://www.radley.com/MSDynamicsAX/index.htm • 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.
Budgeting
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, Aff ordable.
Solver
http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare provid-ers better manage their performance through user-friendly planning, bud-geting, reporting, dashboard and data warehouse tools running on a cost-effi cient Microsoft platform.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
Solver
http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invalu-able tools.
Solver
http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eff ective promotions, purchase merchandise that matches customer regional buy-ing preferences, and improve staffi ng.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, interactive, & integrated planning/budgeting for MS Dynamics.
Business Intelligence
Accountable Software
http://www.accountable.com • 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.
Arkieva http://www.arkieva.com • 302-738-9215
NEW: (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler.
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.
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, Aff ordable.
Globe Software http://www.atlas4dynamicsax.com 701-235-4084 Atlas - Personal Business Intelligence & Data Upload Real-time, two-way, secure, data validated integration between Microsoft Offi ce and Dynamics. Read from or write to any part of AX from Excel.
Solver
http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare provid-ers better manage their performance through user-friendly planning, bud-geting, reporting, dashboard and data warehouse tools running on a cost-effi cient Microsoft platform.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
Solver
http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invalu-able tools.
Solver
http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eff ective promotions, purchase merchandise that matches customer regional buy-ing preferences, and improve staffi ng.
TARGIT
http://www.targit.com • 813-933-4600 TARGIT Decision Suite Make better decisions faster, improve operations, decrease costs and increase income- TARGIT’s BI software solution.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.
Business Process Management
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.
HorizontalH
OR
IZON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
50 AXUG Magazine
Arkieva http://www.arkieva.com • 302-738-9215
NEW: (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler.
Bottomline Technologies
http://www.bottomline.com/Transform_Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and cost-eff ective fi ling and fi nding solution for document management on SharePoint® that manages transactional content by linking documents/records with business applications.
Bottomline Technologies http://www.bottomline.com/transformap_for_sharepoint • 866-551-6934 Transform® AP SharePoint®-based AP invoice automa-tion solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.
ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workfl ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a real-ity – without breaking your budget.
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
Tribridge http://www.concertocloud.com • 877-977-8458
NEW: Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.
Check Printing
Bottomline Technologies http://www.bottomline.com/dynamics • 866-551-6934 Create!form® Complete document & payment auto-mation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
Compliance
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela’s Security Manager radically sim-plifi es managing and auditing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it. V2009 and V2012.
Fastpath Solutions, Inc
http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certifi ed Auditors. Get the data your Auditors want - Fast!
Cost Accounting
Corporate Renaissance Group
http://www.crgroup.com • 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fi xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.
Credit Card/Check Processing
Azox, Inc. http://www.azox.com • 734-928-6010 Credit Card Extension Secure, PCI validated ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.
Customer Relationship Management
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM eBridge platform to seamlessly integrate customer and opportunity data.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Tribridge http://www.concertocloud.com • 877-977-8458
NEW: Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.
Data Integration
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, webstore, CRM systems.
Globe Software http://www.atlas4dynamicsax.com 701-235-4084 Atlas - Personal Business Intelligence & Data Upload Real-time, two-way, secure, data validated integration between Microsoft Offi ce and Dynamics. Read from or write to any part of AX from Excel.
Jitterbit http://www.jitterbit.com • 877-852-3500
NEW: Jitterbit - Dynamics Integration Made Easy Increase the speed, agility, and reach of your Dynamics front and back offi ce through Jitterbit Integration solutions.
nChannel http://www.nchannel.com 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.
Scribe Software
http://www.scribesoft.com • 603-622-5109 Scribe Insight Data migration & data integration for MS Dynamics and legacy systems.
Distribution
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have confi gured and tailored Dynamics AX to fi t the specifi c needs of various industries without signifi cant customizations. Gain from Our Experience.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Kitting Multiple items dynamically combined into one product.
Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specifi c func-tionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profi t margins and asset utilization.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Fall 2013 51
Sologlobe http://www.sologlobe.com 514-938-4562 ext. 206
NEW: Sologlobe Tier-1 Warehouse Management & Manufacturing Execution for complete inventory control and operational effi ciency. Our web based solution is scalable & highly fl exible with seamless integration using Web Services.
Document Management
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Enterprise Content Management Optimized use of tagged documents in your critical business processes.
Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!form® Complete document & payment auto-mation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.
Bottomline Technologies
http://www.bottomline.com/Transform_Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and cost-eff ective fi ling and fi nding solution for document management on SharePoint® that manages transactional content by linking documents/records with business applications.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workfl ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a real-ity – without breaking your budget.
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
PaperSavePro http://www.PaperSavePro.com • 877-727-3799 PaperSavePro PaperSavePro™ is a Certifi ed for Microsoft Dynamics document management and electronic workfl ow solution that eliminates inherent risks and ineffi cien-cies associated with paper.
Drop Ship Management
nChannel http://www.nchannel.com 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship
programs. Free 30 day trial.
E-commerce
Avalara, Inc.
http://www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certifi cate management, fi lling and remittance solution for Microsoft Dynamics.
Computer Pundits Corporation
http://www.eCommerce21.com • 888-786-3487 eCommerce21® Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl. Amazon, Magento, BigCommerce, eBay+
kCentric Technologies Inc
http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.
EDI
AIM Computer Solutions, Inc.
http://www.aimcom.com/Autosys.htm 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.
Business Systems Integrators
http://www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
DiCentral http://www.dicentral.com 281-480-1121 ext. 153 EDI Integration with Microsoft Dynamics DiCentral's DiIntegrator is an advanced, hosted solution, to instantly become EDI compliant with your trading partner community, and to seamlessly integrate data with Microsoft Dynamics GP, AX, NAV, and SL.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Web EDI solution eliminates transac-tion fees – over 1000 trading partners.
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
52 AXUG Magazine
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Radley Corporation http://www.radley.com/MSDynamicsAX/index.htm • 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.
Electronic Document Delivery (Email)/Faxing
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!form® Complete document & payment auto-mation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Electronic Signatures
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Expense Solutions
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace Expense Integrates web and mobile submission of expense reports, automatic routing, and electronic approvals of individual line-item expenses.
Field ServiceManagement
Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242
NEW: Field Service Automation Hitachi Solutions fi eld service automa-tion solution connects your offi ce and fi eld service staff with the information and processes needed to improve fi eld operations productivity and deliver service excellence.
Open Door Technology
http://www.opendoor.ca • 403-777-2410 TaskMaster Mobility Solution Increase productivity and generate rapid ROI with workfl ow driven processes for any industry or fi eld application. Enable real-time information exchange with a mobile workforce and ERP system through mobile devices.
HR Management
Corporate Renaissance Group
http://www.crgroup.com • 613-232-4295 emPerform emPerform is an easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.
HR Services Inc. http://www.mystaffi ngpro.com • 800-939-2462 myStaffi ngPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central®Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Inventory Management
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
Cutwater http://www.cutwatersolutions.com 800-564-8806
NEW: (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and effi ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Junction Solutions http://www.junctionsolutions.com/products-solutions/junctionmcr-multi-channel-retail/ • 303-327-8800 JunctionMCR for Multi-Channel Retail End-to-end solution set, available on-premise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory manage-ment, across all retail channels.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Invoicing Enhancement
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Invoice Processing Optimized accounts payable invoice processing.
Azox, Inc. http://www.azox.com • 734-928-6010 Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real time fund recognition.
Bottomline Technologies http://www.bottomline.com/transformap_for_sharepoint • 866-551-6934 Transform® AP SharePoint®-based AP invoice automa-tion solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.
Job Costing
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Fall 2013 53
Manufacturing Enhancement
Cincom Systems, Inc
http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart confi gure, price, quote + MS Dynamics CRM for companies that sell thru multiple channels. Make complex selling simple. Outsmart. Outsell.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Horizons International
www.qualityessentialssuite.com 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
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 easily manages product, customer, vendor, employees, and COA master data across multiple companies for more productive advanced shared services.
NAV and CRM Integration
Jitterbit http://www.jitterbit.com • 877-852-3500
NEW: Jitterbit - Dynamics Integration Made Easy Increase the speed, agility, and reach of your Dynamics front and back offi ce through Jitterbit Integration solutions.
Payables Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
Bottomline Technologies http://www.bottomline.com/transformap_for_sharepoint • 866-551-6934 Transform® AP SharePoint®-based AP invoice automa-tion solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workfl ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a real-ity – without breaking your budget.
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
ReQlogic http://www.reqlogic.com • 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solu-tions for eProcurement, requisitions, vendor invoices, expense reports and advanced workfl ow.
Payroll Enhancement
Greenshades Software
http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Center Creates Federal State and Local W-2s 940/941s 1099s SUTA returns & more.
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Portals
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Procurement Management
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with in-tegrated Corporate & Personal Credit Cards, Cloud or On Premise.
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
ReQlogic http://www.reqlogic.com • 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solu-tions for eProcurement, requisitions, vendor invoices, expense reports and advanced workfl ow.
Product Lifecycle Management
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Project Accounting
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.
Purchase Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with in-tegrated Corporate & Personal Credit Cards, Cloud or On Premise.
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
54 AXUG Magazine
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Quality Control
Horizons International
www.qualityessentialssuite.com 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Reconciliation
Adra Match http://www.adramatch.com • +44 207 868 5171
NEW: ACCOUNTS – Transaction Matching Software Accounts is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.
Adra Match http://www.adramatch.com • +44 207 868 5171
NEW: RECEIVABLES - Payment Matching Software Receivables handles complex incoming payment your ERP system can't match. By using three information sources, payment fi le, open invoices and the customer register, the system takes care of all incoming payments.
Adra Match http://www.adramatch.com • +44 207 868 5171
NEW: BALANCER - Balance Sheet Reconciliation Software Balancer allows you to replace cumber-some spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process.
Reporting
Accountable Software
http://www.accountable.com • 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.
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, Aff ordable.
Globe Software http://www.atlas4dynamicsax.com 701-235-4084 Atlas - Personal Business Intelligence & Data Upload Real-time, two-way, secure, data validated integration between Microsoft Offi ce and Dynamics. Read from or write to any part of AX from Excel.
Solver
http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare provid-ers better manage their performance through user-friendly planning, bud-geting, reporting, dashboard and data warehouse tools running on a cost-effi cient Microsoft platform.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
Solver
http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invalu-able tools.
Solver
http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eff ective promotions, purchase merchandise that matches customer regional buying preferences, and improve staffi ng.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.
Royalty
United ERP, LLC http://www.unitederp.com • 201-567-6315 Royalty Accounting Software AXIP monitors your Royalty Lifecycle from contracts, product dvlpmt ap-provals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, fore-casting & business intelligence.
Sales Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Cincom Systems, Inc
http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart confi gure, price, quote + MS Dynamics CRM for companies that sell thru multiple channels. Make complex selling simple. Outsmart. Outsell.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
nChannel http://www.nchannel.com 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.
Security
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela’s Security Manager radically sim-plifi es managing and auditing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it. V2009 and V2012.
Fastpath Solutions, Inc
http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Audit Trail An agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results.
Fastpath Solutions, Inc
http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Confi g AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory. Single interface for managing Dynamics users improving security, saving time and money. GP solution off ers Single Sign on functionality.
Shipping/Manifesting
FASCOR http://www.fascor.com • 513-421-1777 ext. 103 FASCOR TMS TMS is an integrated solution for small parcel and ltl shipping. Carrier Certifi ed for UPS, FedEx, USPS (Endicia), LTL and other carriers. Feature rich and user con-fi grable / multiple integration options.
Supply Chain Management
AIM Computer Solutions, Inc.
http://www.aimcom.com • 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Fall 2013 55
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have confi gured and tailored Dynamics AX to fi t the specifi c needs of various industries without signifi cant customizations. Gain from Our Experience.
Arkieva http://www.arkieva.com • 302-738-9215
NEW: (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler.
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c 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.
Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specifi c func-tionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profi t margins and asset utilization.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions off ers aff ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inven-tory to maximize profi ts.
Junction Solutions http://www.junctionsolutions.com/products-solutions/junctionfb-food-beverage/ • 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork” solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Tax
Avalara, Inc.
http://www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certifi cate management, fi lling and remittance solution for Microsoft Dynamics.
Time and Attendance
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Trade Promotion Management
Flintfox International Limited
http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, integrated trade manage-ment for Microsoft Dynamics.
Workflow / Notifications
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with in-tegrated Corporate & Personal Credit Cards, Cloud or On Premise.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.
CALITECH LLC http://www.calitech.net • 800-325-9974
NEW: Dynamics on the Go Application that allows users to ac-cess business workfl ow requests from Microsoft Dynamics AX securely on any mobile device or serve to handle e-mail responses for approval without to confi gure Enterprise Portal.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
Integrity Data
http://www.u-linc.com • 217-732-3737 ext. 0203 U-LINC®, Powered By Integrity Data Workfl ow and notifi cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is fl exible and easy to use, improving organizational performance.
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
PaperSavePro http://www.PaperSavePro.com • 877-727-3799 PaperSavePro PaperSavePro™ is a Certifi ed for Microsoft Dynamics document management and electronic workfl ow solution that eliminates inherent risks and ineffi cien-cies associated with paper.
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
56 AXUG Magazine
Application Service Provider/Hosting
Myappsanywhere by NetStandard
http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customiza-tions, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.
OneNeck IT Services http://www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeck® provides a comprehensive, fl exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system per-formance and leverage their Dynamics AX enterprise application.
Rose Business Solutions, Inc
http://www.roseasp.com • 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great com-missions for the life of the contract. We guarantee 99.5% uptime.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.
Cloud Computing
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.
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 11 years.
GoIWx, Inc. http://www.goiwx.com • 952-258-6300 ext. 6321 Cloud Hosting Services for ERP and CRM GoIWx: Bringing Personal Commitment to the Cloud, One Business at a Time.
OneNeck IT Services http://www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeck® provides a comprehensive, fl exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system per-formance and leverage their Dynamics AX enterprise application.
Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.
Tribridge http://www.concertocloud.com • 877-977-8458
NEW: Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.
Custom Development
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Email Marketing
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 E-Mail Content and Services Get access 24x7 to an online library full of unique newsletter content or elect the full-service options to nurture your pipeline of leads.
Implementation & Consulting
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration 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 Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c 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.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Managed Services
OneNeck IT Services http://www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeck® provides a comprehensive, fl exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system per-formance and leverage their Dynamics AX enterprise application.
Marketing Planning & Services
Looking Glass Marketing
http://www.lookingglassmarketing.com 614-453-5927 Cost-eff ective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fi ll your sales pipeline.
Tornado Marketing, Inc.
http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing off ers high-impact, highly eff ective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.
ServicesSE
RV
ICES
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Fall 2013 57
SER
VIC
ES SERV
ICES
Member Organizations
Dynamic Communities
http://www.dynamiccommunities.com 877-324-8880 Microsoft Dynamics User Groups - AXUG, CRMUG, GPUG, NAVUG The User Groups are independent communities that empower Microsoft Dynamics users to connect, learn and share experiences to improve their use of and ROI on their solution. User & Partner memberships are available.
OnDemand Trials
Rose Business Solutions, Inc.
http://www.goERPcloud.com • 855-ERP-CLOUD
NEW: ERP Cloud TrialsTest drive preconfi gured Microsoft Dynamics AX, GP, NAV, and CRM demo environments with integrated ISV so-lutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.
Partner Support Service
Plumbline Consulting, LLC.
http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your off erings. 25+ yrs.
Recruitment Services
Nigel Frank International
http://candidate-search.nigelfrank.com/tpl212-731-8282
NEW: Microsoft Dynamics Candidate SearchBrowse through over 5,000 hand-picked and vetted Dynamics candidates at no cost or obligation. Get access to high quality candidates that are ready to be interviewed.
Sales Tax Management Service
Avalara, Inc.
http://www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certifi cate management, fi lling and remittance solution for Microsoft Dynamics.
SharePoint Development
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementa-tion and support for Dynamics to meet your industry-specifi c needs.
Social Media
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 732-237-8795 Butterfl y Publisher Join Dynamics partners on Butterfl y, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eff ective!
Software Development Consulting
United ERP, LLC http://www.unitederp.com • 201-567-6315 Royalty Accounting Software AXIP monitors your Royalty Lifecycle from contracts, product dvlpmt ap-provals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, fore-casting & business intelligence.
Training
Accolade Publications, Inc.
http://www.accoladepublications.com 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.
Upgrades
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your
industry-specifi c 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.
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.
Introducing The List MOBILENow 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
Search by keyword, or filter by Microsoft
Dynamics product line, Industry, Horizontal
or Service offerings with the new Mobile
version of The List!www.thelist-mobile.com
Pitch the paper clips.
Go beyond the electronic file cabinet and experience the amazing efficiencies of Paperless ERP from MetaViewer. From AP to AR and HR to the CFO—everyone can share in the benefits of 100% paperless transactions. MetaViewer gives you paperless invoice and order capture with OCR, automated workflow, real-time visibility and full Microsoft Dynamics® ERP integration. In Paperless ERP, nothing compares to MetaViewer. So pitch the paper clips and visit www.metaviewer.com/for-Microsoft-Dynamics.
Premier SponsorBooth #513
