Make the Most out of our PartnershipNicole Chorney, Account Executive

Agenda

• What does Encore really do?

• Microsoft Certified Partner

• Value Added Reseller (VAR)

• Cloud Service Provider

• Independent Software Vendor (ISV)• Encore Products

• Services and Offerings

• Implementation, Project Management, Consultation, Custom Development, more!

• Support / Encore Care

Encore Employee Reach

Encore Client Base

EncoreEnterprise Resource Planning (ERP)

• Dynamics GP

• Dynamics NAV

• Dynamics AX

• Dynamics 365 Business Central

• Dynamics 365 Finance and Operations

Customer Relationship Management (CRM)

• Dynamics CRM / CRM Online

• Dynamics 365

• Sales

• Customer Service

• Field Service

• Project Service Automation

• Retail, Marketing and Talent

Encore

Third Party Solutions

• Dynamics GP, NAV, AX and D365 are fantastic tools! Third Party products can help enhance these tools even further, talk to your Account Manager for more information on the great tools available to you.

Business Intelligence

• Power BI

• Prophix

• Tableau

Encore

IT and Productivity

• Office 365

• Identity and Device Management

• Monitoring, diagnostics, and hardware

• Cloud Service Provider

• Diagnostics

Encore ProductsSolutions for Dynamics GP

Project Tracking w/Advanced Analytics

• Allows you to maintain a streamlined Chart of Accounts

• Integrates with all of the core modules of Dynamics GP

• Tracks budget versus actual and reports on variances

• Quickly assign Dynamics GP transactions to projects at the time of transaction entry

• Quick to implement, flexible and easy to use

Project Tracking Lite available for Payables and Purchase Order Processing ‘only’

Great fit for a client who:

• Is currently tracking project information in Excel

OR

• Is currently using Analytical Accounting and needs something ‘more’ – more robust; more flexible

• Does not need the ‘project management’ functionality that GP’s Project Accounting provides

• Has relatively simple project requirements. They’d tag GP transactions to a project/projects and capture additional information that is important to their business

ISV’s that support Encore’s Project Tracking w/Advanced Analytics

• Paramount Workplace – Requisition & Procurement

• ReQlogic – Requisitions

• Metafile – MetaViewer

• Time Matrix – Time Clock

• Binary Stream – Multi Entity Management

Subscription Billing

• Increase employee productivity and data accuracy by eliminating repetitive, tedious tasks

• Reduce Human Resource costs

• Effectively manage growth

• Return on investment (ROI) realized in as little as 3 months

Works with:

• Revenue & Expense Deferrals

• EFT for Receivables

• Nodus’ Credit Card Advantage

• Avalara’s AvaTax

• Wolters Kluwer’s CCH Sales Tax Office

…….and more

Bank Reconciliation Tools

• Account Reconciler• Encore reconciles at the General Ledger picking up and displaying all transactions posted to

the GL Account assigned to the GP checkbook. (GP reconciles at the sub-ledger.)

• Display and reconcile transactions in the company’s functional currency or the originating currency.

• Manually clear transactions or include Encore’s Auto Reconciler module to clear large volumes of transactions upon importing a bank produced file to speed up the reconciliation process each month.

• Auto Reconciler• Eliminate tedious month end manual bank reconciliation functions by importing a file

downloaded from the bank in either comma delimited, fixed length or BAI 2 format.

• Manage and mark large volumes of bank transactions as cleared through the matching process in Encore’s Account Reconciler or GP’s Bank Reconciliation module. (Encore’s Account Reconciler supports deposit matching as well as payment matching.)

New Account Reconciler feature due to be released prior to GPUG Summit 2018

• Ability to create Journal Entries from within the Account Reconciler window

Solutions for Canadian Payroll

• ePayStub• Send paystubs, T4’s, T4A’s and R1’s electronically and securely from

Microsoft Dynamics GP.

• Paycode Mass Update• Update a large volume of paycodes and vacation pay percentages for

multiple employees at once.

Advanced SmartList• Sits on top of Dynamics GP’s SmartList

• Sort, Filter and Group your SmartList Favorites

• Summarize grouped data by adding sum, min, max, count, average (or none)

• Export grouped/summarized data in a variety of formats

• Save formatted queries as a new SmartList Favorite and assign who has access

• Compatible with SmartList Builder and SmartList Designer

IF….• you are running the same SmartList’s routinely and exporting to

Excel for analysis, Request 30 day trial keys . Once you’ve tried it you won’t want to live without it!

Tax Distribution

• Easily allocate the refundable portion of your taxes according to provincial and federal government rules and regulations.

Services and Offerings

From Beginning and Ongoing

• Implementation

• Change Management• Certified by Prosci

• Importance of Managing Individuals

• Prepare, Manage, and Reinforce change

• Project Management

• Consultation

• Custom Development & Integrations

Reimaged Support

OnDemand

• On-demand support from Encore Consultants and Developers to help you solve an issue, question or problem with your Microsoft product.

• Support provided based on the time and materials involved in coming to a resolution.

Reimagined SupportFeatures OnDemand SLA Unlimited

Break-Fix SupportUnlimited Break-fix support offers assistance where users have encountered a

malfunction in the modules and functionality already deployed within your business

application and environment.✓ ✓ ✓

User Coaching and Application Guidance

This feature focuses on specific questions on modules and functionality already

deployed and for the purposes of providing users with guidance and coaching. ✓ ✓ ✓

New User Orientation TrainingNew User Training is Encore’s 20-point orientation review focusing on general

navigation for new users. This training is the first step in on-boarding new users

who will be using Dynamics. ✓

Client Workstation Installs and New User Set Up

This scheduled service is available when a new workstation is invested in that

requires application installation including user configuration and set-up. ✓

Quarterly Usage ReportOur benchmark report will provide you an update on your current support usage,

which includes specific topics reported, by who and when, allowing you to better

understand how your users are doing and where they might benefit from training.✓ ✓

Software Discounts 5% Discount on all new Dynamics Software Purchases ✓

Cloud Consult One (1) Free Cloud Migration Consult ✓

Reimaged Support

How to Contact

• Online – at www.encorebusiness.com/support

• eMail – care@encorebusiness.com

Hours of Support

• Monday to Friday 6:30am – 5:00pm Pacific / 8:30am –7:00pm Central

Questions?

Contact information:Contact me at nicole.chorney@encorebusiness.com

Ph (204) 515-2204

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