Author Archives: Michael Camp

Choose the Right ERP Solution AND the Right Implementation Partner

10 Characteristics of the Right Partner



Making a final decision on the right ERP accounting system for your company is only half the race. Without choosing the right implementation partner, companies risk a failed project without their business requirements met, no improved efficiency and real strategic long-term value, and poor ongoing support. Here are 10 ways the right implementation partner makes the difference getting you across the “success” finish line with the a medal. The right partner:

  1. Helps your thoroughly evaluate their solution and compare different systems
  2. Delivers a Prototype with your data so you see the software actually works before purchasing it
  3. Configures a system that meets all your exact critical requirements
  4. Empowers you, using their expertise to optimize your processes and work flow
  5. Helps you improve efficiency, productivity, and profitability, matching your predicted ROI
  6. Makes the “Go Live” date on time and within budget of original scope
  7. Has quality, attentive, responsive customer service and support
  8. Cares about you and is easy to work with
  9. Helps you upgrade or add additional functionality smoothly, on time, with minimal disruption
  10. Gives you expert guidance on future system decisions

To learn more about how critical choosing the right partner is, read what Synergy clients are saying:

Synergy Clients Speak Out on the Right Partner and Right Solution

Dynamics SL 2018 Release Scheduled for May 1, 2018!



Microsoft is happy to announce that Microsoft Dynamics SL’s next release, SL 2018, has been scheduled for release on May 1, 2018. Microsoft Dynamics SL 2018 will start a new quarterly release cycle. The goal is to be able to roll out new features even after the initial release of Microsoft Dynamics SL 2018.

The release themes of Dynamics SL 2018 include the following:

  • Query & Preview Enhancements
  • New Approvals Processes added to key areas
  • GL/AP/Financials Interface Enhancements
  • Projects Enhancements
  • Distribution Enhancements
  • Power Suite Evolution – Power BI, Power Apps for SL, Flow for SL, and more
  • To learn more: Microsoft Dynamics SL 2018 Release Themes


    Also, the Microsoft Dynamics SL Directory is now available. The new Microsoft Dynamics SL Directory includes content on Dynamics SL 2018, 2015, and 2011, all in one place.

Take a Tour of Dynamics 365 in the Cloud



Microsoft Dynamics 365 Business Edition is not a replacement for Dynamics SL, especially if you are a government contractor. With its powerful project accounting and government compliance capabilities, Dynamics SL is still the most powerful out-of-the-box Microsoft solution for project-based companies. Yet smaller companies, or ones that do not have complex project accounting, will find Dynamics 365 coupled with Progressus Project Accounting to be a powerful cloud-based alternative.

Cloud-based Microsoft Dynamics 365 Business Edition is a multi-currency business management solution that helps small-to-medium companies manage their accounting, finances, sales, and operations. With native integration with Office 365, it delivers a powerful integrated experience with the Microsoft software you already have. Moreover, for project-based companies, Dynamics 365 provides a platform for Progressus Project Accounting, a seamless integrated enhancement that enables effective and easy project setup, budgeting, tracking, time and expense, analytics, forecasting, and resource management.

Synergy has put together a tour of Microsoft Dynamics 365 (9 mini demos) for your convenience in each major area, as well as one demo of Progressus‘ professional services automation and project accounting. Demos include:

  • Financial Management – Bookkeeper and Accountants’ Roles
  • Project Management – Project Manager Role and Managing Jobs
  • Project Accounting – Budgets, Tracking, T&E, Analytics, and Resource Management
  • Purchasing – Procure to Pay
  • Inventory – Manage Your Inventory
  • Sales – Sales Management and Quote to Invoice
  • Executive Oversight – Business Health, Trends, and Opportunities

Sign up for the tour and see for yourself how Dynamics 365, with or without the advanced project accounting enhancement, might fit for your company.

Take a Tour of Microsoft Dynamics 365 in the Cloud

Synergy Publishes Whitepaper on How Software Improves Manufacturing


With evidence from Nucleus Research’s evaluation of Dynamics NAV users, Synergy’s new white paper outlines the improvements software technology can bring to companies engaged in discrete manufacturing. The white paper addresses 8 ways that a modern system like Dynamics NAV can boost operations.

In short, new integration, visibility, universal access, real-time data for reporting, streamlined production (including MRP and scheduling), and improved inventory management can boost productivity 20 percent, including for sales and customer service.

The whitepaper will help companies learn how to:

  • Gain visibility into a company’s performance.
  • Integrate systems so a company has one version of the truth.
  • Automate Materials Requirement Planning (MRP).
  • Efficiently track and schedule production.
  • Effectively manage and reduce inventory.
  • Better serve customers through a streamlined system.
  • Leverage centralized data to create flexible reports/dashboards.
  • Enable web, tablet, and smart phone access to data.

Download the whitepaper here:

8 Ways Manufacturers Can Boost Productivity, Margins, and Growth

2017 Year-End Processing for Microsoft Dynamics SL

For the convenience of our Dynamics SL clients, we have a Webinar and a set of Factsheets on Year-End Processing Procedures and Checklists. The presentation below by Dynamics SL Consultant, Margo Phillips, is on applying Year-End Updates for the Dynamics SL modules, Payroll, Accounts Payable, and Project Controller. It also includes Year-End Processing tips on those modules.

Skip to 1:50 for the start of the presentation.

 


In addition, you can review these industry-leading year-end closing procedures and checklists for Dynamics SL from Synergy and Microsoft Support. Happy closing of 2017!

WEBCAST: Progressus Advanced Projects for Dynamics 365 & NAV



Designed exclusively for professional services firms, Progressus turns Microsoft Dynamics 365 Business Edition or Dynamics NAV into modern cloud ERP and PSA for project-driven organizations.

Want to find out if the Microsoft Cloud is right for you? This 55-minute webcast will give you the answers you’re looking for.

By watching you will learn:

  • Why Microsoft Dynamics 365 and Progressus are trending in the professional services sector.
  • How integrated project management and project accounting can dramatically improve operations and client service.
  • Where to find that extra 10% of utilization and the predictive analytics you need to forecast accurately.
  • How to set up projects, budgets, project analytics & reports, track costs, enter time and expense, route approvals, manage resources, and invoice clients.

Access the Progressus Advanced Projects for Dynamics 365 & NAV webcast now!

Top 12 Enhancements for Dynamics SL

With all the available third-party enhancements for Microsoft Dynamics SL, who is to say which are the best? Well, for your convenience, Valerie Borak of Plumbline Consulting, in coordination with Synergy Business Solutions, has compiled the Top 12 Enhancements in this recorded webinar below. These top 12 are highlighted and demoed for you:

  1. Audit Trail by FastPath
  2. Prepaid Processer
  3. Quick Find (formerly Rainbow Search)
  4. Credit Card Import (formerly Purchase Card)
  5. General Ledger Mover
  6. Period Mover
  7. AR Collections
  8. One Time Vendor
  9. Vendor Multi Remit
  10. Terrorist Check (per government requirements for some companies)
  11. Voucher to Credit Card
  12. Fixed Assets

This demo highlights each of these in the same order listed. At 37:30, the Q&A starts. If you are interested in any of these, contact your Account Manager for a Synergy discount. Or, contact Rob Lloyd, at rob@synergybusiness.com.


Actual presentation starts at 0:25. After the highlights of the 12, the Q&A starts at 37:30. 

Project Accounting in the Microsoft Cloud


With Progressus Software, there is now a powerful Microsoft cloud solution for small-to-mid size professional services and project-based businesses. Designed to leverage Microsoft Dynamics 365 and Microsoft Dynamics NAV, Progressus is a multi-language, multi-currency business management solution that empowers companies to more effectively manage their operations.

Progressus adds advanced project accounting and project management to the powerful financial management and basic project management functionality of Microsoft Dynamics 365/NAV to provide the most advanced business management solution for professional services and project-based businesses. It offers unique and powerful functionality in these areas:

  • Quick Project Setup
  • Project Budgeting
  • Project Resource Management
  • Project Monitoring and Analyzing
  • Project Cost Tracking
  • Remote Project Time & Expense Entry & Approval
  • Project Invoicing
  • Project Reporting, Analytics & Forecasting

Progressus is deployed on the Microsoft Cloud and customers can access their solution through role-based interfaces on their desktop, in a browser, or with a native mobile app on a tablet or mobile device. As a Dynamics 365-based solution, Progressus is rapidly deployed with minimal configuration. It also features native connectivity to Dynamics 365 Sales and Marketing and Microsoft PowerBI, for an even more comprehensive business solution.

Whether Progressus is installed with Dynamics 365 Business Edition or Dynamics NAV, it provides native integration with Microsoft Office 365. When your email, calendar, and files seamlessly come together with your data, reports and business processes you get an integrated experience that no other stand-alone project management or enterprise resource planning (ERP) solution can match.

An Introduction to Progressus Software



Progressus Factsheets

Take a Tour of Dynamics 365 and Progressus


Dynamics 365 Business Edition:
Financials | Basic Projects | Advanced Projects | Sales | Purchasing | Inventory | Capabilities Guide

Major Release of Dynamics SL Expected in First Half of 2018

Jeff Suwyn of Microsoft revealed the latest Dynamics SL roadmap during an October 3, 2017 webinar.

The next major release of Microsoft Dynamics SL will debut next year, Microsoft announced. The much-anticipated updated version is expected sometime in the first half of 2018.

Microsoft initially planned to announce the news at the annual Dynamics SL User Group (DSLUG) Fall Conference last month, but the conference was postponed until next spring due to hurricane threats.

Rather than wait until the rescheduled April 2018 conference to announce the news, Microsoft Dynamics SL Product and Marketing Manager Jeff Suwyn held a webinar version of his planned General Session. During the Oct. 3 webinar, he announced the latest version of SL and revealed a new product roadmap.

Few details are available so far regarding Dynamics SL 2018, but we do know that the product will feature the latest technology related to Power BI, Power Apps and Flow. We can also expect improvements to Web Apps and, as always, specific features requested by users.

From Jack Boyer’s ERP Blog

Prove It Before You Purchase an ERP System



If you are evaluating a new ERP system, how can you ensure you choose the right solution, which when implemented, truly performs and meets your requirements and automates your processes?

At Synergy, that answer to that question is to engage a Prove-Before-You-Purchase Prototype of the top solution you determine from your evaluation of short-list demos.

How It Works

The Prove-Before-You-Purchase Prototype starts with a Needs Assessment to develop your precise system and a configuration and implementation plan. Then we use your real data (chart of accounts, general ledger, customers, vendors, projects, etc.) to configure your solution utilizing all the software modules that are appropriate. This would include an abbreviated Chart of Accounts and all the critical transactions you need.

A project-based company, for example, might have transactions for Project Accounting, Project Management, Accounting for Labor, Order Management, Purchasing, Project Reporting, and Financial Reporting.

Then, in this configured working solution—not a theoretical demonstration—we present it to you onsite to prove it meets your critical requirements before you order the software. It’s the best insurance you can buy.

No Extra Cost in the Long Run

Moreover, the resultant Prototype, although a paid engagement, will be developed in such a way that it can be used as the actual implementation starting point for your system implementation. So, when things move forward, there is no extra cost to you.

Clients Value the Prototype Approach

One of our clients described comparing systems and engaging Synergy for a Prototype this way:

“Synergy helped us thoroughly compare systems,” said Michele Gargaro, Controller at TDA Research. “Through deep-dive demonstrations and the prove-before-you-buy Prototype, they showed that Dynamics SL was the right choice for us to meet our specific business requirements, from government compliance to internal reporting.”

The Prove-Before-You-Purchase Prototype provides you with the opportunity to evaluate all the functionality of the solution and experience the system prior to the purchase of the software and committing to the full implementation.