Category Archives: Evaluating Software

21 Steps to Successfully Select & Implement an ERP/Accounting System

If 2019 is your year to replace your accounting/ERP system, then following these 21 steps will help. The steps are divided into the five major stages to go through:

Devise, Define, Develop, Deploy, and Differentiate.


Download this Factsheet and you’ll learn:

  • The definition of each of the five stages and the steps within them that lead to success
  • Best practices for developing a short list of solutions and partners
  • How to get help comparing solutions apples to apples
  • Why second time ERP buyers prioritize price as their number 4 or 5 criterion, not number 1
  • The option of a Prove-Before-You-Purchase Prototype
  • The importance of a Needs/Process Assessment before implementation
  • How to differentiate your company with a system and support that enables you to grow and better compete

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Tour Microsoft’s Modern Cloud ERP Solution

Is it time to upgrade your accounting and operations system with a modern cloud ERP? See how Microsoft’s new cloud ERP automates financials, inventory, supply chain, manufacturing, projects, reporting, sales, and service.

The tour will show you:

  • How the solution combines modern digital technologies
  • The look and feel, reporting, dashboards, and role center capabilities
  • The Functionality Guide with series in financial management, supply chain, inventory, warehouse, project management, manufacturing, services, and CRM
  • How Dynamics 365 tightly integrates with Office 365 and Outlook
  • Where to request a custom demo
  • Access to a whitepaper on how manufacturers can boost productivity

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The New Cloud Version of Microsoft Dynamics NAV Launches

Microsoft is launching the new cloud version of Dynamics NAV on April 2, 2018. It’s called Dynamics 365 Business Central.

Business Central brings the full power of Dynamics NAV to the cloud, offering organizations a single, end to end solution for managing finances, operations, manufacturing, distribution, inventory, projects, sales, customer service, and more.

Business Central offers terrific value because it integrates with other Microsoft cloud services including Office 365 and can be customized or extended for specific industry needs with PowerApps, Microsoft Flow, and Power BI.

It’s a true cloud solution that has all the functionality of the on-premise Dynamics NAV solution, only now with SaaS pricing that enables companies to get ERP up and running quickly without a huge capital expense. For example, the Essentials functionality of the solution is $70 per user per month while the Premium level is $100 per user per month.

If you are a project-based company or government contractor, Dynamics 365 Business Central is not a replacement for Dynamics SL. But for those organizations on Dynamics SL that have distribution, manufacturing, or supply chain management, this new solution needs to be on your radar for your next ERP upgrade. See here why these companies should consider 365 Business Central.

Synergy will post more information about Dynamics 365 Business Central as it becomes available. For now, distributors, manufacturers, and supply chain management organizations can imagine all the functions found in this Dynamics NAV Capabilities Guide transferred to the cloud, to envision a solution for them.

Visit Dynamics 365 Business Central to get a look and feel of the solution.

Sign up for a Dynamics NAV/Business Central demo to get started on evaluating this “new generation of business intelligence in the cloud.”

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

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

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. 

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.