Category Archives: Evaluating Software

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.

Need Dashboards? We have an App for that!


There’s a variety of ways for Dynamics SL users to build and view useful Dashboards for their teams. Dashboards are real-time user interfaces showing a graphical presentation of your company’s Key Performance Indicators (KPIs). They show both the current status and historical trends of KPIs that enable you to make accurate evaluations and informed decisions regarding your company’s performance.

Each user can have their own Dashboard that displays what is important to them. A Project Manager might view her projects’ performance or resources. An Executive might view total project work, top projects, and top project managers. A Sales Director might view sales by salesperson or by customer. Again, you decide what is important for members of your teams and set up Dashboards with user-based security so people only see what they are authorized to see.

Our own Donna Hurst and Kevin Graham recently taught a webinar that shows you how to set up Dashboards with Dynamics SL data three different ways—in Excel, SSRS, and Power BI. This helps you see the advantages of each and decide which type is best for your company or team.

Visit this page to access the webinar > WEBINAR: Dashboards in Dynamics SL

When You Need to be Wary of the Hype Around the Cloud


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It’s true that cloud-based ERP systems have major advantages. They can get you out of the IT business. Especially for start-ups, paying for a system with the software-as-a-service (SAAS) model can be cost effective when you compare it to paying salaries for an in-house IT Team and costs for hardware, servers, utilities, and backups. Moreover, a true Cloud system (multi-tenant and not hosted) makes upgrades minimally disruptive and basically routine as they take place in the background with no direct costs like the traditional upgrade model.
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When to Be Wary
On the other hand, oftentimes, true Cloud products haven’t grown up yet. They deliver fundamental functionality and some bright-and-shiny modern features, but still can’t compete with some tried-and-true on-premise solutions, which are actually just as “modern” or even more so.

One area where this is especially true is in project accounting, job costing, and government compliance. Cloud products tend to lack the depth of capability required for these functions. Seldom can Cloud solutions effectively deliver sophisticated allocations, complex job cost accounting (e.g. costing on the task level, etc.), truly flexible reporting, and indirect rate management for Cost Reimbursement government contracts.
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What Really Counts
The desire for a “modern solution” can blind people to recognizing a system that efficiently performs the critical functions they need. The answer is to realize, whereas there are compelling reasons to consider a cloud-based system, at the end of the day what counts is implementing a solution that truly streamlines your business.

Microsoft Dynamics 365 and other cloud-based products are still relatively new to the market. Or, they are in a suite of products that may not have flexibility to integrate with critical third-party enhancements. If your core business is project-based—professional services, research, engineering, construction, make-to-order manufacturing, etc.—or you are in the federal/state government market, consider this: We have seen traditional on-premise systems like Microsoft Dynamics SL blow the emerging cloud or suite products out of the water… or should I say, out of the sky!
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The Best of Both Worlds
What’s more, if it’s the IT business you want to get out of, an on-premise system like Dynamics SL can be hosted in the Cloud to ensure you gain the essential Cloud advantages.

At Synergy Business Solutions, we help companies make the ERP system comparisons necessary to make the right choice. As a reseller of both on-premise (Dynamics SL and Dynamics NAV) and cloud (Dynamics 365) solutions, we are happy to assist you in your evaluation process. There is a time to be wary of the Cloud option and we help you discern when that time is and why long-standing modern on-premise systems often give you what you really need with or without hosting cloud technology.

eBanking in Dynamics SL Made Easy

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Did you know that Dynamics SL has a fully integrated eBanking module from SK Global Software? This software seamlessly integrates with Dynamics SL and allows you to manage your Banking Process automatically while providing improved security and fraud protection.

From Positive Pay files for your bank to electronic payments to your vendors, these solutions can help save you time and money and improve your visibility and control over your banking processes. The suite includes Positive Pay, AP EFT, Wire Transfer, AR EFT, and Lockbox Processing – you can pick any or all.

See a recorded WEBINAR on the solution: eBanking for Microsoft Dynamics SL

Or, contact your Account Manager to answer questions or arrange a demo.

Top 4 Ways an ERP Software Partner Should Support You

When selecting a new ERP, financial management, and/or project accounting system, software is not the only consideration. It’s also important to choose a proven partner, that can help you with the selection process, a successful implementation and configuration, training, ongoing technical support, connecting you to a vibrant software community, and showing long-term commitment to the product.

Watch this video to learn how important this is.

Top 4 Ways You Should Get Support from an ERP Partner

 

From QuickBooks to a Modern ERP System? Why ROI Matters

Entry-level accounting solutions like QuickBooks become very inefficient the larger your company grows. They have many hidden costs represented by a lack of automation, manual processes, reliance on spreadsheets, and little or no business insight, all resulting in poor productivity. When you switch to a modern, cloud-based or on-premise ERP system (such as Microsoft Dynamics SL or Dynamics 365), you leave those hidden costs behind while gaining new hidden savings. This is why calculating your return on investment (ROI) is so important when evaluating changing to a modern ERP solution. Learn how it works in this short video:

Why Your ROI Matters When Replacing QuickBooks with Cloud ERP


Finding an Accounting Software Partner that Really Delivers

It can be a real challenge, especially if you have had bad experiences in the past, to find an accounting system partner that is knowledgeable and can deliver what you need, says Mike Hansen, the IT Director at Productions Plus. Hear his thoughts on what a good software partner should do, how Synergy helps his company, and why their accounting team is happy.

How the Right Accounting Software Partner Can Make a Difference


4 Things You Need to Select the Right Accounting System

You need to find the right accounting / ERP solution for your business. Perhaps you are straining the limits of QuickBooks or another entry-level software. Maybe you are experiencing “spreadsheet hell” with a myriad of Excel documents and tabs within them.

As you start down a road to a solution that will take your company to the next level, bear in mind these 4 simple ways we at Synergy are committed to helping you, whether or not you select one of the products we implement and support or not.


Government Contractor Solves Their Top 3 Accounting-System Challenges

When NuScale Power realized their future meant getting into the federal market, they knew their existing accounting system (QuickBooks) was extremely problematic when it came to government compliance. In this interview, Controller Julie Adelman explains their top three accounting-system anxieties and how Dynamics SL easily solved them.

How to Eliminate Government Compliance Accounting-system Anxieties


Overcoming New-Accounting-System Fears

Just considering a change to your project accounting and financial management system often results in having fears and anxieties. Will we be able to find and agree on the right solution? Will our implementing partner really listen to our needs? Will we find a good solution out of the box or will we need to do a lot of customizations? Can we continue business as usual, or will we need to make major adaptations? Will we be able to do financial reporting the way we need to without the hassle?

Rebecca Harrington, VP of Finance & Corporate Controller at Hydro Resources, shares how her company overcame their fears through good software and the expertise of their new software partner.

How to Overcome New-Accounting-System Fears