Dynamics GP Out-of-the-BoxA Customer Success Story featuring

Vistage International

Michael Bartling, Financial Programmer Analyst

Vistage International

Chris Schofield, Dynamics GP Practice Manager

FMT Consultants

11:15 – 12:15

Leveraging Your ERP System

(Engage Your Partner)

Michael BartlingSystems Analyst

Vistage International

• Founded in 1957

• Private advisory boards for CEO’s

• 18,000 members in 15 countries

• Over 30 years in Finance and IT positions

• GP implementations/development since 2002

• Systems Analyst with Vistage since 2007

About Vistage/Me

• Two versions behind current release

• Core modules (GL, AP, AR (Invoicing), INV)

• One non-core module installed

• Two 3rd party applications installed

• Reporting/Budgeting: FRx and Excel

• Outdated hardware

• No user security

• Zero integrations

Vistage Seven Years Ago

• On current release (GP2013)

• Core modules (GL, AP, AR (SOP), INV)

• Many non-core modules installed

• Many 3rd party applications installed

• Reporting/Budgeting: MR2012 and Prophix

• Up-to-date hardware (VM) with test server

• Role Based Security

• Integrations from all supporting systems

Vistage Today

• Complete management support

• Do more with less!

• All business processes are open for review

• What do we already own?

• What do we need?

• Are we done?

The Journey

• Microsoft – 2 year upgrade cycle (Aggressive!)

• Major new functionality in each major (and minor) release

• More functionality coming!

• How can we manage the upgrade cycle?(test server and test scripts)

The Upgrade Cycle

• Customer credit card numbers (are they secure?)

• Check printing (check stock vs check printing)

• Are you using Safe Pay?

• Dynamics GP auditing tools

Data Security, PCI Compliance and Auditing

• There is going to be some resistance

• Do staff know why they are performing a specific business process?

• Early detractors and nay-sayers will become your biggest supporters

Embracing Change

• Credit Card Advantage and ePay (Nodus)

• Subscription Billing and Project Tracking (Encore)

• SmartList Builder and Extender (eOne)

• 1099 Reporting (Greenshades)

• Collections Management (Professional Advantage)

• Travel and Expense (Concur)

Additional Tools

• Large number of contractors (Chairs and Speakers)

• CA-DE542 requires identification and reporting on these contractors

• Solution: CA-DE542 add-on for Dynamics GP from Blue Moon Industries

• Don’t assume there is not an available solution to your existing problem.

There’s an App for That!

• Are you re-keying data from existing systems into Dynamics GP?

• Numerous integration solutions available

• It doesn’t always have to be about the “heavy lifting” (i.e. Excel Copy/Paste)

Data Integrations

• Management decision to switch from Calendar Year reporting to Fiscal Year reporting

• Decision made at the end of the calendar year leaving no time to research solution

• Engage your partner!

The Late Friday Afternoon Curveball

• Complete management support

• Review your licensing and available solutions

• Work from the bottom up

• Grab the low hanging fruit

• Assign a “time value” to the automation task

• Take automation projects to their fullest

• Get involved in the Dynamics GP community

• Engage your partner!

How Can You Leverage Your ERP System?

Questions and Answers

Thank You!

Michael Bartling – michael.bartling@vistage.com

Chris Schofield – cschofield@fmtconsultants.com