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GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Profiles in Successful EDI Integration to Dynamics GP by Data Masons Presenters: Glenn McPeak & Dennis Bruce

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Page 1: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Profiles in Successful EDI Integration to Dynamics GP by Data Masons Presenters: Glenn

GPUG® Summit 2011November 8-11

Caesars Palace – Las Vegas, NV

Profiles in Successful EDI Integration to Dynamics

GP by Data MasonsPresenters:

Glenn McPeak & Dennis Bruce

Page 2: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Profiles in Successful EDI Integration to Dynamics GP by Data Masons Presenters: Glenn

GPUG Summit 2011– Las Vegas www.gpug.com

Your Presenters

Glenn McPeak – Senior EDI Specialist25 Years of ERP/EDI Integration & Compliance Experience8 Years of GP ExperienceParticipated on Several Microsoft Dynamics Product Planning Committees

Dennis Bruce - Director of Business Development13 Years of Experience in the Microsoft Dynamics Channel Solution Expert for EDI & ERP Integration for Dynamics

Page 3: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Profiles in Successful EDI Integration to Dynamics GP by Data Masons Presenters: Glenn

GPUG Summit 2011– Las Vegas www.gpug.com

Agenda

Introductions Overview of the Challenges and Opportunities of EDI

Integrations Types of EDI Partner Relationships with GP – What is

Possible? Industry Specific Challenges Customer Success Profile:

Boundtree Medical (Partner: Socius 1)Tescom (Partner: Rich Solutions)Burgaflex (Partner: Summit Stream)National Geographic (Partner: Straight Arrow Consulting)

Page 4: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Profiles in Successful EDI Integration to Dynamics GP by Data Masons Presenters: Glenn

GPUG Summit 2011– Las Vegas www.gpug.com

Overview of the Challenges and Opportunities of EDI Integrations

EDI Integration is Challenging. Why? Inconsistencies in the Use of “standards” Business Models are changing faster than software Performance can make or break It Might require invasive changes to GP or

Expensive…

But…. You can more easily change your business model Business Document Integration can offer huge

savings Errors can be reduced dramatically Processing can happen 24/7

Page 5: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Profiles in Successful EDI Integration to Dynamics GP by Data Masons Presenters: Glenn

GPUG Summit 2011– Las Vegas www.gpug.com

Types of EDI Partner Relationships with GP – What is Possible?

Customers Suppliers Banks Public Warehouses Freight Companies Documents – PO’s, Invoices, PO Acks, Product Catalogs,

Address changes, messages, errors, all sorts of freight documents, inventory planning data and much more..

The beauty is it can all be checked and you can manage your process flow by exception

Page 6: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Profiles in Successful EDI Integration to Dynamics GP by Data Masons Presenters: Glenn

GPUG Summit 2011– Las Vegas www.gpug.com

Boundtree Medical (Partner: Socius 1)

Large provider of medical products and controlled substances to hospitals and healthcare distributors

Migration from a legacy system to GP and Vantage Point EDI enabled them to redirect activities of 5 FTE’s

Thousands of transactions per day – Inbound and Outbound PO, Invoices, ASN’s, PO Acknowledgements

Manage by Exception Able to manage their “authorized customer”

management in Vantage Point before orders can be created for unauthorized products

Page 7: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Profiles in Successful EDI Integration to Dynamics GP by Data Masons Presenters: Glenn

GPUG Summit 2011– Las Vegas www.gpug.com

Tescom (Partner: Rich Solutions)

Repairs Electronic Equipment for major Telecommunication Companies like Verizon and AT&T

Dynamics GP 2010 Integration of PO’s to RMA’s In GP Outbound ASN’s and Invoices

Page 8: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Profiles in Successful EDI Integration to Dynamics GP by Data Masons Presenters: Glenn

GPUG Summit 2011– Las Vegas www.gpug.com

Burgaflex (Partner: Summit Stream)

Tier One Automotive Supplier – manufactures air conditioning and hydraulic hoses

Planning Schedules and Forecasts Inbound PO’s Inbound Outbound ASN’s with AIAG Labeling Outbound Inventory Stock Information Kanban driven replenishment

Page 9: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Profiles in Successful EDI Integration to Dynamics GP by Data Masons Presenters: Glenn

GPUG Summit 2011– Las Vegas www.gpug.com

National Geographic Learning(Straight Arrow Consulting)

Produces Books for Education Market Completely Outsourced Logistics – EDI enabled Customer and Supplier Facing EDI EDI with GP so successful corporate parent is

considering adoption of GP for other divisions

Page 10: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Profiles in Successful EDI Integration to Dynamics GP by Data Masons Presenters: Glenn

GPUG Summit 2011– Las Vegas www.gpug.com

EDI Inbound Documents

GP Tables

CustomTables / Fields

Maps Maintained By Data Masons or

User/Partner

FTP, AS2, VAN, ETC.

Dynamics GP

eConnect

Dynamics GP

eConnectVantage Point EDI™

Page 11: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Profiles in Successful EDI Integration to Dynamics GP by Data Masons Presenters: Glenn

GPUG Summit 2011– Las Vegas www.gpug.com

EDI Outbound Documents

SQL View

Vantage Point EDI™

CustomFields

FTP, AS2, VAN, ETC.

Or eConnect

Or eConnect

GP Tables

Maps Maintained By

Data Masons or User/ Partner

Page 12: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Profiles in Successful EDI Integration to Dynamics GP by Data Masons Presenters: Glenn

GPUG Summit 2011– Las Vegas www.gpug.com

Data Masons Software

Produces Books for Education Market Completely Outsourced Logistics – EDI enabled Customer and Supplier Facing EDI EDI with GP so successful corporate parent is

considering adoption of GP for other divisions

Page 13: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Profiles in Successful EDI Integration to Dynamics GP by Data Masons Presenters: Glenn

GPUG Summit 2011– Las Vegas www.gpug.com

Contact Information

Glenn McPeakTel: 866-575-1631 x902Email: [email protected]

Dennis BruceTel: 866-575-1631 x951Email: [email protected]