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Posted by & filed under Enterprise Resource Planning (ERP), Microsoft Dynamics GP.

Read more on "Upgrade to Dynamics GP 2015 R2 For These Exciting New Features!" » Dynamics GP 2015

As part of the build up to the release of Dynamics GP 2015 R2 this June, Microsoft has been sending out tantalizing daily emails, each revealing a new “feature of the day” that will be included in the upgrade.  We here at TGO Consulting have been excitedly watching for these emails to get the scoop on the latest and greatest from Microsoft – and we decided you might like to get a sneak peek into this summer’s new release, too! So here are just a few of the features you can expect in the upcoming upgrade.

  1. Workflow – Payables Transaction Approval
    How many different ways can you choose from to approve payables transactions? Dynamics GP 2015 R2 will allow for 4 methods, giving you the flexibility you need to suit your unique business workflow. You’ll now be able to approve transactions individually in the Payables Transaction Entry window, through email notification or navigation lists, or using the PM Batch Approval. 

  2. Scriptable Provisioning and Management
    Reducing the risk of error is always a good thing, and the people behind Dynamics GP know it. That’s why they have added APIs and PowerShell cmdlets to their app to automate its provisioning and management in the cloud. This makes the app faster and lessens the need for your employees to be involved in this domain – which saves money and prevents human errors from throwing a wrench into the system.

  3. Employee Self-Service – W-2
    No one likes to wait to file their taxes till they get their W-2 – if you’re expecting a refund, you want to get that tax return filed as soon as possible! So GP R2 now allows employees to view and print their own W-2, providing you with one less thing that has to be done manually – and giving employees the flexibility to file their taxes whenever they want.

  4. Workflow – Document Attachment
    Have you ever attached a document to a record in GP, but wished you could also send it along with the workflow task notification email, so that the person approving it could see the original document in full? Well, now you can! In PM Batch Approval, Purchase Order Approval, Purchase Requisition Approval, Vendor Maintenance, and Payables Transaction Approval, you can now scan in invoices or other records to send to the approver as attachments to that email.

  5. Time Management App
    Imagine if your employees could enter their own vacation and sick time into Payroll in GP, or enter their time off against Benefit Timecodes in HR! How much time and effort would that save? And how much more time and effort would it save if they could do this from their mobile device? There’s an app for that, and it’s the new GP Time Management App, available for Windows 8, iOS iPad devices, and Android tablets.

  6. Time Management App – Entering Time
    Within that same app, employees can also see a summary of their available balance of time off, as well as old timecards from up to two months prior, in addition to the most recently submitted timecards. This way every employee can easily see where he or she stands, without having to ask Human Resources to check for them.

So there you have just 6 of the brand spanking new features that will be included in the new release. Excited yet? We are! Contact us here at TGO Consulting today if you’d like help upgrading to Microsoft Dynamics GP 2015 R2!

Posted by & filed under Enterprise Resource Planning (ERP), Microsoft Dynamics GP.

Read more on "4 Jedi Tricks To Get You Ready for Dynamics GP 2015 R2!" » Ready for Dynamics GP

Some people get excited about movie releases. Others fangirl (or fanboy) over the latest book in their favorite series. But what do we here in the TGO Consulting office get all worked up about? The impending release this June of Microsoft Dynamics GP 2015 R2, for one thing!  (If only we could figure out some sort of costume to celebrate the occasion… Maybe a wizard’s robes? Or a Jedi master’s cloak?)
Yep, this release is on par with any new installment of a cult movie classic. It’s even got the perfect name for it – R2?! D2!!  And we want you to be just as excited as we are. So to get you in the spirit of next month’s big event, here are some tips on what you can do now to get ready for the update. (These ARE the tips you’re looking for….)

  1. Get the scoop on all the new features.
    This is a big part of why you’re upgrading in the first place, right? So make sure you’re aware of all the new features you’ll have access to with this new release – and believe us, there are a ton! Not only is this important just so that you can get the most from the upgrade, it’s also vital in understanding how you may need to change your company’s procedures in order to utilize them fully. The way you do things now may not allow you to take full advantage of certain new capabilities, so you may want to start thinking now about where to make tweaks.

  2. Double check the environment requirements.
    Every new release brings with it some changes, so it’s a good idea to make sure that your environment will support the latest version of Dynamics GP. Check to see what’s needed this June. And if it turns out there’s an issue, no worries – you’ve still got plenty of time to get your system ready.

  3. Test, test, and test some more.
    Upgrading your ERP is a major undertaking, so it shouldn’t be done without sufficient testing to ensure that everything will go smoothly on the big day – and every day thereafter. Test the entire upgrade process in an isolated environment to catch any issues or changes you’ll need to make beforehand, check out how well the new features you’ll be using will work in your company’s system, and test individual users’ daily functions, as well. You should understand fully ahead of time how the upgrade will affect every aspect of your workflow.

  4.  Read up on steps to take and possible issues.
    This is one manual you’re going to want to read cover to cover.  It’s got important information on scripts and next steps that you’ll need to use in your upgrade. And don’t forget to take a close look at known issues, as well, so that you can get the fixes or avoid them altogether. Every detail is significant when it comes to making sure your business runs smoothly.

So get those plastic light sabers ready, and take these four steps to ensure that you’ll be ready to party when Dynamics GP 2015 R2 is released this June! Contact us here at TGO Consulting today for help upgrading your ERP – we’d be happy to take you on as our Padawan.

Posted by & filed under Case Studies, Enterprise Resource Planning (ERP).

Read more on "TGO Understands Unique Challenges Not-For-Profits Face" » Not for Profit ERP

 

A not-for-profit, accredited organization, Ongwanada offers a wide range of individualized services and community supports to approximately 600 people with developmental disabilities and their families in Kingston and Eastern Ontario.

Ongwanada, like many small organizations, had an ERP solution in place, but found they lacked the expertise to optimize its performance – especially in adapting applications to meet their unique business needs.

For Nicole Cooper, Communications and Change Coordinator, the problem was clear, “We had a great system in Microsoft Dynamics GP (GP), but we knew we were underutilizing it.”

A Detailed Discovery Process
TGO’s usual practice when working with a new client is to begin with a detailed Discovery session. As this process began, it was clear that Ongwanada wasn’t sure about the kind of solution they needed.

Customizing An Assurance Plan
As a non-profit, Ongwanada had a limited budget. TGO therefore produced a tailored, comprehensive Assurance Plan at a fixed annual fee.

TGO’s Assurance Plan is a customized plan based on the client’s specific business requirements, a unique feature to customer satisfaction that sets TGO apart. A typical plan includes support, onsite visits, diagnostic calls and small projects.

For Ongwanada, the Plan mapped out projects for the next three years, including extensive training and support. The Plan takes into account more than just software – it is a detailed map of the entire path towards reaching a business’s overall goals. Ongwanada’s Assurance Plan was a comprehensive strategy to support the institution’s goals and vision for the community.

Site Assessment
A full site assessment began the process of targeting the right solution for Ongwanada. Helping the client better understand their real business needs, TGO worked closely with the finance, procurement and human resources (HR) departments to redesign their processes, and improve efficiencies in each area.

More Than Just Technology
TGO’s Assurance Plan detailed an upgrade to a newer version of GP. As we do with every version of GP, we offered the client expert training and advice needed in order to reap the full benefits of the solution. Ongwanada was provided with diagnostic calls, in-class and online training and a Tips and Tricks session customized to their needs. In addition to training, Ongwanada received one-on-one onsite user reviews, an onsite Excel use review and recommendations session, and annual reviews.

TGO’s custom Assurance Plan also provided Ongwanada access to a dedicated, in-house support team. The team provides full support to all GP modules and any third party add-ons to their solution.

TGO’s Solution Improved Operations Across The Board
Working closely with TGO, Ongwanada revamped their business processes which helped make each area of their business more efficient, saving time and money. Most importantly, TGO made it possible to take full advantage of their existing system.

Results Speak For Themselves
Before TGO, Ongwanada ran multiple satellite systems for their day-to-day operations, not realizing that the system in place could conduct these tasks already. By upgrading their ERP system, they were able to get the functionality they required in one system.

The system greatly reduced manual processes for the finance, procurement and human resources departments. With system workflows set in place, purchasing, invoicing and financial reports are automatically created and distributed accordingly to the department heads. This process was complemented with alerts and approvals. This not only saved the employees’ time, it allowed them to focus their energy on more strategic tasks.

TGO Has The Experience And Expertise To Make Business Better
With over 27 years of experience, TGO’s award-winning approach to serving clients is based on matching the right solution to the right need. If your business process needs a tune-up, contact us today and see how TGO can improve your company’s performance and profitability.

Posted by & filed under ERP.

Read more on "4 Qualities To Look for in an ERP Professional" »

If you’re interested in an ERP for your business, you’ve probably done your homework. You’ve looked into the different types of ERP systems available, researched how they can help your company, and looked into which ERP vendors might best suit your needs. But just as important as the vendors are the individual ERP professionals you’ll be working with once you make your choice.

A company is only as good as its employees, and while it’s important to look at a company’s record as a whole, it’s also a great idea to do some research into the people behind that company. So what is it that makes a good ERP professional? What should you be on the lookout for as you decide who to work with during a time of transition and training that can affect the future of your entire business?

1. Experience
More than anything else, experience should be a key factor in your decision. An experienced ERP professional will not only be an expert in the product and its implementation, he or she will also have insights and perspective that only time and experience can bring. She will already know which areas can be tricky, and anticipate issues so that they never become a problem. He will be able to quickly and accurately assess any situation that arises and draw on his prior experiences to find an effective solution. Finding an experienced ERP professional to guide you through the process of choosing a system, implementation, and beyond, is vital to the success of the initiative.

2. Industry Expertise 
Just as important as job experience is, expertise specific to your industry, is equally important. An ERP professional may be well-versed in the implementation of systems for the manufacturing industry, for example, but how well will that translate for your restaurant chain? You want to be sure that the person handling your ERP implementation understands the unique needs and priorities of your industry.

3. Reliability
A good ERP professional doesn’t promise the impossible. He or she defines your expectations as a customer realistically – and then follows through, delivering what was promised. That commitment to truly helping each customer, as opposed to just making another sale, is what sets great ERP professionals apart. How will you be able to tell whether one is reliable or not? Ask for references. Talk to customers who worked with that professional in the past, and find out what their experiences were. A solid track record speaks volumes.

4. Commitment to Ongoing Training
ERPs are not static – they are constantly being updated, upgraded, and improved. Any ERP professional worth his salt understands that it’s impossible to be at the top of his game without ongoing training. Look for professionals who were at the latest conference for your chosen ERP, and the one before that, and the one before that. Look for professionals who come back from these conferences energized and excited, and who share their new knowledge with their clients via blog posts or newsletters. An ERP professional excited about what they do is the one you want on your team.

If you’re looking for an ERP vendor with a team of incredible ERP professionals, look no further. At TGO Consulting, our professionals are experienced, expert in multiple industries, impeccably reliable, and passionate about ongoing training. Speak with us today to find out how we can help set your business up for success.

Sources:
https://community.dynamics.com/b/msftdynamicsblog/archive/2014/10/24/the-key-attributes-of-an-erp-professional
http://www.techrepublic.com/article/evaluating-erp-software-vendors/

Posted by & filed under Enterprise Resource Planning (ERP).

Read more on "3 Surprising Benefits of an ERP for a Food and Beverage Business" »

What can an ERP really do for your food and beverage industry business, you wonder? Sure, it can keep track of numbers for you, but so can your basic spreadsheet, right? What are some of the real, tangible benefits of an ERP system – specifically for a company in your industry?

Businesses in just about any industry can use an ERP to not only get finances, inventory, or sales data under control, they can also use them to gain new capabilities and insights that a basic spreadsheet could never provide – insights that have a real impact on their bottom line, and on the way they run their businesses.

What sorts of capabilities? We’re glad you asked. Here are just a few of the surprising ways an ERP can help your food and beverage business thrive.

1. Inventory Tracking in Case of Recalls
Food recalls are every food and beverage industry company’s worst nightmare. But the way they’re handled can make the difference between a company that survives and goes on to thrive – and a company that flounders.

An ERP linked to a warehouse management system can help a business keep tabs on every single product in its distribution supply chain. By tracking lots, dates, and quantities for each product, as well as each one’s movement, a company would quickly be able to determine where the potentially problematic products are, and who to contact to recall them.

2. Restaurant Management Made Easy
Managing one restaurant is hard enough, but when you’re in charge of an entire chain, it is next to impossible – without clear sales data to inform your decisions. By integrating an ERP with the POS systems in each location, restaurant chains can create accurate daily sales reports – and best of all, they’re automated!

With the right numbers giving management the full picture at every restaurant, every day, things like monitoring cash, keeping track of cost vs. sales performance, and predicting future sales become easy. The profitability of each location can be accurately assessed, and successful practices of top restaurants can be applied at all other locations to increase their profitability, as well.

3. More Efficient Distribution for Perishable Foods
When you’re dealing with perishable foods, every second counts. Distribution must be quick, efficient, and accurate in order to minimize costs and maximize product quality. It’s not enough to track products as they move through the distribution supply chain – you need to be able to identify ways to continuously improve.

With an ERP’s inventory management and CRM capabilities, coupled with route planning software, a food and beverage industry company can easily take orders, find the most efficient ways of transporting products, and track every step of the process, so that inefficiencies can be eliminated and customer satisfaction – and profits – can be boosted.

ERPs can do a lot more than just organize data for your company. From providing practical, profitable restaurant management ideas to boosting efficiency to contributing to a quick recovery in case of a recall, an ERP can quite literally mean the difference between success and failure. Contact TGO Consulting today to find out how we can help your company implement an ERP today!

Sources:
http://www.erpsoftwareblog.com/white-papers/new–25-brilliant-ideas-to-outsmart-your-competition-with-microsoft-dynamics-erp-39/
https://customers.microsoft.com/Pages/CustomerStory.aspx?recid=13

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